Project Insight Guide

Getting Started

• Navigation & Layout
• Navigating Project Insight
• How to Install Add-Ons in Project Insight (Free, Pro, Business Version)
• How To Configure A Project Insight Workspace With Add-Ons (Enterprise Level)

Team Members

• Team Members
• Left Navigation
• Providing Team Member Updates
• Update your Tasks
• Set home page
• Your "My Work"

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Project Managers

• Project Home
• Task Bulk Editor
• Project Percent Complete Calculation
• Project Insight Task List Vocabulary
• Levels of Resources - a Vocab Help Guide
• Critical Path

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Administration

• Changing User Profile Picture/Color in Project Insight
• How to toggle Workspace AI Features on or off
• Project Insight and AI
• Integration Options in Project Insight
• Overview of User Administration/Management in Project Insight
• Deleted Items in Project Insight

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Reporting

• How to Use the Portfolio Allocation Budget Report in Project Insight
• How to Use Project Priorities in Project Insight Reports
• How to Create Report Charts in Project Insight
• ​How to Run Custom Item Reports in Project Insight
• How to Export Reports in Project Insight
• How to Build a Dashboard in Project Insight

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Appointment Calendar

• Appointment Calendar Overview

Approvals & Approval Templates

• Approving Files
• Item Approvals
• Add an Approval

Capacity & Resource Allocation

• What Is Resource And Capacity Planning In Project Insight?
• How To Use The Resource Allocation Home Page
• How To Choose Weekly Or Monthly Capacity Planning In Project Insight
• How To Use AI-Powered Capacity And Resource Allocation In Project Insight
• How to Set User Capacity in Project Insight
• How to handle PTO and Resource Capacity in Project Insight

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Cross Project Dependencies

• Cross Project Dependencies Add-On

Custom Fields

• Custom Field Input Type: Task Affiliation
• Copying Project Request Custom Fields to a Project's Custom Fields

Custom Items

• How to Import Custom Items from Excel in Project Insight

Expenses & Expense Reports

• Adding Work Expense & Work Billable Expense Details
• Expense Tracking Overview
• Task Expense Tab
• Expense Receipts
• Expense Entry Worksheet
• Expense Codes

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Favorites

• Favorites

Folders Organization

• Add Folder
• Folder Advanced Display

File Version Control

• Using Version Control
• Version Control FAQ
• Do saving changes to a Project Insight document automatically save to PI?

Integration: Jira

• Guide to Jira Integration for Project Insight

Invoice Records

• What Are Invoice Records In Project Insight?
• Invoice Settings
• Invoice Record Line Items
• Invoice Records - Add-Edit Form
• Invoice Record - Details

Issue Tracking

• Bulk Issue Editor
• Issue Home
• Issue Overview
• Issues Configuration
• Issue Notifications
• Issue Types

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Meeting Minutes

• Meeting Minutes & AI-Powered Meeting Notes

Mobile App

• Mobile App Overview
• How to Sign in to Your Workspace in the Project Insight Mobile App
• Mobile App Project Status
• Mobile App Add Work Items
• Mobile App Task Updating
• Mobile App Time Entry

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Microsoft Excel

• Import your Task List from Excel
• Importing Projects Using Microsoft Excel
• Importing Projects and Tasks from Spreadsheets into Project Insight

Outlook Integration

• Project Insight for Microsoft Outlook Add-On

Integration: Microsoft Project

• Migrating from Microsoft Project Online
• Moving Projects from MS Project Online to Project Insight

Personalized Dashboard

• Getting Started with Dashboards
• Dashboard or Homescreen
• Dashboard - Charts, Graphs and Reports
• Accessing Dashboards
• Dashboard Display
• Dashboard Default Options

Program & Portfolio Management

• Portfolios and Programs

Project Budgeting

• How to Track a Target Budget in Project Insight
• How Project Costing Works in Project Insight
• Tracking Project Financials Through the Project Lifecycle
• Tracking CapEx and OpEx in Project Insight
• How to use Rate Cards while Entering Time
• Who can Toggle Billable Entries?

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Project Priorities

• How to Use Project Priorities in Project Insight Reports

Project Requests

• Project Requests

Project Scorecard

• Project Scorecards
• Building Scorecard's Criteria
• What's a good example of a Scorecard?

Project Templates

• Project Template Home

Projects and Tasks

• How to configure advanced item numbering in Project Insight.
• Viewing Your Tasks Across All Projects on a Calendar
• Project Boards vs. Task Boards
• Gantt Views: Visualizing Timelines Across Projects
• Task Lists: Building and Editing Work Plans
• Creating a New Project

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Proposals

• Create an Implementation Proposal After a Deal Is Signed
• How to Configure Proposals in Project Insight
• Proposal and Order Export to Word Document
• How to Work With Proposals and Proposal Templates in Project Insight
• How to Get Started with the Proposal Add-On in Project Insight

RAID Log

• RAID Levels Overview: Risks, Actions, Issues & Decisions

Resource Types

• Using Resource Types

REST API Access

• Get Project Insight Data into Tableau using REST
• Reporting with API's Example - by Project and Resource

SCIM Integration

• How User Deletions Work With SCIM Provisioning in Microsoft Entra ID
• How to Use SCIM User Provisioning in Azure Entra ID with Project Insight

SharePoint Integration

• Configuring SharePoint Integration

Shortcuts

• Difference Between Shortcuts and Links
• Add Shortcut

Time Tracking & Time Sheets

• Time Tracking Add-On Overview
• How to view, add, edit, or delete actual or billable hours from the Task List
• Overtime for Time Entry
• How to Delete a Time Sheet
• Time Entry
• Enable Time Tracking for Tasks

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To-Dos

• To-Dos
• Add a To-Do
• To-Dos Managing Tile

What If Simulation

• How to Get Started with the What-if Simulations Feature

Work Schedules

• Work Schedules: Holiday and PTO

Collaboration Tools

• Documents Repository
• Collaboration Tools
• Search
• Comments
• @mention in Comments
• Share URL

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How to Videos

• Add Comments to Tasks on the Task List
• Approval Add-On
• Approval Template Add-On - Creating & Using a Predefined Approval Routing Template
• Approvals
• Assign Work Schedules to Users
• Build a Dashboard

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