Plan Options
Turn projects and initiatives into drivers for business success
Find the edition of Counterpart Insight™ that best suits your business needs
Essentials
Start Managing Projects
Project Pipeline
Resource Management
Basic and Advanced Budgeting
Metrics and KPIs
Customized Dashboards
Project Templates
Kanban Boards
Most Popular
Professional
Optimise Management of Resources
Full project planning & collaboration
Project Pipeline
Resource Management
Basic and Advanced Budgeting
Metrics and KPIs
Customized Dashboards
Project Templates
Kanban Boards
Enterprise
Extend Performance with
Analytics & Automation
Resource Availability Calendar
Scheduling Assistant
Resource Reservations
Project Thresholds
Power BI Integration
Active Directory Integration
| Features | ORANGE | PURPLE | GREEN |
| Reporting & KPIs |  |  |  |
| Create bespoke KPIs and metrics |  |  |  |
| Executive dashboards | | | |
| Dynamic risk & issue reporting | | | |
| User configurable widgets | | | |
| User configurable 'one page' reports | | | |
| User configurable dashboards | | | |
| AI project progress reporting | | | |
| AI portfolio & program status reporting | | | |
| Programme & Portfolio Management | |  | |
| Visual Kanban planning | | | |
| Risk and Issue management | | | |
| Programme & Portfolio viewer | | | |
| Pipeline planner | | | |
| Capture ideas and initiatives | | | |
| Configurable project methodologies | | | |
| Portfolio budget management | Optional | | |
| Portfolio pipeline management | Optional | | |
| Thresholds management | Optional | | |
| Resource & Time Management | | | |
| Agile visual planning | | | |
| Task planning with resource availability | | | |
| Kanban workload management | | | |
| AI based resource scheduling | | | |
| Dynamic task updates | | | |
| Powerful capacity & resource planning | | | |
| Powerful resource tracking | | | |
| Dynamic resource calendar | | | |
| Track non-project work | Optional | | |
| Active timecards capability | Optional | | |
| AI based resource allocation | | ||
| Key resource reservation | | ||
| Goal Management | | | |
| Risk management | | | |
| Issue management | | | |
| Align initiatives to business goals | | | |
| Workload management | | | |
| Visual workload management | | | |
| Identify metrics and KPIs for goals | | | |
| Configurable 'heads-up' displays | | | |
| Strategic Initiative Management | | | |
| Agile visual planning | | | |
| User configurable dashboards | | | |
| Risk & Issue management | | | |
| Align initiatives to strategy | | | |
| Create bespoke KPIs and metrics | | | |
| Capture ideas and initiatives | | | |
| Strategic planning | | | |
| Powerful decision matrix | | | |
| Project size based workflows | | | |
| Project Management | | | |
| Dynamic task updates & notifications | | | |
| Centralised document storage | | | |
| Lite project management | | | |
| Powerful resource tracker | | | |
| Powerful planning and task management | | | |
| Capture & track project financials | | | |
| Risk & Issue management | | | |
| Create bespoke KPIs and metrics | | | |
| Enterprise project management | | | |
| Configurable project methodologies | | | |
| Project threshold management | Optional | | |
| AI based resource scheduling | Optional | | |
| Collaboration & Document Management | | | |
| In-app real time collaboration | | | |
| Client collaboration | | | |
| Dynamic tasks updates | | | |
| Centralised document management | | | |
| Dynamic resource calendar | | | |
| Microsoft Teams integration | | | |
| Microsoft 365 integration | | | |
| Governance & Security | | | |
| Library of project templates | | | |
| User defined approvals workflow | | | |
| Role based security RBAC | | | |
| ISO & SOC compliant platform | | | |
| Project size based workflows | | | |
| Powerful decision matrix | | | |
| Budget & Financial Management | | | |
| Budget forecasting across portfolios | | | |
| Financial tracking across organisation | | | |
| Organisation-wide financial reporting | | | |
| Financial KPIs and metrics alerts | | | |
| Multi currency support & conversion | | | |
| Configurable finance dashboards | | | |
| Globalisation | | | |
| Utilise anywhere | | | |
| 3rd party client access | | | |
| Multi currency support & conversion | | | |
| Optional Extras | |||
| Bespoke reports | Optional | Optional | Optional |
| Single sign-on | Optional | Optional | |
| Integrated power BI business reporting | Optional | Optional | |
| Multi language support | Optional | Optional |