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Control project costs & reprioritize work to stay on budget.

Automatically track budgets, costs, and revenue across tasks, projects, and portfolios. Monitor financial performance in real time, apply burden rates, and forecast future expenses—all from a centralized platform.
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REAL-TIME FINANCIAL INSIGHTS

Track project costs & revenue at every level

  • Track budgets, labor costs, expenses, and revenue in real time
  • Apply burden rates for accurate labor costing and reporting
  • Set top-down or bottom-up budgets and monitor target vs. actual
  • Forecast using EV, PV, EAC, and ETC for true financial control
  • Provide role-based access to sensitive financial data
  • Aggregate reports across projects, sponsors, departments, and portfolios
Planned vs. Actual Report
SEAMLESS INTEGRATIONS

Connect to your financial systems effortlessly

  • Integrate timesheets, expenses, and invoices with QuickBooks Online and NetSuite
  • Export financial data via REST API for flexible accounting workflows
  • Streamline financial management without needing multiple disconnected systems

What sets Project Insight apart from other tools

  • Manage the full financial lifecycle—from proposal to invoicing—without switching systems
  • Native PMBOK-aligned forecasting: EV, PV, EAC, and ETC calculations built-in
  • Real-time budget health dashboards for executive and sponsor visibility
  • Role-based control over sensitive budget and cost data
  • Direct accounting integration—no middleware required
Project Insight Budgeting Differentiators