Customize Dashboards

Add, remove, or rearrange cards using the Customize Dashboard in Project Home and the tabs in Insight.

  1. Click either the Project Home module or on a tab in Insight.

  2. 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.

  3. To add cards, click Card Library.

  4. Use the search and filter features to find cards.

    Note: The cards available to you depend on your project module access. The Card Library currently includes a wide range of cards, including some Partner Cards based on 3rd party applications, but is continually being expanded. If you can't see cards you think you should have access to, keep checking for the latest updates.
  5. Select the checkboxes of the desired cards, and click Add Card.

  6. 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.

    Note: If the URL you received from the partner company doesn't work, contact our support team.
  7. 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.

    Tip: To get the URL required to add a Project Design card, open the model or project in the viewer in Document Management, and copy the URL from the address bar.
  8. To remove a card, click Hide card.

  9. Click and drag the new cards to reorder them as required.

    Tip: You can also choose the Hide card option outside of the Customize Dashboard. The changes are saved automatically.
  10. When finished, click Save.

    Important: It is critical that you click Save, or all your changes will be lost. If you navigate away from the Customize Dashboard page without saving, you will need to make your changes again.