Admin & Setup
ProjectSight allows you to export project records and track all changes through a built-in audit trail.
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Export records to Excel In any record list such as RFIs, Submittals, or Issues, select Import/Export from the navigation toolbar and choose Export to Excel. The export includes all visible fields and respects your current filters. |
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Filter before exporting Apply filters to narrow the list before exporting. This helps you generate smaller, more relevant datasets. |
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Generate formatted project reports Use the Project Report feature from the project home page to generate formatted outputs. This is useful for handover documentation, claims, and audits. |
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View record history Every record includes a full audit trail showing status changes, comments, approvals, and timestamps. Open the record and select the History or Activity panel. |
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Audit trail is permanent The audit trail is read-only and cannot be edited or deleted. This ensures reliable records for compliance, disputes, and project handover. |
| 👉 For detailed guidance: ProjectSight reporting ProjectSight reporting Trimble help |
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