For finance
For delivery
Achieve real-time project visibility with role-based dashboards
The project insights application provides software services firms with ready, role-based dashboards for project managers and their teams. Track progress, utilization, and margins in real time, and take corrective action before delays or overruns occur. All of this is accessible inside Microsoft Teams, web, and mobile.
Overcome these delivery-linked challenges with project insights
Disjointed planning, manual task updates, unclear ownership, and isolated financials lead to cost overruns and delivery chaos. Without real-time coordination, even great teams lose sight of what’s next or what’s at risk.
Project tracking is fragmented across different point solutions, making it difficult to assess real-time status across multiple portfolios
Financials are isolated from delivery metrics, delaying revenue recognition and margin visibility
Resource utilization is unclear, leading to missed planning and capacity misalignment
Delivery risks often go unnoticed until milestones or margins are already impacted
Track project status, resources, and financials with project insights
project insights gives delivery teams the visibility they need to manage and deliver with confidence. Ready, role-based dashboards provide portfolio and project managers real-time insight into status, resource usage, and financial performance. With intuitive drill-through reports, teams can move from big picture to detail quickly driving consistent, data-led decisions across every project. Track project progress across tasks, milestones, and deliverables:
- Monitor key delivery, resource, and financial KPIs with real-time updates and drill-throughs
- Gain visibility into WIP, utilization, margins, billing status, and variance at completion
Core features for driving real-time project visibility and performance
The project insights app provides a ready role-based dashboards for portfolio and project managers and resourcing teams to monitor project status. With configurable dashboards, slicers, drill-downs, and AI copilots, it transforms project data into decisions helping you stay ahead of risks, delays, and revenue gaps.
Use real-time project visibility to prevent slippage and schedule risks
Track project progress with live updates on effort and estimates, milestones, and project risk. The project insights app helps teams focus attention where it matters most across all active projects.
- Visualize top 10 projects by risk, overrun, Estimate At Completion (EAC), or nearing completion
- Track key KPIs like Cost Performance Index (CPI), Schedule Performance Index (SPI), margin at risk, and remaining effort
- Drill through to project schedules, milestone status, and weekly progress metrics
Identify underutilized resources before they impact margins
Make smarter staffing decisions with visibility into how teams are being deployed and where time is lost. The project insights app supports workforce planning by exposing chargeability, skill utilization, and potential overload.
- Analyze chargeable vs non-chargeable hours by resource, project, or department
- Spot underutilized or overloaded teams based on logged vs planned hours
- Filter by role, business unit, or engagement type to uncover patterns
Link budget, cost, and revenue data to project performance
The project insights application connects budget, cost, and revenue data to real-time delivery status so project managers and billing teams can detect gaps, validate margins, and drive forecasting with confidence.
- Compare planned vs actual revenue and cost across projects or portfolios
- Track posted vs unposted hours and billing to catch revenue leakage
- View gross margin, variance at completion (VAC), and forecasted profitability
Move from portfolio metrics to project-level detail in one click
Every number in project insights is one click away from its source. With drill-throughs and slicers built into every view, teams can move from high-level metrics to granular explanations in seconds.
- Use filters to slice by project ID, date, client, resource, or status
- Explore detailed timesheet logs, project sub-status, and resource-level breakdowns
- Analyze project progress alongside financial and effort metrics no exports needed
Use risk indicators to intervene before milestones or margins slip
From timeline delays to billing slowdowns, project insights helps surface hidden risks across delivery and operations. Teams can intervene early before margins slip or milestones are missed.
- Highlight variance between planned and actual effort Estimate to Complete (ETC) vs Estimate at Completion (EAC)
- Track non-chargeable time, delayed schedules, or stalled deliverables
- View exception trends across all projects and trigger alerts for review
Get answers about projects instantly in Teams through copilots within evergreen
copilots within evergreen operate directly in Microsoft Teams, giving users instant access to project data without toggling between tools. Ask questions, review insights, or trigger actions in the flow of work.
- Ask “Which projects are atin risk of overrun?” or “Show variance at completion by portfolio”
- Get AI-generated summaries of delivery health, margin variance, or resource bottlenecks
- Pull reports, explore drill-downs, or escalate risks directly from Teams chat
Get started with viewing your project data
Whether you’re reviewing progress or analyzing project financials, project insights helps you monitor what matters in just a few simple steps.
- Step 1
Access project insights to instantly gain real-time project visibility through Microsoft Teams or Power BI; view role-specific dashboards that monitor every project KPI.
- Step 2
Use filters and drill-throughs to explore project-level trends from budget vs actuals to non-chargeable hours and revenue per resource.
- Step 3
Utilize copilots to ask follow-up questions, investigate flagged risks, or pull reports directly from the data.
Built to benefit delivery teams and your critical functions
The project insights application delivers role-based delivery and financial insights, helping every team stay coordinated, accountable, and on track to hit project goals. These are the teams that benefit from real-time project visibility delivered by project insights:
Project managers
Track KPIs, allocate resources efficiently, and flag at-risk projects with intuitive dashboards and real-time insights.
Finance teams
Monitor budgets vs actuals, forecast costs, and manage revenue recognition all within a unified financial workspace.
HR and resource teams
Gain visibility into resource utilization, logged hours, and chargeability across projects to support smarter workforce planning and capacity decisions.
Sales and client leads
Share project progress with clients, generate tailored reports, and identify new revenue opportunities with delivery-linked data.
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evergreen and empower: Built to work together on your Microsoft tenant
evergreen provides the operational and financial foundation for software services firms, connecting client onboarding, project setup, resource planning, delivery activity, and financial data in one governed system.
empower is the decision intelligence layer that sits above systems of record, including evergreen or other platforms already used by the firm. It interprets operational data, applies services-specific context, and uses AI agents and copilots to guide decisions across the project lifecycle.
Because insights are grounded in real firm data, project leaders, finance teams, and operations leaders can detect onboarding delays earlier, monitor project readiness signals, and act quickly to ensure projects become delivery-ready, billing-ready, and compliant from the start.
FAQs
What is project insights used for?
project insights is used to monitor project performance across delivery, resource utilization, and financial outcomes. It helps teams gain real-time project visibility, identify risks, and drive better decision-making using dashboards, filters, and empower copilots.
How does project insights improve delivery control?
It provides live visibility into project progress, resource deployment, and timeline risks. This real-time project visibility helps teams identify issues early and take action before delays or margin impacts occur.
Can I track financials like budgets and revenue?
Yes. empower project integrates with empower finance and evergreen to track budgets, recognized revenue, margins, and change orders.
Copilots within evergreen assist in project management?
Copilots analyze past delivery data to recommend task sequences, detect risks early, suggest resource reallocations, and keep your project moving forward.
Can project insights handle multi-phase or long-term projects?
Yes. empower project supports long timelines, multi-phase delivery, and complex engagements with drill-downs, KPI tracking, and resource analysis across all project types.