# Best Project and Portfolio Management Software with Portfolio Mix Capabilities

## How Many Project and Portfolio Management Software Products Does G2 Track?

**Total Products under this Category:** 155

### Category Stats (Jul 2026)

- **Average Rating:** 4.32/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Planisware Orchestra (+4.17%) - Among all products in this category, Planisware Orchestra recorded the largest rating increase compared to last month

_Last updated: July 27, 2026_

## How Does G2 Rank Project and Portfolio Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 69,700+ Authentic Reviews
- 155+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Project and Portfolio Management Software
 ![G2 Grid® for Project and Portfolio Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/project-and-portfolio-management/grids.png?focus%5B%5D=530&focus%5B%5D=25675&focus%5B%5D=16194&focus%5B%5D=931&focus%5B%5D=5087&focus%5B%5D=152660&focus%5B%5D=27036&focus%5B%5D=1045)

Highlighted products: Smartsheet, ClickUp, monday AI Work Platform, Quickbase, Celoxis, ServiceNow Strategic Portfolio Management, Hive, and Oracle Primavera.

Underlying data: [Grid® JSON](https://www.g2.com/categories/project-and-portfolio-management/grids.json?focus%5B%5D=smartsheet&focus%5B%5D=clickup&focus%5B%5D=monday-com&focus%5B%5D=quickbase&focus%5B%5D=celoxis&focus%5B%5D=servicenow-strategic-portfolio-management&focus%5B%5D=hive-hive-hive&focus%5B%5D=oracle-primavera)

**Sponsored**

### Wrike

Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. Teams use Wrike to track work progress, assign tasks, set deadlines, and facilitate communication, eliminating silos and fostering a culture of transparency and accountability that is crucial for successful delivery. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Teams can build and automate tailored workflows that reflect their unique processes, visualize timelines through Gantt charts and Kanban boards, and integrate seamlessly with tools like Slack, Google Drive, and Microsoft Teams. Wrike's MCP server extends this further, allowing AI assistants to connect directly to the platform where execution actually happens so AI-driven actions become part of the auditable record of how work gets done, not disconnected outputs living outside the system. And powered by the Wrike Work Intelligence® Graph, the platform gives AI the structured context it needs to act reliably inside the same roles, permissions, and access controls as your people. The result goes far beyond task management. Wrike reduces time spent on administrative work, scales alongside growing organizations, and gives teams the governed foundation they need to put AI to work on their most consequential workflows without losing control. With more than 20,000 organizations worldwide, including Siemens, Walmart, NVIDIA, and The Estée Lauder Companies, trusting Wrike to deliver their most important work, the platform has earned its place as a reliable partner for organizations to deliver without doubt

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1431&secure%5Bchosen_at%5D=2026-07-29T21%3A08%3A47Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1382&secure%5Bresource_id%5D=1431&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproject-and-portfolio-management%2Ff%2Fportfolio-mix&secure%5Btoken%5D=d1445731aa8e19114f1640df113902b6fb815bb5ee9fe3769fe31b6965b9e3ff&secure%5Burl%5D=https%3A%2F%2Fwww.wrike.com%2Fuse-cases%2Fproject-portfolio-management%2F%3Futm_medium%3Dcpc%26utm_campaign%3Dg2_paid%26utm_source%3Dg2crowd%26utm_content%3Dpmo&secure%5Burl_type%5D=paid_promos)

### [Celoxis](https://www.g2.com/products/celoxis/reviews)

Celoxis is an all-in-one project management tool with deep, built-in capabilities for projects, resources, financials, and processes. Everything works out of the box, no add-ons or automations needed. Our reports and dashboards are the best in the industry, fully customizable and easy to use. Getting started is easy, our experts set everything up with your workflows and data and walk you through exactly how it works. Zero risk. Zero stress. Just results. Yes, and unlike others, it stays fast as your data grows.

**Average Rating:** 4.6/5.0

**Total Reviews:** 497

#### How Do G2 Users Rate Celoxis?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10)
- **Optimization:** 9.0/10 (Category avg: 8.4/10)
- **Alignment:** 9.1/10 (Category avg: 8.5/10)
- **Performance:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Celoxis?

- **Seller:** [Celoxis](https://www.g2.com/sellers/celoxis)
- **Year Founded:** 2001
- **HQ Location:** Pune, India
- **Twitter:** @celoxis  
17,125 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=257fcd4fe2da310149a604aec597b92b0cec1335b86d4a34a290090450bc72ca&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2506502%2F&secure%5Burl_type%5D=linkedin_company_website)  
63 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Software Engineer, Project Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 51% Medium, 36% Small

#### What Do G2 Reviewers Say About Celoxis?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Celoxis to significantly improve **project management efficiency** by centralizing planning, tracking, and reporting seamlessly.
- Users appreciate the **project tracking capabilities** of Celoxis, enabling seamless management and visibility of all project aspects.
- Users value the **ease of use** in Celoxis, facilitating seamless project management with all essential features in one place.
- Users value the **effective time tracking** features of Celoxis, enhancing project visibility and resource management.
- Users appreciate the **customizable dashboards** of Celoxis, enhancing project tracking and visibility for effective management.

##### Cons

- Users find the **steep learning curve** of Celoxis challenging, requiring significant time and patience for mastery.
- Users find the **steep learning curve** of Celoxis challenging, especially when navigating its complex features and customization options.
- Users find Celoxis to have a **non-intuitive interface** that complicates navigation and overwhelms new users.
- Users find the **beginner difficulty** challenging due to the heavy interface and steep learning curve, requiring additional training.
- Users find Celoxis' **complex UI** overwhelming and cluttered, leading to a steep learning curve for newcomers.

#### What Are Recent G2 Reviews of Celoxis?

**["Celoxis Unifies Resource Workloads and Real-Time Project Financials"](https://www.g2.com/survey_responses/celoxis-review-13066275)**

**Rating:** 4.0/5.0 stars

_— Krishna K._

[Read full review](https://www.g2.com/survey_responses/celoxis-review-13066275)

**["A reliable project management platform for growing team"](https://www.g2.com/survey_responses/celoxis-review-13127149)**

**Rating:** 5.0/5.0 stars

_— Pratyansh C._

[Read full review](https://www.g2.com/survey_responses/celoxis-review-13127149)

#### What Are G2 Users Discussing About Celoxis?

- [How has Celoxis transformed your project management approach, and what do you like most about it?](https://www.g2.com/discussions/how-has-celoxis-transformed-your-project-management-approach-and-what-do-you-like-most-about-it) - 3 comments, 4 upvotes
- [What is Celoxis used for?](https://www.g2.com/discussions/what-is-celoxis-used-for) - 2 comments, 2 upvotes
- [What is clarizen software?](https://www.g2.com/discussions/celoxis-what-is-clarizen-software)
- [Which software is best for project management?](https://www.g2.com/discussions/which-software-is-best-for-project-management)
- [How do you use Celoxis?](https://www.g2.com/discussions/how-do-you-use-celoxis)

### [Oracle Primavera](https://www.g2.com/products/oracle-primavera/reviews)

For more than 30 years, successful projects around the world have relied on Oracle Construction and Engineering's Primavera solutions to plan, build, and operate critical assets. It is the only solution that integrates project and portfolio planning and delivery teams for planning, resourcing, risk mitigation, scheduling, and program management. Manage projects of any size. Robust and easy-to-use. Key Benefits - Cloud-based, delivering fast time to value - One platform for planning, prioritizing, executing, and monitoring projects and programs - Optimization and oversight of capital spend to maximize return and align with strategies - Enhanced risk mitigation; better visibility of project and portfolio health - Comprehensive, integrated planning - critical path method (CPM) and Lean scheduling, plus upstream portfolio planning and downstream risk mitigation - Total resource management – maintain optimal staffing levels to improve delivery efficiency - Collaboration and control across teams – drive efficiency and quality, reduce waste - Connect teams with access from any device, create and update activities and tasks, and view portfolios and files with offline support - Risk mitigation – avoid delays and cost overruns

**Average Rating:** 4.4/5.0

**Total Reviews:** 344

#### How Do G2 Users Rate Oracle Primavera?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10)
- **Optimization:** 8.4/10 (Category avg: 8.4/10)
- **Alignment:** 8.2/10 (Category avg: 8.5/10)
- **Performance:** 8.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle Primavera?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Who Uses This:** Planning Engineer, Project Manager
- **Top Industries:** Construction, Oil & Energy
- **Company Size:** 38% Medium, 38% Large

#### What Do G2 Reviewers Say About Oracle Primavera?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Oracle Primavera's **project management capabilities** crucial for organizing and tracking large, high-stakes projects effectively.
- Users value the **centralization** of Oracle Primavera, effectively managing large, high-stakes projects with ease and organization.
- Users appreciate the **comprehensive coverage** of Oracle Primavera, facilitating effective project management from start to finish.
- Users value the **comprehensive features** of Oracle Primavera that streamline project planning, scheduling, execution, and monitoring.
- Users find Oracle Primavera essential for **keeping projects organized** and on track, especially in high-stakes situations.

##### Cons

- Users face a **complex setup** with a steep learning curve and an outdated interface, hindering user experience.
- Users find Oracle Primavera **costly** , with extensive features that may overwhelm smaller or simpler projects.
- Users find Oracle Primavera **expensive** and believe its features may overwhelm smaller projects or simpler needs.
- Users find the **limited features** of Oracle Primavera insufficient for straightforward project needs.
- Users find the **limited functionality** of Oracle Primavera excessive for small or straightforward projects, making it costly.

#### What Are Recent G2 Reviews of Oracle Primavera?

**["Promising Tool with Scope for Enhancements"](https://www.g2.com/survey_responses/oracle-primavera-review-12906556)**

**Rating:** 4.5/5.0 stars

_— Valli K._

[Read full review](https://www.g2.com/survey_responses/oracle-primavera-review-12906556)

**["Powerful Project Planning and Scheduling for Large-Scale Projects"](https://www.g2.com/survey_responses/oracle-primavera-review-13109116)**

**Rating:** 4.0/5.0 stars

_— Verified User in Utilities_

[Read full review](https://www.g2.com/survey_responses/oracle-primavera-review-13109116)

#### What Are G2 Users Discussing About Oracle Primavera?

- [What is Oracle Primavera used for?](https://www.g2.com/discussions/oracle-primavera-what-is-oracle-primavera-used-for) - 1 comment
- [Is Primavera better than Microsoft Project?](https://www.g2.com/discussions/is-primavera-better-than-microsoft-project)
- [What are the features and applications of Primavera?](https://www.g2.com/discussions/what-are-the-features-and-applications-of-primavera) - 1 comment
- [What is Primavera p6 software used for?](https://www.g2.com/discussions/what-is-primavera-p6-software-used-for) - 1 comment
- [What is Oracle Primavera used for?](https://www.g2.com/discussions/what-is-oracle-primavera-used-for) - 1 comment

### [Scoro](https://www.g2.com/products/scoro/reviews)

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale.

**Average Rating:** 4.5/5.0

**Total Reviews:** 487

#### How Do G2 Users Rate Scoro?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10)
- **Optimization:** 8.6/10 (Category avg: 8.4/10)
- **Alignment:** 8.5/10 (Category avg: 8.5/10)
- **Performance:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Scoro?

- **Seller:** [Scoro](https://www.g2.com/sellers/scoro)
- **Company Website:** www.scoro.com
- **Year Founded:** 2013
- **HQ Location:** London
- **Twitter:** @ScoroSoftware  
8,204 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c4b840044faa6933148653c2e176735de9e60141f0ee535ec0459b789766380c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F294623%2F&secure%5Burl_type%5D=linkedin_company_website)  
143 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 66% Small, 25% Medium

#### What Do G2 Reviewers Say About Scoro?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Scoro, benefiting from its streamlined all-in-one platform for various tasks.
- Users value Scoro for its **integrated project management capabilities** , simplifying task tracking and business conversations significantly.
- Users value the **comprehensive project tracking** in Scoro, enhancing management and profitability for their campaigns.
- Users value the **efficient time tracking** feature of Scoro, enhancing productivity without adding complexity.
- Users find the **task management features** of Scoro invaluable for integrating projects, budgets, and workflows in one platform.

##### Cons

- Users find the **learning curve** challenging due to complexity and rigidity, impacting workflow efficiency during setup.
- Users find Scoro's interface **not intuitive** , especially for tasks like creating PTO days and using the mobile app.
- Users note the **missing features** in Scoro's mobile version and some integrations that limit functionality.
- Users experience a **steep learning curve** with Scoro, challenging for new users due to its complexity and usability issues.
- Users find Scoro's **complexity** necessitates extensive training, hindering the initial user experience despite its robust features.

#### What Are Recent G2 Reviews of Scoro?

**["Subtasks and dependencies made cross-functional delivery planning much easier"](https://www.g2.com/survey_responses/scoro-review-13115286)**

**Rating:** 5.0/5.0 stars

_— Yaroslav B._

[Read full review](https://www.g2.com/survey_responses/scoro-review-13115286)

**["Absolutely essential for time and team management"](https://www.g2.com/survey_responses/scoro-review-4620988)**

**Rating:** 4.5/5.0 stars

_— Anna-Kaisa R._

[Read full review](https://www.g2.com/survey_responses/scoro-review-4620988)

#### What Are G2 Users Discussing About Scoro?

- [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for)
- [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide)
- [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project)
- [How much does Scoro cost?](https://www.g2.com/discussions/how-much-does-scoro-cost)
- [What are some unique features of project management software?](https://www.g2.com/discussions/scoro-what-are-some-unique-features-of-project-management-software)

### [Oracle EBS Projects](https://www.g2.com/products/oracle-ebs-projects/reviews)

Oracle EBS Projects applications supports the full lifecycle of project and portfolio management with a single, accurate view of all project-related activities.

**Average Rating:** 3.7/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Oracle EBS Projects?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)
- **Optimization:** 7.1/10 (Category avg: 8.4/10)
- **Alignment:** 7.5/10 (Category avg: 8.5/10)
- **Performance:** 7.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle EBS Projects?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Company Size:** 75% Large, 30% Medium

#### What Are Recent G2 Reviews of Oracle EBS Projects?

**["Solid Product - is meeting our needs"](https://www.g2.com/survey_responses/oracle-ebs-projects-review-7233229)**

**Rating:** 4.0/5.0 stars

_— Jon L._

[Read full review](https://www.g2.com/survey_responses/oracle-ebs-projects-review-7233229)

**["Oracle EBS review 5Years"](https://www.g2.com/survey_responses/oracle-ebs-projects-review-6846048)**

**Rating:** 4.0/5.0 stars

_— Rakesh R._

[Read full review](https://www.g2.com/survey_responses/oracle-ebs-projects-review-6846048)

#### What Are G2 Users Discussing About Oracle EBS Projects?

- [What are the modules in Oracle EBS?](https://www.g2.com/discussions/oracle-ebs-projects-what-are-the-modules-in-oracle-ebs)
- [What is Oracle Projects module?](https://www.g2.com/discussions/what-is-oracle-projects-module)
- [What is EBS project?](https://www.g2.com/discussions/what-is-ebs-project)
- [Does Oracle have project management software?](https://www.g2.com/discussions/does-oracle-have-project-management-software) - 1 comment

### [TeamDynamix IT Service Management](https://www.g2.com/products/teamdynamix-it-service-management/reviews)

TeamDynamix is a no-code AI-powered ITSM/ESM platform with AI-native automation, virtual support agents, and enterprise-wide integration. Deflect 30-60% of tickets, resolve tickets 40-90% faster, eliminate 2-3 months of manual tasks, and reduce overhead.

**Average Rating:** 4.5/5.0

**Total Reviews:** 100

#### How Do G2 Users Rate TeamDynamix IT Service Management?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.1/10)
- **Optimization:** 7.8/10 (Category avg: 8.4/10)
- **Alignment:** 7.2/10 (Category avg: 8.5/10)
- **Performance:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind TeamDynamix IT Service Management?

- **Seller:** [TeamDynamix](https://www.g2.com/sellers/teamdynamix)
- **Year Founded:** 2001
- **HQ Location:** Columbus, Ohio
- **Twitter:** @TDXBuzz  
1,049 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8249b19ee2fd233d1852e01c26a849abcf782b644eeea69d2cac29a5a3a13a3c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1494030%2F&secure%5Burl_type%5D=linkedin_company_website)  
166 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Higher Education, Education Management
- **Company Size:** 46% Medium, 45% Large

#### What Are Recent G2 Reviews of TeamDynamix IT Service Management?

**["Reliable Web-Based SaaS with Strong Workflows, Integrations, and Helpful AI Features"](https://www.g2.com/survey_responses/teamdynamix-it-service-management-review-12915982)**

**Rating:** 5.0/5.0 stars

_— Kevin M._

[Read full review](https://www.g2.com/survey_responses/teamdynamix-it-service-management-review-12915982)

**["Highly Configurable Service Desk That Keeps IT Operations Connected"](https://www.g2.com/survey_responses/teamdynamix-it-service-management-review-12913261)**

**Rating:** 5.0/5.0 stars

_— Robert C._

[Read full review](https://www.g2.com/survey_responses/teamdynamix-it-service-management-review-12913261)

#### What Are G2 Users Discussing About TeamDynamix IT Service Management?

- [What is TeamDynamix IT Service Management used for?](https://www.g2.com/discussions/what-is-teamdynamix-it-service-management-used-for)
- [What does Teamdynamix do?](https://www.g2.com/discussions/what-does-teamdynamix-do)
- [How do you manage a project portfolio?](https://www.g2.com/discussions/how-do-you-manage-a-project-portfolio)
- [What is Team dynamics software?](https://www.g2.com/discussions/what-is-team-dynamics-software)
- [Does TeamDynamix have an app?](https://www.g2.com/discussions/does-teamdynamix-have-an-app)

### [Meisterplan](https://www.g2.com/products/meisterplan/reviews)

Meisterplan is a lean and visual project portfolio management software focused on planning resources beyond the short-term. It enables you to reliably deliver on your commitments by guaranteeing optimal resource utilization in line with your priorities. With Meisterplan, you can • Raise your perspective to the portfolio level to get an overview of all projects, bringing in relevant data from any tool your teams are already using. • Add future resource needs with just minimal detail, giving you the right amount of information for confident decisions without unnecessary effort. • Use the most intuitive what-if scenario planning, where you can explore plan alternatives and find the best way forward based on actual resource availability.

**Average Rating:** 4.7/5.0

**Total Reviews:** 26

#### How Do G2 Users Rate Meisterplan?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10)
- **Optimization:** 8.6/10 (Category avg: 8.4/10)
- **Alignment:** 7.1/10 (Category avg: 8.5/10)
- **Performance:** 7.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Meisterplan?

- **Seller:** [Meisterplan](https://www.g2.com/sellers/meisterplan)
- **Year Founded:** 1999
- **HQ Location:** Seattle, Washington
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a0fca1a99f45bf545cfbedeee54938670eddee52ee1047866a2b49011f72832&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18462500%2F&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 44% Medium, 37% Small

#### What Do G2 Reviewers Say About Meisterplan?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Meisterplan, appreciating its drag-and-drop features and quick setup.
- Users find Meisterplan's **ease of use and visibility** to be invaluable for managing projects and resources effectively.
- Users commend the **exceptional customer support** from Meisterplan, enhancing their experience and tool functionality.
- Users value the **customizable fields** in Meisterplan, enhancing their ability to tailor solutions to their business needs.
- Users find the **dashboard features** of Meisterplan essential for managing resources and improving project visibility.

##### Cons

- Users find the **data import limitations** frustrating, making integration and project tracking cumbersome and inefficient.
- Users face challenges with **export issues** in Meisterplan, limiting their ability to track changes and perform key analytics.
- Users find the **export limitations** in Meisterplan frustrating, hindering necessary portfolio analytics and project tracking.
- Users note a noticeable **learning curve** with Meisterplan, requiring time to become proficient with the tool.
- Users struggle with **project management issues** , including syncing with Jira, clutter, and lack of basic portfolio analytics.

#### What Are Recent G2 Reviews of Meisterplan?

**["Practical Resource Planning with Meisterplan in a Hybrid Portfolio"](https://www.g2.com/survey_responses/meisterplan-review-12009592)**

**Rating:** 4.5/5.0 stars

_— Verified User in Manufacturing_

[Read full review](https://www.g2.com/survey_responses/meisterplan-review-12009592)

**["Streamlined Resource Management, Worth the Initial Learning Curve"](https://www.g2.com/survey_responses/meisterplan-review-11872976)**

**Rating:** 4.5/5.0 stars

_— Jack N._

[Read full review](https://www.g2.com/survey_responses/meisterplan-review-11872976)

### [Microsoft Project & Portfolio Management](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews)

Microsoft Project is a project management software that helps users plan, execute, and monitor projects effectively. It includes powerful features for managing tasks, allocating resources and budgeting, all presented in an easy-to-use interface. With seamless integration into Microsoft 365, it supports real-time collaboration and data sharing. The advanced reporting and analytics tools allow users to track progress and make data-driven decisions. Stay organized, focused, and in charge. With Microsoft Project, easily plan your projects with the power of dynamic scheduling based on effort needed, project duration, and allotted team members. Suitable for projects of any size, Microsoft Project offers flexible deployment options, both cloud-based and on-premises, catering to a wide range of organizational needs.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1,578

#### How Do G2 Users Rate Microsoft Project & Portfolio Management?

- **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.1/10)
- **Optimization:** 8.6/10 (Category avg: 8.4/10)
- **Alignment:** 8.9/10 (Category avg: 8.5/10)
- **Performance:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Microsoft Project & Portfolio Management?

- **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft)
- **Year Founded:** 1975
- **HQ Location:** Redmond, Washington
- **Twitter:** @microsoft  
13,091,739 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
231,632 employees on LinkedIn®
- **Ownership:** MSFT

#### Who Uses This Product?

- **Who Uses This:** Project Manager, Program Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 47% Large, 29% Medium

#### What Do G2 Reviewers Say About Microsoft Project & Portfolio Management?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **robust features** of Microsoft Project & Portfolio Management for effective project planning and resource management.
- Users find the **ease of use** in Microsoft Project & Portfolio Management highly beneficial for project management tasks.
- Users praise the **effective resource management** in Microsoft Project & Portfolio Management, streamlining project planning and tracking.
- Users value the **effective project tracking** capabilities of Microsoft Project & Portfolio Management, enhancing organization and oversight.
- Users appreciate the **easy integration** with Microsoft tools, enhancing collaboration and streamlining project management workflows.

##### Cons

- Users face **limited customization** options in Microsoft Project, making it challenging to integrate with multiple tools effectively.
- Users find the **high complexity** of Microsoft Project & Portfolio Management challenging for small or simple projects.
- Users find the **steep learning curve** of Microsoft Project & Portfolio Management difficult, hindering effective use of its features.
- Users find Microsoft Project & Portfolio Management **difficult for small projects** , noting its complexity and limited customization options.
- Users highlight **budgeting/accounting issues** such as complexity, cost, and integration limitations that can hinder effectiveness.

#### What Are Recent G2 Reviews of Microsoft Project & Portfolio Management?

**["Clean UI, Reliable Performance, and Smooth MS 365 Integration"](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12280626)**

**Rating:** 4.5/5.0 stars

_— Kapil S._

[Read full review](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12280626)

**["Project management and Smart Cities with native integration in Microsoft"](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12744748)**

**Rating:** 4.0/5.0 stars

_— Antonio H._

[Read full review](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12744748)

#### What Are G2 Users Discussing About Microsoft Project & Portfolio Management?

- [What are the best strategies for using Microsoft Project for complex project planning and resource management?](https://www.g2.com/discussions/what-are-the-best-strategies-for-using-microsoft-project-for-complex-project-planning-and-resource-management)
- [What is Microsoft Project & Portfolio Management used for?](https://www.g2.com/discussions/what-is-microsoft-project-portfolio-management-used-for)
- [What can I do with Microsoft Project?](https://www.g2.com/discussions/what-can-i-do-with-microsoft-project)
- [How much does microsoft project cost?](https://www.g2.com/discussions/how-much-does-microsoft-project-cost) - 1 comment
- [Is Microsoft Project included in Office 365?](https://www.g2.com/discussions/is-microsoft-project-included-in-office-365) - 1 comment

### [Planview PPM Pro](https://www.g2.com/products/planview-ppm-pro/reviews)

Planview PPM Pro is a project portfolio management (PPM) software solution that helps PMO teams centralize project portfolios, resources, financials, and reporting in one cloud-based system. It gives PMO leaders, project managers, and resource managers a shared system of record for managing project work end to end, replacing manual, spreadsheet-based tracking and fragmented reporting. Primary users include PMO directors, project managers, resource managers, and CIOs and CFOs who need portfolio-level visibility into project status, resource allocation, and financial performance. PPM Pro supports both traditional waterfall and hybrid project delivery methodologies and applies structured governance to work intake, financial tracking, and portfolio reporting. Main capabilities include: • Portfolio and project management with project templates, health scoring, and automatic status rollups across the full project inventory • Resource management through a centralized Resource Workbench that shows demand versus capacity, supports skills-based matching, and covers both employees and contractors • Financial management with budget, forecast, and actuals tracking at the task, project, and portfolio level, including capitalization (capex/opex) tracking • Structured work intake and request management, with configurable forms, approval workflows, and scoring models that route requests before work begins • Reporting and dashboards with configurable health indicators, calculated fields for custom metrics, and Predictive Portfolio Analysis and What-If Analysis tools for scenario planning PPM Pro connects with Planview AgilePlace and Planview ProjectPlace for organizations running hybrid delivery teams, and integrates with external tools including Jira, Azure DevOps, Cherwell, and Tasktop. Planview Anvi, Planview's AI capability, is being integrated into PPM Pro, including an Anvi Insights Widget for automated portfolio health analysis and an Anvi Chat interface currently available through early access.

**Average Rating:** 3.9/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Planview PPM Pro?

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.1/10)
- **Optimization:** 9.2/10 (Category avg: 8.4/10)
- **Alignment:** 9.3/10 (Category avg: 8.5/10)
- **Performance:** 9.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planview PPM Pro?

- **Seller:** [Planview](https://www.g2.com/sellers/planview)
- **Year Founded:** 1989
- **HQ Location:** Austin, TX
- **Twitter:** @Planview  
3,049 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,868 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 59% Large, 41% Medium

#### What Are Recent G2 Reviews of Planview PPM Pro?

**["Fast Weekly Timesheets with Helpful Line-Item Autofill, with Easy Improvements Possible"](https://www.g2.com/survey_responses/planview-ppm-pro-review-12960239)**

**Rating:** 5.0/5.0 stars

_— Arka R._

[Read full review](https://www.g2.com/survey_responses/planview-ppm-pro-review-12960239)

**["PPM Pro Review for IT Project Management"](https://www.g2.com/survey_responses/planview-ppm-pro-review-7099764)**

**Rating:** 5.0/5.0 stars

_— Cindy C._

[Read full review](https://www.g2.com/survey_responses/planview-ppm-pro-review-7099764)

#### What Are G2 Users Discussing About Planview PPM Pro?

- [What is Planview PPM Pro used for?](https://www.g2.com/discussions/what-is-planview-ppm-pro-used-for)
- [Is Planview cloud based?](https://www.g2.com/discussions/is-planview-cloud-based)
- [How much does Planview cost?](https://www.g2.com/discussions/how-much-does-planview-cost)
- [What is a PPM role?](https://www.g2.com/discussions/what-is-a-ppm-role)
- [What is Planview PPM pro?](https://www.g2.com/discussions/what-is-planview-ppm-pro)

### [Clarity](https://www.g2.com/products/broadcom-clarity/reviews)

Speed up your digital transformation with Clarity, the leading investment planning solution for the enterprise. Instead of traditional project management, we help you unite the enterprise with strategic portfolio management (SPM), collaborative work management (CWM) and digital product management (DPM).

**Average Rating:** 3.7/5.0

**Total Reviews:** 85

#### How Do G2 Users Rate Clarity?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10)
- **Optimization:** 9.2/10 (Category avg: 8.4/10)
- **Alignment:** 9.2/10 (Category avg: 8.5/10)
- **Performance:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Clarity?

- **Seller:** [Broadcom](https://www.g2.com/sellers/broadcom-ab3091cd-4724-46a8-ac89-219d6bc8e166)
- **Year Founded:** 1991
- **HQ Location:** San Jose, CA
- **Twitter:** @broadcom  
63,909 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=093adce8015fea9ef126312884b465dc8e3c20e17dcb12fbb77a7bd82577e7a5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbroadcom%2F&secure%5Burl_type%5D=linkedin_company_website)  
55,094 employees on LinkedIn®
- **Ownership:** NASDAQ: CA

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Hospital & Health Care
- **Company Size:** 75% Large, 26% Medium

#### What Do G2 Reviewers Say About Clarity?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customizability** of Clarity, enabling tailored time management to fit team needs seamlessly.
- Users find Clarity's **ease of use** invaluable, thanks to its intuitive interface and customizable features.
- Users find Clarity to be highly **customizable and easy to use** , enhancing their overall experience effortlessly.
- Users appreciate the **easy integration** of Clarity with existing tools, enhancing their time management and workflow efficiency.
- Users appreciate the **efficiency** of Clarity, as it simplifies time tracking and management for all organization sizes.

##### Cons

- Users find Clarity PPM software to be **expensive** , impacting its accessibility for some organizations.
- Users find the **learning curve for advanced features** somewhat steep, necessitating extra training for optimal usage.
- Users face **limited offline functionality** , making it difficult to log hours in areas with poor connectivity.
- Users face **limited offline functionality** with Clarity, making it difficult to log hours in low connectivity areas.
- Users experience **syncing issues** with the mobile app, detracting from the otherwise great performance of the desktop version.

#### What Are Recent G2 Reviews of Clarity?

**["Comprehensive Review of Clarity Time Sheet Management"](https://www.g2.com/survey_responses/clarity-review-10383144)**

**Rating:** 4.0/5.0 stars

_— ABHISHEK K._

[Read full review](https://www.g2.com/survey_responses/clarity-review-10383144)

**["Clarity PPM"](https://www.g2.com/survey_responses/clarity-review-10770565)**

**Rating:** 4.5/5.0 stars

_— S K._

[Read full review](https://www.g2.com/survey_responses/clarity-review-10770565)

#### What Are G2 Users Discussing About Clarity?

- [What is HP PPM tool?](https://www.g2.com/discussions/what-is-hp-ppm-tool)
- [What is a PPM tool?](https://www.g2.com/discussions/what-is-a-ppm-tool)
- [What is CA PPM tool?](https://www.g2.com/discussions/what-is-ca-ppm-tool)
- [What is Clarity software used for?](https://www.g2.com/discussions/what-is-clarity-software-used-for) - 1 comment

### [Deltek Project Portfolio Management](https://www.g2.com/products/deltek-project-portfolio-management/reviews)

Deltek's industry-leading Project Portfolio Management (PPM) solutions provide effective cost management, scalable scheduling and reliable risk evaluation, which in turn enable you to achieve consistent project success. Our earned value management software gives you unparalleled flexibility in deployment and configuration and sets the standard for analyzing, sharing and reporting data. Join the thousands of customers worldwide who trust Deltek to help them drive peak performance and profitability. •Deltek Open Plan – An enterprise planning and scheduling tool that optimizes program management. •Deltek Acumen – Scheduling software that identifies acceleration options and assesses risk at every step of the project cycle. •Deltek Acumen Touchstone - Automate the schedule submission process while adhering to the company’s metrics, best practices, and quality standards. •Deltek Cobra – Earned value and cost management software that allows firms to control and report on project costs. •Deltek wInsight Analytics – The defacto standard and platform for analyzing, sharing, consolidating, and reporting earned value management data •Deltek PM Compass – Instantly retrieve detailed program information from one central command center to ensure projects stay appropriately resourced and on task

**Average Rating:** 4.2/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Deltek Project Portfolio Management?

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.1/10)
- **Optimization:** 8.3/10 (Category avg: 8.4/10)
- **Alignment:** 10.0/10 (Category avg: 8.5/10)
- **Performance:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Deltek Project Portfolio Management?

- **Seller:** [Deltek](https://www.g2.com/sellers/deltek)
- **Year Founded:** 1983
- **HQ Location:** Herndon, VA
- **Twitter:** @Deltek  
6,574 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=958c4daad13b3f388e84895516e4bbb91fcac55b1ad5c1e3a86b8af357adbfba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163414%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,828 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Defense & Space
- **Company Size:** 42% Medium, 42% Large

#### What Do G2 Reviewers Say About Deltek Project Portfolio Management?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **seamless integrations** of Deltek Project Portfolio Management, enhancing enterprise risk management effectively.
- Users value the **ease of cost analysis** and find it beneficial for effective Earned Value Management (EVM).
- Users find the **ease of cost analysis** in Deltek Project Portfolio Management to be highly beneficial for EVM.
- Users value the **easy integration** of Deltek Project Portfolio Management with enterprise risk management for effective risk management.
- Users find the **seamless integration with enterprise risk management** in Deltek Project Portfolio Management particularly promising and valuable.

##### Cons

- Users feel that the **beginner difficulty** of Deltek Project Portfolio Management necessitates better tutorials for effective navigation.
- Users note that the **difficult onboarding** process of Deltek Project Portfolio Management hinders effective navigation and understanding.
- Users find the **layout issues** frustrating, noting the software feels dated and lacks modern functionality compared to competitors.
- Users feel the **learning curve is steep** and would appreciate more tutorials to navigate Deltek Project Portfolio Management effectively.
- Users find the **limited customization** options frustrating, as the software feels outdated compared to competitors.

#### What Are Recent G2 Reviews of Deltek Project Portfolio Management?

**["Deltec saves a lot of time in organizing my narratives each month"](https://www.g2.com/survey_responses/deltek-project-portfolio-management-review-11284250)**

**Rating:** 5.0/5.0 stars

_— Verified User in Architecture & Planning_

[Read full review](https://www.g2.com/survey_responses/deltek-project-portfolio-management-review-11284250)

**["Promising Tool with Risk Management Integration"](https://www.g2.com/survey_responses/deltek-project-portfolio-management-review-11944054)**

**Rating:** 4.5/5.0 stars

_— Conor L._

[Read full review](https://www.g2.com/survey_responses/deltek-project-portfolio-management-review-11944054)

### [ITM Platform](https://www.g2.com/products/itm-platform/reviews)

ITM Platform is the Project Portfolio Management software that seamlessly aligns your projects with your business strategy. A quick two-week integration means you and your team members will be up and running fast, using the fully-featured work and management tools designed to provide portfolio managers with the metrics that matter. ITM Platform offers robust control over the costs and revenue at portfolio, program, project, and task levels. Manage agile and waterfall projects, prioritize what’s best for your business, and use real-time information to report progress company-wide.

**Average Rating:** 4.8/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate ITM Platform?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10)
- **Optimization:** 10.0/10 (Category avg: 8.4/10)
- **Alignment:** 10.0/10 (Category avg: 8.5/10)
- **Performance:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ITM Platform?

- **Seller:** [ITM Platform](https://www.g2.com/sellers/itm-platform)
- **Year Founded:** 2010
- **HQ Location:** London, UK
- **Twitter:** @itmplatform  
1,299 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7a7298e13e9f96860001159ad8647d90e5707c2c0fcab1553e0d9e8203144538&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2064716%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 46% Medium, 31% Large

#### What Are Recent G2 Reviews of ITM Platform?

**["Outstanding project, program and portfolio management that is actually used by my users and managers"](https://www.g2.com/survey_responses/itm-platform-review-680131)**

**Rating:** 5.0/5.0 stars

_— Zoe B._

[Read full review](https://www.g2.com/survey_responses/itm-platform-review-680131)

**["ITM Platform adds value to project management"](https://www.g2.com/survey_responses/itm-platform-review-4260332)**

**Rating:** 5.0/5.0 stars

_— Claudio S._

[Read full review](https://www.g2.com/survey_responses/itm-platform-review-4260332)

#### What Are G2 Users Discussing About ITM Platform?

- [What is ITM Platform used for?](https://www.g2.com/discussions/what-is-itm-platform-used-for)

### [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews)

Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Planview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. Built for (Nearly) Any Project Type Examples on projects include: - IT Portfolios - Business Projects - R&D Programs - Professional Services Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Quick to Start, Ready to Adapt Start with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios.

**Average Rating:** 4.1/5.0

**Total Reviews:** 521

#### How Do G2 Users Rate Planview AdaptiveWork?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Optimization:** 8.1/10 (Category avg: 8.4/10)
- **Alignment:** 8.4/10 (Category avg: 8.5/10)
- **Performance:** 8.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planview AdaptiveWork?

- **Seller:** [Planview](https://www.g2.com/sellers/planview)
- **Company Website:** www.planview.com
- **Year Founded:** 1989
- **HQ Location:** Austin, TX
- **Twitter:** @Planview  
3,049 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,868 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, Senior Project Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 49% Medium, 41% Large

#### What Do G2 Reviewers Say About Planview AdaptiveWork?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **easy management** features of Planview AdaptiveWork, enabling seamless project tracking and customizable workflows.
- Users value the **customizability** of Planview AdaptiveWork, enabling easy workflow creation and effective project tracking.
- Users appreciate the **high customizability** of Planview AdaptiveWork, allowing easy creation of workflows and flexible views.
- Users value the **customizability** of Planview AdaptiveWork, enabling easy setup of workflows without coding skills.
- Users appreciate the **ease of use** with customizable workflows and intuitive views, enhancing their overall experience.

##### Cons

- Users criticize the **access limitations** of Planview AdaptiveWork, finding many features ineffective and support insufficient.
- Users find that **app functionality is lacking** , as many processes fail to work seamlessly within the tool.
- Users report that **change adjustments** don’t work well initially, requiring external processes and facing inadequate support.
- Users experience **inadequate tools** , as many processes need to be handled outside the system and manually entered later.
- Users experience significant **manual data entry** challenges due to poor initial functionality and inadequate support.

#### What Are Recent G2 Reviews of Planview AdaptiveWork?

**["Centralized Project Visibility That Keeps Teams Aligned"](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288)**

**Rating:** 5.0/5.0 stars

_— Isis M._

[Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288)

**["Centralized Project Visibility and Flexible Workflows in One Platform"](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258)**

**Rating:** 4.0/5.0 stars

_— Daniela T._

[Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258)

#### What Are G2 Users Discussing About Planview AdaptiveWork?

- [What are the features of project management?](https://www.g2.com/discussions/planview-adaptivework-what-are-the-features-of-project-management)
- [What is clarizen used for?](https://www.g2.com/discussions/what-is-clarizen-used-for)
- [What is clarizen one?](https://www.g2.com/discussions/what-is-clarizen-one)
- [What is clarizen software?](https://www.g2.com/discussions/what-is-clarizen-software) - 1 comment

### [SAP PPM](https://www.g2.com/products/sap-ppm/reviews)

Control and innovate projects, processes, products, and services with tools to standardize project execution processes and reduce administrative burden.

**Average Rating:** 4.2/5.0

**Total Reviews:** 30

#### How Do G2 Users Rate SAP PPM?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Optimization:** 9.0/10 (Category avg: 8.4/10)
- **Alignment:** 9.2/10 (Category avg: 8.5/10)
- **Performance:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SAP PPM?

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP  
297,052 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website)  
141,955 employees on LinkedIn®
- **Ownership:** NYSE:SAP

#### Who Uses This Product?

- **Company Size:** 73% Large, 30% Medium

#### What Are Recent G2 Reviews of SAP PPM?

**["SAP PPM"](https://www.g2.com/survey_responses/sap-ppm-review-7021208)**

**Rating:** 4.0/5.0 stars

_— Amar J._

[Read full review](https://www.g2.com/survey_responses/sap-ppm-review-7021208)

**["SAP PPM Application review"](https://www.g2.com/survey_responses/sap-ppm-review-5441950)**

**Rating:** 5.0/5.0 stars

_— Rajiv M._

[Read full review](https://www.g2.com/survey_responses/sap-ppm-review-5441950)

#### What Are G2 Users Discussing About SAP PPM?

- [What does an SAP project manager do?](https://www.g2.com/discussions/what-does-an-sap-project-manager-do)
- [What are the components of PPM?](https://www.g2.com/discussions/sap-ppm-what-are-the-components-of-ppm)
- [What is SAP Ppms?](https://www.g2.com/discussions/what-is-sap-ppms)
- [What does PPM software do?](https://www.g2.com/discussions/what-does-ppm-software-do)

### [OpenText Project and Portfolio Management (PPM)](https://www.g2.com/products/opentext-project-and-portfolio-management-ppm/reviews)

Today's project management organization (PMO) struggles with time, cost, and resource management challenges, particularly visibility and data consolidation within the enterprise portfolio. Given these daily challenges, it is difficult for executives to see which projects and operational activities they should be working on to find out how much is left in their budget, to what capacity are resources being utilized, and how to align activities with business demands. HP's innovative Project and Portfolio Management (PPM) solution helps executives, project managers, resource managers and others to overcome these challenges by providing critical information in real-time to help them make the right investment decisions by standardizing, managing, and capturing the execution of project and operational activities and resources.

**Average Rating:** 4.0/5.0

**Total Reviews:** 24

#### How Do G2 Users Rate OpenText Project and Portfolio Management (PPM)?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10)
- **Optimization:** 8.9/10 (Category avg: 8.4/10)
- **Alignment:** 8.9/10 (Category avg: 8.5/10)
- **Performance:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OpenText Project and Portfolio Management (PPM)?

- **Seller:** [OpenText](https://www.g2.com/sellers/opentext)
- **Year Founded:** 1991
- **HQ Location:** Waterloo, ON
- **Twitter:** @OpenText  
21,565 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c339a6555764b5ffce77c3df08d6ed9c9b1cb1ee1baeebac8435f0485b7cca5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2709%2F&secure%5Burl_type%5D=linkedin_company_website)  
23,048 employees on LinkedIn®
- **Ownership:** NASDAQ:OTEX

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 66% Large, 21% Small

#### What Are Recent G2 Reviews of OpenText Project and Portfolio Management (PPM)?

**["The latest technology to monitor projects and portfolios."](https://www.g2.com/survey_responses/opentext-project-and-portfolio-management-ppm-review-4286637)**

**Rating:** 5.0/5.0 stars

_— Anna D._

[Read full review](https://www.g2.com/survey_responses/opentext-project-and-portfolio-management-ppm-review-4286637)

**["Micro Focus Project and Portfolio Management tailors the work quite efficiently."](https://www.g2.com/survey_responses/opentext-project-and-portfolio-management-ppm-review-4226724)**

**Rating:** 4.0/5.0 stars

_— Bellamy A._

[Read full review](https://www.g2.com/survey_responses/opentext-project-and-portfolio-management-ppm-review-4226724)

#### What Are G2 Users Discussing About OpenText Project and Portfolio Management (PPM)?

- [What is Micro Focus Project and Portfolio Management (PPM) used for?](https://www.g2.com/discussions/what-is-micro-focus-project-and-portfolio-management-ppm-used-for)

### [Planview ProjectAdvantage](https://www.g2.com/products/planview-projectadvantage/reviews)

Planview® ProjectAdvantage (formerly Sciforma Vantage) is a project portfolio management (PPM) software solution that helps PMOs and delivery leaders plan, govern, and execute projects across the full lifecycle of portfolio management. The platform supports idea and demand intake, portfolio planning, project scheduling, resource management, team collaboration, financial tracking, and time capture within a single unified environment. ProjectAdvantage provides organizations with a structured system to manage large portfolios of concurrent initiatives while maintaining visibility into project progress, resource capacity, risks, and financial performance. By centralizing project data and standardizing delivery processes, teams can prioritize the right work, coordinate execution across projects, and deliver initiatives more predictably. The platform is designed to support organizations at different levels of PMO maturity. Smaller or developing PMOs can begin with core project planning and scheduling capabilities, while more mature organizations can leverage advanced portfolio governance, stage-gate workflows, and resource capacity planning to manage complex project portfolios at scale. Key features and capabilities include: • Idea and demand management with dynamic business case scoring, risk and benefit visualization, and budget-driven ranking tools that help teams evaluate and prioritize incoming project requests before resources are committed. • Portfolio planning and simulation including pipeline dashboards, portfolio health views, and scenario modeling capabilities that allow PMO leaders to evaluate trade-offs across competing projects, funding constraints, and resource availability. • Gantt-based project scheduling with support for critical path management, milestone tracking, work package structuring, cost and budget monitoring, and detailed project timeline control. • Resource management and capacity planning tools that provide visibility into role-based availability, team allocation across active and planned projects, and workload distribution to help organizations align delivery capacity with portfolio priorities. • Integrated time tracking that captures actual effort at the task level and feeds logged hours directly into financial tracking, project forecasting, and resource capacity planning. • AI-powered project intelligence that helps accelerate project planning and execution by suggesting deliverables during project initialization, identifying potential project risks based on project data, recommending updates to risk criticality as projects evolve, and enabling natural-language time entry directly from collaboration tools such as Microsoft Teams to reduce administrative overhead. ProjectAdvantage enables organizations to improve delivery predictability, optimize resource utilization, and execute complex project portfolios with greater visibility, governance, and control.

**Average Rating:** 4.2/5.0

**Total Reviews:** 47

#### How Do G2 Users Rate Planview ProjectAdvantage?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10)
- **Optimization:** 7.9/10 (Category avg: 8.4/10)
- **Alignment:** 8.0/10 (Category avg: 8.5/10)
- **Performance:** 8.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planview ProjectAdvantage?

- **Seller:** [Planview](https://www.g2.com/sellers/planview)
- **Company Website:** www.planview.com
- **Year Founded:** 1989
- **HQ Location:** Austin, TX
- **Twitter:** @Planview  
3,049 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,868 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 46% Medium, 38% Large

#### What Are Recent G2 Reviews of Planview ProjectAdvantage?

**["Comprehensive Project Management with High Setup Costs"](https://www.g2.com/survey_responses/planview-projectadvantage-review-13084946)**

**Rating:** 4.0/5.0 stars

_— Grenias S._

[Read full review](https://www.g2.com/survey_responses/planview-projectadvantage-review-13084946)

**["Planview ProjectAdvantage Simplifies Project Tracking with a Clear, All-in-One Dashboard"](https://www.g2.com/survey_responses/planview-projectadvantage-review-13084645)**

**Rating:** 5.0/5.0 stars

_— Junaid S._

[Read full review](https://www.g2.com/survey_responses/planview-projectadvantage-review-13084645)

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- [Capital Project Management](/categories/capital-project-management)
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[Browse Project and Portfolio Management Themes](/categories/project-and-portfolio-management/themes)

Benefits of Project and Portfolio Management Software with Portfolio Mix capabilities include: Create the optimal mix of portfolios to achieve operational and financial goals.

Below are the top-rated Project and Portfolio Management Software with Portfolio Mix capabilities, as verified by G2’s Research team. Real users have identified Portfolio Mix as an important function of Project and Portfolio Management Software. Compare different products that offer this feature so you can decide which is best for your business needs.

Top Tools at a Glance

| 

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Spreadsheet-native cross-team project portfolio visibility

 | 

User Review

"Smartsheet Unifies Planning, Automation, and Executive Dashboards for Real-Time Visibility"

 |
| 

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Customizable cross-portfolio workflows with automation

 | 

User Review

"BEST Project Management and Dashboard Tool on the Planet"

 |
| 

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Cross-board portfolio tracking with no-code automation

 | 

User Review

"Best-in-Class Project Management Performance with an Easy-to-Use Interface"

 |
| 

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Custom-built project workflows without dedicated developers

 | 

User Review

"Flexible, Custom Workflows That Grow With Us"

 |
| 

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Cross-project portfolio tracking with financial visibility

 | 

User Review

"A reliable project management platform for growing team"

 |
| 

 | 

Flexible multi-view portfolio and workload tracking

 | 

User Review

"The most organized and smarted way to work from home"

 |
| 

 | 

Strategy-to-execution visibility inside ServiceNow ITSM

 | 

User Review

"All-in-One Portfolio Management with Clear Dashboards and Automation"

 |
| 

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CPM scheduling with resource-loaded cost control

 | 

User Review

"Promising Tool with Scope for Enhancements"

 |
| 

 | 

Quote-to-invoice project delivery with utilization tracking

 | 

User Review

"Subtasks and dependencies made cross-functional delivery planning much easier"

 |

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Show More

* * *

## How Do You Choose the Right Project and Portfolio Management Software?

### What You Should Know About Project and Portfolio Management Software

### What is Project and Portfolio Management Software?

As opposed to project management software which focuses mostly on execution, project and portfolio management (PPM) software helps companies create and implement strategies for project portfolios. A portfolio is a mix of interrelated projects, meaning they have a similar scope and shared resources. For instance, an architecture, engineering, and construction (AEC) company may have three portfolios: one for architecture and design, another one for civil and industrial engineering projects, and a third for residential and commercial construction. Each portfolio may include dozens or hundreds of projects which need to be managed and monitored as a whole.

The high number of projects that are part of a portfolio makes it difficult for companies to plan, allocate resources, execute, and monitor performance. Typical project management software is used to manage individual projects but usually doesn’t include robust features for portfolio management.

Key Benefits of Project and Portfolio Management Software

- Customer experience and satisfaction are essential to companies focused on delivering projects. Customer loyalty is achieved only when the company constantly delivers good quality work at reasonable prices. Project quality is difficult to manage across multiple portfolios and PPM helps to address this challenge.
- Project and portfolio visibility allow stakeholders across the company as well as partners and customers to track milestones, deliverables, and identify potential issues. While tracking individual projects is relatively easy, only PPM software is able to monitor hundreds of projects simultaneously. Also, since the projects in a portfolio are interrelated, unexpected changes in one task may propagate across multiple projects and harm the entire portfolio.
- Tracking costs and profitability avoids unnecessary spending, compares estimated and actual costs, and provides insights on how to improve revenues. There are many costs related to project portfolios (resources, contractors, labor, etc.), and each one of them needs to be monitored closely. At the project level or for each task, the expenses may seem insignificant; but when analyzed by portfolio, they may accumulate into a noteworthy amount.
- Improves business agility and accelerates project delivery across a company or group of companies. Agility helps companies adapt to customer demand and market changes, and improved deliverability makes the business more efficient.

### Why Use Project and Portfolio Management Software?

The main benefit of PPM platforms is their ability to manage portfolios of numerous projects and maintain the relationships between them. This helps companies plan and execute dozens or hundreds of projects simultaneously. Additional benefits of PPM software include the following:

**Collaboration across projects and portfolios —** Collaboration between multiple teams and external stakeholders is difficult without robust software. PPM systems allow everyone involved in projects to communicate and share data without overwhelming them with unnecessary information.

**Analytics and performance —** Portfolios of projects are the main revenue driver for many professional services providers and their performance directly impacts profitability. It is therefore essential that companies use analytics to track portfolio performance, identify bottlenecks and risks, and find opportunities for improvement.

**Strategic alignment across the company —** Medium and large companies tend to be bureaucratic and rigid, negatively impacting the performance of the business. PPM provides features to define and monitor common goals which improves business alignment and company performance.

### Who Uses Project and Portfolio Management Software?

PPM software can be used by anyone in the company and even by external users such as partners and customers. It is therefore critical to clearly define user roles and access rights to protect intellectual property, confidential data, and the privacy of all the parties involved.

**Head of project management office (PMO) —** A PMO is a team or department within a company that defines and implements standards for project management. For large companies, PMO employees also need to create standards for project portfolios. Once created, the standards are enforced across the company to ensure compliance and communication with customers and partners. PPM standards need to be updated regularly to keep up with changing regulations. PMO teams also use PPM software to monitor how standards are implemented and take corrective actions when required.

**Project managers —** Project managers use PPM to plan and execute projects that are part of various portfolios. They also need to ensure that everyone working on a project follows the standards defined by the PMO department. Project managers also use PPM to maintain direct communications with customers, identify risks, and escalate issues to managers and executives.

**Executives —** Managers and executives benefit from data analysis, reporting, and dashboards that provide information on the status of projects, associated costs, risks, and compliance. Data is also used to identify how to optimize portfolios as well as new business opportunities. Also, historical project portfolio information is the starting point of any budgeting and forecasting activity.

**Partners and contractors —** Large portfolios of projects often require the involvement of third-party companies, vendors, suppliers, and independent contractors. Companies are also partnering with freelancers increasingly when it is too expensive to hire and train employees for tasks that aren’t critical for project success. All these external stakeholders need to access project and portfolio information, ideally through a portal rather than documents and spreadsheets. Companies need to be careful to protect their intellectual property and customers’ privacy when sharing data externally.

### Kinds of Project and Portfolio Management Software

There aren’t many PPM solutions available in the market and buyers only have a few delivery options to choose from.

**Best of breed —** Refers to a single integrated solution that delivers all functionality to manage portfolios and associated projects. While all best-of-breed PPM software delivers robust portfolio features, the level of support for project and resource management varies significantly from one product to another.

**Suites —** Includes multiple products, one of which focuses on portfolio management. The other products may be used for resource and project management. Companies may choose between buying and using all products together or separately. A PPM suite is advantageous because it provides comprehensive features and a single repository of project portfolio data.

**Point solutions —** Such solutions focus on creating and monitoring portfolios and do not include robust features for project management. Integration with project management software is therefore critical to plan and execute projects. It is also important to integrate with project cost management software when this type of functionality isn’t provided. Point solutions for PPM are beneficial for small and medium-sized businesses (SMBs) and small teams of large companies.

**Industry-specific PPM —** Includes best practices for complex industries such as energy, aerospace and defense, or for government contractors. This type of software ensures compliance with regulations and industry standards which isn’t always the case for most PPM products.

### Project and Portfolio Management Software Features

PPM is more than advanced project management. Its focus is to identify business opportunities, match them with projects and portfolios, and ensure that the company adjusts its portfolios based on market changes.

**Portfolio management and monitoring —** Project portfolios are defined based on customer demand and the ability of the company to deliver projects. Since demand changes constantly, portfolios need to be updated to stay relevant. Changes to a portfolio may also be triggered by executive decisions to provide new services or discontinue unprofitable offerings.

**Resource planning and allocation —** Capacity planning allows users to identify which resources are available and when. This type of functionality is also leveraged to reallocate resources based on unexpected changes. Any changes must be reflected across the entire project portfolio so that everyone gets a clear picture of their work.

**Project management and execution —** Traditional project management software is used to execute individual projects, while PPM allows for the planning and management of portfolios. Ideally, PPM should provide functionality for both project and portfolio management. Project tasks, deadlines, and resources should be consolidated by portfolio.

**Project and portfolio risk —** Project risks tend to increase for complex projects and portfolios. PPM identifies and mitigates risk at the portfolio and project level. While some risks are preventable, others may occur unexpectedly, which is why companies define and implement corrective actions.

**Collaboration —** Collaboration features vary from simple chat to advanced document management and authoring. For portfolio management, collaboration should allow internal and external users to communicate and share information at each stage of the project. Executives and the PMO team need to work together on defining and aligning business strategies, or on creating budgets and forecasting finances.

**Financial analysis —** While PPM does not include accounting features, it provides options to create budgets and monitor project costs. The cost of the resources used to deliver projects represents the majority of the spending on professional services companies. Other costs are expenses for travel and consumables as well as indirect costs for utilities or administration. All these costs need to be allocated to projects and portfolios and analyzed by each team and business unit.

Other Features of Project and Portfolio Management Software: [Alignment Capabilities](https://www.g2.com/categories/project-and-portfolio-management/f/alignment), [Lean Management](https://www.g2.com/categories/project-and-portfolio-management/f/lean-management), [Performance](https://www.g2.com/categories/project-and-portfolio-management/f/performance), [Portfolio Mix](https://www.g2.com/categories/project-and-portfolio-management/f/portfolio-mix), [Priorities Capabilities](https://www.g2.com/categories/project-and-portfolio-management/f/priorities), [Risk Analysis](https://www.g2.com/categories/project-and-portfolio-management/f/risk-analysis)

#### Additional Project and Portfolio Management Features

[**Project portfolio optimization**](https://www.g2.com/categories/project-and-portfolio-management/f/optimization) **—** Like any other product or service, a project portfolio has a lifecycle that starts with inception, followed by testing, deployment, maturity, and ends with obsolescence. To remain competitive, a business should constantly evaluate and improve its portfolios. Even though the main goal is to achieve maximum profitability, decision makers also need to take into account market changes and socio-economic challenges such as automation or climate change.

### Trends Related to Project and Portfolio Management Software

**Cloud —** Most PPM products were developed decades ago and are delivered both on premises and in the cloud. While the cloud is gaining traction in the market, many enterprise companies still host and manage the product on their premises. Cloud-native PPM software is mostly used by medium-sized companies that prefer not to invest in hardware and specialized IT personnel.

**Work management —** Work management refers to the evolution of project management software to expand outside of its traditional reach. This is done by providing features for employees who are not project managers but are involved in projects. The lines between work management, PPM, and project management are very blurry, so buyers need to be careful when choosing between them. Work management software is rarely a good alternative to PPM because it lacks features for portfolio management but it provides important additional features such as advanced collaboration.

**Automation —** Intelligent technologies such as artificial intelligence (AI) or robots have the potential to automate many of the tasks performed using PPM software. At the same time, this type of technology isn’t yet ready to define and monitor business strategies. While project management and execution are very likely to be automated, human involvement will still be essential for portfolio management.

**Globalization —** Since PPM is used by enterprise companies with multiple geographical locations, the software should be supported in countries all over the world. This means that PPM needs to comply with a multitude of national and international privacy laws and provide multilingual and multicurrency support. Furthermore, integration with [video conferencing](https://www.g2.com/categories/video-conferencing) and [team collaboration](https://www.g2.com/categories/team-collaboration) software is needed to allow global teams to work together.

### Potential Issues with Project and Portfolio Management Software

**Complexity —** PPM includes many features and functions which are be delivered as one single product or as a suite of multiple solutions. As vendors acquired multiple products and tried to integrate them, the result was sometimes a system with inconsistent user experience and complicated workflows.

**Cost —** Due to its complexity, PPM software isn’t as affordable as project management. While the new cloud solutions are more accessible, there are extra costs for configuration or customization as well as professional services such as implementation and change management.

**Compliance —** Companies using PPM need to ensure that they comply with project management standards as well as regulations to protect privacy and prevent financial fraud.

**Flexibility —** While companies using PPM require robust and advanced features, they also need flexible systems that have the potential to adapt to their business. To address this challenge, vendors are trying to offer configurable user interfaces and the ability to modify workflows without disrupting work.

### Software and Services Related to Project and Portfolio Management Software

PPM doesn’t include features for front and back office such as accounting or CRM, which are usually provided through integration.

[**Project management**](https://www.g2.com/categories/project-management) **—** While PPM usually includes features for project management, they may not always be robust enough and companies may choose to buy separate software to manage projects. Also, deploying PPM in multiple locations is difficult and costly, which is why some teams or departments choose to use project management software instead and integrate it with PPM.

[**Professional services automation (PSA)**](https://www.g2.com/categories/professional-services-automation) **—** PSA software doesn’t always include portfolio management functionality, therefore companies that use PSA and PPM need to integrate the two solutions. There are only a few PPM suites that may also be used for front office and back office operations in professional services.

[**Strategic planning**](https://www.g2.com/categories/strategic-planning) **—** While PPM manages the strategic project and portfolio planning, it doesn’t always cover the other departments of a company, from sales and marketing to finance and IT. Strategic planning software aligns all teams to ensure that they have common goals and follow corporate strategic plans.

[**Process automation**](https://www.g2.com/categories/process-automation) **—** While PPM provides features for workflow management, managing complex business activities may require integration with [business process management](https://www.g2.com/categories/business-process-management) software. Also, companies that want to automate repetitive tasks benefit from using [robotic process automation (RPA)](https://www.g2.com/categories/robotic-process-automation-rpa) software.