ProjectSight

Created by Leah Cadman, Modified on Tue, 4 Aug at 3:06 PM by Leah Cadman

Jobsite> ProjectSight 

  • ProjectSight can be set up and integrated through Admin > Integrations.

  • ProjectSight for Jobs can be accessed through Jobs > Job List > ProjectSight.

  • From here Admin Tenants can have access to data so that users and software can communicate effectively.

  • Select a ProjectSight Portfolio and Project.

  • This page will only appear once the ProjectSight integration with Resource Planning has been set up and only Tenant Admins will see it.

  • This page allows the admins to link Resource Planning job records with ProjectSight job records.

    • Read about Imports & Integrations with projectSight, here: ProjectSight


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