CUSTOMIZE & INTEGRATE

WORK WHERE YOU'RE AT WITH PI®
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 include:

Customize the User Experience

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.

Dashboards
View what matters most to you. Save multiple homepages & dashboards for one-click access to the most important information. More on Personalized Dashboards.
Display Options
Customize how you view reports, project schedules, calendars, & more. Add & remove columns, group by & filter specific criteria & 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, & more.
Custom Items
Create custom forms in PI & determine which areas they should appear in. Common custom items include: Risk Registers, Vacation Request Forms, Vendor Scorecards, & surveys.
Multi-Step Forms
Multi-step forms take any process document that might be tracked in Word or Excel, & 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.
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.

SSO
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)environment
OAUTH
JavaScript
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
QuickLinks
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 PI to the next level with our Developer Toolkit which includes REST APIs, Web Services and SDKs. Looking to expand your own application into the SaaS market? You can even use PI as your multi-tenant platform.

Web APIs (REST)
Facilitate communication between two software applications using a standard language:

Project Insight® provides a simple-to-use REST API
Build your own tools to retrieve, update, and manage your data within your application
PI® provides an easy-to-use guide intended for developers (API methods and code samples)
SDK (Software Development Kit)
Customize your Project Insight to the fullest ASP.net 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 environment
Develop entirely new modules and functions
PI 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

Ready To Get Started?