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  Key Features
  Product Feature Matrix
  System Requirements
  Customization & Integration
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  Free Project Management Training
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  Maintenance
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Project Insight Feature Matrix

As the leading mid-market, online project management software provider, we realize that 'one size does not fit all.' That is why Project Insight is offered in three tiers: Workgroup, 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.

Show/Hide Legend
Features Enterprise Workgroup
Project Initiation
Create your own project request formIncluded with no additional charge
Route requests for approvalIncluded with no additional charge
Collaborate on approvalsIncluded with no additional chargeAPP
Track and report on all requestsIncluded with no additional charge
Create and save project templatesIncluded with no additional chargeIncluded with no additional charge
Generate new projects from templatesIncluded with no additional chargeIncluded with no additional charge
Import from Microsoft ProjectIncluded with no additional chargeIncluded with no additional charge
Export to Microsoft ProjectIncluded with no additional chargePMP
Schedule tasks with inline editingIncluded with no additional chargeIncluded with no additional charge
Create and edit with interactive Gantt chartIncluded with no additional chargeIncluded with no additional charge
Portfolio Planning and Analysis
Create your own scorecardIncluded with no additional chargePMP
Prioritize projects in the portfolio by scoreIncluded with no additional chargePMP
Balance resources using cross project resource allocationIncluded with no additional chargePMP
Evaluate all projects in the portfolioIncluded with no additional chargePMP
Project Scheduling
Create project tasks using inline editingIncluded with no additional chargeIncluded with no additional charge
Customize your own task list columnsIncluded with no additional chargeIncluded with no additional charge
Edit from any customized Gantt or task listIncluded with no additional chargeIncluded with no additional charge
Drag and drop tasksIncluded with no additional chargeIncluded with no additional charge
Utilize intelligent scheduling to shift tasksIncluded with no additional chargeIncluded with no additional charge
Leverage all task types and constraintsIncluded with no additional chargeIncluded with no additional charge
Use recurring tasksIncluded with no additional chargeIncluded with no additional charge
Designate tasks as appointmentsIncluded with no additional chargeIncluded with no additional charge
Export projects to Microsoft ExcelIncluded with no additional chargeIncluded with no additional charge
Export projects to Microsoft ProjectIncluded with no additional chargePMP
Export projects to XMLIncluded with no additional chargePMP
Advanced Project Scheduling
Create tasks as appointmentsIncluded with no additional chargeIncluded with no additional charge
Auto-reschedule tasksIncluded with no additional charge
Use cross project dependenciesIncluded with no additional chargePMP
Evaluate with planned and earned value calculationsIncluded with no additional chargePMP
Utilize elapsed time and duration delaysIncluded with no additional chargeIncluded with no additional charge
Leverage task splitsIncluded with no additional chargePMP
Resource Management
Assign resources by group, department and companyIncluded with no additional chargeIncluded with no additional charge
Assign resources to tasks by skill setIncluded with no additional chargeIncluded with no additional charge
Mass assign resources to tasksIncluded with no additional chargeIncluded with no additional charge
Swap resources on multiple tasksIncluded with no additional chargeIncluded with no additional charge
View a resource directory of all resourcesIncluded with no additional chargeIncluded with no additional charge
Advanced Resource Management
View workload with cross project resource allocationIncluded with no additional chargePMP
Drill down to view projects and tasksIncluded with no additional chargePMP
Balance the workload using drag and dropIncluded with no additional chargePMP
Suggest a resource by skill setIncluded with no additional chargePMP
Forecast future resource needsIncluded with no additional chargePMP
View resources' load by percentageIncluded with no additional chargePMP
View resource load by departmentIncluded with no additional chargePMP
Account for non-working timeIncluded with no additional chargePMP
Set up global, project and resource work calendarsIncluded with no additional chargePMP
Task Management
Update tasks directly from the portalIncluded with no additional chargeIncluded with no additional charge
Update tasks and enter time from Outlook TasksIncluded with no additional chargeIncluded with no additional charge
Assign to-dos to other team membersIncluded with no additional chargeIncluded with no additional charge
Update task percentage complete from mobile deviceIncluded with no additional chargeIncluded with no additional charge
Enter time from mobile deviceIncluded with no additional chargeIncluded with no additional charge
Update issues from mobile deviceIncluded with no additional chargeIncluded with no additional charge
Update to-dos from mobile deviceIncluded with no additional chargeIncluded with no additional charge
Document Management and Collaboration
Create your own hierarchy of foldersIncluded with no additional chargeIncluded with no additional charge
Add folders to left navigationIncluded with no additional chargeAP
Unlimited number of sub foldersIncluded with no additional chargeIncluded with no additional charge
Upload any file typeIncluded with no additional chargeIncluded with no additional charge
One click multiple file uploadIncluded with no additional chargeIncluded with no additional charge
Multiple file downloadIncluded with no additional chargeIncluded with no additional charge
Upload emails directly from OutlookIncluded with no additional chargeIncluded with no additional charge
Post comments and discussionsIncluded with no additional chargeIncluded with no additional charge
View photo by team member commentsIncluded with no additional chargeIncluded with no additional charge
Set version control on filesIncluded with no additional chargeIncluded with no additional charge
Check-in/check-out of documentsIncluded with no additional chargeIncluded with no additional charge
Link to the Internet or networkIncluded with no additional chargeIncluded with no additional charge
Use shortcuts to create mash upsIncluded with no additional chargeIncluded with no additional charge
Create HTML pages, stream audio, videoIncluded with no additional charge
Standardize folders to match methodologyIncluded with no additional chargeIncluded with no additional charge
Search
Global search and search by folderIncluded with no additional chargeIncluded with no additional charge
Search contents of Word, Excel, PowerPoint and PDFIncluded with no additional chargeIncluded with no additional charge
Workflow and Approvals
Route files and documents for approvalIncluded with no additional chargeAPP
Approve tasks, projects or any itemIncluded with no additional chargeAPP
Define routing sequenceIncluded with no additional chargeAPP
Automatic alerts sent to approversIncluded with no additional chargeAPP
Use approvals as electronic signatureIncluded with no additional chargeAPP
Report on all approvals system wideIncluded with no additional chargeAPP
Save approval templatesIncluded with no additional chargeAPP
Issue Tracking and Management
Associate issues with tasks and projectsIncluded with no additional chargeISS
Create issues outside of projectsIncluded with no additional chargeISS
Assign issues to team membersIncluded with no additional chargeISS
Customize own pull down menusIncluded with no additional chargeISS
Attach files to issuesIncluded with no additional chargeISS
Add comments to issuesIncluded with no additional chargeISS
Track resolution historyIncluded with no additional chargeISS
View all issues on a single projectIncluded with no additional chargeISS
Report on all issues across all projectsIncluded with no additional chargeISS
Alerts and Notifications
Set alerts on projects, tasks and foldersIncluded with no additional chargeIncluded with no additional charge
Create system-wide alertsIncluded with no additional chargeIncluded with no additional charge
Define alerts on project templatesIncluded with no additional chargeIncluded with no additional charge
Set alerts by role and userIncluded with no additional chargeIncluded with no additional charge
Set alerts by company, group and email addressIncluded with no additional charge
Send alerts to non Project Insight usersIncluded with no additional charge
Push out proactive notificationsIncluded with no additional chargeIncluded with no additional charge
Use any email client for email notificationIncluded with no additional chargeIncluded with no additional charge
Customize alert 'from' and 'reply to'Included with no additional chargeIncluded with no additional charge
Daily email report of tasks and updated itemsIncluded with no additional chargeIncluded with no additional charge
Calendars
View all project tasks in calendar viewIncluded with no additional chargeIncluded with no additional charge
Individual project calendarsIncluded with no additional chargeIncluded with no additional charge
Filter by project, resource type or team memberIncluded with no additional chargeIncluded with no additional charge
Push tasks to Outlook CalendarIncluded with no additional chargeIncluded with no additional charge
Time/Expense Tracking
Flexible time/expense entryIncluded with no additional chargeIncluded with no additional charge
Enter time/expense by grid, worksheet, taskIncluded with no additional chargeIncluded with no additional charge
Time entry via Outlook or mobile phoneIncluded with no additional chargeIncluded with no additional charge
Use timer to track timeIncluded with no additional chargeIncluded with no additional charge
Percentage complete independent of time entryIncluded with no additional chargeIncluded with no additional charge
Enter estimated remaining work from time gridIncluded with no additional chargeIncluded with no additional charge
Customizable time/expense worksheetsIncluded with no additional chargeIncluded with no additional charge
Customizable time/expense codesIncluded with no additional chargeIncluded with no additional charge
Account for non project time/expenseIncluded with no additional chargeIncluded with no additional charge
Timesheet/expense report approvalsIncluded with no additional chargeAA
Project Budgeting and Costing
Plan and forecast project budget and revenueIncluded with no additional chargeIncluded with no additional charge
Track estimates verus actuals in real-timeIncluded with no additional chargeIncluded with no additional charge
Account for labor and expensesIncluded with no additional chargeIncluded with no additional charge
Track fixed cost projects and tasksIncluded with no additional chargeIncluded with no additional charge
Track proposed and billable chargesIncluded with no additional chargeIncluded with no additional charge
Compare against target budgetIncluded with no additional chargeIncluded with no additional charge
Performance summariesIncluded with no additional chargeIncluded with no additional charge
Monitor cost overruns with health indicatorsIncluded with no additional chargeIncluded with no additional charge
Understand earned value in real-timeIncluded with no additional chargePMP
Report on PV, EV, SPI, CPI and moreIncluded with no additional chargePMP
View budget variances in real-timeIncluded with no additional chargeIncluded with no additional charge
Report on financials by project typeIncluded with no additional chargeIncluded with no additional charge
Roll up financials by organization or clientIncluded with no additional chargeIncluded with no additional charge
Summarize entire portfolio financialsIncluded with no additional chargeIncluded with no additional charge
Advanced Accounting
Route timesheets/expense reports for approvalIncluded with no additional chargeAA
Set up 1 or 2 tier time/expense approval processIncluded with no additional chargeAA
Create invoice reportsIncluded with no additional chargeAA
Track invoiced items on tasks and projectsIncluded with no additional chargeAA
Export to invoice reports QuickbooksIncluded with no additional chargeAA
Export time/expenses to ExcelIncluded with no additional chargeAA
Integrate with any accounting or ERP solutionIncluded with no additional chargeAPIs
Reports and Dashboards
View real-time status of all projectsIncluded with no additional chargeIncluded with no additional charge
Run graphical portfolio reportsIncluded with no additional chargePMP
Report on portfolio roll ups by project type, company and moreIncluded with no additional chargeIncluded with no additional charge
Track project statusIncluded with no additional chargeIncluded with no additional charge
Cross project Gantt chartsIncluded with no additional chargePMP
Create 100s of real-time reportsIncluded with no additional chargeIncluded with no additional charge
Easy to use filtersIncluded with no additional chargeIncluded with no additional charge
Customize and save own reportsIncluded with no additional chargeIncluded with no additional charge
Share reports with team membersIncluded with no additional chargeIncluded with no additional charge
Create customized report column displaysIncluded with no additional chargeIncluded with no additional charge
Utilize dynamic date selectorsIncluded with no additional chargeIncluded with no additional charge
Sort, group and subtotal with easeIncluded with no additional chargeIncluded with no additional charge
One click access to saved reports from any pageIncluded with no additional chargeIncluded with no additional charge
Run financial revenue and recovery reportsIncluded with no additional chargeIncluded with no additional charge
View project and task snapshot reportsIncluded with no additional chargeIncluded with no additional charge
Monitor with planned and earned value reportsIncluded with no additional chargePMP
Monitor with red, yellow, green traffic light indicatorsIncluded with no additional chargeIncluded with no additional charge
Set own tolerance levels for health indicatorsIncluded with no additional chargeIncluded with no additional charge
Export reports to Excel, PDF or csvIncluded with no additional chargeIncluded with no additional charge
Microsoft Office Integration
Upload emails from OutlookIncluded with no additional chargeIncluded with no additional charge
Synchronize tasks with Outlook Calendar or TasksIncluded with no additional chargeIncluded with no additional charge
Update percent complete from Outlook to Project InsightIncluded with no additional chargeIncluded with no additional charge
Enter time via Outlook TasksIncluded with no additional chargeIncluded with no additional charge
Turn emails into tasksIncluded with no additional chargeIncluded with no additional charge
Convert emails into issuesIncluded with no additional chargeIncluded with no additional charge
Open and save Microsoft Office documents directly into Project InsightIncluded with no additional chargeIncluded with no additional charge
Ease of Use
One click to any task, project, issue, to-doIncluded with no additional chargeIncluded with no additional charge
One click to any saved or shared reportIncluded with no additional chargeIncluded with no additional charge
One click to any favorite pageIncluded with no additional chargeIncluded with no additional charge
Drag and dropIncluded with no additional chargeIncluded with no additional charge
Right click context sensitive menusIncluded with no additional chargeIncluded with no additional charge
Smart scrollingIncluded with no additional chargeIncluded with no additional charge
Customize task lists, Gantt charts, reports and moreIncluded with no additional chargeIncluded with no additional charge
Set any page as home pageIncluded with no additional chargeIncluded with no additional charge
Context sensitive helpIncluded with no additional chargeIncluded with no additional charge
Show reports, task lists, Gantts in full screenIncluded with no additional chargeIncluded with no additional charge
Freeze panes and headersIncluded with no additional chargeIncluded with no additional charge
Access to Community of recorded trainings, FAQs and moreIncluded with no additional chargeIncluded with no additional charge
Customizable
Create custom fields on task, project, issue levelIncluded with no additional charge
Add fields to company and user formsIncluded with no additional charge
Develop custom items or formsIncluded with no additional charge
Intelligent custom items tie to user baseIncluded with no additional charge
Brand site with organization look and feelIncluded with no additional chargeIncluded with no additional charge
Import users from ExcelIncluded with no additional chargeIncluded with no additional charge
Create user form templatesIncluded with no additional charge
Add or remove fields from user viewIncluded with no additional charge
Customize form labelsIncluded with no additional charge
Translate columns and fields for specific usersIncluded with no additional charge
Integrate using Web Services APIsIncluded with no additional chargeAPIs
Extend the solution with .NET Software Development Kit (SDK)Included with no additional chargeAPIs
Hire our Professional Services for extended custom workIncluded with no additional charge
Security and Permissions
Unique URLIncluded with no additional chargeIncluded with no additional charge
Secure loginIncluded with no additional chargeIncluded with no additional charge
Role based permissionsIncluded with no additional chargeIncluded with no additional charge
Advanced Permissions
Create project spaces using folder permissionsIncluded with no additional chargeAP
Use group permissionsIncluded with no additional chargeAP
Set permissions on a single itemIncluded with no additional chargeAP
Define communication permissionsIncluded with no additional chargeAP
Create own folder structureIncluded with no additional chargeAP
Set optional project manager item permissionsIncluded with no additional chargeAP
Secure Socket Layer (SSL)Included with no additional chargeIncluded with no additional charge
Active Directory Integration/Single sign onAPIs
Technology
100% web basedIncluded with no additional chargeIncluded with no additional charge
MAC and PC compliantIncluded with no additional chargeIncluded with no additional charge
AJAX enabledIncluded with no additional chargeIncluded with no additional charge
.NET platformIncluded with no additional chargeIncluded with no additional charge
SilverlightIncluded with no additional chargeIncluded with no additional charge
No client side software neededIncluded with no additional chargeIncluded with no additional charge
Support & Training
Email supportIncluded with no additional chargeIncluded with no additional charge
Online support from softwareIncluded with no additional chargeIncluded with no additional charge
Telephone supportIncluded with no additional charge
Product & Project Management Training WebinarsIncluded with no additional chargeIncluded with no additional charge
Pricing
Installed Edition AvailableIncluded with no additional charge
   License feeCall 949-476-6499 or
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Call 949-476-6499 or
Request Information
   Hosting feesCall 949-476-6499 or
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Call 949-476-6499 or
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Project Insight Workgroup Edition Optional Add-Ons

Add-On Symbol (used above)
Project Management Professional PMP
Advanced Permissions AP
Issue Tracking ISS
Advanced Accounting AA
Workflow and Approvals APP
Project Insight Enterprise Edition Optional Add-Ons
Add-On Symbol (used above)
SDK License APIs
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