OnePlan

Schedule automatic Insights refresh

Updated

This article explains how to schedule automatic refreshes for Insights (including resource and plan insights). This requires the app 'Insights' to be installed and configured. See How do I add apps? and Configure Insights.

Go to the Admin pages and select General in the navigation.

Set a Schedule for Automatic Refresh

  1. Expand the Schedules topic heading.
  2. Click the Edit icon next to Insights. The Edit Schedule form will open.
  3. Complete the Edit Schedule form.
    • Schedule Type: Select the type of schedule to run the Cost Type Import function. Options are Daily and Monthly.
    • Days of Week: Select which day(s) of the week to run the Cost Type Import function.
    • Time of Day: Select the time of day to run the Cost Type Import function.
    • Timezone: Select the timezone where the function schedule will run.
  4. Click SAVE. Insights will now automatically refresh on the schedule you have set.
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