Simplifying Data for Smarter Decisions: Insights in Keka PSA

Overview

In this guide, you will learn:

• How to access and use Insights in Keka PSA
• What key metrics Insights highlight
• The benefits of using Insights for decision-making
  

Who Can Do This?

• Project Managers
•  Client Managers
• Admins with access to project

Pre-requisites

1. Access to at least one Active or Archived project or client
2. Project and client data must be populated to generate Insights

Where to Find Insights (Projects)

1. Go to Projects from the left navigation panel.
2. Click on any project name under Active or Archived.
3. Select the overview tab.
4. Scroll down to find the Insights section.
   
   

Where to Find Insights (Clients)

1. Go to All Clients.
2. Click on a client name.
3. Select the Summary tab.
4. Scroll to the Insights section.
   
   
5. Click View All to explore a complete list of generated insights.
   
   

How Insights Work

1. Insights are automatically generated using live project and client data in real time.
2. They highlight meaningful changes and trends, including:
   • Billable Hours Trends: e.g., “Billable hours increased by 224% since last week.”
   • Utilization Highlights: e.g., “Utilization percentage increased by 199.27% since last week.”
   • Leave and Allocation Updates: e.g., “1 resource was on leave last week, and 2 resources will be on leave this week.”

How It Connects with Other Modules

• Projects: Pulls data like hours, utilization, and allocation metrics from active projects.
• Clients: Summarizes client-level project metrics in a centralized view.
• Time & Attendance: Tracks leave and allocation data, feeding into Insights for better planning.

FAQs

• Q: How frequently are insights updated?
  A: Insights are updated weekly, based on your latest timesheet, project, and leave data.
• Q: Can I export these insights?
  A: Insights are not currently exportable but can be reviewed under each project/client’s Summary.
• Q: Why don’t I see any insights for a project?
  A: Ensure timesheets are submitted and resources are allocated for the project to generate insights.
• Q: Can I customize the types of insights shown?
  A: Currently, insights are system-generated. Customization options may be added in future updates.

Troubleshooting

• No insights showing for a project or client?
  • Ensure the project or client has active timesheet entries and allocations.
  • Confirm that you have the correct permissions to view the Summary tab.