Intelligent Project Scheduling

• Build projects directly in Project Insight
• Import projects from Microsoft Project
• Task entry grid for fast task entry and edit
• Re-use projects from templates
• View Gantt charts in multiple time scales
• Change project schedules automatically based on task relationships
• Leverage dependencies, constraints, lead and lag time
• Export projects out to Microsoft Project, Microsoft Excel, or XML
• Create your own task list view

Project Templates

• Create a template library of projects
• Start new projects from templates in less than 30 seconds
• Copy and paste projects, tasks, or groups of tasks for re-use
• Copy and paste any item including files and entire folders
• Move any project or item from one location to another

Document Management and Collaboration

• Maintain entire project history and discussions in a centralized place
• Attach files of any type to a project, task or folder
• Set version control on key files
• Use check-in/check out
• Create your own folder structure
• Link to places on the Internet or internal network
• Maintain a knowledge base

Resource Management

• Assign team members to projects by group, department or company
• Mass assign team members to tasks by skill set
• Swap resources on tasks with just a few mouse clicks
• View resource allocation on work scheduled across all projects
• Drill down to see projects and tasks in resource allocation reports
• Balance workload of under and over burdened resources
• Suggest the most available resource by skill set
• Forecast and run 'what if' scenarios on projects in planning phase
• Set default burden and bill rates at the system, project, or task level

Reporting

• Run 100s of real-time management reports on project data
• View programs and portfolios in one Dashboard
• Create, save, and share custom reports
• Generate project, milestone, or task level reports
• View project summary reports with earned value calculations
• Run portfolio reports graphically
• Create executive dashboards

Workflow and Approvals

• Route documents, projects, tasks, or any other item for approval
• Define routing sequence and whether approval is required
• Automatic alerts notify the next approver in the approval process
• Share posted comments on the approval item
• Save a templated approval process for future use

Issue Tracking

• Capture issues on projects, tasks or system wide
• Assign issues to a team member to keep the project on track
• Report on all issues in the system, whether project or non-project related

Project Budgeting and Costing

• Know in a glance if the project is on time and on budget
• Track project costs in hours, fixed costs or both
• Keep track of project estimates and actuals in real-time
• Capture proposed and billable charges
• Report on planned value and earned value
• View a quick summary of project budgets
• Get planned value (PV) and earned value (EV) calculations based on project work

Time & Expense

• Enter time and expenses in a system timesheet or time grid
• Account for time spent on tasks, projects, or with customers
• Account for non-project time
• Generate daily, weekly or monthly time and expense sheets
• Set up an approval process for time sheets and expense reports
• Aggregate time and expenses across multiple projects per customer
• Create invoices from approved time and expenses
• Export to QuickBooks or Microsoft Excel

Microsoft Outlook & Office Integration

• Upload e-mails from Outlook
• Synchronize tasks from Project Insight to Outlook Tasks or Calendar
• Synchronize time entered from Outlook Tasks
• Upload percentage complete from Outlook Tasks
• Edit and save Microsoft Office documents directly into Project Insight

Permissions and Security

• Use role-based permissions to define team member status
• Choose multiple roles per team member
• Create folders to separate different project teams
• Set folder permissions like folders in Windows
• Separate groups from each other
• Define who sees what based on multi-level permissions
• Set permissions on a single item
• Apply an SSL encryption to the site

Customizable

• Use drag and drop to customize the portal page
• Systems administrators can customize the folder structure
• Systems administrators can add custom fields
• Systems administrators can create custom items
• Customers may brand Project Insight to their company look and feel
• Web services APIs for easy integration with accounting, CRM, or other enterprise software.
• Software Development Kit (SDK) available for advanced customizations by your team
• Choose global (system-wide) currency and date format.

Other Cool Stuff

• Set auto-alerts on tasks, projects, folders and files based on filtered criteria
• Receive a nightly report of all the tasks and to-dos that pertain to each team member
• Search for anything in the system, from any level in the hierarchy
• Search within the contents of Microsoft Word, Excel, PowerPoint and PDF files
• Narrow the search by team member, date range or item type
• AJAX/Web 2.0 enabled forms for improved performance
• Smart scrolling ensures that your browser goes back to the right spot when editing items in a large list
• Export Gantt charts to Microsoft Excel, Microsoft Project, or XML and share with non-Project Insight team members