ProjectWise Deliverables Management Portal Help

Displaying Package Statistics in ProjectWise Project Insights

ProjectWise Project Insights is the ProjectWise 365 service that collects and analyzes data about your ProjectWise Design Integration documents and your ProjectWise Deliverables Management packages, and then displays that information in the form of visual reports within the ProjectWise Project Insights dashboard of your ProjectWise project.

For ProjectWise Deliverables Management, ProjectWise Project Insights tracks:

  • How many deliverable documents have been accepted/approved
  • How many documents still require work (either review is not yet finished, or review is finished but a new version is not yet created/sent for re-review)
  • How many documents are overdue to review, or overdue to fix and re-issue
  • The average ongoing task duration (are there any bottlenecks on the client review team side, or on vendor organization side?)

As soon as you turn on ProjectWise Project Insights in the same ProjectWise project where ProjectWise Deliverables Management is already turned on and in use, ProjectWise Project Insights will begin to process the existing ProjectWise Deliverables Management data. Once the data has been processed, it is automatically displayed on the Deliverables Management tabs in the dashboard.

If you visit the Incoming deliverables tab of the dashboard soon after turning on ProjectWise Project Insights, you will see the following configuration map (assuming that ProjectWise Deliverables Management is also turned on and in use):

Step 1 shows that the service is enabled (meaning that ProjectWise Deliverables Management was already turned on in this project).

Step 2 shows that data upload is in progress. There is nothing you need to do in this step, except wait for the ProjectWise Deliverables Management data in this project to be uploaded and processed for display on the Deliverables Management tabs. If you have just turned on ProjectWise Deliverables Management and no deliverables packages have been sent or received yet, then the configuration map will remain on Step 2 until there is some deliverables data in the project for ProjectWise Project Insights to upload and process.

For more information, see the section about using the Deliverables Management tabs in the ProjectWise Project Insights help.