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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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Import/Export

Showing 31

Excel Imports: Better Dropdown Fields

Enhancement description: Enable users to type to search and fill dropdowns in Excel export templates. What are we trying to accomplish?Quickly fill in import templates that contain large dropdown lists, such as Spec Section on the Submittal import...
Brendan Radich over 4 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Export Distribution Lists to Excel

Oftentimes, Projects need to send mass emails to their Trade Partner Community. Currently, there is no way to export a Distribution List (RFIs/ASIs/Field Supervisors) to excel so the email addresses can be copied and pasted into the email. Example...
Guest about 4 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Ability to Import/Export SOVs for pay apps & contracts as well as other cost records.

Ability to Import/Export SOVs for pay apps & contracts as well as other cost records.
Guest about 5 years ago in PS Web App & Platform / Budget & Cost Management / Import/Export 0 Future consideration

Upload multiple checklist templates into a project instead of one by one

When uploading checklist templates to projects we have to click on add, fill in the module type and then import an excel file. It would save a lot of time to be able to import mulptiple excel template files in one upload.
Patrick Schemkes about 1 year ago in PS Web App & Platform / Import/Export 0

Import/Export option for Contract Invoices

It would be great if we had the ability to import or export Contract Invoices.
Hunter Dickerson over 3 years ago in PS Web App & Platform / Import/Export 0

Data link for the various modules. Or automated excel spread sheet exports from the modules.

This will assist in more focused PowerBi dashboard to be created and updated from Projectsight without needing to daily export the spreadsheets from RFI's, Submittals, etc.
Guest over 4 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Project Archiving for project close out

We need a tool that is similar to the Proliance where we can archive entire project for close out. This will include all the metadata and files associated with the record/document. Suggestions would be to write the data in excel or word, and store...
Guest over 4 years ago in PS Web App & Platform / Import/Export 0

Allow more flexibility in export/import templates - ability to type in a drop-down

It would be nice to be able to type in a box instead of having to pick from the drop-down. For example, there might be hundreds of spec sections and you have to scroll through them all to get to the one you need, instead of just typing it in and h...
Guest over 4 years ago in PS Web App & Platform / Import/Export 0

Separate the permission for the feature import/export. Currently it is tied to the record view permission

This option would be useful so a client could still provide the ability to view, edit, delete records yet not have the ability to import or export records. Having this separate gives the client the flexibility to decide independently who has expor...
William Atchison over 3 years ago in PS Web App & Platform / Import/Export 0

Allow Cost Forecast to export charts and graphs

the summary table would be helpful to use in Excel, but I don't see an export button on this feature. The graphed cash flow would be helpful as an export to pdf or jpg so I can attach it to my client report.
Guest almost 4 years ago in PS Web App & Platform / Import/Export 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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