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.

Courtesy copies

You can add people to the courtesy copies list of a specification set or spec section. They have access but aren't required to take any action on it.

Adding courtesy copies

In the Information panel of the specification set or spec section, you can add courtesy copies.

To add a courtesy copy

In the Courtesy Copies section of the panel, click Add.
Open the list of users, contacts, or distribution lists.

To open the list of ProjectSight users, click Users.
To open the list of company and project contacts, click Contacts.

To open the distribution lists of contacts, click Distribution list.

The list displays only project contacts or displays all contacts and users, depending on the portfolio setting for company and contact selection.

Select the checkbox for one or more names or distribution lists.
To invite a member, click Invite member.

This option is available if you have permission to invite members.

In the Email field, enter or select the email address.

If you select an existing email address, the contact's name, company and default security role are entered automatically.

From the Security role list, select a security role to make the new team member a ProjectSight user.

—Or—

Select None (contacts only) to make the new team member a project contact.

In the First name and Last name fields, enter the name.
In the Company field, select the company.

—Or—

Enter a new company name, and then click Add.

Click Save.

—Or—

Click Save & add another to invite another team member.

Click Done.