What is Project Insight?
Project Insight is strategic project, program, and portfolio management software designed to give growing organizations a complete picture of work across departments, teams, and systems. It connects the data behind projects so leaders can make confident decisions about priorities, investments, resources, and delivery.
Project Insight provides the connected project data backbone organizations need for accurate executive reporting, financial forecasting, strategic planning, and AI analysis. Leaders can see whether they have enough capacity, understand project costs, and determine whether teams can deliver on their commitments.
The platform combines project intake and prioritization, resource planning, scheduling, time tracking, budgeting, approvals, and portfolio reporting. Configurable workflows and multiple project views give teams flexibility while maintaining consistent information for leadership.
Native integrations with Jira and Azure DevOps, along with connections to Microsoft, Salesforce, ServiceNow, and HubSpot, help organizations bring information together without replacing the tools their teams already use.
Built-in AI capabilities support resource recommendations, capacity forecasting, project template generation, meeting action items, and what-if simulations.
Whether building a PMO or scaling an established one, Project Insight offers customizable processes, dedicated onboarding support, and free view-only seats to help organizations grow without losing visibility into their work.
Pricing
Try any plan for free.
Pro: $9 per user
Business: $19 per user
Enterprise: Tiered user pricing
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Company Facts
Product Details
Product Details
Project Insight Categories and Features
Work Management Software
Project Insight is a comprehensive solution that streamlines work management across various projects, teams, departments, and portfolios. This adaptable platform enables organizations to oversee tasks, project requests, approvals, schedules, resources, budgets, and reporting all in one place. Teams have the flexibility to utilize task lists, Kanban boards, Gantt charts, or customized worklists, while leadership can monitor priorities, workload, and delivery commitments with ease. Thanks to its integrations, work conducted in other systems can be linked to a unified reporting framework. Project Insight does more than just organize tasks; it establishes a cohesive project data infrastructure that allows organizations to gain insights into ongoing work, assess team capacity, evaluate costs, and align activities with business objectives.
Time and Expense Software
Project Insight is an all-in-one solution that integrates project time tracking, expense management, approval processes, and financial reporting. Employees can conveniently log their hours, whether billable or nonbillable, submit timesheets, capture receipts, and monitor project expenses through both desktop and mobile platforms. Managers have the capability to assess and approve submissions while keeping an eye on actual expenditures in relation to established budgets. The platform also seamlessly connects with QuickBooks and various other business systems to optimize invoicing and financial operations. Unlike separate time and expense management tools, Project Insight aligns real labor and expenses with project timelines, resource availability, and overall portfolio effectiveness.
Time Tracking Software
Project Insight offers a comprehensive project time tracking solution that integrates real work hours with various tasks, resources, budgets, and financial reporting. Team members have the flexibility to log their time through task lists, timesheet grids, timers, or via mobile devices. Additionally, time can be gathered from integrated platforms like Jira, Azure DevOps, and ServiceNow. Managers have the ability to approve timesheets, analyze discrepancies between estimated and actual hours, oversee utilization rates, and manage labor costs across multiple projects. Rather than storing time data in an isolated system, Project Insight incorporates it into the unified project data framework, facilitating capacity planning, invoicing, forecasting, and portfolio management.
Task Management Software
Project Insight is designed to assist teams in effectively managing, allocating, planning, and monitoring their tasks, all while linking daily activities to broader projects and portfolios. With features such as task dependencies, smart scheduling, time management, and resource allocation, project managers can seamlessly oversee work and keep track of progress. In contrast to independent task management software, Project Insight integrates task activities with resource availability, financials, project health, and high-level reporting. This empowers teams with the necessary tools to handle their tasks, while also providing PMOs with a dependable perspective on project delivery across various departments.
Strategic Planning Software
Project Insight integrates strategic planning with the necessary projects, investments, and resources essential for realizing business goals. It enables organizations to assess new initiatives, rank project proposals, manage resource allocation, oversee budgets, and evaluate how activities align with strategic aims. The platform's portfolio planning and scenario analysis empower leaders to grasp potential trade-offs prior to resource allocation. By aligning strategy with project management and performance tracking, Project Insight offers executives clear insights into the organization’s ability to fulfill its priorities, eliminating the need for disjointed spreadsheets and status reports.
Project Tracking Software
Project Insight offers comprehensive, real-time monitoring of projects, encompassing schedules, tasks, resources, budgets, risks, and milestones. Project managers are equipped to oversee progress, pinpoint delays, contrast projected outcomes with real results, and address potential issues proactively to ensure timely delivery. The platform features customizable dashboards, status reports, scorecards, and portfolio overviews, providing stakeholders with an at-a-glance understanding of project status without the need for tedious manual updates. Additionally, Project Insight integrates data from platforms such as Jira and Azure DevOps, enabling PMOs to manage workflows across various teams and tools seamlessly. This integration results in a more thorough and dependable view of project performance.
Project Portfolio Management Software
Project Insight is an advanced software solution for strategic project portfolio management (PPM) that integrates project execution with aspects such as resource allocation, financial outcomes, governance, and overall business strategy. This platform enables PMOs and executives to assess project proposals, prioritize funding, optimize resource distribution, keep an eye on budgets, and measure the performance of their portfolios, all from a single interface. In contrast to tools that merely emphasize task management or visual dashboards, Project Insight establishes a cohesive data framework throughout the project lifecycle. This ensures that organizations have access to trustworthy information essential for making informed portfolio choices, conducting accurate forecasts, generating executive reports, and performing AI-driven analysis.
Project Planning Software
Project Insight empowers project managers to develop achievable plans by linking tasks, timelines, dependencies, resources, and budgets. Users can create plans utilizing reusable templates, work breakdown structures, milestones, and Gantt charts. The intelligent scheduling feature automatically modifies dependent tasks in response to timeline alterations, while capacity planning assists in pinpointing resource limitations before they impact delivery. Additionally, AI-driven planning can produce project frameworks and reusable templates. Project Insight integrates project planning with execution and portfolio priorities, enabling organizations to assess not only the timing of tasks but also their available personnel, time, and budget to ensure successful delivery.
Project Management Software
Project Insight is a comprehensive project management tool designed to unify projects, tasks, resources, timelines, budgets, and reporting within a single platform. Tailored for expanding organizations and Project Management Offices (PMOs), it caters to a wide range of needs, from managing single projects to overseeing entire portfolios at the enterprise level. Team members can effectively organize and track their work, while management gains insights into resource capacity, financial health, and strategic objectives. With customizable workflows, smart scheduling features, and seamless integration with platforms such as Jira and Azure DevOps, Project Insight establishes a cohesive data framework that supports accurate reporting, forecasting, and well-informed decision-making.
Professional Services Automation Software
Project Insight is designed to assist professional service firms in overseeing client projects, optimizing resource usage, monitoring time spent, managing budgets, and enhancing financial results through a unified platform. Users can efficiently plan engagements, assign resources, log both billable and non-billable hours, and keep an eye on project expenditures in relation to their budgets. The portfolio reporting feature gives insights into delivery obligations, team workload, and the profitability of projects. With customizable workflows, options for client visibility, and integrated financial insights for projects, Project Insight empowers consulting and professional service teams to refine resource management, regulate project costs, and make strategic delivery choices.
Production Scheduling Software
Project Insight specializes in facilitating project-centric scheduling and resource allocation for businesses handling intricate tasks across various teams. Its smart scheduling feature empowers project managers to efficiently oversee task interdependencies, timelines, assignments, and modifications to project plans. With its focus on resource and capacity management, the platform offers insights into workload distribution and availability, enabling teams to spot scheduling conflicts and make necessary adjustments. Additionally, Project Insight integrates scheduling with project budgets, execution tracking, and portfolio analytics, allowing leaders to gauge the impact of schedule modifications on overall delivery. This tool is tailored specifically for project-driven work rather than traditional manufacturing scheduling.
Product Roadmap Software
Project Insight enables businesses to align their product and initiative roadmaps with the essential resources, timelines, budgets, and projects needed for successful execution. It empowers leaders to strategize future initiatives, assess their priorities, pinpoint dependencies, and gauge the effects of capacity limitations. Instead of treating roadmaps in isolation from project execution, Project Insight seamlessly integrates strategic planning with ongoing project activities. With integrations to tools like Jira and Azure DevOps, organizations can keep track of progress across product planning and development processes, providing decision-makers with a comprehensive view of what is in development, planned for the future, and realistically attainable.
Product Management Software
Project Insight serves as a bridge for product and technology teams, aligning product initiatives with project execution, resource availability, budget constraints, and overarching strategic objectives. It enables teams to streamline requests, prioritize projects, develop timelines, and synchronize efforts across various departments. With seamless integrations to tools like Jira and Azure DevOps, development teams can stick to their favored platforms while management gains comprehensive oversight of the entire project portfolio. This platform is especially beneficial for organizations seeking to assess how product investments vie for resources and support overall business goals.
Kanban Software
Project Insight offers Kanban boards designed to assist teams in visualizing their tasks, overseeing workflow phases, and monitoring ongoing work. Users have the ability to arrange task cards based on their current status or assigned owner, shift tasks across various columns, and make real-time updates on progress. The Kanban boards utilize the same foundational project data as Gantt charts, task lists, and reporting dashboards, allowing teams to access multiple views without the need for data duplication. By integrating visual workflow management with project scheduling, resource capacity management, budgeting, and portfolio reporting, Project Insight serves as a valuable tool for organizations that engage in both Agile and conventional project management.
Issue Tracking Software
Project Insight offers a comprehensive solution for organizations to monitor project-related challenges, including issues, risks, and action items, in conjunction with the work they influence. Teams are empowered to designate responsibility, oversee progress, and keep tabs on potential obstacles that may affect timelines, financial plans, and outcomes. In contrast to independent issue tracking systems, Project Insight integrates issue management with project execution, resource allocation, and portfolio analysis. This integration provides project managers and PMO leaders with a holistic view of project performance without the need to manually merge data from various platforms.
IT Project Management Software
Project Insight empowers IT departments to effectively oversee projects, allocate resources, control budgets, and ensure timely delivery across various teams and platforms. IT Project Management Offices (PMOs) can efficiently prioritize new requests, assess resource availability, handle interdependencies, monitor project expenditures, and evaluate portfolio performance. With seamless integrations for Jira and Azure DevOps, it aligns technical execution with overarching project and portfolio strategies, allowing teams to continue using their preferred tools. Project Insight serves as the integrated data framework that IT executives require to gain insights into delivery obligations, resource limitations, and the alignment of technology investments with business objectives.
Gantt Chart Software
Project Insight provides dynamic Gantt charts designed for the effective planning, scheduling, and monitoring of projects of all sizes. Project managers can easily visualize tasks, milestones, dependencies, durations, and critical paths, with the added functionality of drag-and-drop editing to modify schedules. The intelligent scheduling mechanism automatically adjusts dependent tasks as plans evolve. Additionally, cross-project Gantt views enable Project Management Offices (PMOs) to pinpoint overlapping timelines and oversee delivery across various initiatives. In contrast to independent Gantt chart tools, Project Insight integrates schedules with resource availability, budget management, task execution, and portfolio analysis, offering a comprehensive view of how changes in timelines impact the organization as a whole.
Agile Project Management Tools
Project Insight offers a unified platform that accommodates Agile, waterfall, and hybrid project management methodologies. Teams have the ability to oversee sprints, maintain backlogs, assign tasks, and utilize Kanban boards, while PMOs can monitor dependencies, assess resource capacity, manage budgets, and evaluate portfolio performance. With seamless integrations for Jira and Azure DevOps, software development teams can operate within their chosen tools while linking their execution metrics to overarching business objectives. This makes Project Insight particularly beneficial for organizations that are balancing Agile development with conventional projects, ensuring they maintain consistent governance, financial transparency, and comprehensive executive reporting across all methodologies.
AI Project Management Tool
Project Insight integrates intelligent project management features with a cohesive data framework for projects. Utilizing AI-enhanced tools, it facilitates the creation of project plans and templates, recommends resources according to their skills and availability, predicts capacity needs, modifies timelines, and transforms meeting transcripts into actionable tasks, risks, and decisions. The platform also offers scenario analysis, allowing teams to assess the impacts of potential changes to resources, budgets, and schedules. By linking project information from platforms like Jira and Azure DevOps, Project Insight enhances the reliability of reporting and AI-driven insights. Instead of solely depending on artificial intelligence, it empowers organizations to gather and connect essential data for making informed decisions.
More Project Insight Categories
Visual Project Management
Project Insight offers a dynamic approach to project management by utilizing interactive Gantt charts, Kanban boards, calendars, resource capacity displays, dashboards, and portfolio reports. This platform enables teams to clearly understand schedules, dependencies, workloads, project statuses, and progress through a variety of perspectives tailored to their specific roles. Since these perspectives are linked to a shared project dataset, any modifications made to tasks and timelines are automatically updated across all reporting and planning tools. Project Insight empowers project managers and executives to transcend standalone visual boards, allowing them to grasp the interconnections between work, resources, financial outcomes, and strategic goals throughout the organization.
Project Insight Customer Reviews
Write a Review-
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Project management with Project Insight
Date: Jan 24 2024SummaryProject Insight provides powerful planning & task management for project teams, Configurable views & collaboration & status tracking. But the busy interface requires time investment to master.
PositiveRobust features for task management: Assignments, task tracking & Gantt charts. Real time workloads help optimize resource allocation.
NegativeIt lacks portfolio management & resource planning capabilities, Mobile apps lack full functionality of web version.
Read More...Official Project Insight ResponseDate: May 02 2025
Thank you for your review. We added unrivaled program and portfolio level features in since you wrote it. We have had capacity planning tools for many years. Users can balance workloads, adjust schedules, and use what-if scenarios for capacity planning and forecasting. Use our AI tools to suggest the perfect assignee and optimize capacity. -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Simple Project Manager for Small Business
Date: Nov 23 2022SummaryOverall, Project Insight is pretty simple and easy for managing projects. It works great for none complex projects for small businesses. It helps in sharing detailed info about project reports when I'm working remotely. Great product.
PositiveIts project templates ability is very time-saving, you can deploy pre-designed templates for any type of project. Project reporting on this platform is great. The user interface is super simple and smooth. Time and issue tracking perform very well.
NegativeIt has limited integration options. Not for complex projects.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Digital and Fantastic Project Managing Program
Date: Apr 20 2021SummaryProject Insight manages the huge expenses that companies use when conducting various projects. Also, Project Insight has a detailed expense tracking feature, which improves the value for any undertaking.
PositiveProject Insight has the budgeting part, which is vital for planning purposes.
Also, Project Insight oversees the expenses that companies incur, to ensure only the accurate costs get used.
Lastly, Project Insight has a workflow management strategy, suitable for time planning.NegativeCapital budgeting is the essential way of determining the projects to incur, but Project Insight has not fully issued an outline for this feature.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Best Project Manager
Updated: Feb 03 2021SummaryOverall, Project Insight gives the best visualization of projects from its powerful Gantt charts. Loved all of the functions, I suggest everyone try this. Highly recommend.
PositiveProject Insight provides a reliable place to manage projects and track every activity. The Gantt charts are customizable and easy to view products. The interface is clean and intuitive. Helps in project planning.
NegativeNo negative about this platform does its job very well.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Resourceful project and task manager
Updated: Nov 04 2020SummaryProject Insight is a very resourceful work management platform. Its flexible plans are great. I loved its versatile dashboard, it combines multi-services on the same screen.
PositiveMy favorite thing about Project Insight is its usability and frictionless project and task management. It helps to enhance productivity on every task and project and also gives the best visibility on its development. Project Insight is resourceful.
NegativeThe reporting is not very informative. Overall it's a great tool.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Ideal project management tool
Updated: Oct 17 2020SummaryI recommend Project Insight to everyone who wants to plan and manage projects in a centralized platform. Helps to collaborate. It's is a powerful project management tool. The integration with Zendesk and Slack works very well. Provides deep data in reports.
PositiveThe workplace customization works very well, it helps to collaborate and centralize all of the project management processes. The user interface is easy to navigate. Its mobile app is very handy to communicate with the team. It helps to plan and provides robust reports.
NegativeDifficult to assign projects. No automation on project reminders.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Outstanding software for project management
Date: Nov 28 2020SummaryMy overall experience with Project Insight is awesome since it is easy and accurate to manage tasks and projects.
PositiveProject Insight has improved project, tasks and products visibility via GANTT and charts capabilities available on it.
NegativeEven though I haven't used Project Insight for long, it has been flawless all through.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Robust, effective and reliable tool
Date: Nov 16 2020SummaryEveryone in the organization loved this highly engaging platform. It offers tons of features for work and project management. Overall, Project Insight is an excellent platform.
PositiveFor easy and remote project management no other is versatile than Project Insights. It gives us great power to easily manage work and projects. It offers a robust dashboard, great task visualization, reports, multi-screen manager, Gantt charts, and workflow management.
NegativeNever encountered any problem using this solution.
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