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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 135

Portfolio Level Change Log

When a user designated as an admin makes a change there is no log that correlates with that change, currently clients are tracking changes made in a third party collaboration tools and capturing screenshots to report on this.
Nick Weilemann 12 months ago in PS Web App & Platform / Reports 0

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

Create a help page that lists fields available in the Crystal Reports XSD files

Create a description of the XSD files available and add it to the Projectsight help. The idea here is to provide a reference source to users creating custom Crystal Reports that explains what fields are available in the XSD files.
Michael Worthington about 1 year ago in PS Web App & Platform / Reports 1

Allow UDFs to carry from module to module

It would be useful to create a UDF in a PCO record and have it carry forward to the change order/invoice. In the current state what is recorded in the PCO does not reflect on the change order causing the record to appear as incomplete.
Nick Weilemann about 1 year ago in PS Web App & Platform / Reports 0

Support for Crystal Report Parameters

Add support for parameters that are built into custom Crystal Reports like there is in Prolog. This allows for much more flexibility with reports.
Byron Grimm about 1 year ago in PS Web App & Platform / Reports 0

Add Support for All Crystal Reports Supported HTML Tags for Reports

It would be great if ProjectSight supported all of the HTML tags that Crystal Reports supports for reporting. Per SAP, here are the supported HTML tags. Currently, Meeting Minutes supports rich text formatting, but almost none of that can be expor...
Brendan Radich about 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

Print Multiple Custom Reports

When choosing to print a custom report you are only allowed to print one at a time causing repetitive work to the user if they are looking to print 2+ reports. Creating the option to print multiple custom reports at one time would save the user time.
Nick Weilemann over 1 year ago in PS Web App & Platform / Reports 0

SubContractCOPCOItemLinks XSD Additional Fields

Can you add the Total Retainage Field to the XSD? We can see it on the Contract SOV but not on the Change Orders and leaves a big hole when running a detailed contract report. The goal is to have a report that shows the same information for a cont...
Ricci Stevens over 1 year ago in PS Web App & Platform / Reports 0

Ad-Hoc Scheduled reporting to File Library

Instead of only being able to schedule an ad hoc report to email on a schedule, it would be helpful to have that report be generated into a specified location in the file library, where it can be picked to be linked to other records (meeting minut...
Pasi Nurminen 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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