The basic package is product training only. If you need business process consulting, consider the Rapid Ramp Up package. We recommend that the project team watch a minimum of four hours of the free recorded videos, then attend three days of personalized team training. The outline below may be modified as each customer is unique.

If your implementation follows these criteria, then it may be right for you:

• The Project Insight implementation timeline is definitive.
• Your team spans more than one department, or is over 20 users.
• You plan to use detailed resource allocation, budgeting and/or actual time tracking.
• You need access rights or permissions that must be managed across multiple entities.
• You plan to add team members following the initial implementation who will receive minimal training. For easy adoption, the software should be completely set up and ready to use.

24 personalized hours

Day One
 
• 3 hours application administrators only (permissions and communications)
• 3 hours application administrators with project managers (budgeting considerations)
• 2 hours project managers only

Day Two

• 3 hours application administrators and project managers to revisit configuration and set up time tracking data.
• 3 hours project managers
• 1.5 hours team members

Day Three

• Review all decisions and questions since initial training
• 3 hours application administrators
• 4 hours project managers
• 1 hour team members


Agenda

Preparation
Decide which 2-3 people will be your Project Insight administrators. Then, ask those individuals to watch the following recorded videos before attending the first training session: 

Systems Administration

Configuration Options

Permissions

Homework
Make a list of the terminology that will go in each global settings function. For example, for project types, make a list of the types of projects you would like to report on. If you are not certain, you may need to conduct a meeting to determine what should go into the global settings.

Session One

Systems Administration
3 hours of training
Attendees: Application administrators

Configuration Options
3 hours of training
Attendees: Application administrators

Permissions
2 hours of training
Attendees: Application administrators

Homework
Enter in all of your global settings, configure the software and set up permissions in the administration section of Project Insight.

Preparation
Decide who the project managers or schedulers will be to attend the session. Ask them to watch these two recorded videos before the training session:

Build Your First Project

Leveraging Task Dependencies and Intelligent Scheduling

Baseline, Auto-Reschedule and Advanced Scheduling

Homework
Review any existing project processes in their current format. You may need to meet with the team to determine if the tasks are complete and the information is accurate.


Session Two

Project Scheduling I
2 hours of training
Attendees: Application administrators, project managers

Project Scheduling II
4 hours of training
Attendees: Application administrators, project managers

Homework
Create your first project templates using one of the three methods covered in the training.

Preparation
Determine who will attend the resource management and budgeting training. Ask those individuals to watch these recorded videos before the training session:

Resource Management

Managing the Project Plan v. Actuals

Managing Fixed Price Projects

Creating and Running Portfolio & Project Reports

Session Three

Resource Management
2 hours of training
Attendees: Project managers, resource managers

Project Budgeting and Costing
3 hours of training
Attendees: Project managers, resource managers, executives

Portfolio and Project Reports
2 hours of training
Attendees: Project managers, executives

Homework
Link tasks to resource types in project templates, input any budgets into project templates, if applicable. Set up reports, save and share them with executives.

Preparation
Determine who will attend the team member training. Ask them to watch this recorded video before the training session:

Providing Team Member Updates


Session Four

Team Member Overview
1 hour of training per team
Attendees: Application administrators, project managers, team members

Session Five

Review decisions and questions since initial training, hours to be broken down as needed.

For a complete description of each training session, click here.