Projects

You can open your free and paid projects from the project selection page. This page is organized into the following areas:

Global projects: All the projects that you have access to.
Portfolios: All the portfolios that you have access to. This area is visible if you have access to at least one portfolio.
Portfolio-specific projects: The projects that you have access to in each portfolio.

Areas of the project selection page

After you open a project, the following elements are displayed:

Project overview: The details in the overview come from the Project form. The project overview is available only on screens that are at least 960 pixels wide.
Project dashboard: The dashboard contains widgets with project information.

To modify the view on the project selection page

Filter the list of projects.

From the filter list at the top, select a filter.

Owned by anyone: All projects that you have access to.
Owned by me: Projects that you created.
Not owned by me: Projects that are created by companies other than your own.

In the search field at the top right, enter the search terms.

In the View options panel, modify the options.

If the panel is closed, select (View options) on the top-right of the project selection page.
In the panel, modify the options.

The panel icon displays a dot if you apply any options in the panel.

To clear the options in the panel and the search field, select Reset.

To switch to the tile view, select (Tile).

—Or—

To switch to the list view, select (List).

To add or remove columns in the list view:

Select (Columns).
Select the checkboxes of the columns that you want to add to the list view.
Select Apply.

To sort the portfolios in the list view by a column, select the column.

To open a project

Select a portfolio name in the menu to see its projects.
Filter the list of projects.

From the filter list at the top, select a filter.

Owned by anyone: All projects that you have access to.
Owned by me: Projects that you created.
Not owned by me: Projects that are created by companies other than your own.

In the search field at the top right, enter the search terms.

In the View options panel, modify the options.

If the panel is closed, select (View options) on the top-right of the project selection page.
In the panel, modify the options.

The panel icon displays a dot if you apply any options in the panel.

To clear the options in the panel and the search field, select Reset.

Select the project tile.

To open the project settings

On the project selection page, select (Settings) on the portfolio or project tile or row.

—Or—

In the project, select (Settings) on the banner.

To open the Project form

On the dashboard, select (Edit) on the navigation toolbar.

—Or—

In the overview on the project dashboard, select (Edit).

To copy the link for the project

In the Project form, on the navigation toolbar, select (Sharing).
In the Link section, select Copy.

The link is copied to your clipboard and is ready to be shared. For example, you can paste the link in an email.

If ProjectSight doesn't have access to your clipboard, the entire hyperlink text is selected automatically. Then you can use keyboard shortcuts to copy and paste it.

To switch to a different project

In the banner, select the project switcher, and then select a project from the list.

The list only shows projects that you have access to in the same portfolio. To switch to a project in a different portfolio, select My Projects at the bottom of the project menu, and then open the project.

Creating projects

You can create up to 3 free projects that are automatically added to a portfolio called My portfolio (Free Version).

Tip

In the project menu, you can see how many free projects that you've created.

Number of free projects created

To create your first free project

Select the Add Project tile.

—Or—

On the toolbar, select Add.

Select the checkbox on the ProjectSight free subscription page to agree to the terms and conditions.

If you have permission to create projects in a portfolio, the terms and conditions aren't displayed.

Enter the project name and number, and then select Next.
Upload your project information.

To include sample data in your project, select the Include sample data checkbox.

The sample data includes 2 drawings and an RFI.

Select Browse, and select one or more drawings (.pdf or .zip files).

—Or—

Drag the drawings to the upload area.

To upload more drawings, select Browse, or drag the drawings to the upload area.

Tip

To remove a drawing from the upload list, select next to the drawing.

Select Next.

Invite team members to collaborate in your project.

Enter the email address.
Select the role.
Select Invite.

Select Let's go.

To create an additional free project

Select the Add Project tile.

—Or—

On the toolbar, select Add.

If you have permission to create projects in a portfolio, select My portfolio (Free Version) from the Portfolio list.
To set the project number in the Number, enter a unique combination of the prefix, sequence, and suffix.

The prefix and suffix are optional.

Use an existing project as a template.

This option is available if you previously created a project.

From the Project template list, select the project that you want to copy.
To copy the project-specific settings, turn on the Project settings toggle.
To add all the team members to your new project, turn on the Team members toggle.

Upload your project information.

To include sample data in your project, select the Include sample data checkbox.

The sample data includes 2 drawings and an RFI.

Select Browse, and select one or more drawings (.pdf or .zip files).

—Or—

Drag the drawings to the upload area.

To upload more drawings, select Browse, or drag the drawings to the upload area.

Tip

To remove a drawing from the upload list, select next to the drawing.

Select Next.

Invite team members to collaborate in your project.

This step is unavailable if you use a project template and turn on the Team members toggle.

Enter the email address.
Select the role.
Select Invite.

Select Let's go.

Editing projects

You can edit the project details, including information that's displayed on the project home page. Changes are logged on the History tab.

To edit the details of a project

Open the Project form.
Edit the basic project information.

Edit the project name, which is displayed throughout the project.
Edit the start date and time, which are used for the Work Progress widget on the project home page.
Edit the address, building type, construction type, and owner, which are displayed in the summary on the project home page.

Select (Save).

Uploading project images

You can upload an image that represents the project. The supported file types are .bmp, .gif, .jpg, and .png.

The project image can't be deleted, but you can upload a different image to replace it.

To upload a project image

Select Projects in the left panel.
On the project selection page, select (Tile).
On the portfolio tile, select (Upload photo).
Drag the image file from your computer to the Upload Image dialog.

—Or—

Select Browse, and then select the image file.

In the Crop the image dialog, do any of the following:

To move the image, select and drag the middle of it.
To resize the image, select and drag a sizing handle.

Select (Crop).

Creating project reports

You can create a report that only includes the records in the current project or a report that also includes records from other projects in the portfolio.

Linked files aren't included in project reports.

To create a project report

On the navigation toolbar, select (Print Report).
Select the report template.
Select the report type.

Edit the file name.
If available, select the report format.
To include records from projects that you have access to, select (Open) in the Projects list, and then select the projects.
On the button, select , and then select an option: