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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 146

Budget Code Description

Can the Budget Code Description field be added to all PCOItems_ForCOR?
Ricci Stevens about 3 years 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 about 1 year ago in PS Web App & Platform / Reports 0

PotentialCOItems_ForCOR XSDs

Can you add the following field to the PotentialCOItems_ForCOR XSD? PCO Notes PCO Reference PCO Category PCO Reason
Ricci Stevens about 1 year ago in PS Web App & Platform / Budget & Cost Management / Reports 0

In ProjectSight provide a standard report or an option to print the Project legal information under project information.

Clients often need to print a project legal section that is listed under Project information Detailed tab which includes the listed owner, contractor, and architect. A print or report option here would be optimal.
William Atchison over 4 years ago in PS Web App & Platform / Reports 0

Add Print Name Title Line to Report "Contract [Detailed Scope of Work with Signature Block]

The Idea PSW-I-2001 - Discusses a Contract Reports with Signature Line. However the report that was added and we use has a signature line. Our issue is that the report can come back and we do not know who signs it and their title. Since we are as ...
Brian Shawe about 1 year ago in PS Web App & Platform / Reports 0

Punch items report file names need to use shorter field than description to prevent bad file paths

File Names of Punch items when report is run, only uses the description field. People get wordy and in-turn generate file paths that are so long they aren't usable
Guest over 5 years ago in PS Web App & Platform / Reports 0 Future consideration

Submittal Report WITHOUT Comments and Links

When printing / creating PDF of a submittal, need the option to NOT include links and attachments. This functionality seems to work when printing Change Order Reports by selecting the [Detailed] option from the Print Report drop-down. But when sel...
Melissa Goodwin about 1 year ago in PS Web App & Platform / Reports 0

Need the ability to re-order attachments in the print screen

Currently, when printing a report with attachments, the attachments print in alphebetical order by name or description. It would be great if you could specify the order of the attachments within the print screen.
Hunter Dickerson over 3 years ago in PS Web App & Platform / Reports 0

Ability to reduce the list of projects (filter) in the portfolio when running a report - instead of the manually selecting which project(s) to include on the report

Ability to reduce the list of projects (filter) in the portfolio when running a report - instead of the manually selecting which project(s) to include on the report.
Guest over 3 years ago in PS Web App & Platform / Reports 0

Saved to File Versioning

We would like the ability for versioning when the 'Print to File' option is selected for a record.
Ricci Stevens over 3 years ago in PS Web App & Platform / Reports 0