Team members

Project team members get pulled in many directions. Today it's work on this task first and tomorrow that can all change. Sometimes it's hard to know what tasks to work on and what takes priority. Below are some common questions and how PI helps teams work better together.

Project Request Form

Simple Dashboard

Not sure what tasks to work on and when? Project Insight gives team members a clear view of the work they care about most in the home screen view.

  • See the most important tasks to work on
  • Update task progress, add comments and enter time in one place
  • Customize your dashboard with the elements that you need, whether tasks, issues, to-dos, projects and more
  • More on updating tasks
Project Scorecard


Tired of searching emails for important project communication? Project Insight allows team members to centralize all project discussions and files to stay updated on progress.

  • Add comments on tasks, issues, documents and more
  • Free yourself from endless emails
  • Review project documents and route for approval
  • More on collaboration
Create Project from Template

Document Management

Stop searching and put all your project files on the project or task it belongs to.

  • Upload the files to folders, projects and tasks
  • Collaborate on documents right in PI
  • Preserve entire file history and communication
  • Route files for approval
  • More on Document Management
Resource allocation report


Ever have issues come up on tasks you are assigned to? Project Insight empowers team members to escalate issues to the project manager or ask for help from others.

  • Convert Outlook emails to issues in PI
  • Creates tasks from issues
  • Add issues to projects, taks and folders
  • Route files for approval
  • More on Issues
Project Request Form

Time Entry

Find time tracking too time consuming? Project Insight keeps it simple so you can get in and out fast!

  • Enter time directly from the task view
  • Use the timer to start and stop time
  • Enter time for the day or week on a grid
  • More on Time Tracking
Project Request Form


Need a way to track non-project work? Project Insight lets team members add their own to-do list to track all their work.

  • Keep track of small-scale assignments
  • Assign To-Dos at the task or project level
  • Prevent details from slipping through the cracks
  • More on to-dos
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Turn project work into Project Insight

90% of the project teams we talk to use Excel, MS Project desktop, white boards and sticky notes to manage projects. Now, there’s a better way! Centralize your projects to gain insight into your portfolio and resources.