Navigation & Layout

Project Insight has three main sections:

1. Homescreen
   • Top of all Project Insight forms
   • One click access to your dashboards, reports, favorites, searching, user options, and help
2. Dashboard 
3. Left Navigation
   • Administrators will also have an Administration or "Admin" section
   • Time Home and Expense Home 
   • Quickly access Reporting and Search 

Global Menu Options

Most of the global menu options can be clicked on directly or the cursor can be hovered over them to see additional drop down menu options.

  Main Menu - Access the default dashboard by clicking on the icon or hover on it to access links to the most commonly used functions and items in Project Insight. Note* The System Administrator may have changed the terminology for this menu option and the associated graphic to reflect your  organization's terminology and branding.

Notifications - Let's you view system alerts, including comments, task notifications, and more.

My Reports - Access the full reports function by clicking on the icon or hover on it to access links to the reports you've saved and most commonly run.

  Favorites - Create, maintain and access links to the forms you most commonly access.

  Search - Search for data.

Profile - Change your password, log off or change other user information.

   Use Timer - Timer Tool - Set a timer to track how long you're working on tasks as you are actually working on them and automatically record that time. 

   Print - Printing From Within Project Insight

  Help -Click on the icon to access help specific to the page you are on. Hover on the icon Access online help.

Left Navigation

To expand (show) the Left Navigation bar, click the Expand  icon.

To collapse (hide) the Left Navigation bar, click the Collapse  icon.

See Left Navigation for more information on the options.