Projects

The project selection page displays the portfolios and projects that you have access to:

  1. Global projects: All the projects, including free projects, that you have access to.
  2. Portfolios: All the portfolios that you have access to.
  3. Portfolio-specific projects: The projects that you have access to in each portfolio.
    4. Areas of the project selection page

    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.
  1. 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.
  2. In the View options panel, modify the options.
    1. If the panel is closed, select (View options) on the top-right of the project selection page.
    2. In the panel, modify the options.

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

      Indicator on icon
    3. To clear the options in the panel and the search field, select Reset.
  3. To switch to the tile view, select Tile view icon (Tile).

    4. —Or—

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

  4. To add or remove columns in the list view:
    1. Select Column selector (Columns).
    2. Select the checkboxes of the columns that you want to add to the list view.
    3. Select Apply.
  5. To sort the portfolios in the list view by a column, select the column.
  1. Select a portfolio name in the menu to see its projects.
  2. 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.
  3. In the View options panel, modify the options.
    1. If the panel is closed, select (View options) on the top-right of the project selection page.
    2. In the panel, modify the options.

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

      Indicator on icon
    3. To clear the options in the panel and the search field, select Reset.
  4. Select the project tile.
  • On the project selection page, select Settings button (Settings) on the portfolio or project tile or row.

    • —Or—

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

  • On the dashboard, select Project form toolbar button (Edit) on the navigation toolbar.

    • —Or—

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

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

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

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

    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.

When you create a project, you can use an existing project as a template to copy the project-specific settings, folder structure, and project access.

To create a free project, first select Create free account on the project selection page and set one up. Then you can create a new project and select the My portfolio (Free Version) option.

Create free account link on the project selection page and the free project option when you create a project
  1. In the left panel, select Create icon by Projects.

    2. —Or—

    Select Add Project in the tile view, or select Add in the list view.

  2. From the Portfolio list, select the portfolio that will contain the new project.
  3. Use an existing project as a template.
    1. From the Project template list, select the project that you want to copy.
    2. To copy the project-specific settings, turn on the Project settings toggle.
    3. To add all the team members to your new project, turn on the Team members toggle.
  4. Upload your project information.
    1. To include sample data in your project, select the Include sample data checkbox.

      2. The sample data includes 2 drawings and an RFI.

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

      3. —Or—

      Drag the drawings to the upload area.

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

      4. To remove a drawing from the upload list, select Table X icon next to the drawing.

    4. Select Next.
  5. Invite team members to collaborate in your project.

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

    1. Enter the email address.
    2. Select the role.
    3. Select Invite.
  6. Select Let's go.

    7. After the project is created, you can enter additional details such as the location and key contacts in the Project form.

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

  1. Open the Project form.
  2. Edit the basic project information.
    1. Edit the project name, which is displayed throughout the project.
    2. Edit the start date and time, which are used for the Work Progress widget on the project home page.
    3. Edit the address, building type, construction type, and owner, which are displayed in the summary on the project home page.
  3. Select Back arrow (Save).

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.

  1. Select Projects in the left panel.
  2. On the project selection page, select Tile view icon (Tile).
  3. On the portfolio tile, select Icon for uploading a tile image (Upload photo).
  4. Drag the image file from your computer to the Upload Image dialog.

    5. —Or—

    Select Browse, and then select the image file.

  5. 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.
      • Image sizing handle example
  6. Select Crop icon (Crop).

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.

  1. On the navigation toolbar, select Print toolbar button (Print Report).
  2. Select the report template.
  3. Select the report type.
    4. Report options
  4. Edit the file name.
  5. If available, select the report format.
  6. To include records from projects that you have access to, select Right arrow icon (Open) in the Projects list, and then select the projects.
  7. On the button, select Expand icon, and then select an option:
    8. Distribution options
    • View
    • File Library
    • Download
    • ClosedEmail
      1. Edit the subject line.
      2. In the To field, select Expand icon to choose a contact, or select Search icon to find or create a contact.

        3. To receive a copy of the email, select your name in the To, CC, or BCC field.

      3. In the Body field, enter a message.

        4. To format the message, select the text, and then select a button on the toolbar.

        Rich text editor
        1. Select the font type.
        2. Select the text size.
        3. Apply a character style.
        4. Change the text or background color.
        5. Insert a numbered or bulleted list.
        6. Decrease or increase the indent.
        7. Remove all applied styles.
        • The indent, text size, and font type aren't applied in emails.
        • Emails don't include images that are pasted into the message.
      4. Select Send.

    The available options depend on the type of report.

You can export the current project with all of its records and attachments. When the export is completed, each user in the notification list receives an email link to download it.

If you select the As Builts option for drawings or specifications, you can include items that are linked to the visible annotations. When you select an annotation in the downloaded drawing or specification, the linked item is opened. The following linked items are included in the export:

  • Linked Records: The default report is generated for each record or specification set and included in the Records folder.
  • Hyperlinked Designs & URLs: Linked drawings are included in the Drawings folder, and linked specifications are included in the Specifications folder.
  • Files (Linked Files & Photos): The linked files are included in the Files folder.
  • The export only includes the records that you have access to.
  • Draft records aren't included in the export.
  • Each record type is exported as a PDF report, which you can select in the settings.
  • If a report isn't selected for the module in the settings, or you don't have access to the selected report or the module, the module isn't displayed on the Project Export page.
  1. On the toolbar of the project dashboard, select Toolbar button to export project (Export).
  2. To include a module in the export, select its checkbox.
  3. To include attachments for a module, select the Include Attachments checkbox.
  4. To include only the current versions of drawings and specifications, select the Current Versions Only checkbox.

    5. If this checkbox is not selected, all versions are included in the export.

  5. To include items that are linked to the visible annotations in drawings or specifications, select the As Built checkbox.

    6. Linked records are included even if their checkbox isn't selected on the Project Export page.

    To make sure you can open files that are linked to annotations, select the Include Attachments checkbox.

  6. Select users and contacts that will be notified when the export is completed.
    1. In the Notify section of the panel, select Add.
    2. Open the list of users, contacts, or distribution lists.
      • To open the list of ProjectSight users, select Users.
      • To open the list of company and project contacts, select Contacts.

        • To view all the contacts in the portfolio, select the Include portfolio contacts checkbox.

      • To open the distribution lists of contacts, select Distribution list.

      The list displays only project contacts or displays all contacts and users, depending on the portfolio setting for company and contact selection.

    3. Select the checkbox for one or more names or distribution lists.

      4. If you select the checkboxes for some names or distribution lists, and then enter a search term, those checkboxes remain selected even if they're not visible in the filtered list.

    4. To invite a member, select Invite member.

      5. This option is available if you have permission to invite members.

      1. In the Email field, enter or select the email address.

        2. If you select an existing email address, the contact's name, company and default security role are entered automatically.

      2. From the Security role list, select a security role to make the new team member a ProjectSight user.

        3. —Or—

        Select None (contacts only) to make the new team member a project contact.

      3. In the First name and Last name fields, enter the name.
      4. In the Company field, select the company.

        5. —Or—

        Enter a new company name, and then select Add.

      5. Select Save.

        6. —Or—

        Select Save & add another to invite another team member.

    5. Select Done.
  7. Select Export.
  8. Review the export list, and then select Export.

You can permanently delete a project from ProjectSight.

You cannot restore a deleted project.

  1. Open the Project form.
  2. Select More icon (More) > Delete.
  3. In the confirmation dialog, type the word DELETE, and then select Delete.

    4. The Delete button is available when you type the word correctly.