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About Insight

114 viewsUpdated 18/09/20261 min read

Insight does not hold any data of its own. It reads what the other tools contain and answers the questions a project manager actually asks.

This topic includes:

What it shows

Insight

  • Overdue work — issues, RFIs and submittals past their date.
  • Ball in court — who is holding things up, and how much.
  • Open items trend — whether the backlog is growing or shrinking, week by week.
  • Risk flags — the specific things worth attention now, each with a count, so "3 RFIs overdue by more than a fortnight" is a link rather than a feeling.

The portfolio view

Across projects, the same measures answer which job needs attention. A project with a small backlog that is growing quickly usually needs attention before one with a large backlog that is shrinking.

Making it yours

The board is not fixed. Every reading above is a card you can add, move, resize or hide, and the arrangement is saved against your own account. Data Connector, in the same menu, takes the same records out as CSV files.

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