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

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

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

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

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

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/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

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

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

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

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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