Frequently Asked Questions
Answers to Common Business Questions About PMBI
We’ve compiled a list of frequently asked questions to help you better understand PMBI. If you can’t find the answer you’re looking for, please feel free to contact us.
Q: What data does PMBI need?
A: Six tables — WBS, Budget, Budget Adjustments, Tasks, Planned Value, Actuals — about 18 fields total, most of which you likely already track.
Q: Do I need to replace my project management software?
A: No. PMBI complements your existing tools by turning periodic data uploads into standardized reporting.
Q: How is my data secured?
A: PMBI is hosted on Microsoft Azure and uses Microsoft Entra ID for sign-in — no separate credentials to manage. Select plans include a dedicated Power BI dataset for additional isolation.
Q: How often is data updated?
A: Whenever you commit a reporting period snapshot — typically monthly. Dashboards refresh automatically, often within minutes on select plans.
Q: Can I connect directly to my database?
A: Yes, on select plans. Excel and CSV upload are available on every plan. Support for additional databases are in the works.
Q: What is the AI Summary feature?
A: An optional narrative summarizing your project’s schedule, cost, and key risk drivers in plain language each period (select plans). It’s a communication aid built from your existing data — always worth reviewing alongside the dashboard visuals.
Q: Do you offer a free trial?
A: Available on select plans via Microsoft Marketplace.