Assignments

You can assign a drawing set or specific drawings in the set to other people. If a drawing has any assignments, the assignments icon on the row is active (person).

  1. Open the drawing set.
  2. In the Information panel, expand the Assigned To section.
  1. In the drawing set, open the drawing.
  2. In the Information panel, expand the Assigned To section.
  1. Open the project home page.
  2. If the Assignments panel is closed, click Assignmens panel toolbar button (Assignments).
  3. In the By section, select the filters.
    • Assigned To: The name of the assignee.
    • Company: The company of the assignee.
    • Record Type: The type of assigned item.
    • Status: The status of the assigned item.
    • Due Date: The due date of the assignment. If an assignment doesn't have a due date, the record due date, if available, is used.
  4. To open a drawing set from the panel, click one of the following:
    • chevron_right (Open): Open the drawing set in the current tab.
    • open_in_new (Open): Open the drawing set in a new tab.
  • In the module, select the drawing sets, and then click Resend icon (Send) on the toolbar.

    • —Or—

    On the assignment card, click more_horiz (More) > Send Assignment Reminder.

    Reminders are sent only for open assignments.

If the notification setting is on, assignees receive an email when they're added. Assignees can add a comment to the drawing set or drawing by replying to the notification.

The drawing set must have a non-draft workflow status so that the assignments are visible to assignees.

  1. Open the drawing set.
  2. In the Assigned to section of the panel, click Add.
  3. Open the list of users, contacts, or distribution lists.
    • To open the list of ProjectSight users, click Users.
    • To open the list of company and project contacts, click Contacts.

      • To view all the contacts in the portfolio, select the Include portfolio contacts checkbox.

    • To open the distribution lists of contacts, click Distribution list.

    The list displays only project contacts or displays all contacts and users, depending on the portfolio setting for company and contact selection.

  4. Select the checkbox for one or more names or distribution lists.
  5. To invite a member, click Invite member.

    6. This option is available if you have permission to invite members.

    1. In the Email field, enter or select the email address.

      2. If you select an existing email address, the contact's name, company and default security role are entered automatically.

    2. From the Security role list, select a security role to make the new team member a ProjectSight user.

      3. —Or—

      Select None (contacts only) to make the new team member a project contact.

    3. In the First name and Last name fields, enter the name.
    4. In the Company field, select the company.

      5. —Or—

      Enter a new company name, and then click Add.

    5. Click Save.

      6. —Or—

      Click Save & add another to invite another team member.

  6. Click Done.
  7. To add a due date on the contact card, click Set a Due Date or Calendar icon (Date), and then select a date.

    8. If the drawing set has a due date, that date is used as the assignment due date, but you can change it.

  1. In the drawing set, open the drawing.
  2. In the Assigned To section of the panel, click Add.

    3. The contact popover only displays the active project contacts. To search for or create other active contacts in the Contact Search dialog, click Contact search icon (Contact Search).

  3. Select a person, who can only be assigned once to the record.

    4. A contact card is added to the Assigned To section.

  4. On the contact card, add or edit the due date.

If you're assigned to a drawing set or drawing, you can add a comment and link items to it by replying to the email notification. However, the assignment isn't marked as done until you manually change it.

  1. Open the email notification, and create a reply.

    2. In the email notification, click Reply.

  2. In the reply email, enter your comment above the indicated line.

    3. To include a web link, enter the URL in the reply. In ProjectSight, you can't click the link, but you can copy and paste it into a browser.

  3. Attach files to your response.

    4. The files will be uploaded to the quick upload folder for the drawing set or drawing.

  4. Send the reply.

    5. The reply is added to the Comments tab of the drawing set or drawing.

  • In the Assigned To section of the panel, click the side of a contact card, and drag it to a different position.

    • Assignments don't have to be completed in this order.

  • On the contact card, click Calendar icon (Date), and select the new date.

    • You can only change the due date for assignments that aren't completed yet.

  • On the contact card, clickcheck(Mark Done), so it becomes green (check).
  • On the contact card, click more_horiz (More) > Remove.

    • This person will no longer receive notifications.