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.
Record workflows
In the workflow settings for each record type, you can configure:
- Ball-in-court workflows: Create multiple templates to guide a record through a custom workflow.
-
Before you switch to ball-in-court workflows, please consult with your integration administrator because this may affect your existing integrations.
- Status workflows: Manage statuses that users can assign to a record as applicable.
To open the workflow settings
- In the portfolio or project settings, open the record settings.
- Select the record type.
- On the settings menu, select Workflow.
For meeting minutes, you can also select Item Workflow.
To switch to ball-in-court workflows
- In the portfolio or project settings, open the workflow settings for record type.
- In the Ball-in-court workflows section, select Upgrade now.
- In the confirmation dialog, select Upgrade.
To switch the workflow type at the project level, make sure the Workflow settings page is unlocked. To unlock the page, select 
(Locked) on the navigation toolbar.
To switch to status workflows
- In the portfolio or project settings, open the workflow settings for record type.
-
To switch the workflow type at the project level, make sure the Workflow settings page is unlocked. To unlock the page, select
(Locked) on the navigation toolbar.
- In the text underneath the Ball-in-court workflows grid, select go back.
- In the confirmation dialog, select Go back.