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 Close Legend Included with Base License PMP Included with Project Management Professional Add-On AA Included with Advanced Accounting Add-On AP Included with Advanced Permissions Add-On APP Included with Workflow and Approvals Add-On ISS Included with Issue Tracking Add-On APIs Included with Web Services and SDK Add-On NOTE: Professional Edition is workgroup plus any 2 of the add-ons above Close Legend

Features	Enterprise	Workgroup
Project Initiation
Create your own project request form
Route requests for approval
Collaborate on approvals		APP
Track and report on all requests
Create and save project templates
Generate new projects from templates
Import from Microsoft Project
Export to Microsoft Project		PMP
Schedule tasks with inline editing
Create and edit with interactive Gantt chart
Portfolio Planning and Analysis
Create your own scorecard		PMP
Prioritize projects in the portfolio by score		PMP
Balance resources using cross project resource allocation		PMP
Evaluate all projects in the portfolio		PMP
Project Scheduling
Create project tasks using inline editing
Customize your own task list columns
Edit from any customized Gantt or task list
Drag and drop tasks
Utilize intelligent scheduling to shift tasks
Leverage all task types and constraints
Use recurring tasks
Designate tasks as appointments
Export projects to Microsoft Excel
Export projects to Microsoft Project		PMP
Export projects to XML		PMP
Advanced Project Scheduling
Create tasks as appointments
Auto-reschedule tasks
Use cross project dependencies		PMP
Evaluate with planned and earned value calculations		PMP
Utilize elapsed time and duration delays
Leverage task splits		PMP
Resource Management
Assign resources by group, department and company
Assign resources to tasks by skill set
Mass assign resources to tasks
Swap resources on multiple tasks
View a resource directory of all resources
Advanced Resource Management
View workload with cross project resource allocation		PMP
Drill down to view projects and tasks		PMP
Balance the workload using drag and drop		PMP
Suggest a resource by skill set		PMP
Forecast future resource needs		PMP
View resources' load by percentage		PMP
View resource load by department		PMP
Account for non-working time		PMP
Set up global, project and resource work calendars		PMP
Task Management
Update tasks directly from the portal
Update tasks and enter time from Outlook Tasks
Assign to-dos to other team members
Update task percentage complete from mobile device
Enter time from mobile device
Update issues from mobile device
Update to-dos from mobile device
Document Management and Collaboration
Create your own hierarchy of folders
Add folders to left navigation		AP
Unlimited number of sub folders
Upload any file type
One click multiple file upload
Multiple file download
Upload emails directly from Outlook
Post comments and discussions
View photo by team member comments
Set version control on files
Check-in/check-out of documents
Link to the Internet or network
Use shortcuts to create mash ups
Create HTML pages, stream audio, video
Standardize folders to match methodology
Search
Global search and search by folder
Search contents of Word, Excel, PowerPoint and PDF
Workflow and Approvals
Route files and documents for approval		APP
Approve tasks, projects or any item		APP
Define routing sequence		APP
Automatic alerts sent to approvers		APP
Use approvals as electronic signature		APP
Report on all approvals system wide		APP
Save approval templates		APP
Issue Tracking and Management
Associate issues with tasks and projects		ISS
Create issues outside of projects		ISS
Assign issues to team members		ISS
Customize own pull down menus		ISS
Attach files to issues		ISS
Add comments to issues		ISS
Track resolution history		ISS
View all issues on a single project		ISS
Report on all issues across all projects		ISS
Alerts and Notifications
Set alerts on projects, tasks and folders
Create system-wide alerts
Define alerts on project templates
Set alerts by role and user
Set alerts by company, group and email address
Send alerts to non Project Insight users
Push out proactive notifications
Use any email client for email notification
Customize alert 'from' and 'reply to'
Daily email report of tasks and updated items
Calendars
View all project tasks in calendar view
Individual project calendars
Filter by project, resource type or team member
Push tasks to Outlook Calendar
Time/Expense Tracking
Flexible time/expense entry
Enter time/expense by grid, worksheet, task
Time entry via Outlook or mobile phone
Use timer to track time
Percentage complete independent of time entry
Enter estimated remaining work from time grid
Customizable time/expense worksheets
Customizable time/expense codes
Account for non project time/expense
Timesheet/expense report approvals		AA
Project Budgeting and Costing
Plan and forecast project budget and revenue
Track estimates verus actuals in real-time
Account for labor and expenses
Track fixed cost projects and tasks
Track proposed and billable charges
Compare against target budget
Performance summaries
Monitor cost overruns with health indicators
Understand earned value in real-time		PMP
Report on PV, EV, SPI, CPI and more		PMP
View budget variances in real-time
Report on financials by project type
Roll up financials by organization or client
Summarize entire portfolio financials
Advanced Accounting
Route timesheets/expense reports for approval		AA
Set up 1 or 2 tier time/expense approval process		AA
Create invoice reports		AA
Track invoiced items on tasks and projects		AA
Export to invoice reports Quickbooks		AA
Export time/expenses to Excel		AA
Integrate with any accounting or ERP solution		APIs
Reports and Dashboards
View real-time status of all projects
Run graphical portfolio reports		PMP
Report on portfolio roll ups by project type, company and more
Track project status
Cross project Gantt charts		PMP
Create 100s of real-time reports
Easy to use filters
Customize and save own reports
Share reports with team members
Create customized report column displays
Utilize dynamic date selectors
Sort, group and subtotal with ease
One click access to saved reports from any page
Run financial revenue and recovery reports
View project and task snapshot reports
Monitor with planned and earned value reports		PMP
Monitor with red, yellow, green traffic light indicators
Set own tolerance levels for health indicators
Export reports to Excel, PDF or csv
Microsoft Office Integration
Upload emails from Outlook
Synchronize tasks with Outlook Calendar or Tasks
Update percent complete from Outlook to Project Insight
Enter time via Outlook Tasks
Turn emails into tasks
Convert emails into issues
Open and save Microsoft Office documents directly into Project Insight
Ease of Use
One click to any task, project, issue, to-do
One click to any saved or shared report
One click to any favorite page
Drag and drop
Right click context sensitive menus
Smart scrolling
Customize task lists, Gantt charts, reports and more
Set any page as home page
Context sensitive help
Show reports, task lists, Gantts in full screen
Freeze panes and headers
Access to Community of recorded trainings, FAQs and more
Customizable
Create custom fields on task, project, issue level
Add fields to company and user forms
Develop custom items or forms
Intelligent custom items tie to user base
Brand site with organization look and feel
Import users from Excel
Create user form templates
Add or remove fields from user view
Customize form labels
Translate columns and fields for specific users
Integrate using Web Services APIs		APIs
Extend the solution with .NET Software Development Kit (SDK)		APIs
Hire our Professional Services for extended custom work
Security and Permissions
Unique URL
Secure login
Role based permissions
Advanced Permissions
Create project spaces using folder permissions		AP
Use group permissions		AP
Set permissions on a single item		AP
Define communication permissions		AP
Create own folder structure		AP
Set optional project manager item permissions		AP
Secure Socket Layer (SSL)
Active Directory Integration/Single sign on	APIs
Technology
100% web based
MAC and PC compliant
AJAX enabled
.NET platform
Silverlight
No client side software needed
Support & Training
Email support
Online support from software
Telephone support
Product & Project Management Training Webinars
Pricing
Installed Edition Available
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