Any form in Project Insight can be added to Favorites for one click easy access from anywhere in the system.
Any form in Project Insight can also be made as the form that is displayed when you log in. By default the Project Insight main dashboard is the form that is displayed when you log in but you can change that with Favorites.
Forms can be easily added to favorites and removed from favorites as required. For example, you may have a Project Options form as a favorite while you're working on the project and then remove it from favorites when the project is completed.
Hover on Favorites, hover on the form and click the Remove Favorite option on the sub-menu.
- If you have access, hover on your name in the Project Insight main menu bar and click Edit Preferences
- Check the option Reset Homepage To Default Location:
Alternatively, you can go to the form you want as the default when you log in (even the Project Insight main dashboard and make that the default favorite) or remove the favorite that's set as the default.