Welcome to the ProjectSight Idea Portal

Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

This portal is for suggesting enhancements only. If you are experiencing a product defect, please contact support.

ADD A NEW IDEA

Reports

Showing 135

Allow Scheduled ad hoc reports to be emailed to another user

By allowing these reports to be emailed to other users allows us to NOT give those users access to the records and just get the reports. We'd also like an Excel option vs pdf.
Mercedes Green 10 days ago in PS Web App & Platform / Reports 0

Email Sender and Subject

It is hard to tell who is sending the report emails from ProjectSight. Also, the subject line is too long. It needs to be customizable or reduced to the job number, name and report name.
Nancy Burriss about 2 months ago in PS Web App & Platform / Reports 1

Scheduled Auto Email Reports Across Portfolio

Currently, you can print a report for various Document Control items (Action Items, RFIs, Issues) that spans every project in a portfolio. It would be very helpful for this to be a scheduled auto report like with individual projects.
Tim Libman 2 months ago in PS Web App & Platform / Reports 1

RFI/Submittal XSD Request

Can we get an XSD file that shows the Project information Misc. Tab, and General Information. Project Start/End Date to incorporate into an RFI and Submittal Report. We have several projects in one portfolio, and have re-purposed some fields in th...
DeAnn Westbrook 3 months ago in PS Web App & Platform / Reports 0

Multiple Records per Report

Rather than setting up one report per record, there should be the ability to create a Report and add multiple records. If I want to share RFI's and Submittals in a meeting, I have to create each report separately, print them separately and then co...
Guest 4 months ago in PS Web App & Platform / Reports 0

Meeting Minutes Reports Formatting

Meeting minutes module allows for formatting in the body of each minute topic, however this does not transfer when the minutes are printed to a report. A PDF report of a meeting agenda can be sent out before meetings to allow others to prepare, bu...
Guest 4 months ago in PS Web App & Platform / Reports 0

Auto-distribute reports to other team members

Record reports currently can only be auto-generated and sent to the Author. Sharing certain reports with the whole team can be essential for meetings/collaborations amongst other members. It would be more efficient if the program could be set up t...
Guest 4 months ago in PS Web App & Platform / Reports 0

Exporting daily log notes/comments

Would be nice to set up automatic reporting for specific items such as the notes or comments portion of a daily log. Same is true for specific documents and or time entries.
Jack Bowen 5 months ago in PS Web App & Platform / Daily Reports / Reports 0 Future consideration

Ad-Hoc Reporting to Include Status Colors in Report

Currently Ad-Hoc reports will show the status column in the reports but does not show the color associated with that status. Visually, it's easier to distinguish statuses in the summary reports when you can also see the colors.
Amanda Newsom 5 months ago in PS Web App & Platform / Reports 0

Increase the limitation of sub levels within the custom reports

Increase the limitation of sub levels within the custom reports. At the moment two or more levels may often fail.
Kiet Lam 5 months ago in PS Web App & Platform / Reports 0

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.