Project Insight Project Management Software
Print Friendly
949-476-6499 949-476-6499
Request a Demo
Product Tour
Product Information
Request Information
Customers
Partners
About Us
Home
Overview
Key Features
Enterprise Edition vs.
Workgroup Edition
White Papers
What Edition Do I Need?
System Requirements
Customizing & Integration
Training
Support Policy
Maintenance
Community
Signup Now
"We're able to maintain timelines in a way we could never do before."
- CIO, Funrise Toy Co.

Bridging the Project Management Gap

In the past, project teams had two choices, manage projects with desktop applications like Microsoft Excel or Microsoft Project, or invest in high end software that takes time to implement and adopt. Project teams are tired of trying to share project information by routing desktop files through email. Experienced project managers are finding the low end software tools do not have the powerful project scheduling features they are used to in Microsoft Project. Team members find high end enterprise software cumbersome to learn and, many times, painful to adopt.

Project Insight bridges the gap. Now, savvy project managers do not have to settle for less. Project Insight software supports the intelligent scheduling and resource allocation they require, but maintains its elegant interface and ease of use. What's more, executive management can get status reports just by logging in.


(Note click on links and images to view details)

Intelligent Project Scheduling

Build projects directly in Project Insight
Import projects from Microsoft Project
Task entry grid for fast task entry and edit
Re-use projects from templates
View Gantt charts in multiple time scales
Change project schedules automatically based on task relationships
Leverage dependencies, constraints, lead and lag time
Export projects out to Microsoft Project, Microsoft Excel, or XML
Create your own task list view
Import & Export directly to Microsoft Project.
click to view

Project Templates

Create a template library of projects
Start new projects from templates in less than 30 seconds
Copy and paste projects, tasks, or groups of tasks for re-use
Copy and paste any item including files and entire folders
Move any project or item from one location to another
Create project templates.
click to view

Document Management
and Collaboration

Maintain entire project history and discussions in a centralized place
Attach files of any type to a project, task or folder
Set version control on key files
Use check-in/check out
Create your own folder structure
Link to places on the Internet or internal network
Maintain a knowledge base
Automatically set version control on documents.
click to view

Resource Management

Assign team members to projects by group, department or company
Mass assign team members to tasks by skill set
Swap resources on tasks with just a few mouse clicks
View resource allocation on work scheduled across all projects
Drill down to see projects and tasks in resource allocation reports
Balance workload of under and over burdened resources
Suggest the most available resource by skill set
Forecast and run 'what if' scenarios on projects in planning phase
Set default burden and bill rates at the system, project, or task level
View cross project resource allocation reports.
click to view

Reporting

Run 100s of real-time management reports on project data
View programs and portfolios in one Dashboard
Create, save, and share custom reports
Generate project, milestone, or task level reports
View project summary reports with earned value calculations
Run portfolio reports graphically
Create executive dashboards
View cross project dashboard reports.
click to view

View cross project dashboard reports.
click to view

Workflow and Approvals

Route documents, projects, tasks, or any other item for approval
Define routing sequence and whether approval is required
Automatic alerts notify the next approver in the approval process
Share posted comments on the approval item
Save a templated approval process for future use
Document Approvals.
click to view

Issue Tracking

Capture issues on projects, tasks or system wide
Assign issues to a team member to keep the project on track
Report on all issues in the system, whether project or non-project related
Issue Tracking.
click to view

Project Budgeting and Costing

Know in a glance if the project is on time and on budget
Track project costs in hours, fixed costs or both
Keep track of project estimates and actuals in real-time
Capture proposed and billable charges
Report on planned value and earned value
View a quick summary of project budgets
Get planned value (PV) and earned value (EV) calculations based on project work
View detailed budgeted and estimated costs against actual costs entered by resources in the time and billing system.
click to view

Time & Expense

Enter time and expenses in a system timesheet or time grid
Account for time spent on tasks, projects, or with customers
Account for non-project time
Generate daily, weekly or monthly time and expense sheets
Set up an approval process for time sheets and expense reports
Aggregate time and expenses across multiple projects per customer
Create invoices from approved time and expenses
Export to QuickBooks or Microsoft Excel
Resources can enter time and expenses by company, project and task from one screen.
click to view

Microsoft Outlook & Office Integration

Upload e-mails from Outlook
Synchronize tasks from Project Insight to Outlook Tasks or Calendar
Synchronize time entered from Outlook Tasks
Upload percentage complete from Outlook Tasks
Edit and save Microsoft Office documents directly into Project Insight
Integrate with MS Office 2003.
click to view

Permissions and Security

Use role-based permissions to define team member status
Choose multiple roles per team member
Create folders to separate different project teams
Set folder permissions like folders in Windows
Separate groups from each other
Define who sees what based on multi-level permissions
Set permissions on a single item
Apply an SSL encryption to the site
Setup permissions in a familiar windows-like interface.  Company, Group and Resource level permissions available.
click to view

Customizable

Use drag and drop to customize the portal page
Systems administrators can customize the folder structure
Systems administrators can add custom fields
Systems administrators can create custom items
Customers may brand Project Insight to their company "look and feel"
Web services APIs for easy integration with accounting, CRM, or other enterprise software.
Software Development Kit (SDK) available for advanced customizations by your team
Choose global (system-wide) currency and date format.
Each resource has their own customizable portal-style homepage with all tasks and projects they are assigned to in one place.
click to view

Other Cool Stuff

Set auto-alerts on tasks, projects, folders and files based on filtered criteria
Receive a nightly report of all the tasks and to-dos that pertain to each team member
Search for anything in the system, from any level in the hierarchy
Search within the contents of Microsoft Word, Excel, PowerPoint and PDF files
Narrow the search by team member, date range or item type
AJAX/Web 2.0 enabled forms for improved performance
Smart scrolling ensures that your browser goes back to the right spot when editing items in a large list
Export Gantt charts to Microsoft Excel, Microsoft Project, or XML and share with non-Project Insight team members

© 1997-2008 Project Insight Project Insight™
Metafuse A Metafuse, Inc. Company

 

Home | Product Tour | Information | Features | Why | Evaluation | Requirements | Support | Maintenance | Edition Comparison
What Edition | Services | Training | Customizations | Partners | Request Info | Demo | Workgroup | About Us | Contact Us
Helpful Articles | Software Selection | Web Based Project Management Software | Software Development Kit | Time & Billing | Site Map