Compare Project Insight vs. Proteus in 2026

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Description

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

Description

Get Proteus and get better productivity, better consistency, better control, and better visibility. Proteus is the complete project management solution built by energy experts for people in the energy sector. Proteus brings project planning, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves energy companies away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, stay accurate, deliver more projects and keep work simplified. Use Proteus to bring all project workflows together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place. Integrated with Microsoft 365. Project teams can collaborate with remote access to timesheets, equipment details, project costs, work completion status, and other resources. Generate invoices and manage client information, and legal contracts from a unified platform. Proteus enables project managers to store documents centrally and streamline workflows, technical calculations, and other operations. Monitor metrics in real time and get full project control.

API Access

Has API Yes

API Access

Has API Yes

Screenshots View All

Screenshots View All

Integrations

Google Yes

Microsoft 365 Yes

Copilot Yes

Gmail Yes

Google Drive Yes

Jira Yes

Jira Work Management Yes

Microsoft Azure Yes

Microsoft Dynamics 365 Yes

Microsoft Excel Yes

Show More Integrations

Explore All 33 Integrations

Integrations

Google Yes

Microsoft 365 Yes

Copilot No

Gmail No

Google Drive No

Jira No

Jira Work Management No

Microsoft Azure No

Microsoft Dynamics 365 No

Microsoft Excel No

Show More Integrations

Explore All 2 Integrations

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

$35 per user per month

Flat fee per user per month. For timesheet only users, $15 per month.

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 Yes

iPad App Yes

Android App Yes

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) No

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 Yes

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

Xergy

Founded

2019

Country

United Kingdom

Website

xergy.com/proteus/

Product Features

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

AI Project Management

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

Issue Tracking

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

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

Product Management

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

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

"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

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

Strategic Planning

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

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

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

Product Features

Business Management

Billing & Invoicing Yes

CRM Yes

Employee Management Yes

Financial Management Yes

Inventory Management Yes

Marketing Management No

Order Management Yes

Point of Sale (POS) No

Project Management Yes

Purchasing Yes

Scheduling Yes

Time & Expense Tracking Yes

Training Management No

Vendor Management 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

Contractor Management

Contractor Database Yes

Insurance Tracking No

License Tracking No

Permit Tracking No

Skills & Competencies Yes

Task Management Yes

Work Hour Tracking Yes

ERP

Accounting Integration Yes

Accounting Management Yes

CRM Yes

Dashboard Yes

Distribution Management Yes

Enterprise Asset Management Yes

Financial Management Yes

HR Management Yes

Inventory Management Yes

Order Management Yes

Project Management Yes

Purchase Order Management Yes

Purchasing No

Reporting/Analytics Yes

Sales Management No

Supply Chain Management Yes

Warehouse Management Yes

Job Costing

Bills of Material Yes

Budgeting & Forecasting Yes

Change Orders Yes

Cost-to-Completion Tracking Yes

Invoice Management Yes

Overrun Reporting No

Percent-Complete Tracking Yes

Production Cost Tracking Yes

Purchase Order Management Yes

Quotes / Estimates Yes

Time Tracking Yes

Work Order Management Yes

Oil and Gas

Compliance Management No

Equipment Management Yes

Inventory Management Yes

Job Costing Yes

Logistics Management Yes

Maintenance Management No

Material Management Yes

Project Management Yes

Resource Management Yes

Scheduling Yes

Work Order Management Yes

Project Accounting

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 No

Budget Management Yes

Collaboration Tools Yes

Due Date Tracking Yes

Gantt Charts Yes

Kanban Board No

Prioritization Yes

Progress Tracking Yes

Resource Management Yes

Task Management Yes

Template Management Yes

Traditional Methodologies Yes

Project Tracking

Collaboration Tools Yes

Cost-to-Completion Tracking Yes

Gantt Charts Yes

Kanban Board No

Milestone Tracking Yes

Percent-Complete Tracking Yes

Prioritization Yes

Status Tracking Yes

Time & Expense Tracking Yes

Proposal Management

Automatic Formatting No

Calendar Management Yes

Collaboration Yes

Contact Management Yes

Content Repository Yes

Document Management Yes

Electronic Signature No

Knowledge Library Yes

Pipeline Management Yes

RFP Management Yes

Requirements Management Yes

Revision Management Yes

Task Management Yes

Templates Yes

Version Control Yes

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 No

Utilization Management Yes

Time Tracking

Automatic Time Capture No

Billable & Non-Billable Hours Yes

Billing & Invoicing Yes

Employee Database Yes

Expense Tracking Yes

Mobile Time Tracking Yes

Multiple Billing Rates No

Offline Time Tracking Yes

Online Time Tracking No

Overtime Calculation Yes

Time per Project Reporting Yes

Timesheet Management Yes

Vacation / Leave Tracking No

Work Management

Access Roles / Permissions Yes

CRM No

Calendar Management Yes

Collaboration Tools Yes

File Storage / File Sharing Yes

Kanban No

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

Alternatives

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Compare Project Insight vs. Proteus

Average Ratings 122 Ratings

Average Ratings 0 Ratings

Description

Description

API Access

API Access

Screenshots View All

Screenshots View All

Integrations

Integrations

Pricing Details

Pricing Details

Deployment

Deployment

Customer Support

Customer Support

Types of Training

Types of Training

Vendor Details

Company Name

Founded

Country

Website

Vendor Details

Company Name

Founded

Country

Website

Product Features

Product Features

Alternatives

Alternatives

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