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.
Basics
Welcome to ProjectSight, a web-based construction project management application powered by Trimble, the industry standard for successful construction project delivery. To learn more about using ProjectSight, browse through the help topics, or search for specific terms.
Remember to get the ProjectSight for iPad app so your project information is available in the field, whether you're online or offline.
Contacts and users
In ProjectSight, you can be one or more of the following types:
- Company contact: You're included on the Contacts tab of a company record.
- Project contact: You have access to a project.
- ProjectSight user: You're invited by the administrator to collaborate in one or more projects in that portfolio. Company and project contacts don't have to be ProjectSight users.
Your portfolio administrator sets the permissions for features, record types, and fields.

This video includes the following information:
- Creating custom roles (3:40)
- Feature permissions (4:57)
- Record and field permissions (16:51)
- Companies and contacts overview (22:10)
- Inviting users to ProjectSight (40:42)
Getting started
To get started in ProjectSight, follow these steps: