Project Insight Features

Core Functionalities

Issue Management Identifies, tracks, and resolves problems or issues that arise during project execution
Workflow Management Manages and automates the flow of tasks and processes, ensuring that the right people or systems handle tasks at the right time?
Resource Management Allocate and manage team members effectively.
Risk Management Proactively identify and address potential project risks.
Task Management Central to all project management software, allowing users to create, assign, prioritize, and track tasks
Sprint Management Plan, track, and manage sprints (short, time-boxed iterations)
Backlog Management Manage the product and sprint backlogs with prioritized tasks
Pipeline Management Tracks the flow of tasks, processes, or projects through various stages to ensure smooth progression.
Workforce Management Involves managing and optimizing team member workloads, schedules, and productivity?
Incident Management Manages unforeseen incidents or disruptions within a project, often found in industries requiring high reliability, such as IT or

Task & Workflow Management

Workflow Automation Design and automate workflows to enhance efficiency and ensure consistent task execution.
Recurring Tasks Schedule tasks to repeat at regular intervals to streamline ongoing project activities.
Task Creation & Assignment Create, assign, and manage tasks.
Task Prioritization Assign priority levels to tasks to ensure the most critical activities are addressed first.
Sub-Task Creation Break down complex tasks into smaller, manageable sub-tasks for better tracking and execution.
Task Dependencies Define and monitor task dependencies to manage the sequence and impact of task completion.
Notifications/Reminders Set up automated alerts and reminders to keep team members informed about task deadlines and updates.
Automated Task Assignment Automatically assigns tasks to team members based on workload, availability, and skill sets, helping to distribute work evenly as

Task Views

Gantt Chart Provides a visual timeline of the project with their durations and dependencies.
Kanban Boards Tasks are represented as cards that move across the columns.
Task List A simple list view of all tasks, including details such as due dates, assignees, and statuses.
Calendar View Displays tasks and deadlines on a calendar.
Timeline View Provides an overview of tasks and milestones over time.
Spreadsheet View Tasks are displayed in a table format similar to a spreadsheet.
Mind Map Visual representation of tasks and ideas branching out from a central concept.

Progress & Performance Tracking

Time Tracking Record the time spent on tasks for better project budgeting.
Milestone Tracking Set and track key project benchmarks.
Team Capacity Tracking Shows the distribution of tasks among team members for balancing workload and avoiding overburdening

Resource & Budget Management

Budget Planning Set a spending plan for your project based on data insights.
Dynamic Budgeting Tracks project expenses and scales budget management features dynamically based on the project's financial requirements.
Automated Resource Allocation Automatically adjusts resource allocation, such as server capacity, storage, or bandwidth, based on current project needs during
Risk Scoring System Quantify and score potential project risks based on severity.
Workload Distribution Distributes tasks and processes across team members or systems to prevent overloading any resource, ensuring balanced workloads
Auto Scaling Dynamically scale resources (e.g., team size, server resources) based on project requirements.

Reporting & Analytics

Dashboards Interactive dashboards that can be customized for different user roles.
Automated Reports Scheduling and automatic generation of regular reports. Email notifications with report summaries.
Project Progress Reports Track progress against the baseline plan, identify deviations in schedule or budget.
Resource Reports Allocation and utilization of resources (people, equipment, materials).
Timesheet Reports Track time spent on tasks by team members, assess project efficiency and billing accuracy.
Sprint Reports Track progress within development sprints.
Real-Time Reporting Live dashboards that update as data changes.
Report Customization Ability to create and customize reports based on specific project needs.
Benchmarking Compare project performance against industry standards or internal benchmarks.
Risk Reports Identify, assess, and propose mitigation strategies for potential project risks.
Workload Reports Analyze workload distribution among team members, identify potential imbalances.
Burndown & Burnup Charts Track progress towards sprint goals to manage progress and respond accordingly.
Bottleneck Reports Identification of task dependencies and potential bottlenecks.
Predictive Analytics Forecasting tools to predict future project outcomes based on historical data.

Collaboration & Communication

Real-Time Collaboration Work simultaneously on tasks, leave comments, and share feedback.
File Sharing & Document Collaboration Upload, share, and edit documents.
Integrated Chat & Messaging Real-time communication with team members.
Version control Track changes made to documents and files.

Customization

Templates Use pre-defined project and timeline structures to save time.
Custom Fields Add specific data fields to track unique project information.
Task Customization Modify tasks to include custom fields, tags, and properties to fit specific project needs.
Custom Layouts Design the software interface to fit your workflow.
Custom Views Create personalized views of project data.

Integrations

CRM Integration Sync with CRM systems to align customer relationships and sales data with project tasks and deliverables.
Communication and Collaboration Tools Integrate with various collaboration tools to streamline real-time communication and collaboration within project workflows.
File Storage and Sharing Connect cloud storage solutions to enable seamless file sharing and document management within projects.
Issue Tracking Tools Link issue tracking software to manage and resolve bugs and issues alongside your project management processes.
Automation Tools Use automation platforms to create workflows that automatically handle repetitive tasks across multiple apps.
Third Paty Integration Integration with external tools via third party applications
Time Tracking Tools Integrate time tracking tools to monitor work hours and resource allocation directly in your project management system.
ERP Intergration Connect ERP systems to unify project management with broader business operations, including finance, HR, and procurement.
AI-Based Integrations Use AI for predictive analysis and workflow suggestions.
API Integration Allow for custom integrations through APIs

Access Control & Security

User Access Management Control access to project information based on user roles.
Compliance Tracking Ensure adherence to relevant data and security compliance (e.g., GDPR, CCPA).
Multi-Factor Authentication (MFA) Enhance login security through MFA.
Activity Logs Track user activity within the project management software
Data Backup and Disaster Recovery Ensure data security with regular backups and recovery plans.

Brand Name	Project Insight
Information	We are a project and portfolio management software.
Founded Year	1996
Director/Founders	Steve West, Wes Kliewer
Company Size	1-100 Employees

Project Insight