Search tips
- To search in a subset of topics, select
in the search field and select a filter. - To search for a specific word or phrase, add quotation marks around it (example: "budget column") in the search field.
- To remove highlighting on the search terms in a topic, select
. - To search within a topic, select
, press Ctrl+F, and enter the search term.
ProjectSight Mobile
Take ProjectSight's cloud-based construction project management software with you in the field on your phone or tablet.
Information Records
Use the information records to determine how the project and portfolio will use information management documents.
- Select Records from your project or portfolio settings.
- Select Information records.
Suitability
See the available suitability statuses for information management documents.
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Select Information Records from your project or portfolio settings.
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Select Suitability.
Suitability Codes
The suitability status defines the purpose of the document uploaded to ProjectSight. This can be for a work in progress, construction, a client requirement, or other reasons. The option you chose in the Suitability Status field determines the workflow of the document.
You can add or remove suitability codes or change the name and description of current codes.
| Name | Description | Details |
|---|---|---|
| S0 | Work in Progress | The information is in a private, non-shared state and used for internal development. It is not visible or accessible to other project teams. |
| S1 | Suitable for Coordination | The information has been checked by the originator and is now shared for the purpose of coordination with other teams. It is not approved for construction or contractual submission. |
| S2 | Suitable for Information | The information has been checked and is now shared with other parties for information purposes only, as defined within the appointment. This is often used for a contractual deliverable at a key stage gate. |
| S3 | Suitable for Review and Comment | The information is shared specifically to be reviewed and commented on by other parties, typically within a defined timeframe. |
| S4 | Suitable for Construction | The information has been reviewed and authorized as suitable for use in construction, manufacturing, or fabrication. This is a critical status change, often termed "going live." |
| AR | Archived | A record of information that was previously published but has now been superseded by a later revision. It is retained for the project record. |
| CR | Client Requirement | This code is reserved for use as defined within the client's specific information requirements. Its meaning must be clearly documented in the project's information standard. |
Modify Suitability Information Records
Add, remove, or organize the default values for the suitability status in information management documents. Portfolio settings must be unlocked before they can be changed by selecting the padlock in the upper right corner. Select the padlock again to relock the settings when you are finished.
To add a status
- Select Add new row.
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Enter a unique name in the Status field.
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Enter a description of the status in the Description field.
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Select Done.
ProjectSight adds the new suitability status and makes it available for your information management documents.
To change the name or description of a status
You cannot change a status if it is in use.
- Select the status or description to change.
- Enter the new information.
- Press the Tab key or click in the pane.
ProjectSight changes the information.
To reorder a status
- Click the status and drag it to its new location.
ProjectSight moves the selected status.
To delete a status
You cannot delete a status if it is in use.
- Select the status.
- Select the X for that status.
ProjectSight removes the selected status.