A Project represents an initiative by an organisation to deliver a particular outcome. Projects within Insight are used to identify impacts, actions, and track mitigations to ensure a successful outcome for the project.
Create a Project
Pre-requisite: Locations must be created within the Organisation before adding them to the Project; see the help article Create and Manage Locations.
You can create a new project by selecting CREATE PROJECT from the Project dropdown menu
Complete all of the applicable fields, then select CREATE PROJECT.
Field | Description |
Project Name | The name of the Project |
Project Owners | A user within Insight who owns the Project |
Start Date | The Project start or ‘kick-off’ date |
End Date | The planned Project end date |
Progress Status | Depending on the start and end dates, the status will be 'Not started,' 'In Progress,' or 'Complete' |
Locations | Geographic locations where the Programme is relevant |
Overview | A description of what the Project is about |
Objectives | The objectives of the Project |
Labels | Search existing labels or create a new one |
Programme | If applicable, the Programme to which this Project relates |
Note: Mandatory fields are marked with an *.
Update an existing Project
Select the Project you wish to update from the Project dropdown menu
On the Project Dashboard, select Manage Project and update any fields as required. Select Save if you make any changes.
Add project milestones
Project milestones can be used to identify key Project events that will appear on the Project timeline. They can also help provide information on key Project activities and provide clarity in timeline reporting.
Select Manage Project
Select Milestones in the navigation sidebar
Select CREATE MILESTONE
Note: Any existing milestones will be displayed on this screen and can be edited by selecting them.Complete all fields and select SAVE.