What are personalized dashboards in Project Insight?

Personalized dashboards in Project Insight let users create role-based views of projects, portfolios, resources, budgets, reports, charts, calendars, tasks, issues, and other work activity.

Can executives use Project Insight dashboards?

Yes. Executives can use Project Insight dashboards to view portfolio status, project health, budgets, workload, risks, reports, and other real-time information needed for decision-making.

Can users create multiple dashboards?

Yes. Users can create and save multiple dashboards, set a default dashboard, and switch between different layouts based on their role, team, or reporting needs.

What can I add to a Project Insight dashboard?

Project Insight dashboards can include saved reports, charts, tiles, calendars, work lists, issues, tasks, projects, time sheets, notifications, embedded web pages, and RSS feeds.

Can dashboards be shared with teams, executives, or clients?

Yes. Dashboards can be saved and shared with teams, executives, clients, or other stakeholders so each audience can see the information most relevant to them.

How do dashboards help with project visibility?

Dashboards help teams see real-time project and portfolio information in one place, including status, risks, budgets, tasks, workload, reports, and charts.

Personalized dashboards for executive visibility.

Give every stakeholder a clear, real-time view of the work that matters most. Project Insight dashboards help executives, PMOs, project managers, teams, and clients see projects, portfolios, resources, budgets, risks, reports, charts, and work activity in one connected place.

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Work your way

Customize dashboards for each role.

Create multiple personalized dashboards for each user.
Set a default dashboard shown at first login.
Add reports, charts, tiles, calendars, and work lists.
Use drag and drop layouts with expandable and collapsible components.
Save and share dashboards with teams, clients, or executives.
Show reports, issues, tasks, projects, time sheets, and more.
Support charts, notifications, embedded web pages, and RSS feeds.
Search dashboards to find and reuse the views you need.

Personalized dashboards in Project Insight

Give stakeholders real-time project visibility

Get full visibility

Give leaders the details they need to decide.

Provide executives with real-time dashboards for portfolio, project, resource, and budget visibility.
Surface status, risks, budgets, workload, and key reports in one place.
Help leaders see what needs attention without waiting for manual status updates.
Create views for PMOs, project managers, department leaders, executives, and clients.
Share dashboards that help stakeholders understand tradeoffs, priorities, and progress.

What sets Project Insight apart from other tools?

Dashboards are powered by live project, portfolio, resource, financial, and operational data.
Users can create and save multiple dashboard layouts for different roles and needs.
Teams can display saved and shared reports, charts, tiles, calendars, and web content.
Dynamic tiles can show tasks, to-dos, time sheets, projects, issues, and other work items.
Granular visibility controls help teams share the right information with the right audience.
Dashboards can support PMs, executives, team members, departments, and clients without duplicating work.
Project Insight connects dashboards to the broader PPM system, not just isolated project views.

With Project Insight, the C-suite can see real-time portfolio metrics, a PM can manage tasks and time in context, and a client can see their project view. Each dashboard can be tailored to the role, while the underlying project data stays connected.

That is the differentiator: dashboards in Project Insight are not just views. They are a command center for organization-wide work.

Project Insight dashboard differentiators