Project Insight has three main sections:
- Top of all Project Insight forms
- One click access to your dashboards, reports, favorites, searching, user options, and help
- Left Navigation
- Easily access to your work either through the “My Work” section or the “Folders” sections
- Administrators will also have an Administration section
- Time Home and Expense Home
- Quickly access Reporting and Search
Global Menu Options
Most of the global menu options can be clicked on directly or the cursor can be hovered over them to see additional drop down menu options.
My Insight - Access the default dashboard by clicking on the icon or hover on it to access links to the most commonly used functions and items in Project Insight. Note* The System Administrator may have changed the terminology for this menu option and the associated graphic to reflect your organization's terminology and branding.
My Reports - Access the full reports function by clicking on the icon or hover on it to access links to the reports you've saved and most commonly run.
Favorites - Create, maintain and access links to the forms you most commonly access.
Search - Search for data.
Profile - Change your password, log off or change other user information.
Use Timer - Timer Tool - Set a timer to track how long you're working on tasks as you are actually working on them and automatically record that time.
Print Printing From Within Project Insight
Help -Click on the icon to access help specific to the page you are on. Hover on the icon Access online help.
Hint* The logo displayed in the far right hand side of the top menu options can be clicked on to display the main dashboard.
The size of these icons in grid style displays such as on a project task list or report type displays.
When you have the ability to change the display, a Display Options icon appears in the context sensitive menu bar. You can also Freeze Header and Split Tables. See Page Display Options for more details.
To expand (show) the Left Navigation bar, click the Expand icon.
To collapse (hide) the Left Navigation bar, click the Collapse icon.
See Left Navigation for more information on the options.
Please sign in to leave a comment.