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Connect project data across the systems you already use.

Project Insight connects work from your existing business systems into one project data backbone. Bring together project execution, resource capacity, budgets, and financial data so leaders can see the complete picture across teams and tools. Keep people working in their preferred applications while improving portfolio reporting, forecasting, and decision making.
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THE PROJECT DATA BACKBONE

Keep your existing tools.
Sync your project data across systems.

Project data lives across project management tools, development platforms, CRM systems, accounting software, and spreadsheets. Project Insight connects that data into one project data backbone, giving organizations the complete picture they need for trustworthy reporting, forecasting, business decisions, and AI analysis.

01

Keep existing tools

Let teams continue working in tools like Jira, Azure DevOps, Salesforce, and other applications they already use.

02

Connect project data

Bring project execution, resource capacity, budgets, and financial data together in one connected project data backbone.

03

See the complete picture

Give PMO leaders one place to understand portfolio performance, forecast outcomes, and make decisions using connected data.

You can't report on data you're not tracking across systems. Neither can AI.    Explore the Project Data Backbone →

Project Insight's Popular Integrations

Azure DevOps

Azure DevOps

Connect Azure DevOps work to portfolio reporting, resource capacity, and project costs with native two-way sync.
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Jira

Jira Software

Connect Jira development work to portfolio reporting, resource capacity, costs, and billing with native two-way sync.
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Microsoft Project

Microsoft Project

Import Microsoft Project schedules to coordinate resources, timelines, and reporting across projects.
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Office 365

Office 365

Use Microsoft 365 tools alongside Project Insight to support project documents, communication, and collaboration.
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Microsoft Teams

Microsoft Teams

Manage Project Insight tasks, worklists, time, and expenses directly from Microsoft Teams.
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SharePoint

Microsoft SharePoint

Access SharePoint documents from Project Insight projects so teams can find files alongside their work.
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ServiceNow

ServiceNow

Connect ServiceNow tickets and tasks to project work for more complete delivery and portfolio reporting.
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Salesforce

Salesforce

Connect Salesforce opportunities to project planning, resource capacity, delivery, and billing with native two-way sync.
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QuickBooks

QuickBooks

Send approved project time, expenses, and invoice information to QuickBooks to streamline billing.
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Outlook

Outlook

Turn Outlook emails into project tasks or issues, or attach messages to existing Project Insight records.
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Gmail

Gmail

Create project tasks or issues from Gmail messages, or attach emails to related project records.
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Power BI

Microsoft Power BI

Use Power BI visualizations with project data to explore performance and portfolio reporting.
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Slack

Slack

Connect Slack conversations with project activity and assignments to keep work and discussions aligned.
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Microsoft Excel

Microsoft Excel

Import tasks and users from Excel, or export project data and reports for spreadsheet analysis.
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NetSuite

NetSuite

Connect NetSuite sales and financial data to project delivery and billing with native two-way sync for a more complete order-to-cash workflow.
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HubSpot

HubSpot

Turn closed-won HubSpot deals into projects and connect sales with delivery status and budgets.
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Microsoft Word

Microsoft Word

Generate project documents in Word using templates populated with Project Insight information.
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OneDrive

Microsoft OneDrive

Access OneDrive files from project records so documents stay connected to the work they support.
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Replicon

Replicon

Share project time, tasks, and expenses with Replicon to reduce duplicate entry and improve visibility.
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Freshdesk

Freshdesk

Connect Freshdesk support tickets to project tasks and share time and resolution updates.
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Box

Box

Access Box documents from Project Insight projects to keep shared files connected to delivery.
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Google Drive

Google Drive

Access Google Drive files from project records so teams can find documents alongside project work.
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Sage

Sage

Connect Sage accounting workflows with project financial information for coordinated financial reporting.
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SAP

SAP

Connect SAP business and financial processes with project work for a more complete operational picture.
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Zendesk Support

Zendesk Support

Connect Zendesk support tickets and issues with related project work and delivery tracking.
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Zendesk Sell

Zendesk Sell

Connect Zendesk Sell sales activity with project delivery to improve handoffs between teams.
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Microsoft Dynamics 365

Microsoft Dynamics 365

Connect Dynamics 365 business processes with project work and reporting across teams.
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Microsoft PowerPoint

Microsoft PowerPoint

Create executive and client presentations from PowerPoint templates populated with project reports.
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Trello

Trello

Bring Trello boards and cards into Project Insight for coordinated project tracking and reporting.
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SCIM

SCIM User Provisioning

Automatically provision and deprovision Project Insight accounts from your identity provider using SCIM.
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Basecamp

Basecamp

Import Basecamp project information into Project Insight for broader work management and reporting.
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Docusign

Docusign

Send project documents for signature and track proposal status alongside project records.
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Dropbox

Dropbox

Access Dropbox documents from Project Insight projects for connected file and project management.
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OneNote

Microsoft OneNote

Access OneNote notes and documentation alongside the Project Insight work they support.
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Frequently asked questions about Project Insight integrations

What does Project Insight integrate with?
Project Insight integrates with project management, development, CRM, accounting, ERP, collaboration, and service systems, including Jira, Azure DevOps, Salesforce, NetSuite, QuickBooks, Microsoft 365, ServiceNow, and HubSpot. These connections bring project work, resource capacity, budgets, and financial information together for project and portfolio management. Our core integrations, including Jira, Azure DevOps, Salesforce, and NetSuite, connect directly without requiring third-party connectors or middleware.
Do my teams have to stop using Jira, Azure DevOps, or Salesforce?
No. Teams can continue working in Jira, Azure DevOps, or Salesforce while Project Insight connects their work to project planning, resource capacity, costs, and portfolio reporting. Leaders can see work across teams and systems in one place without requiring everyone to use the same application.
What is a project data backbone?
A project data backbone is a connected foundation of project information that links resources, capacity, financials, intake, execution, governance, strategy, and reporting across teams and systems. Project Insight creates this foundation so organizations can use connected project data for trustworthy reporting, forecasting, business decisions, and AI analysis.
Which integrations are two-way?
Project Insight supports native two-way sync with Jira, Azure DevOps, Salesforce, and NetSuite, allowing information to flow between Project Insight and each connected system. The records, fields, and workflows synchronized depend on the integration and its configuration. Other connections support different workflows, such as importing schedules, exporting reports, or accessing documents; check the individual integration page for its capabilities.