Project Insight is an online project
management application that serves trained project managers as well as their teams. It’s available in Software as a Service (SaaS)
and on-premise based versions and in Workgroup and Enterprise versions. The platform is
built using Microsoft technologies, so Microsoft shops should flock to it as a
platform. Contact the company to request a demo account and pricing information.
The company recently set me up with a trial account, and I tested its wide range of
features. Here are my thoughts on using the application and its pros and cons.
Getting started with Project Insight
Onboarding your project team to Project Insight is an administrator’s first proposition. Project Insight includes thorough
product documentation augmented by an online community and additional resources.
At first glance, the administrative tools might be too
complex for some users, which is disappointing because Project Insight has many
strong points, particularly reports and dashboards. Project
Insight could benefit from more fluid or wizard-driven tools to set up a new
project in the system to support project managers who don’t have a lot of experience. The
company set me up with test projects, but I found the process of starting a new project confusing.
Dashboards and reports
Project Insight’s strengths are its dashboards
and reports, which are feature rich and easy to use. Figure A shows an example
of a simple Project Insight dashboard.
This simple dashboard is typical to what a team member would
view. (Click the image to enlarge.)
Dashboards are also available for other project and
organizational roles. Figure B shows an example of a Project Sponsor.
Project Sponsor dashboard (Click the image to enlarge.)
I’d like to
see the dashboard have a more minimalist “skin”; it has too much of a SharePoint 2003 feel
to it, which betrays some of the wonderful work that obviously took place under
the application’s hood.
Project Insight offers a range of reports, including Gantt charts, task lists, and resource allocation. If you
sign up for a Project Insight trial, I strongly encourage you to spend time creating reports with test data and experiment with setting default
report options. Figure C shows an example of an incomplete task report.
Incomplete task report (Click the image to enlarge.)
Project views in Project Insight check off all the important
boxes on my list of views, which include:
- Gantt chart
- Project calendar
- Work schedule
- Project issues
Canned workflows and workflow wizards can be helpful to
project teams that need to add some quick formality to their internal processes
or need to jumpstart a new one. The Workflow feature in Project Insight
- Capture requirements of a project;
- Create a project charter;
- Present your business case;
- Track items on a checklist;
- Gain user acceptance authorization;
- Provide a quality assurance checklist; and
- Invite customers to assess the success of a
The workflow features in Project Insight are one of its strongest
selling points, and I hope the company continues to produce incremental
improvements to its workflow features in future releases.
Time and expense tracking
It was wise to include time and expense tracking in the application, because those are becoming important to many
organizations in today’s down economy, not just those in professional services
Figure D shows an example of a Time Entry Worksheet with
Time Entry Worksheet with Unsubmitted Entries (Click the image to enlarge.)
Document management and collaboration
Project Insight enables you to upload documents as part
of your projects, though the document management and collaboration features lag behind the application’s other features. I found the feature a bit unwieldy and in
need of a better user experience.
At the time of this writing, Project Insight doesn’t offer integration with
Box, Dropbox, or Google Drive, going against a growing standard across SaaS-based project management applications.
Microsoft Outlook integration and mobile support
Project management platforms need to offer touch
points with team members through multiple tools. Project Insight offers
integration with Microsoft Outlook (Windows), which can be useful for teams with
members who would rather interact through the familiar tools of Microsoft
Outlook than the full application. While I’m not a fan of Outlook as a project
management tool, it does have its place as an interface to project management
applications under the right circumstances.
Mobile access to Project Insight is through an HTML5
interface that does the job. It can be a toss-up between HTML 5 and native
iOS/Android apps in the market right now. LiquidPlanner and Clarizen are doing great things with
iOS and Android apps, and I hope Project Insight explores more mobility options
for its platform.
Project Insight supports multiple mainstream methods
Sign-On (SSO), including:
- ADFS 2.0
- SAML 2
Project Insight brings a lot to the table in terms of features, but when it comes to design, it has a very old
Microsoft-centric (SharePoint 2003) feel and user experience that I found
distracting at times. I would love
to see Project Insight consider at least the option of a non-SharePoint centric
If you’ve tried Project Insight, tell us about your experience in