Project Management Software - Project Insight
  Overview
  Key Features
  Enterprise vs. Workgroup
  What Edition Do I Need?
  System Requirements
  Customization & Integration
  Training
  Support Policy
  Maintenance
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Project Insight Feature Matrix

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.

Click on the "What Edition Do I Need" questionnaire to determine which edition your project team needs.

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Features Enterprise Workgroup
Project Insight
   Centralized portfolio and project management Included with no additional charge Included with no additional charge
   Inline task entry Included with no additional charge Included with no additional charge
   100% web based Included with no additional charge Included with no additional charge
   Web 2.0 - AJAX enabled Included with no additional charge Included with no additional charge
   .NET platform Included with no additional charge Included with no additional charge
   MAC and PC compliant Included with no additional charge Included with no additional charge
   No client side software needed Included with no additional charge Included with no additional charge
   One click navigation Included with no additional charge Included with no additional charge
Custom Portal Page
   Automatic distribution of projects and tasks Included with no additional charge Included with no additional charge
   Update tasks directly from portal page Included with no additional charge Included with no additional charge
   View tasks in a calendar view Included with no additional charge Included with no additional charge
   Search entire site by keyword Included with no additional charge Included with no additional charge
   Advanced search inside of Microsoft Office files Included with no additional charge Included with no additional charge
   Drag and drop to customize portal page Included with no additional charge Included with no additional charge
Project Scheduling and Tracking
   Intelligent project scheduling Included with no additional charge Included with no additional charge
   Inline task entry Included with no additional charge Included with no additional charge
   Manage and archive an unlimited number of projects Included with no additional charge Included with no additional charge
   Roll up phases into summary tasks Included with no additional charge Included with no additional charge
   Unlimited levels of task hierarchy Included with no additional charge Included with no additional charge
   Customize and save project task list display Included with no additional charge Included with no additional charge
   Mass assign tasks Included with no additional charge Included with no additional charge
   Interactive Gantt charts Included with no additional charge Included with no additional charge
   Track project estimates against actuals Included with no additional charge Included with no additional charge
   Create, save and re-use project templates Included with no additional charge Included with no additional charge
   Supports all task types and constraints Included with no additional charge Included with no additional charge
   Export complete schedule to Microsoft Excel Included with no additional charge Included with no additional charge
   One click Microsoft Project import Included with no additional charge Included with no additional charge
Advanced Project Scheduling
   One click Microsoft Project export Included with no additional charge Available with the Project Management Professional Add-On
   Auto-reschedule tasks Included with no additional charge Available with the Project Management Professional Add-On
   Save multiple baselines Included with no additional charge Available with the Project Management Professional Add-On
   Cross project task dependencies Included with no additional charge Available with the Project Management Professional Add-On
   Global resource work schedules Included with no additional charge Available with the Project Management Professional Add-On
   Custom work schedules at the project and task level Included with no additional charge Available with the Project Management Professional Add-On
   Scorecard Included with no additional charge Available with the Project Management Professional Add-On
   Planned and earned value calculations Included with no additional charge Available with the Project Management Professional Add-On
   Elapsed and delayed days Included with no additional charge Available with the Project Management Professional Add-On
Document Management and Collaboration
   Unlimited hierarchy of folders and subfolders Included with no additional charge Included with no additional charge
   Upload any file type Included with no additional charge Included with no additional charge
   One click multiple file upload Included with no additional charge Included with no additional charge
   Discussion forums Included with no additional charge Included with no additional charge
   Version control on files Included with no additional charge Included with no additional charge
   Check-in/check-out Included with no additional charge Included with no additional charge
   Post links to Internet or network Included with no additional charge Included with no additional charge
   Upload emails directly from Outlook Included with no additional charge Included with no additional charge
   Create HTML pages Included with no additional charge Included with no additional charge
   Stream video/audio Included with no additional charge Included with no additional charge
Workflow and Approvals
   Route files and documents for approval Included with no additional charge Available with the Approvals Add-On
   Route tasks and projects for approval Included with no additional charge Available with the Approvals Add-On
   Optional routing sequence Included with no additional charge Available with the Approvals Add-On
   Automatic email alerts sent to approvers Included with no additional charge Available with the Approvals Add-On
   Template-able approval process Included with no additional charge Available with the Approvals Add-On
Resource Management
   Assign resources by skill set Included with no additional charge Included with no additional charge
   Assign resources by group, department and company Included with no additional charge Included with no additional charge
   Swap a resource for multiple tasks Included with no additional charge Included with no additional charge
   Resource directory of all team members Included with no additional charge Included with no additional charge
Advanced Resource Management
   Project resource allocation Included with no additional charge Available with the Project Management Professional Add-On
   Cross project resource allocation Included with no additional charge Available with the Project Management Professional Add-On
   Drill down to see projects and tasks in resource allocation Included with no additional charge Available with the Project Management Professional Add-On
   Suggest an available resource Included with no additional charge Available with the Project Management Professional Add-On
   Balance the workload using drag and drop Included with no additional charge Available with the Project Management Professional Add-On
   Forecast and run 'what if' scenarios Included with no additional charge Available with the Project Management Professional Add-On
   Resource allocation by department and group Included with no additional charge Available with the Project Management Professional Add-On
   Account for vacations and non-working time Included with no additional charge Available with the Project Management Professional Add-On
Issue Tracking
   Associate issues with tasks and projects Included with no additional charge Available with the Issue Tracking Add-On
   Create issues outside of projects Included with no additional charge Available with the Issue Tracking Add-On
   Assign issues to team members Included with no additional charge Available with the Issue Tracking Add-On
   Determine priority levels Included with no additional charge Available with the Issue Tracking Add-On
   Report on all issues system wide Included with no additional charge Available with the Issue Tracking Add-On
Calendars
   Global project calendar Included with no additional charge Included with no additional charge
   Individual project calendars Included with no additional charge Included with no additional charge
   Filters on calendar display Included with no additional charge Included with no additional charge
   Synchronize tasks with Outlook and Pocket PC Included with no additional charge Included with no additional charge
   Create multiple custom system calendars Included with no additional charge Included with no additional charge
   Synchronize tasks with Outlook and Pocket PC Included with no additional charge Included with no additional charge
Alerts and Notifications
   Daily Task Reports - Emailed Included with no additional charge Included with no additional charge
   Auto-alerts on projects and tasks Included with no additional charge Included with no additional charge
   System-wide auto-alerts Included with no additional charge Included with no additional charge
   Email notifications Included with no additional charge Included with no additional charge
   Alerts by role Included with no additional charge
   Alerts to non Project Insight team members Included with no additional charge
   Leverage email client for notifications Included with no additional charge Included with no additional charge
   Customize alert "from" and "reply to" Included with no additional charge Included with no additional charge
Reports
   Graphical portfolio reports Included with no additional charge Available with the Project Management Professional Add-On
   100s of real-time reports Included with no additional charge Included with no additional charge
   Project status reports Included with no additional charge Included with no additional charge
   Dynamic date selectors Included with no additional charge Included with no additional charge
   Administrative user reports Included with no additional charge Included with no additional charge
   Customize, save and share reports Included with no additional charge Included with no additional charge
   Create own report column display Included with no additional charge Included with no additional charge
   One click to saved reports from any page Included with no additional charge Included with no additional charge
On Demand Dashboard
   Real-time status of all projects Included with no additional charge Included with no additional charge
   Filter to view specific portfolios or projects Included with no additional charge Included with no additional charge
   Flexible sorting and sub-sorting Included with no additional charge Included with no additional charge
   Planned value and earned value reports Included with no additional charge Available with the Project Management Professional Add-On
   Project health and summary Included with no additional charge Available with the Project Management Professional Add-On
Time and Expense Tracking
   Time and expense entry at task, project or company level Included with no additional charge Included with no additional charge
   Customizable time sheet & expense reports Included with no additional charge Included with no additional charge
   System level timesheet and expense report Included with no additional charge Included with no additional charge
   Time entry grid Included with no additional charge Included with no additional charge
   Time sheet & expense report approval process Included with no additional charge Available with the Advanced Accounting Add-On
   Percent complete independent of time entry Included with no additional charge Included with no additional charge
Project Budgeting and Costing
   Track estimates versus actuals in real-time Included with no additional charge Included with no additional charge
   Track labor and fixed costs Included with no additional charge Included with no additional charge
   Track proposed charges and billable charges Included with no additional charge Included with no additional charge
   Summary and project level roll ups Included with no additional charge Included with no additional charge
   Portfolio roll ups Included with no additional charge Included with no additional charge
Advanced Accounting
   Invoices with associated billing codes Included with no additional charge Available with the Advanced Accounting Add-On
   Out of the box invoice export to QuickBooks Included with no additional charge Available with the Advanced Accounting Add-On
   Advanced time and expense reports Included with no additional charge Available with the Advanced Accounting Add-On
   Optional time and expense approvals Included with no additional charge Available with the Advanced Accounting Add-On
   Accounting integration Included with no additional charge Available with SDK Add-On
Customizable
   Add custom fields at the project and task level Included with no additional charge  
   Create unlimited custom forms Included with no additional charge  
   Web Services API Available with SDK Add-On Available with SDK Add-On
   Software Development Kit (SDK) Available with SDK Add-On Available with SDK Add-On
   Integration with other systems Included with no additional charge Available with SDK Add-On
Microsoft Office 2003® & 2007® Integration
   Synchronize tasks from Project Insight to Outlook Included with no additional charge Included with no additional charge
   Enter time from Outlook tasks to Project Insight Included with no additional charge Included with no additional charge
   Update percent complete from Outlook to Project Insight Included with no additional charge Included with no additional charge
   Download tasks to Outlook calendar Included with no additional charge Included with no additional charge
   Upload Outlook email to Project Insight Included with no additional charge Included with no additional charge
   Open and save Microsoft Office documents directly
   into Project Insight
Included with no additional charge Included with no additional charge
Security and Permissions
   Unique URL Included with no additional charge Included with no additional charge
   Secure login Included with no additional charge Included with no additional charge
   Role based permissions Included with no additional charge Included with no additional charge
Advanced Security and Permissions
   Create project spaces using folder permissions Included with no additional charge Available with the Company Permissions Add-On
   Further refine permissions using group level permissions Included with no additional charge Available with the Company Permissions Add-On
   Separate a single item in the system Included with no additional charge Available with the Company Permissions Add-On
   Communication permissions Included with no additional charge Available with the Company Permissions Add-On
   Define which groups may communicate with each other Included with no additional charge Available with the Company Permissions Add-On
   Create own root level folder structure and navigation Included with no additional charge Available with the Company Permissions Add-On
   Secure Socket Layer (SSL) optional Included with no additional charge Included with no additional charge
   Active Directory / Single sign-on (Installed only) Included with no additional charge
Support & Training
   Email support Included with no additional charge Included with no additional charge
   Online support from software Included with no additional charge Included with no additional charge
   Telephone support Included with no additional charge Included with no additional charge
   Product & Project Management Training Webinars Included with no additional charge Included with no additional charge
Pricing
   Installed Edition Available Included with no additional charge  
   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

Project Insight Workgroup Edition Optional Add-Ons

Add-On Icon (shown above)
Project Management Professional Available with the Project Management Professional Add-On
Advanced Permissions Available with the Company Permissions Add-On
Issue Tracking Available with the Issue Tracking Add-On
Advanced Accounting Available with the Advanced Accounting Add-On
Workflow and Approvals Available with the Approvals Add-On
Project Insight Enterprise Edition Optional Add-Ons
Add-On Icon (shown above)
SDK License Available with SDK Add-On
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