Project Insight

Automate Your Work. Unify Your Data. Make Your Life Easier.

About Project Insight

Project Insight is your work management hub turning mixed methodologies into true dollars and sense. PI aggregates data from key applications like Jira, Zendesk, DevOps, QuickBooks and other high-productivity tools to provide stakeholders and project managers with real-time insights across their organization. By automatically aggregating your work directly into one, consolidated platform, PI sets your company up for enterprise-wide success.

Pricing starting from:

US$3 900,00/year

  • Free Trial
  • Free Version
  • Subscription

Key benefits of Project Insight

Project Insight® (PI) is a leading work management software helping companies manage projects, allocate personnel, and track what work is being done throughout an organization:

• PI's core project tools get everyone planning, tracking, and communicating about work being done

• PI's program management tools provide decision makers with insights for key decision-making

• PI's powerful integration tools ingest data from many popular 3rd-party apps creating a holistic view of ALL work throughout the enterprise, not just the native PI project tools

• PI's core integrations with CRM & Accounting systems (SELL-WORK-BILL) bridge the gaps at key work stages

• Businesses can start for FREE with PI#team and grow with PI as their company needs evolve


Business size



Australia, Canada, Germany, United Kingdom, India, United States

Supported Languages

English, Korean, Spanish

Pricing starting from:

US$3 900,00/year

  • Free Trial
  • Free Version
  • Subscription


Customized Branding
Convert Project Request
Gantt Chart
Cross Project Dependencies
Forecast Profit Revenue
Resource Allocation Report
Expense Tracking Worksheet
Social Collaboration
View 9 more
Project Insight video
Project Insight screenshot: Customized Branding Project Insight screenshot: Convert Project Request Project Insight screenshot: Gantt Chart Project Insight screenshot: Cross Project Dependencies Project Insight screenshot: Forecast Profit Revenue Project Insight screenshot: Resource Allocation Report Project Insight screenshot: Expense Tracking Worksheet Project Insight screenshot: Social Collaboration


Total features of Project Insight: 70

  • API
  • Access Controls/Permissions
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Process Control
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • Bug Tracking
  • CRM
  • Calendar Management
  • Capacity Management
  • Change Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Contact Management
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Dashboard
  • Distribution Management
  • Document Management
  • Drag & Drop
  • Employee Database
  • Employee Scheduling
  • File Sharing
  • Financial Management
  • Forecasting
  • Forms Management
  • Gantt/Timeline View
  • HR Management
  • Inventory Management
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Mobile Access
  • Order Management
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritization
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Recurring Tasks
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Management
  • Resource Scheduling
  • Risk Management
  • Search/Filter
  • Skills Tracking
  • Status Tracking
  • Supply Chain Management
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • To-Do List
  • Traditional Methodologies
  • Vacation/Leave Tracking
  • Version Control
  • Warehouse Management


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Overall rating

4,3 /5
Value for Money
Ease of Use
Customer Support

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Showing 5 reviews of 30
Rania S.
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Software is intuitive, staff is VERY responsive to requests, and software is customizable.

Reviewed on 2017/12/16

The ability to see more into project work, manage resource allocation and task completion. Drive...

The ability to see more into project work, manage resource allocation and task completion. Drive projects to completion.


Project Insight has a robust project management system is highly customizable without impacting back-end table structure. Power users have the ability to create their own forms and add form fields to reports. Consultant is very responsive to requests and is delightful to work with! Videos and online software guides help users become acclimated to software; most recently, the Project Insight team has added AI to assist with reminders for team members (for time entry and other administrative tasks.) Animated figures assist and coach users with software.Project Insight also makes resource allocation simple! Project Managers and Resource Managers are able to quickly see when staff (resources) are overallocated on tasks during a given day or week and are able to shift other resources to that task in order to ensure the task is still completed on time.There is so much I could say about Project Insight - I have enjoyed using it tremendously.The software won the CODiE award for best Project Management solution in 2017.


This is a difficult question. I suppose that if it would be possible to change the reporting features so you could set up reports in PI the way you can in Excel so export was not necessary, that would be amazing.

Svetlana P.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

project insight

Reviewed on 2017/02/21

Easy to use PM software that allows getting sufficient details about the project in order to help...

Easy to use PM software that allows getting sufficient details about the project in order to help you manage it better.
I would not recommend it as a financial tool, but it is possible to export details in QuickBooks and I believe other financial application which makes it a great addition to your organization if you require a more in-depth project management application.


it is a user-friendly interface, easy to implement and easy to learn. can be integrated with other applications like QuickBooks, salesforce and a few others.
all reports are easily customizable and you can always change the default as you deem appropriate.
in terms of price is it probably in the mid range so it is suitable for established small to mid size organization.
training and support are easy to get online.


some naming conventions are not necessarily obvious, which takes the time to get used to, especially when creating reports.
not suitable for a financial application, so do not expect to do all your accounting in the projectinsight, it does however offer integration with other apps such as QuickBooks etc.

Nicole P.
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 51-200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Custom reporting helps manage projects well.

Reviewed on 2017/09/29


Project Insight helps with creating custom reports for the projects. It helps understanding project summary which can be presented to the executive team!

Verified Reviewer
Overall rating
  • Industry: Automotive
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

PMO Tool - Project Insight

Reviewed on 2018/11/20

We have been using project insight for nearly 3 years now, where the support has been excellent.

We have been using project insight for nearly 3 years now, where the support has been excellent.


Project Insight is a simple and effective tool in managing multiple projects across the business. The tool is easy to navigate and can generate reports, thereby reducing manual work.


The export functionality can be restrictive at time which some customised featured should be standard.

Natalie C.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Ease of use!! Program Management Tool with Great Support from the Project Insight Team!!!

Reviewed on 2015/03/13

I was first introduced to the Project Insight, Program Management Tool, when I was asked to deploy...

I was first introduced to the Project Insight, Program Management Tool, when I was asked to deploy the tool for the Avaya Corporation in 2013. Avaya is a global company with Project and Program Managers worldwide supporting Global Complex Managed Services.

I was asked to deploy the Project Insight, Management Tool worldwide in 45 days. I had never deployed a Program Management Tool and this was a very aggressive schedule. We deployed the tool on 5/31/13 and it was a successful deployment due to the flexibility of the tool and the support from the Project Insight team.

The tool is very flexible and the reporting capabilities are strong for operational views, which is our main use for the tool. The tool is very easy to implement as I had never implemented this type of a tool before and my main focus in the past was Program Management not tool deployment.

As I mentioned above, due to the flexibility, ease of use with the tool and the support I received from the Project Insight Team with such supportive folks as Wes Kliewer and his knowledge of the tool and the collaboration from Wes contributed to the successful deployment of the tool. Today the Project Insight tool continues to grow across organization within Avaya.

The high level of customer support is what you do not see often these days, especially after you have purchased and deployed a tool. It is very obvious the continued customer support and customer focus you receive from all of the Project Insight team, this is a very high priority with them.

Thank you all, Project Insight Team!!! We did it together!!!

Showing 5 reviews of 30 Read all reviews

Project Insight FAQs

Below are some frequently asked questions for Project Insight.

Project Insight offers the following pricing plans:

  • Starting from: US$3 900,00/year
  • Pricing model: Free, Subscription
  • Free Trial: Available

PI#team™ - Our free work management tool PI#enterprise™ - Leading work management solution ($65/per user/per month) PI#platform™ - Customized work management solution (Contact Us for Pricing) PI#consulting™ - Full-service business and project management consulting (Free Consultation)

We do not have any information about Project Insight features

Project Insight has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Project Insight supports the following languages:

English, Korean, Spanish

Project Insight supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Project Insight integrates with the following applications:

Gmail, Google Drive, Jira, Microsoft 365, Microsoft Outlook, Microsoft Project, Microsoft Visual Studio, QuickBooks Online Advanced, Slack, Trello, Zendesk, Zendesk Sell

Project Insight offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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