Automate approval workflows to speed up decisions.

Name: Project Insight
Availability: InStock

Standardize, automate, and track approvals across your organization. Project Insight unifies project, PTO, purchase, and document approvals into a single system—complete with routing, templates, and reporting.

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Route and automate approvals across your organization.

Manage all approval types in one system—projects, PTO, travel, purchases, and more
Define approval steps with group, individual, or sequential routing
Route requests for documents, proposals, and project kickoff
Automate notifications to keep approvals moving
Save and reuse approval workflows as templates

Track approval status and generate actionable reports.

See open, pending, and completed approvals in one dashboard
Run reports by approver, project, or approval status
Color-code approval stages for quick status visibility
Collaborate with third-party markup tools like PDF annotators

Manage approvals from anywhere.

Manage and approve requests from any mobile device
Sign off on approvals directly from the Project Insight app
Keep work moving—even when teams are remote or in the field

What sets Project Insight apart from other tools?

Unlike most tools, Project Insight consolidates approvals across all business functions in one place
Supports advanced routing: single, group, or sequential sign-offs
Real-time reporting with customizable filters and indicators
Approve anywhere via mobile—without delays or process gaps
Integrates with markup tools so teams can collaborate before sign-off