Exporting Your Data from Project Insight

Project Insight offers several methods for retrieving your important data. This article outlines the available methods for exporting workspace data, whether for historical records or migration to another software system. As long as you can log in to your workspace, all your data remains accessible through these methods. If you are unsure which option best suites your team's needs, please contact us at support@projectinsight.com for assistance. 

Build-In Export Options

The easiest way to extract information is by utilizing our built-in reporting features. Simply select the “Export to Excel” option from the upper right-hand menu on the report. 

This short video demonstrates all available exporting and printing options at the project level. However, all reports offer the same export formats, including Excel and CSV.

If you choose this option, make sure you follow the checklist below when exporting data:

1. Run all the "types" of reports based on what you use Project Insight for, i.e. time tracking = Time Entry Reports, project plans = Task and Project Reports, issue tracking = Issue Reports.
2. Include all columns in your reports, no harm in having too many columns when you export your historical data. 

Project Insight's APIs to Access Data

You can also retrieve data using the REST API, which provides programmatic access to Project Insight. The REST API enables seamless integration with various tools, including Microsoft Power BI, Tableau, and other third-party applications.

For detailed documentation on the REST API, refer to the following resources:

• Getting Started – Project Insight Help Center
• Project Management Software Web API Help | Project Insight

Project Insight's Professional Services

Many customers choose to engage our Professional Services Team to extract data on their behalf. These projects may also involve transforming data into specific formats for seamless import into other software systems. Professional service engagements start at $2,000 and vary based on the volume of data and the number of required formats.

If you're interested in exploring professional services, please contact us at support@projectinsight.com, and we will connect you with your account manager.

Keep Your Workspace

Finally, some customers choose to keep their subscription active, ensuring continued access to their workspace data. This allows you to interact with saved projects, reports, and other critical information as needed.

Project Insight requires a minimum annual subscription of 5 users, please reach out to your account manager or sales@projectinsight.com to confirm pricing.