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 143

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

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

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

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

Add SCO Create Date to PotentialCOItems table in Crystal

Right now in reports, we can pull in information such as the SCO Number from the PotentialCOItems table but it would be nice to also be able to pull other details such as the SCO Create Date. This would be helpful when creating PCO reports that li...
Hunter Dickerson about 4 years ago in PS Web App & Platform / Reports 0

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 over 2 years ago in PS Web App & Platform / Reports 0 Likely to implement

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

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 about 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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