Assignments

When you assign a specification set or specification to other people, they have access to it in the viewer.

  1. Open the specification set or specification.
  2. In the Information panel, expand the Assigned To section.
  1. Open the project home page.
  2. If the Assignments panel is closed, select Assignmens panel toolbar button (Assignments).
  3. In the By section, select the filters.
    • Assigned To: The name of the assignee.
    • Company: The company of the assignee.
    • Record Type: The type of assigned item.
    • Status: The status of the assigned item.
    • Due Date: The due date of the assignment. If an assignment doesn't have a due date, the record due date, if available, is used.
  4. To open a specification set or specification from the panel, select one of the following:
    • Right arrow icon (Open): Open the specification set or specification in the current tab.
    • Open in new tab icon (Open): Open the specification set or specification in a new tab.
  • In the module, select the specification sets or specifications, and then select Resend icon (Send) on the toolbar.

    • —Or—

    On the assignment card, select More icon (More) > Send Assignment Reminder.

    Reminders are sent only for open assignments.

In the Information panel of the specification set or specification, you can add assignments.

  1. In the Add Assignment dialog, 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.

  1. In the Assigned to 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.
  6. To add a due date on the contact card, select Set a Due Date or Calendar icon (Date), and then select a date.

    7. If the specification set or specification has a due date, that date is used as the assignment due date, but you can change it.

  • In the Assigned To section of the panel, select the side of a contact card, and drag it to a different position.

    • Assignments don't have to be completed in this order.

  • On the contact card, select Calendar icon (Date), and select the new date.

    • You can only change the due date for assignments that aren't completed yet.

  • On the contact card, selectGrey check mark(Mark Done), so it becomes green (Green check mark).

You can only delete assignments that aren't done yet.

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

    • This person will no longer receive notifications.