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.
Contacts and users
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.

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.


Contacts tab of a company record


Company field in a user record


Company field in the Contact Search dialog

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.


Company field in the Contact Search dialog


Team tab of the Project form


Project Permissions in a user record


Projects cell on the Contacts tab of a company record

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.
