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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 140

Choose a folder to save reports in the file library

In ProjectSight, both reports and uploaded files on records are saved in a portfolio defined quick upload folder under 'ProjectSight Documents'. But reports like Meeting Minutes are stored in a different folder in our projects. It would be good to...
Patrick Schemkes about 1 year ago in PS Web App & Platform / Reports 0

Print Checklist Summary by date range

We are trying to use the checklist for our safety inspections and work order tickets. We need to print summary logs for all of the jobs using a date range. We can only print all of the checklists on all or a selection of jobs. Really, all summary ...
Nancy Burriss 5 months ago in PS Web App & Platform / Reports 0

Allow Customers to Create Custom XSDs

Within Vista, we have the ability to create our own SQL Joins and Stored Procedures so I can get any data for any report in any format I need. Within ProjectSight it's extremely limited. As a customer, we should be able to create these datasets as...
Mercedes Green over 1 year ago in PS Web App & Platform / Reports 0

Auto-distribute reports to other team members

Record reports currently can only be auto-generated and sent to the Author. Sharing certain reports with the whole team can be essential for meetings/collaborations amongst other members. It would be more efficient if the program could be set up t...
Guest 11 months ago in PS Web App & Platform / Reports 0

Contract/SCO XSD Request

We need an XSD file that shows the Schedule of Values fields for a Contract and all Change Orders. (Item Number, Budget Code, Value, Contract Number, SCO Number, Invoiced Amount). Similar to what is found in the Contract Invoice Items but availabl...
Ricci Stevens almost 2 years ago in PS Web App & Platform / Reports 1 Planned

Print Report with Photos and Attachments

We are using punch items module to log observations reports from our Owner. The Owner does not have access to this module on their account. The only print option is detailed and links, but when we send the report to the Owner, they cannot use any ...
Guest about 1 year ago in PS Web App & Platform / Field Management / Import/Export / Reports 0

Scheduled Ad-Hoc Reporting to Other Individuals

You can schedule a report to be sent to your email at a set duration with the current configuration for the Ad-Hoc Reporting. It would be very beneficial to have the ability to send a report to individuals or Trade Partners at a set date. For inst...
Jakeb Moon over 2 years ago in PS Web App & Platform / Reports 0

Reports: Prepopulate project name in the file name

All reports should be generated with the project name prepopulated in the file name. This makes the file distinguishable by project.
Alex Wong 3 months ago in PS Web App & Platform / Reports 0

Submittal Cover Sheet Report

Add the ability to edit or sign off on a report prior to printing it out/sending it out. Currently, if you print a report and edit it you have to re-upload it to the record and then send it out.
Henrick Malpica about 1 year ago in PS Web App & Platform / Reports 0

Would like the formatting of meeting topic notes to apply to reports automatically.

When printing your reports the formatting of meeting topic notes does not come over. It would be nice if this did. This completely confused me that it did not come over to the reports automatically.
Guest about 1 year ago in PS Web App & Platform / Document Control / Reports 1 Future consideration

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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