Project Insight
Professional services automation software
Project and portfolio management software
Project management software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$9 per user per month
Free TrialFree version
Small
Medium
Large
- Education and training
- Public sector and nonprofit organizations
- Information technology and software
What is Project Insight
Project Insight is a cloud-based project and portfolio management platform that supports project planning, task tracking, resource management, and time/expense capture. It is used by professional services teams and internal PMOs that need visibility across multiple projects, budgets, and utilization. The product combines project execution features with portfolio-level reporting and configurable workflows, and it supports integrations and API-based connectivity for syncing data with other business systems.
Strong portfolio visibility
Project Insight provides cross-project dashboards and reporting to track schedule, budget, and status across a portfolio. It supports roll-ups and views that help PMOs and services leaders monitor delivery performance. This is useful for organizations that need more than single-project task tracking and want centralized governance.
PSA-oriented time and cost tracking
The platform includes time entry and expense tracking tied to projects, which supports services delivery and internal chargeback use cases. It helps teams connect work performed to cost and budget monitoring without relying solely on external spreadsheets. This aligns well with organizations that need project accounting context alongside execution.
Configurable workflows and permissions
Project Insight supports configurable fields, workflows, and role-based access controls to align the system with different project types and governance models. Teams can tailor forms and processes for intake, approvals, and status reporting. This flexibility can reduce the need to force-fit a single template across departments.
UI and UX can feel dated
Compared with newer work management tools in this space, the interface can feel less modern and may require more clicks for common actions. This can affect adoption for teams that prioritize lightweight task collaboration. Organizations often need onboarding and internal standards to ensure consistent usage.
Limited native client-facing collaboration
While it supports sharing and reporting, client portal and external stakeholder collaboration capabilities may be less extensive than platforms built specifically for customer-facing delivery workflows. Teams that run highly collaborative client projects may need additional tooling for approvals, shared workspaces, or structured client onboarding. This can increase process complexity across systems.
Advanced analytics may require setup
Portfolio reporting is available, but organizations may need configuration and disciplined data entry to get reliable utilization, cost, and forecasting outputs. Some advanced reporting needs may require exporting data or using BI tools via integrations/API. This adds implementation effort for teams seeking out-of-the-box executive analytics.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 (forever) | Individuals & small teams; up to 3 total users; basic project & task management; unlimited project templates, activity, comments; limited to 1 Custom Field; self-help & community support only (no support ticket access). |
| Pro | $9 per user/month | Growth plan for small–midsize businesses; unlimited projects & activity; up to 5 Custom Fields; includes access to support ticket requests; "Try for Free" trial available. |
| Business | $19 per user/month | Company plan for multiple teams; unlimited projects & activity; up to 15 Custom Fields; includes support ticket requests; "Try for Free" trial available. |
| Enterprise | Contact Sales (custom pricing) | Organizational plan for many teams/locations; unlimited users; up to 100 Custom Fields; includes dedicated support specialists and onboarding; on-premise deployment option available; contact Sales for pricing. |
