Project Insight Software

Project Insight Software

Find out more:

8

Recommendations

FrontRunners 2021

Find out more:

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 pro...

Project Insight Pricing

Project Insight (PI) paid edition starts at $9/user/mo., the PRO edition starts at $18/user/mo., and the full-featured enterprise edition pricing is based on users and your specific usage case. Contact Project Insight for more details. PI also offers a completely FREE edition to start so you can grow as you go.

Starting price: 

$9.00 per month

Free trial: 

Available

Free version: 

Available

Close

Image 1 of 6

Project Insight

Project Insight User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4.5

Customer support

4.5

Functionality

4

Showing 1 - 5 of 56 reviews

Anonymous

Company size: 501-1,000 employees

Time used: Less than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

June 2021

Project Insight quick opinion

Has been a great experience implementing the software, the biggest challenge has been internal adoption by the staff, but we are getting there. PI has been very helpful along the way, and they are always responsive and available for questions. We feel this is light years ahead (for our group at least) of MS Project and management loves the visibility into all projects in process via dashboards, reports, etc.

Pros

Love that it is cloud-based, by far easier to use than MS Project, easy to assign tasks to techs in the field and have them update via mobile app, being able to have visibility into all projects in my portfolio. Their implementation assistance was painless and they were very helpful.

Cons

PI still needs to complete their integration with MS Teams, some quirky behavior due to the fact that it is web-based, usually a page refresh is all that's needed to fix UI issues.

Reasons for choosing Project Insight

Cost, features, complexity, support options

Reasons for switching to Project Insight

MS Project was overcomplicated for our needs, and did not offer any good ways to assign tasks to staff and have them be able to update from any platform (laptop/desktop/mobile). Also centralized reporting of all projects being worked on was critical for the "big picture" view for Executives.

Response from Project Insight

Thank you for this wonderful review of Project Insight. We are so happy that our tool is making your life easier and that your team and its leaders are pleased with the great results. Please always feel free to reach out. We pride ourselves on being helpful and personally available to our clients.

Replied June 2021

Tom

Company size: 11-50 employees

Industry: Utilities

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

June 2021

Excellent Portfolio Management

Pros

We have a variety of clients that require small scale and large scale projects. PI offers excellent planning tools to setup projects and forecast staff utilization. We can also plan multi year projects with escalating rates by resource type. This provides a true picture for us to see how we are performing based on quote/budget.

Cons

Configuration of the product can be cumbersome. It does take a while to locate all the add ons you may want and configure them properly. Sometimes reporting doesn't always seem to get you to where you need to go. That being said, a weekly office hour session is offered and has been a big help for us to keep learning and moving forward. You definitely have to use this to know what you don't know.

Reasons for switching to Project Insight

We were looking for a product with more options and tracking. The timesheets and expense tracking are critical to our process.

Response from Project Insight

Hi Tom. Thank you so much for providing an experiences user's perspective of PI. We are so happy that our planning and forecasting tools are working for SL-serco. Thanks for mentioning our weekly "Office Hours" live support time. We are available whenever you need us at https://projectinsight.com/support

Replied June 2021

Kevan

Company size: 10,000+ employees

Industry: Pharmaceuticals

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2022

Project Insight - A company and project management tool that delivers.

Overall it has been a positive experience. It's easy to use once you go in and learn where to find things.

Pros

I was searching for a project management tool that would mimic as close as possible how we were currently running our projects. We already had a task list that was being used over and over again for our projects but it was in Excel. I wanted a tool that users would find easy to understand and have a similar look and feel to transition to. The other main component was to find a tool that could handle making updates to our Master Task list, which we do on a regular basis and have an automated way to update the Master task list and then have the system also update the project's task list for projects that were in process.

Cons

Would like it to be easier to build reports on my own. Example: To be able to create a list of specific resources for all projects. The ability to hide and unhide tasks that are Done without having to run a report to hide tasks that are complete but not be able to unhide them dynamically.

Reasons for choosing Project Insight

Project Insight delivered exactly what we needed with their product. We knew there were other things the product could do but the sell was that it could do what we asked for during their demo. They were also very easy to work with and accommodated me with my requests. The folks at Project Insight built what we wanted to see and didn't ask for money up front. The competitor showed us their product but wasn't able to sell it to us because they didn't show us the critical item(s) we were looking for. They said they could build it but once seeing it in PI, our minds were made to go with PI.

Reasons for switching to Project Insight

Many didn't like Jira. That tool is more for software development. Excel was easy and intuitive to use but laborious to update the master task list and make changes to project in progress. No bird's eye view to know what's going on with projects. This tool opens opportunities for not having to update several different documents with the same information.

Response from Project Insight

Kevan, we were so lucky to get to work with you on this project. We appreciate your glowing review. Customers like you are a perk of our work days. As for the reports, please set something up with our customer success team. We have tricks that will make that easier for you to tackle. Support@projectinsight.com and thank you again!

Replied May 2022

Scott

Company size: 501-1,000 employees

Industry: Wireless

Time used: More than 2 years

Review Source: Capterra

3

Ease-of-use

out of 5
3

Customer support

out of 5
2

Functionality

out of 5

June 2021

PI Review

Pros

One location to track time spent on a project and shared documents

Cons

The app does not allow modifying the start and complete date/time for completing a task. The title page when in a task seems to cut off the complete information if it is tool long, you need to go back to the dashboard to see the complete information

Response from Project Insight

Hi Scott, thanks for leaving honest feedback. The tool uses roles to decide who can edit the scheduling information. You may need to have that role to allow for editing or have your system configured to allow signees to change the dates. You may want to contact your administrator to have those rights. You could contact support also if you need more help or to submit a ticket. https://projectinsight.com/support

Replied June 2021

Jackie

Company size: 11-50 employees

Industry: Financial Services

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

June 2022

Project Insight

New employee on-boarding and knowledge of their projects and work load, tacking deadlines - external and internal, using it for weekly meetings and planning sessions.

Pros

We took a lot of time inputting in many data points. All of that work up front has helped us be able to sort and look at all of the difference nuanced facets of our projects in an organized way. We are able to group tasks and projects according to different metrics and plan our work and schedules accordingly. It has also been extremely helpful with onboarding project managers into their projects as all of the tasks, dates, and expectations are all in the software for them to explore.

Cons

Integration was not difficult, just time consuming. Our suggestion for future companies using this would be to really work on developing the templates first before dropping all of your projects into them. A minor change across 200+ projects is very time consuming to perform manually. The templates automate that process.

Response from Project Insight

Thank you, Jackie, for taking the time to tell others about your experience with PI! We have really enjoyed working with your team and know you are setting yourselves up for success.

Replied June 2022

Popular Project Insight Comparisons