Get up-to-the-minute System Status updates from PI on Twitter
10 of 104
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   
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: Cynthia West 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:    Reporting   
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   
As a Project Insight Administrator, you have access to the Administration section of the left navigation in Project Insight. Below are other functions you can perform: A and other permission topics including: including: Set in the User Profile What other Administrative functi... (more)
by: Margaret Campbell in:    Product Manual   
Customer Relationship Management (CRM) Software and Project Insight Integration Many organizations want to share information between the sales and implementation teams. That’s why Project Insight has developed a CRM-Project Insight integration. Web Services APIs have already been created which co... (more)
by: Cynthia West in:    REST APIs, Web Services & SDK   
10 of 104