We’ve updated the interface with new modernized colors and styles.
Some elements have been changed or moved. These include:
The back button is on the far left under the logo which means less scrolling.
Left navigation expand/collapse
You can open and close the left navigation by clicking the X in the upper left hand corner. Once removed, you can access it again by clicking on three-bar menu icon.
Sections within the left navigation
To open and close the sections such as My Work, Folders, and Administration, in the left navigation, just click anywhere in that space. You can click on the words, or the space around the words to expand or collapse.
The top menu is now separated into two parts with My Insight on the left and Help on the right.
The sub-menus at the project level are now only one menu, instead of two, again simplifying the view.
Also, the Views menu has the project level reports in the menu, removing that icon from the right.
The icon of the item you are on displays
If you are on a project, for example, you will see the project icon before the name of the project. Clicking on the icon will show the edit options for that item.
The parent item displays above the item name
Below the breadcrumbs on the top navigation, the parent item of the item you are viewing will appear above its name. This way, you will always know where you are in the software.
Customizable Home Screen
Some team members want to work in a super simple interface, others prefer the more complex. Now the home screen allows a team member to choose which item types appear, allowing for added flexibility and customization of Project Insight.
HTML5 Gantt Chart
Now Project Insight is 100% HTML5 based, including the Gantt chart. What this means is that you can view and manipulate the Gantt chart from any tablet or iPad. Moving away from the underlying Silverlight technology allows Project Insight customers full capability on their Apple devices.
The look of the Gantt chart has been updated in the process.
Themes and Branding
Administrators of Project Insight can now change the look and feel of the software in several ways:
-Change the color scheme with one of the default themes
-Modify the My Insight Text
-Change the My Insight icon
-Change the Favorites icon
-Add a custom style sheet
Auto-Sync with Outlook Connector
When using Outlook Connector to synchronize tasks and appointments from Project Insight, you can optionally use the new auto-sync feature. Auto-sync allows you to bypass the old ‘sync to PI’ button and decide to update Project Insight every 1, 4, 8, 12, or 24 hours. Use the auto-sync field in the Settings and Preferences area to set it up.
Because the project scope is sometimes modified mid-stream, the project team can track any requested changes and route the Change Order (CO) form for approval. Change request forms can be:
- Associated with a project
- Accessed from the project views list
- Routed for approval using the existing PI approval feature
- Added to a single task or a set of tasks from a project template using the existing ‘Add Tasks from a Template’ feature
- Have a preview page that will show the task(s) that will be added for confirmation prior to adding them to the project
- Restrict adding task(s) unless the item is approved
The Change Order form adds an element of formality to your project process and assures your project is profitable at the close.
As new features have been added to the administration section over time, the categories were in need of re-organizing. Now, the most used functions appear at the top and are grouped more logically, making it easy to find relevant functions.
Users’ System Roles Administration
Similar to the Administration reorganization, we added new options within the Users’ System Roles.
The User Manager used to manage and add new companies, groups and users. Now we have separated the User Manager into two choices: a Company Manager who manages and adds new companies and a User Manager who manages Groups and Users.
We have also added the ability to mark users as placeholder resources. This will exlcude these users from capacity calculations. For example, if you want to know the capacity of a specific department, it will only count the real people, it will not count the placeholder resource. This will eliminate the unneccessary addition of 40 placeholder hours for that department.
Resource Capacity and Utilization
As many project teams have resources that do not work 100% on projects, varying levels of allocation and capacity can be set.
Percent allocation is the default percentage of a person’s work day that should be booked for project or task work.
Capacity percent is the value of a person’s work day or week that s/he should be scheduled for. For example, if Joe works an 8 hour day, and he should only be booked 75% of his day, then he should only be booked for 6 hours per day.
Utilization percent is the percentage of a person’s day that s/he will be booked for as a goal. In the example below, Joe should be booked for no fewer than 4 hours of project work per day.
Maximum capacity percent is the most a person should be booked for in a time period.
These settings can be used to assure proper allocation of work, individualized for each resource.
Resource Allocation Warnings
The resource allocation warnings allow project schedulers, project managers and resource managers to be notified when they are about to over book resources. A warning will appear when a project scheduler or project manager tries to schedule a resource that does not have the availability to perform the task.
Administrators can decide if a project manager or scheduler may override the over allocation or not.
There is also an option to receive an ‘Over Allocation’ email alert with a list of overbooked resources, on what projects and tasks, and how many hours they are over allocated. The alert can also be placed in the social notification stream.
You can choose which comments to view next to any comment section. Choices include filtering by comments people have posted, comments that the system has logged, or both.
View a history of activities that occurred on any item. Changes display on the History tab.
Field for Project Template
A new field to display which template the project was created from is now available in the project and portfolio reports, as well as on the project add/edit form.
New Files View for Projects
You can now view all of the files associated with a specific project in one click. Hover over the Views option on your project and click Files.
Added Fields to To-Dos
In addition to the already present fields, name, parent item, assigned to, project and task affiliation, start and end dates, percent complete, complete and description, new fields have been added: duration and work hours. These new fields are a precursor to the ability to account for all work, including non-project and task work on the resource allocation views.
In addition to the default fields on issues, you can now schedule issues using duration and work. Duration is the number of days it should take to complete the issue and work is the amount of effort in hours that the item should take. This is the first step in being able to add these item types to the resource allocation reports for a full view of workloads, project and non-project work!
Auto-Populate Issues by Issue Type
Now you can select an issue type and Project Insight will automatically populate the form for you. If you are managing issues by service level agreements (SLAs), this provides a structured format for issues of a similar type.
Restrict Editing to Issue Managers
If you need to control the editing of scheduled dates for issues or issue types to conform to service level agreements, then you can enable this feature.
Using QuickBooks (QB) Web Connector, now QuickBooks and Project Insight (PI) are tightly integrated.
- Use QB Web Connector to transfer invoices from PI to QuickBooks
- Sets up missing jobs, customers in QB and returns invoice numbers from QB
- If you invoice from QB, you can pull invoices into PI
- Send approved expense reports from PI to QB
- Transfer other non-labor expenses from QB to PI
- Download approved time entries from PI to QB time entry module (useful for QB payroll)]
The QuickBooks Web Connector works with these editions of QB: QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise Solutions.
*This feature requires an additional set up fee.
Added method to import users into PI using the unique user ID (GUID)
This is in addition to the method of looking for the identifying Username. This is helpful if the existing username has changed.
Create a Baseline from Web Services
We’ve added functionality to the Web Services API related to projects. Now, you can use the Web Services to set a baseline on your project. If you are creating a project from another system, it would create a baseline at the same time as the project.