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 ().

To view the assignments for a drawing set

Open the drawing set.
In the Information panel, expand the Assigned To section.

To view the assignments for a drawing

In the drawing set, open the drawing.
In the Information panel, expand the Assigned To section.

To view the unlocked drawing sets with open assignments

Open the project home page.
If the Assignments panel is closed, select (Assignments).
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.

To open a drawing set from the panel, select one of the following:

(Open): Open the drawing set in the current tab.
(Open): Open the drawing set in a new tab.

To send an assignment reminder

In the module, select the drawing sets, and then select (Send) on the toolbar.

—Or—

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

Reminders are sent only for open assignments.

Adding 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.

To copy the contact details

In the Add Assignment dialog, hover over the profile picture or initials.
In the contact popover, select the contact information that you want to copy.

The contact information is copied to your clipboard.

To add an assignment to a drawing set

Open the drawing set.
In the Assigned to section of the panel, select Add.
Open the list of users, contacts, or distribution lists.

To open the list of ProjectSight users, select Users.
To open the list of company and project contacts, select Contacts.

Tip

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

To open the distribution lists of contacts, select Distribution list.

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

Select the checkbox for one or more names or distribution lists.

If you select the checkboxes for some names or distribution lists, and then enter a search term, those checkboxes remain selected even if they're not visible in the filtered list.

To invite a member, select Invite member.

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

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

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

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

—Or—

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

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

—Or—

Enter a new company name, and then select Add.

Select Save.

—Or—

Select Save & add another to invite another team member.

Select Done.
To add a due date on the contact card, select Set a Due Date or (Date), and then select a date.

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

To add an assignment to a drawing

In the drawing set, open the drawing.
In the Assigned To section of the panel, select Add.

Tip

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

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

A contact card is added to the Assigned To section.

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

Replying to assignments

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.

To add a comment via the email notification

Open the email notification, and create a reply.

Example

In the email notification, select Reply.

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

Tip

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

Attach files to your response.

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

Send the reply.

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

Editing assignments

To reorder the assignments

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

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

To change the due date

On the contact card, select (Date), and select the new date.

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

To mark an assignment as completed

On the contact card, select(Mark Done), so it becomes green ().

Deleting assignments

To delete an assignment

On the contact card, select (More) > Remove.

This person will no longer receive notifications.

ProjectSight Mobile

Assignments