Project Insight

Project Insight Project Insight is award-winning project management software that centralizes all of your work.

When leadership wants to know when the next project can start, are your resource and capacity forecasts reliable?Too oft...
08/24/2026

When leadership wants to know when the next project can start, are your resource and capacity forecasts reliable?

Too often, the answer takes several spreadsheets, a check in with department managers, and a handful of meetings.

Why? Because the capacity data is missing or disconnected.
🔸Allocation lives in one place.
🔸PTO in another.
🔸Proposed work isn't included
🔸And the Jira team capacity is left out altogether.

But don't be tempted to build another shiny dashboard or to just ask AI to fix it. You need a connected resource and capacity data backbone before you'll be able to trust your report-human or AI-generated.

If you want to make sure you have reliable capacity data, download our latest project data backbone guide.

"The Resource and Capacity Data Tracking Guide for PMOs" shows you

➡️ the 12 capacity data points you must track to get trustworthy forecasts
➡️ the warning signs of a broken capacity data backbone
➡️ a 2-minute scorecard for your own PMO

No gate. No form.

Swipe the highlights below and score your PMO
Download the playbook 👇
🔗 https://projectinsight.com/resources/guides/capacity-planning-guide-for-pmo-leaders

Sign up to receive all the project data backbone guides:

https://u8pzu.share-na2.hsforms.com/2lLlYlhPiQEqUnTJYr5SNYw

Resource and capacity plans become unreliable when people, schedules, PTO, demand, and allocations are tracked in disconnected systems. This guide helps PMO leaders identify the resource data they need, connect it across the capacity model, assess their current planning maturity, and build a resourc...

Can you trust your project financial report? Here's the test: When a team member logs an hour, does the project's labor ...
08/20/2026

Can you trust your project financial report? Here's the test:

When a team member logs an hour, does the project's labor cost, budget variance, forecast, invoice status, and portfolio reporting update without anyone exporting data or touching a spreadsheet?

For many teams, this is a hard no.

Realistically, budgets are living in one system. Time in another. Labor rates somewhere else. Expenses in accounting. Forecasts in spreadsheets. And every month someone has to manually bring it all together into some crazy report everyone is supposed to trust.

If this is you 👆 🙋‍♀️, the answer is connecting the financial data behind the report. Because you can't reliably report on data that is disconnected. And neither can AI.

The Project Financial Tracking Playbook for PMO Leaders shows you

➡️ the 12 financial building blocks behind trustworthy financial reporting
➡️ the warning signs of a broken financial data backbone
➡️ a 2-minute scorecard for your own PMO

No gate. No form.

Swipe the highlights below and score your PMO
Download the playbook 👇
https://projectinsight.com/resources/guides/project-financial-tracking-playbook

Project financial reports become unreliable when budgets, labor, rates, expenses, forecasts, invoices, and payments are tracked in disconnected systems. This guide helps PMO leaders identify the financial data points they need, connect them across the project lifecycle, assess their current reportin...

Capacity planning is not just about finding out who is busy... It’s about knowing where capacity issues create the great...
07/28/2026

Capacity planning is not just about finding out who is busy...

It’s about knowing where capacity issues create the greatest business risk and what to adjust first.

Join our capacity planning power tutorial on Thursday, July 30 to see how Project Insight's newest resource allocation reporting features turn capacity data into better staffing decisions.

Register now and get the free guide: "Getting Started with Capacity Planning."

👉 https://projectinsight.com/project-management-webinars/how-to-get-started-with-capacity-planning
📅 Thursday, July 30, 2026
⌚ 10:00 a.m. PT/1:00 p.m. ET

Are your teams feeling overwhelmed? Do you struggle to know how much work each person can realistically take on?Stop the...
07/16/2026

Are your teams feeling overwhelmed? Do you struggle to know how much work each person can realistically take on?

Stop the guesswork and build a stronger capacity planning process.
Project Insight’s capacity planning tools can help you:
🔹 Increase efficiency
🔹 Improve team culture
🔹 Support a healthier work-life balance
🔹 Make the case for additional headcount

See how it works: https://projectinsight.com/project-management-webinars/how-to-get-started-with-capacity-planning

Does your team have the capacity to take on the next project? 86% of organizations say they forecast capacity, but only ...
07/16/2026

Does your team have the capacity to take on the next project? 86% of organizations say they forecast capacity, but only 6% say they do it effectively enough to trust the data.

Why is capacity planning so complicated? Because it breaks...

It breaks:
💔 when work lives in different systems and only some teams track time.
💔 when the same people are shared across projects, admin work, meetings, and follow-up.
💔 when someone has hours available, but not the right skill, role, or timing.
💔 when effort and duration are treated like the same thing.
💔 when priorities change after resources are assigned.

In our next power tutorial, Steve and Mathew will show you how to get started with trustworthy capacity forecasting using the project data you already have.

Register now and get the free guide: "Getting Started with Capacity Planning".

👉 https://projectinsight.com/project-management-webinars/how-to-get-started-with-capacity-planning
📅 Thursday, July 30, 2026
⌚ 10:00 a.m. PT/1:00 p.m. ET

Learn how to build a more trustworthy capacity planning process, see workloads across systems, identify overloads earlier, and find the right available resources.

07/07/2026

Brian Morin is the kind of transformation leader who can step into complexity, quickly see what needs to be adjusted or refined, and create a large-scale plan to bring order to chaos.

But even with that special talent, Brian knows that a successful transformation takes more than a good process. In this week's episode of "Wear Your Cape to Work," Brian shares what he's learned while helping companies like Wells Fargo , JPMorganChase and BMO, and how focusing on the people aspect shaped his project management career.

Tune in to "Bringing Order to Chaos" 🎙️

projects

Microsoft Project Online retires September, 30 2026. Does your PMO need to worry about what's next?Take our free "Should...
07/06/2026

Microsoft Project Online retires September, 30 2026. Does your PMO need to worry about what's next?

Take our free "Should I Worry More or Less?" assessment to spot gaps and learn how to cover them without rebuilding everything.

Learn more here: https://bit.ly/4wwkMKr

*Project Insight has been a Microsoft Partner for more than 20 years and has helped thousands of customers migrate from Project Online without leaving the Microsoft ecosystem.

06/23/2026

The power of building genuine connections is the key to earning trust.

When project leaders take the time to understand organizational leaders and see the business strategy from their perspective, they are better positioned to show the value of the PMO and influence bigger decisions.

In this week’s episode of Wear Your Cape to Work, Karla Mae Eidem, Global Head of Transformation and Project Delivery at Project Management Institute, shares how she developed that power of genuine connection, the kind that gives PMO leaders the credibility to move beyond documenting the work and become decision partners.

You’ll also love hearing Karla’s stories of leading projects as she traveled the world and how her journey with PMI began as a local chapter volunteer before ultimately leading her to become Global Head of Transformation and Project Delivery at Project Management Institute.

Tune in today: https://na2.hubs.ly/H06f8Dk0

“PMO excellence is helping the enterprise navigate complexity, not just document it. You have to move from support function to decision partner, and that takes courage.”

Karla Mae Eidem, PMP, PMI-PMOCP Global Head, Transformation and Project Delivery Project Management Institute

Even AI won't help you make confident project decisions if you're not tracking the right data. And that's a project mana...
06/11/2026

Even AI won't help you make confident project decisions if you're not tracking the right data. And that's a project manager's problem because

🔹Sometimes the data is siloed in different tools.
🔹Sometimes you haven't been tracking it.
🔹And sometimes you don't realize you need it until your boss asks the question.

In our upcoming power tutorial, Project Insight CEO West will teach PMs and PMO leaders how to build better reports in Project Insight by tracking the right data and using filters, columns, groupings, charts, and views to give the most precise visibility.

We’ll look at how everyday project activity can become clearer reporting across tasks, projects, resources, budgets, time, expenses, portfolios, and programs. And be something worth asking AI about in the first place.

Register 👉https://bit.ly/4vpYaKS

📆Wednesday, June 24, 2026
⏰10 http://a.m. PT/ 1 http://p.m. ET
☕15 minutes

Great leadership isn't about being good at everything.The best leaders know their strengths and build trusted networks t...
06/09/2026

Great leadership isn't about being good at everything.
The best leaders know their strengths and build trusted networks to cover the rest.

This week's "Wear Your Cape to Work" episode was recorded live at the PMI Orange County Chapter dinner meeting, featuring two California project management leaders who do exactly that.

Marjan Khan, MPA of Mazda North American Operations shares how her gift for clear communication was forged early, navigating a new culture and language after immigrating from Bangladesh, and helping her family find their footing in the http://U.S.

Tamas Vejsz, PMP, MSME of CTC Global reminds us that strengths and networks aren't born...they're built. His talent for leading technical projects across aerospace and manufacturing developed over time. His advice: get started, stay curious, keep growing.

Together, Marjan and Tamas reflect on how they've built strong support systems while growing into their own leadership styles.

If you're ready to lead from your authentic strengths instead of chasing someone else's idea of leadership, this one's for you.

🎧 "Leading With Your Strengths" https://bit.ly/3Qv9tTf

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