# Page 2 | Project Insight Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Project Insight the right Project Portfolio Management solution for you? Explore 93 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/20129/Project-Insight/reviews --- Project Insight 4.5 (93) 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 April 29th, 2026 # Page 2 - Reviews of Project Insight ## Showing most helpful reviews Showing 26-50 of 93 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MP Milton P. VP Ops Management Consulting Used the software for: Less than 6 months ### "Project Insight: A Must-Have for Scalable Project Management" May 8, 2025 4.0 Project Insight has significantly improved our ability to manage workloads, align cross-functional projects, and track capacity with clarity. It strikes an excellent balance between structure and flexibility, and the support team is responsive and knowledgeable. We've been able to reduce project delays and increase transparency across our organization. Pros The platform provides a comprehensive view of team capacity and project alignment, making it easy to manage complex workflows across departments. The real-time overburden alerts and integrative master schedule are particularly valuable for resource optimization. Cons Initial onboarding requires some training to fully leverage the platform’s more advanced features, especially for non-technical users. Alternatives considered [JIRA Service Management](https://www.capterra.com/p/227102/JIRA-Service-Management/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing Project Insight We chose Project Insight over other platforms because of its robust capacity planning, flexible project scheduling, and seamless cross-departmental visibility. Unlike other tools, it balances structure with adaptability—making it easy to scale across IT, operations, and business units without overwhelming the team. The platform's real-time workload insights and customizable dashboards truly set it apart. Switched from [Jira](https://www.capterra.com/p/19319/JIRA/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Saving time and ensuring consistency across teams. It helps enforce best practices, reduces manual entry. It supports better financial oversight, helps avoid budget overruns, and ensures that resources are allocated efficiently. Review Source Response from Project Insight July 14, 2025 Thank you so much for your thoughtful review, Milton. We are so pleased to know that Project Insight has made such a huge difference for your teams. LG Linda G. Vice President of Delivery Hospital & Health Care Used the software for: 2+ years ### "Nothing but great things to say" June 3, 2025 5.0 My overall experience with Project Insight was and still is excellent. Project Insight the vendor and the product have change the way we manage resources, time, project and programs. They are highly thought of with our C suite. Pros Project Insight is a partner and not just a vendor. After an implementation they don't just hand you off to support. They stick with you and make you feel like you are a part of their organization. Cons I wouldn't say this is a con or something I like least about Project Insight, I'd just like the ability to build my own reports and dashboards. But knowing them...that's coming. Alternatives considered [OnePlan](https://www.capterra.com/p/191707/OnePlan/) Reason for choosing Project Insight Project Insight met all of our requirements and they are very adaptive. Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) This product didn't meet all of our needs. Review Source Response from Project Insight June 6, 2025 Thank you for the wonderful compliments. We are so honored to be the tool of choice for your team and are dedicated to making work easier and more successful for you every step of the way. Thank you for taking the time to write such a glowing review. SS Steven S. Director, Strategic Operations and Project Management Market Research Used the software for: 2+ years ### "Project Insight is our one-stop solution for work management" June 1, 2025 5.0 Overall, we are very happy with Project Insight as our solution. The tool fits well within our process and includes features that other tools cannot touch for the cost. The support team does a good job with new feature orientation and office hours too. Pros Project Insight does a great job at providing an all-in-one solution for us. The ability to have our project resources in the tool and managing their own tasks is a huge advantage. The support provided by the Project Insight team is also great. Cons When updates are rolled out they often create bugs that impact our project managers and sometimes our users too. Some of these are quickly resolved, but others can take weeks or even months to resolve. One of these issues seriously impacted a feature rollout just a few days after I launched it and declared the initiative a success to my executive leadership team. Alternatives considered [NetSuite SuiteProjects Pro](https://www.capterra.com/p/153572/NetSuite-OpenAir/) Reason for choosing Project Insight Project Insight was the best solution for us. The features and price best aligned with our needs. Switched from [PowerSteering](https://www.capterra.com/p/63431/PowerSteering/) Project Insight supported our business needs better. Project Insight has better functionality and customer support. Review Source Response from Project Insight June 2, 2025 Thank you for your thoughtful review. We're so glad Project Insight has become your one-stop solution and that our features and support have made a difference for your team. We hear your concerns about update-related issues and are actively working to improve stability with each release. We appreciate your partnership and feedback! KR Karrie R. Senior Director Legal Services Used the software for: 1-2 years ### "Look no further than Project Insight!" May 20, 2025 5.0 The experience we've had with Project Insight, and \[sensitive content hidden\] in particular, has been outstanding. We couldn't have asked for a better partner in a workflow tool provider! Thank you for putting up with us and our crazy needs over the past few years! Pros I really like that Project Insight is customizable to our needs. We are a very niche industry with very specific workflow needs that can be quite a departure from traditional project management needs. The PI team works with us to adapt and develop the tool to suit. Even when our ask may not be able to be accommodated 100%, the folks at Project Insight always find a way to get us to the finish line so we can do what we need to. Cons I don't think that there is anything specific I don't like about Project Insight. Obviously, if it was more tailored to our needs out of the box that would be great but certainly something I wouldn't expect given our unique business and workflow needs. Alternatives considered [Integrify](https://www.capterra.com/p/128135/Integrify/)[Klient PSA](https://www.capterra.com/p/147460/Krow-Enterprise-PSA/) Reason for choosing Project Insight There were several factors but the most important were our initial interactions with the team (\[sensitive content hidden\] etc.), our assessment of how customizable the tool would be, and cost. Review Source Response from Project Insight May 21, 2025 Thank you for the incredible review! We’re truly grateful to be your chosen partner and to support your unique workflows...no matter how "crazy" they may seem! 😊 It's a privilege to work alongside a team that knows exactly what it needs, and we’re proud to be able to customize Project Insight to help you get there. Your feedback reinforces why we put so much emphasis on collaboration and flexibility. We’ll continue striving to make the tool even more adaptive and appreciate your ongoing trust in us. It’s been a pleasure working with you over the years! KV Karen V. IT Program Manager Banking Used the software for: 2+ years ### "Love Project Insight" May 20, 2025 5.0 My experience has been great. Creating resource allocation reports has reduced my time not using 5 different excels to pull data together. Pros Love the product. Ease of setting up a project plan. You can make it simple or complex. Reporting is easy to setup and can be automatically sent to individuals or groups. You can setup weekly status reports to go out to executives and project team members. Cons I would like to create my own complex dashboards and not have to reach out for support. I have seen some really cool dashboards and reports that other companies have created in this tool, but you must you PI time to have them create it. Alternatives considered [Acuity PPM](https://www.capterra.com/p/183090/Acuity-PPM/)[Celoxis](https://www.capterra.com/p/5923/Celoxis/)[Proggio](https://www.capterra.com/p/171991/Proggio/)[Planview PPM Pro](https://www.capterra.com/p/59048/Innotas-PPM/)[Planview ProjectAdvantage](https://www.capterra.com/p/18756/Planview-ProjectAdvantage/) Reason for choosing Project Insight Ease of use. Inexpensive for all its capabilities. PI staff easy to work with and friendly. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Asana didn't have the reporting and dashboard capabilities we needed. Not as easy to use, compared to PI. Review Source Response from Project Insight May 21, 2025 Thank you for such a glowing review. We’re so glad to hear that Project Insight has helped streamline your reporting and eliminated the need for juggling multiple spreadsheets. It’s great to know the flexibility in planning and automated reporting is making a real impact for your team. We appreciate your note on dashboard customization. Our team is actively exploring ways to make advanced dashboards more self-service without compromising the power under the hood. Thanks again for your trust and partnership. We're grateful to be part of your success! BF Bryan F. IT and Automation Director Oil & Energy Used the software for: 1-2 years ### "Great Project Management software suite, love the cloud collaboration!" May 20, 2025 5.0 Implementation went well, the company has been very supportive of our needs and are always available to assist. Pros Low cost with high value; the functionality provided by Project Insight has been invaluable in our IT project management process. Cons The Gannt chart leaves a lot to be desired. We cannot create milestones, cannot customize the look and layout of the chart, and when printing, it needs to have various print options that allow us to see the entire project on a large PDF. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Project Insight Cost and the team's confidence in getting us implemented correctly. Review Source Response from Project Insight May 21, 2025 Thank you so much for taking the time to write this thoughtful review, Bryan. We're truly grateful to have customers like you and your team. Your feedback about the Gantt chart is extremely valuable, and we've already added it to our roadmap for near-term improvements. In the meantime, we do have a few workarounds available and appreciate your constructive support as we continue enhancing the experience. JL Jackie L. Director, Portfolio Delivery Banking Used the software for: 2+ years ### "Extremely Happy Customer" May 20, 2025 5.0 Fantastic! We are extremely happy are choice in selecting this tool for our company's standard PM solution. Pros Ease of use, support, holistic solution for project, program and portfolio management. The implementation was easy and went smoothly Cons Would be nice to have more graph capabilities that can be customized and are interactive, as opposed to having to export data from PI and import into PowerBI. Alternatives considered [Planview Daptiv](https://www.capterra.com/p/6946/Daptiv-PPM/)[Proggio](https://www.capterra.com/p/171991/Proggio/)[Planview ProjectAdvantage](https://www.capterra.com/p/18756/Planview-ProjectAdvantage/)[KeyedIn](https://www.capterra.com/p/163842/KeyedIn-Projects/)[OnePlan](https://www.capterra.com/p/191707/OnePlan/) Reason for choosing Project Insight PI is able to meet our requirements and is reasonable priced. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We wanted to have a holistic view of our waterfall and agile projects all in 1 place, along with the ability to roll projects up to programs up to portfolios. Review Source Response from Project Insight May 22, 2025 Thank you, for this glowing review! We're honored to be your company's standard PM solution and thrilled to hear Project Insight has made a positive impact. Your feedback on interactive graphing is very helpful and has been shared with our product team. We’re grateful for your continued partnership! Ada T. Project Manager and Market Researcher Market Research Used the software for: 6-12 months ### "Project Optimizer" December 26, 2024 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. 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! VR Verified Reviewer Growth Partner Information Technology and Services Used the software for: 1-2 years ### "Good Project Management Tool" March 30, 2025 4.0 Great software for your project management. Pros Makes it easy to manage projects with project tracking and analysis. Cons It can be difficult to change time and schedule after submission. Switched from [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) I wanted to explore other available tools for better workflow. Review Source Response from Project Insight April 8, 2025 Thank you for taking time to review Project Insight. We are glad you think Project Insight is GREAT! We are happy to help with any troubleshooting for time entry/scheduling. Please reach out to us projectinsight.com/support. SS Satyam S. Associate Computer Software Used the software for: 6-12 months ### "On Track your schedule with Projevt Insight" February 5, 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 JM Julie M. Dispatcher Consumer Services Used the software for: 1-2 years ### "Try Project Insight if you want to save time!" February 13, 2025 5.0 We have had a great experience with Project Insight. It has really helped us to organize everything together on one software instead of having to use several. It has streamlined our proposal process. Pros It saves our team a lot of time and allows us to work smarter and not harder. It really helps us manage our projects and keep everything within budget and within deadlines. Cons It was a little hard to initially set up but once we got it set up everything has run seamlessly. Review Source KB Kelly B. Owner Arts and Crafts Used the software for: I used a free trial ### "Get organized and on budget with this software" February 17, 2025 4.0 I am really liking the software. Even with the couple hiccups I have experienced, it is very user friendly and I am excited to really get into every section and report it creates Pros It was easy to use for the most part. I just implemented the software and I am still learning. I liked the instructional videos at the beginning of each section Cons I just started using this and I was having an issue creating tasks and organizing them correctly. I started out going in blind and just adding what needs to be done for each project. I had an issue getting tasks in order but that could be user error. I personally like it so far Review Source RSR Rishi Singh R. Client Consultant Hospitality Used the software for: 6-12 months ### "A sorted application for project management. " April 18, 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 jC jamal C. sales rep Information Technology and Services Used the software for: 2+ years ### "pretty nice " February 10, 2025 5.0 If you’re not using it, you’re already light-years behind the competition. Pros Every feature is a paradigm shift in digital excellence, effortlessly revolutionizing workflows, boosting efficiency, and probably increasing my IQ by at least 20 points. Cons I wouldn’t be surprised if this software could predict the stock market, cure insomnia, and make my coffee in the morning. Review Source IU Irfan U. Team member Accounting Used the software for: I used a free trial ### "Best Managing app to use" February 24, 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 BS Benedicta S. Student E-Learning Used the software for: I used a free trial ### "Awesome software " February 22, 2025 5.0 Great experience with project insight. It functions well. Pros Project insight helps make project management easier. It makes projects effective and simple. Cons I like everything about project insight. Review Source GS Ganesh S. Software Developer Information Technology and Services Used the software for: Less than 6 months ### "Reduce manual work" February 24, 2025 5.0 Project insights is great tool. I am able to save lot of time. Pros Project insights eliminates the tedious task of manually cross checking data. Cons Pricing is high and response from support team takes too much time. Review Source AM Anjal M. QA Computer Software Used the software for: I used a free trial ### "Great Project Management Tool" January 27, 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 CM Carl M. Business Owner Media Production Used the software for: I used a free trial ### "Amazing Organized Software" January 7, 2025 5.0 Overall, I have enjoyed using project insight and with the multiple features they offer. I believe I'll start using more of them as time goes on. The free trail has been amazing and I plan to purchase a membership soon. Pros I have team members who need to access certain documents and with the ability to share using project insight, things are kept together and organized. Cons At the moment there is nothing that I dislike about project insight. I think it is a great tool for a small businesses. Review Source GF Gabriel F. IT Intern Computer Software Used the software for: I used a free trial ### "Project Insight Review" February 26, 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 KM Kevan M. Project Manager Pharmaceuticals Used the software for: Less than 6 months ### "Project Insight - A company and project management tool that delivers. " May 10, 2022 5.0 Overall it has been a positive experience. It's easy to use once you go in and learn where to find things. Pros I was searching for a project management tool that would mimic as close as possible how we were currently running our projects. We already had a task list that was being used over and over again for our projects but it was in Excel. I wanted a tool that users would find easy to understand and have a similar look and feel to transition to. The other main component was to find a tool that could handle making updates to our Master Task list, which we do on a regular basis and have an automated way to update the Master task list and then have the system also update the project's task list for projects that were in process. Cons Would like it to be easier to build reports on my own. Example: To be able to create a list of specific resources for all projects. The ability to hide and unhide tasks that are Done without having to run a report to hide tasks that are complete but not be able to unhide them dynamically. Reason for choosing Project Insight Project Insight delivered exactly what we needed with their product. We knew there were other things the product could do but the sell was that it could do what we asked for during their demo. They were also very easy to work with and accommodated me with my requests. The folks at Project Insight built what we wanted to see and didn't ask for money up front. The competitor showed us their product but wasn't able to sell it to us because they didn't show us the critical item(s) we were looking for. They said they could build it but once seeing it in PI, our minds were made to go with PI. Review Source Response from Project Insight May 12, 2022 Kevan, we were so lucky to get to work with you on this project. We appreciate your glowing review. Customers like you are a perk of our work days. As for the reports, please set something up with our customer success team. We have tricks that will make that easier for you to tackle. Support@projectinsight.com and thank you again! TS Tom S. Program Manager Utilities Used the software for: 2+ years ### "Excellent Portfolio Management" June 1, 2021 5.0 Pros We have a variety of clients that require small scale and large scale projects. PI offers excellent planning tools to setup projects and forecast staff utilization. We can also plan multi year projects with escalating rates by resource type. This provides a true picture for us to see how we are performing based on quote/budget. Cons Configuration of the product can be cumbersome. It does take a while to locate all the add ons you may want and configure them properly. Sometimes reporting doesn't always seem to get you to where you need to go. That being said, a weekly office hour session is offered and has been a big help for us to keep learning and moving forward. You definitely have to use this to know what you don't know. Switched from [ProjectManager](https://www.capterra.com/p/224496/ProjectManagercom/) We were looking for a product with more options and tracking. The timesheets and expense tracking are critical to our process. Review Source Response from Project Insight June 4, 2021 Hi Tom. Thank you so much for providing an experiences user's perspective of PI. We are so happy that our planning and forecasting tools are working for SL-serco. Thanks for mentioning our weekly "Office Hours" live support time. We are available whenever you need us at https://projectinsight.com/support VR Verified Reviewer Senior Manager, PMO Sports Used the software for: 1-2 years ### "Project Insight quick opinion" June 7, 2021 5.0 Has been a great experience implementing the software, the biggest challenge has been internal adoption by the staff, but we are getting there. PI has been very helpful along the way, and they are always responsive and available for questions. We feel this is light years ahead (for our group at least) of MS Project and management loves the visibility into all projects in process via dashboards, reports, etc. Pros Love that it is cloud-based, by far easier to use than MS Project, easy to assign tasks to techs in the field and have them update via mobile app, being able to have visibility into all projects in my portfolio. Their implementation assistance was painless and they were very helpful. Cons PI still needs to complete their integration with MS Teams, some quirky behavior due to the fact that it is web-based, usually a page refresh is all that's needed to fix UI issues. Reason for choosing Project Insight Cost, features, complexity, support options Review Source Response from Project Insight June 10, 2021 Thank you for this wonderful review of Project Insight. We are so happy that our tool is making your life easier and that your team and its leaders are pleased with the great results. Please always feel free to reach out. We pride ourselves on being helpful and personally available to our clients. LB Luke B. IT Manager Construction Used the software for: 1-2 years ### "A great fit." January 11, 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! JS John S. ICT Director Medical Practice Used the software for: 1-2 years ### "Professional Project Managing Avenue " April 24, 2024 5.0 Pros Project Insight addresses multiple projects, and it ensure resources are accurately shared or allocated. Cons Project Insight is dimensional and accurate in allowing all projects to remain functional. Review Source ## 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.