Project Insight Features

Project Insight

Automate Your Work. Unify Your Data. Make Your Life Easier.

4.35/5 (53 reviews)

Competitor Feature Comparison

"What If" Scenarios
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Agile Methodologies
Alerts / Escalation
Alerts/Notifications
Appointment Management
Appointment Scheduling
Approval Process Control
Approval Workflow
Assignment Management
Automated Scheduling
Availability Management
Billable Items Tracking
Billing & Invoicing
Budget Control
Budget Management
Budgeting/Forecasting
Bug Tracking
Business Process Automation
CRM
Calendar Management
Change Management
Charting
Client Portal
Collaboration Tools
Commenting/Notes
Compliance Tracking
Configurable Workflow
Consolidation/Roll-Up
Cost-to-Completion Tracking
Create Subtasks
Customer Database
Customer History
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Document Management
Document Storage
Drag & Drop
Email Management
Employee Management
Employee Scheduling
Estimating
Expense Management
Expense Tracking
File Sharing
Financial Analysis
Financial Management
Forecasting
Forms Management
Gantt/Timeline View
Help Desk Management
Idea Management
Invoice Management
Issue Auditing
Issue Management
Issue Scheduling
Issue Tracking
Kanban Board
Leave Tracking
Milestone Tracking
Mobile Access
Mobile Alerts
Mobile App
Multi-Channel Communication
Multi-Company
Multi-Department/Project
Multi-Location
Multiple Projects
Percent-Complete Tracking
Planning Tools
Portfolio Management
Prioritization
Progress Reports
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Proposal Generation
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Receipt Management
Recurring Issues
Recurring Tasks
Reimbursement Management
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Allocation & Planning
Resource Management
Resource Scheduling
Risk Management
Role-Based Permissions
SSL Security
Search/Filter
Self Service Portal
Self-Service Reporting
Status Tracking
Summary Reports
Supports Agile
Supports Scrum
Tagging
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Time Tracking by Client
Time Tracking by Project
Timer
Timesheet Management
Traditional Methodologies
Vacation/Leave Tracking
Version Control
Workflow Configuration
Workflow Management
Learn moreCompare App
"What If" Scenarios
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Agile Methodologies
Alerts / Escalation
Alerts/Notifications
Appointment Management
Appointment Scheduling
Approval Process Control
Approval Workflow
Assignment Management
Automated Scheduling
Availability Management
Billable Items Tracking
Billing & Invoicing
Budget Control
Budget Management
Budgeting/Forecasting
Bug Tracking
Business Process Automation
CRM
Calendar Management
Change Management
Charting
Client Portal
Collaboration Tools
Commenting/Notes
Compliance Tracking
Configurable Workflow
Consolidation/Roll-Up
Cost-to-Completion Tracking
Create Subtasks
Customer Database
Customer History
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Document Management
Document Storage
Drag & Drop
Email Management
Employee Management
Employee Scheduling
Estimating
Expense Management
Expense Tracking
File Sharing
Financial Analysis
Financial Management
Forecasting
Forms Management
Gantt/Timeline View
Help Desk Management
Idea Management
Invoice Management
Issue Auditing
Issue Management
Issue Scheduling
Issue Tracking
Kanban Board
Leave Tracking
Milestone Tracking
Mobile Access
Mobile Alerts
Mobile App
Multi-Channel Communication
Multi-Company
Multi-Department/Project
Multi-Location
Multiple Projects
Percent-Complete Tracking
Planning Tools
Portfolio Management
Prioritization
Progress Reports
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Proposal Generation
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Receipt Management
Recurring Issues
Recurring Tasks
Reimbursement Management
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Allocation & Planning
Resource Management
Resource Scheduling
Risk Management
Role-Based Permissions
SSL Security
Search/Filter
Self Service Portal
Self-Service Reporting
Status Tracking
Summary Reports
Supports Agile
Supports Scrum
Tagging
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Time Tracking by Client
Time Tracking by Project
Timer
Timesheet Management
Traditional Methodologies
Vacation/Leave Tracking
Version Control
Workflow Configuration
Workflow Management
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"What If" Scenarios
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Agile Methodologies
Alerts / Escalation
Alerts/Notifications
Appointment Management
Appointment Scheduling
Approval Process Control
Approval Workflow
Assignment Management
Automated Scheduling
Availability Management
Billable Items Tracking
Billing & Invoicing
Budget Control
Budget Management
Budgeting/Forecasting
Bug Tracking
Business Process Automation
CRM
Calendar Management
Change Management
Charting
Client Portal
Collaboration Tools
Commenting/Notes
Compliance Tracking
Configurable Workflow
Consolidation/Roll-Up
Cost-to-Completion Tracking
Create Subtasks
Customer Database
Customer History
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Document Management
Document Storage
Drag & Drop
Email Management
Employee Management
Employee Scheduling
Estimating
Expense Management
Expense Tracking
File Sharing
Financial Analysis
Financial Management
Forecasting
Forms Management
Gantt/Timeline View
Help Desk Management
Idea Management
Invoice Management
Issue Auditing
Issue Management
Issue Scheduling
Issue Tracking
Kanban Board
Leave Tracking
Milestone Tracking
Mobile Access
Mobile Alerts
Mobile App
Multi-Channel Communication
Multi-Company
Multi-Department/Project
Multi-Location
Multiple Projects
Percent-Complete Tracking
Planning Tools
Portfolio Management
Prioritization
Progress Reports
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Proposal Generation
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Receipt Management
Recurring Issues
Recurring Tasks
Reimbursement Management
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Allocation & Planning
Resource Management
Resource Scheduling
Risk Management
Role-Based Permissions
SSL Security
Search/Filter
Self Service Portal
Self-Service Reporting
Status Tracking
Summary Reports
Supports Agile
Supports Scrum
Tagging
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Time Tracking by Client
Time Tracking by Project
Timer
Timesheet Management
Traditional Methodologies
Vacation/Leave Tracking
Version Control
Workflow Configuration
Workflow Management
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Mobile apps

iOS App


6 reviews

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

Project Insight Feature Reviews

25 reviewers had the following to say about Project Insight's features:

Jennifer N.

Easy to Use Project Managment tool

2021-06-15

Project Insight has allowed better tracking of projects, forecasting, timelines, gantt charts and tracking the employees time.

Pros

Clearly robust enough to do capacity and resource management while still meeting all the needs of PMO.

Cons

Need a training manual to learn all features and use the software to it's highest potential.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Project Insight


Hello Jennifer. Thank you for your review of PI. We are glad you are enjoying the robust capacity, resource management, and invoicing features in our tool. We have recently built up our training video library with over 100 video tutorials so that our users can find trainings on every feature. We are committed to helping our customers get up and running. You can also attend our weekly "Office Hours" trainings so bring your specific questions to our team. https://support.projectinsight.net/hc/en-us/articles/360029876751-PI-OFFICE-HOURS

Read more
Hina D.

Another cool application for managing projects and tasks!

2018-02-11

Pros

Project Insight helps with managing projects and tasks and help us stay track with our project timeline. Our clients use this tool and are happy with the way it allows them to participate with project team.

Cons

The reporting is great and helps see the visuals on the status of project tasks and timeline. Helps with the project billing details.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Thomas S.

Currently used by Ulster County IT department to manage projects

2015-05-29

Handles the basics of project management well - project creation, task plans (if you're familiar with MS Project this will come easily), resource planning and tracking, project status reporting, etc.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Keaton G.

Review

2021-06-01

It's helped out with project management

Pros

Invoicing, project creation, time entry, good project management tool

Cons

Need more users to be able to complete simple tasks

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Project Insight


Hello Keaton. Thank you for sharing your positive experience about PI. We are so happy that it is working for you as your project management tool. We are not positive what you mean by "only having one person who can do the integration." We have a whole team of integration specialist to help you get connected to the right tools. Please feel free to reach out to give us more information about your situation. We would be happy to help. https://projectinsight.com/support

Read more
Hetashree T.

User for time entries management

2021-06-10

Pros

All in one Project tracking tool.

Cons

Auto- Time report every month or quarterly.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott S.

PI Review

2021-06-02

Pros

One location to track time spent on a project and shared documents

Cons

The app does not allow modifying the start and complete date/time for completing a task. The title page when in a task seems to cut off the complete information if it is tool long, you need to go back to the dashboard to see the complete information

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Project Insight


Hi Scott, thanks for leaving honest feedback. The tool uses roles to decide who can edit the scheduling information. You may need to have that role to allow for editing or have your system configured to allow signees to change the dates. You may want to contact your administrator to have those rights. You could contact support also if you need more help or to submit a ticket. https://projectinsight.com/support

Read more
Rania S.

Software is intuitive, staff is VERY responsive to requests, and software is customizable.

2017-12-16

The ability to see more into project work, manage resource allocation and task completion.

Pros

Animated figures assist and coach users with software.Project Insight also makes resource allocation simple!

Cons

I suppose that if it would be possible to change the reporting features so you could set up reports in PI the way you can in Excel so export was not necessary, that would be amazing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sunny A.

Very innovative

2018-03-20

Pros

This software makes collaboration simple .

Cons

Project insight helps the custom managing. some naming conventions are not necessarily obvious.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Laura F.

Easy to learn,

2021-06-09

Imm sure theres a lot more that I could use it for- but am only using for hours/expense and project tracking

Pros

Time grid and project planning make sense and are easy to use

Cons

There are alot of option that I don’t use- and some of them, like expense tracking I do more of and so am more familiar with that.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Project Insight


Hi Laura. Thank you for reviewing Project Insight. We are so pleased to hear that the tool is working for Feist-Roche to track time and projects. If you would like help to prevent the scrolling you referred to, we would be happy to assist at http://projectinsight.com/support

Read more
Derek M.

Project Insight

2017-01-10

This product provides what we need as it relates to budget management of projects, dashboards, resource allocation and the ability to schedule.

Pros

Ease of use -- graphical interface is easy and intuitive

Cons

Cost

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Brian C.

PI Support is the Best

2018-11-20

Project Insight support has been so great.

Pros

PI has so many great tools and reports it is excellent to allow users to "deep dive" on their projects to help identify issues and tasks that may need improving.

Cons

Like most users having learned on MS Project, PI is not quite to the level of ease that MS Project provides and becomes cumbersome when changes or additions or unique schedule things are required

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Sports company, 501-1000 employees)

Project Insight quick opinion

2021-06-07

We feel this is light years ahead (for our group at least) of MS Project and management loves the visibility into all projects in process via dashboards, reports, etc.

Pros

Love that it is cloud-based, by far easier to use than MS Project, easy to assign tasks to techs in the field and have them update via mobile app, being able to have visibility into all projects in my portfolio.

Cons

PI still needs to complete their integration with MS Teams, some quirky behavior due to the fact that it is web-based, usually a page refresh is all that's needed to fix UI issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Project Insight


Thank you for this wonderful review of Project Insight. We are so happy that our tool is making your life easier and that your team and its leaders are pleased with the great results. Please always feel free to reach out. We pride ourselves on being helpful and personally available to our clients.

Read more
Harshita J.

Time Tracking

2021-06-01

I have been using project insight since 6 years and my experience has been terrific and it has really made time tracking quite efficient for me.

Pros

Easy to use, quite efficient in pulling necessary reports, easy to track daily work and hours.

Cons

Everything seems to be working good so far.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert A.

Review on PI

2019-01-10

It's efficient (as long as I enter things properly the first time). Qualitatively speaking, a good product that I would happily put to use, even if it was my choice to do so.

Pros

However, the setup for time input and scheduled non-working days/holidays works very well.

Cons

The requirement to revert to another screen area to change hours attributed to an project's task.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
TARUN S.

Love using project insight

2021-06-01

Some improvements such as fast loading while logging into the tool and easier exporting data interface can make it more awesome product.

Pros

It just takes few second to record your time daily on one or multiple projects. Interface is quite user friendly.

Cons

Also, sometimes the tool takes a lot of time to start.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Project Insight


Hello Tarun. Thank you for taking the time to review PI. We are glad that it is making time entry easier for your team at Clarivate. We are always working on ways to keep our customers delighted. A whole year's worth of timesheets is a lot of data to process. Hopefully, you have been getting the answers you need about that process. If not, please reach out to us at https://projectinsight.com/support

Read more
Duong T.

need improve mobile app

2021-06-01

Pros

the web graphic user interface is easy to use

Cons

mobile app is difficult to track time and hours

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Project Insight


Thank you, Duong for taking the time to share your great experience using PI. As for the mobile app and time entry, we are sorry the process doesn't seem as easy as it does on the desktop. We are committed to continuing to improve both our mobile and desktop experience. If you would like to provide more specific feedback, please reach out to us at https://projectiinsight.com/support

Read more
Raghava K.

Time Tracking against Task

2021-06-02

Pros

Easy to track task and submit timesheets.

Cons

Instead of weekly , monthly view would have been more easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Automotive company, 51-200 employees)

PMO Tool - Project Insight

2018-11-20

We have been using project insight for nearly 3 years now, where the support has been excellent.

Pros

The tool is easy to navigate and can generate reports, thereby reducing manual work.

Cons

The export functionality can be restrictive at time which some customised featured should be standard.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
John-Paul P.

True Team Project Collaboration With Real-Time Performance Monitoring

2015-08-05

Project Insight enables our project managers to quickly create plans from templates in order to monitor the progress of tasks and ensure project performance is maintained throughout.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Matt D.

Collaboration helps with keeping everyone updated

2017-02-01

Project Insight is good for communicating the needs with other colleagues.

Pros

Great for team communication and collaboration.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Project Insight

Must use application for managing your activities within your team.

Source: Software Advice
Helpful?   Yes   No
Read more
Stan G.

Clean user experience; Great graphical statistics!

2017-01-16

Reporting through Gantt charts helps further understanding the statistics and make this system look good.

Pros

Statistics are easy to understand via the graphical chart format.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10

Recommendations to others considering Project Insight

Since it is clean and nice, you can understand how to use it very easily!

Source: Software Advice
Helpful?   Yes   No
Read more
Ankit D.

Basis of Project Insight

2021-06-03

Pros

Helps in time mangement and project management which is a +

Cons

Agile Methodologies, forecasting least used

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Tom S.

Excellent Portfolio Management

2021-06-01

Pros

We can also plan multi year projects with escalating rates by resource type.

Cons

Sometimes reporting doesn't always seem to get you to where you need to go.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Project Insight


Hi Tom. Thank you so much for providing an experiences user's perspective of PI. We are so happy that our planning and forecasting tools are working for SL-serco. Thanks for mentioning our weekly "Office Hours" live support time. We are available whenever you need us at https://projectinsight.com/support

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David A.

This is great Project Management that support PMBOK!

2018-03-14

This is great software for Project Managers that supports PMBOK!

Pros

This software makes collaboration simple and fun.

Cons

I would like to see a mobile app for the Android market.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Dindo C.

Best Solution for Project Management !

2018-06-08

A nice software to monitor your projects from start up to end !

Pros

I like the most with this Product is that it really helps us in task dissemination in each team members wherein it also provide access on real time reports.

Cons

So far, there's nothing negative feedback i can say with regards to it's functionality, instead it is very helpful and user-friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more