PI Enterprise Product
Team Members
- Task List Filtering
- Save as PDF
- Copy and Paste Items
- Mobile App Add Work Items
- Team Members
- Navigation & Layout
Project Managers
- Project Home
- Import your Task List from Excel
- Task Bulk Editor
- Project Baselines
- Project Managers
- Add a Project
Administration
- Portfolio & Program Management
- Administration
- Adding Content
- Global Default Project Views
- Moving and Copying Items in PI
- Delete a Project
Reports
- Budget: Portfolio Allocation Report
- Deleting Saved Reports
- Rate Card Detail Report
- Shortcut Reports
- Task Assignment Report
- Reporting with API's Example - by Project and Resource
Time Entry
- Time Entry
- Enable Time Tracking for Tasks
- Time Entry Worksheet
- Entering Time for a Task
- Time Home
- Time Entry for Issues (Preview)
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
- Using a Calendar to Track Machine Availability
- Copying Project Request Custom Fields to a Project's Custom Fields
- Item Approvals
- Add an Approval
- Project Requests
- Project Scorecards
Project Financials
- Planned Value and Earned Value
- Who can Toggle Billable Entries?
- Professional Services Process - the Basics
- One Day Implementation for Professional Services Organizations
- Target Budget Information
- Time, Expense & Billing Information
Issues
- Issue Overview
- Issue Settings
- Issue Notifications
- Issue Types
- Issue Status Types
- Issue Priority Types