Project Insight Blogs

In today’s fast-paced project environments, team engagement is crucial to ensure success. As project managers, we are tasked not just with delivering projects, but with creating a team dynamic that fosters productivity, collaboration, and high performance. In a recent webinar, we delved into ways project managers can improve team engagement, focusing on understanding personality types, promoti...

Organizing a multi-day event, whether it's a conference, a corporate gathering, or an annual meeting, can be both exciting and challenging. With so many moving parts, having a well-structured project plan is critical to ensuring every detail is covered. This blog will guide you through the process of planning a seamless multi-day event and provide you with a ready-to-use project plan template ...

Understanding the personalities of your team members can make a profound difference in project success. At our recent webinar, we delved into how personality tools like Myers Briggs, DISC, and Big Five can be leveraged to improve communication, collaboration, and overall team dynamics. Here are some key insights: Why Personalities Matter in Project Management Every person on your team perceives ...

The healthcare industry is a vast and multifaceted domain encompassing hospitals, health systems, insurance companies, pharmaceutical firms, healthcare vendors, and medical groups. Healthcare organizations today face numerous challenges, including rising costs, staffing shortages, and stringent regulations. These factors create significant pressure on healthcare teams to optimize resources, cut ex...

In today's digital landscape, integration capabilities are crucial for SaaS tools. They enable seamless data exchange and workflow automation between different software applications, enhancing operational efficiency, improving data accuracy, and supporting scalable growth by creating a unified data ecosystem. When shopping for software, understanding integration capabilities is essential. Here's w...

If you're new to the world of project management, learn about crucial PM concepts, principles, benefits, and applications - going beyond just timelines and checklists. In his recent blog post, Take a Glimpse Into the Strategic Side of Project Management, Roderick Conwi, PMP, CAPM, LSSWB shares about the essential foundations of successful project management and comments on Project Insight's Pr...

In the dynamic world of project management, transitioning seamlessly from the initial sale, through diligent work efforts of your team, to the final invoicing and billing phase is a complex journey that takes sophisticated workflows. Our recent webinar in the Project Insight Power Tutorial series shed light on how our award-winning tool simplifies this journey, transforming it into a streamlin...

Introduction In the dynamic world of project management, understanding and managing finances is crucial for success. Two key components of financial management are Capital Expenditures (CapEx) and Operational Expenditures (OpEx). How these are handled can significantly impact a project's outcome. The new feature in Project Insight, named "CapEx OpEx," offers a streamlined way to manage these expen...

Project management has a rich vocabulary of key concepts, tools, acronyms, and methodologies. We've assembled the top 100 project management terms (and then some) in this glossary to serve as a comprehensive list of project management terminology. Project Insight is committed to helping project managers make work life easier with clearer communication, better decision-making, and a more profound g...

The remote work force is growing exponentially and is becoming commonplace. The tools that we have available to manage remote work are numerous, but the Project Manager is being asked to take on additional responsibility for making remote work go more smoothly for their teams. This webinar will discuss some of the benefits of remote work and the key challenges of not working in person with you...

Irvine, CA — 12-2-2022 – Project Insight (PI) announced today that it has been nominated for Best Project Management tool as part of the 38th annual CODiE Awards. The CODiE Awards honor the best products, companies and teams in the business and education technology industries and are widely recognized as the “academy awards of the B2B technology industry." The CODiE Awards are presented by the...

What are You Thankful for on This Project Management Thanksgiving? As Thanksgiving 2022 approaches, I'm sure most of us have lots to be thankful for. I know I do. But taking this from a different perspective, in terms of Project Management, what do we have to be thankful for? These things come to mind for me... 10. A steady job 9. A new project 8. A cohesive team 7. A cooperative cl...

Is Your Project Haunted? As we approach Halloween this year, let’s consider – could these project be haunted? Old techniques for project management may have worked for you before but, don’t always work for everything and may never work again. Resurrecting them may seem like a good idea, but is often a symptom of complacency and can lead to zombie project nightmares. Those old projec...

The CEO is in charge and likely arrived in their position through leadership, success, and doing the right things, right? One would think that the CEO has it all together – surely there’s nothing more the CEO can learn. They’re at the top of their game – the pinnacle of their profession. Here’s the problem, the typical CEO has to maintain a fairly high level of focus on the organization as a ...

Five Top Causes of Project Delays Delays happen – sometimes for things way out of the project lead’s control. Project delays are a way of life in the project management world. We do everything we can (at least we think we are doing everything we can) to avoid project delays by starting with a good project schedule that we’re watching closely. We stay on top of all the project tasks, we create fil...

Some Key Risks Lengthy Projects and How To Mitigate Them A high-dollar, high-visibility, long-term project for a customer ready to spend top dollar on a successful solution sounds like a great opportunity. A career-changer, a resume-booster, and attention-getter. A very desirable scenario... right? Well, yes it, it definitely can be if it goes well, is deemed successful and doesn't becom...

2022 PMI Jobs Report Opportunity Amid Recovery Even in the face of ongoing economic uncertainty, one thing is clear: Job seekers are in control. After two years of pivots and resets, organizations are settling into new ways of working and delivering innovative solutions. As the world rebuilds and reinvents, there is historic investment in infrastructure, healthcare, mobility, digital transf...

In honor of "National Superhero Day" on 4/28 this year, this article talks about how to be a superhero project manager. It can be a very good thing and a resume boost and an ego boost – or it can turn out very badly and be a disaster. And, the biggest frustration factor in all of this is that if it deemed a failure at the end anyway, there may have been nothing or not enough within your own contro...

There is no question that our project resources – their strengths, weaknesses, ability to handle pressure, and their availability at the right time is key to the success of any project. Is resource management easy for you or is it a pain-point like it is for the rest of the project management world? Egos, conflicts, tracking delegated tasks, and making sure team resources are fully utilized ar...

If the Covid-19 pandemic has shown us anything, it has definitely shown us that remote work and virtual teams are still a productive way to work. In some cases, they can actually be more productive than co-located and face-to-face teams. Now that things are resolving, Employers have opted to allow some or all employees to work from home rather than go back to the typical office situation. Why? Bec...

The project manager is the project leader, the go-to person on the project, the one everyone is supposed to look to and listen to for direction and status. What about the project customer who can’t reach out and touch the project manager whenever they want to? Do they have concerns? Is their money being well spent? And what about the project manager? What obstacles does the remote PM face that...

While not that much changes in project management from year to year, that doesn’t mean there is no change at all. In one of my favorite shows – the “Big Bang Theory” – there’s a quote early in the series when Leonard and Penny are out to dinner… Penny: So, what’s new in the world of physics? Leonard: Nothing. Penny: Really, nothing? Leonard: Well, with the exce...

Communication is Job One for the project manager. If there is a breakdown, the responsibility has to fall to the project manager, and it can be devastating to the project. Have you ever been there – a breakdown in communication or key pieces of information falling through the cracks starts to cause an otherwise successful project engagement to experience timeline issues, deliver...

Project Insight recognized as finalist for prestigious industry award IRVINE, Calif., May 2, 2019 - Project Insight® (PI®), a leading work management solution, is excited to announce their nomination as a finalist in the 2019 SIIA CODiE Awards in the category of Best Project Management Software. Finalists represent the best products, technologies, and services in software, information and...

The tech industry is at the forefront of innovation and problem solving. And while engineering and computer-related roles are some of the fastest growing fields in the U.S., women only hold about 25% of those positions. We sat down with Christine Cunliffe, Chapter Director of ChickTech OC, and Ellen Tran, volunteer with the organization, to discuss the importance of presenting hands...

Irvine, CA, April 18, 2019 - Project Insight, the leading work management and aggregation platform, announced today the second version release of its portfolio synchronization and estimation conversion add-on for Atlassian's Jira. With the proliferation of development tools using story points and other agile techniques, it has become increasingly difficult for portfolio ma...

The project management job market is as competitive as it is diverse. How do you set yourself apart? We know there are many questions surrounding getting your PMP certification such as, "When as a project manager should you make it official?" or "Does the certification make the person?" We sat down with Melvin Randle, Independent Project Management Consultant, to get some answers an...

Ah, Valentine's Day! The one day we get to publicly express our gratitude for the love, friendship and partnerships in our lives. So, we're ready to wear our heart on our sleeve to bring you the Top 5 PI features you'll fall in love with! 5. Communication: If communication is the key to every great relationship, then @mention-ing, email notifications and our VirtualPM for Slack inte...

You wake up early in the morning. You quickly get your coffee, eat a light breakfast, and go to work. You do your best to complete all tasks on time, but you always seem to struggle with that. You see that one special employee, who manages to complete much more work than everyone else, and they still enjoy their breaks and casual talks with the team members. This person also goes to a...

The project management field is constantly evolving, so it is important for leaders and other professionals working in this area to keep up with the latest trends and to change with the times. Similarly, it is imperative that employee development strategies and online project management training programs adapt and evolve. In this article, we take a closer look at some of the most sign...

The primary obligations of a project manager can be boiled down to handling difficult projects and obtaining positive results. This may sound as if being a project manager is easy, yet a well-paid job. Nevertheless, in order to balance all the elements of a complex project, a project manager has to work hard on a daily basis. Therefore, a project manager has to possess an array of skills surroun...

The organizational strategy of your company is directly proportional to your business performance. If both you and your employees are perfectly organized and aligned with the company’s mission and culture, the likelihood of progressive growth is significant. The marketplace is everchanging and the values and expectations of employees are constantly fluctuating. Nothing is certain, an asp...

The success of your website project depends on how you plan and manage the entire process of your site creation from the initiation until when your website is live. Knowing the secrets of website project management will transform a tedious process into an exciting and memorable experience. We share valuable tips on how to achieve a great website timely with minimum stress. 1. Have Clear Ob...

Regardless of the size of your business, you have to juggle various projects, tasks, plans, and manage people. Thus, it becomes important to have a solution which will plan out everything and will keep everything organized in a way that is profitable and accurate at the same time. This is when project management software comes in. The benefit of this software is unimaginable. Essentially, it is ...

Meet Dylan He's our Customer Success Coordinator. He has many leather-bound books, his apartment smells of rich mahogany... He's kind of a big deal. Fun Fact: He's played the Old Course at St. Andrew's in Scotland, Golf's Birthplace (So you know he's well-traveled) Likes: The outdoors, photography and Diet Coke® (You know he looks out for his health) Dislikes: Pickles and mushrooms (...

As the year comes to a close, we took some time to reflect on what we've accomplished, what we're working on and where we're headed. A sincere THANK YOU!! to all our customers for driving us to be the best we can be. We couldn't have accomplished everything we set out to do without your consistent feedback, support and partnership. Here's to growth, productivity and success in 2019! 🥂 ...

Whether you work in a large business or you’re an entrepreneur, you can probably benefit from implementing some sort of project management software into your day-to-day tasks to improve productivity and output. Project management software is becoming almost a requirement in companies today, as everyone is able to see positive impact almost immediately. Here are the top five ways that your busine...

Project management is a combination of several fundamental principles, policies and procedures that are established and that guide the project from the conception stage to the completion. All your projects require organization and planning that are the most essential parts of doing better projects. Therefore, students will be required to have particular skills to ensure they can see the project ...

Many project managers prefer not to talk about branding. They see branding as logos and slogans or just as something aimed toward selling only. The truth is that branding is much more than that. Branding can affect the whole lifecycle of the project, from the stage of planning to launch, and to delivery. Your branding can determine the success of your project, its support, and acceptance. A ...

In search of a new job as a project manager, there are a wealth of options available. Some roles more challenging than others, but they offer more. Various perks and or salary increases appeal to most professionals, however for those seeking interpersonal growth, stepping outside your comfort zone and tackling new challenges is the quickest way to career development. Distinguishing yourself ...

Would you ever write a 3,000 word article about trends in Q-tip manufacturing? Chances are a ghostwriter has. They're the unsung heroes of the content world, quietly helping to establish your favorite brands and influencers as thought and industry leaders. We talk benefits, challenges and down right obscure with ghostwriter Sarah Fister Gale to discuss the "snackable content" she writ...

It's Thanksgiving week! While everyone (At least in the U.S.) is rushing to get everything together for the holidays, we took a moment at PI® to express what we're grateful for. "I'm thankful for Millennials killing every major industry Baby Boomers hold so very dear. But seriously, I am very thankful to live in a time where anyone can create the next big thing that disrupts any industry. ...

Audience Professional Services Companies, Project Managers Description learn how Project Insight optimizes the project life cycle for professional services. Key Takeaways How to automate your project process from initiation to close using PI® Moving from sales orders to execution and delivery phases How to create proposals, project plans, monitoring features and invoice records in...

Irvine, CA, October 23, 2018 – Artificial Intelligence (AI) has emerged as a key technology, disrupting the way business and society operates. Many predictions have been made about how the technology will transform every aspect of our daily lives; most ingrained in the notion of fear. Hollywood tropes aside, AI has been around since the early 20th century. It has evolved to enhance b...

Freelance has tons of advantages: from avoiding long-distance commuting to setting your own hours. Even so being a freelance project manager is definitely not the easiest career path to follow. Yes, you get to work wherever and whenever you want, choose the conditions you like and be your own boss. But all these great perks usually come along with endless challenges. So if you consider ste...

Artificial Intelligence has emerged on the scene as a gamechanger, soon to be disrupting every aspect of our lives. Aside from understanding what AI is, the more important question to address is HOW it’s changing the landscape of business and the economy. We talk with Adrien Book, strategic consultant specializing in emerging technologies and blogger about what should be asked of tech...

Scope management's purpose is to ensure that a project includes all the work required and does not include work that is not required to meet project objectives. The work required is derived from the definition of the product or service to be delivered (for example product features and functions) by the project and by the process (for example, project management work) used to deliver it. A di...

So you can define the scope, create a project plan and track schedules. Great! One thing you might've overlooked: Coordinating a high performing team that delivers. Think IQ is everything in project management? Think again. It’s not what you know, it’s how you know. Now more than ever, emotional intelligence is a key component of leadership, driving engagement and ultimately success. ...