Basics
ProjectSight for iPad is integrated with your ProjectSight products, so you have access to critical project information in the field. While you're offline, you can work with existing project data, as well as capture new data. Later, when your iPad is connected to the internet, you can sync everything with the database.
To learn more about using ProjectSight, browse through the help topics, or search for specific terms.
Contacts and users
In ProjectSight, you can be one or more of the following types, which are managed in ProjectSight for the web:
- Company contact: You're included on the Contacts tab of a company record.
- Project contact: You have access to a project.
- ProjectSight user: You're invited by the administrator to collaborate in one or more projects in that portfolio. Company and project contacts don't have to be ProjectSight users.
In ProjectSight for the web, your portfolio administrator sets the permissions that determine which modules and actions you have access to.
Getting started
To get started in ProjectSight, follow these steps: