Rating
4.5
93 reviews
Starting price
$9
Per User
Categories
13
Founded
2001
Employees
30
Project Insight is a project and portfolio management software for growing companies. It centralizes project data from expanding teams and multiplying software systems to help you make confident, data-driven decisions about your business. Manage work at the project, program, and portfolio levels–simultaneously in one command center. Identify priorities, forecast capacity, track progress & budgets, and keep work aligned with strategic business objectives. Automate once-manual workflows and use AI to balance workloads, select the right resources, or optimize schedules with intelligence. Synch data from software tools you are already using like Azure DevOps, Jira, Microsoft Project, Salesforce, and ServiceNow. Reduce manual-entry between tools, automate project tracking across systems, and get a clear picture of capacity, progress, budgets, and risks from your entire organization.
Ad spend / mo
$0
0 paid keywords
Paid visits / mo
0
Organic keywords
2,238
Organic visits / mo
1,534
Running 7 ads on LinkedIn as Project Insight - a paid B2B channel, on top of any Google/Capterra spend. Includes video creative.
The shared messaging across Project Portfolio Management (PPM) Platform advertisers - the validated angles to copy. See the niche →
(93 reviews)
My overall experience with Project Insight was and still is excellent. Project Insight the vendor and the product have change the way we manage resources, time, project and programs. They are highly thought of with our C suite.
Pros: Project Insight is a partner and not just a vendor. After an implementation they don't just hand you off to support. They stick with you and make you feel like you are a part of their organization.
Cons: I wouldn't say this is a con or something I like least about Project Insight, I'd just like the ability to build my own reports and dashboards. But knowing them...that's coming.
Linda G. · Vice President of Delivery · Hospital & Health Care · June 3, 2025
Overall, we are very happy with Project Insight as our solution. The tool fits well within our process and includes features that other tools cannot touch for the cost. The support team does a good job with new feature orientation and office hours too.
Pros: Project Insight does a great job at providing an all-in-one solution for us. The ability to have our project resources in the tool and managing their own tasks is a huge advantage. The support provided by the Project Insight team is also great.
Cons: When updates are rolled out they often create bugs that impact our project managers and sometimes our users too. Some of these are quickly resolved, but others can take weeks or even months to resolve. One of these issues seriously impacted a feature rollout just a few days after I launched it and declared the initiative a success to my executive leadership team.
| Category | Page | Rank | Placement |
|---|---|---|---|
| Time and Expense | 1 | 3 | AdShortlist |
Domain confidence 98%
Steven S. · Director, Strategic Operations and Project Management · Market Research · June 1, 2025
Fantastic! We are extremely happy are choice in selecting this tool for our company's standard PM solution.
Pros: Ease of use, support, holistic solution for project, program and portfolio management. The implementation was easy and went smoothly
Cons: Would be nice to have more graph capabilities that can be customized and are interactive, as opposed to having to export data from PI and import into PowerBI.
Jackie L. · Director, Portfolio Delivery · Banking · May 20, 2025
My experience has been great. Creating resource allocation reports has reduced my time not using 5 different excels to pull data together.
Pros: Love the product. Ease of setting up a project plan. You can make it simple or complex. Reporting is easy to setup and can be automatically sent to individuals or groups. You can setup weekly status reports to go out to executives and project team members.
Cons: I would like to create my own complex dashboards and not have to reach out for support. I have seen some really cool dashboards and reports that other companies have created in this tool, but you must you PI time to have them create it.
Karen V. · IT Program Manager · Banking · May 20, 2025
It is hard to imagine our teams workflows and processes without Project Insight. We use their product to capture key details of our projects, track our outreach and interactions, and to expedite approval workflows. The Project Insight team themselves are great to work with and the true selling point of the Product.
Pros: The Project Insight team's ability and willingness to communicate and help resolve issues quickly. This may include on-the-fly phone calls or schedule team meetings to discuss our issues in real time and craft a solution.
Cons: There are sometimes limitations on my team's ability to manipulate our space; requires PI engineers.
Thomas D. · Senior Analyst · Renewables & Environment · May 20, 2025
Implementation went well, the company has been very supportive of our needs and are always available to assist.
Pros: Low cost with high value; the functionality provided by Project Insight has been invaluable in our IT project management process.
Cons: The Gannt chart leaves a lot to be desired. We cannot create milestones, cannot customize the look and layout of the chart, and when printing, it needs to have various print options that allow us to see the entire project on a large PDF.
Bryan F. · IT and Automation Director · Oil & Energy · May 20, 2025
The experience we've had with Project Insight, and [sensitive content hidden] in particular, has been outstanding. We couldn't have asked for a better partner in a workflow tool provider! Thank you for putting up with us and our crazy needs over the past few years!
Pros: I really like that Project Insight is customizable to our needs. We are a very niche industry with very specific workflow needs that can be quite a departure from traditional project management needs. The PI team works with us to adapt and develop the tool to suit. Even when our ask may not be able to be accommodated 100%, the folks at Project Insight always find a way to get us to the finish line so we can do what we need to.
Cons: I don't think that there is anything specific I don't like about Project Insight. Obviously, if it was more tailored to our needs out of the box that would be great but certainly something I wouldn't expect given our unique business and workflow needs.
Karrie R. · Senior Director · Legal Services · May 20, 2025
I have really been enjoying Project Insight. I am fairly new to the system, so I am slowly discovering new features and adding the add-ons my team needs.
Pros: Very intuitive to navigate. Can add as many or as little add-ons as your business needs. Integrates well with other software/platforms. A lot of tutorial videos in the system to use as a guide as you explore the system.
Cons: I would personally like the views to be more compact so I can see more projects on the screen. Still able to achieve this by downloading a report into excel, so not a big deal.
Van D. · Vice President of Business Strategy · Environmental Services · May 19, 2025
My overall experience with Project Insight has been very positive - it works well for the different needs of my different teams.
Pros: After training, it’s easy to use and pulls together everything you need—task tracking, resource management, reporting—without making things more complicated than they need to be. It also works well for different work styles, whether your team prefers visual charts or more detailed reports. I’ve found the Microsoft Teams integration especially helpful since it keeps everyone connected and lets you access or update project plans right in the middle of your day-to-day conversations. Most of all, their customer experience is top-notch. They respond really quickly and even hold "office hours" every week - a meeting where you can call in if you need to with a specific question that you need answered quickly. Other people can also call in to office hours to learn from others' questions.
Cons: Project Insight can take a bit of getting used to if you're not already familiar with project management tools. That said, they’ve done a great job putting together a solid library of help videos and guides. The videos are short, focused on specific tasks, and easy to follow—perfect if you just need a quick answer without digging through a manual.
Lisa H. · Director - Project Management Office · Mechanical or Industrial Engineering · May 17, 2025
Project Insight has significantly improved our ability to manage workloads, align cross-functional projects, and track capacity with clarity. It strikes an excellent balance between structure and flexibility, and the support team is responsive and knowledgeable. We've been able to reduce project delays and increase transparency across our organization.
Pros: The platform provides a comprehensive view of team capacity and project alignment, making it easy to manage complex workflows across departments. The real-time overburden alerts and integrative master schedule are particularly valuable for resource optimization.
Cons: Initial onboarding requires some training to fully leverage the platform’s more advanced features, especially for non-technical users.
Milton P. · VP Ops · Management Consulting · May 8, 2025
Pros: I love the fact that this application allows me to collaborate with my team on Microsoft team and offers multiple project insight tools.
Cons: I personally think the processing time for some analysis delays at points but other than that it’s on point.
Rishi Singh R. · Client Consultant · Hospitality · April 18, 2025
Pros: Project Insight provides a comprehensive project management suite with robust task tracking and collaboration features. Its intuitive interface and reporting tools make it easy to manage projects and monitor progress.
Cons: The interface can feel overwhelming with too many features, which may complicate navigation for new users. Additionally, the customization options for workflows and reports are somewhat limited.
atul m. · senior software engineer · Automotive · April 10, 2025
Great software for your project management.
Pros: Makes it easy to manage projects with project tracking and analysis.
Cons: It can be difficult to change time and schedule after submission.
Anonymous User · Growth Partner · Information Technology and Services · March 30, 2025
Pretty much wonderful. Help getting things done and in very systematic and organized way.
Pros: Project Insight is a great tool for managing all of our projects and tasks. It's simple enough for a novice to use, yet sophisticated enough for a power user to do what they need to do. The mobile app is awesome too. I love that I can scan and upload receipts while on the go and associate them to a project or task.
Cons: Unfortunately I experienced some glitches on the app a couple times.
Ailton T. · Medical Doctor · Health, Wellness and Fitness · February 26, 2025
It's very intuitive and user friendly and easy to navigate
Pros: I like that you can schedule your Task Assignment
Cons: I wasn't able to attach a video to my project template.
Gabriel F. · IT Intern · Computer Software · February 26, 2025
I really had an excellent experience overall!
Pros: Project insight made multitasking easier and efficiency greater.
Cons: There wasn't a thing i didn't like about Project Insight.
Sarah P. · Owner · Cosmetics · February 26, 2025
Project insights is great tool. I am able to save lot of time.
Pros: Project insights eliminates the tedious task of manually cross checking data.
Cons: Pricing is high and response from support team takes too much time.
Ganesh S. · Software Developer · Information Technology and Services · February 24, 2025
Ouutstanding experience so far. Love the meeting of the team in a single place.
Pros: 1) Receive notifications for important tasks 2) Attach files to improve collaboration
Cons: There are no any major concerns about the usability and productivity of the app
Irfan U. · Team member · Accounting · February 24, 2025
Great experience with project insight. It functions well.
Pros: Project insight helps make project management easier. It makes projects effective and simple.
Cons: I like everything about project insight.
Benedicta S. · Student · E-Learning · February 22, 2025
Pros: It's a really great project management tool for teams of all sizes.
Cons: It can be quite complex to set up initially and requires a bit of training.
Victoria S. · Marketing Coordinator · Architecture & Planning · February 17, 2025
I am really liking the software. Even with the couple hiccups I have experienced, it is very user friendly and I am excited to really get into every section and report it creates
Pros: It was easy to use for the most part. I just implemented the software and I am still learning. I liked the instructional videos at the beginning of each section
Cons: I just started using this and I was having an issue creating tasks and organizing them correctly. I started out going in blind and just adding what needs to be done for each project. I had an issue getting tasks in order but that could be user error. I personally like it so far
Kelly B. · Owner · Arts and Crafts · February 17, 2025
The platform offers intelligent scheduling features, allowing for easy adjustments to shift schedules through drag-and-drop, double-click, or right-click actions, ensuring that all task dependencies are considered and project timelines are automatically updated.
Pros: Project Insight is a comprehensive project and portfolio management (PPM) software designed to centralize and streamline project data across organizations.
Cons: Users can create custom fields to track specific project details and generate tailored reports, offering an accurate and personalized view of work in progress.
Oluwaseun A. · Information technology · Information Technology and Services · February 14, 2025
We have had a great experience with Project Insight. It has really helped us to organize everything together on one software instead of having to use several. It has streamlined our proposal process.
Pros: It saves our team a lot of time and allows us to work smarter and not harder. It really helps us manage our projects and keep everything within budget and within deadlines.
Cons: It was a little hard to initially set up but once we got it set up everything has run seamlessly.
Julie M. · Dispatcher · Consumer Services · February 13, 2025
If you’re not using it, you’re already light-years behind the competition.
Pros: Every feature is a paradigm shift in digital excellence, effortlessly revolutionizing workflows, boosting efficiency, and probably increasing my IQ by at least 20 points.
Cons: I wouldn’t be surprised if this software could predict the stock market, cure insomnia, and make my coffee in the morning.
jamal c. · sales rep · Information Technology and Services · February 10, 2025
Overall I had good experience with Project insight its budgeting capability is really amazing and also scheduling tasks as well. If It can be more userfriendly will be easier to use
Pros: It had good ability to schedule the work also budgeting capability attracts more.
Cons: Integrating with other system is challenging
Satyam S. · Associate · Computer Software · February 5, 2025
| Project Management | 1 | 11 | Ad |
| Issue Tracking | 2 | 25 | - |
| Budgeting | 2 | 26 | - |
| Agile Project Management | 2 | 27 | - |
| IT Project Management | 2 | 28 | Shortlist |
| Gantt Chart | 2 | 35 | - |
| Professional Services Automation | 2 | 47 | Shortlist |
| Resource Management | 2 | 48 | - |
| Project Planning | 3 | 13 | - |
| Nonprofit Project Management | 3 | 19 | - |
| Project Tracking | 3 | 26 | - |
| Scheduling | 5 | 12 | - |