The Hidden Cost of Disconnected Project Financials

Wednesday, May 27 2026 at 1:30 p.m. ET / 10:30 a.m. PT

30-Minute Power Tutorial

Project financials often start with a clear plan, but once work begins, the numbers can quickly become disconnected. Proposals, budgets, time entries, expenses, billing, and actual costs may all live in separate places, making it harder to understand how the work is performing against the original plan.

In this 15-minute Power Tutorial, Project Insight will show how teams can connect the financial plan to the actual work being done.

What You'll Learn:

How to create proposal and project-level budgets
How milestone billing connects sold work to project execution
How to track planned vs. actual labor, expenses, and costs
How to separate CapEx and OpEx for clearer financial reporting
How time entries, work expenses, and actual costs update budget visibility
How what-if scenarios help compare execution options by cost, duration, and impact
How to understand financial performance against the original project plan

Speakers

Steve West

CEO

Project Insight

Steve West is the CEO of Project Insight. He co-founded PI in 2001 alongside certified PMPs to align enterprise-grade project governance with practical, intuitive team workflows. For more than two decades, Steve has worked with thousands of project management professionals to centralize project, program, and portfolio data across teams and tools, enabling leaders to make confident, data-driven decisions at scale.

Mathew Sparkes

Director of Sales & BD

Project Insight

Mathew Sparkes is Director of Sales and Business Development at Project Insight, where he partners with growing companies to solve complex project management challenges. With over 20 years of experience across Fortune 100 enterprises and SaaS startups, he brings deep expertise in consultative sales, CRM integration, and project operations.