Add a Project

You can add a project from by easily going to projects home and going add icon in the upper left. You will be able to go to the project screen and configure your project. The form will look as follows and you can input

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 , after saving your project you will be able 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"
• After you save your project you can easily start to