Our Plans

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

ORANGE

For individuals, small teams that need to create efficient project plans confidently.

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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 online.

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


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

ORANGE

Individuals and small teams

Request Pricing

PURPLE

Small to medium businesses

Request Pricing

GREEN

Medium to large organisations

Request Pricing

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