Project Insight product training webinars cover a myriad of rotating topics that aim to help you make the most of your project management software and investment. Customers can attend an unlimited number of weekly live product training webinars, or view recorded sessions anywhere, anytime. Contact a Project Insight specialist for more information on our product training webinars.
Already a customer? View the webinar calendar and register for sessions through our Project Insight Community.
This session is designed for team members who are new to Project Insight, including employees, partners, third party contractors or clients. Whether you are using Project Insight for the first time, or you simply want to review basic features and functionality, this session is sure to bring you up to speed.
Business objectives:
This Project Insight training session is for systems administrators, user managers and project managers. Attending this session provides your project team with the foundation for a successful implementation.
Designed for Project Insight administrators and designated support contacts with the input from project managers, this session is designed to help determine which system configuration settings are right for you.
This session provides Project Insight administrators, user managers and project managers with the foundation for implementing powerful permissions settings. Learn how to use Project Insight's robust permissions and security to provide the proper access levels and give team members, whether internal employees, vendors, partners or sub contractors, with views into only the pertinent items and projects that you want them to see.
This session is for Project Insight administrators, executive managers and project managers. Because many organizations have more projects than they can possibly complete, Project Insight allows you to develop a scorecard to measure and prioritize the projects in your portfolio.
This session is designed for project managers and project schedulers- however, other team members are welcome too. We cover the different ways to create projects in Project Insight and how to customize your own project views.
Project scheduling session II is designed for project managers that want to take their understanding of Project Insight's intelligent scheduling to the next level.
This session is a must attend for resource managers, project managers and project schedulers. Powerful resource allocation allows you to have visibility into your project teams' workload across multiple projects.
This session is designed for team members, project managers and financial folks. Learn the different ways to update tasks and easily enter time and expense in Project Insight.
This session is designed for project managers and financial project team members. Learn how to set up project budgets, compare the planned budget to actuals and use real-time budget information to map out anticipated costs in the future.
Designed for executive management, project managers and power users, this session covers powerful portfolio and project reports and dashboards in Project Insight. Learn how to create your own customized reports and dashboards.
Designed for systems administrators, user managers, project managers and financial team members, this session covers the creation and use of contracts for both client-facing project teams and internal project teams.
This training session is ideal for accounting and financial team members, as well as project managers. Invoicing allows you to aggregate time and expenses across multiple projects per customer.
This training session is for all team members, because problems can arise on any project and be identified by any team member. We cover issue tracking and assigning issues to team members so you can keep the project on track.
Collaboration on projects is important for all team members, so all team members should attend. Because projects are collaborative efforts, having a centralized place for collaboration and document sharing is mission critical. This session will cover how to post and share communication at the task or project level, and keep all project information in one easy to access location.
Designed for project managers, team members and sponsors, this session takes you through the approval process. Routing items in the software to secure team members' approval can be mission critical to project teams.
The user experience is of the upmost importance when it comes to project software. Invite all team members to this session to learn the one click shortcuts and other navigation tricks. Learn the practical tips and tricks that savvy project managers use to save time.
If your team uses Microsoft Outlook for email and Microsoft Office applications, these optional client side add-ons provide another easy way to update projects in Project Insight. In this session, team members will learn how to use Outlook Connector to upload emails to Project Insight, keeping all project communication centralized, and how to utilize Office Connector to simplify the editing of Office documents posted in the software.
This session is for systems administrators and project managers. Custom items are flexible and may be created for hundreds of purposes, including project request forms, change request forms, time off request and more. This session is dedicated to helping you take advantage of custom items to tailor the software to meet your team's business needs.
Find out why Project Insight, project management software, is the #1 choice of savvy project managers. Request a demo today!
