Project Insight Outlook 365 Add-In

Overview
The Outlook integration allows you to create tasks, create issues, or save emails directly into Project Insight without leaving Outlook.

For detailed documentation, including security scopes required read our Project-Insight-for-Microsoft-Outlook-Add-On guide.
 

Prerequisites

• Microsoft Outlook (desktop or web).

• Project Insight workspace prefix.

Instructions

1. Installation

   • In Outlook, go to Get Add-ins.

   • Search for Project Insight and click Install.

   • Open an email and click the Project Insight menu.

     

2. Log in:

   • Enter your workspace prefix (e.g., PMI-CCVC).

   • Sign in via PI or Microsoft SSO.

   • Admins must consent once for the org.

3. Choose an action:

   • Create Task: Select project, set due date, assign user.

   • Create Issue: Log the email content as an issue.

   • Save Email: Archive the email (with attachments) to a project without making a task/issue.

     

4. Verify that the item appears in the correct project inside Project Insight.

   

Notes

• Only the specific email is saved, not the full thread.

• Attachments included in the email are also saved into PI.

• Once consented, other users can install without needing permission.

Troubleshooting

• If the add-in does not appear, check Manage Add-ins in Outlook to confirm installation.

• If login fails, confirm the workspace prefix is correct.

• If attachments don’t appear, verify the file type is supported by PI.