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Key Differentiators
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Features
Explore our most popular features to elevate your project work & processes.
Integrations
Synch with your existing tech stack & unify your data in one central hub.
Portfolio Management
Manage work at the project, program & portfolio level simultaneously to meet strategic objectives.
Tour
Take a self-guided tour of Project Insight's multi-level work management software.
Success Stories
Discover why more than 10,000 companies have switched to Project Insight for PPM.
Key Differentiators
See how Project Insight delivers enterprise-grade features, integrations, and real-time visibility that other tools leave out.
POPULAR FEATURES
Intelligent Scheduling AI
AI-powered rescheduling. Instantly adjust timelines when schedules change & notify your team.
AI-powered Capacity Planning
Use AI to predict & balance workloads across projects. Use AI to suggest the most available & qualified resources.
Cross-software Time Tracking
Track time from across all projects & other systems. Easily submit time from any device.
SUPPORT
Getting Started
Learn how to use Project Insight in 30 minutes or less.
Help Center
Training, self-help, and support for Project Insight.
Free Live Training
Weekly, live, in-person training with our expert team.
Dev Tool Kit
Developer tools and REST API resource center.
EDUCATION
Webinars
Register for project management power tutorials and PDU events.
Tutorials
Learn how to use our most popular features.
Podcasts
Listen to the "Wear Your Cape to Work" project management podcast.
Blogs
Browse articles and news stories from project management experts.
ABOUT US
Company
Our origins, commitments, and values.
PM Basics
Project management resources, guidelines, and definitions.
Security
Hosted security held to the highest standard.
Partners
Work with or become a Project Insight partner.
Salesforce Integration
Share valuable Salesforce information with your project team. Let your sales and business development teams continue in Salesforce while your project teams work in Project Insight.
Get Started
See All Integrations →
Over
10,000 users
have found a
perfect fit with PI
SELL CONFIDENTLY
Quickly connect sales information to project work.
Let your sales team continue with Salesforce or their preferred CRM tool. When they win a new deal or start a sales order, you can bring the new proposal into Project Insight and link it to your Salesforce clients. Assign reviewers and make a work order. Then manage your work in Project Insight.
WORK BETTER
Automatically create projects and tasks from opportunities.
Quickly manage budgets and assign resources
Sets rates and expense codes
Establish start and end dates
Spend less time with manual entry and explaining deals to your work teams
See project comments, statuses, and issues in both systems to maximize sales communication
BILL ACCURATELY
Connect project work to billing and invoicing tools.
Create invoice records directly from project work. Unify your CRM, project management, and invoicing tools.
Take on
More Work
The sales and business development team can create new projects directly from SFDC that will pass directly to the project team for better forecasting and planning.
Save
Time
Improve efficiency. Eliminate duplicate data entry and the errors associated with it by passing account or customer information from SFDC over to Project Insight.
Improve
Collaboration
Allow teams to stay in the tools they prefer. Comments added in Salesforce will be posted to projects in Project Insight for seamless communication.