Project Priority Add-On Overview

Overview of how to set-up and configure the Project Priority Add-On.

Transcript:

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This video will walk you through how to set up and use the Project Priority add-on in Project Insight. To access the add-on, go to your Add-ons homepage from the "Inside" dropdown and select the "Configure" option. This will take you to the admin page, which should look fairly similar to other admin pages, such as Project Status or Work Status.

There are a similar number of columns here listed, where you can include the name for your priority, as well as the rank, which will inform Project Insight whether the priority is highest ranked, with the top priority being assigned a value of 10, 20, or 30. In this instance, I have chosen a rank value. Next, we have the Display Order, which is also common in other admin pages for dropdowns like this. The Display Order will dictate the order in which the dropdowns will appear in the actual field when filling it out. For example, if I go to a project add/edit form, the Display Order will determine the sequence in which this dropdown appears.

Next is a more unique feature for the Project Priority, which includes a color column where you can assign a color to each priority. If you are adding a new priority or editing an existing one, you can choose the color from this dropdown menu using a hex number. Similar to other dropdowns in Project Insight, you can always delete a priority. However, if you are currently using this selected priority on a saved project, it will not allow you to delete the priority until you remove it from that project. Since I don’t have this selected on any projects, I can delete it.

Up next is the Default column. If I have any of these selected, the checkbox will essentially mean that each project created will default to this priority value. Lastly, we have the Active column, which determines whether this priority dropdown value is actually visible in the dropdown here. The benefit of this is that you can phase out any of these priorities without deleting them, allowing you to keep them in the Priority Administration without letting users see them in the dropdown on a project.

One last helpful tip for the Code column is that it is primarily used for integrating with other software or applications to map the code from one priority field to another. Now that you have configured your project priorities, you can select those priorities on your projects, which will drive the project home priority sorts or any sorts on project reports that you are running.

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