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

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.

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 Supported
iPad Supported
Android 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

Businesses of all sizes

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 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 Dashboards Projects Cost & profit forecasting Revenue forecasting Accounting integrations 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

$19.90/month/user
Core – from $19.90/month/user
Growth – from $32.90/month/user
Performance – from $49.90/month/user
Enterprise – Custom
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 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.0 / 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

  • Score is a management application which manages our entire work process at one place. It also helps in managing our customers and sales. It plans to our projects and keep records of our results which basically increases our productivity. Daily routine tasks can be automated. Seamlessly integrate with Slack, Jira software, Harvest, Asana, Trello Basecamp and many more.

Cons

  • Loved the software. Scheduling work saves lots of time. No cons till now.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Project Insight
Founded: 2001
United States
projectinsight.com/

Company Information

Scoro
Founded: 2013
United Kingdom
www.scoro.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
AI PSA Supported
Billing and Invoicing Supported
Budgeting Supported
Business Management Supported
Business Process Automation Supported
Business Process Management Supported
Collaboration Supported
CPQ Supported
CRM Supported
Gantt Chart Supported
Invoice Generators Supported
IT Project Management Supported
Order-to-Cash Supported
Professional Services Automation Supported
Project Cost Management Supported
Project Management Supported
Project Planning Supported
Project Portfolio Management Supported
Project Tracking Supported
Proposal Management Supported
Purchase Order Supported
Quoting Supported
Resource Management Supported
Sales Supported
Task Management Supported
Team Management Supported
Time and Expense Supported
Time Tracking Supported
Work 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

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

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

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

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 Not Supported
Issue Management Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Portfolio Management Supported
Prioritization Supported
Product Roadmapping Not Supported
Requirements Management Not Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Supported
Supports Scrum Supported
Task Management Supported
Testing / QA Management Not Supported
Time & Expense 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 Not Supported
Workflow Management Supported
Show More Features

Advertising Agency Features

Campaign Management Not 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 Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Not Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Not Supported
Balance Sheet Not Supported
Capital Asset Planning Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Not Supported
Project Budgeting Supported
Run Rate Tracking Not Supported
Version Control Not Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Not Supported
Order Management Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Not Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Not Supported
Process Modeling & Design Not Supported
Visual Workflow Management Supported

CPQ Features

2D Drawing Supported
3D Modeling Supported
Approval Workflow Supported
eCommerce Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not 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 Not Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Project Management Supported
Real Time Editing Not Supported
Task Management Supported
Version Control Not Supported
Video Conferencing Not Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Not Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Supported
Task Management Supported
Templates Supported
Version Control Not Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management 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

Team Management Features

Assignment Management Supported
Commenting / Notes Supported
Goal Setting / Tracking Supported
Messaging Not Supported
Productivity Analysis Supported
Progress Tracking Supported
Project Planning Supported
Resource Management Supported
Task Management Supported
Third Party Integration Supported
Time Tracking 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 Not Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Gmail Supported
Google Drive Supported
HubSpot CRM Supported
Jira Supported
Jira Work Management Supported
Microsoft 365 Supported
Microsoft Exchange Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Salesforce Supported
Slack Supported
Trello Supported
Zapier Supported
Zendesk Supported
Airtable Not Supported
Dataddo Not Supported
Microsoft Power BI Supported
Microsoft SharePoint Supported
SmartAccounts Not Supported
Typeform Not Supported
Show More Integrations
View All 33 Integrations

Integrations

Gmail Supported
Google Drive Supported
HubSpot CRM Supported
Jira Supported
Jira Work Management Supported
Microsoft 365 Supported
Microsoft Exchange Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Salesforce Supported
Slack Supported
Trello Supported
Zapier Supported
Zendesk Supported
Airtable Supported
Dataddo Supported
Microsoft Power BI Not Supported
Microsoft SharePoint Not Supported
SmartAccounts Supported
Typeform Supported
Show More Integrations
View All 74 Integrations
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