BIMWorkplace

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Insights

The Insights module is where users can get an overview of project activities. BIMWorkplace offers a standard dashboard featuring key topics, but users can create custom dashboards at any time.

Here’s how to create a dashboard:

1 – On the right sidebar, click the dashboards button to expand the menu.

    2 – With the Dashboards sidebar open, enter a name in the designated field and click New Dashboard to create it.

    3 – Once created, the new dashboard will appear above the standard dashboard. To allow other users to view or edit it, click the user icon and select the people you wish to grant permissions to.

    Note: New dashboards are visible only to the creator by default.

    4 – To customize your new dashboard, close the Dashboards window, click Edit, and then select the Widget Library button on the sidebar.

    5 – After choosing the widgets for the desired topics, close the tab and arrange the widgets as needed. All widgets can be moved and resized. Once customization is complete, click Save to save your dashboard.

    To switch between the standard dashboard or another created dashboard, open the Dashboards panel and activate the one you want. Whenever you open the Insights module, the active dashboard will be displayed.

    Note: If you are unable to create dashboards, check with your manager about your permissions and subscription plan to ensure you have access to this feature.

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