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
In ProjectSight, the following types of contacts and users are available.
| Access ProjectSight | Comment on a record | Manage project files and records | |
|---|---|---|---|
| Company contacts | clear | clear | clear |
| Project contacts | clear | check1 | clear |
| ProjectSight users | check | check | check2 |
- A company contact may or may not be a ProjectSight user or a project contact.
- A project contact is always a company contact and may also be a ProjectSight user.
- A ProjectSight user is always a company contact and may also be a project contact.
Company contacts
If you're a company contact, your name is included on the Contacts tab of a company record. You become a company contact when:
- You're added to the Contacts tab of a company record.
- A user record is created for you. You're added automatically to the selected company.
- You're added as a contact through the Contact Search dialog.
Example
Contacts tab of a company record
Example
Company field in a user record
Example
Company field in the Contact Search dialog
Project contacts
If you're a project contact, you have access to a project. You become a project contact when:
- You're added to a project through the Contact Search dialog.
- You're added to the Team tab in the Project form.
- The project is selected in your user record.
- The project is selected for you on the Contacts tab of the company record.
Example
Company field in the Contact Search dialog
Example
Team tab of the Project form
Example
Project Permissions in a user record
Example
Projects cell on the Contacts tab of a company record
ProjectSight users
You become a ProjectSight user when:
- The portfolio administrator invites you to collaborate in a Invite-Portfolio">portfolio or project by creating a user record for you.
- You create a Trimble Identity account from the ProjectSight page and then sign in to ProjectSight.
