--- title: "Project Insight Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Project Insight Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/20129/Project-Insight/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Project Insight Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Project Insight ## What is Project Insight? Project Insight is project management and strategic PPM software for growing companies. Centralize and automate work across teams and existing systems, building a connected project data backbone for trustworthy reporting, forecasting, decisions, and AI analysis. Manage tasks, schedules, dependencies, resources, and budgets at the project, program, and portfolio levels in one command center. Connect daily work to business goals, prioritize projects, plan capacity, and track progress and outcomes. Automate workflows, approvals, and alerts. Use AI assistance to build plans and templates and extract risks, decisions, and action items from meeting transcripts. Match people to work by skills and availability, and test changes with what-if scenarios. Connect data from Jira, Azure DevOps, Salesforce, NetSuite, ServiceNow, and HubSpot. Reduce duplicate entry and manual status updates while teams keep working in their preferred tools. ## What is Project Insight used for? [Project Management](https://www.capterra.com/project-management-software/)[Project Planning](https://www.capterra.com/project-planning-software/)[Project Tracking](https://www.capterra.com/project-tracking-software/) Recognitions Shortlist Overall rating Based on 94 user reviews Reviews sentiment Positive 95% Neutral 4% Negative 1% Starting price $9 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - Professional Services Automation / 2026 - Time and Expense / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Project Insight alternatives Highest Rated [4.6 (6,130)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.5 (3,575)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.5 (878)](https://www.capterra.com/p/169455/Zoho-Projects/reviews/) Starting price $4.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/20129/Project-Insight/alternatives/) ## FAQs about Project Insight Overview ### What problems does Project Insight solve? Project Insight solves scattered project data, unclear task ownership, and manual status reporting by centralizing plans, assignments, deadlines, time entries, documents, and dashboards. Project managers, resource managers, IT and software teams, and cross-functional departments use it to balance capacity, track dependencies, monitor budgets, identify bottlenecks, and keep executives informed. Answer based on 84 reviews Overview ### Which roles and teams benefit most from Project Insight? Project Insight is most used by project managers, coordinators, and programme leaders who plan schedules, assign work, track dependencies, and report delivery status. Engineering, QA, and research teams manage technical tasks and project milestones, while owners, CEOs, and managers review portfolios, budgets, resources, and progress across client or internal projects. Answer based on 94 reviews Overview ### What company size and industries is Project Insight built for? Project Insight serves growing companies, with small businesses representing 58% of reviewers and Information Technology and Services leading industries at 12%. It supports PMOs, IT, operations, professional services, engineering, marketing, and finance teams, while also serving enterprise organizations (29%) and midsize businesses (13%). Answer based on 94 reviews Features and Usability ### What are the key features of Project Insight? Project Insight includes core project and task management with task assignments, deadlines, milestones, and Gantt/timeline views. Differentiator features include resource allocation and capacity management, configurable dashboards and project reporting, time tracking, and approval workflows. Collaboration tools support comments, file sharing, notifications, and shared project updates. Answer based on 55 reviews Pricing ### How much does it cost and what fees or limitations are included? Project Insight offers a free version, while Pro starts at $9 per user/month and Business costs 19 per user/month. A free trial is also available. Reviewers value its budgeting, scheduling, and customization, though some describe pricing as high or mid-range for smaller organizations and note an initial learning curve. Answer based on 13 reviews Integrations ### Which third-party tools and platforms does Project Insight integrate with? Project Insight integrates with over 30 third-party tools and platforms, including Azure DevOps Server, Basecamp, Box, Docusign, Dropbox, Dynamics 365, Gmail, Google Drive, Jira, Microsoft 365, Microsoft Azure, Microsoft Outlook, Microsoft Teams, and Microsoft SharePoint. Answer based on 9 reviews Getting Started and Support ### How easy is it to onboard and train a team on Project Insight? Project Insight offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers report that new users and teams familiar with project management tools often learn core tasks quickly. Nontechnical users, administrators, and teams configuring advanced features, permissions, or custom schedules may need more guided training and time to become comfortable. Answer based on 20 reviews Getting Started and Support ### What customer support options does Project Insight offer, and how do users rate the experience? Project Insight offers email/help desk, FAQ/forum, knowledge base, and phone support. Users often describe the team as responsive, helpful, and collaborative during implementation, training, and ongoing questions, with some reporting very fast replies. However, a few users cite slower support responses and longer resolution times for update-related bugs. Answer based on 30 reviews Ease of use ### Is Project Insight easy to use for project management? Project Insight makes project planning, task assignment, and reporting accessible for many teams after setup. Small business teams and project managers often value its clean layout, guided videos, and flexible project plans. New users may need time to learn similar page names, extensive options, and some time-entry or navigation workflows. Answer based on 33 reviews ## Features AI summary Based on 29,194 Project Management reviews Capterra data shows that buyers of project management software rank the following features as their top priorities: - **Deadline Management** (**59%** of reviewers rated this feature as critical) - **Project Time Tracking** (**62%**) - **Project Time Tracking** (**62%**) Project Insight supports all three of the features reviewers rate highest: **Deadline Management**, **Project Time Tracking**, and **Project Time Tracking**. Together, these capabilities help businesses keep projects on schedule, monitor time spent across tasks and milestones, and improve planning and accountability, allowing teams to manage deadlines more effectively and make better use of their time. Assignment Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Assign issues and tasks based on availability or required skills Task Management 4.6 (43) 79.07% of 43 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Prioritization 4.3 (25) 60.00% of 25 reviewers that rated this feature as important or highly important Arrange tasks based on the level of priority or urgency Collaboration Tools 4.3 (23) 60.87% of 23 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Reporting/Project Tracking 4.6 (23) 91.30% of 23 reviewers that rated this feature as important or highly important Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Project Planning/Scheduling 4.7 (18) 88.89% of 18 reviewers that rated this feature as important or highly important Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Project Insight 150 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - @mentions: An @mention is a way to tag or notify a specific person about a message/post - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Assignment Management: Assign issues and tasks based on availability or required skills - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs - Change Management: Track and monitor efficient handling of all changes/transitions - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Configurable Workflow: Configure existing workflows to meet your organization's needs - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Cost-to-Completion Tracking: Forecast of the expenses necessary for project completion - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Email Management: Manage, store and organize emails within the system or via third-party apps - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Scheduling: Assign working shifts or tasks to employees based on their availability - Estimating: Estimate expected cost based on various factors before a project begins - Expense Management: Plan, pay and track business related expenses. - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For IT Project Management: Supports project management for IT professionals & teams - For Nonprofits: Software specialized for non-profit organizations - Forecasting: Form predictions based on past and present data/trends - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Help Desk Management: Managing service requests, incidents, IT issues & support with a ticketing system - Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Issue Auditing: Inspecting the issue resolution process for compliance with related systems and regulatory guidelines - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Issue Scheduling: Schedule and assign issue completion dates and/or times - Issue Tracking: Record and follow the progress of every issue - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Leave Tracking: Manage and track employee attendance - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Multi-Location: Manage and support multiple locations - Multiple Projects: Ability to handle several projects simultaneously - Percent-Complete Tracking: Level of completion within a task - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Predictive Analytics: Predict future data based on historical data sets - Prioritization: Arrange tasks based on the level of priority or urgency - Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - Purchase Order Management: Create, send, and track purchase orders and their statuses - QuickBooks Integration: Integrates with QuickBooks - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-time Scheduling: Based on availability, instantly confirm or deny a request when a new booking is made - Real-Time Updates: Receive system updates as soon as any changes are made - Receipt Management: Upload, track, and submit receipts in a central database - Recurring Issues: Set an issue to repeat - Recurring Tasks: Set the frequency of a task's occurrence - Reimbursement Management: Manage compensation for out-of-pocket expenses incurred by an employee, client or another party - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Support: Provide support to your customers and employees remotely over a shared network - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Self-Service Reporting: Allow users to create their own reports and financial statements - Service Level Agreement (SLA) Management: Set and monitor service level agreements to ensure timely response and resolution - Skills Tracking: Track employee skills, competencies, training & qualifications - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Supports Scrum: Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Testing/QA Management: Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Time Tracking by Client: Track time worked per client - Time Tracking by Project: Track time worked per project - Timesheet Management: Track the amount of time spent on a job or task - To-Do List: A digital list of items that need to be completed - Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Vacation/Leave Tracking: Request, track, and manage time off requests and vacation time - Version Control: Track revisions and updates made to files and navigate between different versions - Visualization: Graphical representation of data or processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (87) 4.4 Based on 87 reviews ## Pricing Value for money 4.5 (64) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/20129/Project-Insight/pricing/) FREE $0.00 Pro $9.00 Per User,Per Month It includes: - Custom Fields - Unlimited Project and Task Management - Unlimited Project Templates - Unlimited Views: Gantt, Planning board, Calendar, Assignment, Issues - Unlimited Activity - Unlimited Comments - Intelligent Scheduling - Task Dependencies - Start and End Dates - Email Integration and Notifications - Microsoft 365 Integration - Microsoft Teams and Notifications - Slack Integration and Notifications - Mobile App and Notifications - Document management - Customizable reporting - Cloud Storage - Companies - Milestones - Date, Number & Currency Formatting - Favorites - Groups - Resource directory - Adminstrative Dashboard - Advanced Search - Shortcuts - SOC2 Security Compliance - Self-help Resources - Monthly Feature Webinars - Extensive Video Tutorial Library - Uptime Service Level Agreement - Budgeting and Costing - Expense Entry and Reporting - Time Tracking and Timesheets - Work Timers - Project Status - Project Roles - Resources Types - Impersonate Users - Locations - Appointment Calendar & Scheduling - Service Location Dispatching - Mobile Device Receipt Capture AI - Signature Capture AI - File Management - Weekly "Office-Hours" Live Training - Support Tickets Business $19.00 Per User,Per Month It includes: - Custom Items - Custom Fields - Unlimited Project and Task Management - Unlimited Project Templates - Unlimited Views: Gantt, Planning board, Calendar, Assignment, Issues - Unlimited Activity - Unlimited Comments - Intelligent Scheduling - Task Dependencies - Start and End Dates - Email Integration and Notifications - Microsoft 365 Integration - Microsoft Teams and Notifications - Slack Integration and Notifications - Mobile App and Notifications - Document management - Customizable reporting - Cloud Storage - Companies - Milestones - Date, Number & Currency Formatting - Favorites - Groups - Resource directory - Adminstrative Dashboard - Advanced Search - Shortcuts - SOC2 Security Compliance - Self-help Resources - Monthly Feature Webinars - Extensive Video Tutorial Library - Uptime Service Level Agreement - Budgeting and Costing - Expense Entry and Reporting - Time Tracking and Timesheets - Work Timers - Project Status - Project Roles - Resources Types - Impersonate Users - Locations - Appointment Calendar & Scheduling - Service Location Dispatching - Mobile Device Receipt Capture AI - Signature Capture AI - File Management - Weekly "Office-Hours" Live Training - Support Tickets - Invoice Records and Billing - QuickBooks Online Integration - Portfolio Management - Program Management - Approvals and Approval Templates - Issue Tracking - Project Requests - Proposals & Proposal Templates - Project and Task Types - Project Baselines - Project Phases - Project Priorities - Project Sponsors - Personalized Dashboards - Departments - PTO Tracking - Placeholder Resources - Team Assignments - Sprints and Scrum Features - REST API Access - To-dos - Work Status Enterprise Contact Vendor for Pricing It includes: - Cross-project Dependencies - Resource and Capacity Management - Critical Path Tools - Workflow Automations - File Version Control - Project Health - Project Scorecard - Risk Matrix - Client View/Client User - Private Projects - Mobile Appointment Rescheduling - Notification Configuration - Notification Template Customization - Custom Add-ons - Branded Forms - Branded Reporting Templates - Share Automated Reports Externally - Custom Form Label - Customizations - Language Translation - Dedicated Customer Success Manager - HTML Pages - JavaScript and CSS Customization - SSO with Azure Active Directory - SSO with Microsoft - SSO with SAML Protocol - Google Authenticator SSO - Security Options - Two-factor Authentication - Login Protection - IP Restrictions - HIPAA - Jira Integration - PageProof Integration - QuickBooks Desktop Integration - Salesforce Integration - Trello Integration - Zendesk Sell Integration - Zendesk Support Integration - Custom Fields - Unlimited Project and Task Management - Unlimited Project Templates - Unlimited Views: Gantt, Planning board, Calendar, Assignment, Issues - Unlimited Activity - Unlimited Comments - Intelligent Scheduling - Task Dependencies - Start and End Dates - Email Integration and Notifications - Microsoft 365 Integration - Microsoft Teams and Notifications - Slack Integration and Notifications - Mobile App and Notifications - Document management - Customizable reporting - Cloud Storage - Companies - Milestones - Date, Number & Currency Formatting - Favorites - Groups - Resource directory - Adminstrative Dashboard - Advanced Search - Shortcuts - SOC2 Security Compliance - Self-help Resources - Monthly Feature Webinars - Extensive Video Tutorial Library - Uptime Service Level Agreement - Budgeting and Costing - Expense Entry and Reporting - Time Tracking and Timesheets - Work Timers - Project Status - Project Roles - Resources Types - Impersonate Users - Locations - Appointment Calendar & Scheduling - Service Location Dispatching - Mobile Device Receipt Capture AI - Signature Capture AI - File Management - Weekly "Office-Hours" Live Training - Support Tickets - Invoice Records and Billing - QuickBooks Online Integration - Portfolio Management - Program Management - Approvals and Approval Templates - Issue Tracking - Project Requests - Proposals & Proposal Templates - Project and Task Types - Project Baselines - Project Phases - Project Priorities - Project Sponsors - Personalized Dashboards - Departments - PTO Tracking - Placeholder Resources - Team Assignments - Sprints and Scrum Features - REST API Access - To-dos - Work Status - Custom Items Value for money 4.5 (64) 4.5 Based on 64 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ Basecamp](https://www.capterra.com/p/56808/Basecamp/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (76) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (76) 4.5 Based on 76 reviews ## User reviews Overall rating 4.5 Based on 94 reviews Filter by rating Counts reflect reviews available in this feed. 5(53) 4(35) 3(5) 2(1) 1(0) Mentioned topic Recent reviews first, then most helpful Kamini V. Software Engineer Used the software for: 1-3 years ### "Simple Way to Manage Tasks and Deadlines" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 18, 2026 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ada M. Project Manager and Market Researcher Used the software for: Less than 1 year ### "Project Optimizer" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 3, 2025 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Vice President of Business Strategy Used the software for: Less than 1 year ### "Great integrations and intuitive usage" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 21, 2025 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Associate Used the software for: Less than 1 year ### "On Track your schedule with Projevt Insight" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 3/10 February 11, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 August 22, 2024 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director - Project Management Office Used the software for: 3-5 years ### "Simple, Effective, and Easy to Integrate" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 19, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Shubham S. Project Manager Used the software for: Less than 1 year ### "Streamlined Project Management with Powerful Features" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 13, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Senior Analyst Used the software for: 1-3 years ### "How Open Communication and Collaboration Has Created a Successful Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 21, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Information technology Used the software for: Less than 1 year ### "A Smart and Scalable Project Management Solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 20, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer 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" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 3, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/20129/Project-Insight/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Jira vs Project Insight](https://www.capterra.com/compare/19319-20129/JIRA-vs-Project-Insight)[Asana vs Project Insight](https://www.capterra.com/compare/20129-184581/Project-Insight-vs-Asana-PM) [Clockify vs Project Insight](https://www.capterra.com/compare/20129-169607/Project-Insight-vs-Clockify)