The My Insight drop-down has links to the most commonly used items within Project Insight
Note* The System Administrator may have changed the terminology for this menu option and the associated graphic
Not seeing all what you want or need to see on the drop down? See this article linked.
The Home Screen provides a quick look at the tiles you have chosen in your view.
The Calendar shows items that are assigned to you and the appropriate dates for them.
The My Allocation section creates an allocation report showing just you for a specific Date Range that you set up. A personalized allocation report to see what's on your plate!
Task Status Board
The Task Status Board acts as a Kanban board for those more accustomed to seeing their work assigned to them in that format. The Board shows all of your tasks as tiles by Project and can be moved to reflect an update of a task status.
The Auto-Alerts will display any alerts that you have configured. If you are an administrator, you will also see a link to System Level Auto-Alerts. Please review Notification Settings for configuring alerts that affect others.
The Directory will bring you to a list of the entire user list in the system, also called a Resource Directory. It acts as a useful view for users who don't have access to the User Admin and still want to see who all is in the system.
This will take you back to the same screen, but you can also save different custom Dashboards as views.
The Time shortcut lets you have easy access to the following Time Home features.
The Expense shortcut gives you quick access to the following Expense Home features.
Please sign in to leave a comment.