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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

Report with bounced and blacklisted email addresses

Ability to get a daily report on email addresses that have bounced along with any email addresses that have been blacklisted (emails/notifications that have come from their Portfolios).
Guest over 2 years ago in PS Web App & Platform / Reports 0

Email Record without a default Report, only include linked files

Sometimes, it is useful to email a record and not include a report, but to only include a selection of linked files. For example, we have a policy that all Subcontract Change Orders paid from our contingency allowance are initialed by the project ...
Brendan Radich about 3 years ago in PS Web App & Platform / Reports 0

Email Templates for Each Record Type

It would be very useful if we could build email templates for each record type, at the portfolio level. When emailing a record, the user could be presented with a dropdown to select from any available templates. The templates could automatically i...
Brendan Radich about 3 years ago in PS Web App & Platform / Reports 0

Submittal Package Report Including Submittal Items Documents for Review and Cover Page

Enhancement description: There isn't a Submittal Package Report that has Submittal item Documents for review file attachments (Not links, actual merged pages). Currently users have to first run reports from the Submittals module for each submittal...
Guest over 3 years ago in PS Web App & Platform / Reports 1

Allow Print Report->All Records in One File to be saved to File Library

When generating a report of multiple drawings to be included in one PDF only the save to 'File Library' option is not available. This causes the user to have to download the file and re-upload it back into the file library, which is very time cons...
Guest over 3 years ago in PS Web App & Platform / Reports 0

Add Drawing Set Reports (Summary Log and Detailed Log)

Drawing Set reports would be useful to not only see how many sets have been released, but also when they were released. The Detailed log would be useful for tracking which drawings came from which set.
Guest about 4 years ago in PS Web App & Platform / Drawings / Reports 0 Future consideration

PCO reports need PCO Item links brought into the reports.

Some clients are uploading files to PCO Items, but when they run a PCO report these links are not being included. Seems like these PCO reports would really benefit the client to include the PCO Item links.
Guest over 4 years 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

Ability to take file names off the header of attachments when printing

Currently attachments print with the file name as the header. It would be great if we had the choice remove this.
Hunter Dickerson almost 3 years ago in PS Web App & Platform / Reports 0 Future consideration

Add "Open Assignments Company Name" To PunchList_Summary XSD

Right now the Punch List Summary reports can only pull in the Open Assignments contact name. It would be great if we could pull in the Open Assignments company name as well.
Hunter Dickerson almost 3 years 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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