Project Insight

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

Collaboration Tools

• 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.