Add Ons to Project Insight

Project Insight for Trello

• Project Insight for Trello: Getting Started

Project Insight for Jira

• Project Insight for Jira Overview
• Project Insight for Jira: Engagement Guide
• Project Insight for Jira Getting Started
• Administrator Guide
• Team Member Guide
• Getting Started Jira On Prem

Project Insight for Zendesk Support

• Project Insight for Zendesk Support: Overview
• Project Insight for Zendesk Support: Engagement Guide
• Project Insight for Zendesk Support: Getting Started

QuickBooks Web Connector

• Configuring and Using the PI Integration for QuickBooks Desktop
• Using the QuickBooks Web Connector with Project Insight
• Setting Up Other Items to Use the PI Integration for QuickBooks Desktop
• QuickBooks Desktop Integration Troubleshooting
• Exporting PI Invoice Records to IIF

Microsoft Project Connector

• Project Connector
• Is MS Project changing my Work Hours?
• Why does the MS Project import ask me to map duplicate users?
• What's wrong with MSP's partial day durations?

Microsoft Import/Export (.xml)

• MS Project Import
• Microsoft Project Import/Export

PI Integration for Visual Studio Team Services

• PI Integration for Azure DevOps Overview
• Getting Started
• Project Manager Guide
• Team Member Guide

PI Integration for Salesforce

• PI Integration for Salesforce Overview
• Salesforce Getting Started Guide
• PI Integration for Salesforce Tech Manual
• Getting Help for PI Integration for Salesforce

Outlook & Office Connectors

• Why don't I see the Project Insight Connector Settings under Add-Ins?
• Installing the latest version of the Project Insight Connectors
• Outlook Connector
• Add Email
• Office Connector

Additional Apps & Add Ons

• Resource Allocation & Resource Management
• Adding Line Items to your Proposal
• Materials Bulk Entry
• Client View Portal
• Proposal
• Proposal Procedures for Best Practice

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