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Import/Export

    As-Built Export with ability to decide which annotations to include

    When exporting the drawings using the Project Export you should be able to choose which annotations you'd like to include in that export. Right now its all or nothing. So, when you try to export the drawings for as-builts it will include issues, p...
    Chelsea Slattery 5 months ago in PS Web App & Platform / Import/Export 0

    Include Custom Reports in Export Options

    We have created a custom report for our company cover sheet to include with submittals and RFIs. We would like to include this custom report in the project export options in settings so we can export the complete set of documents for each submitta...
    Guest about 1 year ago in PS Web App & Platform / Import/Export 2

    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 3 years ago in PS Web App & Platform / Import/Export 2

    Link Companies in ProjectSight to Vista

    Make linking companies bi-directional. We can link companies that are in Vista to ProjectSight, but if a company is created in ProjectSight it cannot be linked to Vista.
    Tim Long 9 months 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 over 6 years ago in PS Web App & Platform / Import/Export 0 Future consideration

    Option to Import/Export Meeting Minutes

    There should be an option to Import/Export Meeting Minutes
    jamie Conrad over 1 year ago in PS Web App & Platform / Import/Export 0

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

    Export/Archive RFI & Punchlist Data for Record Closeout Hyperlinked with attachments

    If the RFI or punchlist items do not have attachments or photos no folder is created and only the record RFI or punchlist PDF is created outside the folder. If the RFI or punchlist items do have attachments or photos the folder is created but not ...
    Jeff Young 10 months ago in PS Web App & Platform / Import/Export 0

    project export - approved document button

    Allow users to select only approved documents from submittals as a project export similiar to as built for drawings
    Brendan Myers over 1 year ago in PS Web App & Platform / Import/Export 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 7 years ago in PS Web App & Platform / Budget & Cost Management / Import/Export 1 Future consideration

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