Project Insight Tutorial Videos

Learn how to use our most popular add-ons and features in just a few minutes. Our robust library of self-help videos can get you on your way. Need more support?
Project Insight Tutorial Videos

AI-Assisted What-If Simulations

Appointment Calendar

Approvals

Assign a Team

Capacity & Resource Allocation

CapEx & OpEx

Client View

Comments

Companies

Critical Path Tools

Cross-Project Dependencies

Custom Fields

Custom Items

Date, Number & Currency Formatting

Departments

Expenses & Expense Reports

Favorites

Groups

Invoice Records

Issue Tracking

Jira Integration

Language & Custom Form Labels

Locations for Companies, Projects, & Tasks

Meeting Minutes

My Task Status Board (Swim Lanes)

Notification Configurations

Office 365 Integration

Outlook Integration

Personalized Dashboard

Placeholder Resources

Program & Portfolio Management

Project Baselines

Project Budgeting & Costing

Project Health

Project Insight Administration

Project Insight Mobile App

Project Phases

Project Priority

Project Requests

Project Roles

Project Scorecard

Project Sponsors

Project Status

Project Templates

Intelligent Scheduling

Proposals

PTO Tracking

QuickBooks Online for PI

RAID Items

Reports

Resource Types

REST API

Scheduling

Task Checklist

Task Types

Time Tracking & Timesheets

User Management

Work Schedule

Work Status