Project Insight vs Planful
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Sir Richard BransonMost popular feedback for Project Insight
I like project Insight for the fact that how easy it has made to work on a project effectively with your team remotely. It has tools for almost any function that you need to perform.
Aatif Khurshaid K.
About Project Insight
Project Insight (PI) is a modern, full-featured project & portfolio management software capable of aggregating and reporting on all of the projects across your organization. PI centralizes your work, projects, & tasks in one easy-to-use online platform that can be customized to meet your business needs. Seamlessly aggregate data from your key CRM, accounting, DevOps, support, & HR software to give stakeholders real-time project insights. PI's FREE version let's you start simply & grow as you go.
Most popular feedback for Planful
My overall experience with Planful has been overwhelmingly positive. Their team is frequently engaged to ensure that we're utilizing the solution to our maximum benefit. Planful's help desk team knowledgeable and very quick and responsive addressing issues as quickly as possible.
Jessica K.
About Planful
Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday's, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm.
Project Insight reviews
We have a variety of clients that require small scale and large scale projects. PI offers excellent planning tools to setup projects and forecast staff utilization. We can also plan multi year projects with escalating rates by resource type. This provides a true picture for us to see how we are performing based on quote/budget.
- Tom S. Program Manager
New employee on-boarding and knowledge of their projects and work load, tacking deadlines - external and internal, using it for weekly meetings and planning sessions.
- Jackie A. Compliance Manager
Not super impressed with the interface, not happy with the requirement to manually enter billing details for invoicing, too much need for manual entry.
- Miriam L. HR Director
Planful reviews
I love the people that I work with mostly, and the system is pretty amazing. I can easily geek out about it. Dynamic Reports are excellent, user friendly and add great value! The ease of setting up permissions and security is wonderful, and Planful does it's best to continue to make changes to their system to
- Angel W. IT Controller
Implemented this software solution at my office. It was less expensive than some of the other providers, and we expected the product to perform as such. There are some drawbacks to the product, but I think these are in-line with the price.
- Bradley G. Manager
Host Analytics Dynamic Planning has been the most flexible, dynamic and user-friendly analytical tool I have ever used in my 30+ year's career. Their customer support is second to none, and has always been there to solve any issues we encounter. The platform is ever-changing, based on challenges faced by and recommendations made by their customers. Each time operations requests a new or different way to analyze our market conditions, financial results, or forecasted projections, our department can produce their requests quickly and in real-time.
- Janet G. Vice President, Planning and Analysis
Pros & cons
Project Insight
| Pros |
|---|
| Power users have the ability to create their own forms and add form fields to reports |
| Consultant is very responsive to requests and is delightful to work with |
| There is so much I could say about Project Insight - I have enjoyed using it tremendously |
| The software won the CODiE award for best Project Management solution in 2017 |
| Invoicing, project creation, time entry, good project management tool |
| Since it is clean and nice, you can understand how to use it very easily." |
| Cons |
|---|
| Once I submit my Time entry worksheet to my manager, it becomes really difficult to correct the mistakes in the submitted sheet |
| Mobile app is difficult to track time and hours |
| My least favorite feature is the lack of automatic status changes based on task flow |
| Unfortunately the price was put of our range, and was a little too expensive considering we weren't in a position at the time, to fully utilise every aspect of the product." |
Planful
| Pros |
|---|
| OVerall is a great tool for the ease of standardizing and managing our reports |
| Great experience for me |
| We have a dedicated business systems resource on our team who helps a lot |
| Can include links to images of transaction source documents, providing great transparency in reporting |
| Spotlight for Excel add in to develop custom, refreshable reports is a great help |
| I honestly think it's great, particular for users whose current ERP systems are lacking in the core FP&A functionalities Planful provides." |
| Cons |
|---|
| A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time |
| The interface is pretty dated |
| I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain |
| We have also transformed to a rolling forecast using modeling, so that the annual budgets required by lenders comes from the forecasts, and is no longer a time-consuming annual task |
| The new row sets are difficult to get to the exact detail and adjusting cold width can't be done in a cluster in chrome." |
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