Executive Overview

Learn how to use Insight’s executive features to view data across all projects, as well as analyze that data with your own business intelligence tools.

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About this course

Note: Please register to access the course content.
You'll earn points in The Big Room for completing this course!

Welcome to Executive Overview!

In this course, we'll cover how users with executive-level access can obtain critical data from across a company’s entire portfolio of work. Similar to the Project-Level Insight course, you’ll learn how to create customized dashboards that display analytics, and use predictive insight to assess project data trends and patterns, and identify gaps and problems—for all projects simultaneously. You’ll also learn how to export all of this accumulated data to use with any analytics tool.

Who should take this course? 

This course is designed for users with executive-level access, such as vice presidents of operations, owners, or any stakeholder needing to view and analyze data across multiple projects.

We'll cover: 

  • How to access Insight’s Executive Overview and navigate its unique dashboards and cards
  • How to customize dashboards and cards in Executive Overview
  • How to access, run, and schedule data extraction from all projects using Data Connector

Curriculum15 min

  • Introduction to "Executive Overview" 3 min
  • Managing
  • "Executive Overview" Dashboards and Cards 4 min
  • Customizing Dashboards and Cards in “Executive Overview” 4 min
  • Using “Data Connector” 4 min
  • Check Your Understanding
  • Knowledge Check
  • Conclusion
  • Help Us Help You
  • Course Wrap-Up
  • Related Content
  • Training and Support

About this course

Note: Please register to access the course content.
You'll earn points in The Big Room for completing this course!

Welcome to Executive Overview!

In this course, we'll cover how users with executive-level access can obtain critical data from across a company’s entire portfolio of work. Similar to the Project-Level Insight course, you’ll learn how to create customized dashboards that display analytics, and use predictive insight to assess project data trends and patterns, and identify gaps and problems—for all projects simultaneously. You’ll also learn how to export all of this accumulated data to use with any analytics tool.

Who should take this course? 

This course is designed for users with executive-level access, such as vice presidents of operations, owners, or any stakeholder needing to view and analyze data across multiple projects.

We'll cover: 

  • How to access Insight’s Executive Overview and navigate its unique dashboards and cards
  • How to customize dashboards and cards in Executive Overview
  • How to access, run, and schedule data extraction from all projects using Data Connector

Curriculum15 min

  • Introduction to "Executive Overview" 3 min
  • Managing
  • "Executive Overview" Dashboards and Cards 4 min
  • Customizing Dashboards and Cards in “Executive Overview” 4 min
  • Using “Data Connector” 4 min
  • Check Your Understanding
  • Knowledge Check
  • Conclusion
  • Help Us Help You
  • Course Wrap-Up
  • Related Content
  • Training and Support

Welcome to Autodesk Construction Cloud Learning Center!

Welcome to the new Autodesk Construction Cloud™ Learning Center! If you previously took courses on Learn BIM 360, your courses can be found in the BIM 360 tile on the Courses page. We hope you enjoy exploring our new content for all of our Autodesk Construction Cloud™ products.

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