Skip to Main Content
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.

Status Shipped
Categories Import/Export
Created by Brendan Radich
Created on Mar 28, 2019

Closeout Export / Project Archive

At the end of a project we have to turn over a copy of all/some of the project documents (As-built drawings, RFIs, Submittals, O&M, Warranties, etc.). Owners often want these digitally as a set of folders/files. ProjectSight should give users the ability to export a set of documents for this purpose.

Export workflow should have the checkboxes below:

-Drawings (with options for all versions or current version only, and with or without markups)

-RFIs

-Submittals

-Any folder from the File Library

The drawing markup links should work in the exported version. PlanGrid does this and ProjectSight should too. It makes turning over as-builts really easy and gives the owners something that can work on any computer.

  • Attach files
  • Brendan Radich
    Reply
    |
    Aug 31, 2023

    This item was shipped and closed, but I do not believe the shipping version addresses the entirety of my initial request. Without the ability to export as-built drawings (with markups and linked records), the drawing export portion of this feature is basically pointless. We still have to go to the Drawings module and export as-built drawings from there, which is very unreliable and slow. Using this method, we have found that you have to download in smaller chunks, or it will timeout and fail to download.

    I think this should be reopened to address my original request to include as-built drawings. Ideally these drawings would be clouded, and linked to records, so that anyone we give the package will have an offline version of the drawings that opens hyperlinked (locally downloaded) records.