Create, Customize, and Share Dashboards and Cards​

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Hey guys, welcome to the first objective of this course.

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In this objective we are going to create, customize and share dashboards and cards.

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Now before we do that,

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let's first understand what is insight.

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Insight is a product within the ACC platform

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that gathers data from all other products on this platform

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and provides analytics and predictive insights to get you up

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to speed with what's going on in your project.

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So basically

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insight delivers unified project-level data, analytics and predictive insights

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to help your team improve project efficiency.

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Now,

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how do we access Insight? As soon as you add a member

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to a project and give them access to the Docs module,

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they are automatically given access to insight as well.

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Once that happens you can go to the product picture on

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the top left and then you can click insight from there.

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Under Insight, your default view is a view called my dashboard.

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This is your one stop shop to look at everything that's happening in your project.

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You can customize this view by clicking on customized on the top right,

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you can also create new dashboards and you can export them.

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So you can share these dashboards with your other team members.

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Let's now jump over to the chrome window and take a look at the inside module.

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Alright, so here I am in this project called specialty hospital,

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I'm currently in Docs.

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So if I click on this product picture on the top left,

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I'll click Insight.

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It now takes me to the insight module

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and my default view here is called my dashboard.

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Under my dashboard I can see the project address,

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I can see weather and I can see a few cards here that are the default cards.

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The default cards include Project RFIs

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Project Submittals, Project Issues, Open RFIs and Submittals and so on.

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Please note that this project also has autodesk build enabled.

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That's the reason I can see RFIs and Submittals.

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From the left navigation, I can look at the design analytics,

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Project Controls,

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I can look at Quality and Safety analytics

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but let's start with customizing my dashboard.

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For that. I'll click on the customise option on the top right.

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I can now go to card library. These are all the cards that are available by default.

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One of the cards I'm a big fan of is issues by the root causes. So if I scroll down here,

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I'm going to select that card,

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which is this one here.

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I'll click on add card.

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This card is now added here.

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I can now easily see all the issues by the root causes.

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Because I'm in the customise mode

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still, I can select this card and I can drag and drop it wherever I want it to be placed.

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I can even drag and drop it above the submittals card if I want.

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But in this case I'm happy with this card here.

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Now this project doesn't have design collaboration enabled.

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So I don't need design packages. I can turn that card off.

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The other card that I'm a big fan of is adding this card here called

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Autodesk Construction Cloud

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and I'm going to use this card

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to display the Federated 3D Model of my design.

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For that, let me first display the Docs module.

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I'm going to open it in the new tab

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and now I'm gonna go and select configure.

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It says, what's the card title? I'm going to call this Federated Model

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Now it's asking me for the Document Management URL

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for that I'll go to the docs tab. I'll go to the Federated Model

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and this is a marvelous Federated Model that I want to display there.

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And all I need to do is copy this address at

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the top and I'm going to paste that address here.

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I'll go save

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And now on my dashboard I can actually see the Federated model of the project as well.

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How cool is this?

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Once I've configured this,

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I can go and select save, this is really important.

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Otherwise it will not save your customization.

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Now, if I want to share this dashboard with the rest of the team members,

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I can simply click on the export option here.

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It lets me to share with which team member. Again,

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I can share it with companiens, roles or individual team members.

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In this case I want to share it with all these companies that are part of my project.

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I'll go export.

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It now sends an email to all these

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team members that said a dashboard exported for them.

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Now going to the dashboards on the top left,

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I can click on this icon here that says create dashboard.

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I can now rename this dashboard,

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I could call it as Hospital Dashboard.

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I can also configure the setting whether I want to share it with

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all project members or selected project members or is it only for me?

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In this case I want to share it with all project members. I'll go done.

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and now I can start adding cards. I'll start with issues.

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Then I'm gonna add this card here.

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Similarly open RFIs And Submitttals, All Issues

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Activity: Added VS Closed and Issue Root Causes.

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I'll go add cards,

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all these cards are added and now I can customize it

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lets in this case I want to move this card here,

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I want to move the Open RFIs and Submittals here and that's

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how I want this dashboard to look like I can now go and select save

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again, I can export it, I can share it and so on.

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And this new dashboard is listed here as Hospital Dashboard

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so at any point of time I can switch between the hospital dashboard and my dashboard,

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how cool is this?

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That's all I have in this objective. I'll see you in the next one, cheers.