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
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Project linking
This feature is available if the ERP integration is configured for the portfolio account.
You can link projects from an enterprise resource planning (ERP) application to ProjectSight projects.
To see which ProjectSight projects are linked to an ERP
- Open the portfolio.
- In the list view, look at the Linked column, which displays the ERP name if the project is linked.
—Or—
In the tile view, look for project tiles that display 
(ERP Link), and hover over the icon to see the ERP name.
Linking to projects
An ERP job (project) can be linked to only one ProjectSight project at a time.
The list of ERP jobs is based on the workspace ID that's associated with the ProjectSight portfolio account. All projects associated with the workspace ID are listed, regardless of your access to those jobs in the ERP application.
- Create a job in the ERP application and a project in ProjectSight before you link them.
- After you link an ERP project to your ProjectSight project, you can't change or remove the link.
To link an ERP job
- In the portfolio settings, link an ERP company to the portfolio.
- Open the project settings, and click General on the settings menu.
- In the [ERP-Name] section, click Link Project to [ERP-Name].
- From the Project list, select the project, and then click Link.
- In the confirmation dialog, click Save.
If an ERP company is not linked to the portfolio, you can't link an ERP project.
The list contains projects that are associated with the linked ERP project.