How to Organize Sections in the Left Navigation

This video shows how you can move/collapse the My Work, Folders, Administration, and Invoice Records sections in the Left Navigation. These changes are on a profile basis and not system wide.

Transcript:

Hello, this video is about how to organize sections of your left navigation panel in Project Insight. Right now, you'll see I have the settings so that my work is at the top of the left navigation panel, and then my system administrator settings are below that. You might also see folders if you have the folders add-on activated, or invoice records if you're doing invoicing from Project Insight. These are the top layers. If I click on either one of them, I can collapse those menus entirely. The four that you can see here would be my work, admin, folders, and invoice records.

If you want to click into those, you can obviously take up some more space in the left navigation to do some navigating. You can open the submenus, and you can see you can expand or collapse for users or companies or whatever you happen to be needing to address. I can click on my work and then get to the submenus of my work, like list projects, tasks, time, etc.

Sometimes, people like to give themselves a little extra room, so they'll slide the admin menu down. This way, you can see more of the projects that are on your work list and even click into the tasks that are part of those projects. You may not want to have my work at the top. I find it easier to close both of the top-level menu items to make that arrangement, but you can rearrange and reorder. You simply click on, it takes just a minute, click on admin until you see the shadowed hover state and drop it right on top of my work. You can see that this moves the admin above my work in the left panel, and you could do that with the other two top-level folders if you needed to move folders or invoice records.

You can go to my work and also change the types of items that show up in my work. Maybe you want to include tasks. Maybe you want to include ones with a certain work status. Perhaps you have a preference for the predecessors, but there are also other items, such as approvals. Maybe you want those in your list, or you don’t, including custom items and action items, etc. You can make some decisions about what you want to see in your work list. I like to have these particular items in mind, but make sure you click save when you've made those adjustments. That is what you'll see in the my work panel.

Again, this will not change the settings for anyone else in your organization. This is manageable user by user, and you can make that adjustment for yourself without affecting anyone else's circumstances. I'm just going to move it back to the way I like it, and if you have any questions, please feel free to reach out. But that is how you organize the sections in the left navigation.