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Stop rebuilding the same status report every week.

Executives need portfolio health. PMs need tasks, time, budgets, and approvals. Clients need a focused view of their own work. Project Insight gives every role a live dashboard built from the same connected project, portfolio, resource, and financial data—so nobody has to rebuild the story in slides.
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NO MORE STATUS DECKS

Leaders stop asking for updates and just look.

When project, resource, and financial reporting live in separate views, someone still has to assemble the executive picture by hand—and the numbers are already aging by the time leadership sees them.

  • Show live portfolio, project, resource, and budget status side by side.
  • Surface what needs attention without waiting on manual status updates.
  • Give PMOs, department leaders, and executives roll-ups across every project.
  • Let leaders see the tradeoffs behind priorities, not just a percentage complete.
Executives reviewing live portfolio dashboards
Dashboard tiles for time sheets, approvals, and reports
BEYOND TASK WIDGETS

Dashboards that answer budget and capacity questions.

A wall of task widgets may show what is open without explaining whether the work is on budget, who is over capacity, or what is waiting on approval. Project Insight brings those answers into the same live view.

  • Add native tiles for tasks, to-dos, projects, issues, time sheets, and approvals.
  • Drop in saved reports and charts inline instead of linking out to them.
  • Include calendars, work lists, notifications, embedded pages, and RSS feeds.
  • Build layouts by drag and drop with expandable, collapsible components.
ONE VIEW PER ROLE

Share the right slice with the right audience.

Most tools show everyone the same dashboard. Project Insight lets you choose exactly what each person sees—even individual dashboard sections—so clients and team members see only what is relevant to them.

  • Create and save unlimited personal and shared dashboards per user.
  • Control visibility down to the individual chart or tile, not just the board.
  • Set a default dashboard for first login and switch between saved views instantly.
  • Give clients their own project view without exposing internal work.
Role-based dashboards for teams, executives, and clients
DIFFERENTIATORS

What sets Project Insight's personalized dashboards apart?

Most platforms let teams build dashboards from tasks, boards, sheets, or saved filters, and several also support portfolio views, time reporting, or web embeds. Project Insight brings the full PPM picture into one role-based view—projects, portfolios, capacity, time sheets, approvals, budgets, and reports—with visibility controlled down to each component.

  • Combine live project, portfolio, resource, time, approval, and financial data in one view.
  • Give executives, PMOs, project managers, teams, and clients dashboards built for their roles.
  • Show or hide individual charts and tiles instead of sharing the entire dashboard unchanged.
  • Add saved reports, charts, calendars, work lists, and web content directly to the dashboard.
  • Replace manually assembled status decks with live information from the same connected system.
Personalized dashboard capabilities compared across Project Insight, monday.com, Asana, Smartsheet, Jira, and ClickUp.
Key Personalized Dashboard Capability
Project Insight
monday.com
Asana
Smartsheet
Jira
ClickUp
Project, portfolio, resource & financial roll-ups Yes: Connected PPM data in one live view Partial: Board roll-ups; portfolio depth varies by plan Partial: Project and portfolio reporting; budgets add-on Partial: Sheet and report roll-ups; portfolio add-on Partial: Issue and project gadgets; PPM depth via apps Partial: Workspace portfolio cards; financials configured
Native time sheet, approval & report components Yes: Time sheets, approvals, reports, projects & issues Partial: Time tracking widgets; approvals configured Partial: Time tracking; time sheets and budgets add-on Partial: Report and metric widgets; workflows in sheets Partial: Issue gadgets; time and cost depth via apps Partial: Time reporting cards; approvals configured
Visibility controls for individual components Yes: Show or hide each chart and tile by audience Partial: Dashboard and source-board permissions Partial: Dashboard and project permissions Partial: Dashboard and source-item sharing Partial: Dashboard sharing plus gadget data access Partial: Dashboard and location permissions
Multiple personal and shared dashboards Yes: Multiple personal, shared and default dashboards Yes: Multiple dashboards; source limits vary by plan Yes: Project, portfolio and reporting dashboards Yes: Multiple dashboards with item-level sharing Yes: Multiple personal and shared dashboards Yes: Multiple dashboards and dashboard views
Saved reports, calendars & embeds inline Yes: Saved reports, charts, calendars & web embeds Yes: Broad widget catalog with embedded content Partial: Reporting charts; no general embed cards Yes: Report, image and web-content widgets Partial: Native gadgets; Marketplace expands options Yes: Time, portfolio and embed cards

Comparison reflects publicly documented capabilities as of July 2026. App availability, plan requirements, and configuration may vary.