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Reports

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For Contract reports please add the To Company and From Company along with addresses as in Prolog Contract reports.

Please add the To and From company information (name and address) along the top part of the Contract reports as they were in Prolog. This makes it easier to see the expected info regarding the printed contract.
William Atchison almost 4 years ago in PS Web App & Platform / Reports 0

Ad-Hoc Scheduled reporting to File Library

Instead of only being able to schedule an ad hoc report to email on a schedule, it would be helpful to have that report be generated into a specified location in the file library, where it can be picked to be linked to other records (meeting minut...
Pasi Nurminen almost 2 years ago in PS Web App & Platform / Reports 0

Add "Created By Company Name" to the DailyWork_WithDetailedLabor XSD

Right now you can only display the Created By Contact Name in a report using the DailyWork_WithDetailedLabor.xsd file. The Created By Company Name should also be an option.
Hunter Dickerson about 4 years ago in PS Web App & Platform / Reports 0

Author Contact Email and Telephone added to all XSDs

Can we have the Author's Email Address and Telephone added to all XSDs? BCM ones have priority in regards to need.
Ricci Stevens about 2 years ago in PS Web App & Platform / Reports 0

PCO Description SubContractCOPCOItemLinks_WithBudgetCodeDetails XSD

Can you add the PCO Description to the SubContractCOPCOItemLinks_WithBudgetCodeDetails XSD. We need it to group the PCO Items within an SCO. Please and Thank you.
Ricci Stevens about 2 years ago in PS Web App & Platform / Reports 0

Daily Reports reports should include Weather Notes field

Enhancement description: Daily Reports reports should include Weather Notes field, currently none display data entered into this field. What are we trying to accomplish? Display notes that are recorded in the record on the report too. How is the l...
Trimble ProX Team over 4 years ago in PS Web App & Platform / Reports 0

Sort Data Fields in XSD alpanumerically

Currently data fields are not sorted making it more than difficult to find a specific data field by name. Please sort the data field alpahnumerically
Michael Handlmaier over 4 years ago in PS Web App & Platform / Reports 0 Already exists

General Invoice Items XSD with Budget Code Group Pieces

The Budget Code Pieces have been added to most all XSDs except for General Invoices. Can they please be added here as well for reporting purposes?
Ricci Stevens over 2 years ago in PS Web App & Platform / Reports 0

Add Lead Time Ad-Hoc Filter

Allow ability to create an ad-hoc report filter that is tied to lead times associated with material/submittal procurement.
Nick Weilemann over 2 years ago in PS Web App & Platform / Reports 0

Email Record: Option to Include Link

When emailing a record from ProjectSight, it would be useful if we could easily insert a link to the record in the body of the message. Any of the following options would work: 1. Settings Option: Have a portfolio/project setting to always include...
Brendan Radich over 2 years 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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