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Microsoft Outlook and Office Integration in Project Management Software

  • Synchronize project tasks with Microsoft Outlook Tasks and Calendar
  • Update project tasks from Microsoft Outlook and post to Project Insight
  • Upload emails related to projects from Microsoft Outlook
  • Open, edit and save Microsoft Office documents directly into Project Insight

Project Insight Microsoft Outlook Connector

Because so many organizations have standardized on Microsoft Office applications for their day-to-day business needs, Project Insight project management software offers an add-on for synchronization with Outlook.

Project Insight Outlook Connector enables your team to:

  • Save any project related emails that arrive in Outlook email directly to the right folder in Project Insight. No more copying and pasting important project emails into Project Insight.
  • Synchronize Project Insight tasks with Outlook's tasks and calendar. This means that you can also synchronize from Outlook to your PDA, so now your Project Insight tasks are portable!
  • Enter time using the 'hours' features in Outlook tasks to automatically record your time. You do not even have to log into Project Insight to have your time entries recorded, simply add the hours you worked on a task in Outlook, and click the synchronize button. Project Insight Outlook Connector automatically creates a time entry for your work that day!
  • Update your tasks on your PDA and when you sync back up, the percent complete is updated automatically in Project Insight.

Requirements: Microsoft Outlook Connector requires Microsoft Office 2003, 2007 or 2010+ to be running on the user's desktop, and XP, Vista or Windows 7 as the operating system.

Office Connector

Because so many organizations have standardized on Microsoft Office applications for their day-to-day business needs, Project Insight offers an add-on for saving the most popular Microsoft Office files directly to Project Insight. Project Insight Office Connector enables your team to:

  • Save Microsoft Office documents (Word, Excel and PowerPoint) from the application directly into Project Insight without using your web browser.
  • Speed up your teams' collaboration by minimizing the number of clicks it takes to add or update MS Office files to Project Insight.
  • Maintain version control, if selected, on documents downloaded from Project Insight.

Save Microsoft Office documents (Word, Excel and PowerPoint) from the application into Project Insight without using your web browser. A 'save' and 'save as' button appears in the Office documents when loaded. When 'save as' is chosen a folder display dialog box is presented within the Office application with the Project Insight folders the resource has access to. The resource may save the file directly into these folders.

Requirements: Microsoft Outlook Connector requires Microsoft Office 2003, 2007 or 2010+ to be running on the user's desktop, and XP, Vista or Windows 7 as the operating system.

More information on the Microsoft Outlook integration features in Project Insight.