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Manage project finances from proposal to invoice.

Build budgets from the work or set targets from the top down. Then track labor, expenses, costs, revenue, and forecasted outcomes as projects change—without rebuilding the numbers in spreadsheets.
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PROJECT FINANCIAL CONTROL

Know where every project stands financially

  • Build top-down targets or bottom-up budgets from planned project work
  • Turn planned and actual labor into accurate costs using rates and burden
  • Track expenses, costs, and revenue against the budget as work progresses
  • Forecast final outcomes using earned value metrics including EV, PV, EAC, and ETC
  • Roll up financial results across projects, sponsors, departments, and portfolios
  • Control who can view and manage sensitive project financial data
Project planned versus actual financial report
CONNECTED ACCOUNTING

Keep project and accounting data connected

  • Connect project timesheets, expenses, and invoice data with QuickBooks Online and NetSuite
  • Use approved project financial data in billing and accounting workflows
  • Export financial data through the REST API when your process requires a custom connection
DIFFERENTIATORS

What sets Project Insight's budgeting & costing apart?

Many work management tools can store a budget in a custom field or show it on a dashboard. Project Insight connects project finances to the work itself — from proposals and task-level costs through earned value forecasts, portfolio reporting, billing, and invoicing.

  • One connected financial lifecycle: Carry approved proposal data into the project, budget, actuals, billing, and invoicing without rebuilding it in separate tools.
  • Forecast overruns sooner: Use built-in EV, PV, EAC, and ETC calculations instead of constructing earned value formulas manually.
  • Calculate the real cost of work: Combine planned and actual labor, expenses, rates, revenue, and burden in the project record.
  • See financial health at every level: Roll up results by project, sponsor, department, program, or portfolio.
  • Connect projects to accounting: Continue approved financial data into QuickBooks Online, NetSuite, or a custom API workflow.
Key budgeting and costing capabilities compared across Project Insight, monday.com, Asana, Smartsheet, Jira, and ClickUp.
Key Budgeting & Costing Capability Project Insight monday.com Asana Smartsheet Jira ClickUp
Full project financial lifecycle Yes: Proposal, budget, time, expense, billing & invoice Partial: Budgets on boards; invoicing sits in monday CRM No: No native cost or invoice workflow Partial: Requires the separate Resource Management product No: Requires Marketplace apps Partial: Custom fields and time tracking; invoicing sync in beta
Built-in earned value forecasting Yes: EV, PV, EAC & ETC calculated natively No: No native EVM; build formulas yourself No: No native EVM No: No native EVM; templates and formulas No: Requires a Marketplace app No: No native EVM; custom fields and formulas
Labor, expense & revenue actuals Yes: Time, expenses, rates & burden roll up automatically Partial: Time tracking column; no rates or billing No: No native time tracking Partial: Time, expenses & bill rates in Resource Management No: Requires Marketplace costing apps Partial: Native time tracking; costs via custom fields
Financial rollups across portfolios Yes: Projects, sponsors, departments, programs & portfolios Partial: Cross-board dashboards; no cost roll-up Partial: Portfolios; no native cost data Partial: Reports in Resource Management No: Requires Marketplace dashboards and apps Partial: Dashboards built from custom fields
Accounting connection for project finances Yes: QuickBooks Online, NetSuite & REST API Partial: Native QuickBooks integration No: No native accounting integration Partial: QuickBooks invoicing via Resource Management No: Requires Marketplace accounting apps Partial: QuickBooks sync in beta