Search tips

To search in a subset of topics, click 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, click .
To search within a topic, click , 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.

Reports

You can add and edit reports that are used for drawings, records, and specifications. The following types are available:

Reports from templates: Reports that are created from custom or system report templates.
Ad hoc reports: Reports that are based on a selected data view.

The basic process for working with reports from templates:

In the portfolio or project settings, upload a report logo.
In the portfolio settings, change how linked files are included in emailed reports for single records.
Create or edit the report file in Crystal Reports.
For each record type, add a custom report template, or edit an existing report template.
Generate a report for the selected drawings, records, or specifications.

The basic process for working with ad hoc reports:

Create and save a data view.
In the report settings, customize the header and footer.
Generate a report for the selected custom view.