Search tips
- To search in a subset of topics, select
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, select
. - To search within a topic, select
, 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.
TC1 version
You can view and edit settings at the portfolio or project level. Portfolio settings affect all the projects in that portfolio, and project settings only affect a specific project.
- The settings are displayed if you're assigned to a role that has the permissions for them.
- In the Portfolio Administrator security role:
- If the portfolio settings permission isn't selected, portfolio administrators still have access to the portfolio settings.
- If the project settings permission isn't selected,
(Settings) isn't displayed on the project selection page, but portfolio administrators still have access to the project settings when they open the project.
To open the settings
- On the project selection page, select (Settings) on the portfolio or project tile or row.
—Or—
In the project, select (Settings) on the banner.
Locked project settings
Some settings, such as lookup lists, are available in the portfolio and project settings. By default, the project settings are locked, so they inherit their settings from the portfolio. If you unlock the settings at the project level, they become project-specific and editable. If you lock them again, the project-specific settings are replaced by the portfolio-level settings.
- After you unlock the project settings, changes at the project level only affect new records or records that are updated after the settings were unlocked.
- The company settings are never locked because the companies and their details are the same in the portfolio and project settings.
- If the workflow status settings are unlocked, and a workflow status is used for a record, the settings can't be relocked.
To unlock the project settings
- Open the project settings.
- On the navigation toolbar or in the panel, select
(Locked).
The button changes to 
(Unlocked).
To lock the project settings
- Open the project settings.
- On the navigation toolbar or in the panel, select (Unlocked).
- In the confirmation dialog, select OK.
The button changes to (Locked).