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


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

Release Notes

10 of 67
Features NEW LOGIN PAGE - WOW!! For those security buffs out there: The change is entirely cosmetic. Project Insight still uses the same secure methods to log in. All SSO and native PI authentication processes are identical New and improved Comment Report filters Continued improvement... (more)
by: Margaret Campbell in:    Release Notes   
Features You can now Import Tasks from Excel into your Project Task List! Continued improvements to the QuickBooks integration Continued improvements to the PI Mobile App - Now releasing the latest version to iOS and Android! New Expense Entry Home page Improvements to the PI... (more)
by: Margaret Campbell in:    Release Notes   
Features Preview introduction of the "Client View" in the Get Add Ons section - PREVIEW: Not ready for prime time, but you can see it if you're curious Continued improvements to the PI Mobile App Continued improvements to the Time Home interface Fixes Approvals saved to Tasks ... (more)
by: Margaret Campbell in:    Release Notes   
Features Company import now supports the following fields: Country Email Address Invoice Representative Invoice Terms Company Custom Fields "PO/Job#" field added to the Group By options for two reports: Project Report & Task Assignment Report Project Report now includes a filtering o... (more)
by: Margaret Campbell in:    Release Notes   
Features Our PI Integration for Salesforce app has been approved! Now available in the Salesforce marketplace API: Expense Entries models and properties now available API: Project Allocation filter models and properties via the Web API API: Project model properties now allow filte... (more)
by: Margaret Campbell in:    Release Notes   
Features PI Integration for Azure Dev Ops: Once the original hierarchy comes over from Azure Dev Ops, the Project Insight project manager can choose to no longer sync the hierarchy - this is important if the PI Project Manager plans to reorganize the structure in Project Insight for their own PM... (more)
by: Margaret Campbell in:    Release Notes   
Features Be on the lookout for the new "Time Center" - Coming soon to a Project Insight workspace near you! Allow Comment edits across the entire PI workspace - no longer set item by item Updating an invoice now creates an event in Project Insight for API or notification purposes ... (more)
by: Margaret Campbell in:    Release Notes   
Features Added Copy URL feature to share Project Insight links easily (See Tools icon) API: Expense Entries now available through the Project Insight API PI#team: There are new Virtual PM statements available Users now have the ability to "Notify Self" for auto alert notifications... (more)
by: Margaret Campbell in:    Release Notes   
Features We're starting to hide fields you may not need in Project Insight to clean up our interface - if you find something missing, check out the Administration section make the field visible again Added Resource Capacity % (the percentage of the resource's workday they are available for ... (more)
by: Margaret Campbell in:    Release Notes   
Features New option to turn off the "Submit Time Sheet" button on Time Entry Grid Added "Time Billable by Default" and "Time Billable Flag Can Be Toggled" as available columns to the Task List View (only PMs/PMO Managers will be able to change this task field) When changing Project Opt... (more)
by: Margaret Campbell in:    Release Notes   
10 of 67