How to Build a Dashboard in Project Insight

Описание: Learn how to build a dashboard in Project Insight so you can bring multiple reports, charts, and web pages together in one view.

In this video, you’ll see how to open Dashboard Home, choose an existing dashboard, or start building a new dashboard. You’ll also learn how dashboard tiles work, how to adjust the dashboard layout, how to add saved reports and charts, how to change report tile height, and how to save or share the dashboard with other users, departments, companies, or groups.

Dashboards in Project Insight are collections of reports and charts displayed together on one screen, making it easier to review project, department, task, resource, or portfolio information without opening each report separately.

This tutorial is especially helpful for Project Insight administrators, project managers, PMO leaders, department leaders, executives, and reporting users who want a centralized dashboard view of key project data.

What You’ll Learn
How to open Dashboard Home in Project Insight
How to find saved or shared dashboards
How to start building a new dashboard
What dashboard tiles are
How dashboards collect reports and charts on one page
How to change dashboard layout options
How to add saved reports to a dashboard
How to add charts or web pages to a dashboard
How to adjust the height of dashboard report tiles
How to save a dashboard
How to include a dashboard in the dashboard menu
How to set a system default dashboard
How to share dashboards with users, departments, companies, or groups
Chapters

0:00 Build a Dashboard in Project Insight
0:04 Open Dashboard Home
0:10 View Saved or Shared Dashboards
0:20 Open an Existing Dashboard
0:24 Start Building a New Dashboard
0:32 Example Department Dashboard
0:47 Expand Dashboard Tiles
0:57 What a Dashboard Is
1:09 Open Dashboard Options
1:13 Change Dashboard Layout Options
1:35 Set Up Report Tiles
1:43 Review Charting and Reporting Options
1:52 Add Saved Reports
1:59 Add Web Pages
2:10 Add a New Report Tile
2:23 Select a Saved or Shared Report
2:49 Add Chart-Only Reports
2:56 Add a Task Report
3:01 Set Report Height
3:16 Adjust Tile Settings
3:25 Resize the Report Tile
3:47 Save the Dashboard
4:08 Save as New or Override an Existing Dashboard
4:20 Include the Dashboard in the Menu
4:27 Set the System Default Dashboard
4:40 Save Changes
4:42 Share the Dashboard
5:02 Dashboard Overview Recap

Related Project Insight Capabilities
Dashboards
Saved reports
Shared reports
Report tiles
Charts
Web page tiles
Dashboard layout options
Department reporting
PMO reporting
Executive visibility
Portfolio reporting
Learn More

Project Insight Website:
https://www.projectinsight.com/

Request a Demo:
https://www.projectinsight.com/reques...

Project Insight Support:
https://projectinsight.com/support/

About Project Insight

Project Insight is project and portfolio management software that helps growing teams centralize project work, automate workflows, and connect project data across the tools they already use. With Project Insight, organizations can improve reporting, visibility, collaboration, and decision-making across projects, teams, and departments.

Hashtags

#ProjectInsight #Dashboards #ProjectReporting #PMO #ProjectManagementSoftware