# Project Insight Software Reviews, Demo & Pricing - 2026

> Review of Project Insight Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/project-management/project-insight-profile

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Project Insight

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Overview

[Reviews](https://www.softwareadvice.com/project-management/project-insight-profile/reviews/)[Alternatives](https://www.softwareadvice.com/project-management/project-insight-profile/alternatives/)

# Project Insight 2026: Benefits, Features & Pricing

Wondering if Project Insight is right for your organization?

Our Project Management Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Project Insight

4.5

[(93)](https://www.softwareadvice.com/project-management/project-insight-profile/reviews/)

Pricing

Starting at $9.00 per month

### About Project Insight

Project Insight: Strategic Project and Portfolio Management for Growing Companies

Project Insight is project and portfolio management software for growing companies that need a complete, dynamic picture of org-wide work. It centralizes project data, automates manual workflows, connects existing systems, and gives leaders the visibility they need to make confident, data-driven decisions.

Project, Program, and Portfolio Management

Manage work at the project, program, and portfolio levels in one command center. Plan projects, track tasks, manage timelines, monitor risks, review budgets, and report on progress across teams, departments, and strategic initiatives. Project Insight helps organizations move beyond disconnected spreadsheets, siloed tools, and manual status updates.

Executive Visibility and Better Decisions

Growing companies need more than task tracking. Project Insight helps leaders see priorities, progress, budgets, risks, capacity, and tradeoffs across the organization. Dashboards, reports, portfolio views, and real-time insights help decision makers understand what is on track, what is at risk, and where action is needed.

Integrations With the Tools Teams Already U...

se Project Insight connects with tools such as Jira, Azure DevOps, Microsoft Project, Salesforce, ServiceNow, QuickBooks Online, NetSuite, Power BI, Excel, and more. Teams can keep working in familiar systems while Project Insight brings data together for a centralized view of projects, resources, budgets, and risks. Sell-Work-Bill Workflow Project Insight helps bridge the gap between selling, working, and billing. Manage companies and contacts, track proposals or project requests, convert approved work into projects, capture time and expenses, and connect project financials to invoicing and accounting systems. CRM and accounting integrations help reduce manual handoffs and improve billing visibility. Resource and Capacity Planning See who is working on what, where capacity is limited, and how upcoming work will affect delivery. Resource planning tools help managers forecast workloads, balance assignments, identify overallocated teams, and make better staffing decisions before timelines or budgets are at risk. Budget, Time, and Cost Tracking Track budgets, labor costs, expenses, revenue, time, and forecasts across projects and portfolios. Compare planned versus actual work, monitor project financial health, and understand how delivery impacts profitability, cash flow, and business outcomes. Automation and AI Reduce manual administrative work with templates, notifications, approvals, recurring workflows, and cross-system data syncing. Project Insight also offers AI-assisted capabilities for workload balancing, resource suggestions, schedule optimization, meeting summaries, follow-ups, and scenario planning. Customization for Your Business Configure fields, dashboards, reports, workflows, forms, templates, permissions, and integrations around the way your organization manages work. Project Insight supports different teams, project types, governance models, and reporting needs in one flexible platform. From Spreadsheets to Living Project Plans Import projects, tasks, users, resources, and other data from Excel, then manage assignments, dependencies, deadlines, updates, dashboards, and reports in real time. Project Insight helps teams reduce version control issues, duplicate entry, and manual follow-up. Built to Grow With You Project Insight is designed for organizations building more mature project operations, PMOs, and cross-team visibility. Start with core project management, then expand into portfolio management, resource planning, financial tracking, integrations, automation, and AI as your needs evolve.

Wondering if Project Insight is right for your organization?

Our Project Management Software selection experts can help you in 15 minutes or less.

## Project Insight User Interface

## Popular Project Insight Alternatives

Main Product

Project Insight

4.5

[(93)](https://www.softwareadvice.com/project-management/project-insight-profile/reviews/)

Ratings Breakdown

-   4.36Ease of use
-   4.49Value for money
-   4.53Customer support
-   4.36Functionality

Pricing

Starting at $9.00 per month

Get Price

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4.6

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Ratings Breakdown

-   4.49Ease of use
-   4.28Value for money
-   4.43Customer support
-   4.45Functionality

Pricing

Starting at $9.00 per month

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4.8

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Ratings Breakdown

-   4.77Ease of use
-   4.69Value for money
-   4.59Customer support
-   4.59Functionality

Pricing

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4.4

[(15392)](https://www.softwareadvice.com/project-management/atlassian-jira-profile/reviews/)

Ratings Breakdown

-   4.08Ease of use
-   4.28Value for money
-   4.20Customer support
-   4.44Functionality

Pricing

Starting at $7.91 per month

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4.5

[(13582)](https://www.softwareadvice.com/project-management/asana-profile/reviews/)

Ratings Breakdown

-   4.38Ease of use
-   4.40Value for money
-   4.33Customer support
-   4.38Functionality

Pricing

Starting at $10.99 per month

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[Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/)

4.5

[(3514)](https://www.softwareadvice.com/project-management/smartsheet-profile/reviews/)

Ratings Breakdown

-   4.32Ease of use
-   4.35Value for money
-   4.32Customer support
-   4.35Functionality

Pricing

Starting at $12.00 per month

Get Price

## 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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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
    
    Bar Chart
    
    Billable Items Tracking
    
    Budgeting/Forecasting
    
    Calendar Management
    
    Capacity Management
    
    Change Management
    
    Charting
    
    Client Portal
    
    Collaboration Tools
    
    Color Codes/Icons
    
    Commenting/Notes
    
    Configurable Workflow
    
    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
    
    Due Date Tracking
    
    Email Management
    
    Employee Management
    
    Employee Scheduling
    
    Estimating
    
    Expense Management
    
    Expense Tracking
    
    File Management
    
    Financial Analysis
    
    Financial Management
    
    Forecasting
    
    For IT Project Management
    
    For Nonprofits
    
    Generative AI
    
    Help Desk Management
    
    Idea Management
    
    Invoice Management
    
    Issue Auditing
    
    Issue Scheduling
    
    Issue Tracking
    
    Key Performance Indicators
    
    Leave Tracking
    
    @mentions
    
    Mobile Access
    
    Mobile App
    
    Monitoring
    
    Multi-Channel Communication
    
    Multi-Company
    
    Multi-Currency
    
    Multi-Department/Project
    
    Multi-Location
    
    Percent-Complete Tracking
    
    Performance Metrics
    
    Planning Tools
    
    Portfolio Management
    
    Predictive Analytics
    
    Productivity Analysis
    
    Progress Tracking
    
    Projections
    
    Project Management
    
    Project Planning
    
    Project Planning/Scheduling
    
    Project 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
    
    Recurring Tasks
    
    Reimbursement Management
    
    Reminders
    
    Remote Support
    
    Reporting/Analytics
    
    Reporting/Project Tracking
    
    Reporting & Statistics
    
    Requirements Management
    
    Resource Allocation & Planning
    
    Resource Scheduling
    
    Risk Management
    
    Role-Based Permissions
    
    Scenario Planning
    
    Search/Filter
    
    Self Service Portal
    
    Self-Service Reporting
    
    Service Level Agreement (SLA) Management
    
    Skills Tracking
    
    SSL Security
    
    Status Tracking
    
    Summary Reports
    
    Supports Scrum
    
    Tagging
    
    Task Management
    
    Task Planning
    
    Task Progress Tracking
    
    Task Scheduling
    
    Template Management
    
    Templates
    
    Testing/QA Management
    
    Third-Party Integrations
    
    Time Clock
    
    Timer
    
    Timesheet Management
    
    Time Tracking
    
    Time Tracking by Client
    
    Time Tracking by Project
    
    To-Do List
    
    Traditional Methodologies
    
    User Management
    
    Vacation/Leave Tracking
    
    Version Control
    
    Visualization
    
    "What If" Scenarios
    
    Workflow Management
    

## Project Insight Integrations

Microsoft Outlook

Integration rated undefined from -1 review

Slack

Integration rated undefined from -1 review

Microsoft 365

Integration rated undefined from -1 review

Trello

Integration rated undefined from -1 review

Google Drive

Integration rated undefined from -1 review

Zendesk Sell

Integration rated undefined from -1 review

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 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

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

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

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

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

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

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

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

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

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

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

[See All Reviews](https://www.softwareadvice.com/project-management/project-insight-profile/reviews/)

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