How to Install Project Insight Add-On Features

Project Insight offers a marketplace of additional features that can be installed from the Add-Ons section of your workspace administration area. Available add-ons may vary by plan.

System Admins can explore, install, configure, disable, or uninstall add-ons based on the needs of the workspace.

Why Add-Ons Matter

Project Insight add-ons help your workspace grow with your team. Instead of turning on every feature at once, System Admins can choose the capabilities that match how their organization manages work today, then add more functionality as needs evolve.

Add-ons let teams expand Project Insight beyond basic project tracking into more advanced project, program, and portfolio management. Depending on your plan, add-ons can support project work, capacity planning, time tracking, financial reporting, workflow automation, approvals, collaboration, integrations, and more.

This gives each team a focused workspace while still allowing the organization to scale into more powerful capabilities over time.

To explore commonly used capabilities, visit the Project Insight features page:
https://projectinsight.com/features/

To compare which features are available by plan, review the feature matrix:
https://projectinsight.com/features/matrix

What Types Of Add-Ons Are Available?

Available add-ons vary by plan, but they may include capabilities such as:

• Time Tracking: Track time against tasks, projects, and work items.
• Expense Management: Capture and review project-related expenses.
• Budgeting And Costing: Compare planned and actual labor, expenses, revenue, and costs.
• Resource Management: Plan capacity, assign work, and understand team availability.
• Approvals: Route work items through review and approval workflows.
• Project Requests: Capture and evaluate new project ideas or requests.
• Risks And Issues: Track project risks, issues, ownership, and resolution activity.
• Reports And Dashboards: Expand visibility across projects, programs, portfolios, and teams.
• Integrations: Connect Project Insight with tools such as Jira, Microsoft 365, QuickBooks, Salesforce, and other business systems.
• AI-Powered Capabilities: Support planning, forecasting, capacity analysis, and automation where available.

In short, add-ons make Project Insight flexible. Teams can start simple, then turn on more advanced capabilities when they are ready.

How To Find The Add-On Marketplace In Project Insight

System Admins can access the add-on marketplace from the Project Insight home screen or main menu.

1. Log in to your Project Insight workspace.
2. Go to the Home screen.
3. Select Add-Ons.
4. Review the Installed Add-Ons tab to see features already enabled in your workspace.
5. Select Get More Add-Ons to explore additional add-ons available for your plan.
6. Expand an add-on using the caret to learn more, install it, configure it, or open related Getting Started documentation.

If you do not see Add-Ons, you may not have System Admin permissions. Contact your workspace administrator or visit projectinsight.com/support for help.

Installed vs Get More Add-Ons

The Add-Ons page is organized into two main tabs:

Installed Add-Ons
This tab shows the add-ons already installed in your workspace.

Get More Add-Ons
This tab shows additional add-ons that are available to install.

To view available add-ons, select the Get More Add-Ons tab.

How To Learn More About Or Install An Add-On

1. Go to the Add-Ons section of your workspace administration area.
2. Select the Get More Add-Ons tab.
3. Find the add-on you want to review.
4. Expand the add-on using the caret.
5. Review the available information and options.
6. Select Install to add the add-on to your workspace.
7. If prompted, continue to the Configure step to adjust settings for your workspace.

Some add-ons include a Getting Started page with related help documentation and videos. 

• Add-On Options

• Depending on the add-on, System Admins may see these options:

• Getting Started
  Opens help documentation or videos for that add-on.

• Configure
  Allows the admin to update settings specific to that add-on.

• Disable
  Keeps the add-on installed, but prevents users from accessing its features.

• Uninstall
  Removes the add-on from the installed add-ons list.

Best Practices

Only install the add-ons your team plans to use.

Review the Getting Started information before configuring a new add-on.

Use Disable when you want to temporarily prevent access without fully removing the add-on.

Use Uninstall when the add-on is no longer needed in the workspace.