PI Enterprise Product
Team Members
- Team Members
- Navigation & Layout
- Left Navigation
- Providing Team Member Updates
- Update your Tasks
- PI Mobile App
Project Managers
- Project Home
- Import your Task List from Excel
- Task Bulk Editor
- Project Insight Task List Vocabulary
- Custom Item Import
- Levels of Resources - a Vocab Help Guide
Administration
- Portfolio & Program Management
- Deleted Items in Project Insight
- State, Status, Phase, Summary Task, Milestone
- Deleting Related Items
- How to manage non-project time
- Project Insight Walkthrough FAQ
Reports
- Budget: Portfolio Allocation Report
- Get Project Insight Data into Tableau using REST
- Resource Report - Work Adjusted Calculation by % Complete
- Deleting Saved Reports
- Rate Card Detail Report
- Shortcut Reports
Time Entry
- How to Delete a Time Sheet
- Time Entry
- Enable Time Tracking for Tasks
- Time Entry Worksheet
- Entering Time for a Task
- Time Home
Expense Entry
- Adding Work Expense & Work Billable Expense Details
- Expense Tracking
- Task Expense Tab
- Expense Receipts
- Expense Entry Worksheet
- Expense Codes
Collaboration Tools
- Difference Between Shortcuts and Links
- Collaboration Tools
- Favorites
- Search
- Item Comments Tab
- @mention in Comments
Beyond Scheduling
- Approving Files
- Copying Project Request Custom Fields to a Project's Custom Fields
- Item Approvals
- Add an Approval
- Project Requests
- Project Scorecards
Project Financials
- Who can Toggle Billable Entries?
- Professional Services Process - the Basics
- Implementation for Professional Services Organizations
- Target Budget Information
- Time, Expense & Billing Information
- Using Burden Rates