Overview

ProjectSight is a comprehensive construction management software designed to help contractors manage their projects. As the source of truth for managing the project, ProjectSight makes it easy for project stakeholders to collaborate on key tasks, improving efficiency and reducing the risk of cost overruns and schedule delays. The ProjectSight APIs may be used to programmatically extract, view, and update information in your projects.

Use Cases

By utilizing these APIs, together with a ProjectSight license, you can:

• Dashboard - Extract your data and utilize it in your own dashboarding tools
• Integrate - Extract from ProjectSight or insert into ProjectSight in order to keep it synchronized with other tools
• Automate - Programmatically update project data to drive even greater efficiency through automation

Concepts

The following are a few terms to become familiar with as they relate to using ProjectSight APIs:

• Portfolio - A top level entity, portfolios are collections of projects and the settings that those projects share. Get this first to manage projects
• Projects - Each project entity represents a construction project
• Records - ProjectSight supports many unique record types, which relate to the business processes that they are used to manage. These include RFIs, Submittals, Contracts, Change Orders, and many more

Dependencies

• You must be an authorized user in order to access ProjectSight data via the API (subscribing to this API will kick off this process with the ProjectSight team)
• In order to create new Portfolios, you must be a Portfolio Administrator for at least one other Portfolio that has an active license for ProjectSight. Contact your administrator or ProjectSight support if you need to request this level of access
• You must log into ProjectSight at least once prior to being allowed to establish a connection via the API

Getting Started

The quickest way to get started with the ProjectSight APIs is to do the following:

• Subscribe to the ProjectSight API using the subscribe button
• Follow the instructions for Authorization Code grant guide
• Now you should have a bearer access token which will be used in subsequent calls
• Find the base URL for ProjectSight on the Documentation tab
• Make a call to get the Portfolios you have access to by using at /portfolios which will return a list of all portfolioIDs
• For each portfolioID, you can get all Projects associated with your Portfolio by calling /{portfolioID}/projects
• To reset the secret being used follow the guide found in the “registering an application section

Authorization

• Suscribe to the ProjectSight API using the subscribe button
• This starts a process that will notify the ProjectSight team with your request to integrate
• Once approved or denied, you will be notified via email