Navigating Project Insight

Purpose
The Home screen is your starting point in Project Insight. It gives every user one-click access to projects, portfolios, reports, and personal work items. Consistent navigation helps everyone—from team members to executives—reach what they need quickly while keeping a complete picture of org-wide work in view.

How to

1. Access the Home screen:

   • After logging in, PI opens to the Home screen by default.

   • You can return anytime by clicking the Home icon in the upper-left corner.

2. Understand your tiles:

   • Each tile (for example, Projects, Programs, Portfolios, Reports, or Resources) opens that section’s workspace.

   • Tiles may vary by role—admins see more options than standard users.

3. Customize your layout:

   • Drag and drop tiles to reorder them; PI remembers your layout automatically.

   • Resize tiles using the expand icon in the corner.

   • Hide tiles you rarely use with the Edit Layout option.

4. Navigate within a section:

   • Use the breadcrumb path at the top of any page to return to its parent level.

   • Every list or dashboard includes a Filter icon (top right) and a Layout gear for adjusting and saving your view.

5. Return to Home:

   • Click the Project Insight logo or Home icon anytime to return to your personalized dashboard.

Best practices

• Keep frequently used modules like Projects, Reports, and My Work near the top of your Home screen.

• Encourage team members to set up their own tile order for faster daily navigation.

• If you can’t see a specific tile or module, confirm your role permissions with an administrator.

• Use Reports and Portfolios tiles for organization-wide visibility; use My Work to focus on personal assignments.