Add, remove, or rearrange cards using the Customize Dashboard in Project Home and the tabs in Insight.
Click either the Project Home module or on a tab in Insight.
Click Customize at the top-right or, if your project has both Classic Field and Field Management activated, click then click Customize.
The Customize Dashboard is displayed, and the cards become moveable.
To add cards, click Card Library.
Use the search and filter features to find cards.
Select the checkboxes of the desired cards, and click Add Card.
If you have added any Partner Cards, click Configure and enter the URL provided by the partner company for each one. Optionally, edit the title of the cards.
If you have added any Project Design cards, to embed a project model or drawing from Document Management, click Configure and enter the URL for each one. Optionally, edit the title of the cards.
To remove a card, click
Hide card.
Click and drag the new cards to reorder them as required.
When finished, click Save.