Fieldguide

Access <a href="https://help.fieldguide.io/en/articles/9047554-fieldguide-insights#h_334c10dc6b">Engagement insights</a> dashboards from the <b>Insights</b> menu inside an engagement. You can optionally grant client users access to some dashboards.

- On-Time Performance Detail
- Time &amp; Budget Detail
- Engagement Progress

Manage client user access to an insights dashboard by selecting an option from the dropdown on the top-right. This option is only available on some insights dashboards.

The engagement Insights page is visible to firm users with the "Engagement Insights" <a href="https://help.fieldguide.io/en/articles/9047554-fieldguide-insights#h_3349b3f6b5">insights permission</a>.

Access key dashboards inside an engagement and share with clients

View insights in an engagement

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