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.
Notifications
ProjectSight notifies you when certain actions occur. Some notices are sent immediately while others are batched together in an email and sent during different time intervals.
Notices are sent immediately when:
- Your portfolio is created.
- You're assigned to a record.
- You're added to the courtesy copies list of a record.
- A drawing that you are a participant of is published. Participants include the author, assignees, and courtesy copy recipients of the drawing set and the published drawing.
Notices are batched together in an email when:
- You’re invited to someone’s project. (every 2 min)
- A comment is added to a record on which you're an assignee, courtesy copy recipient or checklist approver. (every 30 min)
- The workflow status is updated on a checklist on which you’re an approver. (every 30 min)
- A drawing, whether it's current or not current, is published from the project where you’re listed in the project team as an active contact. (every 120 min)
- A spec section is published from the project where you're listed in the project team as an active contact. (every 120 min)
- Assignment reminder notifications are sent based on the schedule for the record type.
- Different types of notifications may be turned off in the record settings by the administrator.
Changing your notifications
The notification preferences in your profile affect all the projects that you have access to. To stop notifications from a specific project, you must either remove all your assignments or remove your permission for that project.
To change your notification preferences for all the projects that you have access to
- On the project selection page, click settings (Settings) on the portfolio or project tile or row.
- In the project menu, click My settings > Notifications.
- Select the checkbox for the notifications that you wish to receive.
—Or—
In the project, click settings (Settings) on the banner.
To stop your notifications from a specific project
- Remove your assignments from each drawing, record, and spec section in the project.
—Or—
Ask your portfolio administrator to remove the project permission from your user record.
—Or—
Ask your administrator to remove you from the team members list.