Getting Started as an Executive in PI


Any PI user can benefit from this video about how to create, change and set up dashboards. Designed for executives with oversight roles in PI. 


  • Add elements to your dashboard
  • Remove items from the dashboard
  • Move things around
  • Change the layout
  • Save and share your new dashboard
  • One-click access to all dashboards
  • Create a report from a predefined report
  • Add and remove columns from reports
  • Grouping in reports
  • Save and share reports
  • Schedule reports for distribution via email or online

Helpful Resources

Getting Started as an Administrator in PI

Getting Started as a Project Manager in PI

Getting Started as a Team Member in PI
Online 12/12/2016
Updated on: