Adding Content

Quick Tip: When adding content, PI users have different access permissions. While an administrator will see content added in any area, a team member may only see content added to a specific task that he or she has been assigned to.

From a Dashboard

From your dashboard you will be able to use the add icon or button to add content:

When adding content here, you may see a field you've never seen before:

PARENT ITEM!???!?!? AND IT'S REQUIRED!?!??!?!?!?

The Parent Item tells Project Insight where to put this new item - usually a Folder. When you open the dropdown, you'll see a list of folders to select.

Simply tell PI where you want this new item to save.

From a Folder

This is usually where Project Creators add Projects or additional sub-folders.

If you want to add content into a specific project, you would go into the project and add from there (see next example).

From a Project

Depending on your Permissions, of course:

From any project, select Views > Documents:

From the Project's Documents, you can Drag and Drop Files anywhere onto this page or add files/items:

From any other Item

To add content to any Task, Issue, Project Request, ANY item in Project Insight, visit that item's detail page (e.g. Task Detail):

Either drag and drop files from your desktop or click Add to add Related Items.