--- title: "Project Insight Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Project Insight the right Project Portfolio Management solution for you? Explore 94 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/20129/Project-Insight/reviews/" page_type: "reviews" language: "en" publication_date: "2026-11-09" --- Project Insight 4.5 (94) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated November 9th, 2026 # Reviews of Project Insight Ease of use 4.4 Customer Service 4.5 ## Pros and Cons in Reviews Kamini V Software EngineerInformation Technology and Services, 5,001 - 10,000 employeesUsed the software for: 1-2 years. “It’s beneficial that all project information, task timelines and updates are centrally located and it helps minimize the reliance on changing apps and be effective for each day.“ August 17, 2026 am atul m senior software engineerAutomotive, 5,001 - 10,000 employeesUsed the software for: 1-2 years. “The interface can feel overwhelming with too many features, which may complicate navigation for new users.“ April 10, 2025 Kamini V Software EngineerInformation Technology and Services, 5,001 - 10,000 employeesUsed the software for: 1-2 years. “It helps me to get a clear understanding of what is going on and makes it easier for me to stay on top of tasks, deadlines and priorities.“ August 17, 2026 GF Gabriel F IT InternComputer Software, 11 - 50 employeesUsed the software for: I used a free trial. “I wasn't able to attach a video to my project template.“ February 26, 2025 NS Nicole S VP OperationsArts and Crafts, 2 - 10 employeesUsed the software for: 6-12 months. “We use Project Insight for our budgeting and timelines shared among multiple employees and it helps us keep everyone on the same page.“ January 9, 2025 AM Anjal M QAComputer Software, 51 - 200 employeesUsed the software for: I used a free trial. “Difficult to correct the mistakes and not very useful for integration.“ January 27, 2025 OA Oluwaseun A Information technologyInformation Technology and Services, 51 - 200 employeesUsed the software for: Less than 6 months. “Project Insight is a comprehensive project and portfolio management (PPM) software designed to centralize and streamline project data across organizations.“ February 14, 2025 KB Kelly B OwnerArts and Crafts, 2 - 10 employeesUsed the software for: I used a free trial. “I had an issue getting tasks in order but that could be user error. “ February 17, 2025 ## Showing most helpful reviews Showing 1-25 of 94 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Kamini V. Software Engineer Used the software for: 1-3 years ### "Simple Way to Manage Tasks and Deadlines" August 18, 2026 5.0 My experience on the whole with Project Insight has been quite positive. It helps me to get a clear understanding of what is going on and makes it easier for me to stay on top of tasks, deadlines and priorities. I feel now the learning curve is over, it will fit nicely in to the daily routine. Pros Project Insight streamlines the entire task management, monitoring project development and team collaboration processes. It’s beneficial that all project information, task timelines and updates are centrally located and it helps minimize the reliance on changing apps and be effective for each day. Cons Since there is quite a few different things you can do, you could be dealing with for awhile. The interface of the program was in my opinion should be a bit more clean, especially when running a few of the larger project files. Review Source Ada M. Project Manager and Market Researcher Used the software for: Less than 1 year ### "Project Optimizer" January 3, 2025 4.0 Overall, this is great software to optimize your project management, teamwork and project administration. It is user friendly and easy to work with. Pros Makes it easy to analyze project reports. Definitely improves and facilitates coordination and time tracking the projects. Cons After submission, it is difficult to change the time and schedules. Switched from I was looking for a software that would be more practical and easier to work with. Review Source Response from Project Insight January 6, 2025 Thank you for your review, Ada. We're glad that Project Insight is making work easier for you. You mentioned time submissions. It is not uncommon for time tracking reports to be final once they are fully submitted. If you need help with smoother updates, please reach out to support at support@projectinsight.com. Thank you! Vice President of Business Strategy Used the software for: Less than 1 year ### "Great integrations and intuitive usage" May 21, 2025 5.0 I have really been enjoying Project Insight. I am fairly new to the system, so I am slowly discovering new features and adding the add-ons my team needs. Pros Very intuitive to navigate. Can add as many or as little add-ons as your business needs. Integrates well with other software/platforms. A lot of tutorial videos in the system to use as a guide as you explore the system. Cons I would personally like the views to be more compact so I can see more projects on the screen. Still able to achieve this by downloading a report into excel, so not a big deal. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[monday AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reasons for choosing Project Insight Great customer service. Shout out to Trina, PI's Director of UX. Great tutorial kick-off. Very informative and helpful through the whole process. Review Source Response from Project Insight May 21, 2025 Thank you so much for the kind words and thoughtful review! We're thrilled to hear that Project Insight has been intuitive and adaptable for your team, and it's great to know the integrations and tutorials are helping you explore with confidence. We appreciate your feedback about the project views. That’s valuable input, and we’ll be sharing it with our product team. It’s been a pleasure supporting your onboarding journey. We're excited to keep growing with you as you continue to discover new features. Associate Used the software for: Less than 1 year ### "On Track your schedule with Projevt Insight" February 11, 2025 3.0 Overall I had good experience with Project insight its budgeting capability is really amazing and also scheduling tasks as well. If It can be more userfriendly will be easier to use Pros It had good ability to schedule the work also budgeting capability attracts more. Cons Integrating with other system is challenging Review Source EN Edmond N. Research Project Support Coordinator Used the software for: Less than 1 year ### "The utilization of data in decision-making facilitated the optimization of project strategies." August 22, 2024 5.0 Project Insight was notable for its strong reporting capabilities. By utilizing configurable reports, I can effortlessly provide comprehensive analyses of project performance, resource allocation, and potential bottlenecks. Project Insight improved our project management procedures, resulting in improved coordination, heightened productivity, and effective project results. Pros As a Research Project Support Coordinator, I particularly appreciated Project Insight's capability to offer a consolidated and transparent platform for project administration. The tool's extensive dashboard enabled me to monitor project progress in real-time, facilitating the tracking of tasks, deadlines, and milestones. This functionality greatly diminished the amount of time dedicated to manual updates and communication, enabling the team to allocate more attention to the research itself. Cons The intricacy of the situation resulted in the need for more time to bring new team members on board and necessitated additional training, therefore affecting our project schedules. Furthermore, many customization choices were restricted, hence posing challenges in adapting the platform to our precise requirements. Switched from [Planforge](https://www.capterra.com/p/72258/Onepoint-PROJECTS/) I switched from Planforge to Project Insight because we needed a more intuitive platform with sophisticated collaboration and reporting capabilities to effectively facilitate our intricate research projects. Review Source Director - Project Management Office Used the software for: 3-5 years ### "Simple, Effective, and Easy to Integrate" May 19, 2025 5.0 My overall experience with Project Insight has been very positive - it works well for the different needs of my different teams. Pros After training, it’s easy to use and pulls together everything you need—task tracking, resource management, reporting—without making things more complicated than they need to be. It also works well for different work styles, whether your team prefers visual charts or more detailed reports. I’ve found the Microsoft Teams integration especially helpful since it keeps everyone connected and lets you access or update project plans right in the middle of your day-to-day conversations. Most of all, their customer experience is top-notch. They respond really quickly and even hold "office hours" every week - a meeting where you can call in if you need to with a specific question that you need answered quickly. Other people can also call in to office hours to learn from others' questions. Cons Project Insight can take a bit of getting used to if you're not already familiar with project management tools. That said, they’ve done a great job putting together a solid library of help videos and guides. The videos are short, focused on specific tasks, and easy to follow—perfect if you just need a quick answer without digging through a manual. Review Source Shubham S. Project Manager Used the software for: Less than 1 year ### "Streamlined Project Management with Powerful Features" June 13, 2025 4.0 Project Insight simplifies project management with its intuitive tools, enhancing efficiency and collaboration, though onboarding requires initial effort. Pros Project Insight’s centralized platform makes project management seamless, offering real-time tracking, collaboration, and customizable features for diverse needs Cons The learning curve for new users can be steep, especially for non-technical teams unfamiliar with complex project management tools. Review Source Response from Project Insight June 14, 2025 Thank you for taking the time to complete this review, Shubham. We are so pleased to hear that Project Insight has been so successful for your IT teams. The tool, like you said, has a ton of sophisticated features. Our team is always available in-person to help you get things set up just the way you need them to be. Thank you again. Senior Analyst Used the software for: 1-3 years ### "How Open Communication and Collaboration Has Created a Successful Product" May 21, 2025 5.0 It is hard to imagine our teams workflows and processes without Project Insight. We use their product to capture key details of our projects, track our outreach and interactions, and to expedite approval workflows. The Project Insight team themselves are great to work with and the true selling point of the Product. Pros The Project Insight team's ability and willingness to communicate and help resolve issues quickly. This may include on-the-fly phone calls or schedule team meetings to discuss our issues in real time and craft a solution. Cons There are sometimes limitations on my team's ability to manipulate our space; requires PI engineers. Review Source Response from Project Insight May 21, 2025 Thank you so much for your generous review. We're honored to be such an integral part of your team’s workflows and processes. It means a great deal to hear that our collaboration and responsiveness have made a difference. Your feedback about workspace flexibility is well taken. We’re always looking for ways to empower teams with more control, and our product team is actively exploring options. Most of all, we truly appreciate your partnership and trust in Project Insight. Information technology Used the software for: Less than 1 year ### "A Smart and Scalable Project Management Solution" February 20, 2025 5.0 The platform offers intelligent scheduling features, allowing for easy adjustments to shift schedules through drag-and-drop, double-click, or right-click actions, ensuring that all task dependencies are considered and project timelines are automatically updated. Pros Project Insight is a comprehensive project and portfolio management (PPM) software designed to centralize and streamline project data across organizations. Cons Users can create custom fields to track specific project details and generate tailored reports, offering an accurate and personalized view of work in progress. Review Source Response from Project Insight February 20, 2025 Thank you for your review, Oluwaseun. We are glad that our PPM software is working for you and your team. I see that you even used the space in the cons section to add more pros. Wonderful. Medical Doctor Used the software for: Less than 1 year ### "l really liked this App because it is a practical and very to use application" March 3, 2025 5.0 Pretty much wonderful. Help getting things done and in very systematic and organized way. Pros Project Insight is a great tool for managing all of our projects and tasks. It's simple enough for a novice to use, yet sophisticated enough for a power user to do what they need to do. The mobile app is awesome too. I love that I can scan and upload receipts while on the go and associate them to a project or task. Cons Unfortunately I experienced some glitches on the app a couple times. Review Source Client Consultant Used the software for: Less than 1 year ### "A sorted application for project management. " April 21, 2025 5.0 Pros I love the fact that this application allows me to collaborate with my team on Microsoft team and offers multiple project insight tools. Cons I personally think the processing time for some analysis delays at points but other than that it’s on point. Review Source Owner Used the software for: I used a free trial ### "Excellent experience" February 28, 2025 5.0 I really had an excellent experience overall! Pros Project insight made multitasking easier and efficiency greater. Cons There wasn't a thing i didn't like about Project Insight. Review Source Team member Used the software for: I used a free trial ### "Best Managing app to use" February 27, 2025 5.0 Ouutstanding experience so far. Love the meeting of the team in a single place. Pros 1) Receive notifications for important tasks 2) Attach files to improve collaboration Cons There are no any major concerns about the usability and productivity of the app Review Source Anjal M. QA Used the software for: I used a free trial ### "Great Project Management Tool" January 28, 2025 4.0 Good experience while managing project and easy to learn quickly. Pros Easy to manage and analyze projects. The software is user-friendly and and very useful for tracking. Cons Difficult to correct the mistakes and not very useful for integration. Review Source GF Gabriel F. IT Intern Used the software for: I used a free trial ### "Project Insight Review" February 27, 2025 5.0 It's very intuitive and user friendly and easy to navigate Pros I like that you can schedule your Task Assignment Cons I wasn't able to attach a video to my project template. Review Source IT Manager Used the software for: 1-3 years ### "A great fit." January 12, 2023 5.0 Every part of the team at Project Insight -- be it administrative, training, or support -- was exceptionally friendly, responsive and enjoyable to work with. Because of our inexperience with multi-user project management, it took a while for us to develop and test our workflow... but between our onboarding, training and ongoing support, we always felt that the process was an entirely collaborative effort. Their team is exceptional, and the evolution of the product -- additional features added and excellent responsiveness to feedback -- is probably the best I've experienced. Pros Project Insight checked a lot of boxes for us; we were looking for a good mix of desktop and mobile usage, as well as tools that would make it easy for our users to update their task status on a long and complex critical path involving multiple users in multiple locations. Project Insight had the diverse tools we needed and was highly customizable to help us achieve our unique goals. Cons This is probably a comment more about project management in general rather than Project Insight specifically, but a great deal of time and care must go into developing your workflow and initial templates, and that can be a daunting task when you're first starting out! We had great training, support and assistance along the way, which helped us tremendously. Alternatives considered [Wrike](https://www.capterra.com/p/76113/Wrike/) Review Source Response from Project Insight January 12, 2023 Luke, thank you for your great compliments about PI. We are so glad to hear that we have answered so many of your team's needs. We pride ourselves on making life easier for our customers. Thanks for being VIP! Assistant Manager Used the software for: 3-5 years ### "Love using project insight" June 2, 2021 4.0 Overall, a very useful software. Very convenient to use on a daily basis to record your time and track your projects. Some improvements such as fast loading while logging into the tool and easier exporting data interface can make it more awesome product. Pros The feature of Project insight I use the most is "Time entry grid". It just takes few second to record your time daily on one or multiple projects. Interface is quite user friendly. Cons Exporting time entries at the end of the year is a bit complex. I always forget the steps and have to ask some to help me with the process. Also, sometimes the tool takes a lot of time to start. Review Source Response from Project Insight June 4, 2021 Hello Tarun. Thank you for taking the time to review PI. We are glad that it is making time entry easier for your team at Clarivate. We are always working on ways to keep our customers delighted. A whole year's worth of timesheets is a lot of data to process. Hopefully, you have been getting the answers you need about that process. If not, please reach out to us at https://projectinsight.com/support Mechanical Engineer Used the software for: 1-3 years ### "Great Product!" June 2, 2021 4.0 Pros It is easy to use and keeps track of data very nicely! Cons Some of the features can be a little hard to find or make consistent. It takes some time to learn Review Source Response from Project Insight June 4, 2021 Thanks, Benjamin, for taking the time to share your experience about Project Insight. We are happy to help with any tips and trick that make learning a new tool easier. Check us our support resources or join us at our live "Office Hours" support each week. https://projectinsight.com/support Program Director Used the software for: Less than 1 year ### "Review" June 2, 2021 5.0 It's helped out with project management Pros Invoicing, project creation, time entry, good project management tool Cons Integration issues and only having one person who can do the integration. Need more users to be able to complete simple tasks Switched from [Continuum CRM](https://www.capterra.com/p/199103/Continuum-CRM/) Continuum did not do what they promised Reasons for choosing Project Insight Invoicing, project creation, time entry, easy to use and navigate Review Source Response from Project Insight June 3, 2021 Hello Keaton. Thank you for sharing your positive experience about PI. We are so happy that it is working for you as your project management tool. We are not positive what you mean by "only having one person who can do the integration." We have a whole team of integration specialist to help you get connected to the right tools. Please feel free to reach out to give us more information about your situation. We would be happy to help. https://projectinsight.com/support IT Support Manager Used the software for: Less than 1 year ### "Organization Ease" June 2, 2021 4.0 Pros Helps keep my team organized. It also helps prioritize tasks and offers insight what other departments are currently working on at any given time. Cons The interface could be a bit better. I also find that the task closures can be a bit cumbersome. Review Source Response from Project Insight June 4, 2021 Thanks for taking the time to review PI, Nicholas. We are glad our tool is helping your team stay organized and prioritized! As for closing tasks, we like to make that happen with a click of a button. If we can help your process with the task be smoother, reach out to us at https:/projectinsight.com/support Senior Digital Director Used the software for: 3-5 years ### "Good task management" June 3, 2021 5.0 Pros It is fairly easy to manage and distribute projects and tasks. Cons The app is useless to us. We use it in a way that the app doesn't really apply. Review Source Response from Project Insight June 3, 2021 Hi John, Thank you for taking the time to send your thoughts. We are happy you are having a great experience with PI. We would love to hear more about what is missing for you in the mobile app. Right now, we believe it provides the same standard functionality as the desktop experience, but want to be sure it is meeting your needs. If you want to reach out to talk about it, you can connect at https://projectinsight.com/support RF Test Engineer Used the software for: 3-5 years ### "need improve mobile app" June 2, 2021 5.0 Pros the web graphic user interface is easy to use Cons mobile app is difficult to track time and hours Review Source Response from Project Insight June 3, 2021 Thank you, Duong for taking the time to share your great experience using PI. As for the mobile app and time entry, we are sorry the process doesn't seem as easy as it does on the desktop. We are committed to continuing to improve both our mobile and desktop experience. If you would like to provide more specific feedback, please reach out to us at https://projectiinsight.com/support PI Administrator ### "Ease of use!! Program Management Tool with Great Support from the Project Insight Team!!!" May 17, 2017 4.0 I was first introduced to the Project Insight, Program Management Tool, when I was asked to deploy the tool for the Avaya Corporation in 2013. Avaya is a global company with Project and Program Managers worldwide supporting Global Complex Managed Services. I was asked to deploy the Project Insight, Management Tool worldwide in 45 days. I had never deployed a Program Management Tool and this was a very aggressive schedule. We deployed the tool on 5/31/13 and it was a successful deployment due to the flexibility of the tool and the support from the Project Insight team. The tool is very flexible and the reporting capabilities are strong for operational views, which is our main use for the tool. The tool is very easy to implement as I had never implemented this type of a tool before and my main focus in the past was Program Management not tool deployment. As I mentioned above, due to the flexibility, ease of use with the tool and the support I received from the Project Insight Team with such supportive folks as Wes Kliewer and his knowledge of the tool and the collaboration from Wes contributed to the successful deployment of the tool. Today the Project Insight tool continues to grow across organization within Avaya. The high level of customer support is what you do not see often these days, especially after you have purchased and deployed a tool. It is very obvious the continued customer support and customer focus you receive from all of the Project Insight team, this is a very high priority with them. Thank you all, Project Insight Team!!! We did it together!!! Review Source DC DINDO C. Process Engineer Used the software for: Less than 1 year ### "Best Solution for Project Management !" June 11, 2018 5.0 A nice software to monitor your projects from start up to end ! Pros I like the most with this Product is that it really helps us in task dissemination in each team members wherein it also provide access on real time reports. Cons So far, there's nothing negative feedback i can say with regards to it's functionality, instead it is very helpful and user-friendly. Review Source senior scientist Used the software for: 1-3 years ### "a weekly user" June 2, 2021 4.0 Pros The software is fast. The interface is nice. Cons It is not convenient to change/delete the time that has been logged already. Review Source Response from Project Insight June 3, 2021 Thank you, Ke for taking the time to review PI for us. We are so glad you are happy with the ease and interface of our tool. As for time entry and timesheets, we purposefully require more effort to revise time entries so that users don't accidentally edit something that is already entered. If you would like to share more specific ways we could improve this process, we would love to hear about it here: https://projectinsight.com/support ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.