User interface

The ProjectSight user interface consists of the following areas:

  1. Topbar: Displays the global navigation elements.
  2. Navigation toolbar: Displays the navigation elements, page titles, and buttons related to the selected area or module.
  3. Navigation menu: Displays the areas (Portfolio and Project), modules and record types that you can open.
  4. Content area: Displays the content associated with the selected area, module, or view. You can create custom views and update information in the grids.
  5. Right-side panel: Displays information or actions related to the content area. For more information, see Panels.
Basic layout of user interface

Your permissions affect what's available and what you can do in the different areas.

This video includes the following information:

  • Portfolio navigation (0:49)
  • Help options (1:50)
  • Project navigation and assignments (5:50)
  • Record view and full form (8:15)
  • Record workflow status and assignments (10:49)

You can open various applications from ProjectSight. On the topbar, the app switcher may contain the following links, which depend on your account type and permissions:

Viewpoint Spectrum or Viewpoint Vista module links are available if the portfolio is part of an account with the associated ERP link type, which is set by ProjectSight Support.

  1. Open a portfolio that is part of an account with the Viewpoint Spectrum or Viewpoint Vista ERP link type.
  2. Set up the security roles.
    1. In the portfolio settings, click Security Roles.
    2. In the security role that will set up the links, select the following feature permissions:
      • Integrations > ERP > Link Companies
      • Integrations > ERP > Link Projects
    3. In the security roles that will have access to the links, select the applicable feature permissions in the Integrations > ERP Links section.
      4. Feature permissions

      Feature permissions for Viewpoint Vista module links

  3. Select the ERP company.
    1. In the portfolio settings, click Companies.
    2. On the navigation toolbar, click Project export toolbar button (Import/Export) > Link to ERP.
    3. In the ERP Company field, select a company.
      4. Company field

      ERP Company field

    4. Click Link > Confirm.
  4. On the General tab of the project settings, select the Link this Project to ERP checkbox, and then select a project.
  • On the topbar, click apps (App switcher), and then click a link.

In the Company Search dialog, which is available from company fields such as From Company, you can search for companies or create them.

Company search example
  • In a company field, click Search icon (Search).
    • Company field example

    Company field in a meeting

  1. Open the Company Search dialog.
  2. On the Select tab, turn on the Project Companies toggle.

    3. A project company has at least one contact with access to the current project.

    Company contact with project access

    Company contact with access to the project

  3. To filter the list by a column, enter a value in the filter row.
    4. Filter row of Company Search dialog
  4. Click the company name, and then click Select.
  1. In the Company Search dialog. click the Create tab.
  2. In the Name field, enter a unique company name.
  3. Enter the company details.
  4. Click Create.

    5. A company record is created in the company settings.

Contact cards represent people who are associated with the project, record, or file. These cards are displayed in places such as the Information panel or Contact Info tab of records.

Contact card example
  • On the contact card, click the profile picture or initials.

    • The contact information comes from the Contacts tab of the company record.

  1. On the contact card, click the profile picture or initials.
  2. In the contact popover, click the email address.

    3. The email address is copied into a new message from your default email program.

  • On the contact card, click more_horiz (More).

    • The available actions depend on where the contact card appears.

In the Contact Search dialog, which is available from fields such as Main Contact, you can search for active contacts or create them.

Contact search example
  1. In the Information panel, in the Assigned To or Courtesy Copies section, click Add.
  2. In the contact popover, click Contact search icon (Contact Search).
  1. Open the Project form.
  2. On the Miscellaneous tab, in the Key Contacts section, click Select a Contact.

    3. —Or—

    On the Team tab, click Add.

  1. In the Contact Search dialog, click the Select tab.
  2. Filter the list.
    • To limit the list to project contacts, turn on the Project Contacts toggle.
    • From the list at the top-right, select a distribution list.
    • To filter the list by a column, enter a value in the filter row.
      • Filter row of Contact Search dialog box
  3. If you can add multiple contacts, select the checkbox for each contact.

    4. —Or—

    If you can only add one contact, click the contact.

  4. Click Select.
  1. In the Contact Search dialog, click the Create tab.
  2. In the Company field, select the company.

    3. To search for or create a company, click Search icon (Search) in the Company field.

  3. From the Location list, select the company location.
  4. Enter the name and contact information.
  5. Click Create.

    6. The contact is added to the project team and to the Contacts tab of the company record.

You can move and resize various dialogs such as child record, search, and print dialogs.

  • Click the top area of the dialog, and then drag it.
    • Move dialog
  • Click the side or corner of the dialog, and then drag it.
    • Move dialog

    —Or—

    To change the dialog to the maximum size, click Icon to maximize dialog (Maximize).

    —Or—

    To change the dialog from the maximum size to the previous size, click Icon to restore dialog size (Restore).

Some areas contain grids where you can add and update information. You can also edit the grid columns.

Grid example in a drawing set
  1. In the top row of the grid, enter the value for a column.
  2. Click Grid filter button and select a filter.
    3. Search dialog filters
  • If you unlock the lookup list in the project settings or delete items from it and then filter the grid items, the grid may still display items with the old lookup list values.
  • If you filter the grid items, the Add, Up, Down, and Insert options aren't available.
  • Click the cell, and then edit the information.

    • You can press Tab to move to the next cell in the row.

  • Right-click the cell, and then click Copy Text.
    • Copy text
  1. Click on an unlocked cell that contains the value to be copied.

    2. The cell will either be selected or the dropdown list will be expanded.

  2. Press Ctrl+Down arrow.

    3. The value is copied down to the unlocked cells in the column.

    This keyboard shortcut works for columns where you directly edit or select a value. It doesn't work for columns, such as Location, where you select a value from a popup or in grids that are saved automatically.

  1. To select a line item, click the row.
  2. At the top-right of the grid, click Up or Down.
  • If you filter the grid items, the Add, Up, Down, and Insert options aren't available.
  • If you click a column header to sort the items, the sorting order is temporary.
  • Select the checkbox for one or more rows, and then click Remove.

    • The rows are deleted when you save the changes.

You can use keyboard shortcuts to navigate through ProjectSight.

Location Action Keyboard shortcut
Sitewide Open item in a new window. Shift+Click
Sitewide Open item in a new tab. Ctrl+Click
Sitewide Add the current date in a date field. Ctrl+D
Sitewide Copy values down a column.

This keyboard shortcut works for columns where you directly edit or select a value. It doesn't work for columns, such as Location, where you select a value from a popup or in grids that are saved automatically.

 Ctrl+Down arrow
Sitewide Close a dialog. Esc
Sitewide Move to the next cell or field. Tab
Sitewide Select or clear a checkbox. Space bar
Budgets

Meeting minutes grid

 Save changes to the current cell if applicable, and move down to the next cell.

This keyboard shortcut doesn't work for cells where you can enter multiple lines of text.

 Enter
Budgets

Meeting minutes grid

 Save changes to the current cell if applicable, and move up to the previous cell.

This keyboard shortcut doesn't work for cells where you can enter multiple lines of text.

 Shift+Enter
Budget - Forecast To Complete editor Navigate to the Forecast To Complete editor for the previous budget item. Mac: Option+Left arrow

Windows: Alt+Left arrow
Budget - Forecast To Complete editor Navigate to the Forecast To Complete editor for the next budget item. Mac: Option+Right arrow

Windows: Alt+Right arrow

In the content area, you can set up the data view according to your preferences. If you save the changes as a custom view, you can look at the information again with the same settings.

  • At the top-right of the view, click view_module (Tile) or view_list (List).
  1. At the top-right of the view, click view_column (Columns).

    2. —Or—

    On the right-side of the grid header row, click Columns button (Columns).

    You may need to scroll to the right to see the button.

  2. Select or clear the checkboxes for the columns.
  3. Click Apply.

    4. The selected columns are displayed in the grid.

  4. To adjust the width of a column, place the pointer between two columns, and then click and drag the border.

    5. To automatically resize the column for the content, double-click the border.

    Resize column
  5. To reorder the columns, click and drag a column header to a new position in the grid.
    6. Move column header
  1. In the list view, click a column header.

    2. The items are sorted in ascending order.

  2. To sort the items in descending order, click the same column header.

When applicable, the columns are sorted by the selected column, then by the Number column, and then by the Revision column.

  • At the top-right of the view, click the Group list, and select an option.

    • Within each group, the items are sorted by the number in ascending order.

    To quickly collapse or expand the groups, you can click more_horiz (More) > Collapse All or Expand All on the navigation toolbar.

  • At the top-right of the view, click the Sort list, and select an option.

    • Items are sorted alphanumerically in ascending order by the selected option and then by the number.

    Drawings can be sorted alphabetically or ‘intelligently’.

  • On the navigation toolbar, click View options toolbar button (View Options) > Refresh.

    • The view is updated, so you have the latest information from other users.

  1. To modify the current view:
  2. Edit the columns in the list view.
    • In the Search field, enter a search term.
    • From the Group By list, select an option.
  3. Edit the columns that are displayed in the budget.
  4. On the navigation toolbar, click View options toolbar button (View Options) > View in Excel.

    5. The Excel file includes all the visible columns and rows.

This Excel file is for viewing purposes only and can't be imported back into ProjectSight.