Last Updated
Overview
Overall Rating
Based on 1014 users reviews
4.6
Rating Distribution
Positive
95%
Neutral
5%
Negative
0%
Starting Price
$0
/month
Project Insight Specifications
- Time Tracking
- Task Management
- Reporting
- Budget Management
What Is Project Insight?
Overview
Project Insight is an enterprise-grade project and portfolio management platform that unifies your organization’s work in one central hub. Designed for PMOs, IT leaders, and cross-functional teams, it connects your existing tools, automates workflows, and gives every stakeholder real-time visibility into projects, resources, budgets, and timelines.
With customizable dashboards, intelligent scheduling, and built-in capacity planning, Project Insight helps teams deliver strategic results on time and on budget while eliminating the manual work that slows them down.
What Is Project Insight Best For?
Project Insight is best for organizations that need to:
- Gain real-time visibility across projects, programs, and portfoliosManage strategic initiatives and day-to-day project work in one place, with dashboards tailored to every role—from executives to developers.
- Overlay enterprise project management on tools like Jira and Azure DevOpsSee cross-team progress, timelines, and resource allocation without forcing developers to leave their native tools.
- Balance team workloads and forecast resource capacityUse built-in AI to reassign work, level resources, and adjust schedules in real time—before delays occur.
- Standardize project intake, prioritization, and executionStreamline requests, approvals, and project creation with templates, forms, and intelligent routing that fits your process.
- Eliminate manual reporting and connect your systemsSync project data across Jira, Salesforce, QuickBooks, and more for up-to-date reports with zero re-entry.
Project Insight Pricing:
Project Insight offers flexible pricing to support every stage of growth:
- Free – $0/user/month: Great for individuals and startups
- Pro – $9/user/month: Adds reports, task dependencies, and custom fields
- Business – $19/user/month: Includes time tracking, expenses, invoicing, and capacity planning
- Enterprise – Custom: For large orgs needing on-premise hosting, advanced controls, and full API access
Disclaimer: Prices may vary. Confirm with vendor for latest pricing.
Project Insight Integrations :
Project Insight connects the systems your teams already rely on—bringing together project, ticketing, CRM, financial, and collaboration tools in one unified workspace.
Key integrations include:
- Microsoft 365: Deep integrations with Outlook, Teams, SharePoint, OneDrive, Word, Excel, and OneNote enable seamless collaboration, file access, scheduling, and approvals directly from the tools your teams already use.
- Salesforce: Automatically convert opportunities into projects, sync account data, and align sales and delivery for a smoother handoff.
- ServiceNow: Tie ticketed work and service requests to larger project plans, giving IT and operations teams complete visibility.
- QuickBooks Online, SAP, Sage: Sync budgets, time entries, expenses, and invoicing data with your financial systems.
- Jira, Azure DevOps: Provide project visibility across development tools without disrupting developer workflows.
- Slack, Microsoft Teams, Box, DocuSign, Google Drive, Basecamp, HubSpot: Centralize communications, documents, approvals, and marketing ops.
Project Insight also supports custom integrations via API and middleware, giving you the flexibility to align the platform to your exact tech stack
How Does Project Insight Work?
Here’s how to get started:
- Launch a new project or import one using templates
- Assign team members, set roles, and define permissions
- Add tasks, dependencies, and milestones with timeline views
- Customize dashboards and reports by project, team, or portfolio
- Track time, expenses, and approvals in real time
- Automate repetitive workflows with forms, triggers, and rule sets
Who Is Project Insight For?
Project Insight supports project-driven teams at any growing company especially in:
- Healthcare
- Financial services
- IT and software development
- Engineering and professional services
- Government, education, and nonprofit
- Manufacturing
- Environmental & field service companies
Whether you’re running a PMO or just starting to scale project processes, Project Insight helps align strategy with execution at every level.
Is Project Insight Right For You?
If your organization is juggling disconnected tools, ad hoc processes, or limited visibility across teams, Project Insight is built to centralize work org-wide so that you can make data-driven decisions about work at every level of your organization.
Whether you're leading a PMO, scaling delivery teams, or aligning work to strategic goals, Project Insight gives you a centralized, flexible workspace that adapts to your workflows.
You’ll get:
- Clear visibility across all projects, resources, and budgets
- Smart automation to eliminate manual tracking and reporting
- Seamless integration with Jira, DevOps, Microsoft 365, Salesforce, ServiceNow, and more
- Scalable plans that grow with your teams—from 10 users to 10,000+
- Finally a way to measure project work against strategic initiatives.
Trusted by organizations like SAIC, United Nations Credit Union, JD Power, Pioneer, AXIS, and MPS, Project Insight delivers the structure and clarity teams need to execute with confidence.
Still evaluating options? Contact us at (661) 384-7070 for more details
Project Insight Features
Time Tracking
Log time from tasks, grid views, mobile devices, and sync entries from Jira, DevOps, and ServiceNow—turning time data into real-time data for billing, forecasting, and resource management.
AI-Powered Scheduling
Project Insight uses AI-powered scheduling to adjust project plans when timelines shift. Automatically update task dates and dependencies, get recommendations for alternate resources, and keep teams informed with instant notifications. With real-time capacity visibility and what-if scenario planning, teams can respond faster to change, reduce manual coordination, and keep delivery on track.
Risk, Action, Issue, and Decision Tracking
Easily track, assign, and resolve issues across every project and team. Whether submitted via email, Teams, Slack, or mobile, Project Insight gives you full visibility into issue status and resolution history. Eliminate silos, accelerate fixes, and empower teams and clients to collaborate without extra tools or complexity.
Project Requests & Approvals Routing
Project Insight helps teams standardize intake, automate approvals, and move from idea to execution faster. Capture requests, gather stakeholder input, prioritize work, and launch projects without duplicate entry or manual handoffs. Manage project, PTO, purchase, and document approvals in one system with routing, templates, mobile access, and reporting that keeps work moving.
Resource And Capacity Management
AI-powered resource and capacity planning that scales. Project Insight gives teams the tools to forecast resource needs, balance workloads, and avoid overload before it happens. With placeholder resources, real-time PTO integration, and what-if scenario planning, teams can plan proactively instead of reacting after the fact. See capacity across the organization, align resources to top priorities, and use AI to identify overloads and assign the right people to the right work.
Strategic Portfolio Management
See every project, program, and portfolio in one command center. Connect data across systems to track budgets, capacity, and priorities in real time with clear, organization-wide reporting.
AI-powered Project Planning
Use AI to scope an accurate first-draft project plan from your real inputs, then save it as a reusable template. Prepopulate tasks, roles, documents, budgets, and work hours so every new project starts aligned to your best practices.
What-if Simulations
Test different project scenarios to see how new work, scope changes, and staffing shifts affect timelines, workloads, and budgets across your portfolio. Model scenarios in seconds so you can say yes, not yet, or not now with clear evidence.
Portfolio Reporting
Dynamic reporting across projects, programs, and portfolios. Roll up data from project to program to portfolio levels instantly. Drill into details or take action directly from reports. Update status, reassign work, or adjust resources in real time. Align project priorities with strategic objectives, all in one place.
Project Budgeting, Expenses, and Billing
Project Insight helps teams track budgets, labor costs, expenses, revenue, and forecasts across tasks, projects, and portfolios in real time. Capture expenses from worksheets or mobile devices, route them for approval, and sync approved time, expenses, and invoices with QuickBooks Online and other financial systems to reduce manual entry, improve accuracy, and keep project and financial data aligned.
Pros And Cons of Project Insight
Pros
Easy-to-use interface
Customizable reports
Robust project management features
Excellent customer support
Great for resource management
Cons
Exporting data can be complex
Seldom customer service shortfalls, according to some reviews
Project Insight Reviews
Total 1014 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars64%
4
Stars30%
3
Stars5%
2
Stars0%
1
Stars0%
Share your experience
Not Specified, 51-100 employees
More than a year
“Manage your project on cloud”
Pros
This tool offers impressive features for showcasing project profitability.
Cons
The user-friendliness of this system leaves much to be desired making the learning process challenging.
Rating Distribution
Ease of use
4
Value for money
6
Customer Support
7
Functionality
6
Electrical/Electronic Manufacturing, 1-10 employees
More than a year
“Efficiently saves time when planning and collaborating on projects.”
Pros
Excellent software for Project Management work. Excels in an intuitive user interface powerful planning tools and robust resource management features.
Cons
A slight reduction in prices would enable small startup companies to seamlessly utilize it.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
10
Education Management, 500+ employees
More than a year
“Microsoft Project Review”
Pros
Appreciates the application's capability to schedule projects allowing mapping of time and dates for task completion.
Cons
The initial complexity in utilizing it was a drawback. I struggled to unlock the application's full capacity until recently.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
7
Functionality
8
Frequently Asked Questions
What other apps does Project Insight integrate with?
The software integrates with popular third-party applications like Box, Salesforce, Microsoft Teams, QuickBooks, Sage, Basecamp, and SAP.
Does Project Insight offer an API?
Yes, the software has a Rest API available for use.
Who are the typical users of Project Insight?
Project Insight suits large businesses to small ones, particularly every project-based company. It is designed for consulting firms, software development companies, marketing agencies, and other project-driven organizations. Project Insight can bring balance to your life by centralizing tasks and through expense tracking.
What type of pricing plans does Project Insight offer?
PI offers flexible pricing plans to meet the needs of teams at every stage, including a free plan with $3 add-ons for extra features, and a $45/user/month Enterprise plan. It offers a completely free expandable version, as well as a full-featured enterprise edition.
Does Project Insight support mobile devices?
The software supports mobile devices.
What level of support does Project Insight offer?
Project Insight provides a variety of support options to its users, including a knowledge base, email, help desk, FAQs, forum, and phone.
What language does Project Insight support?
The software supports the English language.