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 31

Email creates Issue

Please enable a way to forward emails into ProjectSite to automatically generate an Issues page.
Guest over 2 years ago in PS Web App & Platform / Import/Export 0

Ability to select non-project contacts in import templates

Currently in import templates such as the Purchase Orders, users can select From Company and To Company from the full list of non-project companies but you cannot select the To or From Contact from the full list of non-project contacts associated ...
Hunter Dickerson over 2 years ago in PS Web App & Platform / Import/Export 0

Include .xlsx file format when exporting to Word

When exporting to Word, the only available option is .rtf. Autosave cannot be turned on for .rtf documents in Word. -If we upgrade the file to xlsx, it really messes up the formatting, and takes time to correct. We have lost work because of this l...
Guest over 2 years ago in PS Web App & Platform / Import/Export 0

Consolidate all Import/Export types to one location in Settings

Problem: Currently when users want to start a new portfolio or project, they have to visit many different places in the settings area to export the spreadsheets to input their data, then go back to those locations to import again. Suggestion: Keep...
Guest almost 3 years ago in PS Web App & Platform / Import/Export 0

Excel Template - Color Blind Option

The shading of required fields in the default ProjectSight Templates cannot be seen by those individulas. If there was a color-blind option or if the required field was a different color it could be used by more people.
Ricci Stevens about 3 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

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

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

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

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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