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.
Project linking
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.
To see which ProjectSight projects are linked to an ERP
- Open the portfolio.
- In the list view, look at the Linked column, which displays the ERP name if the project is linked.
—Or—
In the tile view, look for project tiles that display 
(ERP Link), and hover over the icon to see the ERP name.
Manually linking to projects
You can manually link projects in the general project settings.
This option is available if there are projects available for linking.
To manually link an ERP job
- In the portfolio settings, link an ERP company to the portfolio.
- Open the project settings, and select General on the settings menu.
- In the [ERP-Name] section, select Link Project to [ERP-Name].
- From the Project list, select the project, and then select Link.
- In the confirmation dialog, select Save.
If an ERP company is not linked to the portfolio, you can't link an ERP project.
The list contains projects that are associated with the linked ERP project.
Automatically linking to projects
You can import ERP jobs and automatically link them to your ProjectSight projects.
After an import starts, you can't stop the process.
To automatically create and link projects
- On the project selection page, select
(Import project). - To search for a project name, use the Search field.
- On the Import tab, select one or more jobs.
- For each selected project, set the import options in each column.
- Portfolio*: Select the portfolio that the new linked project will be added to.
- Project template: Select an existing project that you want to copy.
- Project settings: To copy project-specific settings from the selected project template, select the checkbox.
- Team members: To copy team members from the selected project template, select the checkbox.
- File library folders: To copy the folder structure and permissions from the File Library, select the checkbox.
- Trimble Connect project: Select the Trimble Connect project.
- Select Import.
This button is available if you have permission to import ERP jobs and if there are ERP jobs available for imorting.
Required columns are marked with an asterisk (*).
You must select an option if the selected portfolio or selected project template uses Trimble Connect as the file management system.
To view the list of successful job imports
- On the Import ERP projects, select the History tab.