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SOUND FAMILIAR?

You're spending more time updating spreadsheets than working.

  • You are emailing updates and re-entering details every time something changes.
  • Information gets lost in messaging apps and email threads.
  • You spend more time adjusting the spreadsheet than working on the actual project.
  • Manual entry errors are setting the team back.
  • Nobody downstream gets alerted when something changes.
Managing projects in Excel spreadsheets

5 spreadsheet problems that block growing teams.

As 10 projects become 50+, these spreadsheets challenges stop being annoying and become catastrophic. Here's what breaks down.

01

Resource Management

You can't see who's overallocated across all your projects. Teams become overassigned or underassigned quickly. This translates into burn out fast.

"Sarah looked available. Turned out she was 140% allocated."

02

Portfolio Visibility

Your executives can't see what's at risk or not a priority. They make decisions on gut feeling, not data. Risk signals get missed until it's too late.

"We killed a $500K project in month 8. Leadership never saw the warning signs."

03

Financial Visibility

Budget lives in one spreadsheet, actuals in another, forecasts somewhere else. You can't tell if a project is profitable until it's done, and that's too late.

"We thought that project was profitable. It was actually $80K underwater."

04

Governance

Work information comes by email, text message, and from meetings. There's no consistent process for approval, prioritization, or tracking. Too many "ways" end up creating chaos.

"We have 47 projects marked 'high priority' because there's no real process."

05

Connected Data

Project data lives across several systems. Time is trackded in one tool. Execution work is in another tool. And budget in another tool. None of the systems "talk" and makeshift integrations break.

"We can't answer 'Are we on budget?' without pulling from 5 systems."

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How can we save 2-7 hours per person without spreadsheets?

Our data says that teams save 2-7 hours per week. Here's exactly what we're talking about—broken down by task.

Task
With Spreadsheets
Current state (manual, disconnected)
With Project Insight
Automated, real-time
Time Saved/Week
Status updates (manual re-entry) 1-2 hours manually copying data between files Automatic from project updates 1-2 hours
Finding current project info 30 min searching across 5+ spreadsheets Instant, centralized view 30 min
Budget tracking & forecasting 1 hour manual calculations and reconciliation Real-time dashboard updates 1 hour
Resource allocation questions 2-3 hours asking around, checking files, guessing One click to see capacity across all projects 2-3 hours
Executive reporting 2-3 hours creating slides and compiling data Pre-built dashboards, export to PowerPoint 2-3 hours

That's 7-11 hours per week for a typical PM team.
At $75/hour average PM salary, that's $25K-40K/year in recovered time per person.

Living project plans in Project Insight

THE UPGRADE

Turn static spreadsheets into living project plans.

  • Your project data updates in real time. Every change reflects everywhere, instantly.
  • Slice and report on your data any way you need. Gantt, board, list, status, resource, and executive views all built in.
  • See across every project at once. Not one file at a time.
  • Know who is busy, who has capacity, and where the risks are right now.
  • Every team member knows exactly what to work on next. Automatically.
  • Reports run themselves. No more building decks before every meeting.

Get started today. Go-live is fast and easy.

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Talk to our team

Bring your most complicated spreadsheet. We'll show you how to transform it for free.

Free consultation

Used by manufacturing PMOs managing capital projects, engineering firms coordinating across sites, services firms tracking resource profitability, and healthcare organizations planning clinical trials.

Bring your most complicated spreadsheet.

  • ✓ Your data comes with you intact. No rebuilding from scratch.
  • ✓ Go live in 1-6 weeks. Most teams are surprised how fast.
  • ✓ Your team stays in their workflow. Microsoft O365 integration included (Teams, Outlook, Sharepoint, etc.).
We'll show you how to transform it for free and help you become the hero of how work gets managed in your organization.
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