Search tips

To search in a subset of topics, click in the search field and select a filter.
To search for a specific word or phrase, add quotation marks around it (example: "budget column") in the search field.
To remove highlighting on the search terms in a topic, click .
To search within a topic, click , 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.

TC1 version

Portfolio linking

This feature is available if the ERP integration is configured for the portfolio account.

In the portfolio settings, you can link a portfolio with a specific ERP company. This is required for the Viewpoint Spectrum integration because units of measure are stored per company.

After you link the ERP company, you cannot change this setting.

To associate a ProjectSight portfolio with an ERP company

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

—Or—

In the project, click settings (Settings) on the banner.

In Portfolio settings section of the menu, click General.
In the [ERP-Name] section, click Link portfolio to [ERP-Name].
Select the [ERP-Name] company, and then click Link.
In the confirmation dialog, click Save.