Description
This hands-on lab will help users understand how to begin using the Insight Builder tool within the Project and Executive Insights to obtain project and portfolio level reporting for RFIs, Submittals, Issues, and Cost data. We'll walk through the following: accessing Insight Builder; building your first Insight Builder dashboard; generating visualizations from key project data; creating pixel-perfect reports to automate PDF generation of weekly reports; and sharing data to project teams. This session will focus on digesting Build data across many projects and helping users find ways to present key insights across projects and portfolios. If you're looking to level up your analytics skills, this class will help you get started on your data journey.
Key Learnings
- Learn how to use Insight Builder.
- Learn how to generate visualizations from key project data.
- Learn how to automate PDF creation with weekly reports in Insight Builder.
- Learn about democratizing data across your organization.
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