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Project Insight

Project Insight 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Project Insight
Project Insight
4.5
(93)

Pricing

Starting at $9.00 per month

About Project Insight

Project Insight (PI) is award-winning work & project management software that helps companies manage and visualize projects, allocate personnel, streamline accounting, and track what work is being done throughout their entire organization.

PI offers a completely FREE expandable version and a full-featured enterprise edition to meet the needs of small, medium, and large businesses.

PI makes your team's life easier by centralizing their work, tasks, and projects all in one place. And PI's intuitive software aggregates data from your current high-productivity apps like Zendesk Sell, NetSuite, Jira, Azure DevOps, QuickBooks so that your different departments can work in their platforms to provide key stakeholders with real-time updates and reports about work to boost productivity.

PI’s REST API, and extensive automation capabilities also keep your team working together effectively with great features like intelligent scheduling, project budgeting, time & expense tracking, capacity planning, client rate management, project billing, and more.

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.

PI brings to...

gether work, automation and collaboration in one, centralized platform to streamline capacity and maximize success from project start to completion.

Project Insight Screenshots

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Project Insight Pricing and Plans

Starting price: $9.00 per month
Free Trial
Free Version

FREE

$0.00

per month

No plan information available

    Pro

    $9.00

    per user, per month

    Plan includes:

    • 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
    Read More

    Business

    $19.00

    per user, per month

    Plan includes:

    • 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
    Read More

    Enterprise

    Pricing available upon request

    Plan includes:

    • 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
    Read More
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    Project Insight Features

    • Popular features found in Project Management
      Billing & Invoicing
      Budget Management
      Document Management
      File Sharing
      Gantt/Timeline View
      Issue Management
      Kanban Board
      Milestone Tracking
      Multiple Projects
      Prioritization
      Resource Management
      Time & Expense Tracking
    • More features of Project Insight
      Access Controls/Permissions
      Accounting
      Accounting Integration
      Activity Dashboard
      Activity Tracking
      Ad hoc Reporting
      Agile Methodologies
      Alerts/Escalation
      Alerts/Notifications
      API
      Appointment Scheduling
      Approval Process Control
      Approval Workflow
      Assignment Management
      Automated Scheduling
      Availability Management
      Billable Items Tracking
      Budgeting/Forecasting
      Calendar Management
      Change Management
      Charting
      Client Portal
      Collaboration Tools
      Commenting/Notes
      Consolidation/Roll-Up
      Cost-to-Completion Tracking
      CRM
      Customer Database
      Customizable Branding
      Customizable Fields
      Customizable Forms
      Customizable Reports
      Customizable Templates
      Dashboard
      Dashboard Creation
      Data Import/Export
      Data Visualization
      Deadline Management
      Document Storage
      Drag & Drop
      Email Management
      Employee Management
      Employee Scheduling
      Estimating
      Expense Management
      Expense Tracking
      Financial Analysis
      Financial Management
      Forecasting
      For IT Project Management
      Help Desk Management
      Invoice Management
      Issue Auditing
      Issue Scheduling
      Issue Tracking
      Leave Tracking
      Mobile Access
      Mobile App
      Monitoring
      Multi-Channel Communication
      Multi-Company
      Multi-Department/Project
      Multi-Location
      Percent-Complete Tracking
      Planning Tools
      Portfolio Management
      Progress Tracking
      Projections
      Project Management
      Project Planning
      Project Planning/Scheduling
      Project Templates
      Project Time Tracking
      Project Tracking
      Project Workflow
      Proposal Generation
      Purchase Order Management
      QuickBooks Integration
      Quotes/Estimates
      Real-Time Data
      Real-Time Notifications
      Real-Time Reporting
      Real-time Scheduling
      Real-Time Updates
      Receipt Management
      Recurring Issues
      Reimbursement Management
      Reminders
      Reporting/Analytics
      Reporting/Project Tracking
      Reporting & Statistics
      Requirements Management
      Resource Allocation & Planning
      Resource Scheduling
      Risk Management
      Role-Based Permissions
      Search/Filter
      Self Service Portal
      Self-Service Reporting
      SSL Security
      Status Tracking
      Summary Reports
      Supports Scrum
      Task Management
      Task Planning
      Task Progress Tracking
      Task Scheduling
      Testing/QA Management
      Third-Party Integrations
      Timer
      Timesheet Management
      Time Tracking
      Time Tracking by Client
      Time Tracking by Project
      Traditional Methodologies
      Vacation/Leave Tracking
      Version Control
      Visualization
      "What If" Scenarios
      Workflow Management

    Project Insight Integrations

    Microsoft Outlook
    Microsoft Outlook
    Slack
    Slack
    Microsoft 365
    Microsoft 365
    Trello
    Trello
    Google Drive
    Google Drive
    Zendesk Sell
    Zendesk Sell

    See all 36 integrations

    Project Insight User Reviews

    Overall Rating

    4.5

    Ratings Breakdown

    5

    56%

    4

    39%

    3

    4%

    2

    1%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.4

    Value for money

    4.5

    Customer support

    4.5

    Functionality

    4.4

    Ada's profile

    Ada T.

    Verified reviewer

    Market Research

    Self-Employed

    Used weekly for less than 12 months

    Review source

    Reviewed December 2024

    Project Optimizer

    4

    Overall, this is great software to optimize your project management, teamwork and project administration. It is user friendly and easy to work with.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Makes it easy to analyze project reports. Definitely improves and facilitates coordination and time tracking the projects.
    Cons:
    After submission, it is difficult to change the time and schedules.

    Reasons for switching to Project Insight

    I was looking for a software that would be more practical and easier to work with.

    Vendor Response

    Thank you for your review, Ada. We're glad that Project Insight is making work easier for you. You mentioned time submissions. It is not uncommon for time tracking reports to be final once they are fully submitted. If you need help with smoother updates, please reach out to support at support@projectinsight.com. Thank you!

    Replied January 2025

    Read More

    MP

    Milton P.

    Verified reviewer

    Management Consulting

    11-50 employees

    Used daily for less than 6 months

    Reviewed May 2025

    Project Insight: A Must-Have for Scalable Project Management

    4

    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.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    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.

    Reasons for choosing Project Insight

    We chose Project Insight over other platforms because of its robust capacity planning, flexible project scheduling, and seamless cross-departmental visibility. Unlike other tools, it balances structure with adaptability—making it easy to scale across IT, operations, and business units without overwhelming the team. The platform's real-time workload insights and customizable dashboards truly set it apart.

    Reasons for switching to Project Insight

    Saving time and ensuring consistency across teams. It helps enforce best practices, reduces manual entry. It supports better financial oversight, helps avoid budget overruns, and ensures that resources are allocated efficiently.

    Vendor Response

    Thank you so much for your thoughtful review, Milton. We are so pleased to know that Project Insight has made such a huge difference for your teams.

    Replied July 2025

    Read More

    SS

    Satyam S.

    Verified reviewer

    Computer Software

    10000+ employees

    Used daily for less than 12 months

    Review source

    Reviewed February 2025

    On Track your schedule with Projevt Insight

    3

    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

    Ratings Breakdown

    3
    Ease of use
    3
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    It had good ability to schedule the work also budgeting capability attracts more.
    Cons:
    Integrating with other system is challenging

    Read More

    LG

    Linda G.

    Verified reviewer

    Hospital & Health Care

    11-50 employees

    Used daily for more than 2 years

    Reviewed June 2025

    Nothing but great things to say

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for choosing Project Insight

    Project Insight met all of our requirements and they are very adaptive.

    Reasons for switching to Project Insight

    This product didn't meet all of our needs.

    Vendor Response

    Thank you for the wonderful compliments. We are so honored to be the tool of choice for your team and are dedicated to making work easier and more successful for you every step of the way. Thank you for taking the time to write such a glowing review.

    Replied June 2025

    Read More

    SS

    Steven S.

    Verified reviewer

    Market Research

    1001-5000 employees

    Used daily for more than 2 years

    Reviewed June 2025

    Project Insight is our one-stop solution for work management

    5

    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.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    4
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for choosing Project Insight

    Project Insight was the best solution for us. The features and price best aligned with our needs.

    Reasons for switching to Project Insight

    Project Insight supported our business needs better. Project Insight has better functionality and customer support.

    Vendor Response

    Thank you for your thoughtful review. We're so glad Project Insight has become your one-stop solution and that our features and support have made a difference for your team. We hear your concerns about update-related issues and are actively working to improve stability with each release. We appreciate your partnership and feedback!

    Replied June 2025

    Read More

    KR

    Karrie R.

    Verified reviewer

    Legal Services

    10000+ employees

    Used daily for less than 2 years

    Reviewed May 2025

    Look no further than Project Insight!

    5

    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!

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    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.

    Reasons for choosing Project Insight

    There were several factors but the most important were our initial interactions with the team ([sensitive content hidden] etc.), our assessment of how customizable the tool would be, and cost.

    Vendor Response

    Thank you for the incredible review! We’re truly grateful to be your chosen partner and to support your unique workflows...no matter how "crazy" they may seem! 😊 It's a privilege to work alongside a team that knows exactly what it needs, and we’re proud to be able to customize Project Insight to help you get there. Your feedback reinforces why we put so much emphasis on collaboration and flexibility. We’ll continue striving to make the tool even more adaptive and appreciate your ongoing trust in us. It’s been a pleasure working with you over the years!

    Replied May 2025

    Read More

    KV

    Karen V.

    Verified reviewer

    Banking

    501-1000 employees

    Used daily for more than 2 years

    Reviewed May 2025

    Love Project Insight

    5

    My experience has been great. Creating resource allocation reports has reduced my time not using 5 different excels to pull data together.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for choosing Project Insight

    Ease of use. Inexpensive for all its capabilities. PI staff easy to work with and friendly.

    Reasons for switching to Project Insight

    Asana didn't have the reporting and dashboard capabilities we needed. Not as easy to use, compared to PI.

    Vendor Response

    Thank you for such a glowing review. We’re so glad to hear that Project Insight has helped streamline your reporting and eliminated the need for juggling multiple spreadsheets. It’s great to know the flexibility in planning and automated reporting is making a real impact for your team. We appreciate your note on dashboard customization. Our team is actively exploring ways to make advanced dashboards more self-service without compromising the power under the hood. Thanks again for your trust and partnership. We're grateful to be part of your success!

    Replied May 2025

    Read More

    BF

    Bryan F.

    Verified reviewer

    Oil & Energy

    51-200 employees

    Used daily for less than 2 years

    Reviewed May 2025

    Great Project Management software suite, love the cloud collaboration!

    5

    Implementation went well, the company has been very supportive of our needs and are always available to assist.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    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.

    Reasons for choosing Project Insight

    Cost and the team's confidence in getting us implemented correctly.

    Reasons for switching to Project Insight

    Social interaction with notifications via email was key ingredient for making the switch.

    Vendor Response

    Thank you so much for taking the time to write this thoughtful review, Bryan. We're truly grateful to have customers like you and your team. Your feedback about the Gantt chart is extremely valuable, and we've already added it to our roadmap for near-term improvements. In the meantime, we do have a few workarounds available and appreciate your constructive support as we continue enhancing the experience.

    Replied May 2025

    Read More

    JL

    Jackie L.

    Verified reviewer

    Banking

    501-1000 employees

    Used daily for more than 2 years

    Reviewed May 2025

    Extremely Happy Customer

    5

    Fantastic! We are extremely happy are choice in selecting this tool for our company's standard PM solution.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for choosing Project Insight

    PI is able to meet our requirements and is reasonable priced.

    Reasons for switching to Project Insight

    We wanted to have a holistic view of our waterfall and agile projects all in 1 place, along with the ability to roll projects up to programs up to portfolios.

    Vendor Response

    Thank you, for this glowing review! We're honored to be your company's standard PM solution and thrilled to hear Project Insight has made a positive impact. Your feedback on interactive graphing is very helpful and has been shared with our product team. We’re grateful for your continued partnership!

    Replied May 2025

    Read More

    VR

    Verified
    Reviewer

    Information Technology and Services

    11-50 employees

    Used weekly for less than 2 years

    Review source

    Reviewed March 2025

    Good Project Management Tool

    4

    Great software for your project management.

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    3
    Customer support
    3
    Functionality
    icon
    Pros:
    Makes it easy to manage projects with project tracking and analysis.
    Cons:
    It can be difficult to change time and schedule after submission.

    Reasons for switching to Project Insight

    I wanted to explore other available tools for better workflow.

    Vendor Response

    Thank you for taking time to review Project Insight. We are glad you think Project Insight is GREAT! We are happy to help with any troubleshooting for time entry/scheduling. Please reach out to us projectinsight.com/support.

    Replied April 2025

    Read More

    Showing 1 - 10 of 93 Reviews

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