Insight Plans

Find the edition of Counterpart Insight™ that best suits your business needs

ORANGE

For individuals and small businesses that need a work management platform to collaborate efficiently on project plans.

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PURPLE

For small to medium businesses that need an effective work management platform to handle multiple initiatives.

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GREEN

For medium to large organisations that need to take control of everything in real time, effectively and securely.

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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
Business integrated reporting Optional Optional
Bespoke reports Optional Optional Optional
Program & Portfolio Management
Capture ideas and initiatives
Configurable project methodologies
Visual Kanban planning
Risk and issue management
Program & portfolio viewer
Pipeline planner
Portfolio budget management Optional
Portfolio pipeline management Optional
Thresholds management Optional
Resource & Time Management
Agile visual planning
Task planning
Kanban workload management
Resource availability calendar
AI resource scheduling
AI task scheduling & notification
Dynamic task updates
Powerful capacity & resource planning
Powerful resource tracking
Dynamic resource calendar
Track non-project requests Optional
Active timecards capability Optional
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
Budget & Financial Management
Budget forescasting
Multi-currency
Strategic Initiative Management
Agile visual planning
User configurable dashboards
Capture ideas and initiatives
Risk & issue management
Align initiatives to strategy
Create bespoke KPIs and metrics
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
Configurable project methodologies
Risk & issue management
AI based resource scheduling
Create bespoke KPIs and metrics
Enterprise project management
Project Threshold Management Optional
Collaboration & Document Management
Real-time collaboration
Client Colaboration
Dynamic tasks updates
Centralised Document Management
Dynamic resource calendar
Office 365 intergration
MS Teams Task Management
Office 365 Calendar Sync
MS Teams Collaboration
MS Teams Meetings
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
Single Sign-On Optional Optional
Budget & Financial Management
Budget forecasting
Financial progress tracking
Financial Reporting
Multi Currency Support & Conversion
Financial KPIs and Metrics alerts
Configurable Finance dashboards
Globalisation
Utilise anywhere
3rd Party Client Access
Multi Currency Support & Conversion
Multi Language Support Optional Optional

Plans are based on per user per month pricing, on an annual subscription

Explore roles

Counterpart Insight™ is a Work Management platform designed to meet the needs of different roles within your organisation. Explore how our solution benefits the various roles in your industry.