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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 140

Dunning Letter - Drawings Sets and Submittals

Follow up letters addressed to clients showing items outstanding for approval and when they were due.
Guest about 4 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 over 1 year ago in PS Web App & Platform / Reports 1

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 over 1 year ago in PS Web App & Platform / Reports 0

Ability to resize (enlarge) thumbnail images in reports

Client would like to be able to resize the linked thumbnails in reports (mainly enlarge), so it isn't necessary to enter system to view, and especially if someone doesn't have access to enter the system.
Guest over 5 years ago in PS Web App & Platform / Reports 1 Future consideration

ProjectSight Cost Control Reports - Add Contact Information

Contracts and SCOs do not pull in subcontractor addresses & phone numbers, or GC, owner & architect business names into the reports. This makes sending out these items unnecessarily time-consuming. It means that instead of hitting print an...
Guest over 5 years ago in PS Web App & Platform / Budget & Cost Management / Reports 0 Future consideration

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 almost 3 years ago in PS Web App & Platform / Reports 0

Ad Hoc Reporting Size

Having the option to select letter size or legal size in regards to Ad Hoc template outputs would make them a little more user friendly in accomodating more information.
Ricci Stevens over 3 years ago in PS Web App & Platform / Reports 0 Future consideration

Change reports to show addresses

Projectsight reports needs to show To/From Company addresses and Project addresses. Users would also like the ability to add the architects company name and address as it appears in the company details tab of the Project properties. Currently, rep...
Guest over 5 years ago in PS Web App & Platform / Reports 1 Future consideration

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

Report Runtime Filters

It would be beneficial to have the ability to have runtime filters built into the crystal reports, be recognized within the ProjectSight envirnoment, and have the ability to filter based on Null values.
Ricci Stevens about 3 years ago in PS Web App & Platform / Reports 0