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 32

Upload multiple checklist templates into a project instead of one by one

When uploading checklist templates to projects we have to click on add, fill in the module type and then import an excel file. It would save a lot of time to be able to import mulptiple excel template files in one upload.
Patrick Schemkes over 1 year ago in PS Web App & Platform / Import/Export 0

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 almost 5 years ago in PS Web App & Platform / Import/Export 0 Future consideration

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 over 4 years ago in PS Web App & Platform / Import/Export 0 Future consideration

Client wants to download a subset of records and attachments for a time frame

Currently there is a limitation of downloading sets of records and attachments. If the duration exceeds 15 minutes: it will time out (PS-43643). As a result an enhancement of project export was provided, but this does not offer the ability to down...
William Atchison 10 months ago in PS Web App & Platform / Import/Export 0

Pull project address from Spectrum

Spectrum has the project address and should pull this info in to Project Sight automatically
Rusty Welch 5 months ago in PS Web App & Platform / Import/Export 1

Print Report with Photos and Attachments

We are using punch items module to log observations reports from our Owner. The Owner does not have access to this module on their account. The only print option is detailed and links, but when we send the report to the Owner, they cannot use any ...
Guest over 1 year ago in PS Web App & Platform / Field Management / Import/Export / Reports 0

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 over 5 years ago in PS Web App & Platform / Budget & Cost Management / Import/Export 0 Future consideration

Import/Export option for Contract Invoices

It would be great if we had the ability to import or export Contract Invoices.
Hunter Dickerson about 4 years ago in PS Web App & Platform / Import/Export 0

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 almost 5 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 almost 5 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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