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.

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Reports

Showing 144

Report at end of project showing open and or not completed items

It would be good to have a report at the end of the project to show any open or not closed items to ensure the 100% completion and closed out.
Tayler Ledesma 13 days ago in PS Web App & Platform / Reports 0

Email Distribution List_Reports_Project Specific

In the past the Report Distribution email options using the 'drop down' list included only project specific team members. It appears that following a recent update, the distribution list presented on the drop down toggle includes all parties withi...
Greg Farquhar 3 days ago in PS Web App & Platform / Reports 0

ProjectSight Print Report / View in Word and Excel

In ProjectSight you currently have the option to view or download reports. You also have the option to change the output from PDF to excel or word. However, if you select word and then select view the report auotmatically downloads instead of open...
Jessica Ream 5 days ago in PS Web App & Platform / Reports 0

Add and remove security group access to reports from the reports window

Currently, security group access can only be modified directly within the security group settings. This requires the admin to open and edit each security group individually when adjusting access to a specific report. It would be more efficient if ...
Michael Handlmaier 2 months ago in PS Web App & Platform / Reports 0

Different Reports by Status

We use the status to differentiate kinds of reporting. We can only have one report notification for all status changes. It would be handy for us to be able to make different reports depending on the status.
Nancy Burriss 11 days ago in PS Web App & Platform / Reports 0

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 9 months ago in PS Web App & Platform / Reports 1

Apply Meeting Minutes Formatting to Printed Reports

In ProjectSight, you are able to change the font, bold, underline and bullet. When you change the font size and then print a system report the font size doesn’t always show on the report even though it shows up in the module in Projectsight. In th...
Jessica Ream over 1 year ago in PS Web App & Platform / Reports 3

Meeting Minutes comment formatting doesn't allow for tiered bullets

The Meeting Minutes comments allow for formatting of tiered bullet/numbered lists within the module, but the report printouts don't capture those formats. In one of my latest Minutes, I had items 1a, 1b, and 1c, but the report showed them as items...
Guest over 3 years ago in PS Web App & Platform / Reports 4

Hide Closed Meeting Minute Action Items

When you change status from open to close on your meeting it will auto populate the closed item into the next meeting created. Make it optional to hide the closed items from the previous meeting.
Nick Weilemann about 2 years ago in PS Web App & Platform / Reports 3

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 11 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.

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