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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Import/Export

Showing 7

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

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

Import SOV into Contracts

Currently, when creating a contract, you have to manually enter each line item under the Contracts Amount tab. It would be helpful to be able to import a SOV, as well as other information, like a Scope of Work, into Contracts. Or generate an Owner...
Dan Bentil over 4 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Application Detailed Items - Excel

Add the ability to import from Excel Detailed Items in the Application for Payment form. Adding individual rows is cumbersome and time consuming. The customer has come to rely on this functionality from within Prolog and not having is a step back ...
Guest almost 5 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Add back the ability to paste changes to an Excel export template.

Enhancement description: Add back the ability to paste changes to an Excel export template. User has created a copy of the export template and is trying to copy her edits from her copy to the import copy but the sheet is protected. Previous to Mon...
Guest about 5 years ago in PS Web App & Platform / Import/Export 0 Future consideration

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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