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.

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Reports

Showing 135

Include Linked Records in Report Downloads by using the Default Single Record Report for any Linked Record Types

Enhancement description: Use the default single record report to include any linked records when viewing, downloading, or printing the current record. What are we trying to accomplish? Easily download a record and all linked records into a single ...
Brendan Radich almost 4 years ago in PS Web App & Platform / Reports 0

Custom Default Report Naming

Enhancement description: Allow admins to define report naming conventions for downloaded & emailed reports for all records. What are we trying to accomplish? Customize and/or simplify the naming of downloaded or emailed files. How is the lack ...
Brendan Radich almost 4 years 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 almost 1 year ago in PS Web App & Platform / Reports 2

Reporting for Users Assigned Items

Currently, ProjectSight does not allow generating a report on a user to determine what items are due for that user. It would be helpful for Admins to be able to generate a report that notes which Project Managers or users are falling behind on the...
Henrick Malpica over 1 year ago in PS Web App & Platform / Reports 2

ProjectSight Cost Control Reports - Add Contact Information

Contracts and SCOs do not pull in subcontractor addresses & phone numbers, or GC, owner & architect business names into the reports. This makes sending out these items unnecessarily time-consuming. It means that instead of hitting print an...
Guest about 5 years ago in PS Web App & Platform / Budget & Cost Management / Reports 0 Future consideration

Overdue Item

The Dashboard allows you to include widgets that indicate items that are over due. It would be helpful to be able to run a report from that widget to show all overdue items.
Guest almost 2 years ago in PS Web App & Platform / Reports 0

For SCO and PCCO detail reports add a signature line for sign off.

For SCO and PCCO detail reports add a signature line for sign off. Clients need the signature for sub and owner change orders. The signature provides the proof of aknowledgement needed for accountability to manage the project.
William Atchison over 3 years ago in PS Web App & Platform / Reports 0

Ability to resize (enlarge) thumbnail images in reports

Client would like to be able to resize the linked thumbnails in reports (mainly enlarge), so it isn't necessary to enter system to view, and especially if someone doesn't have access to enter the system.
Guest almost 5 years ago in PS Web App & Platform / Reports 1 Future consideration

Change reports to show addresses

Projectsight reports needs to show To/From Company addresses and Project addresses. Users would also like the ability to add the architects company name and address as it appears in the company details tab of the Project properties. Currently, rep...
Guest about 5 years ago in PS Web App & Platform / Reports 1 Future consideration

Dunning Letter - Drawings Sets and Submittals

Follow up letters addressed to clients showing items outstanding for approval and when they were due.
Guest over 3 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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