Projects

The project selection page displays the portfolios and projects that you have access to:

  1. Global projects: All the projects that you have access to.
  2. Portfolios: All the portfolios that you have access to.
  3. Portfolio-specific projects: The projects that you have access to in each portfolio.
    4. Areas of the project selection page

    Areas of the project selection page

After you open a project, the following elements are displayed:

  • Project overview: The details in the overview come from the Project form. The project overview is available only on screens that are at least 960 pixels wide.
  • Project dashboard: The dashboard contains widgets with project information.
  1. Filter the list of projects.
    • From the filter list at the top, select a filter.
      • Owned by anyone: All projects that you have access to.
      • Owned by me: Projects that you created.
      • Not owned by me: Projects that are created by companies other than your own.
    • In the search field at the top right, enter the search terms.
  2. In the View options panel, modify the options.
    1. If the panel is closed, click (View options) on the top-right of the project selection page.
    2. In the panel, modify the options.

      3. The panel icon displays a dot if you apply any options in the panel.

      Indicator on icon
    3. To clear the options in the panel and the search field, click Reset.
  3. To switch to the tile view, click Tile view icon (Tile).

    4. —Or—

    To switch to the list view, click List view icon (List).

  4. To add or remove columns in the list view:
    1. Click Column selector (Columns).
    2. Select the checkboxes of the columns that you want to add to the list view.
    3. Click Apply.
  5. To sort the portfolios in the list view by a column, click the column.
  1. Click a portfolio name in the menu to see its projects.
  2. Filter the list of projects.
    • From the filter list at the top, select a filter.
      • Owned by anyone: All projects that you have access to.
      • Owned by me: Projects that you created.
      • Not owned by me: Projects that are created by companies other than your own.
    • In the search field at the top right, enter the search terms.
  3. In the View options panel, modify the options.
    1. If the panel is closed, click (View options) on the top-right of the project selection page.
    2. In the panel, modify the options.

      3. The panel icon displays a dot if you apply any options in the panel.

      Indicator on icon
    3. To clear the options in the panel and the search field, click Reset.
  4. Click the project tile.
  • On the project selection page, click settings (Settings) on the portfolio or project tile or row.

    • —Or—

    In the project, click settings (Settings) on the banner.

  • On the dashboard, click Project form toolbar button (Edit) on the navigation toolbar.

    • —Or—

    In the overview on the project dashboard, click edit (Edit).

  1. In the Project form, on the navigation toolbar, click group .
  2. In the Link section, click Copy.

    3. The link is copied to your clipboard and is ready to be shared. For example, you can paste the link in an email.

    • If ProjectSight doesn't have access to your clipboard, the entire hyperlink text is selected automatically. Then you can use keyboard shortcuts to copy and paste it.
    • The recipient must have the related permissions to view or edit the project.
  • In the banner, click the project switcher, and then select a project from the list.
    • Project switcher in the banner

    The list only shows projects that you have access to in the same portfolio. To switch to a project in a different portfolio, click My Projects at the bottom of the project menu, and then open the project.

When you create a project, you can use an existing project as a template to copy the project-specific settings, folder structure, and project access.

You can link a Trimble Connect project to your ProjectSight project so that it's selected automatically when you choose a model view for linking. A Trimble Connect project can be linked to only one project at a time. If you create a new project, it has the same name as the ProjectSight project, but you can also change the name later in Trimble Connect.

New projects are created automatically in the North America region of Trimble Connect. To link to a project in a different region, create the project in Trimble Connect first and then link it in ProjectSight.

Trimble Connect regions

To create a free project, first click Create free account on the project selection page and set one up. Then you can create a new project and select the My portfolio (Free Version) option.

Create free account link on the project selection page and the free project option when you create a project
  1. On the project selection page, click a portfolio in the left panel.
  2. Click the Add Project tile.

    3. —Or—

    On the toolbar, click Add.

  3. In the Name field, enter the project name.

    4. If you want to create and link a Trimble Connect project, ensure that the project name does not contain these special characters: /;*?"<>|

  4. Enter the project number.
    1. From the Prefix field, select the project prefix.
    2. In the Sequence field, enter the project sequence.
    3. From the Suffix field, select the project suffix.

      4. The combination of prefix, sequence, and suffix must be unique.

  5. In the Company field, select a different company.

    6. This company is the primary company for the project, which may affect record access for its users.

  6. Use an existing project as a template.

    7. You must be an Admin in the Trimble Connect project.

    1. Turn on the Create From Template Project toggle.
    2. Select the project that you want to copy.

      3. The list displays the projects that you have access to in the portfolio.

    3. To copy the project-specific settings, turn on the Project Settings toggle.

      4. PCO markups that are associated with a budget code aren't copied.

    4. To copy the folder structure and permissions in the File Library, turn on the File Library Folders toggle.

      5. The copied folder structure includes folders that are created automatically when you upload and link files.

    5. To grant the same project access for project and company contacts, turn on the Users toggle.

      6. Anyone with access to the template project has access to the new project.

  7. Link the project to a Trimble Connect project.
    1. Turn on the Select Linked Trimble Connect Project toggle.
    2. Select the Trimble Connect project, or to create a new project, select Create a Trimble Connect Project

      3. The list only contains unlinked projects.

    3. If you create a new project, select the Trimble Connect for Free subscription.
  8. Click Create.

    9. After the project is created, you can enter additional details such as the location and key contacts in the Project form.

You can edit the project details, including information that's displayed on the project home page. Changes are logged on the History tab.

  1. Open the Project form.
  2. Edit the basic project information.
    1. Edit the project name, which is displayed throughout the project.
    2. Edit the start date and time, which are used for the Work Progress widget on the project home page.
    3. Edit the address, building type, construction type, and owner, which are displayed in the summary on the project home page.
  3. In the Contract section, edit the information.
  4. In the Additional project locations section, edit the information in the grid.
  5. In the Info for Legal Documents section, edit the information.
  6. In the Key Contacts section, edit the information.
  7. In the Notary Public Information section, edit the information.
  8. Click arrow_back Done.

You can upload an image that represents the project. The supported file types are .bmp, .gif, .jpg, and .png.

The project image can't be deleted, but you can upload a different image to replace it.

  1. Click Projects in the left panel.
  2. On the project selection page, click view_module (Tile).
  3. On the portfolio tile, click Icon for uploading a tile image (Upload photo).
  4. Drag the image file from your computer to the Upload Image dialog.

    5. —Or—

    Click Browse, and then select the image file.

  5. In the Crop the image dialog, do any of the following:
    • To move the image, click and drag the middle of it.
    • To resize the image, click and drag a sizing handle.
      • Image sizing handle example
  6. Click crop (Crop).

You can create a report that only includes the records in the current project or a report that also includes records from other projects in the portfolio.

Linked files aren't included in project reports.

  1. On the navigation toolbar, click Print toolbar button (Print Report).
  2. Select the report template.
  3. Select the report type.
    4. Report options
  4. Edit the file name.
  5. If available, select the report format.
  6. To include records from projects that you have access to, click chevron_right (Open) in the Projects list, and then select the projects.
  7. On the button, click expand_more, and then select an option:
    8. 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.

    The available options depend on the type of report.

You can export the current project with all of its records and attachments. When the export is completed, each user in the notification list receives an email link to download it.

If you select the As Builts option for drawings or specifications, you can include items that are linked to the visible annotations. When you click an annotation in the downloaded drawing or specification, the linked item is opened. The following linked items are included in the export:

  • Linked Records: The default report is generated for each record or specification set and included in the Records folder.
  • Hyperlinked Designs & URLs: Linked drawings are included in the Drawings folder, and linked spec sections are included in the Specifications folder. In the downloaded drawing or specification, you can click the annotation to open the linked drawing, model, spec section, or URL.
  • Files (Linked Files & Photos): The linked files are included in the Files folder.
  • The export only includes the records that you have access to.
  • Draft records aren't included in the export.
  • Each record type is exported as a PDF report, which you can select in the settings.
  • If a report isn't selected for the module in the settings, or you don't have access to the selected report or the module, the module isn't displayed on the Project Export page.
  1. On the toolbar of the project dashboard, click Project export toolbar button (Export).
  2. To include a module in the export, select its checkbox.
  3. To include attachments for a module, select the Include Attachments checkbox.
  4. To include only the current versions of drawings and specifications, select the Current Versions Only checkbox.

    5. If this checkbox is not selected, all versions are included in the export.

  5. To include items that are linked to the visible annotations in drawings or specifications, select the As Built checkbox.

    6. Linked records are included even if their checkbox isn't selected on the Project Export page.

    To make sure you can open files that are linked to annotations, select the Include Attachments checkbox.

  6. Select users and contacts that will be notified when the export is completed.
    1. In the Notify section of the panel, click Add.
    2. 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.

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

      5. 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.

    5. Click Done.
  7. Click Export.
  8. Review the export list, and then click Export.

You can permanently delete a project from ProjectSight.

  1. Open the Project form.
  2. Click more_horiz (More) > Delete.
  3. In the confirmation dialog, type the word DELETE, and then click Delete.

    4. The Delete button is available when you type the word correctly.