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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 135

Saved to File Versioning

We would like the ability for versioning when the 'Print to File' option is selected for a record.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Reports 0

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

Meeting Minutes: Highlight each row containing topic number, description etc

It is difficult to differentiate the item you are talking about from the notes and comments in the report. If it were highlighted or at least bold it would stand out with the notes and comments following. It would be a lot easier to follow along o...
Kenani about 3 years ago in PS Web App & Platform / Reports 0

Add BI Reports Creator/Editor feature like eBuilder's implementation

Enhancement description: Add a reporting feature/module like eBuilder's BI Reporting. This would allow anyone to create and run custom reports without the need to export files or use Crystal reports. What are we trying to accomplish? Make reportin...
Guest about 3 years ago in PS Web App & Platform / Reports 0

Set Default Report as a Project Setting

We would like the ability to choose the default Report format at the Project Level instead of only at the Portfolio level. Here are 2 examples: 1) We have a project that uses a custom RFI print format and we would like to have that the default for...
David Olivet about 3 years ago in PS Web App & Platform / Reports 0

Custom Reports Across All Modules

It would be helpful to create custom reports at the project and portfolio level. My current project is split into multiple sub-projects. I can run a pre-populated report for submittals across the different projects. But I have to run separate repo...
Guest about 3 years 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 3 years ago in PS Web App & Platform / Reports 0

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

Add widget or report to show all impacts entered across entire project.

Impact for cost, schedule and drawings shows up in multiple areas of a project. It would be helpful for a project manager to see all impact across the modules either as a report or as a widget on the main project page.
Guest over 3 years ago in PS Web App & Platform / Reports 0

Combining multiple projects in Report Data

For certain contracts, the client may choose to break up the scope of work into sub-projects. When creating projects within the portfolio, we may choose to break up ProjectSight projects into these sub-projects. While creating this separation, it ...
Guest over 3 years ago in PS Web App & Platform / Reports 0