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Insights Overview

[Available to Premier Customers]

Get the visibility you need to make swift, informed decisions with interactive business intelligence reports and a powerful custom reporting engine.

Key Features

  • 26 expert-built reports automatically answer key questions impacting profitability, utilization, and project success. 
  • Filter, clone, and modify any report
  • Ad hoc report builder to develop your own unique reports and dashboards

Five Dashboards of Insights Reports

Fees Reports

  • All about my “top line” results. How do budget actuals compare with my schedule? How much value have I earned?

Margin & Cost Reports

  • Discover what’s impacting my bottom line. What is each project’s profitability, both currently and the estimate at complete (EAC)?

Utilization & Planning Reports

  • Show how busy my team is and how much of their work is billable. Also learn who is scheduled, which resources are available, and when.

Time Analysis

  • Assess where my resources are spending their time, and verify that it aligns with expectations.

Project Details Reports

  • Drill down into specific projects or groups of projects. Understand key status metrics (financial, hour burned, percent complete) to assess project health.

Email us at to purchase Insights or request training.

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