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 142 of 2322

Easy Actionitems while making Meeting minutes

When making meeting minutes, typing up the minutes and making actionitems while also participating in that same meeting. Takes some skill. It should be made easier to make Action items while typing up the meeting minutes. We do have a few ideas ab...
Kaj van Brussel 6 months ago in PS Web App & Platform / Reports 0

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

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

Would be good to have a project directory form similar to that available in prolog rather than having to export to excel and then format for a final report.

No description provided
Guest about 5 years ago in PS Web App & Platform / Reports 1 Planned

Create XSD file in the PCCO area to be able to see PCO Items detail

The PrimeContractCOPCOLinks xsd file does not have any PCO Item level fields available, necessary to update a report that used to work in ProjectSight but suddenly stopped working. Fields that clients are asking to see on the report include PCO It...
Julie Adler almost 3 years ago in PS Web App & Platform / Reports 0 Likely to implement

Multiple Record Reports from record lists show the larger font on each page for the record number.

Currently, the system reports when running a report from the record list and including multiple records in the same PDF, the first page has a large font for the record number. This would be good on each page for a multiple record all in one pdf re...
William Atchison 7 months ago in PS Web App & Platform / Reports 0

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

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 4 years ago in PS Web App & Platform / Reports 0

Separate display address in lines for use in legal documents or other forms

When creating reports, sometimes the address needs to be separated out into the lines of: Address 1 Address 2 Address 3 City, State and Zip Right now, with the current data sets, the display address shows up as a string of text, which is difficult...
Julie Adler about 5 years ago in PS Web App & Platform / Reports 0

Provide option to sort record attachments in reports that print at the end of a report.

Client would like the option to sort the record file attachments that are included at the end of a report (for example Daily Construction Report with Labor Detail).
William Atchison over 4 years ago in PS Web App & Platform / Reports 0 Future consideration

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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