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 135

RFI/Submittal XSD Request

Can we get an XSD file that shows the Project information Misc. Tab, and General Information. Project Start/End Date to incorporate into an RFI and Submittal Report. We have several projects in one portfolio, and have re-purposed some fields in th...
DeAnn Westbrook 3 months ago in PS Web App & Platform / Reports 0

Custom Default Report Naming

Enhancement description: Allow admins to define report naming conventions for downloaded & emailed reports for all records. What are we trying to accomplish? Customize and/or simplify the naming of downloaded or emailed files. How is the lack ...
Brendan Radich almost 4 years ago in PS Web App & Platform / Reports 1

PO Balance XSD

The current XSD that is built for purchase orders displays the Current PO Balance at the time the GI is saved and not the PO Balance on the record. Please create an XSD to display PO Balance on record.
Nick Weilemann 10 months ago in PS Web App & Platform / Reports 1

Report Formatting - Larger Thumbnails of Linked Files

Please see attached comparison of ProjectSight report with Plangrid. Client sees value in ProjectSight and Connect but would like the thumbnails to linked files improved per the attached. Comment is "the thumbnails are too small and not an enlarge...
Guest about 5 years ago in PS Web App & Platform / Reports 1 Future consideration

For SCO and PCCO detail reports add a signature line for sign off.

For SCO and PCCO detail reports add a signature line for sign off. Clients need the signature for sub and owner change orders. The signature provides the proof of aknowledgement needed for accountability to manage the project.
William Atchison over 3 years ago in PS Web App & Platform / Reports 0

Increase Font Size on Printed Reports

The font size on the reports is very small when printed out. Requesting a standard increase to the font size, or a standard setting that allows you to adjust the font size without creating a custom Crystal Report for each report.
Guest over 4 years ago in PS Web App & Platform / Reports 0

Dunning Letter - Drawings Sets and Submittals

Follow up letters addressed to clients showing items outstanding for approval and when they were due.
Guest over 3 years ago in PS Web App & Platform / Reports 0

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 12 months ago in PS Web App & Platform / Reports 1

Better Attachment Printing/Visibility Controls

Problem: Throughout the life an RFI, it's common to have many attachments for references or proposed solutions. When printing the RFI after it has been answered, a user has to know which ones to select to include in the printed version. Otherwise,...
Brendan Radich over 2 years 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

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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