Modify the view on the project selection page.

1. You can filter the list of projects as follows.
   • From the filter list at the top, select a filter.
     • Owned by anyone: All projects that you have access to.
     • Owned by me: Projects that you created.
     • Not owned by me: Projects that are created by companies other than your own.

   • In the search field at the top right, enter the search terms.
2. In the View options panel, you can modify the options as follows.
   1. If the panel is closed, select (View options) on the top-right of the project selection page.
   2. In the panel, modify the options.

      The panel icon displays a dot if you apply any options in the panel.

      
   3. To clear the options in the panel and the search field, select Reset.
3. To switch to the tile view, select (Tile).

   Alternatively, to switch to the list view, select (List).

4. To add or remove columns in the list view:
   1. Select (Columns).
   2. Select the checkboxes of the columns that you want to add to the list view.
   3. Select Apply.
5. To sort the projects in the list view by a column, select the column.

Instructions for opening a project.

1. You can select a portfolio name in the menu to see its projects.
2. You can filter the list of projects as follows.
   • From the filter list at the top, select a filter.
     • Owned by anyone: All projects that you have access to.
     • Owned by me: Projects that you created.
     • Not owned by me: Projects that are created by companies other than your own.

   • In the search field at the top right, enter the search terms.
3. In the View options panel, you can modify the options as follows.
   1. If the panel is closed, select (View options) on the top-right of the project selection page.
   2. In the panel, modify the options.

      The panel icon displays a dot if you apply any options in the panel.

      
   3. To clear the options in the panel and the search field, select Reset.
4. Select the project tile.

You can copy the link for a project.

1. In the Project form, on the navigation toolbar, select (Sharing).
2. In the Link section, select Copy.

   The link is copied to your clipboard and is ready to be shared. For example, you can paste the link in an email.

   Note:

   • If ProjectSight doesn't have access to your clipboard, the entire hyperlink text is selected automatically. Then you can use keyboard shortcuts to copy and paste it.
   • The recipient must have the related permissions to view or edit the project.

You can easily switch projects.

In the banner, select the project switcher, and then select a project from the list.

Note: The list only shows projects that you have access to in the same portfolio. To switch to a project in a different portfolio, select My Projects at the bottom of the project menu, and then open the project.

When you create a Enterprise or Go project, you can use an existing project as a template to copy the project-specific settings, folder structure, and project access.

1. Select the Add Project tile.
2. From the Portfolio list, select the portfolio that will contain the new project.
3. Enter your project information.
   1. In the Project Name field, enter the project name.
   2. To set the project number in the Number field, enter a unique combination of the prefix, sequence, and suffix.

      The prefix and suffix are optional.

   3. From the Company list, select the primary company for the project.

      This selection may affect record access for its contacts. (See Sharing.)

   4. To upload a project photos, select Uploadand select a photo.
4. Use an existing project as a template.
   Note:

   • This option is displayed if the selected portfolio contains projects.
   • You must be an Admin in the Trimble Connect project.
   1. From the Project template list, select the project that you want to copy.

      The list displays the projects that you have access to in the portfolio.

   2. To copy the project-specific settings, turn on the Project Settings toggle. (SeeUnlock or lock project settings.)
      Note: PCO markups that are associated with a budget code aren't copied. (See Default vertical markups.)
   3. To add all the team members to your new project, turn on the Team members toggle.

      Anyone with access to the template project has access to the new project.

5. Select Next.

   After the project is created, you can enter additional details such as the location and key contacts in the Project form. See Edit the project details.

6. Upload your project information.
   1. To include sample data in your project, select the Include sample data checkbox.

      The sample data includes 2 drawings and an RFI.

   2. Browse to and select one ore more drawings (.pdf or .zip files).

      Alternatively, drag the drawings to the upload area.

      To remove a drawing from the upload list, select next to the drawing.

   3. Select Next.
7. Invite team members to collaborate in your project.

   This step is unavailable if you use a project template and turn on the Team members toggle.

   1. Enter the email address.
   2. Select the role.
   3. Select Invite.
8. Select Let's Go.

You can edit the details of a project.

1. Open the Project form. See Working with projects.
2. You can edit the basic project information as follows.
   1. Edit the project name, which is displayed throughout the project.
   2. Edit the start date and time, which are used for the Work Progress widget on the project home page.
   3. Edit the address, building type, construction type, and owner, which are displayed in the summary on the project home page.
3. Select (Save).

You can upload an image that represents the project. The supported file types are .bmp, .gif, .jpg, and .png.

1. Select Projects in the left panel.
2. On the project selection page, select (Tile).
3. On the portfolio tile, select (Upload photo).
4. Drag the image file from your computer to the Upload Image dialog.
   • Select Browse, and then select the image file.
5. In the Crop the image dialog, do any of the following:
   • To move the image, select and drag the middle of it
   • To resize the image, select and drag a sizing handle.

     

6. Select (Crop).

You can create a report that only includes the records in the current project or a report that also includes records from other projects in the portfolio.

1. On the navigation toolbar, select (Print Report).
2. Select the report template.
3. Select the report type.
   
4. Edit the file name.
5. If available, select the report format.
6. To include records from projects that you have access to, select (Open) in the Projects list, and then select the projects.
7. On the button, select , and then select an option:
   

   • View
   • File Library
   • Download
   • Email

   Note: The available options depend on the type of report.
8. For the email option, note the following.
   1. You can Edit the subject line.
   2. In the To field, select to choose a contact, or select to find or create a contact.
      Tip: To format the message, select the text, and then select a button on the toolbar.

      

      1. Select the font type.

      2. Select the text size.

      3. Apply a character style.

      4. Change the text or background color.

      5. Insert a numbered or bulleted list.

      6. Decrease or increase the indent.

      7. Remove all applied styles.

      Note:

      • The indent, text size, and font type aren't applied in emails.
      • Emails don't include images that are pasted into the message.
   3. Select Send.

You can export the current project with all of its records and attachments. When the export is completed, each user in the notification list receives an email link to download it.

1. On the toolbar of the project dashboard, select (Export).
   The Project export page opens with each module selected.
2. Clear the checkbox for any modules you do not want to export. Use the module title to clear all categories for that module.
3. To include attachments for a module, select the Include Attachments checkbox.
4. To include only the current versions of drawings and specifications, select the Current Versions Only checkbox.

   If this checkbox is not selected, all versions are included in the export.

5. To include items that are linked to the visible annotations in drawings or specifications, select the As Built checkbox.

   Linked records are included even if their checkbox isn't selected on the Project Export page.

   Note: To make sure you can open files that are linked to annotations, select the Include Attachments checkbox.
6. Select users and contacts that will be notified when the export is completed.
   1. Select the X for your name in the Notify section to remove yourself from the notification.
   2. In the Notify section of the panel, select Add.
   3. Open the list of users, contacts, or distribution lists. (See Contacts and users and Distribution lists.)
      Tip: To view all the contacts in the portfolio, select the Include portfolio contacts checkbox on the Contacts list.

      The list displays only project contacts or displays all contacts and users, depending on the portfolio setting for company and contact selection. (See General portfolio settings.)

   4. Select the checkbox for one or more names or distribution lists.
      Note: If you select the checkboxes for some names or distribution lists, and then enter a search term, those checkboxes remain selected even if they're not visible in the filtered list.
   5. To invite a member, you can select Invite member.

      This option is available if you have permission to invite members.

      1. In the Email field, enter or select the email address.

         If you select an existing email address, the contact's name, company and default security role are entered automatically.

      2. From the Security role list, select a security role to make the new team member a ProjectSight user.

         Alternatively, select None (contacts only) to make the new team member a project contact.

      3. In the First name and Last name fields, enter the name.
      4. In the Company field, select the company.

         Alternatively, if you have the correct permissions, enter a new company name, and then select Add.

      5. Select Done.
   6. Select Done.
7. Select Export.
8. Review the export details, and then select Export.

You can permanently delete a project from ProjectSight.

1. Open the Project form. See Working with projects.
2. Select (More) > > Delete.
3. In the confirmation dialog, type the word DELETE, and then select Delete.
   Note: The Delete button is available when you type the word correctly.