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 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

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

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

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

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

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

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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