Getting Started

Getting Started with PI

Learn how to use Project Insight in less than 30 minutes.
7 quick tutorial videos provide an easy getting started guide.

1
Using the Home Screen & Navigating Project Insight
The Home Screen is your launch pad for managing your daily work, tasks, projects, approvals and more. Most team members can make all of their task updates, comments and time entries from the home screen.
1:25
2
Use your Work List to Update Tasks and Add a Time Entry
Team members can quickly update their task status and add comments and time entries right from the home screen.
1:23
3
Update Tasks from the PI Mobile App.
The Project Insight mobile app gives you tremendous capabilities all from your smart phone. Update task status, create new tasks, capture receipts, add time entries, submit time sheets, approve time sheets or expense reports, and more!
1:47
4
Build your First Project (PM's/Admin Users)
Building a project is as easy as knowing what needs to be done, how long it should take, and who will do the work.
5:58
5
Invite Other Users to your PI Workspace
Invite team members, and manage your users.
:39
6
Installing Add-ons to your PI Workspace
PI let's you "grow as you go." Install new add-ons as you are ready for more features in your workspace. Need one-on-one help choosing new add-ons? Contact us here.
3:09
7
Get Started with Reporting in your PI Workspace
Learn how to easily run reports for real-time information about your tasks, projects, time entries, and more insights.
2:09