Configure and Customize Insights

Background

You can customize your Insights experience by configuring project details to ensure data accuracy and personalizing your view by reordering, showing, or hiding specific insights. To align these metrics with your organization's goals, you can set custom targets, choose industry benchmarks, and update insight banners with your company's own Standard Operating Procedures (SOPs) or specialized tips. These tools allow you to transform standard project data into actionable guidance that follows your unique company standards.

Things to Consider

Steps

Configure Project Details

  1. Navigate to Insights within the side panel of your project.

  2. Click the gear Icon Settings Gear Grey3 icon and select 'Project Details' to update the following project information:
    Note: Updating these fields updates the details for the entire project.

    • Start Date

    • Completion Date

    • Project Sector

    • Type

    • Total Value

  3. Click Save.
    Note: Insights can take up to one hour to reflect changes made to project details.

     Important

    The Total Value field varies based on the setup of your Procore Financials products. For example:

    If you have Procore Financials enabled, the data pulls from Procore Financials with specific calculations based on how you use your financial products. The two options are based on:

    • The sum of all Prime Contracts and approved PCCOs

    • The sum of the original budget + approved budget modifications/changes + approved PCCOs

    If you do not have Procore Financials enabled, this will pull from the 'Total Value' field in the project Admin settings. This field should be updated as the project value changes to ensure the insights remain accurate, as some benchmarks may rely on the project value to group with similar projects.

Customize Project Insights

Reorder Insights

  1. Navigate to Insights within the side panel.

  2. Click the gear Icon Settings Gear Grey3 icon and select 'Customize'.

  3. Click the reorder Grip Icon Pfcpicon to reorder how your insights appear in the side panel.

  4. Click Apply.

Control Insights Sort Order

You can control the sort order of Insights within the panel to surface the information most relevant to you.

  1. Navigate to Insights within the side panel.

  2. Click the sort Icon Sort Mobile icon.

  3. Select one of the following sort options:

    • Relevance: (default option) Sorts or orders Insights based on what is most relevant to you. Relevance is determined by your role, the tools you actively use, and your past interactions with Insights.

    • Recently Updated: Places the Insights with the most recently updated data or metric changes at the top.

    • Alphabetical: Sorts all Insights alphabetically by name.

    • Custom: Allows you to manually reorder Insights using the Customize modal. Your chosen order will be saved and displayed instantly.

Show or Hide Insights

  1. Navigate to Insights within the side panel.

  2. Click the gear Icon Settings Gear Grey3 icon and select 'Customize'.

  3. Click the view Icon Eye Show icon to show or or hide your insights in the side panel. Customize Project Insights

  4. Click Apply.

Edit Benchmark Type and Set Custom Targets

  1. Navigate to Insights within the side panel.

  2. Click the gear Icon Settings Gear Grey3 icon and select 'Customize'.

  3. Click the caretIcon Down Careticon to view Benchmark settings.

  4. Select the from the following options:

    • Industry Benchmark

    • Set Target

    • Set Target & Industry Average

    • No Benchmark

  5. Click Apply.

Customize Insight Banner

  1. Navigate to Insights within the side panel.

  2. Click the gear Icon Settings Gear Grey3 icon and select 'Customize'.

  3. Click the caretIcon Down Careticon to view the Banner Category settings.

  4. Select a banner type from the available options:

    • Best Practice: Use this for general industry or company standards.

    • Standard Operating Procedure (SOP): Use this to link the insight to a specific Standard Operating Procedure.

    • Quick Insight: Select this to display metrics derived by AI.

    • Custom: Select this to create a unique title, such as "Tips and Tricks".

  5. Enter a new title in the Label box.

  6. Type a summary of the insight or instructions in the Description box

  7. Click Apply.
    Note: The banner instantly shows your custom label and description to everyone who has access to the insight, whether it's for the project or the company.

See Also