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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 the HELP, it states this is by design. We are recommending this be changed so these features appear on the reports (printed or PDF'ed) as they appear in ProjectSight.

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    • Michael Richards
      Reply
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      Mar 17, 2025

      Love it!

    • Bryan Chau
      Reply
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      Nov 26, 2024

      The meeting minutes module is not functional for projects due to the formatting not being printed with reports. Most stakeholders on a project including clients require printed copies of the agenda/minutes in PDF or paper format rather than going through a website with login to view it. It is not realistic to require all client representatives and subcontractors/vendors who are not fully integrated into the project but are still needed to be in the loop to create Trimble accounts and continually use ProjectSight even if that is ideal. Without the text formatting being carried into printed reports, the meeting minutes module is not useful for most projects. Other functionalities within the meeting minutes like action items tracking is very nice but being able to print legible reports supersedes it in importance.

    • Guest
      Reply
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      Nov 5, 2024

      Currently, we hold our meetings in person with clients and architects and distribute PDF copies of the meeting minutes to all attendees. However, the font size in the printed meeting minutes is quite small, making it difficult for many of our employees, clients, and architects to read through them easily. Having the font size and adjusted format carry over to the reports would enhance the readability and functionality of our meeting minutes, helping to ensure that everyone can follow along more comfortably.

    • Cassondra Tower
      Reply
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      Feb 22, 2024

      It would greatly improve the functionality of the meeting minutes module to have formatting reflected in the report. Most of our customers/owners don't want to view meeting minutes within ProjectSight, so they still request a pdf copy of the minutes. Not having formatting reflected in that report severely limits how we can use the notes section of each topic.

    • Guest
      Reply
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      Nov 16, 2023

      It is very helpful to have PDF copies of minutes to send out to people. Also, since the minutes are set up to be entered in their own independent text box at all new meetings, formatting in that print function is extremely important so that users can maintain the number of previous minutes we want to include.

    8 MERGED

    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 over 1 year ago in PS Web App & Platform / Reports 0 Shipped
    4 MERGED

    Would like the formatting of meeting topic notes to apply to reports automatically.

    When printing your reports the formatting of meeting topic notes does not come over. It would be nice if this did. This completely confused me that it did not come over to the reports automatically.
    Guest over 1 year ago in PS Web App & Platform / Document Control / Reports 1 Shipped
    4 MERGED

    Add Support for All Crystal Reports Supported HTML Tags for Reports

    It would be great if ProjectSight supported all of the HTML tags that Crystal Reports supports for reporting. Per SAP, here are the supported HTML tags. Currently, Meeting Minutes supports rich text formatting, but almost none of that can be expor...
    Brendan Radich almost 2 years ago in PS Web App & Platform / Reports 0 Shipped
    15 MERGED

    Allow Color Formatted Text to Carry Through to Meeting Minutes Reports

    In Meeting Minutes we are able to color and highlight text in the notes area of a meeting topic, however, when you print the report to send to the team or client the color does not come through.
    Jeff Miller over 1 year ago in PS Web App & Platform / Document Control 0 Shipped
    44 MERGED

    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 over 3 years ago in PS Web App & Platform / Reports 4 Shipped