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.
In the general portfolio settings, you can edit the portfolio details and project workflow states. The changes are saved automatically.
If the Activate New Features section is available in the general settings, you can turn on optional new features.
To open the general portfolio settings
- Open the settings.
- In Portfolio settings section of the menu, click General.
Portfolio name
You can edit the portfolio name in the portfolio settings.
To edit the portfolio name
- In the Portfolio Name field, edit the portfolio name.
The portfolio name must be unique.
Company and contact selection
For company and contact fields, you can filter the list to companies and contacts that are linked to the current project or show all the companies and contacts in the portfolio.
- Companies are linked indirectly to a project through their contacts.
- If the lists are filtered to the current project, you can still access all the companies and contacts in the portfolio.
Example
Project Companies toggle is turned off so that all companies are available in the Company Search dialog
Project Contacts toggle is turned off so that all contacts are available in the Contact Search dialog
To filter the company and contact lists to the current project
- Select the Apply Current Project Filter by Default checkbox.
To show all the companies and contacts in the portfolio
- Clear the Apply Current Project Filter by Default checkbox.
Project workflow states
You can add or edit the workflow states for the projects in the portfolio.
To open the project workflow states
- In the portfolio settings, click Record Settings > Projects > Workflow.
To add a workflow state
- Click New Status.
- Enter a unique name for the workflow state.
- Click circle (Color), and then select a color.
To edit a workflow state
- To change the color, click circle (Color), and then select a color.
- To change the name, click the name, and then edit it.
To reorder the workflow states
- Click the right side of a card, and then drag it to a different position.
To delete a workflow state
- On the card, click delete (Remove).
You can delete workflow states that are in use. The deleted workflow states are still linked to the existing items but can't be used for any new items.