Project Insight

What is Project Insight?

Overview

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

PI provides an all-in-one work management platform that allows users to centralize tasks and communication on a single platform. Its intuitive interface makes it easy for managers to access and filter information with a single click. Project Insight also offers end-to-end solutions that can be utilized by all departments, allowing for seamless collaboration on projects. 

What is Project Insight best for?

Project Insight software is best known for its advanced visualization capabilities and streamlined work management platform. The application's powerful project planning tools enable managers to easily track employee performance, set and monitor project milestones, and stay on top of project progress. Its robust accounting features make it an ideal solution for managing project finances and budgeting.  

Project Insight project management mobile application is another essential feature that allows teams to stay connected and productive even when they are not in the office. The app is fully compatible with all smart devices and operating systems, providing users with access to the same standard features as the desktop version. Its integration of automation and collaboration makes it even better at helping teams from the beginning to the end of a project. 

Project Insight Pricing

Project Insight offers a flexible pricing model to meet the diverse needs of businesses of all sizes. There are three options to choose from, each tailored to best suit a company's requirements. 

  1. The project insight cost free version is suitable for small companies, start-ups, and departments. This basic version of Project Insight software allows users to take MS Project files into the cloud, invite team members, assign tasks, track completion, and more. 
  2. The second option is a "Grow as You Go" plan, designed for small and midsized companies that run multiple projects but only require a few Project Insight features. With this plan, users can add the features they need and pay $3/user per month to enhance the free version. Once 12 add-ons have been purchased, the workspace will automatically change to the enterprise plan. 
  3. The enterprise plan, priced at $45 per user, is ideal for users looking to centralize all their projects and communication in one location. From capacity planning and forecasting availability to integrating CRM, finance, and other key workflows, the enterprise plan provides the tools needed to work efficiently.

Not sure which Project Insight pricing plan is the best fit for your business? Contact our solutions specialists for personalized advice and assistance. 

Project Insight Integrations

Project Insight offers seamless integration with a variety of productivity and accounting apps, such as NetSuite, Jira, Zendesk, Azure, and QuickBooks. This makes it easy for users to connect and share data between different software systems, which speeds up work and makes them more efficient. 

How does Project Insight work?

Project Insight is cloud-based project management software that allows users to organize, streamline, and manage their workflows from any device with an internet connection. Teams can access the software through a web browser or through the interactive mobile application, which is compatible with all smart devices and operating systems. 

The program offers robust permission controls, allowing managers to assign roles and limit access to sensitive information, ensuring data security. Users can also invite clients, vendors, partners, or subcontractors to access the software, allowing for real-time collaboration and communication on projects. Once a user is logged in, he or she can set project parameters, manage resources, and keep track of time to make sure that project management is efficient and easy to use.

To start screening our Project Insight demo feed, click on the ‘Watch Demo’ button above.

Who is Project Insight For?

Project Insight is versatile project management software that is well-suited for a wide range of organizations, including large enterprises, small and mid-sized businesses, non-profit organizations, and public administrations. The software's advanced visualization capabilities, robust accounting features, and easy-to-use interface make it an ideal tool for managing projects, enhancing workflow efficiency, and tracking performance. 

Project Insight Features

Workflow Automation

Project Insight automated workflow capabilities streamline project management processes and empower teams to easily schedule tasks, send messages, and manage invoices. The software's built-in automation tools make it easy to handle tasks that need to be done over and over again, making it a useful tool for managing projects.

Integrated Software

The software seamlessly integrates with collaboration tools like Microsoft Teams and other productivity and accounting applications, such as QuickBooks, Salesforce, and Zendesk. Because of this, it is a flexible way for multinational companies to connect with their employees in different places. 

Mobile Accessibility

Project Insight project management software is also available as a mobile application, providing users with the same features and functionality as the desktop version. It allows employees to stay on top of their projects even when they're out of the office, working remotely, or in the field. 

Task Scheduling

The scheduling functionality offers a comprehensive overview of shift schedules and allows for easy editing through intuitive drag-and-drop, double-click, and right-click methods. It also takes into account how tasks depend on each other and what kind of tasks they are. As changes are made, project schedules are automatically updated to keep everyone on the team in sync. 

How is Project Insight different from other software?

Some of the key features that set Project Insight project management tool apart from other similar products include: 

Comprehensive Workflow Management: Project Insight offers a unique and comprehensive workflow management system that helps teams streamline their project processes, automate repetitive tasks, and manage approvals and reviews seamlessly. This makes it stand out from other project management software that doesn’t support such robust workflow management functionalities. 

Customizable Dashboard: The app’s customizable dashboards provide real-time visibility into project progress, team performance, and resource utilization. Unlike other similar options, it allows teams to make data-driven decisions and optimize their workflows. 

Advanced Resource Management: Project Insight offers advanced resource management capabilities that enable teams to track, forecast, and optimize resource utilization. This helps professionals plan and manage project resources more efficiently, making it different from other software that doesn’t support advanced resource management capabilities. 

Is Project Insight Right for You?

Project Insight has a variety of features and integrations that can help many different types of businesses, from big ones to small ones. 

User reviews indicate that the software is particularly useful for streamlining collaboration and workflows, as well as providing real-time visibility into project progress and resource utilization. Additionally, the software's ability to automate repetitive tasks and integrate them with other tools can help teams become more efficient and productive. 

Overall, Project Insight project management tools are a good choice for organizations that want a complete solution for managing projects. It can help users manage and improve their operations.

Project Insight Software Pricing Details

Free

$0/user/month

Perfect for startups
Grow As You Go

$3/user/month

Suitable for growing companies
Enterprise

$45/user/month

Ideal for large businesses

What’s included:
✔ Unlimited Users
✔ Kanban and Status Boards
✔ Slack Integration
✔ Mobile App
✔ Tasks, Gantt, Issues

What’s included: (Everything in Free plan, plus):
✔ Custom Fields, Items
✔ Project Baselines and Budgeting
✔ Expense Entry, Reports
✔ Time Tracking
✔ Zendesk Support & Help Center

What’s included: (Everything in Grow as You Go plan, plus):
✔ Advanced Capacity Planning
✔ Cross Project Dependencies
✔ Notification Customization
✔ Third-party Integrations
✔ JavaScript and CSS Customization
✔ Dedicated Success Manager

Project Insight Features

Check

Access Controls/Permissions

Check

Budget Management

Check

Data Import/Export

Check

Employee Management

Check

Milestone Tracking

Check

Planning Tools

Check

Strategic Planning

Check

Task Managementt

Check

Visual Workflow Management

Check

Workflow Management

Check

Process Modeling & Designing

Check

Real Time Reporting

Check

Timeline Management

Check

Activity Tracking

Check

Remote Support

PROS

  • Easy to use dashboard with clear visualizations
  • Comprehensive project management features with high competitive value.
  • Great customer support team

CONS

  • Not as customizable as some other software
  • No mobile app or web capability
  • Limited integration with third party systems

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 Pricing

Small Organization

Within Budget

Medium Organization

Within Budget

Large Organization

Within Budget

Project Insight reviews

Overall Rating

55 Reviews

Excellent
35%
Good
50%
Average
15%
Poor
0%
Terrible
0%

Guess what

January 2023

Rebecca

JeffTech

Pros:
The software has simple programs built in the system that can take of recurring tasks.
Cons:
None

No need to look anywhere else

January 2023

Vicky

Ideal User

Pros:
Their logo was pretty eye-catching.
Cons:
None

Review

December 2022

Matthew

Oncology nursing

Pros:
This software is great product. It allows the users to keep track of tasks and submit timesheets.
Cons:
It takes time to become acclimated to the platform and find your way around.

Happy experience

November 2022

Favian

Dennis motors

Pros:
The tutorials offered to employees are comprehensive . It helps in understanding the mechanism of this software. It saves time and effort.
Cons:
None

Reliable

November 2022

Charles

Digital industry

Pros:
The software has simple programs built into the system that can take of recurring tasks.
Cons:
None

We are willing to work again with them

November 2022

Alfred

Young realty

Pros:
Their developers team is fantastic. They always accommodate our requests. They understand our goals and work accordingly.
Cons:
It requires to improve its communication skills.

Innovative

November 2022

Wade

Branch head

Pros:
This sytsem keeps on adding new features or update itself that is best aspect about it.
Cons:
None

Portable app

November 2022

Alex

Marrow Inn

Pros:
The software has a mobile application that has same features offered on desktop version.
Cons:
None

Amazing

October 2022

Shane

Creatives Inn

Pros:
The client's feedback is appreciated that is best aspect about it.
Cons:
None

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.

October 2022

Jackie A.

Financial Services

Pros:
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.
Cons:
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!

October 2022

Molly P.

Information Technology and Services

Pros:
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.
Cons:
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.

Efficient

October 2022

Julia

Vice president

Pros:
It can work on multiple projects.
Cons:
None

User friendly

September 2022

Tom

Co founder

Pros:
The software has intuitive interface. It can collect data from different sources and third party software.
Cons:
None

Helpful

August 2022

William

Finance manager

Pros:
It has the features to centralize all tasks and communication in one place.
Cons:
None

Call us at

(661) 384-7070

Call us at

(661) 384-7070