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
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Paid version
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
Include portfolio contacts checkbox is selected so that all the contacts are available in the 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. A deleted workflow state remains linked to a project if it was previously selected, but you can't select the deleted workflow state for anything else.