Initial Implementation and Free Training Resources

Whether you have opted for a Rapid Ramp Up, a custom implementation or to 'go it alone,' you should be aware that we have tons of free resources available to you. Be sure to leverage these assets to assure the success of your roll-out! Click on the headings to go to the resources mentioned.


Getting Started Videos

Start by viewing the Getting Started Videos. These will step you through the global settings in the administration area. Start top left and move to the right, row by row. These short videos will guide you through best order of events.

Product Videos

If you want to take a deeper dive into a topic or topics, go to the product videos, again starting at the top left and moving to the right, row by row. 

PI Community

This is your home for all free resources! Here you will find links to the online help center, customer only forums, training videos, blogs, FAQs, release notes and more!

Help Center

If you are a customer and are logged into PI, when you click on the help center link here, you will be taken directly to the online help area. Type in your question and the system will suggest some FAQs for you to review and also accept your tickets.

Customer Only Forums

Here you will find two forums, one for general questions and answers and another for Web Services APIs and toolkits. Add your questions to the right forum and you're off and running!

Training Videos

We offer over 150 hours of recorded training sessions, from product training, project management, agile and IT training to name a few. Check it out!

Live Webinars

We also have webinars with real trainers presenting topics and answering questions. Click on the link above for the latest schedule.

Knowledge Base

You can type in a couple of keywords in the Community and many resources will be returned on the topic.

Online Help

You may access the online help directly from any page in Project Insight. We offer help with this page too!

Office Hours

Another PI customer exclusive is our Office Hours sessions. An open Q&A forum for customers to ask a trainer questions and collaborate with each other on best practices.

Helpful Resources


Slice of PI blog

Best Practices of Software Implementation Blog
Online 10/31/2016
Cynthia West
Updated on: