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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 139

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

Ad Hoc View Print/Report Matches On-Screen View

When creating a custom/ad hoc view where it can be grouped by any available field, the printed/report view should reflect what is seen on web where the "Grouped By" field is bolded AND has the number count
Guest over 2 years ago in PS Web App & Platform / Reports 0

Add Submittal Importance to Submittals Register Summary XSD

We are trying to create a report that includes Submittal Importance in a Summary Log, but the Submittal Importance is not in the XSD File. This is an important field for reporting on submittals and would be very helpful to have available to includ...
Guest over 4 years ago in PS Web App & Platform / Reports 0 Already exists

RFI/Submittal XSD Request

Can we get an XSD file that shows the Project information Misc. Tab, and General Information. Project Start/End Date to incorporate into an RFI and Submittal Report. We have several projects in one portfolio, and have re-purposed some fields in th...
DeAnn Westbrook 8 months 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 about 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 about 3 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 almost 4 years ago in PS Web App & Platform / Reports 0 Future consideration

Grouping pictures with relevant comments or picture captions in daily reports

Ability to have pictures related to a comment on daily report to be grouped with the relevant comment or picture caption.
Guest over 5 years ago in PS Web App & Platform / Reports 0 Future consideration

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 about 4 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 about 4 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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