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 41 of 2568

    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 22 days ago in PS Web App & Platform / Import/Export 0

    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 about 2 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 6 months ago in PS Web App & Platform / Import/Export 2

    Option to Import/Export Meeting Minutes

    There should be an option to Import/Export Meeting Minutes
    jamie Conrad 10 months ago in PS Web App & Platform / Import/Export 0

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

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

    Provide timeline parameters for Export

    When exporting project records and financials from the Home screen, it would be fantastic if timeline parameters could be set. The option to export modules based on calendar dates for "Created On" or "Last Modified On" parameters would be a huge t...
    Jerri Cologna 4 months ago in PS Web App & Platform / Import/Export 0

    Project Export - Custom Nomenclature

    The project export feature currently does not export custom nomenclature if we modify the naming of a module within ProjectSight. We would like this to be changed to export the nomenclature that we are using within the platform.
    Aaron Deister 6 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 about 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 5 years ago in PS Web App & Platform / Import/Export 0 Future consideration

    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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