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: 

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 

  • Free
  • Enterprise
$
0 / month
$
45 / user/month
  • Unlimited Users
  • Tasks, Gantt, Issues
  • Kanban & Status Boards
  • Slack Integration
  • SaaS & Mobile App
  • Community & Help Center
  • Advanced Capacity Planning
  • Cross Project Dependencies
  • Notification Customization
  • Connect With Popular Apps
  • JavaScript & CSS Customization
  • Dedicated Success Manager

Disclaimer: Prices are subject to change. 

Project Insight Features

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Access Controls/Permissions

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Budget Management

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Data Import/Export

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Employee Management

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Time Tracking

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Collaboration

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File Sharing

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Data Visualization

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Task Management

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Customizable Workflows

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Project Templates

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Issue Tracking

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Reporting

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Resource Allocation

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Activity Tracking

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Alerts/Notifications

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Project Scheduling

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Task Dependencies

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Mobile App

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Dashboards

PROS

CONS

  • Easy-to-use interface 
  • Exporting data can be complex
  • Customizable reports  
  • Seldom customer service shortfalls, according to some Project Insight reviews 
  • Robust project management features 
  • Excellent customer support 
  • Great for resource management

Frequently Asked Questions (FAQs)

Does Project Insight offer an API?

Yes, the software has a Rest API available for use.

Does Project Insight support mobile devices?

The software supports mobile devices.

What language does Project Insight support?

The software supports the English language.

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 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.

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.

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.

Project Insight Pricing

Small Organization

Within Budget

Medium Organization

Within Budget

Large Organization

Within Budget

Project Insight reviews

Overall Rating

56 Reviews

Excellent
40%
Good
50%
Average
10%
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 clients 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 havent 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 doesnt 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