Learn More

Average Ratings 122 Ratings

Total
ease
features
design
support

Average Ratings 10 Ratings

Total
ease
features
design
support

Description

Project Insight helps organizations connect project data across teams and systems to make better decisions about their business. As a strategic project and portfolio management platform, it brings together resource and capacity planning, financial management, project requests, execution, governance, and portfolio performance. The result is a connected project data backbone that gives PMOs and executives visibility into organization-wide work and supports trustworthy reporting, forecasting, and AI analysis. Teams can continue using familiar tools such as Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot while Project Insight brings their project information into one central command center, reducing manual data entry and disconnected reporting. Manage projects, programs, and portfolios using flexible workflows, intelligent scheduling, Gantt charts, Kanban boards, time tracking, budget management, and customizable dashboards. Leaders can monitor workloads, project health, costs, and strategic priorities without chasing information across departments. AI-powered features help create project plans, turn meeting discussions into action items, recommend resources, forecast capacity, and evaluate what-if scenarios. From growing teams outgrowing spreadsheets to established PMOs with complex business processes, Project Insight adapts to the way organizations work through configurable processes, dedicated onboarding support, and free view-only access for clients and stakeholders.

Description

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Drive Yes 
HubSpot CRM Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
Claude No 
Copilot Yes 
Dropbox No 
Gemini No 
Google Yes 
Grok No 
Jira Yes 
Microsoft Exchange Yes 
Microsoft Power Automate Yes 
Microsoft Project Yes 
PageProof Yes 
QuickBooks Cash Yes 
ServiceNow Yes 
Slack Yes 
Visual Studio Yes 
Zendesk Yes 

Integrations

Google Drive Yes 
HubSpot CRM Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
Claude Yes 
Copilot No 
Dropbox Yes 
Gemini Yes 
Google No 
Grok Yes 
Jira No 
Microsoft Exchange No 
Microsoft Power Automate No 
Microsoft Project No 
PageProof No 
QuickBooks Cash No 
ServiceNow No 
Slack No 
Visual Studio No 
Zendesk No 

Pricing Details

Free
Plans: Free/Pro/Business/Enterprise
Try any plan for free.

Pro: $9 per user
Business: $19 per user
Enterprise: Tiered user pricing
Free Trial Yes 
Free Version Yes 

Pricing Details

$29/user/month
We offer three options:
Monthly @ $39/user/month
Quarterly @ $102/user/quarter
Yearly @ $348/user/year
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Project Insight

Founded

2001

Country

United States

Website

projectinsight.com/

Vendor Details

Company Name

Ravetree

Founded

2013

Country

United States

Website

www.ravetree.com

Product Features

Agile Project Management Tools

Project Insight offers a versatile platform that accommodates Agile, waterfall, and hybrid project management methodologies all in one place. Teams can effectively oversee sprints, backlogs, tasks, and Kanban boards, while project management offices (PMOs) can monitor dependencies, resource availability, budgets, and overall portfolio performance. With built-in integrations for Jira and Azure DevOps, software development teams can maintain their workflow within their chosen tools while aligning execution insights with larger business objectives. This platform is particularly beneficial for organizations balancing Agile development with conventional projects, providing a framework for consistent governance, financial transparency, and comprehensive reporting for both methodologies.

Backlog Management Yes 
Feedback Management Yes 
Gantt/Timeline View Yes 
Kanban Board Yes 
Prioritization Yes 
Request Management Yes 
Resource Management Yes 
Retrospectives Management Yes 
Status Tracking Yes 
Supports Scrum Yes 
Team Management Yes 
Template Management Yes 
Workflow Management Yes 

AI Project Management

Project Insight integrates advanced AI-driven project management features with a unified data framework for projects. With AI-enhanced tools, users can create project plans and templates, recommend resources based on their skill sets and availability, predict capacity needs, modify timelines, and convert meeting notes into actionable tasks, risks, and decisions. The platform offers what-if scenarios that enable teams to assess potential adjustments to personnel, budgets, and schedules. Additionally, Project Insight links project information from platforms like Jira and Azure DevOps, facilitating dependable reporting and AI analysis. Instead of depending solely on AI, Project Insight empowers organizations to gather and connect the essential data required for making informed decisions.

Gantt Chart

Project Insight provides dynamic Gantt charts designed for the effective planning, scheduling, and monitoring of projects, regardless of their complexity. Project managers can easily visualize tasks, milestones, dependencies, durations, and critical paths, with the ability to modify schedules through intuitive drag-and-drop functionality. The intelligent scheduling feature automatically updates related tasks as plans evolve. Additionally, cross-project Gantt views enable PMOs to detect overlapping timelines and oversee progress across various initiatives. Unlike traditional Gantt chart software, Project Insight integrates schedules with resource allocation, budget management, task execution, and portfolio analytics, offering a comprehensive view of how adjustments in timelines impact the overall organization.

Alerts/Notifications Yes 
Capacity Monitoring Yes 
Color Coding Yes 
Dependency Tracking Yes 
Drag & Drop Yes 
Milestone Tracking Yes 
Progress Tracking Yes 
Task Management Yes 
Templates Yes 

Issue Tracking

Project Insight enables organizations to effectively monitor project-related challenges, potential risks, and action items in relation to the tasks they influence. Teams have the capability to designate responsibility, track advancement, and keep a clear view of the issues that might affect timelines, financial plans, and overall delivery. In contrast to independent issue tracking software, Project Insight integrates issue management with project execution, resource allocation, and portfolio analytics. This provides project managers and PMO executives with a comprehensive overview of project status without the need to piece together data from various sources manually.

Assignment Management Yes 
Dashboard Yes 
Escalation Management Yes 
Issue Auditing Yes 
Issue Scheduling Yes 
Knowledge Base Yes 
Project Management Yes 
Recurring Issues Yes 
Scheduling Yes 
Task Management Yes 

IT Project Management

Project Insight is designed to assist IT organizations in overseeing projects, resources, budgets, and delivery processes across various teams and systems. IT Project Management Offices (PMOs) can efficiently prioritize new requests, allocate resources, manage interdependencies, monitor project expenses, and generate performance reports on their portfolios. With built-in integrations for Jira and Azure DevOps, it seamlessly links technical execution with overall project and portfolio management, allowing teams to retain their preferred tools. Project Insight offers a cohesive data foundation that IT leaders require to gain insights into delivery obligations, resource limitations, and the alignment of technology investments with business goals.

Bug Tracking Yes 
Issue Management Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Portfolio Management Yes 
Prioritization Yes 
Product Roadmapping Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Supports Agile Yes 
Supports Scrum Yes 
Task Management Yes 
Testing / QA Management Yes 
Time & Expense Tracking Yes 

Kanban

Project Insight offers Kanban boards designed to allow teams to clearly see their tasks, oversee workflow phases, and monitor ongoing work. Users have the ability to arrange task cards based on status or assigned personnel, shift tasks between columns, and refresh progress instantly. These Kanban boards utilize the same foundational project data as Gantt charts, task lists, and reporting dashboards, enabling teams to access various perspectives without the need for data duplication. By integrating visual workflow management with project scheduling, resource availability, budget tracking, and portfolio analysis, Project Insight is advantageous for organizations handling both Agile methodologies and conventional project management.

Collaboration Tools Yes 
Dependency Tracking Yes 
KPI Monitoring Yes 
Milestone Tracking Yes 
Multi-Board Yes 
Prioritization Yes 
Project Planning Yes 
Roadmapping Yes 
Supports Scrum Yes 
Task Management Yes 
Time Tracking Yes 

Product Management

Project Insight enables product and technology teams to align their initiatives with project execution, resource management, budgeting, and overarching strategic objectives. It provides a platform for teams to streamline requests, prioritize projects, create timelines, and collaborate across various departments. With seamless integrations with tools like Jira and Azure DevOps, development teams can stick with their chosen implementation software while upper management retains oversight of the entire project portfolio. This tool is especially beneficial for organizations looking to assess how their product investments vie for resources and support their business goals.

Collaboration Yes 
Feedback Collection Yes 
Idea Management Yes 
Milestone Tracking Yes 
Prioritization Yes 
Product Roadmapping Yes 
Release Management Yes 
Requirements Management Yes 
Resource Management Yes 
Workflow Management Yes 

Product Roadmap

Project Insight enables organizations to align their product and initiative roadmaps with the necessary resources, timelines, budgets, and projects needed for successful execution. This platform empowers leaders to strategize future initiatives, assess priorities, pinpoint dependencies, and grasp the effects of capacity limitations. Instead of treating roadmaps as distinct from project execution, Project Insight seamlessly integrates strategic planning with ongoing project activities. With integrations to tools like Jira and Azure DevOps, organizations can ensure transparency across product development and planning processes, providing decision-makers with a comprehensive overview of what is in progress, planned, and feasible.

Collaboration Yes 
Content Import / Export Yes 
Diagramming Yes 
Drag & Drop Yes 
Feature Management Yes 
Milestone Tracking Yes 
Prioritization Yes 
Requirements Management Yes 
Workflow Management Yes 

Production Scheduling

Project Insight offers a comprehensive solution for organizations engaged in complex project coordination, focusing on scheduling and resource management. Its smart scheduling features assist project managers in overseeing task interdependencies, project timelines, team assignments, and modifications to project plans. The tool enhances resource and capacity planning by providing insights into workloads and availability, enabling organizations to spot scheduling conflicts and make necessary adjustments. Project Insight links scheduling with project budgets, execution, and portfolio reporting, allowing leaders to grasp the impact of schedule modifications on project delivery. Unlike systems tailored for manufacturing environments, it is specifically designed for project-driven work scenarios.

"What If" Scenarios Yes 
Automated Scheduling Yes 
Bottleneck Optimization Yes 
Capacity Planning Yes 
Constraint Scheduling Yes 
Job Scheduling Yes 
Material Planning Yes 
Priority-Based Scheduling Yes 
Quality Control Yes 

Professional Services Automation

Project Insight is a comprehensive platform designed to assist professional services firms in overseeing client projects, optimizing resource allocation, tracking time spent, managing budgets, and evaluating financial outcomes all within a unified system. Teams can effectively plan their engagements, assign resources, keep tabs on both billable and nonbillable hours, and assess project expenses in relation to established budgets. The portfolio reporting feature enhances transparency into delivery obligations, team workloads, and overall project profitability. With customizable workflows, options for client visibility, and seamlessly integrated project financials, Project Insight empowers consulting and professional services teams to enhance resource management, regulate project expenses, and make well-informed decisions regarding project delivery.

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Project Insight is a comprehensive project management solution designed to unify projects, tasks, resources, timelines, budgets, and reporting within a single platform. Tailored for expanding organizations and project management offices (PMOs), it accommodates a range of needs from managing single projects to overseeing extensive portfolios. Teams can efficiently plan and execute tasks while leadership obtains insights into resource capacity, financial health, and strategic goals. Featuring customizable workflows, smart scheduling capabilities, and seamless integrations with tools such as Jira and Azure DevOps, Project Insight establishes a cohesive data framework for accurate reporting, forecasting, and decision-making.

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Planning

Project Insight enables project managers to develop feasible plans by linking together tasks, timelines, dependencies, resources, and financial allocations. Users can create plans utilizing reusable templates, detailed work breakdown structures, key milestones, and Gantt charts. The intelligent scheduling feature automatically modifies related tasks in response to timeline alterations, while capacity planning assists in pinpointing resource limitations before they impact project delivery. With the aid of AI, users can generate project frameworks and templates that can be reused. Project Insight integrates project planning with execution and organizational priorities, equipping teams to not only schedule work effectively but also to assess their available personnel, time, and budget for successful project completion.

Agile Methodologies Yes 
Budget Management Yes 
Collaboration Tools Yes 
Due Date Tracking Yes 
Gantt Charts Yes 
Kanban Board Yes 
Prioritization Yes 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management Yes 
Traditional Methodologies Yes 

Project Portfolio Management

Project Insight is a comprehensive software solution designed for strategic project portfolio management (PPM), seamlessly integrating project execution with resource availability, financial results, governance, and overall business strategy. It empowers PMOs and executives to assess project proposals, prioritize funding, optimize resource allocation, oversee budgets, and monitor portfolio performance all within a single platform. In contrast to tools that merely emphasize task management or offer basic dashboards, Project Insight establishes a cohesive data framework throughout the project lifecycle. This ensures that organizations have access to accurate and dependable information necessary for making informed portfolio choices, enhancing forecasting capabilities, facilitating executive reporting, and enabling AI-driven analysis.

Budget Management Yes 
Collaboration Yes 
Dashboard Yes 
Issue Management Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking Yes 

Project Tracking

Project Insight offers instantaneous project monitoring that encompasses timelines, activities, resources, financials, potential risks, and key milestones. Project leaders can oversee advancement, pinpoint hold-ups, assess discrepancies between planned and actual outcomes, and address problems before they impact deliverables. Customizable dashboards, status summaries, scorecards, and portfolio perspectives provide stakeholders with insight into project status without the need for manual update gathering. Additionally, Project Insight integrates information from platforms such as Jira and Azure DevOps, enabling PMOs to oversee workflows across various teams and instruments. This integration leads to a more comprehensive and dependable overview of project performance.

Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Gantt Charts Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking Yes 

Strategic Planning

Project Insight bridges the gap between strategic planning and the necessary projects, investments, and resources needed to achieve business objectives. It allows organizations to assess new initiatives, rank project proposals, manage capacity, oversee budgets, and evaluate how their efforts align with strategic goals. With portfolio planning and scenario analysis, leaders can comprehend trade-offs before allocating resources. By integrating strategy with project execution and performance tracking, Project Insight provides executives with clear visibility into whether the organization possesses the capacity and funding to meet its priorities, eliminating the need for uncoordinated spreadsheets and status reports.

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management Yes 
KPIs Yes 
Modeling & Simulation Yes 
Roadmapping Yes 
Scenario Planning Yes 
Scorecards Yes 

Task Management

Project Insight empowers teams to streamline their workflow by enabling them to organize, allocate, plan, and monitor tasks, all while linking daily operations to broader projects and portfolios. With features like task interdependencies, smart scheduling, time tracking, and resource allocation, project managers can efficiently oversee tasks and assess progress. In contrast to isolated task management solutions, Project Insight integrates task performance with resource availability, budget considerations, project health, and executive insights. This ensures that teams have the necessary tools to effectively manage their responsibilities, while Project Management Offices (PMOs) receive a dependable overview of project delivery across various departments.

Collaboration Yes 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts Yes 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Time and Expense

Project Insight is an all-in-one platform that integrates project time tracking, expense management, approval processes, and financial reporting. Employees can easily log their hours—both billable and nonbillable—submit timesheets, capture receipts, and oversee project-related expenses from any desktop or mobile device. Managers have the ability to review and approve these submissions while keeping an eye on actual expenditures compared to budget allocations. The system also offers seamless integrations with QuickBooks and various other business tools, enhancing invoicing and financial operations. In contrast to separate time and expense tracking solutions, Project Insight links real labor and expenses with project timelines, resource availability, and overall portfolio performance.

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Project Insight offers a comprehensive project time tracking solution that integrates real work hours with tasks, resources, budgets, and financial reporting. Team members can log their time using various methods, including task lists, timesheet grids, timers, or mobile applications. Additionally, time data can be imported from integrated platforms like Jira, Azure DevOps, and ServiceNow. Managers have the ability to approve timesheets, analyze discrepancies between estimated and actual hours, oversee resource utilization, and monitor labor expenses across multiple projects. By incorporating time tracking into a unified project data framework, Project Insight eliminates the need for a separate time management system, enabling effective capacity planning, billing, forecasting, and decision-making for project portfolios.

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking Yes 
Online Time Tracking Yes 
Overtime Calculation Yes 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Work Management

Project Insight facilitates seamless work management across various projects, teams, departments, and portfolios. It enables organizations to oversee tasks, project requests, approvals, schedules, resources, budgets, and reporting all within a single customizable platform. Teams can utilize task lists, Kanban boards, Gantt charts, and tailored worklists, while leadership obtains insights into priorities, workload, and delivery commitments. The platform also integrates with other systems, allowing work performed elsewhere to feed into a unified reporting framework. Project Insight transcends mere task organization by establishing a cohesive project data infrastructure that empowers organizations to comprehend ongoing work, assess team capacity, analyze costs, and align efforts with business objectives.

Access Roles / Permissions Yes 
CRM Yes 
Calendar Management Yes 
Collaboration Tools Yes 
File Storage / File Sharing Yes 
Kanban Yes 
Messaging / Discussion Yes 
Performance Metrics Yes 
Project Management Yes 
Reporting / Analytics Yes 
Resource Management Yes 
Strategic Planning Yes 
Task Management Yes 
Time Tracking Yes 
Version Control Yes 
Workflow Management Yes 

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Agile Project Management Tools

Backlog Management Yes 
Feedback Management Yes 
Gantt/Timeline View Yes 
Kanban Board Yes 
Prioritization Yes 
Request Management Yes 
Resource Management Yes 
Retrospectives Management Yes 
Status Tracking Yes 
Supports Scrum Yes 
Team Management Yes 
Template Management Yes 
Workflow Management Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing No 

Creative Management

Billing & Invoicing Yes 
Client Management Yes 
Collaboration Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Digital Workplace

Activity / News Feed Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Content Management Yes 
Document Management Yes 
Employee Directory Yes 
File Sharing Yes 
Knowledge Management Yes 
Surveys & Feedback No 
Task Management Yes 

File Sharing

Audit Trail Yes 
Chat / Messaging Yes 
Collaboration Yes 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature No 
Encryption Yes 
File Synchronization Yes 
Search Yes 
User Management Yes 
Version Control Yes 
Workflow Management Yes 

Gantt Chart

Alerts/Notifications Yes 
Capacity Monitoring Yes 
Color Coding Yes 
Dependency Tracking Yes 
Drag & Drop Yes 
Milestone Tracking Yes 
Progress Tracking Yes 
Task Management Yes 
Templates Yes 

IT Project Management

Bug Tracking Yes 
Issue Management Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Portfolio Management Yes 
Prioritization Yes 
Product Roadmapping Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Supports Agile Yes 
Supports Scrum Yes 
Task Management Yes 
Testing / QA Management Yes 
Time & Expense Tracking Yes 

Kanban

Collaboration Tools Yes 
Dependency Tracking Yes 
KPI Monitoring Yes 
Milestone Tracking Yes 
Multi-Board Yes 
Prioritization Yes 
Project Planning Yes 
Roadmapping Yes 
Supports Scrum Yes 
Task Management Yes 
Time Tracking Yes 

Marketing Planning

Budgeting & Forecasting Yes 
Collaboration Yes 
Flowchart No 
Goal Setting / Tracking Yes 
Marketing Calendar Yes 
Media Planning Yes 
Predictive Analytics Yes 
Presentation Tools Yes 
Project Tracking Yes 
Spend Management Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Planning

Agile Methodologies Yes 
Budget Management Yes 
Collaboration Tools Yes 
Due Date Tracking Yes 
Gantt Charts Yes 
Kanban Board Yes 
Prioritization Yes 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management Yes 
Traditional Methodologies Yes 

Project Portfolio Management

Budget Management Yes 
Collaboration Yes 
Dashboard Yes 
Issue Management Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking Yes 

Project Tracking

Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Gantt Charts Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking Yes 

Remote Work

Collaboration Yes 
Credential Management Yes 
Electronic Signature No 
Employee Monitoring No 
Live Chat Yes 
Meeting Management No 
Project Management Yes 
Remote Access Yes 
Remote Support Yes 
Screen Sharing No 
Softphone No 
Task Management Yes 
Time Zone Tracking Yes 
Video Chat No 
Web Conferencing No 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Scrum

Backlog Management Yes 
Collaboration Board Yes 
Daily Reports Yes 
Iteration Management Yes 
KPI Monitoring Yes 
Milestone Tracking Yes 
Prioritization Yes 
Progress Tracking Yes 
Release Planning Yes 
Roadmapping Yes 
Sprint Planning Yes 
Task Management Yes 

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification No 
Gantt Charts Yes 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Team Communication

Activity / News Feed Yes 
Audio Calls No 
Calendar Management Yes 
Chat / Messaging Yes 
Discussion Threads Yes 
File Sharing Yes 
Mobile Access No 
Push Notifications Yes 
Search Yes 
Surveys & Feedback No 
Task Management Yes 
Video Conferencing No 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking Yes 
Online Time Tracking Yes 
Overtime Calculation Yes 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Work Management

Access Roles / Permissions Yes 
CRM Yes 
Calendar Management Yes 
Collaboration Tools Yes 
File Storage / File Sharing Yes 
Kanban Yes 
Messaging / Discussion Yes 
Performance Metrics Yes 
Project Management Yes 
Reporting / Analytics Yes 
Resource Management Yes 
Strategic Planning Yes 
Task Management Yes 
Time Tracking Yes 
Version Control Yes 
Workflow Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access No 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Alternatives

Clusterix Reviews

Clusterix

innoscripta SE

Alternatives

Jira Reviews

Jira

Atlassian
Jira Reviews

Jira

Atlassian