Simona Riftin
Articles
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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...
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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. ...
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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. ...
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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. ...
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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...
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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...
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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. ⚙️ ...
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Understand your role
Getting startedYour access and experience in ProjectSight depend on your role. Roles control what you can see and what actions you can take within the project.Tip: Roles are usually set up during o...
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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 t...
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Capture and manage photos
Field ManagementPhotos help document site progress, capture issues, and provide visual records of work completed. They are commonly used alongside daily reports and RFIs.Typical use: Take photos on...