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Project Insight is an online project and portfolio management platform that provides teams all the needed tools and features for better communication, project delivery, and overall stakeholder engagement. It supports project-driven organizations all throughout the project lifecycle, from initiation to closing. With its built-in artificial intelligence, it enables users to focus on project strategy and delivery, and less on administrative work, while facilitating greater team communication. It is valuable to any team of any size, and on every stage of their project.
Features, Benefits, Strengths
Project and Portfolio Management ‚Äì Project Insight provides every team member a personalized dashboard for a quick way to update tasks, projects, issues, or other items assigned to them. Project requests can be created, assigned, and the process can be standardized with a routing approval. With project prioritization, users can assess the projects, measure, and weigh them by the agreed upon criteria. Templates can also help standardize project processes and save time on project creation. Portfolio analysis and project reporting gives executives access to all projects in real-time, allowing them to detect risks to make timely decisions.
Collaboration, Intelligent Scheduling, and VirtualPM ‚Äì This PPM software allows team members to post comments and collaborate on any item. Thus, relevant project information is centralized and viewable by all. They can receive information on their dashboard, notification streamed online or sent to their inbox. The Intelligent Scheduling feature allows PMs to shift schedules with a few clicks. It considers all task dependencies, and automatically updates the project schedule for any changes. VirtualPM is a patent-pending bot that facilitates communication between teams on chat tools like Slack.
Time and Expense Tracking, Resource and Document Management, Issue Tracking, and more ‚Äì Project Insight allows users to enter time in a straightforward manner and update task status at the same time. Non-project time, holidays and other administrative time are also accounted. Images of receipts can be captured and attached to expense entries. Timesheets and expenses reports can be submitted for approval online. It also has resource management features that helps users monitor and balance workloads. Document management allows each user to go to a central place to upload and share all project-related files. They can create and organize their own folder structure. The issue tracking feature provides team members a central place for creating, tracking and escalating issues and associate them to tasks, projects and deliverables. Other features include budgeting and costing, multi-step forms, and customizable items. For mobility and access to other devices, the software is 100 percent compatible to all major browsers through HTML5 technology. Add-ons for Agile and Scrum, MS Word Report templates, Zendesk, Proposals, and Team services are also available. The company also provides project consulting with business process evaluation, QuickBooks consulting, and custom integration.
Project Insight offers a forever-free Team plan that includes basic functionality, VirtualPM for Slack, SaaS mobile friendly version, for unlimited users. The Business plan starts at $45 per power user per month with minimum of 5 power users. It includes core features and add-ons, and other features available from the Team plan. The Enterprise plan starts at $65 per power user per month, and includes all features and add-ons, plus one-on-one support, and option for SaaS or on-premise. Free trial of 7 days is offered.
Project Insight online project and portfolio management software is ideal for companies that handle multiple projects simultaneously with limited resources. It is applicable for any team or organization of any size. Its portfolio management, on-premise deployment, and customizable features can benefit large firms in various sectors and industries, such as professional services, healthcare, municipalities, education, government, energy, manufacturing, distribution, and others.
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Some of their Clients
Clients include Happy State Bank, ThedaCare, Pioneer Telephone, and TierPoint.
The IT PM at the American Academy of Pediatrics stated that Project Insight centralizes and manages all their project information. They have a good view of all their projects, and are able to manage them well on a day-to-day basis, knowing who is working on what, and what phase the projects are in.
The Program Manager at Civica explained that the biggest benefit of the PPM software is giving them the ability to have the complete picture. They know exactly the actual project costs incurred to date, as well as the expected forecasted profit at project completion.
Why Project Insight
Project Insight project management software is one of the leading PPM solutions with many features suggested by customers solving real-world problems. Aside from the comprehensive features, flexibility and ease of use, it also provides responsive customer support, business process consulting and free training and webinars regularly.
Project Insight is owned and developed by Metafuse, Inc., a privately held computer software and service company based in Irvine, CA, USA. Metafuse was founded in 1996 by Steve West, President and CTO, and Wes Kliewer, Director of Training. While providing software development and consultancy services, the company decided to build a project management tool to help them with their client projects. In 2001, Project Insight was launched as SaaS, and was well received. Since then, it has become a leading PPM software provider in the mid-level markets, offering enterprise-grade features at an affordable price. Project Insight continues to improve its product with features aligned with the company’s roadmap and requested by its customers, consistently providing the most responsive customer service.
Jose Santos is a long-time contributing writer for project-management.com. He is a subject matter expert in the field of project management and has many years of experience writing about project management software and tools. He has written hundreds of articles for the project management industry, including numerous software reviews, book reviews, training site reviews, and more.