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Build project budgets that stay connected to project work.

Build budgets from planned work or set targets from the top down. Then connect labor rates, actual time, expenses, revenue, and forecasts to the project plan so financial performance updates as work changes.
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PROJECT FINANCIAL CONTROL

Know where every project stands financially

  • Set top-down financial targets or build bottom-up budgets from planned work
  • Convert planned and actual labor into costs using resource, role, bill, and burden rates
  • Compare actual labor, expenses, costs, and revenue against the approved budget
  • Forecast final outcomes using EV, PV, EAC, and ETC
  • Roll connected financial results across projects, departments, programs, and portfolios
  • Control access to sensitive financial fields, reports, and calculations
Project planned versus actual financial report
CONNECTED ACCOUNTING

Keep project and accounting data connected

Project Insight connects approved project financial activity to accounting workflows without requiring project managers and finance teams to rebuild the same information in separate spreadsheets.

  • Connect project timesheets, expenses, and invoice data with QuickBooks Online and NetSuite
  • Use approved project financial data in billing and accounting workflows
  • Export financial data through the REST API when your process requires a custom connection
DIFFERENTIATORS

What sets Project Insight's budgeting & costing apart?

Many work management tools can store a budget in a custom field or display it on a dashboard. Project Insight connects budgets, labor rates, actual time, expenses, revenue, and forecasts directly to the project structure so financial reporting changes as the work changes.

  • One connected budgeting and costing model: Carry approved targets into the project plan, connect labor and expense actuals, and calculate budget performance and forecasts without rebuilding the numbers in separate tools.
  • Forecast overruns sooner: Use built-in EV, PV, EAC, and ETC calculations instead of constructing earned value formulas manually.
  • Calculate the real cost of work: Combine planned and actual labor, expenses, rates, revenue, and burden in the project record.
  • See financial health at every level: Roll up results by project, sponsor, department, program, or portfolio.
  • Connect projects to accounting: Continue approved financial data into QuickBooks Online, NetSuite, or a custom API workflow.
Key budgeting and costing capabilities compared across Project Insight, monday.com, Asana, Smartsheet, Jira, and ClickUp.
Key Budgeting & Costing Capability Project Insight monday.com Asana Smartsheet Jira ClickUp
Full project financial lifecycle Yes: Proposal, budget, time, expense, billing & invoice Partial: Budgets on boards; invoicing sits in monday CRM No: No native cost or invoice workflow Partial: Requires the separate Resource Management product No: Requires Marketplace apps Partial: Custom fields and time tracking; invoicing sync in beta
Built-in earned value forecasting Yes: EV, PV, EAC & ETC calculated natively No: No native EVM; build formulas yourself No: No native EVM No: No native EVM; templates and formulas No: Requires a Marketplace app No: No native EVM; custom fields and formulas
Labor, expense & revenue actuals Yes: Time, expenses, rates & burden roll up automatically Partial: Time tracking column; no rates or billing No: No native time tracking Partial: Time, expenses & bill rates in Resource Management No: Requires Marketplace costing apps Partial: Native time tracking; costs via custom fields
Financial rollups across portfolios Yes: Projects, sponsors, departments, programs & portfolios Partial: Cross-board dashboards; no cost roll-up Partial: Portfolios; no native cost data Partial: Reports in Resource Management No: Requires Marketplace dashboards and apps Partial: Dashboards built from custom fields
Accounting connection for project finances Yes: QuickBooks Online, NetSuite & REST API Partial: Native QuickBooks integration No: No native accounting integration Partial: QuickBooks invoicing via Resource Management No: Requires Marketplace accounting apps Partial: QuickBooks sync in beta

Get the Project Financial Tracking Playbook
for PMO Leaders

Learn how to connect budgets, labor rates, actuals, expenses, forecasts, invoices, and reporting into a complete project financial data backbone. Use the playbook to assess your current maturity and identify opportunities to improve financial visibility, forecasting, and AI readiness.

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Explore the complete financial tracking framework and identify the data connections your organization may be missing.

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Save the PDF for planning sessions, maturity assessments, and conversations with project and finance leaders.

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