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Total Users 3UnlimitedUnlimitedUnlimited
Custom Fields 1515100
Unlimited Project and Task Management Checked Checked Checked Checked
Unlimited Project Templates Checked Checked Checked Checked
Unlimited Views: Gantt, Planning board, Kanban, Calendar, Assignment, Issues, Status, & more Checked Checked Checked Checked
Unlimited Activity Checked Checked Checked Checked
Unlimited Comments Checked Checked Checked Checked
Intelligent Scheduling Checked Checked Checked Checked
AI-suggested Work Breakdown Structure Checked Checked Checked Checked
Task Dependencies Checked Checked Checked Checked
Start and End Dates Checked Checked Checked Checked
Email Integration and Notifications Checked Checked Checked Checked
Microsoft 365 Integration Checked Checked Checked Checked
Microsoft Teams Integration and Notifications Checked Checked Checked Checked
Slack Integration and Notifications Checked Checked Checked Checked
Mobile App and Notifications Checked Checked Checked Checked
Document Management Checked Checked Checked Checked
Customizable Reporting Checked Checked Checked
Cloud Storage Checked Checked Checked Checked
Companies Checked Checked Checked Checked
Milestones Checked Checked Checked Checked
Date, Number & Currency Formatting Checked Checked Checked Checked
Favorites Checked Checked Checked Checked
Groups Checked Checked Checked Checked
Resource Directory Checked Checked Checked Checked
Custom Add-ons Checked Checked Checked Checked
Workflow Automation Checked Checked Checked Checked
Administrative Dashboard Checked Checked Checked Checked
Advanced Search Checked Checked Checked Checked
Shortcuts Checked Checked Checked Checked
SOC2 Security Compliance Checked Checked Checked Checked
Self-help Resources Checked Checked Checked Checked
Monthly Feature Webinars Checked Checked Checked Checked
Extensive Video Tutorial Library Checked Checked Checked Checked
Uptime Service Level Agreement Checked Checked Checked Checked
Security Features Checked Checked Checked Checked
Budgeting and Costing Checked Checked Checked
Expenses and Expense Reports Checked Checked Checked
Planned/Actual Expenses Checked Checked Checked
Time Tracking and Timesheets Checked Checked Checked
To dos Checked Checked Checked
Work Timers Checked Checked Checked
Project Status Checked Checked Checked
Project Roles Checked Checked Checked
Resource Types Checked Checked Checked
Impersonate Users Checked Checked Checked
Locations Checked Checked Checked
Appointment Calendar & Scheduling Checked Checked Checked
GPS Geolocation Task Enablement Checked Checked Checked
Service Location Dispatching Checked Checked Checked
Mobile Device Receipt Capture AI Checked Checked Checked
Signature Capture AI Checked Checked Checked
File Management Checked Checked Checked
Weekly "Office-Hours" Live Training Checked Checked Checked
Support Tickets Checked Checked Checked
Invoice Records and Billing Checked Checked
QuickBooks Online Integration Checked Checked
Portfolio Management Checked Checked
Program Management Checked Checked
PMO Management Checked Checked
Approvals and Approval Templates Checked Checked
Issue Tracking Checked Checked
Project Requests Checked Checked
Proposals & Proposal Templates Checked Checked
Project and Task Types Checked Checked
Project Baselines Checked Checked
Project Phases Checked Checked
Project Priorities Checked Checked
Project Sponsors Checked Checked
Personalized Dashboards Checked Checked
Departments Checked Checked
PTO Tracking Checked Checked
Placeholder Resources Checked Checked
Team Assignments Checked Checked
Sprints, Agile, & Scrum Checked Checked
Meeting Minutes Checked Checked
AI Action Items from Meetings Checked Checked
Branded Forms Checked Checked
Branded Reporting Templates Checked Checked
REST API Access Checked Checked
Key Performance Indicators (KPI's) Checked Checked
Strategic Planning Checked Checked
Work Status Checked Checked
Labor and Non-Labor Costs Checked Checked
Custom Items 3 Unlimited
Cross-project Dependencies Checked
Resource and Capacity Management Checked
AI-Assisted "what-if" Simulations Checked
Critical Path Tools Checked
Executive Reporting Checked
File Version Control Checked
Project Health Checked
Project Scorecard Checked
Risk Matrix Checked
RAID Log Checked
RACI Chart Checked
Client View (External Users) Checked
CRM Capabilities Checked
CapEx/OpEx Checked
Private Projects Checked
Mobile Appointment Rescheduling Checked
Notification Configuration Checked
Notification Template Customization Checked
Share Automated Reports Externally Checked
Custom Form Label Checked
Process & Software Customizations Checked
Language Translation Checked
Dedicated Customer Success Manager Checked
HTML Pages Checked
PMO Consulting Checked
JavaScript and CSS Customization Checked
SSO with Microsoft Entra ID (Azure AD) Checked
SSO with Microsoft Checked
SSO with SAML Protocol Checked
Google Authenticator SSO Checked
Advanced Security Options Checked
Two-factor Authentication Checked
Login Protection Checked
IP Restrictions Checked
HIPAA Checked
Azure DevOps Checked
Jira Integration Checked
Freshdesk Integration Checked
HubSpot Integration Checked
QuickBooks Desktop Integration Checked
Salesforce Integration Checked
ServiceNow Integration Checked
Trello Integration Checked
Zendesk Sell Integration Checked
Zendesk Support Integration Checked
FREE
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 PRO
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 BUSINESS
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 ENTERPRISE
Contact Us

Frequently asked questions.

Which plans include time tracking and invoicing?
Time tracking is available starting in Pro. Invoicing and QuickBooks Online integration are available in Business and Enterprise.
Do you offer portfolio, program, and PMO management?
Yes. Portfolio, program, and PMO management capabilities are included in Business and Enterprise for cross-team visibility and governance.
Can external clients view project status?
Yes. The Client View for external users is available in Enterprise so clients can track status and share updates securely.
Which integrations are supported?
Native integrations include Azure DevOps, Jira, Microsoft 365/Teams, Slack, Salesforce, ServiceNow, QuickBooks (Online and Desktop), HubSpot, Freshdesk, and more. Ask us about additional connectors and API options.
What security options are available?
Project Insight supports SOC 2 controls, SSO (SAML, Microsoft Entra ID), two-factor authentication, IP restrictions, and advanced security configuration. HIPAA can be accommodated in Enterprise.
How many custom fields can we use?
Free includes 1, Pro 5, Business 15, and Enterprise up to 100. If you need more, talk with us about Enterprise options.
Do you help with onboarding and migration?
Yes. We offer guided onboarding, training, and data migration support. Business and Enterprise include configuration assistance aligned to your processes.