In-house Cards in Insight

This topic includes information about account-level and project-level in-house Insight cards.

In this topic, you can learn about:

Accessing project-level in-house cards
Project-level in-house cards
Accessing account-level in-house cards
Account-level in-house cards

Access Project-Level In-house Cards

Select Insight from the product picker.
Click Customize at the top right of the screen.
Click Card Library.
Use the search box to find the desired card by name.
Apply filters to quickly find the card you need. The following filters are available:

See Customize Dashboards and Cards to learn more about card settings and how to work with cards in Insight.

Project-level In-house Cards in Insight

The following card categories are available:

Checklists
Cost
Design
Issues
Project Home
Reviews
RFIs
Risk
Safety
Submittals
Quality

Note: Some cards span several categories. To avoid duplicates, Construction IQ and Coordination categories are not listed above because cards that fall under these categories are included in either Issues or Safety.

Checklists

Ref no	Card name and image	Description	ACC	BIM 360	Card filters
1	Checklists	A list of all active checklists in your BIM 360 project.			-

Cost

Ref no	Card name and image	Description	ACC	BIM 360	Card filters
1	Budget Trend	Evolution of a project's budget from the original figures through any revisions to the current projections.			Cost
2	Cost Trend	Insights into both original and projected expenses for better cost expectations and financial planning.			Cost

Design

Ref no	Card name and image	Description	ACC	BIM 360	Card filters
1	Design Packages	A list of all active design packages in a project.			Design
2	Project Design	The card enhances efficiency and promotes a more streamlined workflow. It provides a feature that allows for the embedding of real-time project models or drawings directly from the Files tool. This functionality gives members immediate access to and visualization of critical project data.			Design

Issues

Ref no	Card name and image	Description	Card filters
1	Issues	A comprehensive list of all active issues in a project serving as a hub for tracking and managing ongoing issues (ACC, BIM 360).	Design, Issues
2	Coordination Issues: Active vs Closed	A filled area chart comparing the number of active versus closed coordination issues over a time, highlighting the workflow and resolution rate.	Coordination, Issues
3	Coordination Issues Status	Categorizes coordination issues by their current resolution status, such as "Completed," "In progress," "In review," "Open," "Not approved," and "Pending."	Coordination, Issues
4	Coordination Issues by Company	A chart that breaks down coordination issues by company, allowing for a quick assessment of which companies are associated with the most issues.	Coordination, Issues, Companies
5	Design Issues	A list of all active design issues in your project.	Design, Issues, Project Controls
6	Design Issues by Company	A snapshot of active design issues segmented by their assignment to companies.	Companies, Design, Issues, Project Controls
7	Design Issue Status	A snapshot of design issues segmented by their current status categories such as "In review," "Open," "Not approved," and "Pending." You can set the period to 6 months, 12 months, or "All".	Design, Issues, Project Controls
8	Design Issue Trend	A trend of design issues over time to track the number of issues added and resolved, offering insights into issue resolution dynamics.	Design, Issues, Project Controls
9	Design Review Risk Factors	A view of risks associated with code compliance, critical components, incomplete documentation, overdue issues, and overdue reviews.	Construction IQ, Design, Issues, Reviews
10	Field Issues	A member must be entitled to Field Management	Issues
11	High Risk Issues	A list of all active high risk issues in your project.	Construction IQ, Issues, Quality
12	High Risk Safety Issues	A visual representation of high risk safety issues over time in the form of a bar chart. It allows for easy tracking and identification of trends and patterns in quality risk management.	Construction IQ, Issues, Safety
13	High Risk Quality Issues	Trends of your High Risk issues over a time period. You can adjust the time period to 6 months, 12 months, or "All".	Construction IQ, Quality, Issues
14	Housekeeping Issues	The percentage of housekeeping issues compared with other issues in the form of a pie chart.	Construction IQ, Issues, Safety
15	Water Risk Issues	Representation of water risk issues over time in the form of a bar chart. It allows for easy tracking and identification of trends and patterns in water risk management.	Construction IQ, Quality, Issues
16	Quality Issue Status	Categorizes quality issues by their current resolution status, such as "Completed," "In review," "Open," and "Pending."	Issues, Quality
17	Total Issues to Date: Active vs. Closed	Displays an area chart comparing the total number of active and closed issues over time, providing a broad overview of issue resolution progress.	Issues, Quality
18	Issue Root Cause	A chart that ranks the root causes of issues, highlighting the most common sources of problems within the project, which can help in targeting improvements.	Issues, Quality
19	Safety Issues by Company	Presents a chart that breaks down coordination issues by company, allowing for a quick assessment of which companies are associated with the most issues.	Safety
20	Safety Issues Status	Shows how many safety issues are in each status: "In review", "Open", "Pending".	Issues, Safety

Project Home

Ref no	Card name and image	Description	ACC	BIM 360	Card filters
1	Project Address	Project details and location.			-
2	Weather	Current weather conditions in your project site.			-

Reviews

Ref no	Card name and image	Description	ACC	BIM 360	Card filters
1	Approval Reviews by Current Assignment	A snapshot of active design issues grouped by company and project.			Reviews, Design

RFIs

Ref no	Card name and image	Description	Card filters
1	Open RFIs by Current Assignment	A snapshot of active RFIs grouped by company and project.	Project Controls, RFIs, Companies
2	RFIs	A list of all active RFIs in your project.	Project Controls, RFIs
3	RFI Activity	A visual representation of RFIs over time in the form of a chart. The card allows for easy tracking and identification of trends and patterns to manage RFIs.	Project Controls, RFIs
4	RFI Progress Tracking: Active vs Closed	Helps track active vs closed RFIs.	Project Controls, RFIs
5	RFI Risk Factors	The table view displaying risks from the following cards: high-risk RFIs, MEP and Structural RFIs, RFIs with a root cause in Design Collaboration, RFIs with a root cause in Documentation Errors, RFIs with a root cause in Code Compliance.	Construction IQ, Project Controls, RFIs

Risk

Ref no	Card name and image	Description	ACC	BIM 360	Card filters
1	Subcontractor Risk Today	A list of subcontractors with the highest risk today.			Construction IQ, Companies, Safety

Safety

Ref no	Card name and image	Description	Card filters
1	High Safety Risk Subcontractors	Flags subcontractors with the highest risk.	Construction IQ, Safety, Companies
2	Positive Observations	A list of companies and the number of positive observations associated with them.	Construction IQ, Safety, Issues
3	Safety Checklist Conformance	Shows active and closed safety checklist data in BIM 360 projects.	Safety
4	Safety Risk Factors	Presentation of risks from the following cards: High Safety Risk Subcontractors, High Safety Risk Issues, Housekeeping Issues, Positive Observations, and Safety Checklist Activity.	Construction IQ, Safety
5	Safety Risk Today	Using our machine learning algorithm, safety risk card flags high risk safety issues, facilitating prompt action on high-priority issues.	Safety, Construction IQ
6	Subcontractor Safety Risk	The number and type of safety issues assigned to each subcontractor over a specified length of time.	Construction IQ, Companies, Safety

Submittals

Ref no	Card name and image	Description	Card filters
1	Submittals	A list of all active submittals in your project.	Project Controls, Submittals
2	Open RFIs and Submittals	A total count of all open and closed RFIs and Submittals within your project.	Project Controls, RFIs, Submittals
3	Positive Observations	A list of companies and the number of positive observations associated with them.	Construction IQ, Safety, Issues
4	Safety Checklist Conformance	Active and closed safety checklist data in BIM 360 projects.	Safety
5	Safety Risk Factors	A table view displaying risks from the following cards: High Risk Subcontractors, High Risk Safety Issues, Housekeeping Issues, Positive Observations, Safety Checklist Activity.	Construction IQ, Safety
6	Subcontractor Safety Risk	Shows the number and type of safety issues assigned to each subcontractor over a specified length of time. The grid provides a visual overview of the subcontractors with the most safety issues assigned to them, and the severity of the issues. This can help project managers to focus on the areas that need most attention.	Construction IQ, Companies, Safety

Quality

Ref no	Card name and image	Description	BIM 360	Card filters
1	Subcontractor Quality Trend	Shows daily risk for all companies in the project in the past 6 or 12 months.		Construction IQ, Companies, Quality
2	Quality Risk	Using our machine learning algorithm, quality risk card identifies and categorizes potential risks into low, medium, or high severity levels, facilitating prompt action on high-priority issues.		Quality, Construction IQ
3	Quality Risk Factors	A summary of high risk issues for the project, specific risk categories such as water issues, and high risk subcontractors. It also includes overdue issues and checklist activity data.	Quality, Construction IQ

Access Account Level In-house Cards

Select Insight from the product picker.
Click on the left panel under Dashboards.

Tip: You can also click from the top left of the My Home page.
Click Customize at the top right of the screen.
Click Card Library.
Use the search box to find the desired card by name.
Apply filters to quickly find the card you need. The following filters are available:

See Executive Overview for more information.

See Customize Dashboards and Cards to learn more about card settings and how to work with cards in Insight.

Account-level In-house Cards in Insight

The following card categories are available:

Cost
Design
Locations
Reviews
Risk
Submittals
Quality

Note: Some cards span several categories. To avoid duplicates, the Checklists category is not listed above because cards that fall under this category are also included in Quality. Issues are not mentioned either because they are included in the Risk category.