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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.

Objectif

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

Contexte

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.

Éléments à prendre en compte

  • Autorisations utilisateur requises
  • 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.

Procédure

Niveau projet

  1. Accédez à l'outil Admin au niveau projet. 
  2. Under Project Settings, click Tool Settings.
  3. Toggle Insights on or off.
    insights-enable-screenshot.png

Niveau entreprise

  1. Accédez à l'outil Admin au niveau entreprise. 
  2. Under Tool Settings, locate Insights.
  3. Toggle Insights on or off for your company.