Customize & Integrate

Project Insight was designed to be customized. You don't need to be a developer to customize PI, but if you are, the opportunities are endless. Have a look at some of the options to find the level of customization that fits your organization's needs.

Easy! No Experience Required

Not everyone works the same way. Project Insight is easily customizable not only at the organizational level, but per user as well.
The best part? No IT team needed.

Customize the user experience


View what matters most to you. Save multiple homepages and dashboards for one-click access to the most important information. More on Personalized Dashboards

Display Options

Customize how you view reports, project schedules, calendars, and more. Add and remove columns, group by and filter specific criteria and rearrange items on your dashboard.

Custom Fields

Adding custom fields allows you to capture all the data your business requires. Available data fields include date pickers, select lists, text boxes, pull down menus, radio buttons, and more.

Expand PI's functionality

Custom Items

Create custom forms in the software and determine which areas they should appear in. Common custom items include: Risk Registers, Vacation Request Forms, Vendor Scorecards, and surveys.

Multi-step forms

Make multi-step forms to take any process document that might be tracked in Word or Excel, and transform it into a dynamic form within Project Insight. More on Multi-Step Forms

Custom Labels

Easily relabel every field in the system with terms that are familiar to your organization. Global teams can even change the language for each user based on preference.

Connectors & Integrations

Project Insight offers out-of-the-box integrations to help you streamline your process and reduce double data entry, without the hassle of hard-coding. Current PI Connectors are:

A Touch of Expertise

Project Insight can be tailored to fit your exact business process needs. The options require some IT expertise and our professional services team can assist with any customization you'd like to apply.


Streamline your login process.
PI supports multiple mainstream methods of Single Sign-On including

  • Active Directory Federation Services (ADFS 2.0)
  • Security Assertion Markup Language (SAML 2.0)


Add functionality and custom styling - Anything you can do with JavaScript you can apply to items in Project Insight.

  • Create new data inputs
  • Add even more functionality to your custom defined forms
  • No C#, VB.NET, Visual Studio, SDK, or API knowledge required


Use QuickLinks™ to connect your Project Insight to other external applications for a seamless integration with an organization's CRM, help desk, and other applications

  • Sharepoint
  • GoogleDrive
  • ZenDesk

Developers, this one's for you

Take Project Insight to the next level by utilizing our Developer Toolkit which includes REST APIs, Web Services and SDKs. If you're looking to expand your own application into the SaaS market you can even use PI as your multi-tenant platform.

Web Services APIs

Integrate your Project Insight.
Web Services APIs facilitate communication between two software applications using a standard language.

  • Download time entries, project lists, invoice records and more from PI to outside applications
  • Create projects, tasks, issues and more from outside applications
  • More on Web Services APIs

SDK (Software Development Kit)

Customize your Project Insight to the fullest developers can use the tools they know and love - Visual Studio and C# - to completely modify PI.

  • Extend the application to accommodate complex processes
  • Create custom hybrid reports
  • Develop entirely new modules and functions

Project Insight as a Platform

Build your own enterprise.
Software developers with their own SaaS products can expand their feature set with Project Insight.

  • Break into the SaaS market using PI as your multi-tenant platform
  • Build your software on top of Project Insight for a project management and collaboration base

Turn project work into Project Insight

90% of the project teams we talk to use Excel, MS Project desktop, white boards and sticky notes to manage projects. Now, there’s a better way! Centralize your projects to gain insight into your portfolio and resources.