External links

You can add external links that are displayed in the app switcher. External links are visible to any user with access to the project.

External link in app switcher

Multiple links added to the app switcher

  1. Open the settings.
  2. In the Portfolio settings or Project settings section of the menu, click External links.

You can include variables in the external link URL to pass specific information to another application. The following variables can be included:

  • [[PortfolioID]]
  • [[PortfolioName]]
  • [[ProjectID]]
  • [[ProjectName]]
  • [[UserID]]
  • [[UserDisplayName]]

You add an external link for e-Builder and include [[UserID]] and [[ProjectName]] in the URL.

External link variable example

URL with variables added in the external links setting

External link variable example

URL after the external link is clicked on the project dashboard

  • The variables are not case-sensitive.
  • Contact the Professional Services team if you need assistance.

You can add external links that will open to one of the following places:

  • New Tab: A new tab in the same browser window.
  • New Window: A new browser window.
  • Frame: A frame within ProjectSight. The URL may not open if it contains variables or if the company who owns the URL doesn't allow it to appear in a frame.

    • After you select this option, click the link in the app switcher. If it doesn't work, you can select New Tab or New Window instead.

  1. On the navigation toolbar, click add_circle (Create).
  2. In the External Link Name field, enter the unique name with up to 30 characters that will be displayed.
  3. In the URL field, enter the URL for the link.

    4. The https, http, and ftp protocols are supported in the URL.

  4. From the Open In list, select where the link will open.
  5. Click Save.

    6. The links are displayed alphabetically.

  6. To make sure that the external link works as expected, click App switcher (App switcher) on the banner, and then click the external link.

You can edit the names and URLs of external links.

  1. In the list, click the external link.
  2. Edit the information for the external link.

    3. The changes are saved automatically.

When you delete an external link, it's removed from the app switcher.

  1. In the list, click the external link.
  2. In the panel, click delete (Remove).
  3. In the confirmation dialog, click OK.