Project team

The project team is a read-only list of the contacts associated with your project. If these contacts aren't also ProjectSight users, they have limited access to the project. For example, they can only add a comment via email to records that they're assigned to, but they can't make any other changes.

  1. If the Search panel is closed, click Search icon (Search) on the navigation toolbar.
  2. Set the filters.
  • In the list, click the email address.

    • The email address is copied into a new message from your default email application.

  1. At the top-right of the view, click view_column (Columns).
  2. Select or clear the checkboxes for the columns.
  3. Click Apply.

    4. The selected columns are displayed in the grid.

  1. In the list, select the checkbox for each contact that will be included.

    2. If no checkboxes are selected, all the contacts are included in the report.

  2. On the navigation toolbar, click Print toolbar button (Print Report).
  3. In the Print Report dialog, set the report options.
    1. Select the report type.
    2. Edit the report name.
    3. If available, select the report format.
  4. On the button, click expand_more, and then select an option:
    5. Distribution options
    • View
    • File Library
    • Download
    • ClosedEmail
      1. Edit the subject line.
      2. In the To field, click expand_more to select a contact, or click search to find or create a contact.

        3. To receive a copy of the email, select your name in the To, CC, or BCC field.

      3. In the Body field, enter a message.

        4. To format the message, select the text, and then click a button on the toolbar.

        Rich text editor
        1. Select the font type.
        2. Select the text size.
        3. Apply a character style.
        4. Change the text or background color.
        5. Insert a numbered or bulleted list.
        6. Decrease or increase the indent.
        7. Remove all applied styles.
        • The indent, text size, and font type aren't applied in emails.
        • Emails don't include images that are pasted into the message.
      4. Click Send.

You can add people as project contacts to grant them access to the project.

  1. On the project home page, on the navigation toolbar, click Project form toolbar button (Edit).
  2. On the Team tab, click Add.
  3. In the Contact Search dialog, search for or create the contact.

    4. The Project Contacts toggle is unavailable when you add a contact in the Project form.

  1. In the company settings, open the company record.
  2. Click the Contacts tab.
  3. Add the contact.
  4. In the Projects cell of the contact, click Search button.
  5. Select the checkboxes for the projects, and then click Select.
  1. In the user settings, open the user record.
  2. In the Project Permissions section, select the projects.

You can also add project contacts in the Contact Search dialog.

Only active contacts appear in the Contact Search dialog.

  1. In the company settings, open the company record.
  2. Click the Contacts tab.
  3. In the grid row, select or clear the Active checkbox.

The project team is updated when you remove project access from someone. You can also manage project access in the company or user settings.

  1. On the project home page, on the navigation toolbar, click edit (Edit).
  2. Click the Team tab.
  3. Select the checkbox for the contact, and then click Remove.