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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 142

Scheduled Report that details each of the entered/selected issue records into a combined report PDF

Enhancement description: Prospective clients want a summary report that details each of the entered/selected issue records into a combined report PDF. Then sends these out weekly. What is the customer trying to accomplish? An option that provides ...
Guest almost 6 years ago in PS Web App & Platform / Reports 0 Future consideration

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

Worflow State Date Tracking

Can you add the ability to pull the Date from the activity stream for the Workflow State. A common custom field we are being asked to add is the 'Approved' date for various records. If we could just reference the date that Status/Workflow was sele...
Ricci Stevens almost 5 years ago in PS Web App & Platform / Reports / Workflow 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

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

Manpower Report Export

Projects will benefit from the ability to export/subtotal their manpower from the previous month. Right now, there is no function to view the total manpower for contractors on site through set dates. This is very useful for calculating OSHA RIR an...
Guest almost 5 years ago in PS Web App & Platform / Reports 0 Future consideration

When customizing reports in crystal reports in which you are using custom fields in project sight, it would be good if the custom fields would be automatically carried over into crystal reports.

No description provided
Guest almost 5 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 over 1 year ago in PS Web App & Platform / Reports 0

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 over 1 year ago in PS Web App & Platform / Reports 0