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Centralize and control your project documents.

Project Insight connects documents to the work they support, not just to another storage location. No more hunting for a file in an email. Everything is at your fingertips when you need it.
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KEEP WORK AND DOCUMENTS TOGETHER

Find the right document attached to the work it supports.

  • Connect documents directly to the related task, project, or portfolio
  • Keep requirements, contracts, plans, approvals, and deliverables alongside the work
  • Give teams one place to find project information without searching across folders and emails
  • Reduce duplicate uploads and disconnected file links
Documents connected to a Project Insight project
Document Version Control
KEEP VERSIONS CLEAR

Keep everyone working from the right file.

  • Maintain a clear history of document versions
  • Use check-in/check-out to prevent conflicting edits
  • Replace emailed attachments with one connected source for the latest file
USE THE SYSTEMS YOU ALREADY HAVE

Bring your document repositories into your projects.

  • Connect SharePoint, Google Drive, OneDrive, Dropbox, and Box directly to projects
  • Connect multiple repositories to one project when files live in different systems
  • Keep the security and permissions already set in each repository
  • Store files directly in Project Insight when an external repository is not needed
Document repository connections in Project Insight
Differentiators

What sets Project Insight apart for document management?

Project Insight connects SharePoint, Google Drive, OneDrive, Dropbox, and Box directly to your project workspace. Teams can connect more than one repository to the same project, keep existing access permissions, or upload files directly to Project Insight. Files stored in Project Insight can use version history and check-in/check-out, and documents can be linked to tasks, projects, and portfolios.

Key Document Repository Feature
Connect multiple document repositories to the same project Yes: Connect several repositories to one project Partial: Attach individual files from cloud storage Partial: Attach files; one account per service, user, and workspace Partial: Attach individual files from cloud storage Partial: Attach individual files from cloud storage Partial: Attach individual files from cloud storage Partial: Use links or Marketplace apps
File version history with check-in/check-out Yes: Version history + check-in/check-out Partial: File version history; no check-in/check-out Partial: ClickUp Docs history; no file check-in/check-out Partial: Proofing versions; no check-in/check-out Yes: Version history + check-in/check-out Partial: File version history; no check-in/check-out Partial: Confluence file versions; no check-in/check-out
Link documents to tasks, projects, and portfolios Yes: Tasks, projects, and portfolios Partial: Boards and items Partial: Tasks Partial: Tasks and messages Partial: Rows and sheets Partial: Tasks, folders, and projects Partial: Issues