Create a project

A project contains the records and files related to your construction project.

Goal: Create a new project

  1. Log in to ProjectSight with your Trimble ID.
  2. On the Portfolio page, click on your portfolio to enter the Project area.
    3. Open a portfolio
  3. In the Project area, click add_circle (Create).
    4. Create a project
  4. On the Create Project dialog box, enter your project name in the Name field.

    5. Your project name cannot contain these special characters: /;*?"<>|

  5. Enter your project number, which is a combination of the prefix, sequence and suffix.
  6. Link the project to a Trimble Connect project.
    1. Turn on the Selected Linked Trimble Connect Project toggle.
    2. Select the Trimble Connect project, or create a new project.

      3. The list only contains unlinked projects.

    3. If you create a new project, select the Trimble Connect for Enterprise subscription.
    Linked Trimble Connect project
  7. Click Create.

    8. Congratulations on your first project!

    Before inviting users to your project, create security roles for your users.

Administrators: Ready to create security roles?

Next Steps forward