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 146

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 12 months ago in PS Web App & Platform / Reports 0

Add Word Merge to ProjectSight reporting features.

Enhancement description: Add Word Merge to ProjectSight reporting features. What is the customer trying to accomplish? Word Merge How is the lack of functionality affecting their business? Has to create emails and Word documents manually for email...
Guest over 5 years ago in PS Web App & Platform / Reports 3 Future consideration

Add signature to checklist report

Can the signatures captured from the mobile app be included in the checklist report
Brendan Myers about 1 year ago in PS Web App & Platform / Reports 1

Include Linked Drawings with Printed Reports

Enhancement description: When printing a document (such as an RFI), include the linked drawings in the PDF or print, not just the thumbnail link. What are we trying to accomplish? We want a one-click print to PDF that includes all linked files and...
Brendan Radich over 4 years ago in PS Web App & Platform / Drawings / Reports 1 Likely to implement

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 about 2 years ago in PS Web App & Platform / Reports 2

Ability to link COR, PCO items, and PCCO Items together

Enhancement description:Add the ability to reference in COR, PCO, PCO items, PCCO, and PCCO items from each respective XSD file in reports. What are we trying to accomplish?Give better report customization options, this kind of reporting of linked...
Guest over 5 years ago in PS Web App & Platform / Reports 0 Future consideration

Exporting daily log notes/comments

Would be nice to set up automatic reporting for specific items such as the notes or comments portion of a daily log. Same is true for specific documents and or time entries.
Jack Bowen about 1 year ago in PS Web App & Platform / Daily Reports / 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 over 2 years ago in PS Web App & Platform / Reports 0

Standard Insurance Tracking Report

It would be great to have a standard report from Companies that tracks insurance policy and expiration dates.
Hunter Dickerson over 1 year 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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