Project Insight vs Workzone: 2024 Comparison

Project Insight vs Workzone: 2024 Comparison

Project Insight and Workzone are two of the most popular project management tools available today.

But how do they stack up against each other?

Which one manages tasks better?
Which one helps you allocate resources more effectively?
Which one is more affordable?

Discover all the answers in our detailed comparison guide.

A. Project and Task Management

Get. Things. Done. 

You and every project manager likely live by those words.

It’s also the heart and soul of any project management software. 

This is why, before anything else, you must evaluate a tool’s ability to help you manage your tasks and projects.

Features to look out for:

  • Project structure: A simple, intuitive way to organize work and toggle through multiple projects, tasks, boards, etc. 
  • Views: Board, list, timeline, Gantt, and other types of views that let you visualize various types of information within each project.
  • Tasks & subtasks: Dedicated spaces offering the ability to drill down to the smallest level of actionable detail about each project item. 
  • Statuses: Effortless ways to communicate the exact progress of each task, board, project, etc.
  • Checklists: Quick to-do lists for each task so things don’t fall through the cracks 
  • Task templates: Easy-to-copy templates to create identical tasks at scale across multiple projects. 
  • Assignees: The ability to assign tasks, boards, or projects to individual team members, groups, or even teams. 
  • Priorities: A way to communicate the urgency level of each task, subtask, or project. 
  • Automations: Trigger-based (if X happens then do Y); ways to automate repetitive actions such as notifications, comments, status updates, etc.

1. Project Structure / Hierarchy

a. Project Insight

You can understand Project Insight workspace with the help of the following hierarchy:

Project Home > Project > Work List > Tasks > Issues

  • Project Home: First screen that gives you access to all Projects in your workspace.
  • Project: A dedicated space for all Project-related information.
  • Work List: Contains any Tasks, Issues, approvals, or assignments you’re currently working on and their status.
  • Task: Actionable items that need to be completed in order to complete the Project.
  • Issues: Independent to-dos that emerge during the course of a Project.

b. Workzone

Organize your workspace with the help of Workzone’s simple hierarchy. 

Welcome Page > Workspaces > Projects > List > Tasks > Subtasks

  • Welcome Page: A default welcome page you can tailor to each user role, containing elements such as Documents, Projects, Requests, Calendar, and Reports.
  • Workspaces: A collection of folders or buckets under which you store work, letting users access the content most important to them.
  • Projects: A series of projects most relevant to a specific user role.
  • List: An organized view of all tasks within a particular project or category.
  • Tasks: A series of actionable deliverables that represent different aspects of a project.
  • Subtasks: A collection of deeper subtasks contained within parent tasks.

2. Views

a. Project Insight

The default view to see your Tasks in Project Insight is a List displayed on your Work List page. But almost every page has Page Display Options that let you pick and choose what you want to view on the page.

b. Workzone

Workzone allows you to see your work with four views:

  • List: Display items in a list, the default view of your main projects and the tasks within them. You can filter projects and tasks by status.
  • Board: Visualize and organize work items using a customizable Kanban-style board with drag-and-drop functionality.
  • Calendar: Schedule, organize, and track events or project tasks by client or department in a date-based format. You can combine separate calendars into a master calendar for the whole organization.
  • Gantt: Use the Gantt view for a visual overview of the start and end dates within a project.

3. Tasks & Subtasks

a. Project Insight

You can find Tasks in your Project Insight Work List. Each Task houses information essential for its completion, such as:

  • Status
  • Related Items (or files you can attach)
  • Comments
  • Time tracked so far
  • Location

A Task can have multiple Predecessor and Successor Tasks. This decides the order in which your team must tackle them and automatically calculates the Project timeline.

Each parent task is known as a Summary Task in Project Insight. These can be split into smaller to-dos in the form of a Child Task.

b. Workzone

Create tasks within Workzone to organize projects into multiple phases, activities, and groups at different levels.

When adding tasks, you can add the following details:

  • Status
  • Assignees
  • Due Dates
  • Notes
  • Comments
  • Attachments
  • Checklists
  • Task dependencies

4. Statuses

a. Project Insight

Choose from one of the following default Statuses to indicate Task progress in Project Insight:

  • Not Started
  • Started 
  • In-Progress
  • Almost Done
  • Done

Besides these, you can add a column for Percent Complete that lets users indicate progress with percentages the Admin has set in a drop-down. 

b. Workzone

Within the status column, a faded-gray checkbox transforms into a green check mark, indicating the task’s completion.

You can also adjust completion percentages for individual tasks and subtasks to reflect progress. Workzone will use these percentages to calculate overall project progress.

Projects and phases that slip behind schedule are automatically flagged with triangular colorful caution symbols in place of the green check mark. Yellow symbols represent late subtasks, while red symbols represent late summary tasks.

5. Checklists

a. Project Insight

Project Insight doesn’t offer any native checklist feature.

b. Workzone

Each user gets an automatic To-Do List, providing a focused view so you can organize work across projects.

You can sort to-do items by date and customize views for users, groups, and individual or multiple workspaces. It also allows you to update task details directly from the list.

6. Task Templates

a. Project Insight

Task templates exist as part of Project Templates in Project Insight.

You can either craft a Project Template from scratch or save an existing Project as a Template in a folder. This will also save the structure and components of all its Summary (parent) Tasks that make it up.

If you wish to create a Task via a Template, you must access a Project Template and select the particular Task you want to recreate.

 

b. Workzone

Capitalize on past success with time-saving and reusable project or task templates.

Each template can contain the following items:

  • Descriptions
  • Categories
  • Due dates
  • Dependencies
  • Assignees

7. Assignees

a. Project Insight

You can assign an entire Project to team member(s), which will end up assigning them all the Tasks within it too. You could also assign single Tasks to individuals or multiple team members.

b. Workzone

Assign workspaces, documents, tasks, and more to individual team members or groups of people.

8. Priorities

a. Project Insight

While you cannot add Priorities to individual Tasks in Project Insight, you can do this for Projects and Issues.

Choose from the default High, Medium, and Low priority levels for your Projects and Issues. 

b. Workzone

Assign tasks a numerical value ranging from one to ten to indicate their importance or urgency, with one representing the highest priority.

9. Automations

a. Project Insight

Project Insight requires you to get Add-ons to execute Project-level automation. 

b. Workzone

Workzone offers automated To-Do List updates, notifications, and Calendar events.

Set up triggers to receive automatic email alerts for various task activities, such as:

  • Comments
  • Project field updates
  • New tasks
  • Upcoming deadlines
  • Late tasks

You can also create recurring events on a weekly, monthly, or yearly basis in Workzone’s Calendar.

B. Time Management

Time is money for a reason. 

The right software can be the difference between pinching pennies and raking in the big bucks.

Effective project management software offers effortless time management features to help you befriend the clock. 

With the right one, expect to keep all your tasks running as scheduled and meet your deadlines with ease. 

Features to look out for include:

  • Due dates: Communicate expected delivery dates.  
  • Time estimates: Make capacity decisions based on how much time each task or project is expected to take. 
  • Time tracking: Measure productivity with accurate time consumption data for each team member. 

1. Due Dates

a. Project Insight

Project Insight uses an Intelligent Scheduling system to calculate due dates. 

This means that once you set the start date for a Project, Project Insight automatically calculates and sets all start and end dates for Tasks within it.

Additionally, if you add a start date and estimated number of Duration (in workdays) and Work Hours a Task is estimated to take (or allotted), Project Insight adds all due dates automatically. This shifts dynamically as you move around dates and hours for its preceding and succeeding Tasks. 

b. Workzone

Keep on top of task and project deadlines by adding due dates. If you shift the date for any task, the dates for all dependent tasks will move accordingly.

2. Time Estimates

a. Project Insight

Every Project in Project Insight has Target settings you can edit. This page will allow you to update the estimated hours for the Project in the Target Budget Hours field. 

On a Task level, you can add Duration (in workdays) and Work Hours in separate columns of the Work List. 

b. Workzone

If enabled, the work column will provide time estimates for how long tasks will or should take. This feature lets you generate reports comparing the time spent on tasks against budgeted hours.

Additionally, Workzone can calculate new dates and durations if you make changes to any relevant fields.

3. Time Tracking

a. Project Insight

Enter time used per Task by:

  • Directly adding worked hours on a specific Task 
  • Editing a grid containing all Tasks you’ve worked on
  • Starting a Timer on each Task while you work on it 

b. Workzone

Workzone’s native time tracker feature allows you to measure how long specific tasks take and ensure accurate timelines. However, if you want to manually record time, Workzone offers task timesheets so responsible users can input and track hours.

Additionally, you can track projects with or without billable time, meaning you can differentiate between internal and client-related projects.

C. Reporting

What you can’t measure, you can’t improve. 

Reporting and analytics features can help you track real-time progress, monitor key metrics, and sniff out bottlenecks like a detective.  

Armed with these insights, your team can stay ahead of the curve no matter the situation. 

Expect better resource management, superior deadline compliance, and a more focused and decisive team.

Features to look out for include:

  • Goals and milestones: Record targets for the whole team to see and work towards.
  • Dashboards: Visualize data from all corners of the team into a user-friendly, interactive interface.
  • Gantt charts: Keep your plans flexible with Gantt charts that allow you to adjust timelines based on changing resource availability and task completion ratio. 

1. Goals & Milestones

a. Project Insight

Project Insight doesn’t offer any native features for goal tracking.

You can designate a certain Task as Milestones, denoting their importance in the Work List. Project Insight will give Milestone Tasks diamond icons to help them stand out. 

b. Workzone

While Workzone doesn’t have goal tracking, you can use milestones to track key project phases and stay on track. View progress percentages, deliverables, assignees, and critical evaluation points within your project plan.

You can also filter projects to show milestones exclusively, allowing you to share project progress with anyone who doesn’t need in-depth visibility.

2. Dashboards

a. Project Insight

Every Project Insight user can access a central Dashboard that contains their active and upcoming Tasks.

A Project Manager can configure this to include key Project details and customize it to include any information they want to access instantly. These could include Tile components, such as:

  • Approvals
  • Calendars
  • Charts
  • Issues
  • Project Requests
  • Notifications
  • And much more

Users can save a particular layout on these Dashboards, rename them, and share them with others in the team.  

b. Workzone

Workzone dashboard reports provide quick insights into completed or active project and task data. You can visualize this information in donut or bar charts based on workspace, status, or assignee.

Customizable dashboards are an Enterprise-only feature that includes further options like table, donut, bar, column, and line charts.

You can also generate workload reports with metrics like user capacity, user availability, assigned tasks, workload, and utilization, which you can filter by timescale, group, or completion.

3. Gantt Charts

a. Project Insight

To access a Gantt Chart view on your Work List or Project home page, go to the Page Display Options and configure the particular information you wish to display in it.

Once generated, you can adjust Task dates and Milestones, review the Project’s Critical Path, change Dependencies, and more on your Gantt Chart. 

b. Workzone

Workzone’s interactive Gantt charts let you:

  • Build, view, and edit project schedules directly on the timeline
  • View assignees, progress, and task dependencies
  • Drag and drop bars to adjust start and end dates
  • Sort by timescale (Weeks, Months, Quarters, or Years), dates, and priority
  • Draw lines between tasks to create dependencies

D. User Management

Software, features, and other tech things aside, the real heroes of any project are your team members. So make sure to pick the kind of project management software that puts them front and center!

How do you do this?

Look for software that knows what different team members need and helps you deliver the right experience. 

Features to look out for include:

  • User groups: Create internal teams representing various departments, functions, or projects. 
  • Permission levels: Grant different access levels depending on the users’ information requirements and the company’s security concerns. 
  • Guest users: Invite team members from other companies/teams to collaborate with your team without compromising on confidential data. 

1. User Groups

a. Project Insight

Project Insight lets you create the following types of Users:

  • System Administrator Roles:
      • System Administrator
      • User Manager
  • Power User Roles:
      • Company Manager
      • Project Creator
      • PMO Manager
      • Department Manager
      • Project Template Manager
      • Approval Manager
      • Approval Template Manager
      • Issue Manager
      • PTO Manager
      • Expense Report Approver
      • Time/Expense/Invoice Manager
  • Team Member Roles:
    • Project Resource
    • Project Report Viewer
    • Resource allocation Viewer
    • Time/Expense Report Viewer

Besides these, you can create various Resource Types that denote the types of skill sets your Users represent. These could be designers, product managers, content writers, etc.

b. Workzone

In Workzone, Administrators can set up user groups to include a set of team members or individuals outside of your organization. However, you can only assign user groups if every member of the group has access to the task or project.

You can also @mention users with access in messages or comments.

Note: You can only have ten users maximum per project or task.

2. Permission Levels

a. Project Insight

All Project Insight Users have different permission levels depending on:

  • Their User System Role (Ex: System Administrator, Power User, Team Member, etc.)
  • The Communication Settings for the particular item
  • Project Permissions

b. Workzone

Workzone allows you to set different permission levels for team members with five roles: Partner Users, Reviewers, Contributors, Managers, and Administrators.

This lets you:

  • Select Administrators who have full access to everything and control user access.
  • Choose which workspaces users can access and what they can do or access within them.
  • Define user capabilities, including the ability to create, modify, or delete items, documents, tasks, and users.
  • Specify who can view, add, and manage items within folders, documents, calendars, and projects.

3. Guest Users

a. Project Insight

Project Insight does not allow you to share any information from your Workspace with external users nor lets you create guest user profiles.

b. Workzone

The Partner User role is well-suited for external users, because it ensures they can only manage the documents, tasks, attachments, etc. you assign to them.

Managers and Administrators can also create screening rooms in Workzone to provide guests with access to important files.

E. Collaboration

In project management, collaboration and communication are like a ballroom dance — if everyone isn’t in sync, you’re just stepping on each other’s toes!

A project manager should encourage their team to be on the same page regarding everything happening on the project. This could involve regular meetings, periodic status updates, shared checklists, etc. 

But things can get tricky when you add different team structures (remote, hybrid, distributed, etc.). 

The trick is to balance ‘informing everyone’ with ‘over-communicating.’ 

The solution is to forge a shared space where the whole team can contribute without hampering individual productivity. Picking a suitable project management software is the first step toward achieving this goal. 

Features to look for include: 

  • Comments: Simple ways to send feedback or discuss a task or project. 
  • Threads: Keep all relevant comments in a single thread. 
  • Tagging/@mention: Mention a team member on a task, in comments, or in any shared space to notify them. 
  • Sharing tasks: Share tasks with relevant team members for efficient collaboration.
  • File management: Attach and store files, create and annotate documents, etc., for ready access to project documentation. 
  • Notifications: Customize how team members receive notifications.

1. Comments, Threads, & Tagging

a. Project Insight

Add a comment to any of the Tasks you’re working on to communicate with your team members within Project Insight. If you @mention your team members, they’ll be notified too.

 

b. Workzone

You can leave comments on each project task and document. Keep the whole team in the loop with organized, time-stamped logs of all important discussions.

You can @mention users with access to the same item or area you’re typing in.

2. File Management

a. Project Insight

All Tasks in Project Insight allow you to add files as Related Items to any Task. 

b. Workzone

File sharing in Workzone is a seamless and secure process.

Users can easily upload files by dragging and dropping them from their desktop into projects, tasks, or documents. You can also send email alerts for updated files, approvals, or comments.

Furthermore, Workzone allows for precise control over folder or document permissions, ensuring that each individual has access only to the information that is relevant to them.

3. Notifications

a. Project Insight

Project Insight offers a comprehensive list of Notification settings. Among other things, you can set a number of auto-alert options. 

b. Workzone

You can set up a variety of automatic notifications for newly created tasks or to remind users when work is due.

Whenever you assign new tasks to a user, Workzone sends emails to them. Administrators can customize whether or not users receive notifications.

F. Customer Support

Individual users in smaller teams often face a steep learning curve with most project management software. 

In their case, having access to responsive support executives and a wealth of helpful resources can make a significant difference, turning a frustrating experience into a positive one.

However, customer support is just as crucial for larger teams. 

Even if these teams initially received thorough onboarding and training, their needs and use cases tend to evolve over time. Continuous and adaptable customer support becomes essential to address these changing needs effectively.

With adequate customer support, you can:

  • Derive maximum value from the app with the help of professional guidance whenever required
  • Ensure your team is making full use of all the features you’re paying for
  • Learn from case studies of other teams using the same software
  • Expand your use cases with time
  • Learn about the features your team uses the most and avoid spending on those you don’t need
  • Solve minor issues on your end by going through help resources
  • Get hands-on support when you get stuck
  • Keep a record of all your complaints and feedback for the platform to aid future buying decisions
  • Send feedback to the app’s developers so they can design the features you most desire

Features to look for include: 

  • Detailed knowledge bases and documentation to aid DIY solutions to common issues
  • Case studies, templates, guides, and other resources
  • Easy access to resources for all types of users — free or paid
  • Async support executives to cover for the time difference
  • Live agents who can respond via chat or phone 
  • Screenshots and recordings to display how the tool works
  • Translations to resources in other languages, if needed

Project Insight

  • Getting Started Guide: Get started with a few basic videos. 
  • Video Tutorials for Add-ons and Features.
  • Project Insight Community: User-generated content on Project Insight.
  • User Manual: A written manual with detailed explanations of Project Insight features.
  • Dev Tool Kit
  • Developer tools and REST API resource center
  • Request a Feature: Vote on current feature requests or submit a new one. 
  • Webinars and Tutorials
  • Free Live Training Hours: Weekly, live, in-person training with our expert team.
  • Blogs
  • Support: Email, phone

Workzone

  • Product Tour: Guides that walk you through the basics of using Workzone.
  • Knowledge Base: Articles and resources that offer in-depth information and solutions for various aspects of using the product.
  • Resources: Collection of pages, such as FAQs, best practices, webinars, and more.
  • Professional Services: Premium support and hands-on help from the Professional Services team.
  • How-To Videos: Short videos explaining specific features and processes.
  • Customer support: 24/7 Live rep, Chat, Email, Help Desk, Phone.

G. Platforms Supported

Distributed and field teams might not always be armed with laptops or computers. 

But that doesn’t mean productivity has to stop.

With a mobile-friendly project management tool, the workflow keeps humming along, turning those smartphones into mighty workflow tools.

More reason to look into this?

If your company follows a Bring Your Own Device (BYOD) approach, your team members need the freedom to switch between various devices. 

With support for all types of apps, you can:

  • Ensure uniform access irrespective of device type
  • Save on the cost of buying the same types of devices for the whole team
  • Give all team members a chance to log work from anywhere, anytime

Features to look for include: 

  • App support for the latest Mac, Windows, iOS, and Android versions.
  • Maximum coverage for all key features across devices

Project Insight

  • Browser: Firefox, Chrome (Desktop and Android), Safari, Microsoft Edge
  • Desktop: Not available
  • Mobile: iOS, Android

Workzone

  • Browser: Chrome (Desktop and Android), Firefox, Microsoft Edge, Safari
  • Desktop: Mac, Windows, Linux
  • Mobile: N/A

H. Pricing

Whether you have deep pockets or shoestring budgets, there’s project management software out there for every kind of organization. 

But the confusing combination of features and numbers on pricing pages can make it difficult to choose. 

Here are some easy tips for starters.

If you plan on buying the software subscription for just yourself or a small team that’s not likely to grow rapidly anytime soon — stick to the free plan as long as possible. Or pick the cheapest monthly subscription possible. These should cover most of your feature requirements comfortably in most cases. 

However, if you expect to hire rapidly and grow to a sizable number, go for a plan that grows with you — ideally with a per-user rate that doesn’t add up exponentially. 

Finally, most software offers flexible enterprise plans that let you cherry-pick your favorite features into a custom package. If you’re part of such a team, it’s best to contact the sales team and get the best deal possible. 

Project Insight Pricing

Project Insight has the following pricing plans:

  • Free: For up to 3 users only. 1 Custom Field, Unlimited Projects and Task Management, Unlimited Project Templates, Unlimited Views, and more core features.
  • Pro ($9 per user/per month): Unlimited Users, 5 Custom Fields, everything in the Free plan + advanced features such as Budgeting and Costing, Work Timers, Timesheets, and more.  
  • Business ($19 per user/per month): Unlimited Users, 15 Custom Fields, 3 custom items, everything in the Pro plan + advanced features such as Invoice Records and Billing, QuickBooks Online Integration, Portfolio Management, and more.
  • Enterprise (contact for a quote): Unlimited Users, 100 Custom Fields, everything in the Business plan + advanced features such as Cross-project Dependencies, Resource and Capacity Management, Critical Path Tools, and more.

You can try all but the Enterprise plan for free.

Workzone Pricing

Workzone has the following pricing plans:

  • Team ($24/user/month): Unlimited project and task management, 100GB storage, advanced reporting, and more.
  • Professional ($34/user/month): Everything in Team plus 150GB storage, custom project intake forms, enhanced time-tracking controls, and more.
  • Enterprise (Contact sales for pricing): Everything in Professional plus single sign-on (SSO), public access forms, advanced reporting, custom project and task fields, and more.

Note: Contact the sales team for a demo or free trial.

I. Best Suited To

Picking the right project management tool is like finding the perfect pair of shoes. They must be a snug fit but also leave you some wiggle room to get comfortable! 

In other words, the tool you pick must fit all your current needs and grow alongside your future requirements, too. 

So make sure you’ve covered all bases in your research when picking project management software for your team. 

One way to do this is to check what types of teams your choice serves best. 

For instance, what works for a small software development team might not suit a large marketing agency. 

When hunting for a PM solution, it’s vital to match the tool’s features and use cases with your team’s workflow. Tailor your search to find a tool with all the necessary features to manage your tasks and boost productivity.

Project Insight Verdict

Project Insight prides itself on offering a platform that aligns with the essential project management principles. 

And rightly so.

With features like Intelligent Scheduling, thorough capacity management, and nuanced levels of permissions for each user, Project Insight indeed puts its best foot forward in the project management game.

Busy project managers, especially in bigger teams, will relish the extremely customizable Page Display Options and its bulk edits functionality.

What you might miss, though, is a slightly easier, more visual interface.

New users, especially those without a background in project management, could be put off by Project Insight’s complexity.

For example, while the Work List can be customized, it could benefit from a few standard (default) views that users can deploy from the get-go.

Additionally, Intelligent Scheduling doesn’t let users manually set timelines for their own Tasks without changing the entire project’s timeline. This works out great for project managers who need complete oversight and control of the Work List but may feel restrictive to team members working on smaller Tasks.

However, if your project has complex (and hyper-specific) requirements, Project Insight’s steep learning curve may be worth the ride!

Workzone Verdict

Workzone is a robust platform that caters to a wide range of teams, particularly small and medium-sized businesses. Its feature-rich paid plans offer comprehensive solutions for effective project management.

Balancing sophistication with simplicity, Workzone offers user-friendly and intuitive features like personalized to-do lists, precise time estimates, and efficient time tracking.

Additionally, Workzone’s real-time status alerts and in-depth workload reports are ideal for users who require advanced automations and analytics. With several visualization methods, this tool is a solid choice for handling complex projects, streamlining workflows, and promoting effective communication across departments.

That said, it’s worth noting that Workzone is strictly a web-based tool and doesn’t currently offer a dedicated mobile app. This lack of mobile support may hinder productivity for companies seeking a seamless workflow across devices.

Although geared primarily toward SMEs, Workzone doesn’t provide a free plan that you would expect for smaller teams. Furthermore, it limits views and lacks custom dashboards and fields, which are Enterprise-exclusive features.

Altogether, Workzone is user-friendly and adaptable, catering to teams with varying levels of experience. While it has its limitations, its overall simplicity and functionality still make it a valuable choice for many organizations.