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The question often gets asked about allowing someone to run reports on projects without seeing financial data, this article will go into detail on this question. First items to look at is what System Roles on the user profile allows someone to see Financial Data, therefore someone who shouldn'... (more)
by: Alex Roman in:    Reporting   
You may notice the Project Insight export options allow you to export to Excel, PDF and CSV. When you export, any charts or graphs do not export. Browsers have matured over the years to allow you to print to PDF from the browser print menu. Follow along with these steps (using Chrome as th... (more)
by: Margaret Campbell in:    Reporting   
Additional data fields customized as user defined fields may be used in charts. Although there are many varying rules for different types of charts, the general rules for which data fields will be available for charts are as follows. Chart Columns: Textbox: Currency, Date, Decimal, Intege... (more)
by: Wes Kliewer in:    Reporting   
Reports for Projects and Tasks have a dynamic filter to allow the saving of the report such that the person running it sees only results relevant to them. This allows the report creator to save and maintain just one report tailored individually for many. Here are some report filter options as ex... (more)
by: Wes Kliewer in:    Reporting   
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   
Saved reports from within a project are not part of the reports navigation, but rather inside the Reports interface accessed from within the project. If you want the reports accessed from the global interface (Reports drop-down), then you'll want to build the report in the global reporting inter... (more)
by: Wes Kliewer in:    Reporting   
The export to Excel option has changed where the data is exported as text instead of HTML as it did any version of Project Insight prior to 12.3.5.0. The reason for the change was due to a Microsoft security update that would block any file originating from the internet that was being opened with a... (more)
by: Alex Roman in:    Reporting   
AudienceAny PI user can benefit from this video about how to create, change and set up dashboards. Designed for executives with oversight roles in PI. BenefitsAdd elements to your dashboardRemove items from the dashboardMove things aroundChange the layoutSave and share your new dashboardOne-clic... (more)
by: Cynthia West in:    Getting Started   
The Project Insight Dashboard is a central location where all the information that is important to you can be displayed and easily accessed and updated. There is no need to navigate around to different forms. The information is all available in one place. All the data on the dashboard is hyperli... (more)
by: Shanelle Harrell in:    Product Manual   
With the new and improved Unsubmitted Timesheet Report, I can see ALL the Timesheet periods within the report's date range. If the cell is blank, the resource still has not submitted their time sheet. Easy right?
by: Margaret Campbell in:    Reporting   
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