New PI User Orientation

Welcome to Project Insight!

Your organizations has chosen the absolute best tool for enterprise project management among many Project Management tools out there.

Introduction to Project Insight

If you have never seen Project Insight before, start with this article for Team Members: Team Members

• Do Work
• Collaborate with your team
• Review your assignments
• Enter Time

When you log in for the first time, intro videos may launch automatically. Find these videos again in the top right corner Help Menu:

Building Projects

Everyone can make Team Member updates for their assigned items. You may also be a Project Manager who can

• Add a Project
• Build a Schedule
• Assign Resources
• Manage Work

You will use the Project Home as your centralized hub for all your project information. 

Also, check out the bottom of almost any page in Project Insight for help videos from within the application:

If you are curious about building projects (for example), check out our Build Your First Project video!

Administration Crash Course

If you've been given the role of Administrator, your role should be minor if the team has already implemented Project Insight.

Continued Administration should only require a few minutes of your time to make any changes mentioned in the Administration article.

Continued Help

When you use Project Insight, you have many resources available to you:

• The Help Center is available 24/7 for searching and asking the community questions
• Help Channels: How to reach us at PI
• Contact your system administrator