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 139

Add and remove security group access to reports from the reports window

Currently, security group access can only be modified directly within the security group settings. This requires the admin to open and edit each security group individually when adjusting access to a specific report. It would be more efficient if ...
Michael Handlmaier 5 days ago in PS Web App & Platform / Reports 0

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 9 days ago in PS Web App & Platform / Reports 0

Scheduled Auto Email Reports Across Portfolio

Currently, you can print a report for various Document Control items (Action Items, RFIs, Issues) that spans every project in a portfolio. It would be very helpful for this to be a scheduled auto report like with individual projects.
Tim Libman 7 months ago in PS Web App & Platform / Reports 1

Meeting Minutes comment formatting doesn't allow for tiered bullets

The Meeting Minutes comments allow for formatting of tiered bullet/numbered lists within the module, but the report printouts don't capture those formats. In one of my latest Minutes, I had items 1a, 1b, and 1c, but the report showed them as items...
Guest about 3 years ago in PS Web App & Platform / Reports 4

Apply Meeting Minutes Formatting to Printed Reports

In ProjectSight, you are able to change the font, bold, underline and bullet. When you change the font size and then print a system report the font size doesn’t always show on the report even though it shows up in the module in Projectsight. In th...
Jessica Ream over 1 year ago in PS Web App & Platform / Reports 2

Hide Closed Meeting Minute Action Items

When you change status from open to close on your meeting it will auto populate the closed item into the next meeting created. Make it optional to hide the closed items from the previous meeting.
Nick Weilemann almost 2 years ago in PS Web App & Platform / Reports 3

Meeting Minutes Reports Formatting

Meeting minutes module allows for formatting in the body of each minute topic, however this does not transfer when the minutes are printed to a report. A PDF report of a meeting agenda can be sent out before meetings to allow others to prepare, bu...
Guest 9 months ago in PS Web App & Platform / Reports 0

Add signature to checklist report

Can the signatures captured from the mobile app be included in the checklist report
Brendan Myers 11 months ago in PS Web App & Platform / Reports 1

Add Word Merge to ProjectSight reporting features.

Enhancement description: Add Word Merge to ProjectSight reporting features. What is the customer trying to accomplish? Word Merge How is the lack of functionality affecting their business? Has to create emails and Word documents manually for email...
Guest over 5 years ago in PS Web App & Platform / Reports 3 Future consideration

Email Sender and Subject

It is hard to tell who is sending the report emails from ProjectSight. Also, the subject line is too long. It needs to be customizable or reduced to the job number, name and report name.
Nancy Burriss 6 months ago in PS Web App & Platform / Reports 1

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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