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.

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Import/Export

Showing 31

Restore the Import/Export Icon to the up/down arrows

The Import/Export icon has been updated to now be the exact same icon as the Download files linked to selected records icon. This is confusing and will require us to update all of our user manuals that utilize the import/export function. Can the o...
Katy Rodina 3 days ago in PS Web App & Platform / Import/Export 0

Client wants to download a subset of records and attachments for a time frame

Currently there is a limitation of downloading sets of records and attachments. If the duration exceeds 15 minutes: it will time out (PS-43643). As a result an enhancement of project export was provided, but this does not offer the ability to down...
William Atchison 3 months ago in PS Web App & Platform / Import/Export 0

Print Report with Photos and Attachments

We are using punch items module to log observations reports from our Owner. The Owner does not have access to this module on their account. The only print option is detailed and links, but when we send the report to the Owner, they cannot use any ...
Guest 8 months ago in PS Web App & Platform / Field Management / Import/Export / Reports 0

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

Add Import/Export Function to Checklists

Similar to other modules where an import/export function is available (such as the Submittal Module) it would be helpful to have that function available to checklists as well - especially for the initial creation of the checklist record.
Guest over 1 year ago in PS Web App & Platform / Import/Export 0

Submittal Import Template - Filter Responsible Company by Project Companies

Currently the Responsible Company dropdown in the excel template shows all companies. It would be great if this could be filtered for just project companies.
Hunter Dickerson over 1 year ago in PS Web App & Platform / Import/Export 0

The Daily reports form is missing a export option. Can this be added?

The Daily reports form is missing a export option. Can this be added? Client's need to be able to move project data between Portfolios.
William Atchison over 2 years ago in PS Web App & Platform / Import/Export 0

Ability to import/export Contract Invoices and Applications for Payment

Can an import/export function for Contract Invoice and Application for Payment be implemented in ProjectSight?
Rick Parker over 2 years ago in PS Web App & Platform / Import/Export 0

Import Templates - Conditional Formatting

The ability to add conditional formatting to excel templates which would allow users to check for duplicates, errors, etc prior to upload. Mass importing a ton of data only to find out after uploading that the template contains a bunch of errors c...
Hunter Dickerson over 2 years ago in PS Web App & Platform / Import/Export 0

General Invoices Import - Selecting a PO

Currently, the General Invoice template does not allow you to assign a PO. You can only achieve this within the system. This should be an option in the import template as well.
Hunter Dickerson over 2 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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