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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 139

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 9 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

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 over 1 year ago in PS Web App & Platform / Reports 1 Planned

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 11 months 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 12 months ago in PS Web App & Platform / Document Control / Reports 1 Future consideration

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

Timed Reports

Have the ability to "auto run" reports based on defined timelines vs. having to go in and run them. Need to run the same report on a certain interval for reporting to mgmt or client.
john oberhausen about 1 year ago in PS Web App & Platform / Reports 0

Ad-Hoc Reporting to Include Status Colors in Report

Currently Ad-Hoc reports will show the status column in the reports but does not show the color associated with that status. Visually, it's easier to distinguish statuses in the summary reports when you can also see the colors.
Amanda Newsom 10 months ago in PS Web App & Platform / Reports 0

Reports to Navigation (Report Tree)

Add a Report Tree or Report Manager tool at the top of the homepage or to the navigation bar where someone can view and choose reports to run and print from the home screen as opposed to having to go into each module, hitting print, selecting the ...
Guest about 5 years ago in PS Web App & Platform / Reports 0 Likely to implement

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