Counterpart Insight - 2026 Pricing, Features, Reviews & Alternatives

REPORTING
Counterpart Insight™ captures the data through multiple points of entry into a single easily accessible place online. You can view dynamic, accurate reports at any time. There is no time lost caused by the person compiling a report having to gather and reformat information from other media into presentation media format. Less meetings are required as the Execs can be given read only access to login and view status at any time.

Counterpart Insight™ has a selection of pre-defined reporting templates out of the box. These display dynamic project data. Each reporting template shows the same categories of information across all the projects so it’s easy to compare apples with apples. The reports are filterable so it’s possible to refine for project stats across a date range or by business dept or program or portfolio.

Counterpart Insight™ resource reports show you who is scheduled, or working on what and when. You'll be able to see what activities take the most time in your org and even extrapolate who is most efficient. Plan ahead confidently whether to recruit if you are under resourced or need to cut back on headcount.

DYNAMIC SCHEDULING FUNCTIONALITY
Dynamic accurate scheduling and automated notifications. When planning tasks, use the resource scheduling functionality to dynamically check availability and skillset for all the resources that you need to complete all the tasks in your project. You can be certain that the people are free and available and aware as they receive a notification to let them know that you need their time.

TIMESHEETS
Are automatically updated as individuals activities are updated.

DOCUMENT / DATA MANAGEMENT
Attach documents directly to each project. Easy to find in one logical place for continuity irrespective of who placed what where.

PORTFOLIO BUDGET MANAGEMENT
Is a tool that helps you track monthly actuals against budget so you can tightly manage your financial performance and ensure your business stay on track. You are also able to see a real-time overview of your financial health in the business budget overview dashboard, ensuring you don’t miss a thing.
Our software quickly evaluates project performance across your whole portfolio. Clear reports provide real time visibility on potential risks and overall quality of your initiatives and help you define the overall success of your organisation’s strategies.

PROJECT GOVERNANCE AND SECURITY
Counterpart Insight™ gives you control of your project governance and security. Create and re-use library of proven project templates with flexible project routing utilizing configurable approval rules. Establish alternate workflows appropriate to project size and complexity. Our secure platform is ISO & SOC Compliant and all data encrypted in transit and at rest. Insight™ allows you to define access using role-based security we can also integrate with Active Directory for single sign-on.