Overview
Project Insight (PI) is an award-winning work and project management platform designed for professional services firms, consulting companies, and organizations requiring comprehensive project oversight with integrated time and expense tracking.
Time Tracking Features
- Individual and team time tracking
- Timesheet submission and approval workflows
- Timer-based tracking
- Manual time entry
- Mobile time tracking
- Project and task-level time allocation
- Billable vs. non-billable hours
- Time estimates vs. actuals
Expense Tracking
- Expense entry and submission
- Receipt attachments
- Expense categories
- Approval workflows
- Reimbursement processing
- Client billable expenses
- Mileage tracking
- Per diem calculations
Project Management
- Task and milestone tracking
- Gantt charts
- Resource allocation
- Project budgeting
- Capacity planning
- Portfolio management
- Dependencies and critical path
- Project templates
Financial Management
- Project budgeting and forecasting
- Billing and invoicing
- Client rate management
- Revenue recognition
- Profitability analysis
- Cost tracking
- Purchase orders
- Financial reporting
Resource Management
- Intelligent scheduling
- Resource capacity planning
- Skills and availability tracking
- Workload balancing
- Utilization reports
- Allocation optimization
- Document management
- Team discussions
- File sharing
- Activity feeds
- @mentions
- Email integration
- Real-time notifications
Reporting & Analytics
- Customizable dashboards
- Real-time project status
- Timesheet reports
- Expense reports
- Resource utilization
- Project profitability
- Client reports
- Executive KPIs
- Export capabilities
Integrations
- QuickBooks integration
- Jira synchronization
- Azure DevOps connectivity
- Microsoft Project
- Salesforce CRM
- Email systems
- Calendar sync
- API for custom integrations
Automation Features
- Automatic time and expense sync from integrated systems
- Workflow automation
- Recurring task creation
- Notification triggers
- Status updates
- Email reminders
Use Cases
- Consulting and professional services firms
- Marketing and advertising agencies
- IT services companies
- Engineering firms
- Multi-client service organizations
- Project-based businesses
Key Benefits
- Empowers teams to self-manage time and expenses
- Reduces administrative burden on project managers
- Provides real-time project visibility
- Integrates accounting with project delivery
- Supports multiple client engagements simultaneously
- Ensures projects meet deadlines and budgets
- Enhances client relationships through transparency
Professional Services Automation (PSA)
Project Insight functions as a complete PSA platform, combining:
- CRM and opportunity tracking
- Project planning and execution
- Resource scheduling
- Time and expense capture
- Billing and invoicing
- Financial reporting
User Feedback
Users particularly appreciate:
- Ease of logging hours and tracking tasks
- Efficient report generation
- Coordination facilitation
- Integration with QuickBooks
- Time tracking workflow integration
Pricing
Custom pricing based on organization size and feature requirements. Contact for quote and demo.
