Basics

Learn about ProjectSight basics such as features, contacts, the user interface, and views.

In ProjectSight, you can be one or more of the following types:

  • 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 assigned a security role so that you can collaborate in a project. Company and project contacts don't have to be ProjectSight users.

For details, see Contacts and users.

Learn more about ProjectSight

When you start working in ProjectSight, you can:

  • Review the user interface to see how the application is laid out. See User interface.
  • Customize your project dashboard so that it displays important project information at a glance. See Dashboards.
  • Set up custom views so that you can see relevant information in the various record, drawing, and specification modules. See Custom views.
  • Learn more about the panels that are available throughout the application. See Panels.
  • Understand when notifications are sent and change your notification preferences. See Notifications.