Configuring SharePoint Integration

Overview
Connect SharePoint with Project Insight to automatically create a dedicated folder for each new project, keeping project documents organized and accessible.

Prerequisites

• System Administrator access in Project Insight.

• Access to a SharePoint site.

• System Administrator on SharePoint

SharePoint Integration Scopes Needed, User Consent

• offline_access: Maintain access to data you have given it access to

• openid: Sign users in

• profile: View user's basic profile

• User.Read: Sign in and read user profile

• Sites.ReadAll: Read items in all site collections

• Files.ReadWrite: Have full access to user files

• Files.ReadWriteAll: Have full access to all files user can access

Instructions

1. Log into Project Insight.

2. Go to Add-ons and locate SharePoint Integration.

3. Click Configure.

   

4. Sign in with your Microsoft account and grant permissions.

5. Choose integration scope:

   • Select Projects Only to create folders just for projects.

6. Select a parent SharePoint site/folder for new project folders.

   • Example: “PMO Site → Projects folder.”

   • If undecided, you can choose later.

7. Save settings.

8. Verify by creating a test project in PI — confirm a folder is created in SharePoint.

   

   Notes

• PI does not push files into SharePoint — it simply creates the linked folder.

• Teams can upload charters, budgets, and project documents into SharePoint.

Troubleshooting

• If no folder appears, confirm that the parent SharePoint site has been selected.

• Check that the account used has site-level permissions to create folders.