Inspire Planner

Inspire Planner

Inspire Planner Inc.
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About

Inspire Planner is one of the leading Salesforce project management apps. It is used across multiple industries by companies of all sizes, ranging from small businesses to large public enterprises. For years we have searched for an effective Salesforce-native project management application with little success. Our search on Salesforce AppExchange led us to apps that were either too expensive, had too many features that we didn't need, or were selling a new way of doing things. We chose to put our talents to work and develop the app we were in search of. This vision became Inspire Planner. With Inspire Planner, you can enjoy many powerful features such as multiple predecessors, interactive Gantt chart, automations, templates, time tracking, resource capacity planning, and many more, while enjoying our intuitive UI. If you are using Microsoft Project, Smartsheet, or a similar tool but want to integrate everything in Salesforce, Inspire Planner can be an ideal transition.

About

Project Insight is strategic project, program, and portfolio management (PPM) software that gives organizations a complete picture of work across their business. By connecting projects, resources, capacity, schedules, budgets, and strategic priorities in one central command center, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, executive decision making, and AI analysis. Manage work at the project, program, or portfolio level while integrating with tools your teams already use, including Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot. Eliminate manual data reconciliation and gain visibility across departments without forcing everyone into the same system. From interactive Gantt charts and Kanban boards to resource capacity planning, financial tracking, project intake, and portfolio reporting, Project Insight connects the information leaders need to understand what's underway, who has capacity, what projects cost, and how investments support business goals. AI-powered capabilities help teams generate project templates, capture meeting action items, suggest resources, forecast capacity, and evaluate tradeoffs through what-if simulations. Whether you're moving beyond spreadsheets or managing a sophisticated PMO, Project Insight offers configurable workflows, customizable processes, dedicated onboarding support, and free view-only seats for clients and stakeholders.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Salesforce users looking for a Project Management solution

Audience

Project Managers, Project Management Office, PMO, IT, Software, Engineering, Professional Services, Research and Development, Marketing Agencies, Small Business, Mid-size Business, Enterprise, Integrations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$40/user/month
* billed annually
* 10 license minimum
* Standard Onboarding package required
* Nonprofit: 10 free licenses, further discounts for additional users
Free Version Supported
Free Trial Supported

Pricing

Free
Plans: Free/Pro/Business/Enterprise
Try any plan for free.

Pro: $9 per user
Business: $19 per user
Enterprise: Tiered user pricing
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.9 / 5
ease 4.9 / 5
features 4.5 / 5
design 4.9 / 5
support 4.7 / 5

Pros from Real Users

Pros

  • Robust features for task management: Assignments, task tracking & Gantt charts. Real time workloads help optimize resource allocation.
  • Its project templates ability is very time-saving, you can deploy pre-designed templates for any type of project. Project reporting on this platform is great. The user interface is super simple and smooth. Time and issue tracking perform very well.
  • Project Insight has the budgeting part, which is vital for planning purposes. Also, Project Insight oversees the expenses that companies incur, to ensure only the accurate costs get used. Lastly, Project Insight has a workflow management strategy, suitable for time planning.
  • Project Insight provides a reliable place to manage projects and track every activity. The Gantt charts are customizable and easy to view products. The interface is clean and intuitive. Helps in project planning.
  • Project Insight has improved project, tasks and products visibility via GANTT and charts capabilities available on it.
  • For easy and remote project management no other is versatile than Project Insights. It gives us great power to easily manage work and projects. It offers a robust dashboard, great task visualization, reports, multi-screen manager, Gantt charts, and workflow management.
  • My favorite thing about Project Insight is its usability and frictionless project and task management. It helps to enhance productivity on every task and project and also gives the best visibility on its development. Project Insight is resourceful.
  • The workplace customization works very well, it helps to collaborate and centralize all of the project management processes. The user interface is easy to navigate. Its mobile app is very handy to communicate with the team. It helps to plan and provides robust reports.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Inspire Planner Inc.
Founded: 2014
Canada
inspireplanner.com

Company Information

Project Insight
Founded: 2001
United States
projectinsight.com/

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Categories

Categories

Project Insight supports Agile, waterfall, and hybrid project management in one connected platform. Teams can manage sprints, backlogs, tasks, and Kanban boards while PMOs track dependencies, resource capacity, budgets, and portfolio performance. Native Jira and Azure DevOps integrations let software development teams continue working in their preferred tools while connecting execution data to broader business priorities. Project Insight is especially useful for organizations managing Agile development alongside traditional projects that need consistent governance, financial visibility, and executive reporting across both approaches.

Project Insight combines AI-powered project management capabilities with a connected project data backbone. AI-assisted tools help generate project plans and templates, suggest resources based on skills and availability, forecast capacity, adjust schedules, and turn meeting transcripts into tasks, risks, and decisions. What-if simulations help teams evaluate changes to staffing, budgets, and timelines. Project Insight also connects project data from tools such as Jira and Azure DevOps, supporting more reliable reporting and AI analysis. Rather than relying on AI alone, Project Insight helps organizations capture and connect the underlying data needed for trustworthy decisions.

Gantt Chart Supported

Project Insight offers interactive Gantt charts for planning, scheduling, and tracking projects of varying complexity. Project managers can visualize tasks, milestones, dependencies, durations, and critical paths while adjusting schedules through drag-and-drop editing. Intelligent scheduling updates dependent work as plans change. Cross-project Gantt views help PMOs identify overlapping schedules and monitor delivery across multiple initiatives. Unlike standalone Gantt chart tools, Project Insight connects schedules with resource capacity, budgets, task execution, and portfolio reporting, providing visibility into how timeline changes affect the broader organization.

Issue Tracking Supported

Project Insight helps organizations track project issues, risks, and action items alongside the work they affect. Teams can assign ownership, monitor progress, and maintain visibility into issues that could impact project schedules, budgets, and delivery. Unlike standalone issue tracking tools, Project Insight connects issue management with project execution, resource planning, and portfolio reporting. This gives project managers and PMO leaders a more complete picture of project health without manually combining information from multiple systems.

Project Insight helps IT organizations manage projects, resources, budgets, and delivery across multiple teams and systems. IT PMOs can prioritize incoming requests, plan resource capacity, manage dependencies, track project costs, and report on portfolio performance. Native integrations with Jira and Azure DevOps connect technical execution with broader project and portfolio planning without forcing teams to abandon their existing tools. Project Insight provides the connected project data backbone IT leaders need to understand delivery commitments, resource constraints, and how technology investments support business priorities.

Kanban Supported

Project Insight provides Kanban boards that help teams visualize tasks, manage workflow stages, and track work in progress. Users can organize task cards by status or owner, move work between columns, and update progress in real time. Kanban boards share the same underlying project data as Gantt charts, task lists, and reporting dashboards, so teams can use different views without duplicating information. Project Insight combines visual workflow management with project scheduling, resource capacity, budgets, and portfolio reporting, making it useful for organizations managing both Agile and traditional project work.

Product Management Supported

Project Insight helps product and technology organizations connect product initiatives with project delivery, resource capacity, budgets, and strategic goals. Teams can organize requests, prioritize initiatives, plan schedules, and coordinate work across departments. Integrations with Jira and Azure DevOps allow development teams to continue using their preferred execution tools while leadership maintains visibility into the broader portfolio. Project Insight is particularly valuable for organizations that need to understand how product investments compete for resources and contribute to business objectives.

Product Roadmap Supported

Project Insight helps organizations connect product and initiative roadmaps with the resources, schedules, budgets, and projects required to deliver them. Leaders can plan upcoming initiatives, evaluate priorities, identify dependencies, and understand the impact of capacity constraints. Rather than managing roadmaps separately from execution, Project Insight connects strategic plans with active project work. Integrations with Jira and Azure DevOps help organizations maintain visibility across product planning and development delivery, giving decision makers a more complete picture of what is planned, underway, and achievable.

Project Insight provides project-based scheduling and resource planning for organizations coordinating complex work across teams. Intelligent scheduling helps project managers manage task dependencies, timelines, assignments, and changes to project plans. Resource and capacity planning provides visibility into workload and availability, helping organizations identify scheduling conflicts and adjust commitments. Project Insight connects scheduling with project budgets, execution, and portfolio reporting so leaders can understand how schedule changes affect delivery. It is designed for project-based work rather than factory-floor manufacturing scheduling.

Project Insight helps professional services organizations manage client projects, resource utilization, time tracking, budgets, and financial performance in one connected platform. Teams can plan engagements, allocate resources, track billable and nonbillable time, and monitor project costs against budgets. Portfolio reporting provides visibility into delivery commitments, workload, and project profitability. With configurable workflows, client visibility options, and integrated project financials, Project Insight helps consulting and professional services teams improve resource planning, control project costs, and make informed delivery decisions.

Project Management Supported

Project Insight is project management software that connects projects, tasks, resources, schedules, budgets, and reporting in one platform. Built for growing organizations and PMOs, it supports everything from individual project execution to enterprise-wide portfolio management. Teams can plan and manage work while leaders gain visibility into capacity, financial performance, and strategic priorities. With configurable workflows, intelligent scheduling, and integrations with tools like Jira and Azure DevOps, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, and informed decisions.

Project Planning Supported

Project Insight helps project managers create realistic plans by connecting tasks, schedules, dependencies, resources, and budgets. Build plans with reusable templates, work breakdown structures, milestones, and Gantt charts. Intelligent scheduling automatically adjusts dependent tasks when timelines change, while capacity planning helps identify resource constraints before they disrupt delivery. AI-assisted planning can generate project structures and reusable templates. Project Insight connects project planning with execution and portfolio priorities, helping organizations understand not just when work should happen, but whether they have the people, time, and budget to deliver it.

Project Insight is strategic project portfolio management (PPM) software that connects project execution with resource capacity, financial performance, governance, and business strategy. PMOs and executives can evaluate project requests, prioritize investments, balance resources, monitor budgets, and track portfolio performance in one system. Unlike tools focused only on task management or dashboards, Project Insight creates a connected project data backbone across the project lifecycle. This provides the reliable information organizations need for portfolio decisions, forecasting, executive reporting, and AI analysis.

Project Tracking Supported

Project Insight provides real-time project tracking across schedules, tasks, resources, budgets, risks, and milestones. Project managers can monitor progress, identify delays, compare planned and actual performance, and track issues before they affect delivery. Configurable dashboards, status reports, scorecards, and portfolio views give stakeholders visibility into project health without manually collecting updates. Project Insight also connects data from systems like Jira and Azure DevOps, allowing PMOs to track work across multiple teams and tools. The result is a more complete, reliable picture of project performance.

Strategic Planning Supported

Project Insight connects strategic planning with the projects, investments, and resources required to execute business priorities. Organizations can evaluate new initiatives, prioritize project requests, allocate capacity, track budgets, and monitor how work supports strategic objectives. Portfolio planning and what-if analysis help leaders understand tradeoffs before committing resources. By connecting strategy with project execution and performance reporting, Project Insight gives executives visibility into whether the organization has the capacity and funding to deliver its priorities, without relying on disconnected spreadsheets and status updates.

Task Management Supported

Project Insight helps teams organize, assign, schedule, and track tasks while connecting everyday work to larger projects and portfolios. Task dependencies, intelligent scheduling, time tracking, and resource assignments help project managers coordinate work and monitor progress. Unlike standalone task management apps, Project Insight connects task activity with resource capacity, budgets, project status, and executive reporting. Teams get the tools they need to manage their work while PMOs gain a reliable view of delivery across departments and projects.

Time and Expense Supported

Project Insight connects project time tracking, expense management, approvals, and financial reporting in one system. Employees can submit timesheets, record billable and nonbillable hours, capture receipts, and track project expenses from desktop or mobile devices. Managers can review and approve submissions while monitoring actual costs against budgets. Integrations with QuickBooks and other business systems help streamline invoicing and financial workflows. Unlike standalone time and expense tools, Project Insight connects actual labor and expenses with project schedules, resource capacity, and portfolio performance.

Time Tracking Supported

Project Insight provides project time tracking software that connects actual work hours with tasks, resources, budgets, and financial reporting. Team members can enter time through task lists, timesheet grids, timers, or mobile devices. Time can also be captured from connected systems such as Jira, Azure DevOps, and ServiceNow. Managers can approve timesheets, compare estimated and actual hours, monitor utilization, and track labor costs across projects. Instead of keeping time data in a separate system, Project Insight makes it part of the connected project data backbone used for capacity planning, billing, forecasting, and portfolio decisions.

Work Management Supported

Project Insight connects work management across projects, teams, departments, and portfolios. Organizations can manage tasks, project requests, approvals, schedules, resources, budgets, and reporting in one configurable platform. Teams can work in task lists, Kanban boards, Gantt charts, and personalized worklists while leadership gains visibility into priorities, workload, and delivery commitments. Integrations connect work performed in other systems to the same reporting structure. Project Insight goes beyond organizing tasks by creating a connected project data backbone that helps organizations understand what work is underway, who has capacity, what it costs, and how it supports business strategy.

Gantt Chart Features

Alerts/Notifications Supported
Capacity Monitoring Not Supported
Color Coding Supported
Dependency Tracking Supported
Drag & Drop Supported
Milestone Tracking Supported
Progress Tracking Supported
Task Management Supported
Templates Supported

Professional Services Automation Features

Billing & Invoicing Not Supported
Client Portal Supported
Collaboration Tools Supported
CRM Not Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Not Supported
Quote Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported

Project Management Features

Agile Methodologies Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Project Planning Features

Agile Methodologies Not Supported
Budget Management Supported
Collaboration Tools Supported
Due Date Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Prioritization Not Supported
Progress Tracking Supported
Resource Management Supported
Task Management Supported
Template Management Supported
Traditional Methodologies Supported

Project Portfolio Management Features

Budget Management Supported
Collaboration Supported
Dashboard Supported
Issue Management Supported
Milestone Tracking Supported
Portfolio Management Supported
Project Planning Supported
Requirements Management Not Supported
Resource Management Supported
Status Tracking Supported
Task Management Supported
Time & Expense Tracking Supported

Project Tracking Features

Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Prioritization Not Supported
Status Tracking Supported
Time & Expense Tracking Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Not Supported
Gantt Charts Supported
Mobile Access Not Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Not Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Not Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Not Supported
Employee Database Not Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Not Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Not Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Not Supported
Multiple Billing Rates Not Supported
Project Tracking Supported
Reimbursement Management Not Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Gantt Chart Features

Alerts/Notifications Supported
Capacity Monitoring Supported
Color Coding Supported
Dependency Tracking Supported
Drag & Drop Supported
Milestone Tracking Supported
Progress Tracking Supported
Task Management Supported
Templates Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Project Planning Features

Agile Methodologies Supported
Budget Management Supported
Collaboration Tools Supported
Due Date Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Prioritization Supported
Progress Tracking Supported
Resource Management Supported
Task Management Supported
Template Management Supported
Traditional Methodologies Supported

Project Portfolio Management Features

Budget Management Supported
Collaboration Supported
Dashboard Supported
Issue Management Supported
Milestone Tracking Supported
Portfolio Management Supported
Project Planning Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Task Management Supported
Time & Expense Tracking Supported

Project Tracking Features

Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Prioritization Supported
Status Tracking Supported
Time & Expense Tracking Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Gantt Charts Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Agile Project Management Tools Features

Backlog Management Supported
Feedback Management Supported
Gantt/Timeline View Supported
Kanban Board Supported
Prioritization Supported
Request Management Supported
Resource Management Supported
Retrospectives Management Supported
Status Tracking Supported
Supports Scrum Supported
Team Management Supported
Template Management Supported
Workflow Management Supported

IT Project Management Features

Bug Tracking Supported
Issue Management Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Portfolio Management Supported
Prioritization Supported
Product Roadmapping Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Supported
Supports Scrum Supported
Task Management Supported
Testing / QA Management Supported
Time & Expense Tracking Supported

Issue Tracking Features

Assignment Management Supported
Dashboard Supported
Escalation Management Supported
Issue Auditing Supported
Issue Scheduling Supported
Knowledge Base Supported
Project Management Supported
Recurring Issues Supported
Scheduling Supported
Task Management Supported

Kanban Features

Collaboration Tools Supported
Dependency Tracking Supported
KPI Monitoring Supported
Milestone Tracking Supported
Multi-Board Supported
Prioritization Supported
Project Planning Supported
Roadmapping Supported
Supports Scrum Supported
Task Management Supported
Time Tracking Supported

Product Management Features

Collaboration Supported
Feedback Collection Supported
Idea Management Supported
Milestone Tracking Supported
Prioritization Supported
Product Roadmapping Supported
Release Management Supported
Requirements Management Supported
Resource Management Supported
Workflow Management Supported

Product Roadmap Features

Collaboration Supported
Content Import / Export Supported
Diagramming Supported
Drag & Drop Supported
Feature Management Supported
Milestone Tracking Supported
Prioritization Supported
Requirements Management Supported
Workflow Management Supported

Production Scheduling Features

"What If" Scenarios Supported
Automated Scheduling Supported
Bottleneck Optimization Supported
Capacity Planning Supported
Constraint Scheduling Supported
Job Scheduling Supported
Material Planning Supported
Priority-Based Scheduling Supported
Quality Control Supported

Strategic Planning Features

Budgeting & Forecasting Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Supported
KPIs Supported
Modeling & Simulation Supported
Roadmapping Supported
Scenario Planning Supported
Scorecards Supported

Work Management Features

Access Roles / Permissions Supported
Calendar Management Supported
Collaboration Tools Supported
CRM Supported
File Storage / File Sharing Supported
Kanban Supported
Messaging / Discussion Supported
Performance Metrics Supported
Project Management Supported
Reporting / Analytics Supported
Resource Management Supported
Strategic Planning Supported
Task Management Supported
Time Tracking Supported
Version Control Supported
Workflow Management Supported

Integrations

Salesforce Supported
Azure DevOps Server Not Supported
Copilot Not Supported
HubSpot CRM Not Supported
Jira Not Supported
Microsoft Excel Not Supported
Microsoft Exchange Not Supported
Microsoft Project Not Supported
Microsoft SharePoint Not Supported
Microsoft Teams Not Supported
Microsoft Word Not Supported
PageProof Not Supported
QuickBooks Cash Not Supported
Salesforce Agentforce Commerce Supported
Salesforce Agentforce Education Supported
Salesforce Agentforce Health Supported
ServiceNow Not Supported
Visual Studio Not Supported
Zendesk Sell Not Supported

Integrations

Salesforce Supported
Azure DevOps Server Supported
Copilot Supported
HubSpot CRM Supported
Jira Supported
Microsoft Excel Supported
Microsoft Exchange Supported
Microsoft Project Supported
Microsoft SharePoint Supported
Microsoft Teams Supported
Microsoft Word Supported
PageProof Supported
QuickBooks Cash Supported
Salesforce Agentforce Commerce Not Supported
Salesforce Agentforce Education Not Supported
Salesforce Agentforce Health Not Supported
ServiceNow Supported
Visual Studio Supported
Zendesk Sell Supported
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