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Project Insight

Name: Project Insight
Rating: 4.5 (2 reviews)

By Project Insight

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Highlights : About Project Insight

Intelligent Scheduling

Resource Management

Outlook Integration

Permissions and Security

Project Dashboards

Multiple Methods of SSO

About Project Insight

Project Insight (PI) is the work management hub helping companies manage projects, allocate personnel and track what work is being done throughout the entire organization. The intuitive software aggregates data from high-productivity apps such as Zendesk Sell, Jira, QuickBooks and more, providing key stakeholders with real-time updates and reports about work to boost productivity. PI brings together work, automation and collaboration in one, centralized platform to streamline capacity and maximize success.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Premise, Cloud

Language Support

English,Spanish

Platforms

Product Details

Features

APIs

Baselines

Budgeting and Costing

Collaboration

Billable and Non-Billable Work Items

Cross-Project Resource Allocation

Data Import/Export To MS Projects

Document Management

Customization Capabilities

Email Notifications

Expense Tracking

Executive Dashboards

Financial Indicators

Intelligent Project Scheduling

Interactive Gantt Charts

Permissions and Security

Benefits

Streamlined Project Prioritization

One of the most unique aspects of Project Insight is that it helps you assess all your projects in line with your resources and goals. That way it is easier to manage your portfolio using a scorecard feature. All you need to do is define your organization’s goals, KPIs, and CSFs in the scorecard and it will automatically rate and weigh projects based on the given criteria. By doing so, you can pinpoint your most profitable endeavors and identify the most strategically aligned projects. Moreover, this will allow you to gauge which projects should be prioritized, which team should handle it, as well as how to delegate the tasks accordingly.

Advanced Resource Allocation

Project Insight also offers powerful resource management features including resource allotments, cross-project resource allocation, placeholder resources, suggest a resource, over-allocation alerts, and more. These tools can help you visualize workloads so you can make sure that you are not over-working or under-utilizing your resources. It also supports tools that allow you to bulk assign tasks according to skill sets, swap resources depending on the changing needs of your operations, or balance the workload of your resources. To make things even better, the platform has a convenient drag-and-drop navigation so you can perform resource allocation management as quickly as possible.

Smart Scheduling

It is difficult to make ends meet, especially when it comes to staff scheduling. You need to make sure that you are maximizing the time of your team members without overloading them with tasks. Using Project Insight’s intelligent scheduling feature, you can look at your entire shift schedules at a glance and edit them in just a few clicks.

Highly Customizable User Experience

Not everyone works the same way. This is why Project Insight is built with customizations not only at the organizational level, but per user as well. You can create custom fields, custom items and workflows, customize their form labels and apply their own theme without the need for programming. Users can also define their own folder structures, labels, and headers, and translate the software’s data fields into any language.

In-Depth Reports

Running hundreds of standard or canned reports is not easy feat. Project Insight is equipped with real-time management reports on project and portfolio data. Using this, you can create, save, and share custom reports and view project summary reports with earned value calculations. You may then easily modify these by adding data columns, rolling data up by organization, department, sponsor, or staff member. After which, you may even share your reports with stakeholders.

Better Team Collaboration

Project Insight allows its users to post comments and collaborate on any item within the system. This way, you can keep all relevant project information centralized and make sure that all team members are in the loop about tasks. The software even has a VirtualPM™ for Slack to help you communicate in real-time. It is also equipped with notification systems that can be sent to your email to make sure that you don’t overlook any tasks.

Seamless Integrations

In addition its robust set of features, Project Insight also aggregates your data with the apps you already use and love. They offer out-of-the-box integrations to help you streamline your process and reduce double data entry, without the hassle of hard-coding. The platform also has Work Where They’re At™ while Project Insight syncs data for instant visibility. This way, you can do away with manually syncing your data and focus on company strategy and other aspects of your operations

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