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Project Insight

Project Insight

Overview

What is Project Insight?

Project Insight is a web-based project and portfolio management software. Project teams can access, edit and update their projects information anytime, anywhere, with any supported browser, tablet and mobile device. Features for experienced project managers include: MS Project import/export, intelligent…

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Recent Reviews

TrustRadius Insights

Project Insight has received positive feedback from users for its user-friendly interface and collaborative features. Users have found the …
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Pricing

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Enterprise

$45

Cloud
per user or volume licensing options.

Free

Sign Up & invite your team

Cloud

#3 ADD-ONS

Grow as you go

Cloud

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.projectinsight.net/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

SELL-WORK-BILLâ„¢ - Live Demo

YouTube

5 Reasons Why You Should Try Project Insight as Your PPM Tool

YouTube

Project Insight Project Makeover

YouTube

Insight Love, This Dreadful Bond Demo Song

YouTube

Project Insight®

YouTube

Project Insight Demo

YouTube
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Product Details

What is Project Insight?

Project Insight Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(3)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Project Insight has received positive feedback from users for its user-friendly interface and collaborative features. Users have found the software to be exceptionally friendly, responsive, and enjoyable to work with, making the process of developing and testing workflows collaborative. This has been particularly useful for remote teams, as Project Insight provides tools for various functions in order to effectively work on projects with dispersed team members.

Project Insight has proven helpful across a range of use cases. Users have utilized the software for new employee onboarding, tracking deadlines - both external and internal, conducting weekly meetings and planning sessions. By reducing the need for managing multiple project tracking sheets and software, Project Insight provides real-time insights into progress, tasks, and challenges. Additionally, the software allows for better tracking of projects, forecasting timelines, creating Gantt charts, and accurately tracking employee time.

While some users struggled with staff adoption of the software, many have found Project Insight to be a more favorable option compared to alternatives like MS Project. The ability to have visibility into all projects in progress through dashboards and reports sets it apart. Overall, Project Insight has helped improve project management and time tracking efficiency for users. However, there are some areas where improvement is sought by users. The interface could be enhanced further and manual entry of billing details for invoicing has proven burdensome for some users.

Despite these minor drawbacks, Project Insight is generally considered a useful daily time recording and project tracking software. It simplifies project organization by providing a centralized platform to store project materials and personnel information. Users appreciate the ability to keep all client progress and information in one program. Additionally, it has been successfully used in specific use cases such as creating transmittals and managing the Plan Room portion.

The flexibility and reporting capabilities of Project Insight have contributed to successful deployments across different organizations. Moreover, users have praised the high level of customer support provided by the Project Insight team, emphasizing their customer focus as a positive aspect of the software. Overall, Project Insight has proven valuable in keeping projects organized, reducing miscommunication between departments, and optimizing resource allocation for efficient project completion.

Offline Work and Convenient Upload: Many users have found it beneficial to be able to create a plan outside of Insight and then upload it later, allowing for offline work and convenient uploading. This feature has been praised by several reviewers for its flexibility and convenience.

Export Reports and Invoices: The ability to export reports and invoices is appreciated by users as it allows for easy sharing and analysis of data outside of the system. Several reviewers have mentioned that this feature has been helpful in their workflow, making it easier to generate professional reports and share information with stakeholders.

Streamlined Invoicing Process: Users find the invoicing feature in Project Insight to be highly beneficial. It eliminates the need for manual invoicing, saving time and effort. Reviewers have highlighted how this feature streamlines the billing process, making it more efficient and accurate.

Difficult User Interface: Some users have mentioned that the software is not easy to use for novice users and has a learning curve that could be improved by making the user interface more intuitive. They have expressed frustration with finding features, navigating within the application, and configuring the product.

Integration Challenges: Users have found it time-consuming to integrate the software and have suggested that future companies should focus on developing templates before adding projects. They have also expressed frustration with integration issues and the limitation of only one person being able to perform integrations.

Limited Reporting Capabilities: Users have expressed a desire for easier report-building capabilities, specifically the ability to create a list of specific resources for all projects. They have also requested the ability to hide and unhide tasks without having to run a report. Some users have found reporting sometimes not providing the desired results and felt that there are too many options for reporting.

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Clay Horste | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Incentivized
We got Project Insight (PI) as a way to manage projects across the agency. The idea was to utilize a single tool to manage projects that had components in diverse departments (creative, event production, event management, event technology). We used it to manage everything in the projects from tasks and bugs to time tracking.
  • Very Flexible
  • Customizable
  • Not a good fit for all types of projects
  • Very Complex
My rating would vary depending on the types of projects that need to be managed. Since I am in software, I don't think it was an excellent fit to manage software projects unless they are small projects with only a few tasks. On the other hand, if you are needing to manage a wide range of departments that are working on a single project with many moving pieces, then I would think that PI might be a better fit. Think of it as a jack of all trades, but master of none.
Project Management (14)
31.428571428571427%
3.1
Task Management
60%
6.0
Resource Management
30%
3.0
Gantt Charts
70%
7.0
Scheduling
20%
2.0
Workflow Automation
N/A
N/A
Team Collaboration
40%
4.0
Support for Agile Methodology
30%
3.0
Support for Waterfall Methodology
40%
4.0
Document Management
10%
1.0
Email integration
70%
7.0
Mobile Access
N/A
N/A
Timesheet Tracking
20%
2.0
Change request and Case Management
50%
5.0
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
25%
2.5
Quotes/estimates
N/A
N/A
Invoicing
N/A
N/A
Project & financial reporting
50%
5.0
Integration with accounting software
50%
5.0
  • Integration with related teams
  • Project visibility across the company
  • When I got to the company where I used Project Insight, we had our own custom tool that fit the tasks that it was designed for but wouldn't grow with the company unless resources were put onto expanding capabilities. We needed something more.
  • We replaced that tool with Redmine. It worked well and was easy to use, but it looked pretty dated when we got it, and since we didn't have many resources for managing, it looked dated after a few years without receiving upgrades. It was a decent tool for small teams that were focused on similar tasks. Redmine was much more straightforward than Project Insight and felt more reliable since we never had an issue with our internal servers. On the other hand, Redmine felt dated and didn't fit as many of the tasks that were needed. Redmine's price was right if you installed it locally and was probably still cheaper if you used their SAAS version.
  • Jira, on the other hand, felt like an excellent tool for software teams. Jira had a great project and task management and felt right for a software team. Jira also had useful integrations, even with Project Insight. Jira seemed pretty unreliable, worse than Project Insight. Our team would have preferred Jira, but I think it didn't work for other teams.


I found Project Insight somewhat opaque overall. I thought the training was sparse and answers to questions few and far in between. There was a lot of power there for the dedicated user/administrator. For me, who was a casual user and administrator, I found support lacking. I didn't administer Project Insight much, just some work on integrations with other tools.
Azure DevOps Server (formerly Team Foundation Server), Atlassian JIRA Align (formerly AgileCraft), Visual Studio IDE, Microsoft Visual Studio Code, Microsoft Teams, Microsoft Yammer, MS SharePoint, Microsoft SQL Server
March 06, 2015

Inside the Insight!

Christy Reichenberger | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Project Insight to track all of our retail projects from cradle to grave including leasing, milestone monitoring, document housing and various data tracking.
  • History tracking for any changes made to data.
  • Tracks all milestones and retains records for lifetime of account.
  • Easy extracting for reporting purposes.
  • If there is a lot of data in a certain report, it can take time to download which is not always convenient.
  • There may be TOO many options for reporting.
  • Dashboards could use some visual tweaking.
Not in my experience - Project Insight is vital to our business.
Project Management (14)
33.57142857142857%
3.4
Task Management
100%
10.0
Resource Management
50%
5.0
Gantt Charts
N/A
N/A
Scheduling
N/A
N/A
Workflow Automation
80%
8.0
Team Collaboration
90%
9.0
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
100%
10.0
Email integration
50%
5.0
Mobile Access
N/A
N/A
Timesheet Tracking
N/A
N/A
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation
N/A
N/A
  • Reduction in costs on materials (i.e. - paper documentation)
  • Improved efficiency given that our field members need to report back on an hourly basis
  • Web based platform allows anyone access to the same information
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