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Q: I imported hundreds of users before including add-ons with user license fees. Do I have to delete the users who won’t use the service so that I do not pay for each license fee.
A: Users you manage as an administrator in the “inactive” user state are not charged for a license. You may activate and de-activate licenses as needed for resources who do not always need to be actively using the service.
Q: I don’t see an add-on I’d like. Can I make my own add-on?
A: Yes. The API provides integration with other cloud application APIs. This includes programs you’ve written and specialized for your business. Professional Services are available if you prefer the PI and our partners build it to your requirements.
Q: Why does my Work List qty remain the same after I complete a task? I see qty not updating when I archive a project for Projects icon as well.
A: The qty count does not run the query to update the number every time the Home Screen is refreshed. It will update soon, but it is not always immediate.
Q: How do I get personal one-on-one setup assistance?
A: Open a support ticket with a quick explanation as to what you’d like to discuss, and we’ll follow up with you to discuss details. We’ll propose services to make it happen.
Q: How do I create a PM and non PM users within a project?
A: This is a frequent request that has been planned for the PI#team application in an update planned for the weekend of May 16, 2020. We will update this answer in the event of any delays and also once it is available.
Q: User System Roles do not save the removal of the roles Project Creator, PMO Manager, Project Report Viewer, and Project Resource. The check boxes appear to work, but they do not save as unchecked.
A: This is a bug planned for fixes the weekend of May 16, 2020.
Q: I need to hide budget numbers and hourly rates. How do I keep others from seeing this information?
A: Budget and rate information is available to project managers within their projects. Also there is a user role setting for Project Report Viewer which grants access to budget and rate data. Do not assign the user those roles or a PM role on a project and it will prevent this access.
Q: Where do I edit the drop down menus for project status and task status?
A: The upcoming Add-On for Project Status will add the options change selections.
Q: What is the difference between the Work List screen and the Tasks screen? Both have the same task list.
A: They are identical if your work assignments include only tasks. The task list is for focus on project tasks. The Work List will contain tasks, issues and other types of assignments you may use later.
Q: Why doesn't a task filter change the data in the project tasks to include only the totals for those tasks contained within the filter?
A: The filter for the task list is for hiding long lists of tasks you may not want to see at the moment. It is hiding the tasks, similar to hiding columns and rows in a spreadsheet. The values in the hidden data are still used in the results. There is no option in the task list to change the totals or the subtotals in the WBS.
Q: When I'm viewing a project's task list, I don't see the hours that are assigned to each task. How do I display the hours assigned to each task?
A: Work Hours is available using the Intelligent Scheduling Add-On. Once installed, you will see Work Hours as an available column in your task list.
Q: When I'm in a task and I click the number of hours assigned (it seems to default to 8) and change the hours and save it, the new hours don't save and the work time still uses the old number of hours, not the new number.
A: The Work Hours do not adjust without the Intelligent Scheduling referenced in the previous question. We will add a request for consistency not to show those Work Hours in any interface if they cannot be changed due to a required Add-On, which in this case is Intelligent Scheduling.
Q: How do I create a milestone and how do I add a task to a milestone?
A: A task is set as a milestone with a selection in the task edit option which requires the Intelligent Scheduling Add-On. Once the Add-On is added, a task edit displays the task detail icon in the left column.
Q: How do I install the Azure DevOps Add-On?
A: The PI#team application will have enable this Add-On availability in an update planned for the weekend of May 16, 2020. If you would like to enable it before the update for $200/month, please add your billing data and open a support ticket and we will provide the Add-On for you. We will update this answer in the event of any delays and also once it is available.
Q: Where can I find a knowledge base with helpful tips regarding Project Insight?
A: The PI Help Center is the place to go! We have a Product Manual, as well as Feature Request pages and Community Forums: https://support.projectinsight.net/hc/en-us. These articles within the Help Center are based off our enterprise platform but translate to all levels of PI users.
Q: Where do I find archived projects? Can I make them active again?
Q: Can I copy individual tasks from one project into another project?
A: Yes! Using right click copy/paste you can move them from one project to another
Q: Can I move tasks from one project to another?
A: The extent of moving tasks from project to project is copy/paste as described in the Answer above
Q: Can I edit groups of tasks at once i.e. change 5 tasks in a project to edit the owner all at once instead of having to go to each task?
A: Yes! The article below instructs on how to bulk edit tasks on a task list
Q: Is it possible to import tasks from a spreadsheet or csv?
A: Yes! The article below instructs on how to import a task list into a project from Excel
Q: How do I report projects based on companies so I can see projects and engagement dates for specific customers?
A: Use the Add-On for Companies. This will provide project reports with filters, column display options and all of the built-in project report options to view based on specific customers.