Administration: Creating datasets for Project Custom Objects/Tables

As a Project Administrator, you can create dedicated datasets for specific instances of custom objects used within your project workflows.
Once created, Insights Administrators can enable these datasets for use within Insights.

Follow the steps below to create and configure your datasets within the Project module.

Within Project

• STEP 1: STEP 1: Go to Framework > Project Workflows.
  Click on the desired workflow and select the custom object.

• STEP 2: Locate the Create Insights Dataset button.

For Custom Objects, it will be in the ‘CustomObject’ tab of your Custom Object Configuration screen as shown below. 

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Figure 1.1

For Custom Tables, it will be in the ‘CustomTable’ tab of your Custom Object Configuration screen. 

• STEP 3: Click the Create Insights Dataset button to create the dataset.

• STEP 4: Log in to Insights as an Administrator, then update and execute your datasets as described here.

  Once your data source is ready for use, you can set up a default relationship between these new datasets and the Project_ProjectRegister_STND dataset as shown below.

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