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AI-powered project templates & WBS planning

Use AI to scope an accurate first-draft project plan from your real inputs, then save it as a reusable template. Prepopulate tasks, roles, documents, budgets, and work hours so every new project starts aligned to your best practices.
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Plan with AI

Generate smart templates from real project details.

  • Capture business context, phases, roles, milestones, and estimated duration in one step.
  • Let AI produce a first-draft WBS that matches your delivery approach and terminology.
  • Create multiple renditions for the same project type and choose the strongest structure.
  • Refine tasks, dependencies, and assignments before saving as a template.
Add Project with Template
From plan to template

Save refined AI plans as reusable templates.

  • Preload tasks, budgets, predecessors, and team roles into each template.
  • Attach required forms, SOWs, checklists, and onboarding docs for instant access.
  • Embed automation for alerts, approvals, and phase gates tied to each template.
  • Launch projects in one click with structure, staffing, and documentation ready.
Template library

Store, organize, and govern templates across teams.

  • Group templates by department, project type, customer program, or service offering.
  • Use tags, versions, and owners to keep templates searchable and current.
  • Control visibility and editing with permissions that support PMO governance.
  • Help new project managers start from proven structures instead of blank pages.
Template Library Organization
Connected delivery

Kick off live projects from AI-created templates.

  • Convert templates to live projects without rekeying tasks, dates, or assignments.
  • Align schedules, capacity, time tracking, and budgets from day one.
  • Report on status, costs, and outcomes using the same standardized structure.
  • Scale repeatable delivery with templates for common engagements and product lines.
Template Library Organization

What sets Project Insight apart from other tools?

  • AI builds your templates for you from your actual project details, not generic samples.
  • End-to-end flow from AI plan to saved template to live project in one platform.
  • Prepopulation for tasks, roles, budgets, dependencies, and documentation.
  • Built-in automation for alerts, approvals, and assignments aligned to governance.
  • Unlimited templates with organization, tagging, versioning, and permissions.
Project Insight Project Templates Comparison