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Project Insight Implementation:
What to Expect

Rolling out new PPM software is not just a technical implementation; it is a shift in how your organization plans, tracks, reports, and makes decisions about work.

Project Insight helps your team make that shift in a practical way, with expert onboarding support, thoughtful configuration, role-based training, and a phased path that fits how your business actually works.

Woman-Onboarding

What does a typical implementation look like?

A Project Insight implementation is a guided onboarding process built around your organization's current goals, workflows, reporting needs, and maturity level. Our team helps you configure the system for the way your business manages projects, train the people who will use it, and create a rollout path that helps teams adopt the platform without forcing a massive overnight change.

The goal is simple: help your team get value early, build confidence, and grow into more advanced project and portfolio management over time.

We take into consideration things like:

Goals
Goals
Current workflows
Current workflows
Reporting needs
Reporting needs
Integrations
Integrations
Phased rollout
Phased rollout
Maturity level
Maturity level
Teams using the tool
Teams using the tool
Adoption
Adoption

How long does
implementation take?

There is not one fixed timeline for every Project Insight implementation because every organization starts from a different place

Some teams need a simple rollout focused on project visibility, templates, and reporting. Others need integrations, custom configuration, resource planning, financial tracking, approvals, or a more phased rollout across multiple departments.

What matters most is choosing the right first step.

Project Insight helps your team focus on the setup that will create value first, then expand from there as your users gain confidence.

Your timeline depends on your unique needs.

Simple Start
0-3 Weeks

For teams starting with project visibility, templates, task updates, and basic reporting.

Configured Rollout
4-8 Weeks

For teams that need custom fields, dashboards, permissions, workflows, approvals, or role-based training.

Connected Rollout
8-16+ Weeks

For teams adding integrations, data migration, resource planning, financial tracking, or multiple departments.

Launch your projects

You do not have to launch everything at once.

Project Insight helps your team focus on the setup that creates value first, then expand as users gain confidence.

What happens during onboarding?

Project Insight onboarding is designed to help your team move from "we bought software" to "this is how we manage work now."

The process is guided, practical, and shaped around your business needs.

01

We learn how you work

We look at your current projects, teams, tools, reports, and processes so Project Insight is configured around your business—not a generic setup.

02

We meet regularly

Implementation sessions give your team a steady place to ask questions, review decisions, and keep the rollout moving.

03

We configure the system

We help set up the pieces that matter for your rollout, such as users, permissions, templates, custom fields, reports, dashboards, approvals, workflows, and integrations.

04

We train your admins

Your admins learn how to manage the workspace, users, roles, settings, add-ons, templates, reports, and everyday system needs.

05

We train project leaders

Project managers and project leaders learn how to build projects, use templates, assign work, update schedules, manage status, and use reports.

06

We help teams adopt it

Team members learn the parts they need most, like finding work, updating tasks, adding comments, entering time if enabled, attaching files, and responding to approvals.

Most users do not need to learn every feature of Project Insight. They need to know what matters for their role, and we help make that clear.

Support that continues
after setup

Your success doesn't end at launch. We're committed to your long-term success with ongoing support and optimization.

Process Guidance
Process Guidance
Product Support
Product Support
Office Hours
Weekly Office Hours
Knowledge Base
Knowledge Base
Tutorial Videos
Tutorial Videos
Power Tutorials
Power Tutorials

Prefer a more
self-serve rollout?

Not every team needs the same level of hands-on implementation support. Some organizations want Project Insight's guidance throughout the full rollout. Others have internal admins, PMO leaders, or technical resources who want to manage more of the setup themselves.

For teams that prefer a more self-service approach, Project Insight offers consulting support packages that can be used for focused help where it matters most.

Use support for things like:

Admin Setup

Admin Setup

Help with users, roles, permissions, and workspace configuration.

Configuration

Configuration

Guidance on templates, fields, workflows, add-ons, and setup decisions.

Reports And Dashboards

Reports And Dashboards

Help building the visibility your leaders and project teams need.

Training

Training

Focused sessions for admins, project leaders, or team members.

Integrations

Integrations

Support for connecting systems or planning the right integration approach.

Success Meetings

Success Meetings

Check-ins to answer questions, review progress, and keep adoption moving.

Woman in business attire with arms crossed smiling

Consulting Packages

Whether you want a guided implementation or a more self-serve rollout, Project Insight gives your team a way to get support without taking on more than you need.

Jumpstart

Jumpstart

20 Hours of Support

May be used for things like:

  • • Development training & success
  • • Quick configuration
  • • Building 1 dashboard or report
Kickoff

Kickoff

40 Hours of Support

May be used for things like:

  • • Development training & success
  • • Custom configuration
  • • Building 1 dashboard or up to 5 reports
Power Surge

Power Surge

60 Hours of Support

May be used for things like:

  • • Assist with Quickbooks synchronization
  • • Advanced configuration
  • • Building up to 3 dashboards & 10 reports

Ask your sales consultant about pricing packages.

Need to bring data in from other systems?

The right approach depends on your goals, your systems, and how much automation you need.

Integration Options

Fully Integrated Systems

Fully Integrated Systems

  • • Native or pre-built integrations where Project Insight connects directly to customer systems
  • • Data flows automatically
  • • Based on your workflow
  • • Aligned with business needs
  • • Fully automated (no manual process)
  • • One-way or bi-directional connection
File Upload

File Upload

  • • Customer exports data from their existing platform into a CSV
  • • Project Insight maps the fields for import
  • • Customer validates the data
  • • Upload is straight forward and repeatable
  • • Slight manual process to upload CSV
Manual Input

Manual Input

  • • Teams enter or copy/paste the data themselves
  • • Eliminates double-entry into Excel for transfer
  • • A step up from raw Excel because it centralizes, standardizes, and reports on the information
REST API

REST API

  • • Project Insight API is available for customers' development teams
  • • Build your own integrations or connect Project Insight to any system not already covered

Project Insight helps you decide whether your rollout needs automation, a repeatable upload process, manual entry, or a custom API connection.

Jess Faro-Steinberg

"Project Insight is incredibly receptive and flexible to our business needs. Whether we requested something large or small, the response was always, 'Let me see what we can do.' That level of support is rare."

-Jess Faro-Steinberg, PMO Analyst, Applied Visions