Project Insight Reviews - Page 2

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Planning and adding of assignee can be adjusted and fixed.

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I must say that time entries can be worked more to use this perfectly. The interface is easy but managing time does not work superb.

Ease of use -- graphical interface is easy and intuitive

Cost

Project Insight is an excellent software which lets a team work on a project (mostly IT related) remotely with full efficiency due to it excellent portfolio and resource management and real time reports. Apart from its high degree of customization it also readily integrates with third party apps like MS Outlook, QuickBooks, etc. It comes with different subscription packages, so you pay for the features that you need. It also has a free version for those who just want to use its basic features.

Project Insight haven't got much issues to it but It is not easy to use it for novice users and thus have a certain learning curve which can be improved by making its UI more intuitive.

Thank you, Aatif. We are glad you are enjoying the tool. We just updated our user interface to make everything so much more intuitive. Please always feel free to reach out to us at support: https://support.projectinsight.net

We have a variety of clients that require small scale and large scale projects. PI offers excellent planning tools to setup projects and forecast staff utilization. We can also plan multi year projects with escalating rates by resource type. This provides a true picture for us to see how we are performing based on quote/budget.

Configuration of the product can be cumbersome. It does take a while to locate all the add ons you may want and configure them properly. Sometimes reporting doesn't always seem to get you to where you need to go. That being said, a weekly office hour session is offered and has been a big help for us to keep learning and moving forward. You definitely have to use this to know what you don't know.

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

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

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

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

I was searching for a project management tool that would mimic as close as possible how we were currently running our projects. We already had a task list that was being used over and over again for our projects but it was in Excel. I wanted a tool that users would find easy to understand and have a similar look and feel to transition to. The other main component was to find a tool that could handle making updates to our Master Task list, which we do on a regular basis and have an automated way to update the Master task list and then have the system also update the project's task list for projects that were in process.

Would like it to be easier to build reports on my own. Example: To be able to create a list of specific resources for all projects. The ability to hide and unhide tasks that are Done without having to run a report to hide tasks that are complete but not be able to unhide them dynamically.

Kevan, we were so lucky to get to work with you on this project. We appreciate your glowing review. Customers like you are a perk of our work days. As for the reports, please set something up with our customer success team. We have tricks that will make that easier for you to tackle. Support@projectinsight.com and thank you again!

Reporting features, excellent and prompt support staff.

Manual entry for billing, invoicing, glitches, random bugs that crop up.

Hi Miriam. Thank you for taking the time to review PI. We are glad you are enjoying the reporting and support staff aspects of the tool. We also have quite a few ways you can automate your billing that might be of interest to you. If you would like to have any help, please reach out at https://projectinsight.com/support or use our self-help features here: https://projectinsight.com/support/self-help

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. Their implementation assistance was painless and they were very helpful.

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.

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.

We took a lot of time inputting in many data points. All of that work up front has helped us be able to sort and look at all of the difference nuanced facets of our projects in an organized way. We are able to group tasks and projects according to different metrics and plan our work and schedules accordingly. It has also been extremely helpful with onboarding project managers into their projects as all of the tasks, dates, and expectations are all in the software for them to explore.

Integration was not difficult, just time consuming. Our suggestion for future companies using this would be to really work on developing the templates first before dropping all of your projects into them. A minor change across 200+ projects is very time consuming to perform manually. The templates automate that process.

Thank you, Jackie, for taking the time to tell others about your experience with PI! We have really enjoyed working with your team and know you are setting yourselves up for success.

Project Insight is a simple and effective tool in managing multiple projects across the business. The tool is easy to navigate and can generate reports, thereby reducing manual work.

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

This tool had great detail in creation of the tickets or jobs. I liked the customizable fields and the ability to upload videos or images.

I could only ever get to my projects by hovering over the header and cruising over to the “!” icon. I also wish when you were creating a ticket, the number of the task displayed during creation so I wouldn’t have to go search for it after creating it to know how to reference back.

This product is very easy to use. It allows for customization and streamlining systems.

My least favorite feature is the lack of automatic status changes based on task flow.

Project Insight has a robust project management system is highly customizable without impacting back-end table structure. Power users have the ability to create their own forms and add form fields to reports. Consultant is very responsive to requests and is delightful to work with! Videos and online software guides help users become acclimated to software; most recently, the Project Insight team has...

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This is a difficult question. 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.

The feature of Project insight I use the most is "Time entry grid". It just takes few second to record your time daily on one or multiple projects. Interface is quite user friendly.

Exporting time entries at the end of the year is a bit complex. I always forget the steps and have to ask some to help me with the process. Also, sometimes the tool takes a lot of time to start.

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

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

Integration issues and only having one person who can do the integration. Need more users to be able to complete simple tasks

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

it is a user-friendly interface, easy to implement and easy to learn. can be integrated with other applications like QuickBooks, salesforce and a few others. all reports are easily customizable and you can always change the default as you deem appropriate. in terms of price is it probably in the mid range so it is suitable for established small to mid size organization. training and support are easy to get online.

some naming conventions are not necessarily obvious, which takes the time to get used to, especially when creating reports. not suitable for a financial application, so do not expect to do all your accounting in the projectinsight, it does however offer integration with other apps such as QuickBooks etc.

I like the simplicity of building a project and managing it across an organization.

Merging multiple templates into a project flow and having to eliminate the repeating tasks is challenging. It would be nice to be able to make the flow together easier.

Thank you, Alex. We have been so pleased to work with Rapidscale and are glad you have enjoyed the tool at two organizations. Thank you for the feedback about repeating tasks. We are always looking for ways to improve PI. Please feel free to fill out a feature request at https://projectinsight.com/support.

Easy to log in(no bugs or login errors) and light version of it which makes fast browsing.

Once I submit my Time entry worksheet to my manager, it becomes really difficult to correct the mistakes in the submitted sheet.

Hello Sanjay. Thank you for taking the time to review PI. We are glad you are having a good experience with the tool. As for timesheets, the system is purposely set up to prevent editing once a timesheet is sent to an approver. This prevents errors in the approval process; however there are options that would allow a user to edit their timesheet. Please contact us at https://projectinsight.com/support if you would like to know more.

I like the integration of projects and sales and invoicing in this software. Clearly robust enough to do capacity and resource management while still meeting all the needs of PMO.

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

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

It is fairly easy to manage and distribute projects and tasks.

The app is useless to us. We use it in a way that the app doesn't really apply.

Hi John, Thank you for taking the time to send your thoughts. We are happy you are having a great experience with PI. We would love to hear more about what is missing for you in the mobile app. Right now, we believe it provides the same standard functionality as the desktop experience, but want to be sure it is meeting your needs. If you want to reach out to talk about it, you can connect at https://projectinsight.com/support