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Import/Export

Showing 31

Excel Imports: Better Dropdown Fields

Enhancement description: Enable users to type to search and fill dropdowns in Excel export templates. What are we trying to accomplish?Quickly fill in import templates that contain large dropdown lists, such as Spec Section on the Submittal import...
Brendan Radich over 4 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Data link for the various modules. Or automated excel spread sheet exports from the modules.

This will assist in more focused PowerBi dashboard to be created and updated from Projectsight without needing to daily export the spreadsheets from RFI's, Submittals, etc.
Guest over 4 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Project Archiving for project close out

We need a tool that is similar to the Proliance where we can archive entire project for close out. This will include all the metadata and files associated with the record/document. Suggestions would be to write the data in excel or word, and store...
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

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

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

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

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

Ability to Import/Export SOVs for pay apps & contracts as well as other cost records.

Ability to Import/Export SOVs for pay apps & contracts as well as other cost records.
Guest about 5 years ago in PS Web App & Platform / Budget & Cost Management / 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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