User interface

The ProjectSight user interface consists of the following areas:

  1. Banner: Displays the global navigation elements.
  2. Navigation toolbar: Displays the navigation elements, page titles, and buttons related to the selected module.
  3. Project menu: Displays the modules that you can open.
  4. Content area: Displays the content associated with the selected module. You can create custom views and update information in the grids.
  5. Right-side panel: Displays information or actions related to the content area. For more information, see Panels.
Basic layout of user interface

Charlie is an AI chatbot where you can find information from the online help. By default, Charlie is available on the bottom left of the application, but you can reposition it if needed.

  • Select and drag the chatbot icon or the top of the chat area to another position.

    • The chatbot remains in that position as you navigate around the application.

  1. At the top of the chatbot window, select Chatbot reset icon.
  2. In the chat area, select Yes.

    3. Your conversation is restarted, and the welcome message is displayed again.

In the Company Search dialog, which is available from company fields such as From Company, you can search for companies or create them.

Company search example
  • In a company field, select Search icon (Search).
  1. Open the Company Search dialog.
  2. On the Select tab, turn on the Project Companies toggle.

    3. A project company has at least one contact with access to the current project.

    Company contact with project access

    Company contact with access to the project

  3. To filter the list by a column, enter a value in the filter row.
  4. Select the company name, and then select Select.
  1. In the Company Search dialog. select the Create tab.
  2. In the Name field, enter a unique company name.
  3. Enter the company details.
  4. Select Create.

    5. A company record is created in the company settings.

Contact cards represent people who are associated with the project, record, or file. These cards are displayed in places such as the Information panel or Contact Info tab of records.

Contact card example
  • On the contact card, hover over the profile picture or initials.

    • The contact information comes from the Contacts tab of the company record.

  1. On the contact card, hover over the profile picture or initials.
  2. In the contact popover, select the contact information that you want to copy.

    3. The contact information is copied to your clipboard.

  • On the contact card, select More icon (More).

    • The available actions depend on where the contact card appears.

You can move and resize various dialogs such as child record, search, and print dialogs.

  • Select the top area of the dialog, and then drag it.
    • Move dialog
  • Select the side or corner of the dialog, and then drag it.
    • Move dialog

    —Or—

    To change the dialog to the maximum size, select Icon to maximize dialog (Maximize).

    —Or—

    To change the dialog from the maximum size to the previous size, select Icon to restore dialog size (Restore).

Some areas contain grids where you can add and update information. You can also edit the grid columns.

Grid example in a drawing set
  • Select the cell, and then edit the information.

    • You can press Tab to move to the next cell in the row.

  • Right-click the cell, and then select Copy Text.
    • Copy text
  1. Select an unlocked cell that contains the value to be copied.

    2. The cell will either be selected or the dropdown list will be expanded.

  2. Press Ctrl+Down arrow.

    3. The value is copied down to the unlocked cells in the column.

    This keyboard shortcut works for columns where you directly edit or select a value. It doesn't work for columns, such as Location, where you select a value from a popup or in grids that are saved automatically.

  • Select the checkbox for one or more rows, and then select Remove.

    • The rows are deleted when you save the changes.

You can use keyboard shortcuts to navigate through ProjectSight.

Location Action Keyboard shortcut
Settings Open a top-level menu item (setting) in a new tab. Ctrl+Click
Sitewide Open a project menu item (module) in a new tab. Ctrl+Click
Sitewide Open an item in a new window. Shift+Click
Sitewide Open an item in a new tab. Ctrl+Click
Sitewide Add the current date in a date field. Ctrl+D
Sitewide Copy values down a column.

This keyboard shortcut works for columns where you directly edit or select a value. It doesn't work for columns, such as Location, where you select a value from a popup or in grids that are saved automatically.

 Ctrl+Down arrow
Sitewide Close a dialog. Esc
Sitewide Move to the next cell or field. Tab
Sitewide Select or clear a checkbox. Space bar
Drawings - Edit properties dialog Undo a change while a grid row is selected. Esc

In the content area, you can set up the data view according to your preferences. If you save the changes as a custom view, you can look at the information again with the same settings.

  • At the top-right of the view, select Tile view icon (Tile) or List view icon (List).
  1. At the top-right of the view, select Column selector icon (Columns).

    2. —Or—

    On the right-side of the grid header row, select Columns button (Columns).

    You may need to scroll to the right to see the button.

  2. Select or clear the checkboxes for the columns.
  3. Select Apply.

    4. The selected columns are displayed in the grid.

  4. To adjust the width of a column, place the pointer between two columns, and then select and drag the border.

    5. To automatically resize the column for the content, double-click the border.

    Resize column
  5. To reorder the columns, select and drag a column header to a new position in the grid.
    6. Move column header
  1. In the list view, select a column header.

    2. The items are sorted in ascending order.

  2. To sort the items in descending order, select the same column header.

When applicable, the columns are sorted by the selected column, then by the Number column, and then by the Revision column.

  • At the top-right of the view, select the Group list, and select an option.

    • Within each group, the items are sorted by the number in ascending order.

    To quickly collapse or expand the groups, you can select More icon (More) > Collapse All or Expand All on the navigation toolbar.

  • At the top-right of the view, select the Sort list, and select an option.

    • Items are sorted alphanumerically in ascending order by the selected option and then by the number.

    Drawings can be sorted alphabetically or ‘intelligently’.

  • On the navigation toolbar, select View options toolbar button (View Options) > Refresh.

    • The view is updated, so you have the latest information from other users.

  1. To modify the current view:
  2. Edit the columns in the view.
  3. On the navigation toolbar, select View options toolbar button (View Options) > View in Excel.

    4. The Excel file includes all the visible columns and rows.

This Excel file is for viewing purposes only and can't be imported back into ProjectSight.