HELP & SUPPORT
PROVIDING YOU WITH THE RESOURCES NEEDED FOR PROJECT SUCCESS


GET UP-TO-THE-MINUTE SYSTEM STATUS UPDATES FROM PI TO TWITTER

Administration

10 of 12
As of the 18.8.1.1 Release, the Administration > Projects > Project Statuses page looks like this: There is a column for "Project Active" and a column for "Active." This may seem confusing, but don't let it confuse you. It will all make sense after reading these points below: ... (more)
by: Margaret Campbell in:    Administration   
Please see your account manager if you wish to request a SaaS Sandbox What does a SaaS Sandbox include and what is it for? Typically a Sandbox instance is for testing purposes and upon request only Administrative settings are copied over to a requested Sandbox. A sandbox instance ... (more)
by: Alex Roman in:    Administration   
If you ever needed to stop a user(s) from getting email auto-alerts only get Online Notifications, you do not need to edit your Global Auto-alerts or change any project template auto-alerts. There is an option to disable a user from getting Email Notifications on the user profile. Edit u... (more)
by: Alex Roman in:    Administration   
When building custom fields in Project Insight, I see there's an advanced tab where I can add my own CSS. Any tips? If you know CSS or know a good cheat-sheet to get you CSS properties, you can use the Advanced Tab for any custom field to modify the look of the field. In the video above, J... (more)
by: Margaret Campbell in:    Administration   
This video gives an example of how a System Administrator in Project Insight can change the default email notification templates such as the format and verbiage that users receive when receiving email auto-alerts and online notifications.
by: Alex Roman in:    Administration   
Auto-alerts are set with default email send parameters which may be useful during the early phase of implementation, but are often too voluminous as the team usage matures. One simple method to address is to have a PI administrator turn all of the notifications in the System Level Auto Alerts to... (more)
by: Wes Kliewer in:    Administration   
If you would like to test an auto-alert in the project management software, please keep in mind: Set the alert for someone other than the person making the change. Project Insight assumes the resource knows what action they just took. For example, if I mark a task 100% complete, the ale... (more)
in:    Administration   
Managing time off for resources is normally done one of two ways: Enter non-working time in the resources work calendar A project manager assigns 100% allocation to “time-off” tasks in a project How is time off currently managed in your organization? That will help us determine which of t... (more)
in:    Administration   
You can read about our backup security measures in our article. There we explain how often we backup and our expected recover plans in case of emergency. We find customers have questions about getting their data from these backups. Can they restore earlier versions of Project Insight or so... (more)
in:    Administration   
Bulk email to a list of users is performed using your preferred email client. It's easy to get the list of users into most client email applications with a simple copy and paste. Go to the User List as a User administrator Make sure the email address column is exposed in your list Export the ... (more)
by: Wes Kliewer in:    Administration   
10 of 12