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

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

Submittal Export/Import Template - Add tab for Spec Section

Please add a tab for Spec Section in the export template for Submittals, so we can add to or change the spec sections and update the submittals in one import/export effort. As an example, in the Budget export template there is a tab for Budget Gro...
Guest over 4 years ago in PS Web App & Platform / Import/Export 0

Ability to Import Inclusions/Exclusions

Many PMs like to type up their list of inclusions from a template in Excel, so they can cut/paste/indent as necessary. They then have to copy/paste into a single line item. It would be good to be able to import directly into Projectsight as multip...
Byron Grimm over 4 years ago in PS Web App & Platform / Import/Export 0

Need Option to Import/Export Submittal Package

We are considering to migrate from Prolog to ProjectSight. In order to do so we need to be able to import submittal packages into ProjectSight. Please add/enable this feature.
Guest over 4 years ago in PS Web App & Platform / Import/Export 0

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

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

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

Import/Export option for Applications for Payment

I would be great if we had the ability to import and export Applications for Payment.
Hunter Dickerson over 3 years ago in PS Web App & Platform / Import/Export 0

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

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 9 months ago in PS Web App & Platform / Field Management / Import/Export / Reports 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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