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 144

Set Default Report as a Project Setting

We would like the ability to choose the default Report format at the Project Level instead of only at the Portfolio level. Here are 2 examples: 1) We have a project that uses a custom RFI print format and we would like to have that the default for...
David Olivet over 3 years ago in PS Web App & Platform / Reports 0

Multiple Record Reports from record lists show the larger font on each page for the record number.

Currently, the system reports when running a report from the record list and including multiple records in the same PDF, the first page has a large font for the record number. This would be good on each page for a multiple record all in one pdf re...
William Atchison 2 months ago in PS Web App & Platform / Reports 0

Requesting User Activity Log.

Bovis is requesting a user activity log that contains all the user activity and record interaction. Currently is not available as an option.
William Atchison about 1 year ago in PS Web App & Platform / Reports 1

Allow Scheduled ad hoc reports to be emailed to another user

By allowing these reports to be emailed to other users allows us to NOT give those users access to the records and just get the reports. We'd also like an Excel option vs pdf.
Mercedes Green 7 months ago in PS Web App & Platform / Reports 0

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

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

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 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 6 months 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

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 over 1 year ago in PS Web App & Platform / Field Management / Import/Export / 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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