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Categories Record Management
Created by Brendan Radich
Created on Oct 15, 2021

Automated Backup Solution

We would like to see a backup solution to an external site in some form. While companies could build a custom solution to backup ProjectSight data using the API, I think there should be a simple GUI solution to backup to popular data storage platforms.

Backup to SharePoint/Dropbox/Box/etc.

Allow portfolio admins to authenticate to a preferred service and have ProjectSight automatically export all project records using the default single record report to corresponding project/module folders on the file service.

Additionally, I would like this to export an Excel summary version (including all columns) nightly, so that we could easily import back into PS.

Linked records & File Library should also be replicated to corresponding project folders.

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