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Project Insight Administration

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Project Insight Hosted Security Project Insight’s hosted, cloud security is top notch. We provide transparency about our strong security levels and procedures for your review here. Uptime Rate Project Insight has a guaranteed system availability of 99% of total hours per month, excluding planned... (more)
by: Margaret Campbell in:    Project Insight Administration   
What is the Parent Combobox feature? The Parent Combobox allow a user to define a parent child relationship between two separate Combobox Custom Fields. This will result when a value is selected from the Parent Combobox that the Child Combobox will populate with List Values that have been d... (more)
by: Alex Roman in:    Project Insight Administration   
The following video shows an example of best practice when setting up or even when cleaning current permissions in your system.
by: Alex Roman in:    Project Insight Administration   
This video helps new customers understand how Project Status defines whether a Project is in the State of being Inactive or Active. Also, this is beneficial for existing Customers that see the Project as not being Inactive or Active but instead see the option as a radio button selection of being... (more)
by: Alex Roman in:    Project Insight Administration   
The following is the domain and IP address/server name of our server that handles our support and are notifications emails so that your emails from us do not get Junked/Spammed or blocked. Whitelist (Safe Senders) the email addresses, support@projectinsight.net and notifications@projectinsig... (more)
by: Alex Roman in:    Project Insight Administration   
The video above goes over how to copy and move items in PI. Check out:
by: Alex Roman in:    Project Insight Administration   
Whether you are getting some assistance from us for your implementation, or 'doing it yourself,' there are some 'homework' items to think about for your Project Insight set up. You will need to define the terms that appear in your pull down menus and select lists throughout Project Insight. ... (more)
by: Cynthia West in:    Project Insight Administration   
Project Insight can help you manage your governance documents or any forms templates you might be using in Microsoft Word. Common examples are project charters, business cases, and questionnaires. Now you can create online forms to centralize that information, collaborate on the ... (more)
by: Cynthia West in:    Reports   
Why can't my user see anything in the left navigation, even though they are assigned to Projects and Tasks? The answer is that, the permissions and resource assignments to project and tasks are independent. For example if I have a contractor or customer using the system and updating tasks they are... (more)
by: Alex Roman in:    Project Insight Administration   
AudienceAnyone who is a PI administrator and using the software for the first time. BenefitsLearn the basics about setting up the software. Learn how to set up project typesInline editing of resource typesPoint out short videos on each sectionWatch Getting Started videos for complete set up H... (more)
by: Cynthia West in:    Getting Started   
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