How to Build Your Own Project Insight

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.

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.

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.

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.

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.

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.

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.