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Project Insight search capabilities follow closely with other database search functions. If you are unfamiliar with these shortcuts, this cheat sheet can come in handy: Include words in your search Put spaces or "and" or "&" between words to search these terms together. For example, clie... (more)
by: Margaret Campbell in:    Reports   
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:    Reports   
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:    Reports   
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:    Reports   
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   
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:    Reports   
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:    Reports   
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   
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:    Reports   
Short video showing the comparison between Capacity, Work (scheduled) and Actual Hours entered by the assigned task resources.
by: Wes Kliewer in:    Reports   
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