Navigate ProjectSight

TC1 version

Go version

Getting started with ProjectSight is easy. In this section, we will take you on a tour around ProjectSight!

Use the sample project to explore the different areas of the application.

Navigation toolbar

From the navigation toolbar, you can quickly access your project settings, project details, and even generate a project report.

Dashboard icons
  1. Open your settings, including notifications.
  2. Access your project details and enter a description.
  3. Create a project report.
  4. Switch between projects in the same portfolio.
  5. Expand the project menu.

Project home page

When you first enter your project, you will see your home page, which contains important project information.

  1. From the toolbar, open the Dashboard Organizer.
    2. Dashboard widget organizer icon
  2. Add or remove a widget from your dashboard.
    3. Dashboard widget drag
  3. Edit a widget.
    4. Dashboard widget edit
  4. Open a record from the widget.
    5. Open record from dashboard widget

Navigating to modules

You can access the different modules from the project menu.

  • Access the Drawings module from the project menu.
    • Navigation menu

Assignments panel

On the Assignments panel, you can view all the items with open assignments. This panel is available on the project dashboard and module pages.

  1. If the Assignments panel is closed, click Assignmens panel toolbar button (Assignments) on the navigation toolbar.
  2. To filter the list of assignments, select the filters.
    3. Filter in the Assignmens panel
  3. Open a record.
    4. Buttons to open record from Assignments panel

Administrators: Ready to create your own project?

Next Steps forward

Collaborators: Ready to collaborate with drawings?

Next Steps forward