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Project Insight

Brand : Project Insight

Starting at $ 9.00

Project Insight is web-based project management software enabling intelligent scheduling, resource allocation, and collaboration....Read more

Project Insight Software Pricing, Features & Reviews

What is Project Insight?

Project Insight is web-based project management software designed to streamline workflows and enhance collaboration. It integrates tools like Jira and Salesforce, offers intelligent scheduling, resource allocation, budgeting, and Gantt charts for efficient project tracking. Its purpose is to optimize team productivity, improve project visibility, and ensure timely delivery of goals.

Project Insight offers a suite of features like time tracking, resource management, intelligent scheduling, issue tracking, client portals, and customizable reports to streamline workflows. It supports budgeting, approvals, sprints, and integrates with tools like QuickBooks, Gmail, and MS Teams. With mobile access and personalized dashboards, it provides real-time visibility and enhances collaboration across projects and portfolios.

Why choose Project Insight?

  • Client Portal: Provides gated views for clients to access tasks, approvals, and project status without consuming user seats.
  • Centralized Platform: Unifies tools for document management, budgeting, issue tracking, and approvals within one cohesive system.
  • Intelligent Scheduling & Tracking: Links tasks dynamically and adjusts schedules automatically, simplifying tracking and team notifications.
  • Real-Time Insights: Offers visibility into resources, capacity, budgets, and project progress for informed decision-making.
  • Resource and Capacity Management: Effectively monitors workloads and balances resources across multiple projects for optimal efficiency.

Benefits of Project Insight

  • User-Friendly Interface: Intuitive dashboards simplify navigation, ensuring seamless access to project tools and features.
  • Efficient Time Management: Smart scheduling and tracking improve productivity through streamlined workflows and task automation.
  • Enhanced Collaboration: Centralized communication and client portal foster teamwork and strengthen client relationships effortlessly.
  • Real-Time Insights: Comprehensive visual reports provide instant clarity on progress, budgets, and resource utilization.
  • Flexible Integration: Integrates seamlessly with popular tools like QuickBooks, Slack, and Gmail for unified project management.

Pricing of Project Insight

Project Insight price starts at $9. Project Insight comes with multiple pricing plans and caters to a diverse customer base. For subscription-related details and offers on premium packages, please request a call back from our product experts.

Project Insight Pricing & Plans

Pro
  • Custom Fields - 5
  • Unlimited Project and Task Management
  • Unlimited Project Templates
  • Unlimited Activity
  • Unlimited Comments
  • Intelligent Scheduling
    • Licenses
    • Monthly
Starting at $ 9.00
Business
  • Custom Fields - 15
  • Unlimited Project and Task Management
  • Unlimited Project Templates
  • Unlimited Activity
  • Unlimited Comments
  • Intelligent Scheduling
    • Licenses
    • Monthly
Starting at $ 19.00

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Project Insight Features

Core Functionalities

  • icon_check Issue Management Track and resolve project-related issues with centralized reporting and tailored fields for seamless monitoring.
  • icon_check Workflow Management Streamline processes with automated workflows that enhance productivity and eliminate redundant tasks.
  • icon_check Resource Management Efficiently allocate resources across projects with real-time insights to balance workloads effectively.
  • icon_check Risk Management Identify, monitor, and mitigate project risks using robust tools to ensure project stability.
  • icon_check Task Management Create, assign, and track tasks with advanced features like priorities, dependencies, and updates.
  • icon_check Sprint Management Manage agile sprints effectively, allowing teams to track and report progress within a unified platform.
  • icon_check Backlog Management Manage the product and sprint backlogs with prioritized tasks
  • icon_check Pipeline Management Tracks the flow of tasks, processes, or projects through various stages to ensure smooth progression.
  • icon_check Workforce Management Involves managing and optimizing team member workloads, schedules, and productivity?
  • icon_check Incident Management Manages unforeseen incidents or disruptions within a project, often found in industries requiring high reliability, such as IT or

Task & Workflow Management

  • icon_check Workflow Automation Automate workflows to save time and standardize processes, ensuring consistent and efficient task execution.
  • icon_check Recurring Tasks Set and manage recurring tasks easily to handle repeatable work with less manual effort.
  • icon_check Task Creation & Assignment Quickly create and assign tasks, ensuring clarity of roles and responsibilities for team members.
  • icon_check Task Prioritization Prioritize tasks to focus on high-impact items and improve overall team efficiency.
  • icon_check Sub-Task Creation Break down complex tasks into manageable subtasks for better tracking and execution.
  • icon_check Task Dependencies Link tasks to establish dependencies, so updates automatically adjust linked task schedules.
  • icon_check Notifications/Reminders Keep team members informed with automatic notifications and reminders about task updates and deadlines.
  • icon_check Automated Task Assignment Assign tasks automatically based on predefined rules, saving time and improving accuracy.

Task Views

  • icon_check Gantt Chart Visualize project timelines and task dependencies using interactive Gantt charts for detailed tracking.
  • icon_check Kanban Boards Organize tasks efficiently with drag-and-drop boards that provide a real-time view of progress.
  • icon_check Task List Manage tasks with a clear, organized list view that allows easy updates and tracking.
  • icon_check Calendar View Plan and monitor tasks on an intuitive calendar view, integrating deadlines and appointments seamlessly.
  • icon_check Timeline View Provides an overview of tasks and milestones over time.
  • icon_check Spreadsheet View Tasks are displayed in a table format similar to a spreadsheet.
  • icon_check Mind Map Visual representation of tasks and ideas branching out from a central concept.

Progress & Performance Tracking

  • icon_check Time Tracking Track time spent on tasks and projects, simplifying billing and improving time management accuracy.
  • icon_check Milestone Tracking Monitor key milestones to ensure timely project progress and goal achievement.
  • icon_check Team Capacity Tracking Shows the distribution of tasks among team members for balancing workload and avoiding overburdening

Resource & Budget Management

  • icon_check Budget Planning Plan budgets effectively by tracking costs and expenses in real-time at various project levels.
  • icon_check Dynamic Budgeting Adjust budgets dynamically based on real-time data, ensuring financial control and flexibility throughout projects.
  • icon_check Automated Resource Allocation Automatically adjusts resource allocation, such as server capacity, storage, or bandwidth, based on current project needs during
  • icon_check Risk Scoring System Quantify and score potential project risks based on severity.
  • icon_check Workload Distribution Distributes tasks and processes across team members or systems to prevent overloading any resource, ensuring balanced workloads
  • icon_check Auto Scaling Dynamically scale resources (e.g., team size, server resources) based on project requirements.

Reporting & Analytics

  • icon_check Dashboards Interactive dashboards that can be customized for different user roles.
  • icon_check Automated Reports Scheduling and automatic generation of regular reports. Email notifications with report summaries.
  • icon_check Project Progress Reports Track progress against the baseline plan, identify deviations in schedule or budget.
  • icon_check Resource Reports Allocation and utilization of resources (people, equipment, materials).
  • icon_check Timesheet Reports Track time spent on tasks by team members, assess project efficiency and billing accuracy.
  • icon_check Sprint Reports Track progress within development sprints.
  • icon_check Real-Time Reporting Live dashboards that update as data changes.
  • icon_check Report Customization Ability to create and customize reports based on specific project needs.
  • icon_check Benchmarking Compare project performance against industry standards or internal benchmarks.
  • icon_check Risk Reports Identify, assess, and propose mitigation strategies for potential project risks.
  • icon_check Workload Reports Analyze workload distribution among team members, identify potential imbalances.
  • icon_check Burndown & Burnup Charts Track progress towards sprint goals to manage progress and respond accordingly.
  • icon_check Bottleneck Reports Identification of task dependencies and potential bottlenecks.
  • icon_check Predictive Analytics Forecasting tools to predict future project outcomes based on historical data.

Collaboration & Communication

  • icon_check Real-Time Collaboration Work simultaneously on tasks, leave comments, and share feedback.
  • icon_check File Sharing & Document Collaboration Upload, share, and edit documents.
  • icon_check Integrated Chat & Messaging Real-time communication with team members.
  • icon_check Version control Track changes made to documents and files.

Customization

  • icon_check Templates Use pre-defined project and timeline structures to save time.
  • icon_check Custom Fields Add specific data fields to track unique project information.
  • icon_check Task Customization Modify tasks to include custom fields, tags, and properties to fit specific project needs.
  • icon_check Custom Layouts Design the software interface to fit your workflow.
  • icon_check Custom Views Create personalized views of project data.

Integrations

  • icon_check CRM Integration Sync with CRM systems to align customer relationships and sales data with project tasks and deliverables.
  • icon_check Communication and Collaboration Tools Integrate with various collaboration tools to streamline real-time communication and collaboration within project workflows.
  • icon_check File Storage and Sharing Connect cloud storage solutions to enable seamless file sharing and document management within projects.
  • icon_check Issue Tracking Tools Link issue tracking software to manage and resolve bugs and issues alongside your project management processes.
  • icon_check Automation Tools Use automation platforms to create workflows that automatically handle repetitive tasks across multiple apps.
  • icon_check Third Paty Integration Integration with external tools via third party applications
  • icon_check Time Tracking Tools Integrate time tracking tools to monitor work hours and resource allocation directly in your project management system.
  • icon_check ERP Intergration Connect ERP systems to unify project management with broader business operations, including finance, HR, and procurement.
  • icon_check AI-Based Integrations Use AI for predictive analysis and workflow suggestions.
  • icon_check API Integration Allow for custom integrations through APIs

Access Control & Security

  • icon_check User Access Management Control access to project information based on user roles.
  • icon_check Compliance Tracking Ensure adherence to relevant data and security compliance (e.g., GDPR, CCPA).
  • icon_check Multi-Factor Authentication (MFA) Enhance login security through MFA.
  • icon_check Activity Logs Track user activity within the project management software
  • icon_check Data Backup and Disaster Recovery Ensure data security with regular backups and recovery plans.

Project Insight Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Medium Business, Enterprises
  • Email, Communities
  • Videos
  • English

Project Insight Reviews and Ratings

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Project Insight Company Details

Brand Name Project Insight
Information We are a project and portfolio management software.
Founded Year 1996
Director/Founders Steve West, Wes Kliewer
Company Size 1-100 Employees

Project Insight FAQ

A Project Insight price starts at $9. The pricing changes in accordance to added functionalities and features.
A Project Insight is ideal for project managers, teams, and organizations managing multiple projects across portfolios.
A Project Insight centralizes and automates all the project management tasks thus helping in easy task assignment, tracking, communication and coordination for project delivery.
A Yes, users can request a demo of Project Insight at www.techjockey.com.
A Project Insight is web-based and works on all major operating systems, including Windows, macOS, iOS, and Android.
A Users can assign tasks, approvals, and share project updates using the gated client view portal in Project Insight.
A Yes, Project Insight allows users to customize reports to suit organizational needs and provide actionable insights.
A Yes, Project Insight supports agile, waterfall, and kanban methodologies for managing diverse project requirements.
A Yes, users can manage multiple portfolios and view real-time updates across all projects with Project Insight.
A Yes, Project Insight's mobile app enables users to update tasks, enter time, and approve items on the go.

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