Standardize intake and accelerate project approval.

From idea to execution, Project Insight helps you capture project requests, engage stakeholders, and launch work faster without manual steps or duplicate entry.
SIMPLIFY INITIATIVES

Easily turn ideas into projects.

  • Capture ideas and standardize intake across teams
  • Automate approvals to reduce delays and manual handoffs
  • Prioritize, score, and budget requests to align with goals
  • Instantly convert requests into WBS or project plans
Project Request Form
Project Request Report
ELIMINATE ROADBLOCKS

Gather requirements and get projects underway.

  • Eliminate duplicate entry and reduce manual errors
  • Attach key documents and stakeholder inputs to requests
  • Enable clients to submit and track their own project requests
  • Report across all initiatives to drive informed decision-making

What sets Project Insight apart from other tools?

  • Unlimited External Users—Free: Invite as many clients as needed without incurring additional licensing fees—unlike many platforms that charge per external user.
  • Tailored Client Dashboards: Provide each client with a personalized dashboard, granting access only to the specific tasks, documents, and reports you choose to share.
  • Granular Permission Controls: Precisely define what each client can view or interact with, ensuring internal workflows remain confidential while keeping clients informed.
  • Integrated Collaboration Tools: Enable clients to comment, upload files, approve items, and raise issues directly within the platform, eliminating the need for disjointed email threads or third-party tools.
  • Reusable Client View Templates: Streamline onboarding by applying standardized client view settings across multiple projects using templates, saving time and ensuring consistency.
  • Real-Time Progress Visibility: Share live updates on milestones, Gantt charts, and project statuses, allowing clients to monitor progress without constant check-ins.
  • Enhanced Stakeholder Engagement: Keep clients engaged with scheduled reports and dashboards, fostering transparency and trust throughout the project lifecycle.
Project Insight Project Request Comparison