Project Insight Review

Metafuse, Inc.
Project Insight
Metafuse, Inc.
Irvine, CA
Deployment Model:
Free Trial:
Cloud, On-Premise
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Project Insight At A Glance

Good: Strong resource allocation, social collaboration, personalized dashboards with many different layouts.
Bad: Doesn't offer multi-currency functionality.
Bottom Line: Project management solution that enables companies to monitor all functions of a project from start to finish.

Product Overview

Project Insight is a Cloud-based project management software designed for companies that have outgrown spreadsheets and paper-based tools. Users can track all steps of their projects from start to finish.

The solution provides many benefits, such as:

  • More efficient tracking of projects
  • Balance resource work across all projects
  • Ability to collaborate with colleagues on projects
  • Microsoft Project import and export
  • Accessible from any device with an Internet connection (vector graphics are scaled to mobile and tablet devices)

Project Insight can be customized to fit a client’s needs by adding company branding, custom fields, features and items. It can also be customized at the user level. Users can arrange the dashboard and displays as well as rename fields to their specifications.

Project Insight integrates with Microsoft (Outlook, Office and Project), Box, QuickBooks, Jira, Salesforce and Zendesk. It can also be integrated with other enterprise systems using APIs.

And for companies that prefer to host Project Insight on their servers, there’s an on-premise option.


Here are several of Project Insight’s key features:

  • Personalized dashboards where users can choose from 12 different layouts and add as many items as they see fit
  • Project planning and portfolio management (including project requests and prioritization)
  • Templates
  • Resource management
  • Document management
  • Intelligent scheduling for adding, assigning and changing tasks
  • Workflows and approvals (workflows are created and assigned in three steps)
  • Reporting, both customizable and standard (over 100 reporting templates)
  • Ability to track issues within a project as well as assign tasks based on issues
  • Ability to forecast and analyze risks for a given project
  • Collaboration similar to social networking, with photo profiles of each team member and a comment thread per project or task

We also want to point out a unique feature of Project Insight referred to as a Lesson Learned form. With this form, users can record the successes and weaknesses of a particular project, along with areas of improvement needed if the company undergoes the same project in the future.

Project Insight has several security features, such as single sign on (SSO) and SSL encryption. Users can assign role-based permissions, as well as assign multiple roles for each member of a team.

Since Project Insight integrates with Microsoft, users can import emails and tasks from Outlook, import templates from Project, and export reports and data to Excel.

Target Market

Project Insight is targeted to telecommunications firms, nonprofits, advertising agencies and professional services firms.

We’ve listed 10 of its clients below:

  • Avaya
  • Brewer Direct inc.
  • Bridgeline Digital
  • Cisco
  • Dell
  • ICU Medical
  • Kempinski Hotels & Resorts
  • Owen Oil Tools
  • University of Kentucky Healthcare
  • The Wonderfactory

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Project Insight offers implementation assistance, such as business process consulting, template building and development of custom manuals.

Clients are assigned a dedicated account manager for the implementation process and beyond. The account manager can help clients figure out how Project Insight can be customized to fit their needs.

Project Insight offers a few training options: onsite, one-on-one and over 150 hours of recorded training webinars that are accessible at any time.

Customer Service & Support

Users have a variety of options in customer support.

First, they can submit a support ticket within the software, or call or email support directly. They can also access a knowledge base of common software questions and issues. In addition, users can visit the Community forums to discuss questions and issues with Project Insight staff and other clients. And finally, they can browse through recorded webinar training on various topics.


Project Insight offers a free plan and two paid plans. The Free plan (PI#team) is designed for small groups and includes basic features, such as task management, collaboration and portfolio management.

The PI#enterprise plan is $35 per power user per month. In addition to the features in the free plan, the PI#enterprise plan includes:

  • Customizable templates
  • Project templates
  • Time and expense tracking
  • Intelligent scheduling
  • Document management
  • On-premise deployment option
  • Issue tracking
  • Project requests
  • Permissions
  • Personalized dashboards
  • Resource allocation
  • Agile and waterfall methodologies
  • Project prioritization
  • Multi-step forms
  • Custom fields and items
  • Support via community forums and Zendesk

The PI#platform plan is tailored to businesses with complex requirements and adds on CPQ and PSA workflows, custom integration and a dedicated success manager. Please contact Project Insight for a custom quote.


Project Insight doesn’t offer multi-currency functionality.


Metafuse, Inc. Screenshot 1
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Project Insight (PI®) is a project management software company dedicated to helping teams Work Better Together™ for over 15 years. As an industry leader, PI specializes in developing web-based project management software for teams of all sizes. Project Insight is used by IT, professional services, product development and many more industry leaders worldwide.

PI is at the center of work allowing organizations to aggregate data and connect teams by offering flexible, and completely customizable integrations with enterprise software applications such as JIRA, QuickBooks, Azure DevOps, Office, Outlook, G-Suite, Slack and more.

PI allows teams to focus on core project strategy and delivery by leveraging the power of artificial intelligence with their patent-pending bot known as VirtualPM™ that eliminates busy work and facilitates greater team communication.

In 2017, PI was named Best Project Management Solution by SIIA for empowering forward-thinking teams everywhere with their innovative software and services.

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