Navigate ProjectSight

Getting started with ProjectSight is easy. In this section, we will take you on a tour around ProjectSight!

Use the sample project to explore the different areas of the application.

Navigation toolbar

From the navigation toolbar, you can quickly access your project settings, project details, and even generate a project report.

  1. View your project settings.
  2. Access your project details and enter a description.
  3. Create a project report.

Dashboard

When you first enter your project, you will see your dashboard, which contains important project information.

  1. From the toolbar, open the Dashboard Organizer.
  2. Add or remove a widget from your dashboard.
  3. Edit a widget.
  4. Open a record from the widget.
Dashboard example

Navigating to modules

You can access the different modules from the navigation menu or from a dashboard tile.

  • Access the Drawings module using the navigation menu.

    • —Or—

    Navigation menu

    Access the Drawings module using the dashboard tile.

    Dashboard tile

Assignments panel

On the Assignments panel, you can view all the items with open assignments. This panel is available on the project dashboard and module pages.

  1. If the Assignments panel is closed, click Assignmens panel toolbar button (Assignments) on the navigation toolbar.
  2. To filter the list of assignments, select the filters.
    3. Filter in the Assignmens panel
  3. Open a record.
    4. Buttons to open record from Assignments panel

Administrators: Ready to create your own project?

Next Steps forward

Collaborators: Ready to collaborate with drawings?

Next Steps forward