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.
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 invited to a project.
Example
Contacts tab of a company record
Example
Company field in a user record
Example
New team member added to a company record
Project contacts
If you're a project contact, you have access to a project. You become a project contact when:
- You're invited through the team member settings, the project banner, or a contact search dialog.
- The project is selected in your user record.
- The project is selected for you on the Contacts tab of the company record.
Example
Invitation button on the banner
Invitation button in a contact search dialog
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 portfolio by creating a user record for you.
- A ProjectSight user invites you to collaborate in a project through the team member settings, the project banner, or a contact search dialog.
- You create a Trimble Identity account from the ProjectSight page and then sign in to ProjectSight.
Example
Invitation button on the banner
Invitation button in a contact search dialog
