Project Insight

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.

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.

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 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.

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.

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.

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.

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.

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 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.