ProjectWise Project Insights Help

Configuration Maps

Whenever anyone enters the ProjectWise Project Insights portal and there is still some configuration that needs to be done in order to display your data, the dashboard tabs will be disabled from showing any reports, and the Overview and Incoming deliverables tabs will instead each display a configuration map that shows what the general configuration steps are for that type of data, and which steps still need to be completed. This is to ensure that ProjectWise Project Insights gets properly configured, and that you do not accidentally skip or overlook any steps of the configuration.

  • Overview tab - Shows you the general configuration steps required for displaying ProjectWise Design Integration data, and which steps still need to be completed.
  • Incoming Deliverables tab - Shows you the general configuration steps required for displaying ProjectWise Deliverables Management data, and which steps still need to be completed.

Once all of the ProjectWise Design Integration configuration is complete, the ProjectWise Design Integration tabs are enabled and display reports about your documents.

Once all of the ProjectWise Deliverables Management configuration is complete, the ProjectWise Deliverables Management tabs are enabled and display reports about your deliverables.

Note: The administrator can also hide all tabs related to a particular type of data (for example, hide all ProjectWise Design Integration tabs, or hide all ProjectWise Deliverables Management tabs, if they are not ready to configure or do not plan to configure the dashboards for that type of data.