Simona Riftin
Activity overview
Latest activity by Simona Riftin-
Simona Riftin created an article, Trimble Connect Mirror
Using ProjectSightConnect Mirror allows you to sync data between ProjectSight and Trimble Connect. Trimble has published a complete guide with step-by-step instructions and video walkthrough.📚 Full...
-
Simona Riftin created an article, Change Your Name
Access and SetupIf your name is appearing incorrectly in ProjectSight, you can update it in your Trimble Profile. Changes sync automatically to ProjectSight. ...
-
Simona Riftin created an article, Configure Security Roles
Admin & SetupSecurity roles control what each user can see and do in ProjectSight. Configuring roles is a required step during implementation and ensures your team has the right level of access. ...
-
Simona Riftin created an article, Change Your Date Format
Access and Setup All date formatting in ProjectSight is controlled by your Trimble Profile settings. Change your preferences to update how dates appear across the system. ...
-
Simona Riftin created an article, Data Importing Guide
Using ProjectSight Import existing data from another system into ProjectSight using a structured Excel template. This guide walks you through exporting the template, mapping your data, and uploadi...
-
Simona Riftin created an article, Set up Projects Locations
Admin & Setup Set up your location hierarchy so your team can consistently reference project areas when creating project records and logging defects. Where: Portfolio settings (gear icon) → Projec...
-
Simona Riftin created an article, Set Up Defect Conditions
Admin & SetupCreate your typical defect categories so your team can log defects consistently across projects.Where: Portfolio settings (gear icon) → Records Defects Typical conditions ...
-
Simona Riftin created an article, Set Up Your Equipment List
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 → View v...
-
Simona Riftin created an article, Portfolio Setup: Three Essential Lists
Setup GuideBefore your team uses site diaries and defects, set up three core data lists. All three follow the same process: export → fill → import. ⚙️ ...
-
Simona Riftin created an article, Search and find information
Getting startedSearch and find information in ProjectSightProjectSight stores all your project information in one place. Use search and filters to quickly find drawings, RFIs, submittals, and other...