Powerful next-gen PPM features for project success

Take project, program & portfolio management to the next level with Project Insight's unrivaled & innovative capabilities. Optimize & automate every imaginable aspect of project work, capacity planning, time-tracking, financial reporting, and collaboration.
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Popular Features

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Time Tracking

Log time on tasks, timers, or mobile without separate software. Roll up hours across systems and portfolios for complete visibility into capacity and costs.

Resource and Capacity Management

Gain real-time visibility into team workloads across your portfolio and use AI to forecast availability and allocate resources intelligently.

Intelligent Scheduling

Automatically adjust task dates and dependencies with AI-powered scheduling—keeping your projects on track and your team aligned without manual intervention.

Client View Portal

Ensure client confidence without giving up a user seat. Assign clients tasks & approvals, share documentation, and report on project status with gated client views.

Project Requests

Save time with standard processes to create, assign, and route project requests for approvals. Prioritze initiatives and automatically launch project plans.
Project Templates

Project Templates

Save time with unlimited project templates. Create and reuse ready-made projects which are built from your organization's current processes and best practices.

Issue Tracking

Centralize issue tracking across all projects. Log, assign, and resolve issues within your workflow to ensure nothing slips through the cracks across teams or tools.

Approvals

Streamline PTO, purchase, and project approvals in one hub—with customizable routing, mobile access, and real-time visibility across workflows.

Budgeting & Costing

Track labor, non-labor, and revenue in one place—with PMBOK-aligned metrics, real-time visibility, and accounting system integration.

Email & Chat Integrations

Turn emails and messages from Outlook, Gmail, Teams, and Slack into tasks—capturing work at the source and syncing it into your projects instantly.

Mobile App

Manage tasks, time, approvals, and expenses from anywhere. Keep work moving with full mobile access to your projects and reports.

Customizable Reports

Choose from hundreds of built-in reports or create your own. Share & schedule real-time insights across projects or your entire portfolio.

Meeting Minutes

Automatically convert meeting notes into tasks, issues, and decisions. Auto-log minutes to your projects so nothing gets lost in follow-up.

Document Management

Connect repositories and collaborate on project files in one place—with access controls, task linking, and optional version control.

Appointment Calendar

Schedule and manage appointments across teams with drag-and-drop tools that auto-update assignments and notify resources in real time.

QuickBooks

Automate timesheets, expenses, and invoicing. Sync project data with QBO to eliminate double-entry and get real-time revenue insights so you know where you stand financially.

Portfolio Management

See every project in one place—even those from other tools. Track budgets, capacity, and priorities in real time across your entire organization.

Custom Fields

Create custom fields to track any project detail using any type of input. Easily report on these items to give your executives the most accurate picture of work in real time.

Personalized Dashboards

Let every user build their own dashboards. Surface the project metrics that matter most to PMs, execs, and client contributors.

Field Service Project Management

Track field teams with real-time location data—combine geotagging, routing, and project workflows in one connected platform.