Project Insight

Name: Project Insight
Rating: 4 (46 reviews)

A project management software that has won many awards in the category, Project Insights or PI helps companies organize their work. It facilitates the visualization of tasks, project status, and employee time. PI has features that streamline accounting and provide users the option to monitor all activities happening within an organization. There is a free version of the software that can be expanded to a full-featured enterprise package as businesses scale up. Project Insight is suitable for small, mid-sized, and large businesses of all industries.

There are features included in the software for centralizing all tasks and communication in a single place. Project Insight Software allows managers to oversee several projects simultaneously and there are options to filter tasks, messages, and activities with a single click. The software has an intuitive interface and it can collect data from different sources and third-party software. Project Interface has the ability to connect with several productivity and accounting apps like NetSuite, Jira, Zendesk, Azure, and QuickBooks. It is an all-in-one solution that each department can use to make its contribution to a single project.

Project Interface has options to send real-time updates and detailed reports to stakeholders with a single click. The software boosts productivity levels by sending alerts and reminders to all those involved in the project. It has a REST API and extensive automation options to make sure the entire team is working towards the same goal. There are intelligent features for scheduling, budgeting, time tracking, capacity planning, rate management, and billing that streamline the operations of a project-based firm.

PI has an interactive mobile application that is compatible with all smart devices and operating systems. It has the same standard features as the desktop app and can help teams work more efficiently even when they are not in the office. The project Interface combines automation and collaboration in one single software. It helps build capacity and maximizes success by supporting teams from conception to completion.

Project Insight Pricing

The software has a free edition to get startups and small businesses started. They can expand to the paid edition which starts at $9 per user every month. There are Pro editions and full-featured enterprise packages which are billed depending on the number of users and usage.

Project Insight Reviews

Project Insight Pros

The software makes assigning tasks very easy and users can receive updates on their mobile phones so they are always in the loop. It is a very easy software to set up and the team facilitates the implementation in every way possible. The multitude of integration and customer support options make it a very attractive software for all businesses.

Project Insight Cons

There are some minor faults with the user interface and they need to roll out updates at a much faster rate. Although the software offers many integration options configuring them with the platform can be a long and tedious process.

Highlighted Project Insight Features

Work Automation

Project insight software makes it easy to automate work related to all active projects. Teams can work together and schedule their tasks, messages, or invoices. The software has simple programs built into the system that can take care of recurring tasks.

Software Integration

Project Interface can be linked with Microsoft Teams and other collaboration tools to import and export data. It is compatible with many productivity and accounting applications like QuickBooks, Salesforce, and Zendesk. The software is used by multinational clients to connect with their employees across the globe.

Portable App

The project insight project management software has a mobile application with the same features offered on the desktop version. Employees can stay on top of their projects even when they are in the field or working from home.

Smilar Products

Project Insight Features

Access Controls/Permissions

Budget Management

Data Import/Export

Employee Management

Milestone Tracking

Planning Tools

Strategic Planning

Task Managementt

Visual Workflow Management

Workflow Management

Process Modeling & Designing

Real Time Reporting

Timeline Management

Activity Tracking

Remote Support

Frequently Asked Questions (FAQs)

Does Project Insight offer an API?

Yes, the software system offers API access.

What level of support does Project Insight offer?

Users can contact support via email and phone, or consult the knowledge base and FAQs/forums.

What other apps does Project Insight integrate with?

It can integrate with Microsoft Teams, Microsoft Project, Microsoft 365, Microsoft Visual Studio, Microsoft Azure, Microsoft Excel, Microsoft Outlook, Jira, PageProof, QuickBooks Online Advanced, Gmail, Google Drive, Salesforce.org Nonprofit Cloud, Azure DevOps Server, Trello, NetSuite, Slack, Zendesk Suite, and Zendesk Sell.

What type of pricing plans does Project Insight offer?

Project Insight offers different pricing plans for different clientele. Click on the "Get Pricing" button above to get a custom quote specially tailored for your enterprise requirements.

Who are the typical users of Project Insight?

Large enterprises, small and mid-sized businesses, non-profit organizations, and public administrations are typical users of Project Insight.

Project Insight: What more could one ask for?

October 2022

Ankit D.

Legal Services

Pros:

All work related to project management can be neatly organized and presented for our clients. They can also gain "insights" into how their projects are progressing and what is needed in the future. This interactive tool has made us more productive since the clients can collaborate with the team and help improve our performance along the way. With this software, we have been able to deliver as per our schedule and manage projects with the highest efficiency. I would definitely recommend it to anyone looking to manage a lot of clients with minimal effort. Just let them work for themselves!

Cons:

It has a weird procedure in which you must move to certain areas to perform common tasks, such as entering hours. For example, if you are working on a project in which you have already entered the hours worked but realize there is a mistake, you cannot just change it immediately. You have to go back towards the time entry area to change the number of hours worked. And the mobile app does nothing to help with this either. They should add an option to automatically change the status of tasks and project phases so that the client knows what’s going on currently.

Helped us get rid of paper clutter.

Jackie A.

Financial Services

Before Project Insight, a lot of our time was spent entering and maintaining manual data sheets. That has been eliminated entirely, but the effort we spent was not lost; the data was smoothly imported into the PI database, which has allowed us to align all of our projects by arranging the data into more useful forms. We now manage tasks more professionally and divide the workload between teams through the scheduling features of the software. Any project manager can just log in and have a quick glance at the project’s progress, which includes tasks, due dates, and expectations.

This is more of a suggestion section from me, as I haven't found any actual "cons" to the software. Anyone looking to implement the software should spend some extra time and effort generating the templates they will eventually use. Importing multiple projects and making even a little modification without templates would take a lot more of your time than was required. I wanted to include this point since the implementation of the software itself is not very easy and takes its own sweet time. That valuable time would be saved if there were no templates to begin with.

Perfect for businesses of all sizes!

Molly P.

Information Technology and Services

Project management is not complete without Quickbooks for us, and we are happy to report that Project Insight also integrates 100% with it. It is so easy to just start working with the software, thanks to its user-friendly UI. It is very reliable as a reporting tool, and all reports can be customized to change their entire layout if you want. The dashboard is also customizable, but the default configuration it comes with is pretty intuitive for me. I wouldn’t call it cheap, but it is definitely affordable enough to be implemented in a mid-sized organization like ours. It also has very handy customer support.

In my case, I had a difficult time adjusting to the built-in reports since the naming conventions employed are uncommon. I had to spend some extra time learning my way around the awkward titles, and I had to customize a lot more. And if you’re looking for an accounting solution as well (which is expected since a project management suite should include it), then look elsewhere because it is not focused on accounting and does nothing to help you there. Also, the software does not integrate well with software other than Quickbooks. For example, Salesforce doesn't work as well with Project Insight as it does with Quickbooks.

Great UX with this software

August 2022

Jim

Axia

Their CEO was a nice person. He sits in all office meetings and gave his expert opnion for problems that occur during development phase.

None

PI Review

May 2022

Danny

Magnifico Jeans Inc

I appreciate that Project Insight allows our project managers to swiftly generate plans using templates in order to track task progress and guarantee that project performance is maintained. The team is helpful and knowledgeable and responds quickly to complaints.

Functional

March 2022

Jared

J real estate

It helps companies to organize their work. It allow managers to have oversee several projects simultaneously and can filter the tasks, messages and activities with a single click.

Integrating with other platforms is a long and tedious process.

Stakeholders have approved them

February 2022

Mike

HP Buisness

Their developers' team is wise. They come up with innovative ideas and present a prototype and then that prototype is converted into a complete solution. Our stakeholders have approved of them.

It takes time to be acclimated to the platform and find your way around.