- 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
- Collaboration in Project Insight
- Comment Options Add-On
- Company Rate Cards for Resources
- Copying Project Request fields to Project fields
- Create Task in Jira from Project Insight using the PI for Jira Integration
- Creating a Custom Field as a Combo Box on the Project Add/Edit Form
- Creating Parent and Child Custom Combo Boxes on Project Add/Edit Form
- Custom Field Add-On
- Custom Forms / Items Add-On
- Delete or Resubmit a Time Sheet for Auto-Approve
- Delete or Resubmit a Time Sheet using 1-Tier or 2-Tier Approval Methodologies
- Display Summary Task on Kanban Project Views
- Filter Projects on Project Home
- Getting Around - Navigating PI
- GETTING STARTED WITH PI: How to Use the Home Screen and Navigate PI
- Globally Reassign Tasks
- How Dates Calculate with Project Insight Intelligent Scheduling
- How Non-Working Days Effect a Task Schedule
- How to Add a Task to an Existing Project in the PI Mobile App
- How to Add Holidays and Non Workdays in Project Insight
- How to Add Tasks to a Project from Microsoft Excel
- How to Approve an Item from the Project Insight Mobile App
- How to Assign Weekend Schedules to a Project
- How to Bulk Assign or Swap Task Assignment on a Project
How to Videos
Short videos explaining or showing how to use features and settings in Project Insight