Configure and Customize Insights
Objective
To configure the details of your project's insights.
Background
Project administrators can access the 'Project Details' menu and quickly update the most relevant fields that impact Insights availability and accuracy. All users with access to at least one insight can access the 'Customize' menu and quickly hide, show, and reorder all available insights.
Things to Consider
Steps
Configure Project Details
- Navigate to Insights within the side panel of your project.
- Click the gear
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
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.
|
Project without Procore Financials |
Project with Procore Financials |
- Click Save.
Note: Insights can take up to one hour to reflect changes made to project details.
Customize Project Insights
- Navigate to Insights within the side panel.
- Click the gear icon and select 'Customize'.
- Click the reorder
icon to reorder how your insights appear in the side panel. - Click the view
icon to show or or hide your insights in the side panel.
