Project Insight

Overview

Project Insight (PI) is an award-winning work and project management platform designed for professional services firms, consulting companies, and organizations requiring comprehensive project oversight with integrated time and expense tracking.

Time Tracking Features

• Individual and team time tracking
• Timesheet submission and approval workflows
• Timer-based tracking
• Manual time entry
• Mobile time tracking
• Project and task-level time allocation
• Billable vs. non-billable hours
• Time estimates vs. actuals

Expense Tracking

• Expense entry and submission
• Receipt attachments
• Expense categories
• Approval workflows
• Reimbursement processing
• Client billable expenses
• Mileage tracking
• Per diem calculations

Project Management

• Task and milestone tracking
• Gantt charts
• Resource allocation
• Project budgeting
• Capacity planning
• Portfolio management
• Dependencies and critical path
• Project templates

Financial Management

• Project budgeting and forecasting
• Billing and invoicing
• Client rate management
• Revenue recognition
• Profitability analysis
• Cost tracking
• Purchase orders
• Financial reporting

Resource Management

• Intelligent scheduling
• Resource capacity planning
• Skills and availability tracking
• Workload balancing
• Utilization reports
• Allocation optimization

Collaboration Tools

• Document management
• Team discussions
• File sharing
• Activity feeds
• @mentions
• Email integration
• Real-time notifications

Reporting & Analytics

• Customizable dashboards
• Real-time project status
• Timesheet reports
• Expense reports
• Resource utilization
• Project profitability
• Client reports
• Executive KPIs
• Export capabilities

Integrations

• QuickBooks integration
• Jira synchronization
• Azure DevOps connectivity
• Microsoft Project
• Salesforce CRM
• Email systems