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.
TC1 version
In a drawing set, you can add people to the courtesy copies list. They have access to the drawing set but aren't required to take any action on it.
Courtesy copies are displayed in the notification center for 30 days.
To view the courtesy copies
- Open the drawing set.
- In the Information panel, expand the Courtesy Copies section.
Adding courtesy copies
When you add a courtesy copy to a draft drawing set, the drawing set automatically changes to the next workflow status in the list. If the notification setting is on, courtesy copy recipients receive an email when they're added.
To copy the contact details
- In the Add Courtesy Copy dialog, hover over the profile picture or initials.
- In the contact popover, select the contact information that you want to copy.
The contact information is copied to your clipboard.
To add a courtesy copy
- In the Courtesy Copies section of the panel, select Add.
- Open the list of users, contacts, or distribution lists.
- To open the list of ProjectSight users, select Users.
- To open the list of company and project contacts, select Contacts.
- To open the distribution lists of contacts, select Distribution list.
- Select the checkbox for one or more names or distribution lists.
- To invite a member, select Invite member.
- In the Email field, enter or select the email address.
- From the Security role list, select a security role to make the new team member a ProjectSight user.
- In the First name and Last name fields, enter the name.
- In the Company field, select the company.
- Select Save.
- Select Done.
Tip
To view all the contacts in the portfolio, select the Include portfolio contacts checkbox.
The list displays only project contacts or displays all contacts and users, depending on the portfolio setting for company and contact selection.
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.
This option is available if you have permission to invite members.
If you select an existing email address, the contact's name, company and default security role are entered automatically.
—Or—
Select None (contacts only) to make the new team member a project contact.
—Or—
Enter a new company name, and then select Add.
—Or—
Select Save & add another to invite another team member.
Editing courtesy copies
To reorder the courtesy copies
- In the Courtesy Copies section of the panel, select the side of a contact card, and drag it to a different position.
Deleting courtesy copies
To delete a courtesy copy
- On the contact card, select
(More) > Delete.
This person will no longer receive notifications.