Configure Project Insights

Background

Project administrators can access configuration settings from the Insights sidepanel to quickly update the most relevant fields that impact their Project Insights availability and accuracy.

Éléments à prendre en compte

Steps

  1. Navigate to the Insights card within the side panel of your project.

  2. Click the gear icon-settings-gear-grey3.png icon to update the following project information:
    Note: Updating these fields automatically updates the details for everyone who can view the insight.

    • 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, you will manually enter and update this field over time to ensure the insights remain accurate.

Project without Procore Financials
insights-project-without-financials.png

Project with Procore Financialsinsights-project-with-financials.png

  1. Click Save.
    Note: Your insights can take up to 15 minutes to reflect changes.

See Also

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