ProjectSight

Created by Leah Cadman, Modified on Mon, 15 Jun at 6:06 PM by Leah Cadman

Understanding ProjectSight in Job List Details

  • Project Sight can be set up and integrated through Admin > Integrations

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

  • From here users 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 setup and only Tenant Admins will see it

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

  • This is currently a manual process, but may be automated in the future


ProjectSight

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