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- To search in a subset of topics, select
in the search field and select a filter. - To search for a specific word or phrase, add quotation marks around it (example: "team member") in the search field.
- To remove highlighting on the search terms in a topic, select
. - To search within a topic, select
, press Ctrl+F, and enter the search term.
ProjectSight Mobile
Take ProjectSight's cloud-based construction project management software with you in the field on your phone or tablet.
Free version
You can customize the header and footer for ad hoc reports that are created from custom data views.
To open the ad hoc header and footer settings in the data view
- In the View list, select
(Settings) by the custom data view.
- Select the Report Settings tab.
View list in the RFI data view
Available fields
The following fields can be added to the header and footer:
- Date Printed: The date that the report is generated.
- Free Text: An editable text field that can be added multiple times. This field is up to 3 columns wide.
- Logo: The logo that's uploaded in the settings.
- Module Name: The plural version of the module's nomenclature (such as RFIs).
- Module & View Name: The plural version of the module's nomenclature (such as RFIs) on the first line and the data view that the ad hoc report is generated from on the second line.
- Page Number: The page number alone.
- Page X of X: The page number out of the total number of pages.
- Project Address: The project address from the Project form.
- Project Name: The project name from the Project form.
- Project Name (Number): The project name and number (prefix, number, and suffix) from the Project form.
- Project Number: The project number from the Project form.
- ProjectSight: The name of the application (ProjectSight) that the report is generated from.
- View Filters: A comma-separated list of the filters that are applied to the data view. This field is 3 columns wide.
- View Name: The data view that the ad hoc report is generated from.
Fields that are not applicable to the data view are not displayed.
Editing the report header and footer
You can add and remove fields from the header and footer in the following section:
- Header: The report header at the top of the first page. For cross-project reports, only the data from the current project is included in the header.
- Page header: The page header at the top of each page.
- Footer: The footer at the bottom of each page.
To add a predefined field to the header or footer
- In the Removed Fields area, select the field, and then drag it to a section in the Displayed Fields area.
Fields that span multiple columns can only be added to a row with enough empty columns.
To add a free text field to the header or footer
- In the Removed Fields area, select the free text field, and then drag it to a section in the Displayed Fields area.
- On the free text field, select
(Edit). - In the rich text editor, enter and format the text.
- Apply a character style.
- Select the text size.
- Select the font type.
- Remove all applied styles.
- Select the number of columns that the field will span. The maximum is the number of empty columns to the right of the field.
- Select outside of the field.
To add a row to the header or footer
- In the Removed Fields area, select a field, and then drag it above or below a row in the Displayed Fields area.
To remove a field from the header or footer
- In the Displayed Fields area, select the field, and then drag it to the Removed Fields area.
Tip
To remove a free text field, select 
(Remove) on the field.
To preview and generate the ad hoc report
- Select Preview in the ad hoc report settings.
The report is generated as a .pdf file and opens in a new browser tab. You can download or print the report from your browser.