As the leading mid-market, on demand, web based project management software provider, we realize that 'one size does not fit all.' That is why
Project Insight is offered in three tiers: Workgroup Edition, Professional and Enterprise Edition. In keeping
with our philosophy to provide the most flexible, customizable software, we allow
project teams to choose the level of solution that is right for them.
What's more, a project team may begin with the foundation software, Workgroup, and scale up to the Professional or
Enterprise Edition seamlessly. Do not be tempted to purchase a low end solution that your team will outgrow when
you can opt for Project Insight Workgroup and add features as needed. Do not choose high end solutions that are costly and take months and sometimes years to implement.
Project Insight Enterprise fits the bill.
The feature matrix below compares the major features between Project Insight Enterprise, and Project Insight
Workgroup Edition. There are several add-ons to Workgroup that are shown in the grid below. You may choose any two of these add-ons, to create a Professional Edition.
| Enterprise |
Workgroup |
| Project Insight |
| Centralized portfolio and project management |
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| Inline task entry |
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| 100% web based |
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| Web 2.0 - AJAX enabled |
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| .NET platform |
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| MAC and PC compliant |
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| No client side software needed |
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| One click navigation |
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| Custom Portal Page |
| Automatic distribution of projects and tasks |
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| Update tasks directly from portal page |
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| View tasks in a calendar view |
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| Search entire site by keyword |
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| Advanced search inside of Microsoft Office files |
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| Drag and drop to customize portal page |
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| Project Scheduling and Tracking |
| Intelligent project scheduling |
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| Inline task entry |
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| Manage and archive an unlimited number of projects |
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| Roll up phases into summary tasks |
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| Unlimited levels of task hierarchy |
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| Customize and save project task list display |
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| Mass assign tasks |
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| Interactive Gantt charts |
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| Track project estimates against actuals |
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| Create, save and re-use project templates |
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| Supports all task types and constraints |
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| Export complete schedule to Microsoft Excel |
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| One click Microsoft Project import |
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| Advanced Project Scheduling |
| One click Microsoft Project export |
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| Auto-reschedule tasks |
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| Save multiple baselines |
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| Cross project task dependencies |
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| Global resource work schedules |
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| Custom work schedules at the project and task level |
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| Scorecard |
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| Planned and earned value calculations |
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| Elapsed and delayed days |
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| Document Management and Collaboration |
| Unlimited hierarchy of folders and subfolders |
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| Upload any file type |
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| One click multiple file upload |
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| Discussion forums |
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| Version control on files |
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| Check-in/check-out |
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| Post links to Internet or network |
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| Upload emails directly from Outlook |
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| Create HTML pages |
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| Stream video/audio |
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| Workflow and Approvals |
Route files and documents for approval |
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Route tasks and projects for approval |
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Optional routing sequence |
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Automatic email alerts sent to approvers |
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Template-able approval process |
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| Resource Management |
| Assign resources by skill set |
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| Assign resources by group, department and company |
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| Swap a resource for multiple tasks |
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| Resource directory of all team members |
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| Advanced Resource Management |
| Project resource allocation |
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| Cross project resource allocation |
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| Drill down to see projects and tasks in resource allocation |
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| Suggest an available resource |
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| Balance the workload using drag and drop |
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| Forecast and run 'what if' scenarios |
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| Resource allocation by department and group |
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| Account for vacations and non-working time |
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| Issue Tracking |
| Associate issues with tasks and projects |
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| Create issues outside of projects |
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| Assign issues to team members |
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| Determine priority levels |
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| Report on all issues system wide |
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| Calendars |
| Global project calendar |
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| Individual project calendars |
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| Filters on calendar display |
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| Synchronize tasks with Outlook and Pocket PC |
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| Create multiple custom system calendars |
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| Synchronize tasks with Outlook and Pocket PC |
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| Alerts and Notifications |
| Daily Task Reports - Emailed |
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| Auto-alerts on projects and tasks |
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| System-wide auto-alerts |
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| Email notifications |
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| Alerts by role |
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| Alerts to non Project Insight team members |
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| Leverage email client for notifications |
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| Customize alert "from" and "reply to" |
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| Reports |
| Graphical portfolio reports |
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| 100s of real-time reports |
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| Project status reports |
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| Dynamic date selectors |
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| Administrative user reports |
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| Customize, save and share reports |
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| Create own report column display |
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| One click to saved reports from any page |
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| On Demand Dashboard |
Real-time status of all projects |
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| Filter to view specific portfolios or projects |
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| Flexible sorting and sub-sorting |
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| Planned value and earned value reports |
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| Project health and summary |
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| Time and Expense Tracking |
| Time and expense entry at task, project or company level |
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| Customizable time sheet & expense reports |
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| System level timesheet and expense report |
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| Time entry grid |
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| Time sheet & expense report approval process |
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| Percent complete independent of time entry |
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| Project Budgeting and Costing |
| Track estimates versus actuals in real-time |
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| Track labor and fixed costs |
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| Track proposed charges and billable charges |
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| Summary and project level roll ups |
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| Portfolio roll ups |
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| Advanced Accounting |
| Invoices with associated billing codes |
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| Out of the box invoice export to QuickBooks |
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| Advanced time and expense reports |
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| Optional time and expense approvals |
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| Accounting integration |
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| Customizable |
| Add custom fields at the project and task level |
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| Create unlimited custom forms |
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| Web Services API |
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| Software Development Kit (SDK) |
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| Integration with other systems |
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| Microsoft Office 2003® & 2007® Integration |
| Synchronize tasks from Project Insight to Outlook |
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| Enter time from Outlook tasks to Project Insight |
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| Update percent complete from Outlook to Project Insight |
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| Download tasks to Outlook calendar |
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| Upload Outlook email to Project Insight |
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Open and save Microsoft Office documents directly into Project Insight |
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| Security and Permissions |
| Unique URL |
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| Secure login |
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| Role based permissions |
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| Advanced Security and Permissions |
| Create project spaces using folder permissions |
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| Further refine permissions using group level permissions |
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| Separate a single item in the system |
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| Communication permissions |
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| Define which groups may communicate with each other |
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| Create own root level folder structure and navigation |
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| Secure Socket Layer (SSL) optional |
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| Active Directory / Single sign-on (Installed only) |
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| Support & Training |
| Email support |
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| Online support from software |
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| Telephone support |
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| Product & Project Management Training Webinars |
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| Pricing |
| Installed Edition Available |
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| License fee |
Call 949-476-6499 or Request Information |
Call 949-476-6499 or Request Information |
| Hosting fees |
Call 949-476-6499 or Request Information |
Call 949-476-6499 or Request Information |