How To Configure A Project Insight Workspace With Add-Ons (Enterprise Level)

Project Insight add-ons let System Admins expand a workspace with the features, settings, and configuration options their organization needs. Add-ons are additional components of Project Insight that can be turned on, configured, disabled, or uninstalled as your team grows.

This tutorial uses an Enterprise workspace for demonstration purposes, so some add-ons shown may not be available in every plan. Available add-ons vary by plan, workspace permissions, and configuration. System Admins can use add-ons to turn on the capabilities their team needs without cluttering the workspace with features they are not using.

A new Project Insight workspace can start simple, then expand into more advanced project, program, and portfolio management capabilities over time. Add-ons can support project templates, work status, project status, project types, companies, departments, resource types, project health, project phases, resource capacity, time tracking, and more.

To explore commonly used Project Insight capabilities, visit the Popular Features page.

To compare which features are available by plan, review the Feature Matrix .

Watch The Tutorial

What Are Add-Ons In Project Insight?

Add-ons are additional pieces of Project Insight that can be enabled when your organization needs them. They are available from the Add-Ons area and can be installed, configured, disabled, or uninstalled by users with the right administrative permissions.

Add-ons help keep a new workspace focused. Instead of showing every possible feature at once, Project Insight lets admins turn on the components that match the way the organization manages work.

Why Add-Ons Are Valuable

Add-ons allow Project Insight to grow with your organization. A team can begin with core project and task management, then add more structure as its processes mature.

This is useful because different teams need different levels of project management detail. Some teams may only need projects, tasks, and simple status tracking. Other organizations may need project templates, capacity planning, time tracking, departments, resource types, project health, phases, reporting, and financial visibility.

With add-ons, System Admins can configure Project Insight around the work their organization actually needs to track.

How To Open The Add-Ons Area

System Admins can access add-ons from the Project Insight home screen.

1. Log in to your Project Insight workspace.
2. Go to the Home screen.
3. Select the Add-Ons icon.
4. Review the Installed Add-Ons tab to see what is already enabled.
5. Select the Get More Add-Ons tab to explore additional add-ons.

If you see the Admin icon on the home screen, that indicates you have administrative access to manage workspace settings.

Installed Add-Ons Vs. Get More Add-Ons

The Add-Ons area includes two main tabs.

Installed Add-Ons
Shows the add-ons that are already enabled in your workspace.

Get More Add-Ons
Shows additional add-ons that can be reviewed, installed, and configured.

When you install an add-on, it appears in the installed add-ons list. Many add-ons also include configuration options and links to tutorials or getting started information.

How To Install And Configure An Add-On

Add-ons can be installed from the Get More Add-Ons tab.

1. Go to the Add-Ons area.
2. Select the Get More Add-Ons tab.
3. Scroll or search for the add-on you want to use.
4. Open the add-on card to review the description and helpful links.
5. Select Install.
6. Select Configure if configuration is available.
7. Update the settings for that add-on.
8. Save your changes.

Some add-ons can be configured right after installation. Others may be installed first, then configured later from the Installed Add-Ons tab.

Examples Of Add-Ons Demonstrated

The tutorial demonstrates several add-ons and configuration areas that help build out a Project Insight workspace.

Projects And Tasks

Projects and tasks are part of the core workspace setup. Admins can configure project and task settings, including optional views and task defaults.

For example, task default settings can be configured so overdue tasks appear in red in the Work List. This helps users quickly see which tasks need attention.

Project Templates

Project templates help teams create reusable project structures. Once enabled, templates can include summary tasks, child tasks, phases, durations, work hours, and dependency relationships.

Templates are helpful when your organization repeats similar project processes and wants a consistent starting point for future projects.

Work Status

Work Status controls the task-level dispositions users can select on tasks. These statuses can also support percent complete values and reporting.

Example work statuses include:

• Not Started
• Working On
• On Hold
• Done

Admins can rename statuses, assign colors, set display order, and define the percent complete value associated with each status.

Project Status

Project Status controls high-level project dispositions. These statuses help teams understand whether a project is still being planned, actively in flight, paused, or complete.

Example project statuses include:

• Planning
• Active
• On Hold
• Complete

Project Status can also support reporting, resource planning, and financial planning by identifying which projects are active and which are complete.

Project Types

Project Types help categorize the kinds of work being managed in Project Insight. Admins can create types that match the organization’s work.

Examples from the tutorial include:

• Professional Development
• Community Outreach

Project Types can be color coded and used in project-level reporting.

Companies

Companies help identify which organization a user, project, vendor, or client is connected to. Admins can add companies and define whether they are internal organizations, client companies, vendors, or other company types depending on enabled add-ons.

Companies can help teams understand who the work is for and how resources are connected to the organization.

Departments

Departments help classify users and projects by organizational group.

Examples from the tutorial include:

• Communications
• Finance
• Operations
• Programs

Departments make it easier to organize work, users, and reporting by internal team or function.

Resource Types

Resource Types help define the skills, roles, or categories of people who may be assigned to work.

Examples from the tutorial include:

• IT Resource
• Board Member
• Marketer
• Accountant
• Project Manager
• Director

Resource Types are useful for resource allocation, capacity planning, and reporting.

Resource Capacity And Allocation

Resource Capacity And Allocation helps teams understand who is available, who is assigned, and how resource demand connects to project work.

This add-on becomes especially helpful as the workspace grows and the organization needs to plan work across people, roles, departments, and active projects.

Project Health

Project Health allows teams to monitor important indicators such as schedule, budget, or other project health factors.

Health indicators can use visual red, yellow, and green signals to help users understand whether a project needs attention. Admins can configure which health areas matter most to their organization.

Project Phases

Project Phases help organize project work into major stages, such as initiation, planning, and execution.

Once phases are configured, they can be used in project templates and task structures to support a consistent project lifecycle.

How Add-Ons Apply To Users

Some add-ons create fields or categories that can be applied to users. For example, Companies, Departments, and Resource Types can help define where a user belongs in the organization and what type of work they may support.

Admins can update a user profile to identify the user’s company, department, and resource type. This information can then support reporting, filtering, resource planning, and project assignment decisions.

How Add-Ons Apply To Projects

Add-ons can also create structure at the project level. Project Status, Project Types, Project Health, Project Phases, Companies, Departments, and Resource Types can all help teams classify, track, and report on project work.

These settings make it easier to understand what kind of work is being done, who the work is for, which teams are involved, what phase the project is in, and whether the project needs attention.

How To Build A Template With Tasks And Phases

Once project phases and templates are enabled, admins can create reusable templates that reflect the organization’s project structure.

1. Enable and configure Project Phases.
2. Create phases such as Initiation, Planning, and Execution.
3. Enable Project Templates.
4. Create a new project template.
5. Add summary tasks that align with the phases.
6. Add child tasks under each summary task.
7. Enter task durations and work hours where needed.
8. Add dependency relationships between tasks.
9. Save the template for future project creation.

For example, an initiation phase may include a project request task and a project charter task. A dependency can be added so the project charter begins after the project request is complete.

How To Manage Installed Add-Ons

After an add-on is installed, System Admins can manage it from the Installed Add-Ons tab.

1. Go to the Add-Ons area.
2. Select the Installed Add-Ons tab.
3. Find the add-on you want to manage.
4. Select Configure to update settings.
5. Use the available options to disable or uninstall the add-on if needed.

Disabling an add-on can prevent users from accessing that functionality while keeping the add-on available in the workspace. Uninstalling removes the add-on from the installed list.

Best Practices

• Start with the add-ons your team needs now, then add more as your processes mature.
• Use work statuses and project statuses consistently so reporting stays clear.
• Use project types, companies, departments, and resource types to make reporting easier.
• Configure colors and display order so users can quickly understand status and priority.
• Use project phases and templates when your organization repeats similar project structures.
• Review the feature matrix if you are unsure which add-ons are available in your plan.

Need More Help?

If you do not see the Add-Ons area or cannot install or configure an add-on, you may not have the required permissions or plan access. Contact your Project Insight System Admin or visit projectinsight.com/support for help.