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.

Project export

You can select the report template for each record type that's included in a project export.

A module is displayed on the Project Export page if a report is selected for the module in the settings and if the user that creates the report has access to the selected report and to the module.

To open the project export settings

Open the settings.
In the Portfolio settings or Project settings section of the menu, click Project export.

To set the report for a record type in a project export

From the record type list, select a report.