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Project Insight

Cloud-based software for managing projects and related tasks

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Table of Contents

Is this product right for your business?

Find out with a

Project Insight - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: April 2026

Project Insight overview

What is Project Insight?

Project Insight (PI) is award-winning work & project management software that makes your life easier by centralizing your work, tasks, and projects in one easy-to-use online platform. Popular features include intelligent scheduling, project budgeting, time & expense tracking, capacity planning, client rate management, project billing, and more. PI offers a completely FREE expandable version and a full-featured enterprise edition to meet the needs of small, medium, and large businesses.

PI’s out of the box integrations, REST API, and extensive automation capabilities keep your team working together effectively. PI can seamlessly aggregate work from your CRM, accounting, DevOps, support, and HR software tools like Zendesk Sell, Salesforce, NetSuite, QuickBooks, Azure DevOps, Jira and others.

PI also provides a robust mobile app with the same standard features as the PI desktop so your team can work better on the go.

Starting price

9per user /
per month

view pricing plans

try for free

Alternatives

Project Insight’s user interface

Ease of use rating:

4.5

(93)

Project Insight pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(1)

3-4(40)

5(52)

What do users say about Project Insight?

Project Insight has significantly improved our ability to manage workloads, align cross-functional projects, and track capacity with clarity.

Select to learn more

Who uses Project Insight?

Based on 93 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Banking

Hospital & Health Care

Market Research

Renewables & Environment

Others

Use cases

Project Management

Project Planning

Project Tracking

Project Portfolio Management

IT Project Management

Project Insight's key features

Most critical features, based on insights from Project Insight users:

Multiple projects

4.9

(15)

Task management

4.6

(43)

Progress tracking

4.4

(8)

Dashboard

4.3

(15)

Project planning

4.3

(8)

Prioritization

4.3

(24)

Gantt/Timeline view

3.9

(7)

Collaboration tools

4.2

(22)

Time & expense tracking

4.3

(7)

Milestone tracking

4.0

(5)

All Project Insight features

Features rating:

4.4

(93)

Access controls/permissions

3.0

(1)

Accounting

(0)

Accounting integration

(0)

Activity dashboard

(0)

Activity tracking

3.5

(2)

Ad hoc reporting

(0)

Agile methodologies

4.1

(11)

Alerts/Escalation

(0)

Alerts/Notifications

4.0

(5)

API

(0)

Appointment scheduling

(0)

Approval process control

(0)

Approval workflow

(0)

Assignment management

5.0

(2)

Automated scheduling

(0)

Availability management

(0)

Bar chart

(0)

Billable items tracking

(0)

Billing & invoicing

4.3

(6)

Budgeting/Forecasting

4.0

(1)

Budget management

4.7

(7)

Calendar management

4.5

(17)

Capacity management

3.5

(4)

Change management

(0)

Charting

(0)

Client portal

3.0

(1)

Collaboration tools

4.2

(22)

Color codes/icons

(0)

Commenting/Notes

4.3

(3)

Configurable workflow

(0)

Consolidation/Roll-Up

(0)

Cost-to-Completion tracking

4.0

(1)

CRM

(0)

Customer database

5.0

(5)

Customizable branding

5.0

(2)

Customizable fields

4.6

(11)

Customizable forms

(0)

Customizable reports

4.5

(2)

Customizable templates

(0)

Dashboard

4.3

(15)

Dashboard creation

(0)

Data import/export

4.0

(3)

Data visualization

5.0

(1)

Deadline management

(0)

Document management

4.4

(13)

Document storage

(0)

Drag & drop

(0)

Due date tracking

5.0

(2)

Email management

(0)

Employee management

(0)

Employee scheduling

(0)

Estimating

(0)

Expense management

(0)

Expense tracking

(0)

File management

4.3

(3)

File sharing

4.0

(2)

Financial analysis

5.0

(2)

Financial management

(0)

Forecasting

4.3

(10)

For it project management

5.0

(1)

For nonprofits

(0)

Gantt/Timeline view

3.9

(7)

Generative ai

(0)

Help desk management

(0)

Idea management

4.6

(5)

Invoice management

(0)

Issue auditing

(0)

Issue management

4.0

(1)

Issue scheduling

(0)

Issue tracking

(0)

Kanban board

3.5

(2)

Key performance indicators

5.0

(1)

Leave tracking

(0)

@mentions

(0)

Milestone tracking

4.0

(5)

Mobile access

4.8

(4)

Mobile app

(0)

Monitoring

(0)

Multi-Channel communication

(0)

Multi-Company

(0)

Multi-Currency

(0)

Multi-Department/Project

(0)

Multi-Location

(0)

Multiple projects

4.9

(15)

Percent-Complete tracking

4.0

(1)

Performance metrics

3.0

(1)

Planning Tools

(0)

Portfolio management

4.0

(3)

Predictive analytics

(0)

Prioritization

4.3

(24)

Productivity analysis

(0)

Progress tracking

4.4

(8)

Projections

(0)

Project management

4.2

(9)

Project planning

4.3

(8)

Project planning/scheduling

4.7

(18)

Project scheduling

(0)

Project templates

(0)

Project time tracking

(0)

Project tracking

(0)

Project workflow

(0)

Proposal generation

(0)

Purchase order management

(0)

QuickBooks integration

(0)

Quotes/Estimates

(0)

Real-Time data

(0)

Real-Time notifications

1.0

(1)

Real-Time reporting

(0)

Real-time scheduling

5.0

(4)

Real-Time updates

5.0

(5)

Receipt management

(0)

Recurring issues

5.0

(1)

Recurring tasks

4.4

(5)

Reimbursement management

5.0

(1)

Reminders

(0)

Remote support

5.0

(2)

Reporting/Analytics

(0)

Reporting/Project tracking

4.6

(23)

Reporting & statistics

3.0

(1)

Requirements management

3.0

(1)

Resource allocation & planning

5.0

(1)

Resource management

4.0

(14)

Resource scheduling

4.2

(5)

Risk management

4.3

(3)

Role-Based permissions

(0)

Scenario planning

(0)

Search/Filter

(0)

Self service portal

(0)

Self-Service reporting

(0)

Service level agreement (sla) management

(0)

Skills tracking

3.8

(4)

SSL security

(0)

Status tracking

4.0

(2)

Summary Reports

(0)

Supports scrum

(0)

Tagging

(0)

Task management

4.6

(43)

Task Planning

(0)

Task progress tracking

4.0

(1)

Task scheduling

4.3

(3)

Template management

4.5

(2)

Templates

(0)

Testing/QA management

(0)

Third-Party integrations

3.0

(1)

Time Clock

(0)

Time & expense tracking

4.3

(7)

Timer

(0)

Timesheet management

5.0

(2)

Time tracking

(0)

Time tracking by client

(0)

Time tracking by project

(0)

To-Do list

(0)

Traditional methodologies

(0)

User management

4.5

(2)

Vacation/Leave tracking

(0)

Version control

(0)

Visualization

(0)

"What if" scenarios

(0)

Workflow management

(0)

Project Insight alternatives

Project Insight

4.5

(93)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.5

Customer Support

4.5

Clockify

4.8

(9.2K)

learn more

Starting from

4.99

/user

Per month

Free trial

Free version

Ease of Use

4.8

Features

4.6

Value for Money

4.7

Customer Support

4.6

Jira

4.4

(15.3K)

visit website

Starting from

7.91

/user

Per month

Free trial

Free version

Ease of Use

4.1

Features

4.4

Value for Money

4.3

Customer Support

4.2

Asana

4.5

(13.5K)

visit website

Starting from

10.99

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.4

Customer Support

4.3

Project Insight pricing

Value for money rating:

4.5

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

FREE

0.00

Contact vendor for more details

Pro

/user

Per month

Features included:

Custom Fields
Unlimited Project and Task Management
Unlimited Project Templates
Unlimited Views: Gantt, Planning board, Calendar, Assignment, Issues
Unlimited Activity
Unlimited Comments
Intelligent Scheduling
Task Dependencies
Start and End Dates
Email Integration and Notifications
Microsoft 365 Integration
Microsoft Teams and Notifications
Slack Integration and Notifications
Mobile App and Notifications
Document management
Customizable reporting
Cloud Storage
Companies
Milestones
Date, Number & Currency Formatting
Favorites
Groups
Resource directory
Adminstrative Dashboard
Advanced Search
Shortcuts
SOC2 Security Compliance
Self-help Resources
Monthly Feature Webinars
Extensive Video Tutorial Library
Uptime Service Level Agreement
Budgeting and Costing
Expense Entry and Reporting
Time Tracking and Timesheets
Work Timers
Project Status
Project Roles
Resources Types
Impersonate Users
Locations
Appointment Calendar & Scheduling
Service Location Dispatching
Mobile Device Receipt Capture AI
Signature Capture AI
File Management
Weekly "Office-Hours" Live Training
Support Tickets

Business

/user

Per month

Features included:

Custom Fields
Unlimited Project and Task Management
Unlimited Project Templates
Unlimited Views: Gantt, Planning board, Calendar, Assignment, Issues
Unlimited Activity
Unlimited Comments
Intelligent Scheduling
Task Dependencies
Start and End Dates
Email Integration and Notifications
Microsoft 365 Integration
Microsoft Teams and Notifications
Slack Integration and Notifications
Mobile App and Notifications
Document management
Customizable reporting
Cloud Storage
Companies
Milestones
Date, Number & Currency Formatting
Favorites
Groups
Resource directory
Adminstrative Dashboard
Advanced Search
Shortcuts
SOC2 Security Compliance
Self-help Resources
Monthly Feature Webinars
Extensive Video Tutorial Library
Uptime Service Level Agreement
Budgeting and Costing
Expense Entry and Reporting
Time Tracking and Timesheets
Work Timers
Project Status
Project Roles
Resources Types
Impersonate Users
Locations
Appointment Calendar & Scheduling
Service Location Dispatching
Mobile Device Receipt Capture AI
Signature Capture AI
File Management
Weekly "Office-Hours" Live Training
Support Tickets
Invoice Records and Billing
QuickBooks Online Integration
Portfolio Management
Program Management
Approvals and Approval Templates
Issue Tracking
Project Requests
Proposals & Proposal Templates
Project and Task Types
Project Baselines
Project Phases
Project Priorities
Project Sponsors
Personalized Dashboards
Departments
PTO Tracking
Placeholder Resources
Team Assignments
Sprints and Scrum Features
REST API Access
To-dos
Work Status
Custom Items

Enterprise

No pricing info

Features included:

Custom Fields
Unlimited Project and Task Management
Unlimited Project Templates
Unlimited Views: Gantt, Planning board, Calendar, Assignment, Issues
Unlimited Activity
Unlimited Comments
Intelligent Scheduling
Task Dependencies
Start and End Dates
Email Integration and Notifications
Microsoft 365 Integration
Microsoft Teams and Notifications
Slack Integration and Notifications
Mobile App and Notifications
Document management
Customizable reporting
Cloud Storage
Companies
Milestones
Date, Number & Currency Formatting
Favorites
Groups
Resource directory
Adminstrative Dashboard
Advanced Search
Shortcuts
SOC2 Security Compliance
Self-help Resources
Monthly Feature Webinars
Extensive Video Tutorial Library
Uptime Service Level Agreement
Budgeting and Costing
Expense Entry and Reporting
Time Tracking and Timesheets
Work Timers
Project Status
Project Roles
Resources Types
Impersonate Users
Locations
Appointment Calendar & Scheduling
Service Location Dispatching
Mobile Device Receipt Capture AI
Signature Capture AI
File Management
Weekly "Office-Hours" Live Training
Support Tickets
Invoice Records and Billing
QuickBooks Online Integration
Portfolio Management
Program Management
Approvals and Approval Templates
Issue Tracking
Project Requests
Proposals & Proposal Templates
Project and Task Types
Project Baselines
Project Phases
Project Priorities
Project Sponsors
Personalized Dashboards
Departments
PTO Tracking
Placeholder Resources
Team Assignments
Sprints and Scrum Features
REST API Access
To-dos
Work Status
Custom Items
Cross-project Dependencies
Resource and Capacity Management
Critical Path Tools
Workflow Automations
File Version Control
Project Health
Project Scorecard
Risk Matrix
Client View/Client User
Private Projects
Mobile Appointment Rescheduling
Notification Configuration
Notification Template Customization
Custom Add-ons
Branded Forms
Branded Reporting Templates
Share Automated Reports Externally
Custom Form Label
Customizations
Language Translation
Dedicated Customer Success Manager
HTML Pages
JavaScript and CSS Customization
SSO with Azure Active Directory
SSO with Microsoft
SSO with SAML Protocol
Google Authenticator SSO
Security Options
Two-factor Authentication
Login Protection
IP Restrictions
HIPAA
Jira Integration
PageProof Integration
QuickBooks Desktop Integration
Salesforce Integration
Trello Integration
Zendesk Sell Integration
Zendesk Support Integration

User opinions about Project Insight price and value

Value for money rating:

4.5

(93)

To see what individual users think of Project Insight's price and value, check out the review snippets below.

“Project Insight has significantly improved our ability to manage workloads, align cross-functional projects, and track capacity with clarity.”

Milton P.

VP Ops

“The platform provides a comprehensive view of team capacity and project alignment, making it easy to manage complex workflows across departments.”

Milton P.

VP Ops

Project Insight integrations (37)

Integrations rated by users

We looked at 93 user reviews to identify which products are mentioned as Project Insight integrations and how users feel about them.

Microsoft Teams

Integration rating: 4.8 (4)

Microsoft 365

Integration rating: 4.5 (4)

Microsoft Excel

Integration rating: 5.0 (3)

Microsoft Outlook

Integration rating: 4.0 (2)

Jira

Integration rating: 5.0 (2)

Project Insight support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Knowledge Base

Email/Help Desk

FAQs/Forum

Phone Support

Training options

Videos

Live Online

Webinars

In Person

Documentation

Project Insight FAQs

Related categories

Professional Services Automation

Budgeting

Project Management

Nonprofit Project Management

Issue Tracking

IT Project Management

Project Portfolio Management

Professional Services