New to ProjectSight? Start here

Getting started

If you're new to ProjectSight, this guide introduces the key workflows you'll use on your project. If you're working with your Technical Account Manager, you'll be guided through these steps during implementation. Otherwise, use this as a starting point to begin using the system.

Tip: These workflows are typically covered during onboarding sessions. Use this page as a reference at any time.

Drawings Upload & organise

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RFIs Ask & track questions

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Submittals Review & approve

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Daily Reports Capture site activity

📑	Drawings Upload and organise drawings to create a central reference point for your project.
📝	RFIs Manage questions, clarify details, and track decisions across your project.
📦	Submittals Track documents that require review and approval.
📋	Daily Reports Capture site activity and maintain a daily project record.
✅	Track progress and stay aligned Use filters, reports, and history tracking to monitor project activity.

👉 Explore these workflows:

Drawings
RFIs
Submittals
Daily Reports