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Tips & Tricks

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How do I submit a feature request to Project Insight? To submit a feature request you can always email the feature so support, however the best method for submitting a feature request is to do in the Help Center where other customers can view your feature request and vote on which can help ... (more)
by: Alex Roman in:    Tips & Tricks   
How Do I Change the Email Address for the Notifications We Receive? A System Administrator in Project Insight can change the email address from our default 'notifications@projectinsight.net' to an email address with their own company domain. Navigate to your left navigation's Adminis... (more)
by: Alex Roman in:    Tips & Tricks   
Organize folders and permissions in Box to mirror those in Project Insight. A simple example is as follows (Project X is the name of the project contained in the Internal sub-folder of the Projects main folder): Project Insight: Projects > Internal > Project X > Documents Box: ... (more)
by: Wes Kliewer in:    Tips & Tricks   
Cannot Expand Left Navigation when clicking on the Headers? It has been discovered that using Chrome on a touchscreen device (laptop, tablet, etc) will not allow a user to expand or collapse the left navigation. One of the following methods will help alleviate the issue: Use your touchscreen ... (more)
by: Alex Roman in:    Tips & Tricks   
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   
An item container is the immediate parent of any item in Project Insight. Here are a few item container types: Projects Folders Files Custom Items The Item Container is represented by a GUID in Project Insight. Click on a folder (for example) to view its GUID in the URL. In your bro... (more)
by: Robert Aronovici in:    Tips & Tricks   
When it comes to project management, a PM’s resolutions are no different than any other person's resolutions. In the ever evolving world of project management, it’s important to stay on top of your game, ahead of your deadlines and in sync with your project teams. But of course, like Murphy’... (more)
by: Denise Arterberry in:    Connect, Collaborate, Perform - PM Best Practices    Comments (2)
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Project Insight has implemented a base style sheet class (CSS) to help customize the look and feel of your Project Insight environment. You can find this style sheet guide within your Project Insight instance (https://yourdomain.projectinsight.net/style-guide) as a reference. (Click screens... (more)
by: Robert Aronovici in:    Tips & Tricks   
Need a starting point? We can provide code snippets for commonly used and asked about classes, methods and objects using the C# Client assemblies. We'll post snippets below for all to share and use as a guide for future integrations. You'll find plenty of examples for each class object... (more)
by: Robert Aronovici in:    Tips & Tricks   
If you invoice your customers prior to doing the work, you are using what you may call Retainers or Upfront Deposits. Many times we get asked how to handle Retainer/Upfront Deposits in QuickBooks when you also create and import invoice records from Project Insight. Here are the step-by-step ins... (more)
by: Jeff Berkel in:    Tips & Tricks   
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