See how Project Insight outperforms other tools.

Project Insight delivers advanced project, program, and portfolio management with enterprise-grade automation, AI-powered capacity forecasting, and bi-directional integrations that go beyond the promises of other tools.

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Strategic visibility at all levels: project, program, & portfolio.

30,000-foot executive view of phases, budgets, risks, priorities, and workload across your entire organization.
Instant drill-downs from big-picture views to project-level details, making dynamic changes in real time.
Strategic alignment through seamless program and portfolio roll-ups, connecting all work to business goals.
Complete visibility of work across your teams, ensuring alignment and efficient execution without complex workarounds.
Live health monitoring with real-time scorecards, indicators, and progress tracking to keep your projects on track.

Project, Program, Portfolio Level Management

Most tools stop at the project level. Project Insight rolls it all up—programs, portfolios, risks, and real-time metrics for every stakeholder.

INTEGRATIONS

Unified project data across your tech stack.

Bi-directional sync with your existing tools like Jira, DevOps, Salesforce, ServiceNow, and more.
Centralized command center for time, capacity, and budgets that consolidates data from all systems into one place.
Break down silos by connecting project data across tools to foster seamless collaboration and real-time decision-making.
Automated workflows across systems to eliminate repetitive manual tasks and reduce errors.
Real-time forecasting of earned value and delivery risk with live data from integrated platforms.
Automated time tracking to invoicing across teams and tools to streamline billing and reduce unnecessary work.

Project Insight integrates seamlessly with your tech stack, connecting your tools and eliminating the need for repetitive data entry and siloed workflows.

PRIORITIZATION

Clear prioritization and alignment across teams.

Guide every user’s day with dynamic worklists that surface their most critical tasks.
Eliminate wasted effort with cross-project scorecards ranked by strategic impact.
Prevent misalignment by syncing priorities across teams using Jira and DevOps.
Prioritize with AI-powered insights based on KPIs, risk, and team capacity.
Ensure billing accuracy with automated time tracking tied to real work done.

Most tools show what’s on your plate. Project Insight shows what matters most
and what to do next to keep delivery on track.

AI-powered capacity planning & forecasting.

Forget guessing. Project Insight uses real AI to suggest resources, balance workloads, and model capacity based on real-time data.

Smart resource suggestions based on real-time availability, role types, and workload.

“What-if” modeling for new programs, hiring scenarios, and project timelines.

Cross-team workload balancing to avoid burnout and optimize productivity.

AI-enhanced forecasting to spot capacity gaps and plan ahead with confidence.

Live dashboards that replace spreadsheets—for good.

Role-based dashboards tailored for executives, PMs, and clients.

Inline health indicators with live thresholds for budget, time, and resources.

Full project traceability that goes beyond simple task updates—track phases, audit logs, and custom status changes across your entire workflow.

Real-time data sync so teams stay aligned—without manual updates or spreadsheets.

Scheduled reports automatically delivered to stakeholders—no exports required.

20+ visualization options including Gantt, Kanban, dashboards, and RAID logs—available across all project levels.

Project automation that actually moves the needle.

Launch projects instantly with templates that preload tasks, dependencies, resources, and documents.

Auto-adjust schedules when task timelines or priorities change—no manual rescheduling needed.

Route approvals for PTO, purchases, expenses, and documents through customizable workflows.

Automate status updates with live health indicators, audit logs, and risk flags.

Deliver scheduled reports and live dashboards without exporting or emailing spreadsheets.

Reschedule work easily with drag & drop tools, bulk updates, and automated dependency adjustments

Turn meetings & messages into action items.

Log risks, issues, decisions, and tasks during meetings.

Assign action items on the spot and link them to project work.

Roll up meeting outcomes into RAID logs and program dashboards.

Give leaders traceability from conversations to execution across portfolios.

Client access without extra costs.

Grant client-specific access to dashboards, reports, or project updates.

Let clients submit project requests, view status, and log issues.

Control what each client sees using permissions and custom views.

Collaborate on approvals, timelines, and documents—no separate tools required.

Avoid extra license fees—client access is included.

Collaborate where work is already happening.

Integrate with Outlook, Teams, Slack, & SharePoint to centralize communication and documents.

Convert messages or requests from chat and email into tasks or projects automatically.

Send and receive notifications in your preferred tools.

Collaborate on documents and approvals stored in OneDrive, SharePoint, Google Drive, and more.

Conversations, files, and comments stay attached to the project—no matter which platform they started in.

PMBOK-aligned project portfolio management.

Built on PMI’s best practices, Project Insight empowers project managers with a strong foundation—and make structured practices easy to adopt across teams.

Aligned with PMI performance domains including planning, stakeholder, lifecycle, uncertainty, and measurement.

Supports PMO governance with RAID logs, scorecards, traceability, and delivery metrics.

Fits agile, waterfall, and hybrid frameworks—no rigid methodology required.

Commonly used by PMP-certified teams and in PPM prep and governance programs.

Bridges strategy and execution with roll-ups across portfolios, programs, and projects.