See how Project Insight outperforms other tools.

Project Insight delivers advanced project, program, and portfolio management with enterprise-grade automation, AI-powered capacity forecasting, and bi-directional integrations that go beyond the promises of other tools.

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Strategic visibility at the portfolio, program & project levels.

30,000-foot executive view of phases, budgets, risks, priorities, and workload.
Strategic alignment through program and portfolio roll-ups.
Live health monitoring with scorecards, indicators, and real-time progress.
Instant drill-downs from big-picture views to project-level details.
Handle complex PMO workflows without workarounds.

Most tools stop at the project level. Project Insight rolls it all up—programs, portfolios, risks, and real-time metrics for every stakeholder.

INTEGRATIONS

Unified project data from your tech stack.

Bi-directional sync with Jira, DevOps, Salesforce, ServiceNow, and more.
Unified command center for time, capacity, and budgets across tools.
Centralized intake and approvals across disconnected systems.
Real-time forecasting of earned value and delivery risk.
Time tracking to invoicing—automated across teams and tools.
Cross-team alignment by connecting tasks to strategic priorities.

Stronger than a "zap." Project Insight synchs bi-directionally with
your entire tech stack so your data is connected.

PRIORITIZATION

Clear prioritization and alignment across teams.

Guide every user’s day with dynamic worklists that surface their most critical tasks.
Eliminate wasted effort with cross-project scorecards ranked by strategic impact.
Prevent misalignment by syncing priorities across teams using Jira and DevOps.
Prioritize with AI-powered insights based on KPIs, risk, and team capacity.
Ensure billing accuracy with automated time tracking tied to real work done.

Other tools show what’s on your plate. Project Insight shows what matters most
—and what to do next to keep delivery on track.

AI INSIGHTS

AI-powered capacity planning & forecasting.

Forget guessing. Project Insight uses real AI to suggest resources, balance workloads, and model capacity based on real-time data.

Smart resource suggestions based on real-time availability, role types, and workload.
“What-if” modeling for new programs, hiring scenarios, and project timelines.
Cross-team workload balancing to avoid burnout and optimize productivity.
AI-enhanced forecasting to spot capacity gaps and plan ahead with confidence.

Forget guessing. Project Insight uses real AI to suggest resources, balance workloads, and model capacity based on real-time data.

REPORTING

Live dashboards that replace spreadsheets—for good.

Role-based dashboards tailored for executives, PMs, and clients.
Inline health indicators with live thresholds for budget, time, and resources.
Full project traceability that goes beyond simple task updates—track phases, audit logs, and custom status changes across your entire workflow.
Real-time data sync so teams stay aligned—without manual updates or spreadsheets.
Scheduled reports automatically delivered to stakeholders—no exports required.
20+ visualization options including Gantt, Kanban, dashboards, and RAID logs—available across all project levels.

Don’t settle for static reports. Project Insight delivers dynamic dashboards automatically with an org-wide command center.

AUTOMATION

Project automation that actually moves the needle.

Launch projects instantly with templates that preload tasks, dependencies, resources, and documents.
Auto-adjust schedules when task timelines or priorities change—no manual rescheduling needed.
Route approvals for PTO, purchases, expenses, and documents through customizable workflows.
Automate status updates with live health indicators, audit logs, and risk flags.
Deliver scheduled reports and live dashboards without exporting or emailing spreadsheets.
Reschedule work easily with drag & drop tools, bulk updates, and automated dependency adjustments

Most tools stop at simple task sequences—like checking off to-dos, sending status updates, or triggering reminders. Project Insight automates complex PMO or cross-departmental workflows.

TAKE ACTION

Turn meetings & messages into action items.

Log risks, issues, decisions, and tasks during meetings.
Assign action items on the spot and link them to project work.
Roll up meeting outcomes into RAID logs and program dashboards.
Give leaders traceability from conversations to execution across portfolios.

Most platforms store meeting notes—Project Insight turns them into risks, decisions, tasks, and approvals you can track, assign, and report on instantly.

CLIENT ACCESS

Client access without extra costs.

Grant client-specific access to dashboards, reports, or project updates.
Let clients submit project requests, view status, and log issues.
Control what each client sees using permissions and custom views.
Collaborate on approvals, timelines, and documents—no separate tools required.
Avoid extra license fees—client access is included.

No extra licenses required. Project Insight gives your clients tailored visibility
and collaboration without added cost or complexity.

COLLABORATION

Collaborate where work is already happening.

Integrate with Outlook, Teams, Slack, & SharePoint to centralize communication and documents.
Convert messages or requests from chat and email into tasks or projects automatically.
Send and receive notifications in your preferred tools.
Collaborate on documents and approvals stored in OneDrive, SharePoint, Google Drive, and more.
Conversations, files, and comments stay attached to the project—no matter which platform they started in.

Collaborate in the Tools you Already Use

Why switch tools? Project Insight meets your teams where they already work—Outlook, Teams, Slack—while syncing everything behind the scenes.

ALIGNED WITH PMBOK

PMBOK-aligned project portfolio management.

Built on PMI’s best practices, Project Insight empowers project managers with a strong foundation—and make structured practices easy to adopt across teams.

Aligned with PMI performance domains including planning, stakeholder, lifecycle, uncertainty, and measurement.
Supports PMO governance with RAID logs, scorecards, traceability, and delivery metrics.
Fits agile, waterfall, and hybrid frameworks—no rigid methodology required.
Commonly used by PMP-certified teams and in PPM prep and governance programs.
Bridges strategy and execution with roll-ups across portfolios, programs, and projects.

MORE FEATURES

Project Insight consistently goes beyond the basics.

Time & expense tracking
Project scorecards & risk matrices
Custom project types & department views
Personalized dashboards
Capacity planning tools
Issue management & RAID logs
Budget tracking with earned value