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Connect your data. Trust your reports.

When project data lives in different systems, reporting becomes unreliable. Project Insight helps PMOs build a complete project data backbone they need for trustworthy portfolio reporting, forecasting, decision-making, and AI analysis.

STRATEGIC PPM PLATFORM

Manage projects, programs,and portfolios simultaneously.

Plan and manage work from the top-down or bottom-up, taking action at any level. Roll up capacity, financials, status, time, risks, and performance so leaders can act without chasing or reconciling data.
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Bidirectional integrations

CONNECT YOUR DATA

Sync project data from all your systems.

Manage data natively in Project Insight and connect bidirectionally with systems like Jira, Azure DevOps, Salesforce, NetSuite, HubSpot, and ServiceNow so that all your project information is reportable in a single command center. Reduce missing data, duplicate entry, and manual status updates.
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AI-READY DATA

Give AI the data it needs to boost productivity.

  • Build smarter project plans and reusable templates with AI assistance.
  • Match the right people to the right work by skill, role, and availability.
  • Forecast future capacity and identify resource gaps.
  • Model resource and scheduling impacts with what-if scenarios before committing.
  • Turn meeting transcripts into documented risks, decisions, action items, and follow-ups.

TURN DATA INTO DECISIONS

See portfolio performance from every angle.

Use cross-project Gantt charts, capacity views, financial reports, scorecards, Kanban boards, status dashboards, and portfolio views to identify resource conflicts, dependencies, risks, and financial exposure.
Project Insight reporting views

PRIORITIZE WORK

Keep teams aligned with portfolio priorities.

  • Give each team member a personalized worklist that updates as assignments, dates, and priorities change.
  • Ensure the most critical tasks are always front and center to drive faster delivery and better outcomes.
  • Eliminate confusion and wasted time by clearly showing each person what to tackle next.
Personalized worklist

PMOs are succeeding with Project Insight.

Project Insight customer testimonial

We're saving 100 hours per month across our team of 7—while eliminating the tedious task of manually cross-checking data between multiple systems.

Jacqueline Leshko, CSM, PMP — Director, Portfolio Delivery, Cal Coast Credit Union

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EXPERT ONBOARDING

Onboarding support for a lasting adoption.

Rolling out new PPM software is more than a technical implementation; it is a shift in how your organization plans, tracks, reports, and makes decisions about work.

Project Insight helps your team make that shift with expert onboarding support, thoughtful configuration, role-based training, and a phased path that fits how your business works.

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Project Insight onboarding support