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Procore

Enable Insights

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procore insights availability
Project and Company Insights are available in US, CA, UKI, ANZ, and MENA regions for customers on eligible plans with Insights or with purchase of Procore Analytics.

Objetivo

To enable Insights at the Project and/or Company level.

Contexto

Project administrators can enable and disable the Insights tool for all users with access to Insights on the project through the tool settings page. Company administrators can enable and disable the Insights tool for all projects through the company tool settings page. Company Insights are designed to provide visibility across all projects in your portfolio, offering a complete perspective at the company level rather than focusing on individual or selected groups of projects.

Aspectos para tener en cuenta

  • Permisos de usuario requeridos
  • Make sure to grant any necessary granular permissions for users who don't have Admin level access at the company or project level for the applicable tool.

Pasos

Nivel proyecto

  1. Vaya a la herramienta de Administrador a nivel de proyecto. 
  2. Under Project Settings, click Tool Settings.
  3. Toggle Insights on or off.
    insights-enable-screenshot.png

Nivel compañía

  1. Vaya a la herramienta Administrador a nivel de compañía. 
  2. Under Tool Settings, locate Insights.
  3. Toggle Insights on or off for your company.