General project settings

In the general project settings, you can link a Trimble Connect project to your ProjectSight project. The changes are saved automatically.

You can edit the project nomenclature in the record settings.

This feature is available if the ERP integration is configured for the portfolio account.

An ERP job (project) can be linked to only one ProjectSight project at a time.

The list of ERP jobs is based on the workspace ID that's associated with the ProjectSight portfolio account. All projects associated with the workspace ID are listed, regardless of your access to those jobs in the ERP application.

  • Create a job in the ERP application and a project in ProjectSight before you link them.
  • After you link an ERP project to your ProjectSight project, you can't change or remove the link.
  1. In the portfolio settings, link an ERP company to the portfolio.

    2. If an ERP company is not linked to the portfolio, you can't link an ERP project.

  2. In the [ERP-Name] section, click Link Project to [ERP-Name].
  3. From the Project list, select the project, and then click Link.

    4. The list contains projects that are associated with the linked ERP project.

  4. In the confirmation dialog, click Save.

If Trimble Connect is the file management system, you can select which viewer is used to open Microsoft Office files.

The project time zone is used for assignment notifications for assignees who aren't ProjectSight users so that they receive the correct date information.

When a new project is created, the project time zone is set to the project creator's time zone by default.

  • In the Project Details section, select a time zone from the Time Zone list.

You can link a Trimble Connect project to your ProjectSight project so that it's selected automatically when you choose a model view for linking. When you open Trimble Connect from the Models module, it automatically opens the project and the specified default folder.

  1. In the Trimble Connect section, select the Link this Project to Trimble Connect checkbox.
  2. From the Project list, select the project, or create a new project.

    3. The list only contains unlinked projects.

  3. If applicable, select the default models folder.
  4. If you create a new project, select the Trimble Connect subscription.
  • In the Trimble Connect section, clear the Link this Project to Trimble Connect checkbox.

    • The previously selected Trimble Connect project becomes available for linking again.

    This setting is only available if Trimble Connect is the file management system.