The Insights module provides an overview of project activity through dashboards.
BIMWorkpalce includes a standard dashboard with key topic indicators, and users can also create custom dashboards to track the information most relevant to their workflow.
Creating a Custom Dashboard
1 – Open the Dashboards Panel
- Click the Dashbaords button in the right sidebar to expand the panel.
2 – Create a New Dashboard
- Enter a name in the designated field.
- Click New Dashboard to create it.
The new dashboard will appear above the standard dashboard in the list.
3 – Manage Dashboard Permissions
- Click the user icon next to the dashboard name.
- Select the users you want to grant view or edit permissions.
Note: New dashboards are visible only to their creator by default.
4 – Add Widgets
- Click Edit
- Select Widget Library from the sidebar.
- Choose the widgets you want to display.
- Close the Widget library.
- Move and resize widgets freely to organize your dashboard.
- Click Save to apply your changes.
Switching Between Dashboards
- Open the Dashboards
- Select the dashboard you want to activate.
Whenever you open the Insights module, the active dashboard will be displayed by default.
Permission Note
If you cannot create dashboards, check with your manager to confirm your user permissions.
