For individuals and small teams that aim to collaboratively create efficient project plans confidently.
Request PricingFor small to medium businesses that need an effective work management platform to handle multiple initiatives.
Request PricingFor medium to large organisations that need to take control of everything in real time, effectively and securely.
Request Pricing| 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
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.
Achieve your business goals with Counterpart Insight! Our software solutions optimise operations, increase efficiency and reduce costs, empowering you to reach new heights.
Book a demo and see how Counterpart Insight can revolutionise the way you do business.
