Project Insight
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About

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources.

About

Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.

Platforms Supported

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

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

Audience

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

Audience

Marketing & Advertising, Consulting, Engineering, Architecture, Accounting, Legal

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Play Video Each team member is given a personalized task list aligned with real-time priorities. Gantt • Kanban • Status • Planning • RAID • Assignment • Client-view • Phases • Minutes • Sprint • Invoicing Get precise about capacity planning and balancing workloads Track time bi-directionally from across all your systems like Jira, ADO, and ServiceNow. Test project trade-offs and see how work, scope, and staffing changes affect delivery. Summarize meetings and assign tasks and other action items with due dates, all linked to projects. View more images or videos

Screenshots and Videos

Play Video Resource management Project financial dashboard Timesheet Retainer management Project template Inline Edit Assignees View more images or videos

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

Pricing

$29/user/month
We offer three options:
Monthly @ $39/user/month
Quarterly @ $102/user/quarter
Yearly @ $348/user/year
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

Reviews/Ratings

Overall 4.9 / 5
ease 5.0 / 5
features 4.8 / 5
design 4.9 / 5
support 4.9 / 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.

Pros & Cons from Real Users

Pros

  • Ravetree is next-level when it comes to an all-in-one project management solution. They have the best table views I've seen with a ton of column options, including financials. Ravetree also has the best time tracking features we've ever used. And, their customer support is really good. They always respond promptly.
  • It has agile project management ability. The user interface is super clean and easy to navigate. Multiple teams can stay and collaboratively work on tasks. Project forecasting and tracking perform excellently. Separate time tracking of every onboard individual.
  • Ravetree is very easy to implement and onboard. The user interface is fantastic. On the positive side, it's powerful, easy to organize tasks, great task planning, and provides high-level project visualizations.
  • Ravetree really helped my coworkers to stay on the same page. It makes a breeze to manage teams and collaboration. The features of project management always help my team to stay on top of it. It unified's our communication.
  • Ravetree assists to enhance work capacity across every remote employee. It offers work class all-round work, projects, tasks, teams, and product management without any restrictions. It's easy to start, with no complexity or difficulty in usage. The spreadsheet project view was the best thing.

Cons

  • I wish they had a Salesforce integration. I guess they don't because their platform includes a built-in CRM.
  • Assigning tasks on Ravetree is really painful. Every time I need to manually search and share tasks with members.
  • Customizations on the dashboard are very limited.
  • Reporting and resource managers are not great.
  • A few time, I encountered a problem while activating it's a time tracker

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Project Insight
Founded: 2001
United States
projectinsight.com/

Company Information

Ravetree
Founded: 2013
United States
www.ravetree.com

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Categories

Agile Project Management Tools Supported
AI Project Management Supported
Gantt Chart Supported
Issue Tracking Supported
IT Project Management Supported
Kanban Supported
Product Management Supported
Product Roadmap Supported
Production Scheduling Supported
Professional Services Automation Supported
Project Management Supported
Project Planning Supported
Project Portfolio Management Supported
Project Tracking Supported
Strategic Planning Supported
Task Management Supported
Time and Expense Supported
Time Tracking Supported
Work Management Supported

Categories

Advertising Agency Supported
Agile Project Management Tools Supported
Billing and Invoicing Supported
Collaboration Supported
Creative Management Supported
CRM Supported
Digital Workplace Supported
File Sharing Supported
Gantt Chart Supported
Invoice Generators Supported
IT Project Management Supported
Kanban Supported
Legal Time Tracking Supported
Marketing Planning Supported
Professional Services Automation Supported
Project Management Supported
Project Planning Supported
Project Portfolio Management Supported
Project Tracking Supported
Remote Work Supported
Resource Management Supported
Scrum Supported
Task Management Supported
Team Communication Supported
Time and Expense Supported
Time Tracking Supported
Work Management Supported
Workflow Management 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

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

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

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

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

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
Show More Features

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

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

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

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

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

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

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 Not 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

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
Show More Features

Advertising Agency Features

Campaign Management Supported
Collaboration Supported
Document Management Supported
File Sharing Supported
Project Management Supported
Task Management Supported
Time Tracking Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Supported
Tax Calculator Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Not Supported

Creative Management Features

Billing & Invoicing Supported
Client Management Supported
Collaboration Supported
File Sharing Supported
Project Management Supported
Task Management Supported
Time Tracking Supported

Digital Workplace Features

Activity / News Feed Supported
Calendar Management Supported
Chat / Messaging Supported
Content Management Supported
Document Management Supported
Employee Directory Supported
File Sharing Supported
Knowledge Management Supported
Surveys & Feedback Not Supported
Task Management Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Not Supported
Encryption Supported
File Synchronization Supported
Search Supported
User Management Supported
Version Control Supported
Workflow Management Supported

Marketing Planning Features

Budgeting & Forecasting Supported
Collaboration Supported
Flowchart Not Supported
Goal Setting / Tracking Supported
Marketing Calendar Supported
Media Planning Supported
Predictive Analytics Supported
Presentation Tools Supported
Project Tracking Supported
Spend Management Supported

Remote Work Features

Collaboration Supported
Credential Management Supported
Electronic Signature Not Supported
Employee Monitoring Not Supported
Live Chat Supported
Meeting Management Not Supported
Project Management Supported
Remote Access Supported
Remote Support Supported
Screen Sharing Not Supported
Softphone Not Supported
Task Management Supported
Time Zone Tracking Supported
Video Chat Not Supported
Web Conferencing Not Supported

Resource Management Features

Capacity Management Supported
Data Visualization Supported
Demand Forecasting Supported
Drag & Drop Supported
Employee Scheduling Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Supported
Utilization Management Supported

Scrum Features

Backlog Management Supported
Collaboration Board Supported
Daily Reports Supported
Iteration Management Supported
KPI Monitoring Supported
Milestone Tracking Supported
Prioritization Supported
Progress Tracking Supported
Release Planning Supported
Roadmapping Supported
Sprint Planning Supported
Task Management Supported

Team Communication Features

Activity / News Feed Supported
Audio Calls Not Supported
Calendar Management Supported
Chat / Messaging Supported
Discussion Threads Supported
File Sharing Supported
Mobile Access Not Supported
Push Notifications Supported
Search Supported
Surveys & Feedback Not Supported
Task Management Supported
Video Conferencing Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Not Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Google Drive Supported
HubSpot CRM Supported
Microsoft Outlook Supported
QuickBooks Online Supported
Gemini Not Supported
Gmail Supported
HubSpot Customer Platform Not Supported
Microsoft Azure Supported
Microsoft Dynamics 365 Supported
Microsoft Excel Supported
Microsoft OneDrive Not Supported
Microsoft Power Automate Supported
Microsoft Teams Supported
Microsoft Word Supported
NetSuite Supported
QuickBooks Cash Supported
QuickBooks Online Advanced Supported
Salesforce Supported
Visual Studio Supported
Xero Not Supported
Show More Integrations
View All 33 Integrations

Integrations

Google Drive Supported
HubSpot CRM Supported
Microsoft Outlook Supported
QuickBooks Online Supported
Gemini Supported
Gmail Not Supported
HubSpot Customer Platform Supported
Microsoft Azure Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel Not Supported
Microsoft OneDrive Supported
Microsoft Power Automate Not Supported
Microsoft Teams Not Supported
Microsoft Word Not Supported
NetSuite Not Supported
QuickBooks Cash Not Supported
QuickBooks Online Advanced Not Supported
Salesforce Not Supported
Visual Studio Not Supported
Xero Supported
Show More Integrations
View All 18 Integrations
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