Project Insight

Plan and manage Agile, waterfall, or hybrid sprints in one place. Track velocity, run cross project backlogs, and report across dev and non dev teams.

Automatically convert meeting notes into tasks, issues, and decisions. Auto log minutes to your projects so nothing gets lost in follow up.

Turn emails and messages from Outlook, Gmail, Teams, and Slack into tasks, capturing work at the source and syncing it into your projects instantly.

Ensure client confidence without giving up a user seat. Assign clients tasks and approvals, share documentation, and report on project status with gated client views.

Connect repositories and collaborate on project files in one place with access controls, task linking, and optional version control.

Create custom fields to track any project detail using any input type. Report on these items to give executives the most accurate picture of work in real time.

Track field teams with real time location data, combine geotagging, routing, and project workflows in one connected platform.

Automate timesheets, expenses, and invoicing. Sync project data with QuickBooks Online to eliminate double entry and gain real time revenue insight.

Track labor, non labor, and revenue in one place with PMBOK aligned metrics, real time visibility, and accounting system integration.

Track, submit, and approve non labor costs using worksheets, tasks, or mobile. Manage approvals, reimbursements, and finance integrations.

Predict future capacity and rebalance workloads in seconds using AI.

See the impact of changes instantly with AI what-if modeling.

Model scope, staffing, and priority changes in seconds. See how new work affects timelines, budgets, and capacity across projects and portfolios before you commit.

Centralize issue tracking across all projects. Log, assign, and resolve issues within your workflow to ensure nothing slips through the cracks.

Manage tasks, time, approvals, and expenses from anywhere. Keep work moving with full mobile access to your projects and reports.

See every project, program, and portfolio in one command center. Connect data across systems to track budgets, capacity, and priorities in real time with clear, organization-wide reporting.

Automate C-Suite reporting instantly with pre-built executive reports.

More project views than any other platform. Get a complete picture of work with over 20 data visualizations, including cross-level Gantt charts, Kanban, and status boards.

Custom dashboards that surface the data and metrics PMs, executives, and clients need most.

Choose from hundreds of built in reports or create your own. Share and schedule real time insights across projects or your entire portfolio. View all projects across organization including projects in other software tools.

Let AI match the right people to every task automatically.

Effectively balance and monitor workloads-even when they involve multiple teams. See your organization's capacity and know where to assign work more efficiently.

Gain real time visibility into team workloads across your portfolio and use AI to forecast availability and allocate resources intelligently.

Manage your RAID log across projects and portfolios. Capture, assign, and track RAID items (Risks, Assumptions, Issues, Decisions) in real time.

Schedule and manage appointments across teams with drag and drop tools that update assignments and notify resources in real time.

Manage dependencies, quickly spot issues, and resolve resource conflicts before they impact progress.

Instantly rebalance timelines and workloads as priorities shift. Analyzes dependencies, capacity, and progress to keep every project and entire portfolio aligned in real time. Includes drag and drop, lead/lag, bulk scheduling, and dependency automations.

Assign each team member a real-time, personalized task list that updates automatically as priorities shift. Ensure the most critical tasks are always front and center to drive faster delivery and better outcomes.

Save time with unlimited and reusable project templates. Use AI to create ready made projects built from current processes, specifications, and best practices.

Log time on tasks, timers, or mobile without separate software. Roll up hours across systems and portfolios for complete visibility into capacity and costs. Includes billing functionality for client-based billing.

Streamline PTO, purchase, and project approvals in one hub with customizable routing, mobile access, and real time visibility across workflows.

Save time with standard processes to create, assign, and route project requests for approvals. Prioritize initiatives and automatically launch project plans.