Question 1

Can I import my spreadsheet into Project Insight?

Accepted Answer

Yes. Project Insight provides Excel import templates for both projects and tasks. Copy your existing data into the template, upload it, and your projects are live. Task hierarchy, predecessor relationships, and resource assignments all come in connected automatically.

Question 2

Do I need to move everything at once?

Accepted Answer

No. Most teams start by importing project records only to get portfolio visibility immediately, then add tasks, users, and assignments in phases. Each phase is low risk and reversible.

Question 3

Can I import tasks, assignments, and dependencies?

Accepted Answer

Yes. The task import template includes Task ID and Parent ID columns to define your full work breakdown structure, and a Predecessor column to connect dependency relationships. Everything comes in already linked with no manual setup after import.

Question 4

Can I still export reports to Excel?

Accepted Answer

Yes. Every view in Project Insight is exportable to Excel. You can also schedule reports to be sent automatically as Excel files to stakeholders.

Question 5

Is Project Insight only for large PMOs?

Accepted Answer

No. Project Insight is designed to scale with you. Teams start simple with basic project tracking and grow into full portfolio management over time. The free plan is a low risk way to get started regardless of team size.

Question 6

Can I start for free?

Accepted Answer

Yes. Project Insight offers a free starter plan. You can import your first projects and get real time visibility the same day with no credit card required.

Question 7

Is there a tutorial I can watch before getting started?

Accepted Answer

Yes. Project Insight offers a 15-minute Power Tutorial where Matthew and Steve walk through how to transform a real spreadsheet into a living project plan. You can also follow the step by step import guide in the support documentation.

Question 8

Can I import from Microsoft Project?

Accepted Answer

Yes. In addition to Excel, Project Insight supports direct import from Microsoft Project files. Your task structure, dependencies, and assignments transfer over without reformatting.

Question 9

Do I need to reformat my existing spreadsheet?

Accepted Answer

You will need to align your columns to the Project Insight import template. The template is free to download and the mapping is straightforward. Most teams complete it in under an hour.

Question 10

What happens to my milestones when I import?

Accepted Answer

Milestones import directly and are automatically mapped onto your Gantt chart. No manual setup required after import.

Question 11

How many projects can I import at once?

Accepted Answer

There is no practical limit. Teams have used the bulk import process to bring in hundreds of projects at once and have full portfolio visibility immediately after upload.

Question 12

Will my team still get reports in Excel after we switch?

Accepted Answer

Yes. Every report and view in Project Insight can be exported to Excel on demand or scheduled to be delivered automatically to stakeholders as an Excel file.

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