Administration

System Administrators use Project Insight heavily in two ways: Implementation and Continued Administration. There are many articles dedicated to setting up Project Insight for the first time:

Implementation

Sample implementation: One Day Implementation for Professional Services Organizations

Adding/editing Users

Default Work Schedule

Desired features through Add-Ons, example given:

• Time Tracking & Time Sheets
• Resource Allocation & Resource Management
• Project Budgeting
• Proposal

For teams just starting with Project Insight, Administration and set up can be a full time equivalent employee for a week to two weeks. Some teams choose to split these duties between multiple people.

Once you "Go Live" with Project Insight, the time commitment is no more than a few minutes each week to make occasional changes.

Continued Administration

Plan for team members to contact you with any of the following questions:

Adding new Users

Occasionally there may be a user who asks for Login Help: Help! I can't login

Default Work Schedule once year to add new holidays

We're here to help, and you've come to the right place. This Help Center is where Administrators like you can:

• Search the community for knowledge
• Join the conversation to ask PI questions
• Solve any account questions