Add a Project

You can add a project from anywhere you see the add icon in the upper right navigation bar. Most commonly, you will add a project from within the Folder you plan to keep the project. This is according to your organizations folder structure. If you do not add a project from the Folder, you will have an additional required field in the Project Add/Edit form to designate "Parent Item" or "what folder should house this project?"

General Tab

• Project Insight requires a Project Name and a Scheduled Start Date
• Every other field is optional depending on your organizations requirements - ask your administrators if they require additional fields for their reporting purposes
• Time Zone and State are also required, but they pre-populate based on your system settings

In the general tab, you can also initiate the "Import from Microsoft Project XML" if you have a pre-existing .xml file of your project schedule. Please see our Microsoft Project Import/Export articles for more information.

Hover over the Save icon to select the "Save & Display Project" option to start to Build a Schedule.

Additional Fields in Other Tabs

• Add Project - General: for important reporting and categorization data
• Agile: to run sprints and a backlog
• Custom Fields: if your organization use custom fields, they may be in this tab. Check with your system administrator to discuss
• Time, Expense & Billing Information: primarily used for customer-facing projects
• Target Budget Information: the top-down budget for internal and billable dollars
• Scorecard: if implemented, fill it in

Save Icon

• Clicking the Save Icon will take you back to your previous page when you clicked "add project"
• Hover over the Save Icon to see the options "Save & Display Project" and "Save & Add Another Project"
• Save & Display Project will take you to the Task List to build a schedule 
• Save & Add Another Project will take you to another Project Add/Edit form - adding the project to the same folder you added the first project