Getting Started
Team Members
- Team Members
- Left Navigation
- Providing Team Member Updates
- Update your Tasks
- Set home page
- Your "My Work"
Project Managers
- Project Home
- How to Bulk Edit Multiple Tasks in Project Insight
- Project Percent Complete Calculation
- Project Insight Task List Vocabulary
- Levels of Resources - a Vocab Help Guide
- Saving a Resource Type on a Template or Project
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
Reporting
- How to Use the Portfolio Allocation Budget Report in Project Insight
- How to See a Cross Project Gantt Chart Report in Project Insight
- How to Use the Invoice Record Report
- How to Add a Report to the Quick Menu for Easy Access
- How to Create Dynamic “Work I’m Assigned To” Reports in Project Insight
- How to Use Filters and Save Layouts in Project Insight
Assign a Team
Agile & Scrum
Appointment Calendar
Approvals & Approval Templates
Capacity & Resource Allocation
- How to Check or Set Limits on Project Resources in Project Insight
- How to Use the PTO Tracking Add-On in Project Insight
- How to Reassign a User’s Tasks Across Multiple Projects in Project Insight
- What is the Difference Between Capacity Planning and Resource Allocation?
- How to Find Overallocated Resources Across Projects in Project Insight
- What Is Capacity Percent in Project Insight?
Critical Path Tools
Cross Project Dependencies
Custom Fields
Custom Items
Expenses & Expense Reports
- Adding Work Expense & Work Billable Expense Details
- Expense Tracking Overview
- Task Expense Tab
- Expense Receipts
- Expense Entry Worksheet
- Expense Codes
Favorites
Folders Organization
File Version Control
Intelligent Scheduling
- How Zero Work Hour Tasks Affect Percent Complete
- How Dates Calculate with Project Insight Intelligent Scheduling
- How to View the Critical Path in Project Insight
- How to Schedule Backward from a Target Date in Project Insight
- What Is Intelligent Scheduling in Project Insight?
- How to Set Task Duration, Work Hours, and Percent for Capacity Planning
Integration: Jira
Invoice Records
- How to Use the Invoice Record Report
- How to Use Time and Materials Billing in Project Insight
- What Are Invoice Records In Project Insight?
- Invoice Settings
- Invoice Record Line Items
- Invoice Records - Add-Edit Form
Issue Tracking
See all 13 articlesMeeting Minutes
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
Microsoft Excel
Outlook Integration
Integration: Microsoft Project
Personalized Dashboard
Program & Portfolio Management
Project Baselines
Project Budgeting
- Tracking Project Financials from Budget to Payment
- How to Track a Target Budget in Project Insight
- How Project Costing Works in Project Insight
- Tracking Project Financials Through the Project Lifecycle (HUB)
- How to Track CapEx and OpEx Budgets in Project Insight
- How to use Rate Cards while Entering Time
Project Priorities
Project Requests
Project Scorecard
Project Templates
Projects and Tasks
- How to Create a Task Report in Project Insight
- How to Limit the Date Range on the Cross-Project Gantt Chart
- How to Export a Task List from Project Insight
- How to configure advanced item numbering in Project Insight.
- Viewing Your Tasks Across All Projects on a Calendar
- Project Boards vs. Task Boards
Proposals
PTO Tracking
QuickBooks Integration
RAID Log
Resource Types
REST API Access
SCIM Integration
SharePoint Integration
Shortcuts
Time Tracking & Time Sheets
- Time Tracking Add-On Overview
- How to Find Unsubmitted Timesheets in Project Insight
- How to Set a Daily Time Entry Limit in Project Insight
- 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
To-Dos
What If Simulation
Work Schedules
Collaboration Tools
See all 10 articlesHow to Videos
- Approval Add-On
- Approval Template Add-On - Creating & Using a Predefined Approval Routing Template
- Approvals
- Build a Dashboard
- Collaboration in Project Insight
- Comment Options Add-On