Getting Started with Project Insight

Learn how to use Project Insight in less than 30-minutes. These 7 short tutorial videos provide an easy getting started guide.
Getting Started
1

Using the Home Screen & Navigating PI

The Home Screen is your launch pad for managing your daily work, tasks, projects, approvals, and more. Most team members can make all of their task updates, comments, and time entries right from the home screen.
3:16
2

Use your Work List to Update Tasks and Add a Time Entry

Team members can quickly update their task statuses, add comments, and enter time entries right from the work list.
3:13
3

Update Tasks from the Project Insight Mobile App

The Project Insight mobile app gives you tremendous capabilities all from your smart phone. Update task status, create new tasks, capture receipts, add time entries, submit time sheets, approve time sheets or expense reports, and more!
3:38
4

Build your First Project (PM's/Admin Users)

Building a project is as easy as knowing what needs to be done, how long it should take, and who will do the work.
9:46
5

Invite Other Users to your Project Insight Workspace

Invite team members and manage your users.
2:45
6

Installing Add-ons to your Project Insight Workspace

PI let's you "grow as you go." Install new add-ons as you are ready for more features in your workspace. Need one-on-one help choosing new add-ons? Contact us here.
3:43
7

Get Started with Reporting in your Project Insight Workspace

Learn how to easily run reports for real-time information about your tasks, projects, time entries, and more insights.
7:28