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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

SOPlanning is an online planning tool for your projects and resources. You can create tasks for your collaborators or allow them to access the planning and have a complete view of your activity, by project or by a person. Any type of activity can be a concern, any business needs planning! Many filters and views are available to see what you want, and you can define rights that will allow your employees to access only the tasks you want. Test our free demo for 30 days, this will let you validate whether the display of SOPlanning meets your needs, our team is at your disposal to answer your questions. Unlike a classic agenda (google agenda or outlook), SO Planning allows you to have real staff management on the internet via your computer or your phone. You can work by service, and organize your project very simply. Managing schedules in multiple teams is thus easy, a global dashboard helps you visualize the complete schedule of your project.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

All types of companies needing a team planning solution to improve team productivity

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and 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
Free Trial

Pricing

20$ per month for 5 users pack
Price per package of users :
Price for 5 / 15 / unlimited users, simplified accounting/invoicing.
Free Version
Free Trial

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 4.6 / 5
ease 4.6 / 5
features 4.1 / 5
design 4.0 / 5
support 3.3 / 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

  • Easy to use. Easy to customize. Easy to install. Based on well known basics (apache, mysql, php). User just needs a browser, no other software required. Makes it possible to use on different platforms (not limited to Windows) Project is alive, constant development. Existing support.
  • Runs locally on own server. Good support. Flexible design. Possible to enter your own holidays. No user cap. If you want a feature, you can make it yourself, or pitch your suggestions to the developers.
  • Soplanning was simple to setup for our team and it provided a very good start to plan and to see what others had planned for the weeks to come.
  • It's simple to use and reliable. I enjoy it. The design is a bit has been but it's not a problem. I find it easy to read.
  • I like the global overview of the resources and on which project they are allocated. It replaces efficiently an Excel spreadsheet to manage my consulting resources and to track who is currently available for a new mission. PHP + Mysql is easy to install.

Cons

  • Recently the team has fixed some bugs shortly after release of a version by replacing some files under the same release number. That behaviour is difficult to track. Would be more professional to publish even small fixes as a new release number.
  • Some bugs persist. Design is moderate, room for improvement.
  • The user interface was efficient but not that "modern" from a style perspective.
  • I don't know who is the contact if i need help. But it's only when upgrading application.
  • Some actions are still complex to perform or tedious.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Project Insight
Founded: 2001
United States
projectinsight.com/

Company Information

SOPlanning
Founded: 2010
France
www.soplanning.org

Alternatives

Jira

Jira

Atlassian

Alternatives

Jira

Jira

Atlassian
Clusterix

Clusterix

innoscripta SE

Categories

Categories

Project Management Features

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

Project Planning Features

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

Project Portfolio Management Features

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

Strategic Planning Features

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

Agile Project Management Tools Features

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

Gantt Chart Features

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

IT Project Management Features

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

Issue Tracking Features

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

Kanban Features

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

Product Management Features

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

Product Roadmap Features

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

Production Scheduling Features

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

Professional Services Automation Features

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

Project Tracking Features

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

Task Management Features

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

Time Tracking Features

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

Time and Expense Features

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

Work Management Features

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

Project Management Features

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

Project Portfolio Management Features

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

Integrations

Microsoft Outlook
Azure DevOps Server
Copilot
Gmail
Google
Google Calendar
HubSpot CRM
Jira Work Management
Microsoft 365
Microsoft Dynamics 365
Microsoft Power Automate
Microsoft Power BI
Microsoft Project
Microsoft Teams
QuickBooks Online
QuickBooks Online Advanced
Trello
Visual Studio
Zapier
Zendesk Sell

Integrations

Microsoft Outlook
Azure DevOps Server
Copilot
Gmail
Google
Google Calendar
HubSpot CRM
Jira Work Management
Microsoft 365
Microsoft Dynamics 365
Microsoft Power Automate
Microsoft Power BI
Microsoft Project
Microsoft Teams
QuickBooks Online
QuickBooks Online Advanced
Trello
Visual Studio
Zapier
Zendesk Sell
Claim SOPlanning and update features and information
Claim SOPlanning and update features and information