Project home page widgets

Use the Shortcuts, Team Members, and Recent drawings widgets on the project home page to quickly navigate to your most used records, view and invite team members, or easily access drawings that you have recently modified or viewed.

Shortcuts widget view

Use Shortcuts to quickly navigate to the records you use most. As you use the records that you have permissions to view, the Shortcuts icons will default to the top five records that you access the most. Select an icon to open the record.

Note: By default, Shortcuts icons display in the following order for new users: Drawings, Specifications, Submittals, RFIs, and Checklists.
Figure 1. Shortcuts widget

Record icons
  • drawings icon Drawings
  • specifications icon Specifications
  • submittals icon Submittals
  • RFIs icon RFIs
  • checklists icon Checklists
  • action items icon Action items
  • daily reports icon Daily reports
  • field work directives icon Field work directives
  • issues icon Issues
  • notices to comply icon Notices to comply
  • punch items icon Punch items
  • safety notices icon Safety notices
  • submittal packages icon Submittal packages
  • team members icon Team members

Team members widget view

From Team members, quickly view and add team members.

Figure 2. Team members widget

team members widget

  1. Number of team members
  2. Select + to open the Invite team member form.
  3. Select > to view the team members contact list.
  4. Select a member avatar to view the member card where you can call, text, or email them.
  5. The number of additional team members not visible on the project home page.

Recent drawings widget views

From Recent drawings, if you have view permissions, you can easily access drawings that you have recently modified or viewed.

Note: If you do not have view permissions for drawings, Recent drawings will not display on your project home page.
Figure 3. Drawings carousel - Empty

empty recent drawings widget

Recent drawings empty carousel. No drawings have been viewed or modified yet.

Figure 4. Drawings carousel - Viewed or modified

recent drawings widget carousel

Recent drawings carousel, which displays the last 25 drawings you have viewed.

Note: For the free version of ProjectSight, if you included sample data when you created your project, two sample drawings will display in the drawings carousel.
  1. Drawing number
  2. Select a drawing to open it.
  3. Select > to open the drawings list.

For more information on using the home page widgets, see: