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Project Insight

Connect your org-wide project data to trust your reports.

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Table of Contents

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: October 2026

Project Insight overview

What is Project Insight?

Project Insight is strategic project and portfolio management software for growing companies that need a complete, dynamic picture of work across their organization. Centralize project data, automate manual workflows, and connect existing systems into a project data backbone for trustworthy reporting, forecasting, executive decisions, and AI analysis.

Manage projects, programs, and portfolios in one strategic PPM command center. Connect business goals to the work you fund and deliver. Prioritize investments, plan resources and budgets, coordinate execution, and track whether work achieves its intended outcomes.

Plan and deliver project work

Build project plans, assign tasks, manage dependencies and schedules, and track milestones, progress, and risks. Give team members personalized worklists that update as assignments and priorities change. Use reusable templates and automated workflows to support consistent delivery across teams.

Connect the tools your teams already use

Integrate with Jira, Azure DevOps, Microsoft Project, Salesforce, ServiceNow, NetSuite, HubSpot, QuickBooks Online, and other business tools. Teams can continue working in their preferred systems while Project Insight connects information for shared planning and reporting. Reduce duplicate entry, manual handoffs, and time spent chasing status updates.

Plan resources and capacity

Understand current commitments and whether your organization has the capacity to take on new work. Account for roles, skills, availability, time off, and project demand. Forecast workloads, identify staffing gaps, and use resource suggestions to find available, qualified people. Test resource and scheduling changes with what-if scenarios before changing live plans.

Track budgets, time, and financial performance

Connect budgets, labor costs, time, expenses, revenue, and forecasts to project execution. Compare planned versus actual costs and effort, monitor financial health, and understand how delivery affects profitability. For client work, connect requests, proposals, project delivery, time tracking, and billing workflows from intake to invoice.

Connect strategy to results

Evaluate proposed initiatives using business cases, strategic fit, expected benefits, costs, risks, and capacity. Bring scoring and approvals into investment decisions. Review delivery progress alongside financial performance and intended outcomes so leaders can decide what to fund, defer, continue, change, or stop.

Automate work and use AI assistance

Reduce administrative work with notifications, approvals, templates, and cross-system syncing. Use AI assistance to create project plans and reusable templates and turn meeting transcripts into documented risks, decisions, action items, and follow-ups. Intelligent Scheduling helps teams adjust timelines as commitments change.

Report from connected project data

Use cross-project Gantt charts, capacity views, financial reports, scorecards, Kanban boards, status dashboards, and portfolio views. Give project managers, operations, finance, and executives a shared picture of priorities, progress, resources, budgets, and risks without rebuilding reports in spreadsheets.

Configure the platform around your business

Customize fields, forms, workflows, dashboards, reports, templates, permissions, and integrations for different teams and project types. Start with core project management and expand into resource planning, financial tracking, integrations, automation, and strategic PPM. Expert onboarding, configuration support, and role-based training help teams build lasting adoption.

Starting price

9per user /
per month

view pricing plans

try for free

Alternatives

Project Insight’s user interface

Ease of use rating:

4.5

(94)

Project Insight review summaries overview

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

Overall rating

Reviews sentiment

1-2(1)

3-4(40)

5(53)

What do users say about Project Insight?

Users report Project Insight offers robust project and task management, with real-time tracking, resource allocation, and comprehensive dashboards that help teams stay organized and on schedule. They find its reporting capabilities strong, allowing for customizable reports and clear project visibility, though some wish for more flexibility in report creation and chart customization.

Reviewers appreciate the platform’s ease of use, intuitive interface, and responsive customer support, noting helpful onboarding resources and regular office hours. They mention a learning curve for advanced features and initial setup, but say ongoing training materials and support make adoption smoother for most teams.

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Who uses Project Insight?

Based on 94 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Information Technology and Services

Computer Software

Market Research

Banking

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:

Multiple projects

4.9

(15)

Task management

4.6

(43)

Progress tracking

4.3

(9)

Dashboard

4.3

(15)

Project planning

4.3

(8)

Prioritization

4.3

(25)

Gantt/Timeline view

3.9

(7)

Collaboration tools

4.3

(23)

Time & expense tracking

4.3

(7)

Milestone tracking

4.0

(5)

All Project Insight features

Features rating:

4.4

(94)

Access controls/permissions

3.0

(1)

Accounting

(0)

Accounting integration

(0)

Activity dashboard

(0)

Activity tracking

3.5

(2)

Ad hoc reporting

(0)

Agile methodologies

4.1

(11)

Alerts/Escalation

(0)

Alerts/Notifications

4.0

(5)

API

(0)

Appointment scheduling

(0)

Approval process control

(0)

Approval workflow

(0)

Assignment management

5.0

(2)

Automated scheduling

(0)

Availability management

(0)

Billable items tracking

(0)

Billing & invoicing

4.3

(6)

Budgeting/Forecasting

4.0

(1)

Budget management

4.7

(7)

Calendar management

4.5

(17)

Capacity management

3.5

(4)

Change management

(0)

Charting

(0)

Client portal

3.0

(1)

Collaboration tools

4.3

(23)

Commenting/Notes

4.3

(3)

Configurable workflow

(0)

Consolidation/Roll-Up

(0)

Cost-to-Completion tracking

4.0

(1)

CRM

(0)

Customer database

5.0

(5)

Customizable branding

5.0

(2)

Customizable fields

4.6

(11)

Customizable forms

(0)

Customizable reports

4.5

(2)

Customizable templates

(0)

Dashboard

4.3

(15)

Dashboard creation

(0)

Data import/export

4.0

(3)

Data visualization

5.0

(1)

Deadline management

(0)

Document management

4.4

(13)

Document storage

(0)

Drag & drop

(0)

Due date tracking

5.0

(2)

Email management

(0)

Employee management

(0)

Employee scheduling

(0)

Estimating

(0)

Expense management

(0)

Expense tracking

(0)

File management

4.3

(3)

File sharing

4.0

(2)

Financial analysis

5.0

(2)

Financial management

(0)

Forecasting

4.3

(10)

For it project management

5.0

(1)

For nonprofits

(0)

Gantt/Timeline view

3.9

(7)

Generative ai

(0)

Help desk management

(0)

Idea management

4.6

(5)

Invoice management

(0)

Issue auditing

(0)

Issue management

4.0

(1)

Issue scheduling

(0)

Issue tracking

(0)

Kanban board

3.5

(2)

Key performance indicators

5.0

(1)

Leave tracking

(0)

@mentions

(0)

Milestone tracking

4.0

(5)

Mobile access

4.8

(4)

Mobile app

(0)

Monitoring

(0)

Multi-Channel communication

(0)

Multi-Company

(0)

Multi-Currency

(0)

Multi-Department/Project

(0)

Multi-Location

(0)

Multiple projects

4.9

(15)

Percent-Complete tracking

4.0

(1)

Performance metrics

3.0

(1)

Planning Tools

(0)

Portfolio management

4.0

(3)

Predictive analytics

(0)

Prioritization

4.3

(25)

Productivity analysis

(0)

Progress tracking

4.3

(9)

Projections

(0)

Project management

4.2

(9)

Project planning

4.3

(8)

Project planning/scheduling

4.7

(18)

Project templates

(0)

Project time tracking

(0)

Project tracking

(0)

Project workflow

(0)

Proposal generation

(0)

Purchase order management

(0)

QuickBooks integration

(0)

Quotes/Estimates

(0)

Real-Time data

(0)

Real-Time notifications

1.0

(1)

Real-Time reporting

(0)

Real-time scheduling

5.0

(4)

Real-Time updates

5.0

(6)

Receipt management

(0)

Recurring issues

5.0

(1)

Recurring tasks

4.4

(5)

Reimbursement management

5.0

(1)

Reminders

(0)

Remote support

5.0

(2)

Reporting/Analytics

(0)

Reporting/Project tracking

4.6

(23)

Reporting & statistics

3.0

(1)

Requirements management

3.5

(2)

Resource allocation & planning

5.0

(1)

Resource management

4.1

(15)

Resource scheduling

4.2

(5)

Risk management

4.3

(3)

Role-Based permissions

(0)

Scenario planning

(0)

Search/Filter

(0)

Self service portal

(0)

Self-Service reporting

(0)

Service level agreement (sla) management

(0)

Skills tracking

3.8

(4)

SSL security

(0)

Status tracking

4.0

(2)

Summary Reports

(0)

Supports scrum

(0)

Tagging

(0)

Task management

4.6

(43)

Task Planning

(0)

Task progress tracking

4.0

(1)

Task scheduling

4.3

(3)

Template management

4.5

(2)

Testing/QA management

(0)

Third-Party integrations

3.0

(1)

Time Clock

(0)

Time & expense tracking

4.3

(7)

Timer

(0)

Timesheet management

5.0

(2)

Time tracking

(0)

Time tracking by client

(0)

Time tracking by project

(0)

To-Do list

(0)

Traditional methodologies

(0)

User management

4.5

(2)

Vacation/Leave tracking

(0)

Version control

(0)

Visualization

(0)

"What if" scenarios

(0)

Workflow management

(0)

Project Insight alternatives

Project Insight

4.5

(94)

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Starting from

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Per month

Free trial

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Ease of Use

4.4

Features

4.4

Value for Money

4.5

Customer Support

4.5

Zoho Projects

4.5

(878)

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Per month

Free trial

Free version

Ease of Use

4.3

Features

4.4

Value for Money

4.4

Customer Support

4.2

Smartsheet

4.5

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Per month

Free trial

Free version

Ease of Use

4.3

Features

4.4

Value for Money

4.4

Customer Support

4.3

monday AI Work Platform

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Free version

Ease of Use

4.5

Features

4.5

Value for Money

4.3

Customer Support

4.4

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Zoho Projects

4.5

(878)

Zoho Projects is an online project management tool that helps teams plan, track, and collaborate on tasks with ease.

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Smartsheet

4.5

(3.5K)

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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 Items
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

Enterprise

Contact Vendor for Pricing

Features included:

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
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

User opinions about Project Insight price and value

Value for money rating:

4.5

(94)

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

“The platform offers intelligent scheduling features, allowing for easy adjustments to shift schedules through drag-and-drop, double-click, or right-click actions, ensuring that all task dependencies are considered and project timelines are automatically updated.”

Oluwaseun A.

Information technology

“The interface of the program was in my opinion should be a bit more clean, especially when running a few of the larger project files.”

Kamini V.

Software Engineer

Project Insight integrations (32)

Integrations rated by users

We looked at 94 user reviews to identify which products are mentioned as Project Insight integrations and how users feel about them.

Microsoft Teams

Integration rating: 4.8 (4)

Microsoft 365

Integration rating: 4.5 (4)

Microsoft Excel

Integration rating: 5.0 (3)

“Easy to integrate and merge data to labels.”

Donald S.

President

Microsoft Outlook

Integration rating: 4.0 (2)

Jira

Integration rating: 5.0 (2)

“Integrating Okta with Jira enables SAML single sign-on across the Atlassian cloud, letting engineers access sprint backlogs with unified credentials.”

Rowan D.

Software Engineer