Search tips
- To search in a subset of topics, select
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, select
. - To search within a topic, select
, 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.
Information Management information records
Note: The Information Management module is only available in Europe and Australia.
The information record for a document displays the record details and document revisions after the record is submitted.
Select a document in the Information Management window.
Select the Revisions 
icon. ProjectSight opens the information record for the document.
Select the record thumbnail to see the whole document.
Use the side panel to switch between revisions, change the suitability, and assign a user to the document.
Comments and Items
The Comments section displays a thumbnail view of the record and any comments or items added to the record, including links, drawings, and more.
Select any link, drawing, or other item in the comments to see that item.
To add a comment or download items
Add a comment or item to the record to include any context or information relevant to the record. You must add a comment to any downloaded item in order to submit the item.
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Enter any comments in the Enter your comment… field.
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Select the Upload icon to attach files.
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Select the Drawings icon to upload drawings.
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Select the Link icon to link drawings, records, or other items.
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Once everything has been added and a comment made, select the Send
icon.
ProjectSight adds the comments and any items and makes them available.
To edit or delete a comment or items
You can update or remove your comment. If your comment includes any additional items like a drawing or a link, remove the items before deleting your comment.
The original and updated comments are maintained in the record history.
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Select the three dots in the Comment field.
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Choose Edit or Delete.
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If you are editing your comment or items, make any changes and select the Send
icon. -
If you are deleting the comment, select OK in the delete confirmation window.
ProjectSight edits or deletes your comment.
Record History
On the History tab, you can view all the changes made to a record:
- Creation of the record
- Changes to specific fields in a record
- Changes to child items such as assignments, courtesy copies, comments, and links
- Recipients of emailed reports
The user's email address at the time of the record change will be displayed.
To view the history of a record
- Open the full record.
- Select the History tab.
Each history item is composed of the changes made by someone at a particular time. These items are sorted by the date and time stamp.
Information Record Side Panel
The side panel displays the revision status, suitability, and other document details. Save any changes with the Save icon in the upper left corner.
Use the drop down list of the Revisions field to select which revision you want to view. The comments and items also update for the selected revision.
Use the drop down list of the Suitability field to change the suitability of the record.