# Project Insight

> Work and project management software with comprehensive time and expense tracking designed for professional services. Project Insight helps companies manage projects, allocate personnel, streamline accounting, and track work across entire organizations.

- **URL:** https://projectinsight.com/
- **Category:** Business Management
- **Tags:** Professional Services, Psa, Expense Tracking
- **Updated:** 2026-03-12 12:31
- **Canonical page:** https://timetrack.works/uk/items/project-insight

## Details

## 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.

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