Getting started
Search and find information in ProjectSight
ProjectSight stores all your project information in one place. Use search and filters to quickly find drawings, RFIs, submittals, and other records.
| Tip: Searching and filtering are key skills covered during onboarding. Use this guide as a quick reference. |
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Use search to locate records Enter keywords such as RFI numbers, drawing names, or supplier details to find items quickly. |
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Apply filters to refine results Use filters such as status, date, or assigned user to narrow down large lists and focus on what matters. |
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Search within records Open a record to view its details, comments, attachments, and history. This helps you quickly understand context and past activity. |
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Can't find something? If a record is missing, check your filters first. If it still doesn’t appear, you may not have permission to view it. |
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Save time and stay organised Using search and filters regularly helps you find information faster and stay across project activity. |
| 👉 Related workflows: Drawings RFIs Submittals Daily Reports |
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