# Best Project and Portfolio Management Software - Page 2 *By [Subhransu Sahu](https://research.g2.com/insights/author/subhransu-sahu)* Project and portfolio management (PPM) software manages project portfolios and the projects associated with each portfolio. PPM software is used to organize resources and activities across multiple project portfolios as well as maintain interdependencies between portfolios. Companies use PPM solutions to optimize their project portfolios and maximize revenues and return on investment. PPM software is implemented by professional services and project management teams and is mostly used by project controllers and project managers. This type of software can also be used by any other internal or external users involved in delivering projects that are part of the portfolio of the company. PPM is delivered as a standalone software solution, but does not always include extensive project management features. Some vendors provide separate solutions for portfolio management and project management, which can also be implemented as a suite. PPM products integrate with [accounting software](https://www.g2.com/categories/accounting) and [ERP systems](https://www.g2.com/categories/erp-systems), which allow companies to track costs by portfolio. To qualify for inclusion in the Project and Portfolio Management category, a product must: - Define different types of portfolios and the associated projects - Manage dependencies between portfolios and projects - Allocate resources across multiple portfolios and projects - Identify the optimal portfolio mix to achieve business goals - Monitor the business performance of all portfolio types - Address and mitigate project risks related to portfolios ## Top Project and Portfolio Management Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Smartsheet](https://www.g2.com/products/smartsheet/reviews) | 4.4/5.0 (22,047 reviews) | Spreadsheet-native cross-team project portfolio visibility | "[Intuitive Project Management Interface That Keeps Projects Organised](https://www.g2.com/survey_responses/smartsheet-review-13043485)" | | 2 | [ClickUp](https://www.g2.com/products/clickup/reviews) | 4.6/5.0 (12,353 reviews) | Customizable cross-portfolio workflows with automation | "[Flexible Sprint Management with Intuitive Views and Custom Statuses](https://www.g2.com/survey_responses/clickup-review-13044629)" | | 3 | [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) | 4.7/5.0 (15,105 reviews) | Cross-board portfolio tracking with no-code automation | "[Intuitive, Modern Project Management That Keeps Everyone Aligned](https://www.g2.com/survey_responses/monday-ai-work-platform-review-12994940)" | | 4 | [Quickbase](https://www.g2.com/products/quickbase/reviews) | 4.5/5.0 (1,495 reviews) | Custom-built project workflows without dedicated developers | "[A good solution for basic integrations, with the ability to be extended to do heavy lifting.](https://www.g2.com/survey_responses/quickbase-review-9048245)" | | 5 | [Hive](https://www.g2.com/products/hive-hive-hive/reviews) | 4.6/5.0 (650 reviews) | Flexible multi-view portfolio and workload tracking | "[Keeps My Healthcare Content and Projects Organized in One Workspace](https://www.g2.com/survey_responses/hive-review-12848273)" | | 6 | [Celoxis](https://www.g2.com/products/celoxis/reviews) | 4.6/5.0 (474 reviews) | Cross-project portfolio tracking with financial visibility | "[Intuitive UI and Custom Dashboards That Streamline Tracking and Reporting](https://www.g2.com/survey_responses/celoxis-review-13034908)" | | 7 | [ServiceNow Strategic Portfolio Management](https://www.g2.com/products/servicenow-strategic-portfolio-management/reviews) | 4.1/5.0 (243 reviews) | Strategy-to-execution visibility inside ServiceNow ITSM | "[Powerful Strategic-to-Execution Governance and Portfolio Visibility with ServiceNow SPM](https://www.g2.com/survey_responses/servicenow-strategic-portfolio-management-review-12824083)" | | 8 | [GanttPRO](https://www.g2.com/products/ganttpro-ganttpro/reviews) | 4.8/5.0 (527 reviews) | — | "[Intuitive Tool for University Project Management](https://www.g2.com/survey_responses/ganttpro-review-12929359)" | | 9 | [Oracle Primavera](https://www.g2.com/products/oracle-primavera/reviews) | 4.4/5.0 (341 reviews) | CPM scheduling with resource-loaded cost control | "[Promising Tool with Scope for Enhancements](https://www.g2.com/survey_responses/oracle-primavera-review-12906556)" | | 10 | [Scoro](https://www.g2.com/products/scoro/reviews) | 4.5/5.0 (479 reviews) | Quote-to-invoice project delivery with utilization tracking | "[All-in-One Solution That Enhances Agency Efficiency](https://www.g2.com/survey_responses/scoro-review-12668796)" | ## How Many Project and Portfolio Management Software Products Does G2 Track? **Total Products under this Category:** 151 ### Category Stats (Jun 2026) - **Average Rating**: 4.32/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Corporater Business Management Platform (+7.14%) - Among all products in this category, Corporater Business Management Platform recorded the largest rating increase compared to last month *Last updated: June 30, 2026* ## How Does G2 Rank Project and Portfolio Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 67,100+ Authentic Reviews - 151+ 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. ## Which Project and Portfolio Management Software Is Best for Your Use Case? - **Leader:** [Smartsheet](https://www.g2.com/products/smartsheet/reviews) - **Highest Performer:** [GanttPRO](https://www.g2.com/products/ganttpro-ganttpro/reviews) - **Easiest to Use:** [Hive](https://www.g2.com/products/hive-hive-hive/reviews) - **Top Trending:** [ServiceNow Strategic Portfolio Management](https://www.g2.com/products/servicenow-strategic-portfolio-management/reviews) - **Best Free Software:** [Smartsheet](https://www.g2.com/products/smartsheet/reviews) --- **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%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%2Frisk-analysis&secure%5Btoken%5D=b05d3c17944da5058f19edd9fcab6a588a6205d285d07d316f3b24718f72382e&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) --- ## What Are the Top-Rated Project and Portfolio Management Software Products in 2026? ### 1. [Octave Sequence Enterprise (EcoSys)](https://www.g2.com/products/octave-sequence-enterprise-ecosys/reviews) Octave Sequence Enterprise (formerly EcoSys) is an enterprise project performance solution designed to bring clarity, control, and predictability to complex project environments. It connects project portfolio management, project controls, and project management into a unified platform that helps organizations manage the full lifecycle of their capital programs. Built for complex engineering, construction, and infrastructure projects, Sequence Enterprise provides the structure needed to align strategy with execution. Organizations gain a consistent view of cost, schedule, risk, and performance, allowing teams to act earlier, manage change more effectively, and deliver better outcomes. The platform is highly configurable and easy to use, enabling organizations to adapt workflows, dashboards, and reporting to their delivery models without heavy customization. Sequence Enterprise also integrates with key enterprise systems, including ERP, scheduling, and other critical project data sources, creating a connected ecosystem that replaces fragmented tools and eliminates data silos. With trusted data and enterprise-wide visibility, leaders can better understand performance, allocate resources more effectively, and forecast outcomes with greater confidence. Ultimately, Sequence Enterprise helps organizations move from fragmented project oversight to coordinated performance, empowering teams to deliver projects on time, on budget, and aligned with strategic goals. **Average Rating:** 4.1/5.0 **Total Reviews:** 56 **How Do G2 Users Rate Octave Sequence Enterprise (EcoSys)?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.0/10) - **Optimization:** 8.7/10 (Category avg: 8.4/10) - **Alignment:** 8.5/10 (Category avg: 8.5/10) - **Performance:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Octave Sequence Enterprise (EcoSys)?** - **Seller:** [Octave](https://www.g2.com/sellers/octave-9e5a428c-f303-4735-9417-dff1ef5736d4) - **Company Website:** https://www.octave.com/ - **HQ Location:** Madison, US - **LinkedIn® Page:** https://www.linkedin.com/company/octaveintelligence/ (3,001 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction, Computer Software - **Company Size:** 41% Mid-Market, 38% Small-Business #### What Are Octave Sequence Enterprise (EcoSys)'s Pros and Cons? **Pros:** - Ease of Use (22 reviews) - Project Management (20 reviews) - Features (15 reviews) - Easy Integration (14 reviews) - Project Tracking (14 reviews) **Cons:** - Learning Curve (16 reviews) - Steep Learning Curve (11 reviews) - Difficult Onboarding (9 reviews) - Complexity (8 reviews) - Difficult Learning Curve (8 reviews) ### What Do G2 Reviewers Say About Octave Sequence Enterprise (EcoSys)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of EcoSys, seamlessly integrating all project data into one efficient platform. - Users value EcoSys for its **seamless integration of complex project data** , enhancing efficiency and productivity in project management. - Users appreciate the **seamless integration** of EcoSys into project management, enhancing efficiency and eliminating manual tasks. - Users value EcoSys for its **easy integration** of complex data, streamlining project management and enhancing productivity. - Users value the **powerful project tracking** capabilities of Octave Sequence Enterprise, enhancing efficiency across multiple projects. **Cons:** - Users find the **learning curve steep** , requiring significant time and training to use EcoSys effectively. - Users find the **steep learning curve** of Octave Sequence Enterprise challenging, requiring significant time and patience to master. - Users find the **difficult onboarding** process of EcoSys challenging, especially without prior experience or proper training. - Users find EcoSys to be **complex for new users** , requiring significant time to learn and navigate the cluttered interface. - Users find the **difficult learning curve** of Octave Sequence Enterprise challenging, requiring significant time and patience to master. #### What Are Recent G2 Reviews of Octave Sequence Enterprise (EcoSys)? **"[Strong Project Financial Management Tool with Room for Improvement](https://www.g2.com/survey_responses/octave-sequence-enterprise-ecosys-review-12959087)"** **Rating:** 5.0/5.0 stars *— ATUL A.* [Read full review](https://www.g2.com/survey_responses/octave-sequence-enterprise-ecosys-review-12959087) --- **"[Powerful Platform for Project Controls and Performance Management](https://www.g2.com/survey_responses/octave-sequence-enterprise-ecosys-review-12957995)"** **Rating:** 4.5/5.0 stars *— Jad F.* [Read full review](https://www.g2.com/survey_responses/octave-sequence-enterprise-ecosys-review-12957995) --- #### What Are G2 Users Discussing About Octave Sequence Enterprise (EcoSys)? - [What is a cost control software?](https://www.g2.com/discussions/ecosys-what-is-a-cost-control-software) - [What is hexagon EcoSys?](https://www.g2.com/discussions/ecosys-what-is-hexagon-ecosys) - [What is EcoSys EPC?](https://www.g2.com/discussions/ecosys-what-is-ecosys-epc) - [What is EcoSys used for?](https://www.g2.com/discussions/ecosys-what-is-ecosys-used-for) ### 2. [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. Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries, from technology and consulting to manufacturing and professional services. "After successfully implementing core project and program management capabilities over the past few years, we've built a solid foundation of data and processes. This positions us very well to leverage Gen AI and Planview Anvi to drive the next wave of transformation - enhancing productivity, accelerating adoption, and achieving higher levels of PPM maturity." – Estela Lauricella-Thota, Senior Director of Technology Transformation at Cognizant **Average Rating:** 4.1/5.0 **Total Reviews:** 519 **How Do G2 Users Rate Planview AdaptiveWork?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.0/10) - **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:** https://www.planview.com - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview (3,049 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/7268/ (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% Mid-Market, 42% Enterprise #### What Are Planview AdaptiveWork's Pros and Cons? **Pros:** - Easy Management (2 reviews) - Project Management (2 reviews) - Customizability (1 reviews) - Customization (1 reviews) - Ease of Use (1 reviews) **Cons:** - Access Limitations (1 reviews) - App Functionality (1 reviews) - Change Adjustments (1 reviews) - Inadequate Tools (1 reviews) - Manual Data Entry (1 reviews) ### What Do G2 Reviewers Say About Planview AdaptiveWork? *AI-generated summary from verified user reviews* **Pros:** - Users find **Easy Management** in Planview AdaptiveWork, appreciating its customizable workflows and seamless project tracking. - Users value the **customizable workflows** of Planview AdaptiveWork, which enhance project tracking and management ease. - Users value the **customizability** of Planview AdaptiveWork, enabling easy workflow creation without coding knowledge. - Users appreciate the **customizability** of Planview AdaptiveWork, allowing anyone to easily create workflows without coding knowledge. - Users value the **ease of use** in customizing workflows without coding, enhancing their project management experience. **Cons:** - Users face **access limitations** with Planview AdaptiveWork, often needing to complete processes outside the tool before entry. - Users find that **app functionality is lacking** , often requiring workarounds and leading to a frustrating experience. - Users face significant **change adjustments** with Planview AdaptiveWork as many processes require external completion before entry. - Users express frustration with **inadequate tools** that require manual processes outside of the system, impacting efficiency. - Users face **inefficient manual data entry** challenges as many processes require external completion before tool integration. #### What Are Recent G2 Reviews of Planview AdaptiveWork? **"[Flexibility and Depth, but Challenges in Configuration](https://www.g2.com/survey_responses/planview-adaptivework-review-12756711)"** **Rating:** 4.0/5.0 stars *— Iker R.* [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-12756711) --- **"[Director of Construction & PMO](https://www.g2.com/survey_responses/planview-adaptivework-review-12748316)"** **Rating:** 4.5/5.0 stars *— Timothy G.* [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-12748316) --- #### 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 ### 3. [cplace](https://www.g2.com/products/cplace/reviews) cplace is a modern software platform for project and portfolio management (PPM). It revolutionizes and transforms the way people and organizations collaborate, enabling companies to efficiently manage complex projects. cplace combines the reliability of standard software with the flexibility of customized solutions. The adaptive platform with built-in AI provides a unified data foundation, promotes cross-site and cross-functional collaboration, and can be adapted in real time. International industry leaders, including those in the automotive, aerospace, pharmaceutical and life sciences, and mechanical engineering industries, rely on cplace to develop innovative and complex products, utilize resources efficiently, improve decision-making processes, and successfully complete projects. Behind the cplace brand is collaboration Factory GmbH, founded in 2014 and headquartered in Munich, Germany. **Average Rating:** 4.7/5.0 **Total Reviews:** 18 **How Do G2 Users Rate cplace?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.0/10) - **Optimization:** 6.7/10 (Category avg: 8.4/10) - **Alignment:** 9.2/10 (Category avg: 8.5/10) - **Performance:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind cplace?** - **Seller:** [cplace](https://www.g2.com/sellers/cplace) - **Year Founded:** 2014 - **HQ Location:** Munich, Bavaria - **LinkedIn® Page:** https://www.linkedin.com/company/10307505/ (163 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Automotive - **Company Size:** 45% Enterprise, 25% Mid-Market #### What Are cplace's Pros and Cons? **Pros:** - Customization (1 reviews) - Flexibility (1 reviews) - Team Collaboration (1 reviews) **Cons:** - Intimidation (1 reviews) - Project Management (1 reviews) ### What Do G2 Reviewers Say About cplace? *AI-generated summary from verified user reviews* **Pros:** - Users value the **flexible customization** of cplace, enabling tailored solutions for diverse team processes and collaboration. - Users appreciate the **flexibility** of cplace, enabling teams to tailor processes and enhance collaboration across departments. - Users value the **flexibility and configurability** of cplace, enhancing collaboration and transparency among teams and departments. **Cons:** - Users find the **intimidation factor** high due to language barriers and complex initial setup in cplace. - Users find the **initial German setup** challenging, impacting usability for international teams using cplace. #### What Are Recent G2 Reviews of cplace? **"[Flexible, Configurable, and Perfect for Complex Collaboration](https://www.g2.com/survey_responses/cplace-review-11889051)"** **Rating:** 4.5/5.0 stars *— Verified User in Automotive* [Read full review](https://www.g2.com/survey_responses/cplace-review-11889051) --- **"[Excellent software with the highest flexibility & customer-specific configuration options](https://www.g2.com/survey_responses/cplace-review-4505782)"** **Rating:** 5.0/5.0 stars *— Julian V.* [Read full review](https://www.g2.com/survey_responses/cplace-review-4505782) --- #### What Are G2 Users Discussing About cplace? - [What is cplace used for?](https://www.g2.com/discussions/what-is-cplace-used-for) - [What is cplace Enterprise Scheduling used for?](https://www.g2.com/discussions/what-is-cplace-enterprise-scheduling-used-for) ### 4. [Planview Portfolios](https://www.g2.com/products/planview-portfolios/reviews) Planview Portfolios is an enterprise strategic portfolio management software solution that helps PMO leaders, portfolio managers, and project teams connect organizational strategy to day-to-day work delivery across programs, resources, and investment decisions from a single platform. Formerly known as Planview Enterprise One, it sits within the strategic portfolio management and project portfolio management software categories and is built for large organizations managing complex, cross-functional initiative portfolios across multiple business units and delivery methodologies simultaneously. For practitioners, the platform provides a structured environment where incoming demand can be evaluated against available capacity, work can be planned and tracked across waterfall, agile, and hybrid approaches, and financial performance can be monitored at both the project and portfolio level. Role-based dashboards surface relevant data to each user type — from team members logging time to portfolio leaders reviewing investment performance — without requiring manual report assembly. Key features practitioners interact with regularly include: • Demand and investment management tools that allow teams to collect project and program requests, score them against business objectives, and model prioritization decisions before resources are committed • Scenario planning and what-if analysis capabilities that let portfolio managers compare alternative staffing, timing, and funding configurations to assess trade-offs and adapt plans when strategic priorities shift • Hybrid work delivery support that accommodates waterfall project schedules, agile team planning, and lean portfolio management approaches within the same governance framework — reducing the need for separate tools across delivery teams • Integrated financial tracking including budgeting, forecasting, cost actuals, and agile costing that connect planned spend to actual delivery activity across the full portfolio • Embedded AI capabilities including natural language querying, automated workflow triggers, and sentiment analysis on project status updates that surface emerging risks and reduce manual oversight effort Planview Portfolios connects to enterprise systems including SAP, Salesforce, Workday, ServiceNow, and Microsoft tools, and includes more than 200 out-of-the-box reports and visualizations. Planview’s strategic portfolio management solution empowers enterprise PMOs, EPMOs, transformation leaders, and product portfolio organizations at organizations including FedEx, Dow Chemical, Endress+Hauser, and UPS to navigate their transformation journey, adapt with change, and accelerate on-strategy delivery. **Average Rating:** 3.8/5.0 **Total Reviews:** 85 **How Do G2 Users Rate Planview Portfolios?** - **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 9.0/10) - **Optimization:** 9.3/10 (Category avg: 8.4/10) - **Alignment:** 9.7/10 (Category avg: 8.5/10) - **Performance:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Planview Portfolios?** - **Seller:** [Planview](https://www.g2.com/sellers/planview) - **Company Website:** https://www.planview.com - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview (3,049 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/7268/ (1,868 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Insurance - **Company Size:** 80% Enterprise, 25% Mid-Market #### What Are Planview Portfolios's Pros and Cons? **Pros:** - Project Management (2 reviews) - Project Tracking (2 reviews) - Automation (1 reviews) - Custom Fields (1 reviews) - Customizability (1 reviews) **Cons:** - Learning Curve (1 reviews) - Missing Features (1 reviews) - Poor Design (1 reviews) - Poor Layout Design (1 reviews) - Poor UI (1 reviews) ### What Do G2 Reviewers Say About Planview Portfolios? *AI-generated summary from verified user reviews* **Pros:** - Users value the **powerful project management functionality** of Planview Portfolios, facilitating seamless resource and workflow management. - Users value the **comprehensive project tracking** capabilities for efficient resource management and customizable workflows. - Users value the **automation features** in Planview Portfolios, enhancing workflow management and reporting capabilities. - Users value the **customizable lifecycle workflows** in Planview Portfolios, enhancing project management efficiency and reporting. - Users value the **customizability** of Planview Portfolios, enabling tailored workflows and flexible reporting options for projects. **Cons:** - Users find the **lengthy support process** for Planview Portfolios time-consuming and frustrating for issue resolution. - Users feel the **missing features** limit Planview Portfolios' flexibility, particularly in dynamic input screen capabilities. - Users call for an overhaul in UX design, particularly to improve **dynamic input capabilities** for better user interaction. - Users find the **poor layout design** of Planview Portfolios limits intuitive navigation and data entry efficiency. - Users criticize the **poor UI** of Planview Portfolios, highlighting the need for a more dynamic and user-friendly design. #### What Are Recent G2 Reviews of Planview Portfolios? **"[Planview Portfolios Transformed Our Data-Driven Enterprise Portfolio Strategy](https://www.g2.com/survey_responses/planview-portfolios-review-12755131)"** **Rating:** 5.0/5.0 stars *— Richard M.* [Read full review](https://www.g2.com/survey_responses/planview-portfolios-review-12755131) --- **"[Versatile but Needs Better User Roles Management](https://www.g2.com/survey_responses/planview-portfolios-review-12748110)"** **Rating:** 4.0/5.0 stars *— Lynette P.* [Read full review](https://www.g2.com/survey_responses/planview-portfolios-review-12748110) --- #### What Are G2 Users Discussing About Planview Portfolios? - [How much does Planview Enterprise Cost?](https://www.g2.com/discussions/how-much-does-planview-enterprise-cost) - [What is Planview CTM?](https://www.g2.com/discussions/what-is-planview-ctm) - [What is the purpose of Planview?](https://www.g2.com/discussions/what-is-the-purpose-of-planview) - [What is Planview Enterprise One?](https://www.g2.com/discussions/what-is-planview-enterprise-one) - 1 comment ### 5. [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: 9.0/10) - **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:** https://www.linkedin.com/company/2064716/ (11 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 46% Mid-Market, 31% Small-Business #### What Are Recent G2 Reviews of ITM Platform? **"[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) --- **"[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) --- #### 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) ### 6. [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: 9.0/10) - **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:** https://www.linkedin.com/company/163414/ (4,776 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Defense & Space - **Company Size:** 42% Enterprise, 42% Mid-Market #### What Are Deltek Project Portfolio Management's Pros and Cons? **Pros:** - Integrations (2 reviews) - Budget Management (1 reviews) - Ease of Use (1 reviews) - Easy Integration (1 reviews) - Features (1 reviews) **Cons:** - Beginner Difficulty (1 reviews) - Difficult Onboarding (1 reviews) - Layout Issues (1 reviews) - Learning Curve (1 reviews) - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About Deltek Project Portfolio Management? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **seamless integration** of Deltek Project Portfolio Management with enterprise risk management for effective risk management. - Users find it easy to conduct **cost analysis** with Deltek Project Portfolio Management, enhancing their EVM capabilities. - Users praise the **ease of use** in Deltek Project Portfolio Management, especially for cost analysis and EVM tasks. - Users value the **easy integration** of Deltek Project Portfolio Management, enhancing overall risk management capabilities. - Users value the **seamless integration with enterprise risk management** , highlighting its potential for effective risk management. **Cons:** - Users feel that **more walkthrough tutorials** are needed for easier navigation and understanding as beginners. - Users feel that the **difficult onboarding** process could improve with more tutorials for better navigation and understanding. - Users find **layout issues** in Deltek Project Portfolio Management frustrating, making the software feel dated and clunky. - Users feel the **learning curve is steep** and suggest more tutorials to enhance usability for new users. - Users find the **limited customization** options of Deltek Project Portfolio Management restrictive, feeling it lacks modern capabilities. #### 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) --- ### 7. [SmartCore](https://www.g2.com/products/smartcore/reviews) SmartCore is a comprehensive, web-based Project Portfolio Management (PPM) solution designed to streamline the entire project lifecycle—from initial idea capture to benefits realization. It offers a consolidated view of programs and projects, enabling users to drill down into any data item for enhanced understanding. With tools for creating, updating, and tracking plans, milestones, and resources, SmartCore ensures projects are delivered on time and within budget. Its intuitive dashboards and intelligent workflows facilitate agile, waterfall, and hybrid project methodologies, promoting efficient collaboration and decision-making. Key Features and Functionality: - Program and Project Management: Manage the entire project lifecycle with analytics, workflows, and toolsets to deliver projects on time and within budget. - Portfolio Management: Analyze, select, prioritize, and manage programs and projects in alignment with strategic objectives and delivery capacity. - Resource Management: Gain control over resources and their utilization using intuitive dashboards and intelligent skills matching capabilities. - Agile Delivery: Support agile, waterfall, and hybrid project methodologies with configured views and workflows for cross-functional teams. - Process Management: Streamline processes with intelligent workflows that connect teams and systems, aligning communications and boosting productivity. - Risk Management: Identify, evaluate, prioritize, and escalate risks and issues across the portfolio to improve visibility and resolution. Primary Value and User Solutions: SmartCore addresses the complexities of managing multiple projects and resources by providing a unified platform that enhances visibility, collaboration, and efficiency. It enables organizations to make informed decisions with real-time data, optimize resource allocation, and align projects with strategic goals. By integrating various project management aspects into a single solution, SmartCore reduces administrative overhead, minimizes risks, and ensures projects are delivered successfully, thereby maximizing return on investment. **Average Rating:** 4.3/5.0 **Total Reviews:** 18 **How Do G2 Users Rate SmartCore?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.0/10) **Who Is the Company Behind SmartCore?** - **Seller:** [Ninthwave](https://www.g2.com/sellers/ninthwave) - **Year Founded:** 1995 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/ninth-wave (24 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 47% Mid-Market, 32% Small-Business #### What Are SmartCore's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Easy Implementation (1 reviews) - Intuitive (1 reviews) - Real-Time Collaboration (1 reviews) - Seamless Integration (1 reviews) **Cons:** - Integration Difficulty (1 reviews) - Internet Dependence (1 reviews) - Pricing Concerns (1 reviews) - Syncing Issues (1 reviews) ### What Do G2 Reviewers Say About SmartCore? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** of SmartCore, which streamlines tasks and enhances overall productivity effortlessly. - Users find SmartCore to be **very easy to implement** , enhancing their experience across multiple applications. - Users find SmartCore's interface **intuitive** , making it accessible for even non-technical users to navigate easily. - Users value the **real-time collaboration** features of SmartCore, enhancing teamwork and operational efficiency effectively. - Users value the **seamless integration** of SmartCore, enhancing connectivity and security across their smart devices. **Cons:** - Users experience **integration difficulties** , particularly with connection drops and inconsistent voice assistant performance. - Users experience issues with SmartCore due to its **internet dependence** , as it stops functioning without a connection. - Users express concerns about the **pricing** of SmartCore, suggesting it needs improvements for wider adoption. - Users often face **syncing issues** with devices, impacting their overall SmartCore experience and reliability. #### What Are Recent G2 Reviews of SmartCore? **"[Simplifying Everyday Task](https://www.g2.com/survey_responses/smartcore-review-9684012)"** **Rating:** 5.0/5.0 stars *— Uddeshya S.* [Read full review](https://www.g2.com/survey_responses/smartcore-review-9684012) --- **"[User experience (UX/UI)](https://www.g2.com/survey_responses/smartcore-review-11187564)"** **Rating:** 5.0/5.0 stars *— Samad K.* [Read full review](https://www.g2.com/survey_responses/smartcore-review-11187564) --- ### 8. [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: 9.0/10) - **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:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) - **Ownership:** NYSE:SAP **Who Uses This Product?** - **Company Size:** 73% Enterprise, 30% Mid-Market #### 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) ### 9. [BigPicture](https://www.g2.com/products/appfire-bigpicture/reviews) What is BigPicture? BigPicture is a Project Portfolio Management (PPM) app where teams can plan, track, and report on work across the business. It serves as the organization's single source of truth. BigPicture is compatible with Classic, Agile, and Hybrid approaches, making it suitable for any stage of digital transformation. The app is available in Atlassian and monday.com ecosystems. Purpose Manage products, projects, programs, products, and portfolios in one place, from planning to execution. Streamline your teams' work, save time, and gather invaluable insights, regardless of scale. Key Features - Gantt charts with timeline and WBS: Visualize the timeline and scope of initiatives for unprecedented clarity of information. - Resource management: Oversee teams’ workload and capacity across projects, programs, and portfolios to allocate resources efficiently. - Roadmapping: Craft detailed project and product roadmaps to track the progress and keep relevant stakeholders informed. - Cross-project dependencies: Visualize and map dependencies across initiatives to strengthen the alignment between cross-functional work. - Reporting: Track progress easily with customizable views and real-time updates. Benefits to Users BigPicture centralizes all your management efforts at any granularity level. You can structure and visualize all your initiatives with aggregated data to see the whole picture in one place. Thanks to seamless two-way integration with Jira and monday.com, your teams can work in their management tools of choice, and the management data is always up-to-date. As enterprise-grade software, BigPicture handles even the most complex portfolios without sacrificing performance and usability. **Average Rating:** 4.3/5.0 **Total Reviews:** 23 **How Do G2 Users Rate BigPicture?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.0/10) - **Optimization:** 7.3/10 (Category avg: 8.4/10) - **Alignment:** 7.9/10 (Category avg: 8.5/10) - **Performance:** 7.4/10 (Category avg: 8.6/10) **Who Is the Company Behind BigPicture?** - **Seller:** [Appfire](https://www.g2.com/sellers/appfire) - **Company Website:** https://appfire.com/ - **Year Founded:** 2005 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Appfire (1,632 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/389303 (745 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 50% Mid-Market, 29% Enterprise #### What Are BigPicture's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Organization (3 reviews) - Project Management (3 reviews) - Project Tracking (3 reviews) - Intuitive (2 reviews) **Cons:** - Learning Curve (3 reviews) - Difficult Setup (2 reviews) - Expensive (2 reviews) - Slow Loading (2 reviews) - Slow Performance (2 reviews) ### What Do G2 Reviewers Say About BigPicture? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of BigPicture, appreciating its intuitive interface and seamless project management features. - Users value the **effective organization** capabilities of BigPicture, enhancing collaboration and task management in Jira projects. - Users value BigPicture for its **efficient project management** capabilities, enhancing organization and real-time communication with teams. - Users appreciate the **unified project tracking** in BigPicture, enabling seamless collaboration across Agile and waterfall methodologies. - Users find the **intuitive drag-and-drop interface** of BigPicture enhances their project planning and tracking experience significantly. **Cons:** - Users find the **steep learning curve** of BigPicture challenging, especially when handling large datasets and team configurations. - Users find the **difficult setup** process time-consuming, especially when managing large datasets and user permissions. - Users find BigPicture **expensive** due to the requirement of purchasing licenses for every individual user. - Users often find BigPicture to be **slow to load** , particularly when working with large datasets, affecting usability. - Users find the **slow performance** of BigPicture particularly noticeable with large datasets and during initial setup. #### What Are Recent G2 Reviews of BigPicture? **"[Great for Project Organization, But Permissions Setup Can Be Tricky](https://www.g2.com/survey_responses/bigpicture-review-11907728)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/bigpicture-review-11907728) --- **"[Effective for Project Management with Gantt Support](https://www.g2.com/survey_responses/bigpicture-review-11908072)"** **Rating:** 5.0/5.0 stars *— Emilio O.* [Read full review](https://www.g2.com/survey_responses/bigpicture-review-11908072) --- #### What Are G2 Users Discussing About BigPicture? - [What is BigPicture used for?](https://www.g2.com/discussions/what-is-bigpicture-used-for) ### 10. [Sitetracker](https://www.g2.com/products/sitetracker/reviews) Sitetracker empowers owners, operators, contractors, and other stakeholders to streamline and optimize the end-to-end asset lifecycle of critical infrastructure. As the leading global complete Asset Lifecycle Management platform, Sitetracker helps innovative companies like Vodafone, Ericsson, ENGIE, Telefonica, Cypress Creek Renewables, Cox, Iberdrola, EVgo, Vantage Towers, Southern Company, Zayo, Tilson, Nextera, EDOTCO, E.On, Axione, and TEP efficiently plan, build, operate, and maintain millions of projects, sites, and assets. Scout, Sitetracker's agentic AI platform, enables organizations across digital infrastructure and clean energy to move from operational insight to autonomous execution, without replacing the systems their teams already depend on. Sitetracker delivers operational excellence and creates full transparency across industries such as digital infrastructure, renewables, EV charging, utilities, and real estate by driving safe, efficient teams, ensuring healthy projects, and enabling organizations to manage scale, growth, and complexity. Trusted by hundreds of industry leaders, Sitetracker advances a more connected and sustainable future across the world. Manage What’s Critical, with Sitetracker. **Average Rating:** 4.3/5.0 **Total Reviews:** 27 **How Do G2 Users Rate Sitetracker?** - **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 9.0/10) **Who Is the Company Behind Sitetracker?** - **Seller:** [Sitetracker](https://www.g2.com/sellers/sitetracker) - **Year Founded:** 2013 - **HQ Location:** Montclair, NJ - **Twitter:** @SitetrackerInc (1,171 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sitetracker/ (412 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications - **Company Size:** 53% Mid-Market, 27% Small-Business #### What Are Recent G2 Reviews of Sitetracker? **"[Sitetracker Brings Real-Time Visibility Across Projects, Finance, and Field Ops](https://www.g2.com/survey_responses/sitetracker-review-12672939)"** **Rating:** 4.0/5.0 stars *— Sheridan G.* [Read full review](https://www.g2.com/survey_responses/sitetracker-review-12672939) --- **"[From Salesforce to SiteTracker: a step forward for complex operations](https://www.g2.com/survey_responses/sitetracker-review-12677765)"** **Rating:** 4.0/5.0 stars *— Giuseppe P.* [Read full review](https://www.g2.com/survey_responses/sitetracker-review-12677765) --- #### What Are G2 Users Discussing About Sitetracker? - [When was Sitetracker founded?](https://www.g2.com/discussions/when-was-sitetracker-founded) - 1 comment - [Is Sitetracker built on Salesforce?](https://www.g2.com/discussions/is-sitetracker-built-on-salesforce) - [What is Sitetracker used for?](https://www.g2.com/discussions/what-is-sitetracker-used-for) ### 11. [Birdview](https://www.g2.com/products/birdview/reviews) Birdview is a comprehensive, full-cycle platform designed to assist organizations in planning, managing, and forecasting resources, finances, and projects in a unified environment. This solution provides total project visibility, enabling teams and clients to oversee their projects effectively, thereby fostering growth and promoting streamlined processes. Targeted at a diverse range of businesses, Birdview is particularly beneficial for organizations that handle multiple projects simultaneously. It offers customizable views and centralized data management, which allows users to maintain balanced workloads and adapt to evolving business needs. The platform's capabilities extend to precise financial management and budgeting, ensuring that organizations can keep their projects on track financially while optimizing resource allocation. Birdview features two distinct products tailored to meet varied client requirements. Birdview Project Management simplifies the lives of project managers by streamlining the entire project lifecycle, from intake and planning to execution and project accounting. This product is designed to enhance efficiency and control, allowing project managers to focus on delivering results rather than getting bogged down by administrative tasks. On the other hand, Birdview Professional Services is specifically crafted for service-oriented organizations, facilitating client project management and collaboration. This ensures smooth service delivery while also providing robust financial tracking capabilities. Each product is equipped with advanced features that provide control over every stage of the project. Business Intelligence (BI)-powered dashboards and reports enable data-driven decision-making, which is crucial for enhancing productivity, profitability, and overall efficiency. These tools allow organizations to visualize their project data in real-time, making it easier to identify trends, assess performance, and make informed adjustments as necessary. Furthermore, Birdview integrates seamlessly with over 5,000 applications, enhancing its utility in various organizational contexts. This extensive integration capability ensures that users can manage their projects more effectively, leveraging existing tools and systems to create a cohesive workflow. By providing a centralized platform that encompasses project management, financial oversight, and resource allocation, Birdview stands out as a versatile solution for organizations aiming to optimize their project management processes. **Average Rating:** 4.2/5.0 **Total Reviews:** 391 **How Do G2 Users Rate Birdview?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.0/10) - **Optimization:** 8.9/10 (Category avg: 8.4/10) - **Alignment:** 8.7/10 (Category avg: 8.5/10) - **Performance:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Birdview?** - **Seller:** [Birdview PSA](https://www.g2.com/sellers/birdview-psa) - **Company Website:** https://birdviewpsa.com/ - **Year Founded:** 2003 - **HQ Location:** Toronto - **Twitter:** @birdviewpsa (1,202 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/birdviewpsa/ (34 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 43% Mid-Market, 34% Small-Business #### What Are Recent G2 Reviews of Birdview? **"[Consultant - review after 6 months of work](https://www.g2.com/survey_responses/birdview-review-9723891)"** **Rating:** 4.5/5.0 stars *— Ravi Shankar P.* [Read full review](https://www.g2.com/survey_responses/birdview-review-9723891) --- **"[Birdview product review](https://www.g2.com/survey_responses/birdview-review-11666311)"** **Rating:** 4.5/5.0 stars *— Roshan R.* [Read full review](https://www.g2.com/survey_responses/birdview-review-11666311) --- #### What Are G2 Users Discussing About Birdview? - [What is PSA in technology?](https://www.g2.com/discussions/what-is-psa-in-technology) - 1 comment - [What are simple projects?](https://www.g2.com/discussions/what-are-simple-projects) - 2 comments - [What is PSA in ERP?](https://www.g2.com/discussions/what-is-psa-in-erp) - 1 comment - [What are some unique features of project management software?](https://www.g2.com/discussions/easy-projects-what-are-some-unique-features-of-project-management-software) - 1 comment - [What is a PSA platform?](https://www.g2.com/discussions/what-is-a-psa-platform) - 1 comment ### 12. [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews) From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform. **Average Rating:** 4.5/5.0 **Total Reviews:** 172 **How Do G2 Users Rate Cloud Coach?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.0/10) - **Optimization:** 8.3/10 (Category avg: 8.4/10) - **Alignment:** 8.1/10 (Category avg: 8.5/10) - **Performance:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Cloud Coach?** - **Seller:** [Cloud Coach](https://www.g2.com/sellers/cloud-coach-43497685-2c64-4700-a4ec-dacdf7bf3c94) - **Company Website:** https://www.cloudcoach.com - **Year Founded:** 2005 - **HQ Location:** Fort Collins, Colorado - **Twitter:** @cloudcoach (116 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2739348/ (45 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 54% Mid-Market, 31% Small-Business #### What Are Cloud Coach's Pros and Cons? **Pros:** - Ease of Use (51 reviews) - Project Management (44 reviews) - Integrations (42 reviews) - Easy Integration (33 reviews) - Salesforce Integration (32 reviews) **Cons:** - Learning Curve (24 reviews) - Complexity (20 reviews) - Missing Features (15 reviews) - Limited Customization (13 reviews) - Complex Usability (12 reviews) ### What Do G2 Reviewers Say About Cloud Coach? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Cloud Coach, enhancing organization, productivity, and seamless collaboration. - Users value the **seamless integration with Salesforce** , enabling efficient project management and comprehensive reporting. - Users appreciate the **seamless integration** with Salesforce, enhancing project visibility and collaboration across teams. - Users value the **easy integration** of Cloud Coach with Salesforce, enhancing flexibility and customization for their needs. - Users appreciate the **seamless Salesforce integration** of Cloud Coach, enhancing visibility and optimizing project management without data duplication. **Cons:** - Users find the **steep learning curve** of Cloud Coach challenging, especially when starting with its extensive functionalities. - Users find Cloud Coach has **complex navigation** , making it hard for new users to adapt and utilize effectively. - Users express concerns over **missing features** in Cloud Coach, impacting the effectiveness of their project management efforts. - Users face **limited customization** options in Cloud Coach, leading to complex workflows and potential performance issues. - Users find Cloud Coach's interface **complex and cumbersome** , creating challenges for new users and customization efforts. #### What Are Recent G2 Reviews of Cloud Coach? **"[Seamless Salesforce Integration and Powerful Project Management](https://www.g2.com/survey_responses/cloud-coach-review-12110564)"** **Rating:** 4.5/5.0 stars *— Msalazar L.* [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12110564) --- **"[Unified Project, CRM & Support Platform That Streamlines Workflows and Capacity Tracking](https://www.g2.com/survey_responses/cloud-coach-review-12276021)"** **Rating:** 5.0/5.0 stars *— Beatrice R.* [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12276021) --- #### What Are G2 Users Discussing About Cloud Coach? - [How do you use Cloud Coach?](https://www.g2.com/discussions/how-do-you-use-cloud-coach) - [Does salesforce have a project management tool?](https://www.g2.com/discussions/does-salesforce-have-a-project-management-tool) - [How long is the cloud coach program?](https://www.g2.com/discussions/how-long-is-the-cloud-coach-program) - [What does Cloud Coach do?](https://www.g2.com/discussions/what-does-cloud-coach-do) - 1 comment ### 13. [Proggio](https://www.g2.com/products/proggio/reviews) Proggio is a next-generation, adaptive project portfolio management solution for enterprises and mid-market companies. By bringing clarity and simplicity to project portfolio management, Proggio accelerates digital transformation in a segment that is primarily using spreadsheets and presentations. With its unique, adaptive solution, Proggio provides dynamic high-level views for executive managers, project managers, and other stakeholders. The solution was designed to quickly adapt to a change-driven environment, with an unprecedented level of user interface simplicity. Learn more at proggio.com. **Average Rating:** 4.4/5.0 **Total Reviews:** 36 **How Do G2 Users Rate Proggio?** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.0/10) - **Optimization:** 8.1/10 (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 Proggio?** - **Seller:** [Proggio](https://www.g2.com/sellers/proggio-d7318611-5f6b-42b2-b3f2-61a9a168fe30) - **Year Founded:** 2015 - **HQ Location:** Kfar Saba, Hasharon Distinct - **Twitter:** @ProggioApp (407 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/17997454/ (27 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 53% Mid-Market, 28% Enterprise #### What Are Recent G2 Reviews of Proggio? **"[Project Management and Tracking](https://www.g2.com/survey_responses/proggio-review-8173306)"** **Rating:** 4.5/5.0 stars *— Chirag A.* [Read full review](https://www.g2.com/survey_responses/proggio-review-8173306) --- **"[Excellent PM SaaS app for mid size companies](https://www.g2.com/survey_responses/proggio-review-8819095)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/proggio-review-8819095) --- #### What Are G2 Users Discussing About Proggio? - [What is Proggio used for?](https://www.g2.com/discussions/what-is-proggio-used-for) ### 14. [Acuity PPM](https://www.g2.com/products/acuity-ppm/reviews) Acuity PPM is a project portfolio management (PPM) software platform that helps mid-market PMOs and business leaders evaluate, prioritize, and govern project portfolios, with an emphasis on improving the quality of portfolio decisions before work begins. The platform supports the full portfolio lifecycle, including work intake, prioritization and scoring, roadmap planning, resource capacity management, financial planning, and project execution. It is designed for PMOs operating at Levels 1–2 of portfolio management maturity — typically organizations transitioning from spreadsheets, shared drives, or fragmented project tools toward a centralized, governance-oriented approach. The architecture scales into Level 3 capabilities such as scenario analysis and portfolio optimization without requiring a platform change. Acuity PPM provides a single source of truth for project, financial, resource, and decision data, enabling consistent reporting and transparent governance across stakeholders. The platform is configurable to organizational structure, scoring criteria, intake workflows, and financial categories. Core capabilities include: • Work intake and demand management — configurable proposal forms, governance workflows, and decision logging to standardize how initiatives are submitted, reviewed, and approved • Prioritization and scoring — weighted value and risk models, risk-value bubble charts, and portfolio heatmaps to support objective, defensible prioritization • Portfolio roadmapping and dependency tracking — Gantt-based timelines, baselines, and cross-project dependency views for sequencing and coordination • Resource capacity planning — heatmaps, role-based and named-resource views, non-project effort tracking, and scenario-based capacity analysis • Project execution — status reports, risk and issue logs, financial planning, schedules, decision logs, lessons learned, benefits tracking, and action items Acuity PPM is structured around two layers of AI-assisted capability that customers can activate as needed. Portfolio Intelligence applies AI to five governance domains — work intake, prioritization, planning, resource capacity, and risk management — to support decisions about what to fund, how to sequence, and where to allocate resources. PMO Operations consists of AI agents that perform research, monitoring, synthesis, and preparation tasks such as risk research, status synthesis, document drafting, dependency monitoring, benefits tracking, portfolio communication, and external strategic scanning. A conversational interface, Crystal AI, provides natural-language access to portfolio data and analysis. All AI outputs are designed to be explainable, source-attributed, editable, and subject to human review before entering approval workflows. The platform follows an AI-Ready, Not AI-Required model: traditional PPM functions operate independently, and AI capabilities are activated based on organizational readiness. Implementations are typically completed within two weeks. Acuity PPM serves organizations across construction, healthcare, financial services, government, higher education, and transit. **Average Rating:** 4.7/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Acuity PPM?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.0/10) - **Optimization:** 7.8/10 (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 Acuity PPM?** - **Seller:** [Acuity PPM](https://www.g2.com/sellers/acuity-ppm) - **Company Website:** https://acuityppm.com/ - **Year Founded:** 2018 - **HQ Location:** Bellevue, US - **Twitter:** @AcuityPPM (175 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/acuity-ppm/ (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 55% Mid-Market, 36% Enterprise #### What Are Recent G2 Reviews of Acuity PPM? **"[Acuity PPM Transformed Our Portfolio Management, Unlocking Value with Structured Intake & Insight](https://www.g2.com/survey_responses/acuity-ppm-review-12692556)"** **Rating:** 5.0/5.0 stars *— Chris W.* [Read full review](https://www.g2.com/survey_responses/acuity-ppm-review-12692556) --- **"[Acuity PPM: Simple, Accessible Intake and Project Tracking](https://www.g2.com/survey_responses/acuity-ppm-review-12478035)"** **Rating:** 4.5/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/acuity-ppm-review-12478035) --- #### What Are G2 Users Discussing About Acuity PPM? - [What do you look for in a PPM tool?](https://www.g2.com/discussions/what-do-you-look-for-in-a-ppm-tool) - 1 comment - [What is PPM in software project management?](https://www.g2.com/discussions/acuity-ppm-what-is-ppm-in-software-project-management) - 1 comment - [What are the components of PPM?](https://www.g2.com/discussions/what-are-the-components-of-ppm) - 1 comment - [What does PPM software do?](https://www.g2.com/discussions/acuity-ppm-what-does-ppm-software-do) - 1 comment ### 15. [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: 9.0/10) - **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:** https://www.linkedin.com/company/2709/ (23,048 employees on LinkedIn®) - **Ownership:** NASDAQ:OTEX **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 66% Enterprise, 21% Small-Business #### 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) ### 16. [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. Planview ProjectAdvantage is used by PMO leaders, project managers, and resource managers at mid-to-large organizations — including companies such as NXP Semiconductors, Schroders, and LISI AEROSPACE — that require a structured, scalable platform to manage high volumes of concurrent projects while aligning delivery capacity with portfolio priorities. 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:** 45 **How Do G2 Users Rate Planview ProjectAdvantage?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.0/10) - **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:** https://www.planview.com - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview (3,049 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/7268/ (1,868 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 48% Mid-Market, 41% Enterprise #### What Are Recent G2 Reviews of Planview ProjectAdvantage? **"[A better visualization of successful results in relation to projects in your company.](https://www.g2.com/survey_responses/planview-projectadvantage-review-4335921)"** **Rating:** 4.5/5.0 stars *— Michael M.* [Read full review](https://www.g2.com/survey_responses/planview-projectadvantage-review-4335921) --- **"[Perfect budgeting and project planning platform.](https://www.g2.com/survey_responses/planview-projectadvantage-review-4331768)"** **Rating:** 4.5/5.0 stars *— Jessica D.* [Read full review](https://www.g2.com/survey_responses/planview-projectadvantage-review-4331768) --- ### 17. [Planisware Enterprise](https://www.g2.com/products/planisware-planisware-enterprise/reviews) Software solution that supports the end-to-end governance of company portfolios, from finance and resource planning, to the life cycle management of products **Average Rating:** 3.9/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Planisware Enterprise?** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.0/10) - **Optimization:** 8.3/10 (Category avg: 8.4/10) - **Alignment:** 8.3/10 (Category avg: 8.5/10) - **Performance:** 6.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Planisware Enterprise?** - **Seller:** [Planisware](https://www.g2.com/sellers/planisware) - **Year Founded:** 1996 - **HQ Location:** Châtillon - **Twitter:** @Planisware (737 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/planisware (791 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Pharmaceuticals - **Company Size:** 96% Enterprise, 12% Mid-Market #### What Are Planisware Enterprise's Pros and Cons? **Pros:** - Project Management (2 reviews) - Customization (1 reviews) - Ease of Use (1 reviews) - Easy Management (1 reviews) - Resource Management (1 reviews) **Cons:** - Expensive (1 reviews) - Learning Curve (1 reviews) - Limited Customization (1 reviews) - Slow Loading (1 reviews) ### What Do G2 Reviewers Say About Planisware Enterprise? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **versatility and customizability** of Planisware Enterprise, enhancing effectiveness in project management and resource allocation. - Users appreciate the **customization options** in Planisware Enterprise, enhancing project management effectiveness and adaptability to workflows. - Users value the **ease of use** of Planisware Enterprise, enjoying a seamless login experience with Azure AD. - Users benefit from the **easy management** of access and seamless login with Planisware Enterprise's Azure AD integration. - Users appreciate the **resource management capabilities** of Planisware Enterprise, enhancing project efficiency and precision in workflows. **Cons:** - Users find Planisware Enterprise to be **expensive** , making it less accessible for smaller firms with limited needs. - Users find the **learning curve steep** for Planisware Enterprise, requiring significant training for effective use. - Users find **limited customization** options frustrating, hindering their ability to tailor Planisware Enterprise to specific needs. - Users find the **slow loading times** of Planisware Enterprise frustrating, especially when pages take over a minute to load. #### What Are Recent G2 Reviews of Planisware Enterprise? **"[Experience With Planisware Enterprise](https://www.g2.com/survey_responses/planisware-enterprise-review-7867458)"** **Rating:** 4.0/5.0 stars *— Atul A.* [Read full review](https://www.g2.com/survey_responses/planisware-enterprise-review-7867458) --- **"[AAD integration with Planisware](https://www.g2.com/survey_responses/planisware-enterprise-review-7835101)"** **Rating:** 4.0/5.0 stars *— Jamie L.* [Read full review](https://www.g2.com/survey_responses/planisware-enterprise-review-7835101) --- ### 18. [Planforge](https://www.g2.com/products/planforge/reviews) There is no single methodology that fits all needs. That is why the hybrid PPM software combines multiple execution approaches for different use cases: ● Traditional projects and programs (Waterfall) ● Agile and lean processes (Kanban, Scrum) ● Enterprise Agile Planning (SAFe). Available as cloud & on-premises, Planforge adapts to your business processes — not the other way around. [FREE VERSION] Teams up to 4 users can use Planforge for free! **Average Rating:** 4.3/5.0 **Total Reviews:** 31 **How Do G2 Users Rate Planforge?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.0/10) - **Optimization:** 9.2/10 (Category avg: 8.4/10) - **Alignment:** 5.8/10 (Category avg: 8.5/10) - **Performance:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Planforge?** - **Seller:** [Planforge](https://www.g2.com/sellers/planforge) - **Year Founded:** 2005 - **HQ Location:** Raaba/Graz, Austria - **Twitter:** @planforge_io (150 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5036996/ (11 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Consumer Services - **Company Size:** 106% Small-Business, 61% Mid-Market #### What Are Planforge's Pros and Cons? **Pros:** - Budget Management (1 reviews) - Financial Management (1 reviews) - Navigation Ease (1 reviews) - Project Management (1 reviews) - Project Tracking (1 reviews) **Cons:** - Steep Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Planforge? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **budget tracking capabilities** of Planforge, facilitating effective financial oversight in project management. - Users value the **robust financial management** features of Planforge, enhancing project tracking and budgeting efficiency. - Users enjoy the **navigation ease** of Planforge, making task management and project tracking straightforward and efficient. - Users appreciate the **effective project management tools** of ONEPOINT Projects, benefiting from streamlined task and performance tracking. - Users appreciate the **project tracking capabilities** of Planforge, enabling efficient management and evaluation of projects. **Cons:** - Users find the **steep learning curve** of Planforge challenging, although helpful documentation is available for support. #### What Are Recent G2 Reviews of Planforge? **"[Planforge – Game changer project management tool!](https://www.g2.com/survey_responses/planforge-review-8605141)"** **Rating:** 4.0/5.0 stars *— Lukas S.* [Read full review](https://www.g2.com/survey_responses/planforge-review-8605141) --- **"[comprehensive and effective ](https://www.g2.com/survey_responses/planforge-review-731247)"** **Rating:** 4.0/5.0 stars *— James W.* [Read full review](https://www.g2.com/survey_responses/planforge-review-731247) --- #### What Are G2 Users Discussing About Planforge? - [What is ONEPOINT Projects used for?](https://www.g2.com/discussions/what-is-onepoint-projects-used-for) ### 19. [OnePlan](https://www.g2.com/products/oneplan-solutions-oneplan/reviews) OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource and Work Management Platform that fits the needs of every organization. OnePlan connects with Microsoft Project, Project for the web, Microsoft Planner, Azure DevOps, Jira, Smartsheet and more for a complete view into all work across the enterprise. **Average Rating:** 4.3/5.0 **Total Reviews:** 23 **How Do G2 Users Rate OnePlan?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.0/10) - **Optimization:** 7.8/10 (Category avg: 8.4/10) - **Alignment:** 7.9/10 (Category avg: 8.5/10) - **Performance:** 7.1/10 (Category avg: 8.6/10) **Who Is the Company Behind OnePlan?** - **Seller:** [OnePlan Solutions](https://www.g2.com/sellers/oneplan-solutions) - **HQ Location:** San Diego, US - **LinkedIn® Page:** https://www.linkedin.com/company/oneplansolutions/ (170 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 52% Mid-Market, 40% Enterprise #### What Are OnePlan's Pros and Cons? **Pros:** - Customization (2 reviews) - Ease of Use (2 reviews) - Intuitive (2 reviews) - Automation (1 reviews) - Centralization (1 reviews) ### What Do G2 Reviewers Say About OnePlan? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **high customization** of OnePlan, allowing for tailored solutions to meet organizational needs effectively. - Users find OnePlan to be **easy to use** , with intuitive tools and excellent customization options for efficient management. - Users find OnePlan **intuitive and easy to adopt** , seamlessly integrating with existing tools for effective portfolio management. - Users value the **automation capabilities** of OnePlan, simplifying portfolio management and streamlining reporting processes. - Users praise the **centralized management** of OnePlan, enhancing visibility and efficiency in complex project initiatives. #### What Are Recent G2 Reviews of OnePlan? **"[An Insider's View on OnePlan's Impactful Features and Areas for Improvement](https://www.g2.com/survey_responses/oneplan-review-10553257)"** **Rating:** 4.5/5.0 stars *— Yasmine A.* [Read full review](https://www.g2.com/survey_responses/oneplan-review-10553257) --- **"[It integrates perfectly with our stack and we take full advantage of it.](https://www.g2.com/survey_responses/oneplan-review-12428035)"** **Rating:** 5.0/5.0 stars *— Allan V.* [Read full review](https://www.g2.com/survey_responses/oneplan-review-12428035) --- ### 20. [Bubble Software](https://www.g2.com/products/bubble-software/reviews) Bubble® is a leading provider of Project and Portfolio Management software. Founded in 1999, the company serves clients globally via offices in London, Cambridge, and Melbourne. Its cloud-based solutions help customers improve the planning, governance, and delivery of Innovation, New Product Development, Engineering, IT, and other initiatives. Using Bubble PPM, our customers benefit from: • Real-time overviews of the portfolio for informed decision-making • A complete set of project management tools for efficient and reliable delivery • Inbuilt best practices and processes that improve returns on project investments Contact us today for more information: hello@bubblegroup.com LONDON | CAMBRIDGE | MELBOURNE https://bubblegroup.com **Average Rating:** 4.4/5.0 **Total Reviews:** 27 **How Do G2 Users Rate Bubble Software?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.0/10) - **Optimization:** 7.7/10 (Category avg: 8.4/10) - **Alignment:** 8.0/10 (Category avg: 8.5/10) - **Performance:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Bubble Software?** - **Seller:** [Bubble Software](https://www.g2.com/sellers/bubble-software) - **Company Website:** https://www.bubblegroup.com/ - **Year Founded:** 1999 - **HQ Location:** London, England - **Twitter:** @BubblePPM (6 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/88121/ (28 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Consumer Goods - **Company Size:** 41% Mid-Market, 19% Enterprise #### What Are Bubble Software's Pros and Cons? **Pros:** - Customization (2 reviews) - Easy Integration (2 reviews) - Automation (1 reviews) - Collaboration Focus (1 reviews) - Communication (1 reviews) **Cons:** - Beginner Difficulty (1 reviews) - Excel Compatibility (1 reviews) - Excel Limitations (1 reviews) - Export Limitations (1 reviews) - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Bubble Software? *AI-generated summary from verified user reviews* **Pros:** - Users value the **extensive customization options** in Bubble Software, enhancing its fit for diverse business needs. - Users find Bubble Software's **easy integration** seamless, allowing real-time data updates and flexible user access across teams. - Users appreciate the **real-time automation** in Bubble Software, which seamlessly updates data across the system. - Users value the **collaboration focus** of Bubble Software, allowing for effective teamwork and easy implementation across teams. - Users value the **excellent communication** from Bubble's team, enhancing collaboration and responsiveness to feedback. **Cons:** - Users find the **beginner difficulty** challenging, noting a frustrating learning curve for creating and editing dashboards. - Users face **Excel compatibility limitations** that hinder efficient report uploading and formatting flexibility. - Users face **Excel limitations** causing issues with report uploads due to required minimal formatting for quick data transfer. - Users find the **export limitations** challenging, particularly with minimal Excel formatting required for data uploads. - Users find the **learning curve frustrating** , struggling with dashboard creation and formatting options for customization. #### What Are Recent G2 Reviews of Bubble Software? **"[Project and Portfolio Management, Charter Approvals, KPIs, Reports/Dashboards](https://www.g2.com/survey_responses/bubble-software-review-12660616)"** **Rating:** 4.5/5.0 stars [Read full review](https://www.g2.com/survey_responses/bubble-software-review-12660616) --- **"[Bubble PPM has transformed how we manage portfolios, decisions, and delivery.](https://www.g2.com/survey_responses/bubble-software-review-12694877)"** **Rating:** 4.5/5.0 stars [Read full review](https://www.g2.com/survey_responses/bubble-software-review-12694877) --- #### What Are G2 Users Discussing About Bubble Software? - [What do you look for in a PPM tool?](https://www.g2.com/discussions/bubble-ppm-what-do-you-look-for-in-a-ppm-tool) - [What is PPM in software project management?](https://www.g2.com/discussions/bubble-ppm-what-is-ppm-in-software-project-management) - [What are the components of PPM?](https://www.g2.com/discussions/bubble-ppm-what-are-the-components-of-ppm) - [What does PPM software do?](https://www.g2.com/discussions/bubble-ppm-what-does-ppm-software-do) ### 21. [Cora PPM](https://www.g2.com/products/cora-ppm/reviews) Cora PPM combines strategic functionality with execution functionality, helping you to make the right investment decisions. Cora PPM can act as the bedrock for delivering your transformation program. It will provide you with the strategic capabilities to optimize capacity, analyze scenarios, track benefits and keep all your stakeholders informed across the enterprise. **Average Rating:** 4.1/5.0 **Total Reviews:** 50 **How Do G2 Users Rate Cora PPM?** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.0/10) - **Optimization:** 8.3/10 (Category avg: 8.4/10) - **Alignment:** 8.7/10 (Category avg: 8.5/10) - **Performance:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Cora PPM?** - **Seller:** [Cora Systems](https://www.g2.com/sellers/cora-systems) - **Year Founded:** 1999 - **HQ Location:** Carrick on Shannon, IE - **Twitter:** @corasystems (1,008 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/cora-systems/ (183 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager - **Top Industries:** Construction, Mechanical or Industrial Engineering - **Company Size:** 50% Enterprise, 38% Mid-Market #### What Are Recent G2 Reviews of Cora PPM? **"[Latency Ignored](https://www.g2.com/survey_responses/cora-ppm-review-7391150)"** **Rating:** 4.0/5.0 stars *— Ted C.* [Read full review](https://www.g2.com/survey_responses/cora-ppm-review-7391150) --- **"[Userfriendly](https://www.g2.com/survey_responses/cora-ppm-review-7380943)"** **Rating:** 5.0/5.0 stars *— Tamara K.* [Read full review](https://www.g2.com/survey_responses/cora-ppm-review-7380943) --- #### What Are G2 Users Discussing About Cora PPM? - [What is PPM methodology?](https://www.g2.com/discussions/cora-ppm-what-is-ppm-methodology) - [What is PPM methodology?](https://www.g2.com/discussions/what-is-ppm-methodology) - [What are the components of PPM?](https://www.g2.com/discussions/cora-ppm-what-are-the-components-of-ppm) - [What does PPM software do?](https://www.g2.com/discussions/cora-ppm-what-does-ppm-software-do) - [What is Cora software?](https://www.g2.com/discussions/what-is-cora-software) ### 22. [Accelo](https://www.g2.com/products/accelo/reviews) Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins. **Average Rating:** 4.4/5.0 **Total Reviews:** 537 **How Do G2 Users Rate Accelo?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.0/10) - **Optimization:** 6.6/10 (Category avg: 8.4/10) - **Alignment:** 6.9/10 (Category avg: 8.5/10) - **Performance:** 7.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Accelo?** - **Seller:** [Accelo](https://www.g2.com/sellers/accelo) - **Company Website:** https://www.accelo.com/ - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @accelo (2,980 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6652457/ (80 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, Director - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 76% Small-Business, 21% Mid-Market #### What Are Accelo's Pros and Cons? **Pros:** - Ease of Use (35 reviews) - Project Management (29 reviews) - Efficiency (26 reviews) - Client Management (25 reviews) - Task Management (25 reviews) **Cons:** - Missing Features (20 reviews) - Learning Curve (19 reviews) - Limited Features (16 reviews) - Limited Customization (13 reviews) - Complexity (12 reviews) ### What Do G2 Reviewers Say About Accelo? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Accelo, making project management seamless and accessible from anywhere. - Users value the **comprehensive project tracking** in Accelo, enhancing their ability to manage tasks, expenses, and profits. - Users value the **efficiency** of Accelo, seamlessly integrating various business functions for streamlined operations and growth. - Users appreciate the **integration of tools** in Accelo, enhancing business scaling and efficiency across projects and billing. - Users value the **comprehensive task management** of Accelo, enhancing coordination and efficiency across all projects. **Cons:** - Users express frustration over **missing features** in Accelo, including inadequate reporting and poor training support, limiting effectiveness. - Users struggle with the **steep learning curve** , experiencing confusion and inadequate training while using Accelo's complex features. - Users express frustration over **limited features** in Accelo, citing inflexibility and a lack of modern functionality. - Users feel that the **customization options are limited** , hindering the ability to tailor workflows and reports effectively. - Users highlight the **complexity** of Accelo, noting its confusing processes and steep learning curve for effective use. #### What Are Recent G2 Reviews of Accelo? **"[Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses](https://www.g2.com/survey_responses/accelo-review-11856029)"** **Rating:** 4.5/5.0 stars *— Ifeoma E.* [Read full review](https://www.g2.com/survey_responses/accelo-review-11856029) --- **"[Total control of projects and billing in an integrated and agile platform](https://www.g2.com/survey_responses/accelo-review-12720113)"** **Rating:** 4.0/5.0 stars *— Antonio H.* [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) --- #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### 23. [Fluid](https://www.g2.com/products/fluid-fluid/reviews) Fluid is the all-in-one PMO platform to manage your projects, programs, portfolio’s and resources in one unified space. Fluid provides a single solution to manage every aspect of your projects from ideation through to delivery, execution, benefits and closure. • Automated Reporting • Executive Portfolio Dashboards • Resource Capacity & Utilization • Accurate Project Cost Tracking • Unified Project Management Workspace (Health, Scheduling, Risks, Tasks etc.) • AI Governance & Insights **Average Rating:** 4.7/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Fluid?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10) - **Optimization:** 8.3/10 (Category avg: 8.4/10) - **Alignment:** 8.3/10 (Category avg: 8.5/10) - **Performance:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Fluid?** - **Seller:** [Fluid](https://www.g2.com/sellers/fluid) - **Year Founded:** 2014 - **HQ Location:** London, GB - **Twitter:** @fluidworkapp (5 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fluidworkuk/ (18 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 50% Small-Business, 25% Enterprise #### What Are Fluid's Pros and Cons? **Pros:** - Customer Support (2 reviews) - Communication (1 reviews) - Daily Use (1 reviews) - Dashboarding (1 reviews) - Dashboards (1 reviews) **Cons:** - App Functionality (1 reviews) - Email Integration (1 reviews) - Integration Issues (1 reviews) - Lack of Integration (1 reviews) - Limited Integrations (1 reviews) ### What Do G2 Reviewers Say About Fluid? *AI-generated summary from verified user reviews* **Pros:** - Users value the **responsive and customer-oriented support** from Fluid, enhancing collaboration and project management efficiency. - Users appreciate the **easy communication and collaboration** facilitated by Fluid, streamlining project management effectively. - Users value the **effortless daily use** of Fluid for project reporting and efficient management of essential information. - Users appreciate the **ease of project reporting** with Fluid's dashboards, consolidating all key information on one page. - Users value the **consolidated dashboards** for effortless project reporting and maintenance, enhancing their efficiency and collaboration. **Cons:** - Users find the **meeting functionality lacking** , as it doesn't integrate effectively with Teams and Outlook. - Users find the **email integration lacking** , wishing for better support with meeting setups and Outlook scheduling. - Users find **integration issues** with Fluid, particularly in setting up meetings through Teams and Outlook. - Users find the **lack of integration** with Teams hampers meeting setup and scheduling, causing frustration. - Users note the **limited integrations** with Fluid, affecting meeting functionality and scheduling capabilities with Teams and Outlook. #### What Are Recent G2 Reviews of Fluid? **"[Exceptional Customer-Focused Service](https://www.g2.com/survey_responses/fluid-review-12107260)"** **Rating:** 4.5/5.0 stars *— Chi To S.* [Read full review](https://www.g2.com/survey_responses/fluid-review-12107260) --- **"[All-in-One Dashboard Makes Project Tracking Effortless](https://www.g2.com/survey_responses/fluid-review-12176274)"** **Rating:** 4.5/5.0 stars *— Hannah O.* [Read full review](https://www.g2.com/survey_responses/fluid-review-12176274) --- ### 24. [Project Portfolio Office (PPO)](https://www.g2.com/products/project-portfolio-office-ppo/reviews) Project Portfolio Office (PPO) helps small consultancies to global organisations achieve greater project success by implementing a simple to use, cloud based yet enterprise scalable project portfolio management application. With no long term contract, pre-configured solutions, free online trial & learning videos you can be running your projects within 30 days. **Average Rating:** 4.6/5.0 **Total Reviews:** 16 **How Do G2 Users Rate Project Portfolio Office (PPO)?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10) - **Optimization:** 8.3/10 (Category avg: 8.4/10) - **Alignment:** 8.3/10 (Category avg: 8.5/10) - **Performance:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Project Portfolio Office (PPO)?** - **Seller:** [Project Portfolio Office](https://www.g2.com/sellers/project-portfolio-office) - **Year Founded:** 2005 - **HQ Location:** London, United Kingdom - **Twitter:** @PPO (1,578 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/637053/ (18 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 59% Enterprise, 29% Mid-Market #### What Are Project Portfolio Office (PPO)'s Pros and Cons? **Pros:** - Collaboration Focus (1 reviews) - Customer Support (1 reviews) - Efficiency (1 reviews) - Filtering Features (1 reviews) - Flexibility (1 reviews) **Cons:** - Learning Curve (1 reviews) - Limited Functionality (1 reviews) - Organization Difficulties (1 reviews) - Time-Consumption (1 reviews) ### What Do G2 Reviewers Say About Project Portfolio Office (PPO)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **collaborative features** of PPO, enhancing teamwork and communication across all project phases. - Users appreciate the **clear visibility and collaborative framework** of PPO, enhancing project tracking and prioritization. - Users appreciate the **efficiency** of PPO, which streamlines project tracking and prioritization for enhanced teamwork and decision-making. - Users value the **filtering features** of PPO, allowing focused project tracking and prioritization based on importance. - Users value the **flexibility** of PPO, which enhances project visibility, prioritization, and teamwork for effective management. **Cons:** - Users find the **learning curve steep** , requiring time and training to navigate the Project Portfolio Office effectively. - Users find that PPO requires more time on **administrative tasks** and less on actual project management, complicating the experience. - Users find the **organization difficulties** with PPO lead to excessive admin time, hindering effective project management. - Users find that **time-consumption** on administrative tasks detracts from actual project management effectiveness, requiring additional training. #### What Are Recent G2 Reviews of Project Portfolio Office (PPO)? **"[PPO is the best](https://www.g2.com/survey_responses/project-portfolio-office-ppo-review-10607914)"** **Rating:** 4.5/5.0 stars *— Kamogelo P.* [Read full review](https://www.g2.com/survey_responses/project-portfolio-office-ppo-review-10607914) --- **"[PPO review](https://www.g2.com/survey_responses/project-portfolio-office-ppo-review-6745633)"** **Rating:** 4.0/5.0 stars *— Verified User in Military* [Read full review](https://www.g2.com/survey_responses/project-portfolio-office-ppo-review-6745633) --- ### 25. [Projectric](https://www.g2.com/products/projectric/reviews) Projectric enables companies to get the most value from their Project Portfolios. This tool does this by delivering Portfolio Intelligence, the transformation of project and program data into relevant, actionable information for making business decisions. **Average Rating:** 4.4/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Projectric?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10) - **Optimization:** 9.2/10 (Category avg: 8.4/10) - **Alignment:** 9.4/10 (Category avg: 8.5/10) - **Performance:** 9.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Projectric?** - **Seller:** [Projectric](https://www.g2.com/sellers/projectric) - **Year Founded:** 2021 - **HQ Location:** Ashburn, Virginia - **Twitter:** @projectricppm (524 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11131225/ (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 46% Small-Business, 31% Mid-Market #### What Are Recent G2 Reviews of Projectric? **"[Transformative for our small business!](https://www.g2.com/survey_responses/projectric-review-9825746)"** **Rating:** 5.0/5.0 stars *— Jogenesis B.* [Read full review](https://www.g2.com/survey_responses/projectric-review-9825746) --- **"[An invaluable tool for any organization](https://www.g2.com/survey_responses/projectric-review-9736377)"** **Rating:** 5.0/5.0 stars *— Benjamin J.* [Read full review](https://www.g2.com/survey_responses/projectric-review-9736377) --- #### What Are G2 Users Discussing About Projectric? - [What is Projectric used for?](https://www.g2.com/discussions/what-is-projectric-used-for) ## What Is Project and Portfolio Management Software? [Project, Portfolio & Program Management Software](https://www.g2.com/categories/project-portfolio-program-management) ## What Software Categories Are Similar to Project and Portfolio Management Software? - [Project Management Software](https://www.g2.com/categories/project-management) - [Work Management Software](https://www.g2.com/categories/work-management) - [Strategic Portfolio Management Software](https://www.g2.com/categories/strategic-portfolio-management) --- ## 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.