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Project Insight Logo

Cloud-based software for managing projects and related tasks

Table of Contents

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Is this product right for your business?

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Project Insight - 2026 Pricing, Features, Reviews & Alternatives

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

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

Alternatives

with better value for money

Project Insight’s user interface

Ease of use rating:

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?

Users say Project Insight streamlines project and task management, offering strong visibility, real-time tracking, and effective resource allocation across teams. They find it helpful for reporting, collaboration, and keeping projects organized, though some mention initial setup and onboarding can be complex and require training. They appreciate its customizable features and integration options, but note some limitations in workflow customization and reporting flexibility.

Reviewers indicate the platform is generally easy to use, with a clean interface and helpful support resources, including responsive customer service and training materials. They report occasional navigation challenges and a learning curve for new users, but feel ongoing support helps address these issues.

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
Reporting/Project tracking
Project planning/scheduling
Resource management
Multiple projects
Project management

All Project Insight features

Features rating:

Task scheduling
Status tracking
Customer database
Customizable branding
Assignment management
Customizable fields
Customizable reports
Data visualization
Resource allocation & planning
Timesheet management
Reimbursement management
Recurring issues
For it project management
Real-Time updates
Percent-Complete tracking
Progress tracking
Access controls/permissions
Dashboard
Budget management
Project planning
Forecasting
Collaboration tools
Gantt/Timeline view
Real-time scheduling
Resource scheduling
Prioritization
Document management
Calendar management
Financial analysis
Alerts/Notifications
Agile methodologies
Billing & invoicing
Commenting/Notes
Activity tracking
Mobile access
Data import/export
Time & expense tracking
Kanban board
Portfolio management
Milestone tracking
Vacation/Leave tracking
Project templates
Workflow management
Version control
Real-Time reporting
Real-Time notifications
Real-Time data
Quotes/Estimates
Project time tracking
Visualization
QuickBooks integration
Purchase order management
Proposal generation
Projections
Project workflow
Project tracking
Task progress tracking
Task Planning
Supports scrum
Summary Reports
Testing/QA management
SSL security
Third-Party integrations
Time tracking
Self-Service reporting
Time tracking by client
Self service portal
Time tracking by project
Search/Filter
Timer
Role-Based permissions
Risk management
Requirements management
Reporting/Analytics
Reporting & statistics
Reminders
Traditional methodologies
Receipt management
Deadline management
Dashboard creation
Customizable templates
Customizable forms
CRM
Cost-to-Completion tracking
Consolidation/Roll-Up
Client portal
Charting
Change management
Budgeting/Forecasting
Billable items tracking
Availability management
Automated scheduling
Approval workflow
Approval process control
Appointment scheduling
API
Alerts/Escalation
Ad hoc reporting
Activity dashboard
Accounting integration
Accounting
"What if" scenarios
Planning Tools
Multi-Location
Multi-Department/Project
Multi-Company
Multi-Channel communication
Monitoring
Mobile app
Leave tracking
Issue tracking
Issue scheduling
Issue management
Issue auditing
Invoice management
Help desk management
Financial management
File sharing
Expense tracking
Expense management
Estimating
Employee scheduling
Employee management
Email management
Drag & drop
Document storage

Project Insight awards

Project Insight alternatives

Project Insight logo

Starting from

9

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
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Empty state illustration for "No pricing info"

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Free version
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Features
Value for Money
Customer Support

Project Insight pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

FREE

0.00

Contact vendor for more details

Pro

9

/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

19

/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

Empty state illustration for "No pricing info"

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:

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.”
BC

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.”
RS

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.

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

SS

Satyam S.

Associate

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.

SS

Steven S.

Director, Strategic Operations and Project Management

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.

MP

Milton P.

VP Ops

Jira logo
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.

KV

Karen V.

IT Program Manager

Integration rating: 4.0 (2)

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

Project Insight support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Email/Help Desk
FAQs/Forum
Phone Support

Training options

Videos
Live Online
Webinars
In Person
Documentation

Project Insight FAQs

Q. What type of pricing plans does Project Insight offer?

Project Insight has the following pricing plans:
Starting from: $9.00/month
Pricing model: Free, Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of Project Insight?

Project Insight has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does Project Insight support?

Project Insight supports the following languages:
English, French, Korean, Spanish


Q. Does Project Insight support mobile devices?

Project Insight supports the following devices:
Android, iPad, iPhone


Q. Does Project Insight offer an API?

Yes, Project Insight has an API available for use.


Q. What other apps does Project Insight integrate with?

Project Insight integrates with the following applications:
Microsoft SharePoint, Microsoft Outlook, Microsoft OneNote, Dropbox Business, Jira, Microsoft PowerPoint, Microsoft Azure, PageProof, Microsoft Planner, QuickBooks Online Advanced, Gmail, Oracle Service, Docusign, Salesforce.org Nonprofit Cloud, OneDrive, Trello, Google Drive, Box, Dynamics 365, NetSuite, Microsoft Teams, QuickBooks Enterprise, Slack, Microsoft 365, Azure DevOps Server, Basecamp, SAP Concur, Zendesk Sell, ServiceNow, QuickBooks Online, Salesforce.org Education Cloud, Microsoft Power BI, PandaDoc, Microsoft Word, QuickBooks Online Accountant, Zendesk Suite, Microsoft Excel


Q. What level of support does Project Insight offer?

Project Insight offers the following support options:
Knowledge Base, Email/Help Desk, FAQs/Forum, Phone Support

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