The My Insight drop-down has links to the most commonly used items within Project Insight.
Note* The System Administrator may have changed the terminology for this menu option and the associated graphic.
Click directly on the text or graphic to display the main dashboard.
Hover on the text option to see the drop down options.
My Allocation creates an allocation report showing just you for the current week. Using the display options icon , you can change many things on the report to better suit what you need to see on your My Allocation report. Note these changes are not able to be saved. Each time you run the My Allocation report it will first produce the basic report. If you want to have a saved version with your custom changes, create your own report and save it with a unique name.
Auto-Alerts will display any alerts that you have configured. If you are an administrator, you will also see a link to System Level Auto-Alerts. Please review Notification Settings for configuring alerts that affect others.
Multiple dashboards can be created and saved. Each saved dashboard will be available via the drop-down navigation. Dashboards allow you have quick access the information you use most often. Please review the dashboard page to fully understand the power of this feature.
There are two different ways that you can enter time, through the grid and through the worksheet. My Insight gives you a quick link to each of them. You can also produce a report of your saved time sheets by using the Saved Time Sheets link. If you are a time sheet approver, you will also see a quick link to produce a report of the time sheets needing approval.