Admin & Setup
Set up your equipment list so your team can quickly select equipment when creating site diary entries.
Where: Portfolio settings (gear icon) → Records Site diaries Equipment
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Export the template Click the export button (top right) to download the Excel template. This file is ready for you to fill in with your equipment items. |
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Fill in your equipment Open the Excel file and enter your equipment items. Each piece of equipment goes on its own row. |
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Save the file Save your completed Excel file once you've finished entering all equipment items. |
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Import back to ProjectSight Return to ProjectSight and click the import button to upload the file. Your equipment list is now ready for your team to use. |
| 💡 Tip: Excel is faster than manual entry for large equipment lists. |
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