Getting Started with Project-Level Insight

Insight can help project administrators understand project data, identify risks and problems, and improve project efficiency.

Key Features

Insight delivers unified project data dashboards and analytics for trends, gaps, and risks. It also offers key categories like Risk, Design, Safety, Quality, and Project Controls.

Learn more about customizing dashboards and cards.

Access Insight

All project members can access Insight and Construction IQ.

Click the product picker.
Click Insight.

Best Practices

Learn how to configure dashboards based on project goals and get familiar with tips about using Construction IQ.

Configure Dashboards Based on Project Goals

You can use third-party cards for specific purposes or Generic partner card to add any third-party links.

As a project administrator, you can configure dashboards and share them with relevant key stakeholders by following these steps:

In Insight, click in the top left of the page.
Click Add Cards to add an out-of-the-box Insight card from the Card Library.

Tip: You can add any third-party cards that fit your project goals.
Click into the default dashboard name field to enter a new name for your dashboard.
Click the icon in

You can select from these share settings:
- All project members: All members can view the dashboard. This is the default view.
- Selected project members: Members you select based on name, role, or company can view the dashboard.
- Only me: Only you can view the dashboard
Tip: There is also the option to copy the link and share with any project member.
Click Save to save your dashboard.
Click at the top right of the page to share your dashboard with project members or external collaborators.
Click at the top right to share your dashboard with all or selected project members. Learn more about sharing dashboards.
Click at the top right to open the Card Library and add card, as needed.