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 139

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

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

Exporting daily log notes/comments

Would be nice to set up automatic reporting for specific items such as the notes or comments portion of a daily log. Same is true for specific documents and or time entries.
Jack Bowen 10 months ago in PS Web App & Platform / Daily Reports / Reports 0 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

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

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 about 3 years ago in PS Web App & Platform / Reports 0 Future consideration

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

History Report

You can view the history of any record within ProjectSight but there is no way to run a report with this information. We need a way to pull this information into a printable format.
Ricci Stevens over 2 years ago in PS Web App & Platform / Reports 0

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

Allow Scheduled ad hoc reports to be emailed to another user

By allowing these reports to be emailed to other users allows us to NOT give those users access to the records and just get the reports. We'd also like an Excel option vs pdf.
Mercedes Green 5 months 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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