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.
Enhancement description:
Allow admins to define report naming conventions for downloaded & emailed reports for all records.
What are we trying to accomplish?
Customize and/or simplify the naming of downloaded or emailed files.
How is the lack of functionality affecting the business?
Some records, (SCOs for example) have confusing naming structures and require a lot of editing before downloading or emailing records. This step could be eliminated if admins could customize this in record settings.
Suggested implementation:
Add a file name setting (for each report) to Portfolio Settings > Record Settings > {Record Type} > Reports. Allow admins to (optionally) customize the name of downloaded or attached reports using strings and variables.
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.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
Totally Agreement with Brendan's reasons, except I would just like to simplify the naming for files. Just just the acronym in lieu of the long for of the name, i.e.: PCO, COR, PCCO, RFI, etc. When the title in in the file name with the description it make the file name very long, especially when the description is long.