Projects

When 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.
  • Dashboard: The dashboard contains widgets with project information.

This video includes the following information:

  • Creating portfolios (1:35)
  • Creating projects (2:15)
  • Navigating to portfolio settings (2:57)
  • Navigating to project settings (3:43)
  1. In the Portfolio area, click a portfolio.
  2. In the Project area, click the project.
  • In the Project area, on the project tile, click more_horiz (More) > Edit.

    • —Or—

    On the dashboard or home page, click edit (Edit) on the navigation toolbar.

    —Or—

    In the overview on the dashboard or home page, 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.
  • On the navigation toolbar, click menu (Navigation) > Dashboard.

    • —Or—

    In the navigation trail, click the project name.

    Navigation trail example
  1. On the navigation toolbar, click menu (Navigation) > CurrentProjectName.
  2. In the tile or list view, click a 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
  1. In the Project area, on the navigation toolbar, click add_circle (Create).
  2. In the Name field, enter the project name.

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

  3. 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.

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

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

    To search for or create a company, click Search icon (Search) in the Company field.

  5. Use an existing project as a template.
    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.

  6. 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.
  7. Click Create.

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

Edit the project details and assign roles in the Project form. Changes are logged on the History tab.

  1. Open the Project form.
  2. In the Information panel, edit the project details.
    • In the Company field, select a different company.

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

      To search for or create a company, click Search icon (Search) in the Company field.

    • In the Start Date and End Date fields, enter the start and end dates of the project.

      • These dates are used in the Work Progress dashboard widget.

    • In the Forecast Start Date, Forecast Finish Date, and Forecast Allocation Type fields, enter the cost forecast information.

      • This information is used when a cost forecast is created for your projects.

  3. On the tabs, enter additional project information.
    • General: Add a description and general notes.
    • Miscellaneous: Select the project type, location, and key contacts.
    • Details: Add information for legal documents and the notary public.
    • Team: Add project contacts and assign their project roles, which are used for checklist templates and default assignees.
  4. To copy the project hyperlink, click group on the navigation toolbar, and then click Copy.
  5. 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. In the Project area, on the navigation toolbar, click view_module (Tile).
  2. On the project tile, click cloud_upload (Upload Image).

    3. —Or—

    Click more_horiz (More) > Upload Image.

  3. Drag the image file from your computer to the Upload Image dialog.

    4. —Or—

    Click Browse, and then select the image file.

  4. 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
  5. 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 (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. 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.

The Project Export feature must be turned on for each portfolio.

You can export the current project with all of its records and attachments. Each record type is exported as a PDF report, which you can select in the settings.

When the export is completed, each user in the notification list receives an email link to download it.

  • The export only includes the records that you have access to.
  • Draft records aren't included in the export.
  • 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 cloud_download (Export).
  2. To include a module in the export, select its check box.
  3. To include attachments for a module, select the Include Attachments check box.
  4. To include only the current versions of drawings and specifications, select the Current Versions Only check box.

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

  5. To notify a user when the export is completed, click Add in the Notify section, and then select the name.
  6. Click Export.
  7. 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.