Insights
The Insights page surfaces things across your projects that need your attention — without you having to dig through every project tab. Think of it as your project portfolio’s daily briefing.
What you’ll see there
Insights are grouped into four kinds, each with its own chip filter at the top of the page:
- Risk — something is likely to slip or already has. A critical-path task running late, a project that’s about to blow its budget, an invoice past due.
- Warn — early-warning signals worth a look. A vendor bill you haven’t approved, a change order waiting on a signature.
- Win — good news. Projects coming in under budget, milestones hit on time, customer payments cleared.
- Tip — small suggestions that improve how you use Frametry — like turning on QuickBooks sync or inviting a teammate.
How to act on an insight
Each card shows a short headline, a one-line explanation, and (when relevant) a “See source →” link that takes you to the exact tab inside the project — Budget, Schedule, or Financials — so you can fix the underlying thing without hunting for it.
How to dismiss one
Tap the small × on a card to clear it. Dismissed insights don’t come back unless the underlying signal reappears (for example, a task that was delayed gets delayed again after you’d dismissed it).
When does the page refresh?
Insights refresh whenever you open the page. To force a fresh recompute, tap Refresh in the top-right corner.
Didn’t find what you need? Tap the help bubble in the app, or email [email protected].
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