Project Insights in the CrossLead Platform allow participants to report on the progress of completion, status, and overall health of the Project. These Insights impact the objectives and goals of the Plan Overview.
Project Owners and Platform Administrators can create and edit custom fields for Insights on Projects in the CrossLead Platform. This customization improves the consistency of information reported by the participants across Projects, Plans, and the overall organization.
Custom fields can also be altered for specific presentations in order for the most critical categories of information to be reviewed and discussed with stakeholders.
Custom fields can be accessed by clicking the Action Icon within the Share an Insight button on the Project Insights page.
After selecting the Customize Insight option you will prompted to label, order, and format fields for your Project's Insights.
These fields, when saved, will replace the previous title and Insight fields that appeared in the form.