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Project Insight

Cloud-based software for managing projects and related tasks

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Is this product right for your business?

Find out with a

Project Insight - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

Project Insight overview

What is Project Insight?

Project Insight (PI) is award-winning work & project management software that makes your life easier by centralizing your work, tasks, and projects in one easy-to-use online platform. Popular features include intelligent scheduling, project budgeting, time & expense tracking, capacity planning, client rate management, project billing, and more. PI offers a completely FREE expandable version and a full-featured enterprise edition to meet the needs of small, medium, and large businesses.

PI’s out of the box integrations, REST API, and extensive automation capabilities keep your team working together effectively. PI can seamlessly aggregate work from your CRM, accounting, DevOps, support, and HR software tools like Zendesk Sell, Salesforce, NetSuite, QuickBooks, Azure DevOps, Jira and others.

PI also provides a robust mobile app with the same standard features as the PI desktop so your team can work better on the go.

Key benefits of using Project Insight

• PI's core project tools get your team planning, tracking, and communicating about work being done all in one place, giving a full picture of projects and work.

• PI's program/portfolio management tools quickly provide decision makers with insights they need

• PI's powerful integration tools ingest data from many popular 3rd-party apps, creating a holistic view of ALL work throughout the enterprise, not just the native PI project tools

• PI's core integrations with CRM & Accounting systems seamlessly bridge the gaps between key work stages (SELL-WORK-BILL)

• PI offers extensive customizations for fields, dashboards, reporting, and more to help you meet the specific requirements for your business processes.

• PI offers a completely FREE expandable version so companies can grow with PI as their company needs evolve

Starting price

9per user /
per month

view pricing plans

try for free

Alternatives

Project Insight’s user interface

Ease of use rating:

4.5

(93)

Project Insight pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(1)

3-4(40)

5(52)

What do users say about Project Insight?

Project Insight has significantly improved our ability to manage workloads, align cross-functional projects, and track capacity with clarity.

Select to learn more

Who uses Project Insight?

Based on 93 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Computer Software

Information Technology and Services

Legal Services

Electrical/Electronic Manufacturing

Others

Use cases

Project Management

Project Planning

Project Tracking

Scheduling

Budgeting

Project Insight's key features

Most critical features, based on insights from Project Insight users:

Task management

4.6

(43)

Reporting/Project tracking

4.6

(23)

Project planning/scheduling

4.7

(18)

Resource management

4.0

(14)

Multiple projects

4.9

(15)

Project management

4.2

(9)

All Project Insight features

Features rating:

4.4

(93)

Task scheduling

4.3

(3)

Status tracking

4.0

(2)

Customer database

5.0

(5)

Customizable branding

5.0

(2)

Assignment management

5.0

(2)

Customizable fields

4.6

(11)

Customizable reports

4.5

(2)

Data visualization

5.0

(1)

Resource allocation & planning

5.0

(1)

Timesheet management

5.0

(2)

Reimbursement management

5.0

(1)

Recurring issues

5.0

(1)

For it project management

5.0

(1)

Real-Time updates

5.0

(5)

Percent-Complete tracking

4.0

(1)

Progress tracking

4.4

(8)

Access controls/permissions

3.0

(1)

Dashboard

4.3

(15)

Budget management

4.7

(7)

Project planning

4.3

(8)

Forecasting

4.3

(10)

Collaboration tools

4.2

(22)

Gantt/Timeline view

3.9

(7)

Real-time scheduling

5.0

(4)

Resource scheduling

4.2

(5)

Prioritization

4.3

(24)

Document management

4.4

(13)

Calendar management

4.5

(17)

Financial analysis

5.0

(2)

Alerts/Notifications

4.0

(5)

Agile methodologies

4.1

(11)

Billing & invoicing

4.3

(6)

Commenting/Notes

4.3

(3)

Activity tracking

3.5

(2)

Mobile access

4.8

(4)

Data import/export

4.0

(3)

Time & expense tracking

4.3

(7)

Kanban board

3.5

(2)

Portfolio management

4.0

(3)

Milestone tracking

4.0

(5)

Vacation/Leave tracking

(0)

Project templates

(0)

Workflow management

(0)

Version control

(0)

Real-Time reporting

(0)

Real-Time notifications

1.0

(1)

Real-Time data

(0)

Quotes/Estimates

(0)

Project time tracking

(0)

Visualization

(0)

QuickBooks integration

(0)

Purchase order management

(0)

Proposal generation

(0)

Projections

(0)

Project workflow

(0)

Project tracking

(0)

Task progress tracking

4.0

(1)

Task Planning

(0)

Supports scrum

(0)

Summary Reports

(0)

Testing/QA management

(0)

SSL security

(0)

Third-Party integrations

3.0

(1)

Time tracking

(0)

Self-Service reporting

(0)

Time tracking by client

(0)

Self service portal

(0)

Time tracking by project

(0)

Search/Filter

(0)

Timer

(0)

Role-Based permissions

(0)

Risk management

4.3

(3)

Requirements management

3.0

(1)

Reporting/Analytics

(0)

Reporting & statistics

3.0

(1)

Reminders

(0)

Traditional methodologies

(0)

Receipt management

(0)

Deadline management

(0)

Dashboard creation

(0)

Customizable templates

(0)

Customizable forms

(0)

CRM

(0)

Cost-to-Completion tracking

4.0

(1)

Consolidation/Roll-Up

(0)

Client portal

3.0

(1)

Charting

(0)

Change management

(0)

Budgeting/Forecasting

4.0

(1)

Billable items tracking

(0)

Availability management

(0)

Automated scheduling

(0)

Approval workflow

(0)

Approval process control

(0)

Appointment scheduling

(0)

API

(0)

Alerts/Escalation

(0)

Ad hoc reporting

(0)

Activity dashboard

(0)

Accounting integration

(0)

Accounting

(0)

"What if" scenarios

(0)

Planning Tools

(0)

Multi-Location

(0)

Multi-Department/Project

(0)

Multi-Company

(0)

Multi-Channel communication

(0)

Monitoring

(0)

Mobile app

(0)

Leave tracking

(0)

Issue tracking

(0)

Issue scheduling

(0)

Issue management

4.0

(1)

Issue auditing

(0)

Invoice management

(0)

Help desk management

(0)

Financial management

(0)

File sharing

4.0

(2)

Expense tracking

(0)

Expense management

(0)

Estimating

(0)

Employee scheduling

(0)

Employee management

(0)

Email management

(0)

Drag & drop

(0)

Document storage

(0)

Project Insight awards

Professional Services Automation

81/100

Time and Expense

86/100

IT Project Management

80/100

Project Insight alternatives

Project Insight

4.5

(93)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.5

Customer Support

4.5

Clockify

4.8

(9.2K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Jira

4.4

(15.3K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Asana

4.5

(13.5K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Project Insight pricing

Value for money rating:

4.5

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

FREE

0.00

Contact vendor for more details

Pro

/user

Per month

Features included:

Custom Fields
Unlimited Project and Task Management
Unlimited Project Templates
Unlimited Views: Gantt, Planning board, Calendar, Assignment, Issues
Unlimited Activity
Unlimited Comments
Intelligent Scheduling
Task Dependencies
Start and End Dates
Email Integration and Notifications
Microsoft 365 Integration
Microsoft Teams and Notifications
Slack Integration and Notifications
Mobile App and Notifications
Document management
Customizable reporting
Cloud Storage
Companies
Milestones
Date, Number & Currency Formatting
Favorites
Groups
Resource directory
Adminstrative Dashboard
Advanced Search
Shortcuts
SOC2 Security Compliance
Self-help Resources
Monthly Feature Webinars
Extensive Video Tutorial Library
Uptime Service Level Agreement
Budgeting and Costing
Expense Entry and Reporting
Time Tracking and Timesheets
Work Timers
Project Status
Project Roles
Resources Types
Impersonate Users
Locations
Appointment Calendar & Scheduling
Service Location Dispatching
Mobile Device Receipt Capture AI
Signature Capture AI
File Management
Weekly "Office-Hours" Live Training
Support Tickets

Business

/user

Per month

Features included:

Custom Fields
Unlimited Project and Task Management
Unlimited Project Templates
Unlimited Views: Gantt, Planning board, Calendar, Assignment, Issues
Unlimited Activity
Unlimited Comments
Intelligent Scheduling
Task Dependencies
Start and End Dates
Email Integration and Notifications
Microsoft 365 Integration
Microsoft Teams and Notifications
Slack Integration and Notifications
Mobile App and Notifications
Document management
Customizable reporting
Cloud Storage
Companies
Milestones
Date, Number & Currency Formatting
Favorites
Groups
Resource directory
Adminstrative Dashboard
Advanced Search
Shortcuts
SOC2 Security Compliance
Self-help Resources
Monthly Feature Webinars
Extensive Video Tutorial Library
Uptime Service Level Agreement
Budgeting and Costing
Expense Entry and Reporting
Time Tracking and Timesheets
Work Timers
Project Status
Project Roles
Resources Types
Impersonate Users
Locations
Appointment Calendar & Scheduling
Service Location Dispatching
Mobile Device Receipt Capture AI
Signature Capture AI
File Management
Weekly "Office-Hours" Live Training
Support Tickets
Invoice Records and Billing
QuickBooks Online Integration
Portfolio Management
Program Management
Approvals and Approval Templates
Issue Tracking
Project Requests
Proposals & Proposal Templates
Project and Task Types
Project Baselines
Project Phases
Project Priorities
Project Sponsors
Personalized Dashboards
Departments
PTO Tracking
Placeholder Resources
Team Assignments
Sprints and Scrum Features
REST API Access
To-dos
Work Status
Custom Items

Enterprise

No pricing info

Features included:

Custom Fields
Unlimited Project and Task Management
Unlimited Project Templates
Unlimited Views: Gantt, Planning board, Calendar, Assignment, Issues
Unlimited Activity
Unlimited Comments
Intelligent Scheduling
Task Dependencies
Start and End Dates
Email Integration and Notifications
Microsoft 365 Integration
Microsoft Teams and Notifications
Slack Integration and Notifications
Mobile App and Notifications
Document management
Customizable reporting
Cloud Storage
Companies
Milestones
Date, Number & Currency Formatting
Favorites
Groups
Resource directory
Adminstrative Dashboard
Advanced Search
Shortcuts
SOC2 Security Compliance
Self-help Resources
Monthly Feature Webinars
Extensive Video Tutorial Library
Uptime Service Level Agreement
Budgeting and Costing
Expense Entry and Reporting
Time Tracking and Timesheets
Work Timers
Project Status
Project Roles
Resources Types
Impersonate Users
Locations
Appointment Calendar & Scheduling
Service Location Dispatching
Mobile Device Receipt Capture AI
Signature Capture AI
File Management
Weekly "Office-Hours" Live Training
Support Tickets
Invoice Records and Billing
QuickBooks Online Integration
Portfolio Management
Program Management
Approvals and Approval Templates
Issue Tracking
Project Requests
Proposals & Proposal Templates
Project and Task Types
Project Baselines
Project Phases
Project Priorities
Project Sponsors
Personalized Dashboards
Departments
PTO Tracking
Placeholder Resources
Team Assignments
Sprints and Scrum Features
REST API Access
To-dos
Work Status
Custom Items
Cross-project Dependencies
Resource and Capacity Management
Critical Path Tools
Workflow Automations
File Version Control
Project Health
Project Scorecard
Risk Matrix
Client View/Client User
Private Projects
Mobile Appointment Rescheduling
Notification Configuration
Notification Template Customization
Custom Add-ons
Branded Forms
Branded Reporting Templates
Share Automated Reports Externally
Custom Form Label
Customizations
Language Translation
Dedicated Customer Success Manager
HTML Pages
JavaScript and CSS Customization
SSO with Azure Active Directory
SSO with Microsoft
SSO with SAML Protocol
Google Authenticator SSO
Security Options
Two-factor Authentication
Login Protection
IP Restrictions
HIPAA
Jira Integration
PageProof Integration
QuickBooks Desktop Integration
Salesforce Integration
Trello Integration
Zendesk Sell Integration
Zendesk Support Integration

User opinions about Project Insight price and value

Value for money rating:

4.5

(93)

To see what individual users think of Project Insight's price and value, check out the review snippets below.

“They continue to help find ways to help my company improve through the use of their software that together I know my company will eventually get to the improved level we want to be.”

Brian C.

PMO Portfolio Manager

“There is so much I could say about Project Insight - I have enjoyed using it tremendously. The software won the CODiE award for best Project Management solution in 2017.”

Rania S.

IT Project Manager

Project Insight integrations (37)

Integrations rated by users

We looked at 93 user reviews to identify which products are mentioned as Project Insight integrations and how users feel about them.

Microsoft 365

Integration rating: 4.5 (4)

“We can get all our drive documents at one place along with this we can get all email access as well”

Satyam S.

Associate

Microsoft Teams

Integration rating: 4.8 (4)

“Our resource user base is in Teams and it allows for them to not have to keep a web browser open to view and update their task list.”

Steven S.

Director, Strategic Operations and Project Management

Microsoft Excel

Integration rating: 5.0 (2)

“Integration with Microsoft 365 is crucial for maximizing productivity and streamlining workflows. It allows seamless connectivity with tools like Outlook, Teams, Excel, and SharePoint.”

Milton P.

VP Ops

Jira

Integration rating: 5.0 (2)

“We use both JSM and Atlassian for ticket tracking and Scrum projects. We link them to PI in order to add tasks and hours.”

Karen V.

IT Program Manager