The Project Insight Dashboard is a central location where all the information that is important to you can be displayed and easily accessed and updated. There is no need to navigate around to different forms. The information is all available in one place. All the data on the dashboard is hyperlinked as well so that you can easily navigate to additional information and functions if required.
For example, a team member can quickly view a list of their upcoming tasks and update them from the dashboard. They could also see a list of projects to which they've been assigned and any issues they need to work on.
A project manager can configure their dashboard to display a list of all projects that they are managing. They may also have a report on their dashboard that lists any tasks that are overdue or behind schedule on the projects they are managing, so they know immediately when they login to Project Insight, what tasks require their attention.
Each user always has a main dashboard. It is automatically displayed when they first log in. It will be preset with default information but it can be customized by each user as they require.
Additional dashboards can also be created and can contain different information than the main dashboard.
Each dashboard is easily accessible from anywhere in the system with one click.
Each dashboard always has a name. The main dashboard is called Project Insight by default, but the system administrator may have renamed it to terminology that is branded or more recognizable to your organization. This name of the main dashboard can only be changed by the system administrator, but any additional dashboards that are created can be named as required by each user that creates it.
Dashboards can be shared. For example, one user could create a dashboard and share it with other users on their project team. Permissions rules still apply though. Only information that you have permissions to view on a shared dashboard will appear on your dashboard even if that differs from the permissions of the person who created the dashboard.
The system administrator will have set up default dashboards, this could be a system wide dashboard, dashboards for different groups of users, dashboards for users that belong to different companies or even default dashboards set up for individual users. (If the system administrator didn't set up a default dashboard, then a system default one is displayed).
This is the dashboard that will show when you first log in.
- A system wide dashboard may be set up that shows information commonly accessed by project resources (such as a list of tasks, list of issues and list of projects to which they are assigned).
- Another dashboard may be set up for all project managers and set as the default dashboard for all users in the project manager group.
- A third dashboard may be set up for a specific company and set as the default dashboard for all users associated with that company (such as any customer users that log in).
- Finally, an individual user dashboard could be set up for the president of the company by the system administrator so they don't have to set it themselves.
Each user that logs in may have a different main dashboards.
If a user has multiple default dashboards shared with them, the last one saved is used.
Default dashboards are applied when a user logs into the Project Insight system for the first time. The users main dashboard automatically inherits all the settings and display options from the default dashboard (so it looks exactly like the default dashboard but they are actually separate dashboards). After that first log in, the main dashboard can be changed by each individual user as normal. The original default shared dashboard is not changed, it is just used as the basis to create the users main dashboard. A user can reset their main dashboard at any time so that it once again looks exactly the same as the default dashboard.
The main dashboard can be accessed by clicking directly on the My Insight main menu option or the logo in the upper right hand corner of the form. Note* The My Insight text may have been changed by your administrator to terminology that is specific to your organization and the logo may be your own logo and not the Project Insight logo, however, both will still appear in the same places.
The name of the current dashboard is displayed in the highlighted form header bar. (Project Insight is the default name of the main dashboard as described previously).
To access other dashboards,
- Hover on the My Insight main menu option (or your organizations name for it),
- Hover on the Dashboard sub-menu option and a list of any additional dashboards (created by you or created by others and shared with you), will be listed.
- Click on one to display it. The name of the selected dashboard is displayed in the highlighted form header bar.
Any dashboard can be set as the main form displayed when you log in. See Favorites for more information on that.
Each individual user can modify their dashboards in a variety of ways:
- The layout of the dashboard can be changed
- Components can be expanded or collapsed
- Components can be added
- Components can be moved around
- Components can be deleted
- Individual Components can have their display options configured
Each dashboard can be set up with different with different layouts, display options and components.
Accessing Dashboard Display Options
Components can be moved around, individually expanded or collapsed, deleted and have their configuration options changed right on the dashboard.
To add components, change the layout, expand or collapse all components or reset the dashboard to the default, the Dashboard Display Options is used:
- While the dashboard is displayed, hover on the Display Options icon in the main menu for the form.
- A list of all the available components that can be added and some other display options appear in the drop down list.
In some cases, there are sub-menus which are indicated by the next to them. If there are sub-menus, hover on the main menu item and then the sub-menus appear. In those cases, click on the sub-menus, not the main menu.
- Choose the option to change the way the content is displayed on your dashboard. There are twelve different layout options to choose from.
- Click on the layout
Any components on the dashboard will be re-arranged to reflect the new layout.
Expanding or Collapsing Components
Each component has its own separate settings and functions, for example a component on the dashboard can appear in either expanded or collapsed mode. If its expanded, the details of that section are displayed. If its collapsed, just the header section is visible. In the form below, the tasks components and the projects components are expanded while the To Dos, Issues, Approval Requests, Time Sheet & Expense Reports and Notifications sections are collapsed.
In addition, when a component is expanded, the arrow next to its name appears as down arrow. When its collapsed, it appears as a right arrow
- To collapse an individual section, click on the down arrow (it collapses and displays as a right arrow ).
- To expand an individual section, click on the right arrow (it collapses and displays as a down arrow ).
To add different components to the dashboard, see Dashboard Components.
The component will be positioned automatically on the layout (usually in the top left section), but then it can be moved. If you have a lot of components on the dashboard, you may have to scroll down or collapse the components to see it.
Components can be moved around on the dashboard, even into different sections of the dashboard.
If there is a lot of detail in your components or you have a lot of components on your dashboard, it is recommended to collapse all the components first and then move them (but it is not required to be collapsed to move).
- Click and drag on the header bar of the component.
- The different sections of the layout will become visible with dotted lines
- Drop it in the position and section it is to be displayed. If it is dropped directly on top of the highlighted header bar of another component, it will be positioned before that component. To position it after a component, drop it in the white space below the component (and before any other components).
To remove a component from the dashboard, click the Delete icon in the header bar for that component.
This doesn't delete the component entirely, it just removes it from the dashboard. It can be added back or added to other dashboards.
Component Display Options
Each component may also have additional options. These appear in the title bar of the components. The options available will vary by component type.
For example, some components contain a Display Options icon which can be used to control what details are displayed.
There may also be options to toggle the list of items in the Component between On It items or All items.
There could be RSS feed options .
There may be an option to start the add of that type of item right from the dashboard as well, see Adding Content.
A saved dashboard will allow you to design many varied dashboards with different layouts and data for easy retrieval. Saved dashboards are often used for displaying multiple reports and charts on a single page when the data required cannot be placed into one single report. Saved dashboards are also used for sharing with other Groups, Companies and Users to help standardize the most helpful dashboard components for your organization.
Delete a Dashboard
Next to the Save Dashboard button is a hyperlink to your list of saved dashboards. This is also accessible in the list of saved Reports detail page. Once there, you can mouse over the name of the dashboard to delete the unwanted dashboard.
Set as Personal Default
Clicking this option will set your personal default based on the current dashboard settings. It is not necessary to save a dashboard view in order to make it your personal default. Your personal default is stored without a saved dashboard record visible in the interface, however, your personal default could be lost in the event that a system administrator overrides your personal default. If you are concerned that this might happen, you can opt to save the dashboard you have made as your personal default so that you can easily return to it if it does get overridden.
Reset to Default
Reset to default will reset the current dashboard to the System Default layout.