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

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

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

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

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

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

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

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 15 days 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

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

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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