Project Insight

What Is Project Insight?

Overview

Project Insight is a cloud-based project management software that assists in organizing and streamlining workflows. The software’s advanced visualization capabilities empower managers to plan projects, track employee performance, and oversee multiple projects simultaneously. Additionally, it offers robust accounting features and allows for real-time monitoring of organizational activities. 

What Is Project Insight Best For?

Project Insight software is best known for its advanced visualization capabilities and ability to provide real-time visibility into your portfolio.  

Project Insight Pricing

The vendor offers two plans: 

• Free - $0 
• Enterprise - $45/user/month 

$3 add-ons are also available that allow you to grow as you go. Request a custom Project Insight cost now according to your needs. 

Disclaimer: Prices are subject to change. 

Project Insight Integrations 

The software integrates with the following third-party applications: 

• Microsoft Teams 
• QuickBooks 
• Box 
• Salesforce 
• SAP 
• Sage 
• Basecamp 
• DocuSign 

How Does Project Insight Work? 

Here is how you can get started with Project Insight project management software after logging in: 

• Access the dashboard and create a new project or import an existing one 
• Add team members and assign roles, permissions, and programs 
• Set up project tasks, milestones, and deadlines 
• Customize the project dashboard to display relevant information 
• Access various tools and features from the main menu, such as time tracking, expense entry, and reports 

You can also schedule a free Project Insight demo to learn more about the software. 

Who Is Project Insight For? 

Project Insight is designed for businesses of all sizes, from small startups to large enterprises. It is beneficial for project-based businesses, including: 

• Consulting firms 
• Marketing agencies 
• Software development companies 

Project Insight Features 

Some of the prominent Project Insight features are discussed below: 

• Time Tracking

Users can quickly enter time across projects from their desktop or phone. With the time-tracking feature, managers can easily monitor employee performance and ensure that projects stay on track. 

• Project Requests

Project Insight streamlines creating, assigning, and routing project requests for approvals. Project requests allow managers to prioritize initiatives and automatically launch plans, saving valuable time. 

• Intelligent Scheduling

The software provides advanced scheduling capabilities that allow managers to link tasks and automatically adjust the rest of the itinerary. Project Insight also includes drag-and-drop functionality, making it easy for managers to make changes and alert their team with one click. 

• Project Templates

Businesses can save time by creating and reusing ready-made templates built from their organization’s workflows. With numerous project templates, companies can quickly create new projects and improve project management. 

• Issue Tracking

The software lets companies easily centralize and track issues across all projects and tasks. This feature includes adding fields tailored to your organization’s reporting needs. Users can quickly identify and resolve issues with this functionality. 

• Approvals

Users can add comments, request documentation, and officially sign off. This streamlines and centralizes the approval process. With this, businesses can ensure that projects stay on track. 

• Resource And Capacity Management

Project Insight provides real-time visibility into your organization’s capacity. Managers can effectively monitor and balance resource workloads across projects. 

Is Project Insight Right For You?

Are you looking for a comprehensive project management solution that can help you streamline workflows and improve collaboration? Project Insight does all by centralizing tasks, projects, and communication. 

Project Insight is trusted by popular clients such as CISCO, Paycor, Pioneer, AXIX, and MPS. It offers top-notch security and scalability, ensuring your data is always safe and your business can grow without limitations. The software also provides various add-ons to customize the software according to your requirements. 

Still not sure if Project Insight is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision. 

Project Insight Pricing Plans 

Disclaimer: Prices are subject to change.