# Best Project and Portfolio Management Software for Medium-Sized Businesses ## How Many Project and Portfolio Management Software Products Does G2 Track? **Total Products under this Category:** 154 ### Category Stats (Jul 2026) - **Average Rating:** 4.32/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Planisware Orchestra (+4.17%) - Among all products in this category, Planisware Orchestra recorded the largest rating increase compared to last month _Last updated: July 27, 2026_ ## How Does G2 Rank Project and Portfolio Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 69,700+ Authentic Reviews - 154+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Project and Portfolio Management Software ![G2 Grid® for Project and Portfolio Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/project-and-portfolio-management/grids.png?focus%5B%5D=530&focus%5B%5D=16194&focus%5B%5D=25675&focus%5B%5D=5087&focus%5B%5D=931&focus%5B%5D=1045&focus%5B%5D=152660&focus%5B%5D=1382) Highlighted products: Smartsheet, monday AI Work Platform, ClickUp, Celoxis, Quickbase, Oracle Primavera, ServiceNow Strategic Portfolio Management, and Wrike. Underlying data: [Grid® JSON](https://www.g2.com/categories/project-and-portfolio-management/grids.json?focus%5B%5D=smartsheet&focus%5B%5D=monday-com&focus%5B%5D=clickup&focus%5B%5D=celoxis&focus%5B%5D=quickbase&focus%5B%5D=oracle-primavera&focus%5B%5D=servicenow-strategic-portfolio-management&focus%5B%5D=wrike&segment=mid-market) **Sponsored** ### Wrike Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. Teams use Wrike to track work progress, assign tasks, set deadlines, and facilitate communication, eliminating silos and fostering a culture of transparency and accountability that is crucial for successful delivery. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Teams can build and automate tailored workflows that reflect their unique processes, visualize timelines through Gantt charts and Kanban boards, and integrate seamlessly with tools like Slack, Google Drive, and Microsoft Teams. Wrike's MCP server extends this further, allowing AI assistants to connect directly to the platform where execution actually happens so AI-driven actions become part of the auditable record of how work gets done, not disconnected outputs living outside the system. And powered by the Wrike Work Intelligence® Graph, the platform gives AI the structured context it needs to act reliably inside the same roles, permissions, and access controls as your people. The result goes far beyond task management. Wrike reduces time spent on administrative work, scales alongside growing organizations, and gives teams the governed foundation they need to put AI to work on their most consequential workflows without losing control. With more than 20,000 organizations worldwide, including Siemens, Walmart, NVIDIA, and The Estée Lauder Companies, trusting Wrike to deliver their most important work, the platform has earned its place as a reliable partner for organizations to deliver without doubt [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1431&secure%5Bchosen_at%5D=2026-07-29T08%3A05%3A46Z&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%2Fmid-market&secure%5Btoken%5D=d79d202caadebb6ac9d7d333795cd7cf3bace06be4ae57729cb6963713bcdacf&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) [ Smartsheet ](https://www.g2.com/products/smartsheet/reviews) By [Smartsheet](https://www.g2.com/sellers/smartsheet) [ 4.4/5(22,647) ](https://www.g2.com/products/smartsheet/reviews) What do users say? Users consistently praise the ease of use and collaboration features of Smartsheet, highlighting its ability to streamline project management and keep teams organized. The intuitive interface allows f Pros and Cons [ Ease of Use (2360) ](https://www.g2.com/products/smartsheet/reviews?qs=pros-and-cons)[ Learning Curve (1183) ](https://www.g2.com/products/smartsheet/reviews?qs=pros-and-cons) ### [Smartsheet](https://www.g2.com/products/smartsheet/reviews) Smartsheet is an Intelligent Work Management Platform that revolutionizes how you manage projects, portfolios, and processes. The Smartsheet AI-powered platform delivers adaptability, sophisticated experiences, and enterprise-grade rigor to support work across industries — from service delivery to construction, clinical trials, and marketing campaigns. Designed to meet demanding requirements, it helps organizations drive efficiency, accelerate innovation, and stay competitive. Over 85% of Fortune 500 companies trust Smartsheet to align their resources to improve efficiency, agility, and collaboration in today’s ever-changing world of work. **Average Rating:** 4.4/5.0 **Total Reviews:** 22,219 #### How Do G2 Users Rate Smartsheet? - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10) - **Optimization:** 7.9/10 (Category avg: 8.4/10) - **Alignment:** 8.1/10 (Category avg: 8.5/10) - **Performance:** 8.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Smartsheet? - **Seller:** [Smartsheet](https://www.g2.com/sellers/smartsheet) - **Company Website:** www.smartsheet.com - **Year Founded:** 2005 - **HQ Location:** Bellevue, WA - **Twitter:** @Smartsheet 26,366 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76edc1e5add1efea54679a7a2f12427f0ba248d86f5969d11ccde60017e80015&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167700%2F&secure%5Burl_type%5D=linkedin_company_website) 4,022 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Senior Project Manager - **Top Industries:** Information Technology and Services, Construction - **Company Size:** 41% Medium, 34% Small #### What Do G2 Reviewers Say About Smartsheet? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of Smartsheet, appreciating its flexibility across various applications and integration capabilities. - Users value Smartsheet for its **customizable rows and powerful Control Center** , streamlining project tracking and data management. - Users love the **effective team collaboration** features of Smartsheet, enhancing productivity and streamlining task management. - Users value the **automation features** in Smartsheet, which streamline tasks and improve workflow efficiency. - Users value the **versatile project tracking** capabilities of Smartsheet, facilitating efficient workflow management and data analysis. ##### Cons - Users face a **steep learning curve** with Smartsheet, particularly struggling with formulas and the interface's complexity. - Users find **missing features** in Smartsheet frustrating, particularly around customization and intuitive use compared to Excel. - Users find the **interface not intuitive** and face challenges navigating formulas, impacting their overall experience with Smartsheet. - Users find the **limited features** of Smartsheet restrictive, particularly regarding formulas and collaboration capabilities. - Users find the **limited customization** options of Smartsheet restrictive, impacting collaboration and user experience. #### What Are Recent G2 Reviews of Smartsheet? **["Excellent for managing projects, automating workflows, and keeping teams aligned"](https://www.g2.com/survey_responses/smartsheet-review-13169194)** **Rating:** 5.0/5.0 stars _— Ana G._ [Read full review](https://www.g2.com/survey_responses/smartsheet-review-13169194) **["Smartsheet Unifies Planning, Automation, and Executive Dashboards for Real-Time Visibility"](https://www.g2.com/survey_responses/smartsheet-review-13145719)** **Rating:** 5.0/5.0 stars _— Rene "Rocky" E._ [Read full review](https://www.g2.com/survey_responses/smartsheet-review-13145719) #### What Are G2 Users Discussing About Smartsheet? - [In what ways has Smartsheet transformed project management and team collaboration in your organization?](https://www.g2.com/discussions/in-what-ways-has-smartsheet-transformed-project-management-and-team-collaboration-in-your-organization) - 3 comments, 5 upvotes - [What is Smartsheet used for?](https://www.g2.com/discussions/what-is-smartsheet-used-for) - 4 comments - [Can I use smartsheet for free?](https://www.g2.com/discussions/can-i-use-smartsheet-for-free) - 10 comments, 1 upvote - [Is smartsheet good?](https://www.g2.com/discussions/is-smartsheet-good) - 9 comments, 8 upvotes - [Why is smartsheet bad?](https://www.g2.com/discussions/why-is-smartsheet-bad) - 34 comments [ monday AI Work Platform ](https://www.g2.com/products/monday-com/reviews) By [monday.com](https://www.g2.com/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b) [ 4.7/5(16,983) ](https://www.g2.com/products/monday-com/reviews) What do users say? Users consistently praise the platform for its ease of use and powerful automation features, which streamline task management and enhance team collaboration. Many appreciate how it helps keep projects Pros and Cons [ Ease of Use (3935) ](https://www.g2.com/products/monday-com/reviews?qs=pros-and-cons)[ Missing Features (1681) ](https://www.g2.com/products/monday-com/reviews?qs=pros-and-cons) ### [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) monday.com is the AI Work Platform where people and agents operate as one team - with shared cross-department context, enterprise-grade trust, and an easy-to-use interface built for adoption at scale. With monday.com, agents work alongside teams in the same boards, workflows, and goals they already use every day, creating a new kind of teamwork where people and agents move work forward together. Beyond agents, monday.com gives every team more ways to turn AI into real business impact. With monday vibe, teams can build custom work apps for their specific needs, and with monday sidekick, every user gets a personal AI assistant to help solve business challenges, move faster, and get more done. monday.com gives organizations the visibility, permissions, human oversight, and compliance standards they need to deploy AI with confidence. AI doesn’t operate in a black box - it operates within the same trusted guardrails teams already rely on. Because monday.com is already used across departments, agents can access the broader context of how work connects across marketing, sales, product, IT, HR, operations, and more. That means smarter decisions, faster execution, and fewer silos - all in one place. Today, over 250,000 customers and more than 60% of Fortune 500 companies trust monday.com with how they run their business. **Average Rating:** 4.7/5.0 **Total Reviews:** 16,521 #### How Do G2 Users Rate monday AI Work Platform? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10) - **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 monday AI Work Platform? - **Seller:** [monday.com](https://www.g2.com/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b) - **Company Website:** monday.com - **Year Founded:** 2012 - **HQ Location:** Tel Aviv - **Twitter:** @mondaydotcom 40,761 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efcc1bc784d43448424f5b18a6e2f5d5488a066e911204b167572629a6d9b361&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmondaydotcom&secure%5Burl_type%5D=linkedin_company_website) 3,837 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 61% Small, 30% Medium #### What Do G2 Reviewers Say About monday AI Work Platform? _AI-generated summary from verified user reviews_ ##### Pros - Users find monday AI Work Platform to be **easy to use** , enhancing organization and streamlining project management effectively. - Users highlight the **effective cross-functional collaboration** in monday AI Work Platform, enhancing project management and team communication. - Users love the **efficiency of clean workflows and automations** for managing complex projects seamlessly in monday AI Work Platform. - Users value how monday AI Work Platform enhances **organization** and keeps teams coordinated with easy access to information. - Users value the **clean workflows and automation** provided by monday AI Work Platform for efficient task management. ##### Cons - Users note the **missing messaging features** and challenging upgrade requirements, limiting their overall experience with monday AI. - Users find a **steep learning curve** due to implementation challenges and slow performance with large datasets. - Users find the **limited features** of monday AI Work Platform insufficient for comprehensive reporting and essential functionalities. - Users find the **interface not intuitive** , facing challenges with complex workflows and basic functionalities. - Users find the **limited customization** options frustrating, hindering efficiency and collaboration across teams. #### What Are Recent G2 Reviews of monday AI Work Platform? **["Best-in-Class Project Management Performance with an Easy-to-Use Interface"](https://www.g2.com/survey_responses/monday-ai-work-platform-review-13095078)** **Rating:** 5.0/5.0 stars _— Thomas Lorcan R._ [Read full review](https://www.g2.com/survey_responses/monday-ai-work-platform-review-13095078) **["Seamless Email Automation, Visual Task Tracking, and Reliable Performance"](https://www.g2.com/survey_responses/monday-ai-work-platform-review-13117637)** **Rating:** 5.0/5.0 stars _— Omar A._ [Read full review](https://www.g2.com/survey_responses/monday-ai-work-platform-review-13117637) #### What Are G2 Users Discussing About monday AI Work Platform? - [How do I utilize monday dev's development features for building custom workflow apps?](https://www.g2.com/discussions/how-do-i-utilize-monday-dev-s-development-features-for-building-custom-workflow-apps) - [What sets monday.com apart from other project management tools in terms of user experience and customization?](https://www.g2.com/discussions/what-sets-monday-com-apart-from-other-project-management-tools-in-terms-of-user-experience-and-customization) - 3 upvotes - [What is monday marketer used for?](https://www.g2.com/discussions/what-is-monday-marketer-used-for) - [Is Monday com any good?](https://www.g2.com/discussions/is-monday-com-any-good) - 10 upvotes - [Does Monday com have a chat feature?](https://www.g2.com/discussions/does-monday-com-have-a-chat-feature) - 5 upvotes [ ClickUp ](https://www.g2.com/products/clickup/reviews) By [ClickUp](https://www.g2.com/sellers/clickup) [ 4.6/5(13,453) ](https://www.g2.com/products/clickup/reviews) What do users say? Users consistently praise ClickUp for its flexibility and customization, allowing teams to tailor workflows to their specific needs. The platform's ability to integrate various tools and manage tasks Pros and Cons [ Ease of Use (4219) ](https://www.g2.com/products/clickup/reviews?qs=pros-and-cons)[ Missing Features (2039) ](https://www.g2.com/products/clickup/reviews?qs=pros-and-cons) ### [ClickUp](https://www.g2.com/products/clickup/reviews) ClickUp is the world’s first Converged AI Workspace, bringing together all work apps, data, and workflows. ClickUp eliminates all forms of work sprawl to provide 100% context and a single place for humans and agents to work, together. Trusted by more than 20 million users worldwide, ClickUp is on a mission to maximize human productivity. **Average Rating:** 4.6/5.0 **Total Reviews:** 12,794 #### How Do G2 Users Rate ClickUp? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Optimization:** 8.5/10 (Category avg: 8.4/10) - **Alignment:** 8.6/10 (Category avg: 8.5/10) - **Performance:** 8.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind ClickUp? - **Seller:** [ClickUp](https://www.g2.com/sellers/clickup) - **Company Website:** ClickUp.com - **Year Founded:** 2017 - **HQ Location:** San Diego, California - **Twitter:** @clickup 69,539 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=12451d66d580078c16b08985ccc98dcf8d832565fb04a9665439cfd4f2a74fa7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F12949663%2F&secure%5Burl_type%5D=linkedin_company_website) 1,526 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Project Manager - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 77% Small, 19% Medium #### What Do G2 Reviewers Say About ClickUp? _AI-generated summary from verified user reviews_ ##### Pros - Users praise ClickUp for its **ease of use** , enhancing collaboration and project management efficiency effortlessly. - Users value the **robust task management capabilities** of ClickUp, enhancing organization, productivity, and overall workflow efficiency. - Users value ClickUp's **robust features and flexibility** , significantly enhancing productivity and project visibility across teams. - Users appreciate the **flexibility and comprehensive integration** of ClickUp, enhancing teamwork and project execution efficiency. - Users appreciate the **effective collaboration** of ClickUp, enabling seamless teamwork and task management on a single platform. ##### Cons - Users find **missing features** frustrating in ClickUp, especially when crucial tools are restricted by paywalls and limits. - Users find the **learning curve for beginners** to be challenging, requiring time to adapt and master the system. - Users find ClickUp has **limited features** , lacking integrations and complex functionalities, impacting usability and flexibility. - Users find ClickUp's interface **not intuitive** , complicating the discovery of features and overall user experience. - Users report experiencing **slow loading** times in ClickUp, impacting overall efficiency and user experience. #### What Are Recent G2 Reviews of ClickUp? **["Scales well — mind the Trash gap and Formatting limits"](https://www.g2.com/survey_responses/clickup-review-13177856)** **Rating:** 4.0/5.0 stars _— Sofía C._ [Read full review](https://www.g2.com/survey_responses/clickup-review-13177856) **["BEST Project Management and Dashboard Tool on the Planet"](https://www.g2.com/survey_responses/clickup-review-6899099)** **Rating:** 4.5/5.0 stars _— Katrina J._ [Read full review](https://www.g2.com/survey_responses/clickup-review-6899099) #### What Are G2 Users Discussing About ClickUp? - [What features of ClickUp make it a preferred choice for project management in agile teams?](https://www.g2.com/discussions/what-features-of-clickup-make-it-a-preferred-choice-for-project-management-in-agile-teams) - 6 comments, 6 upvotes - [What is ClickUp used for?](https://www.g2.com/discussions/what-is-clickup-used-for) - 10 comments, 4 upvotes - [Does Google use ClickUp?](https://www.g2.com/discussions/does-google-use-clickup) - 4 comments, 3 upvotes - [Who uses ClickUp?](https://www.g2.com/discussions/who-uses-clickup) - 14 comments, 4 upvotes - [Is ClickUp really free?](https://www.g2.com/discussions/is-clickup-really-free) - 12 comments, 3 upvotes [ Celoxis ](https://www.g2.com/products/celoxis/reviews) By [Celoxis](https://www.g2.com/sellers/celoxis) [ 4.6/5(699) ](https://www.g2.com/products/celoxis/reviews) What do users say? Users consistently praise Celoxis for its centralized project management capabilities, which streamline task tracking, resource allocation, and reporting in one platform. The customizable dashboards a Pros and Cons [ Project Management (115) ](https://www.g2.com/products/celoxis/reviews?qs=pros-and-cons)[ Learning Curve (87) ](https://www.g2.com/products/celoxis/reviews?qs=pros-and-cons) ### [Celoxis](https://www.g2.com/products/celoxis/reviews) Celoxis is an all-in-one project management tool with deep, built-in capabilities for projects, resources, financials, and processes. Everything works out of the box, no add-ons or automations needed. Our reports and dashboards are the best in the industry, fully customizable and easy to use. Getting started is easy, our experts set everything up with your workflows and data and walk you through exactly how it works. Zero risk. Zero stress. Just results. Yes, and unlike others, it stays fast as your data grows. **Average Rating:** 4.6/5.0 **Total Reviews:** 496 #### How Do G2 Users Rate Celoxis? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10) - **Optimization:** 9.0/10 (Category avg: 8.4/10) - **Alignment:** 9.1/10 (Category avg: 8.5/10) - **Performance:** 9.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Celoxis? - **Seller:** [Celoxis](https://www.g2.com/sellers/celoxis) - **Company Website:** www.celoxis.com - **Year Founded:** 2001 - **HQ Location:** Pune, India - **Twitter:** @celoxis 17,125 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=257fcd4fe2da310149a604aec597b92b0cec1335b86d4a34a290090450bc72ca&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2506502%2F&secure%5Burl_type%5D=linkedin_company_website) 63 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Software Engineer, Project Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 51% Medium, 36% Small #### What Do G2 Reviewers Say About Celoxis? _AI-generated summary from verified user reviews_ ##### Pros - Users find Celoxis to significantly improve **project management efficiency** by centralizing planning, tracking, and reporting seamlessly. - Users appreciate the **project tracking capabilities** of Celoxis, enabling seamless management and visibility of all project aspects. - Users value the **ease of use** in Celoxis, facilitating seamless project management with all essential features in one place. - Users value the **effective time tracking** features of Celoxis, enhancing project visibility and resource management. - Users appreciate the **customizable dashboards** of Celoxis, enhancing project tracking and visibility for effective management. ##### Cons - Users find the **steep learning curve** of Celoxis challenging, requiring significant time and patience for mastery. - Users find the **steep learning curve** of Celoxis challenging, especially when navigating its complex features and customization options. - Users find Celoxis to have a **non-intuitive interface** that complicates navigation and overwhelms new users. - Users find the **beginner difficulty** challenging due to the heavy interface and steep learning curve, requiring additional training. - Users find Celoxis' **complex UI** overwhelming and cluttered, leading to a steep learning curve for newcomers. #### What Are Recent G2 Reviews of Celoxis? **["Celoxis Unifies Resource Workloads and Real-Time Project Financials"](https://www.g2.com/survey_responses/celoxis-review-13066275)** **Rating:** 4.0/5.0 stars _— Krishna K._ [Read full review](https://www.g2.com/survey_responses/celoxis-review-13066275) **["A reliable project management platform for growing team"](https://www.g2.com/survey_responses/celoxis-review-13127149)** **Rating:** 5.0/5.0 stars _— Pratyansh C._ [Read full review](https://www.g2.com/survey_responses/celoxis-review-13127149) #### What Are G2 Users Discussing About Celoxis? - [How has Celoxis transformed your project management approach, and what do you like most about it?](https://www.g2.com/discussions/how-has-celoxis-transformed-your-project-management-approach-and-what-do-you-like-most-about-it) - 3 comments, 4 upvotes - [What is Celoxis used for?](https://www.g2.com/discussions/what-is-celoxis-used-for) - 2 comments, 2 upvotes - [What is clarizen software?](https://www.g2.com/discussions/celoxis-what-is-clarizen-software) - [Which software is best for project management?](https://www.g2.com/discussions/which-software-is-best-for-project-management) - [How do you use Celoxis?](https://www.g2.com/discussions/how-do-you-use-celoxis) [ Quickbase ](https://www.g2.com/products/quickbase/reviews) By [Quickbase](https://www.g2.com/sellers/quickbase) [ 4.5/5(1,593) ](https://www.g2.com/products/quickbase/reviews) What do users say? Users consistently praise Quickbase for its flexibility and ease of use, allowing teams to build custom applications without extensive coding knowledge. Many appreciate how it streamlines workflows an Pros and Cons [ Ease of Use (314) ](https://www.g2.com/products/quickbase/reviews?qs=pros-and-cons)[ Learning Curve (121) ](https://www.g2.com/products/quickbase/reviews?qs=pros-and-cons) ### [Quickbase](https://www.g2.com/products/quickbase/reviews) Quickbase is an AI-driven platform designed to help businesses streamline their operations by adapting to their unique workflows and processes. Unlike traditional off-the-shelf software, which often requires users to conform to predefined structures, Quickbase empowers organizations to create customized solutions that align with their specific needs. This flexibility is crucial for companies seeking to eliminate inefficiencies and reduce the burden of 'Gray Work' - what we call the time-consuming tasks and manual processes that arise from using rigid software systems. The target audience for Quickbase includes businesses of all sizes across various industries that are looking to enhance their operational efficiency. Whether it's a 50 person small business or a large enterprise, organizations can benefit from a platform that allows them to connect disparate data sources, automate repetitive tasks, and scale their competitive advantages. Quickbase is particularly valuable for teams that rely on collaboration and data-driven decision-making, as it fosters an environment where information flows seamlessly and processes are optimized. Key features of Quickbase include its intuitive interface, which allows users to build custom applications without extensive coding knowledge. This user-friendly design enables teams to quickly adapt the platform to their specific workflows, ensuring that they can address unique challenges without the need for extensive IT support. Additionally, Quickbase offers powerful automation capabilities, allowing users to set up triggers and workflows that reduce manual effort and streamline operations. The platform also supports integration with various data sources, enabling businesses to consolidate their information and gain valuable insights. One of the standout benefits of Quickbase is its ability to scale with your business. As organizations grow and evolve, their processes often become more complex. Quickbase's adaptable nature ensures that users can modify their applications and workflows as needed, without the constraints typically associated with traditional software. This flexibility not only saves time but also fosters innovation, as teams can experiment with new processes and tools that enhance their productivity. By prioritizing user-centric design and adaptability, Quickbase stands out in the crowded landscape of business software solutions. It provides organizations with the tools they need to optimize their operations, reduce inefficiencies, and ultimately drive growth. With Quickbase, businesses can focus on what truly matters—leveraging their unique processes to gain a competitive edge in their respective markets. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,528 #### How Do G2 Users Rate Quickbase? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10) - **Optimization:** 8.4/10 (Category avg: 8.4/10) - **Alignment:** 8.4/10 (Category avg: 8.5/10) - **Performance:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Quickbase? - **Seller:** [Quickbase](https://www.g2.com/sellers/quickbase) - **Company Website:** quickbase.com - **Year Founded:** 2012 - **HQ Location:** Boston, MA - **Twitter:** @quickbase 5,146 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e67008ade949600e111789214d331e16b736628d50570e9bfe40e708e443a772&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2845325%2F&secure%5Burl_type%5D=linkedin_company_website) 816 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Project Coordinator - **Top Industries:** Information Technology and Services, Construction - **Company Size:** 42% Medium, 31% Small #### What Do G2 Reviewers Say About Quickbase? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Quickbase, praising its user-friendly interface and low-code app creation. - Users appreciate the **customization options** in Quickbase, enabling tailored databases that enhance workflow and efficiency. - Users love the **customizability** of Quickbase, enabling tailored applications to meet specific business needs efficiently. - Users value the **high degree of customization** in Quickbase, allowing tailored solutions for diverse business needs. - Users value the **customization options** of Quickbase, tailoring databases to fit specific business needs and workflows. ##### Cons - Users find the **learning curve steep** due to enforced changes and a need for better individualized training. - Users find the **missing features** in Quickbase, like document upload and flexible forms, limit its overall effectiveness. - Users find Quickbase **not intuitive** , leading to accidental clicks and a frustrating user experience on mobile. - Users note **limited features** in Quickbase, such as integration challenges and mobile app limitations, affecting overall usability. - Users find **limited customization** options can hinder their ability to fully utilize Quickbase's capabilities effectively. #### What Are Recent G2 Reviews of Quickbase? **["How We Built a Custom E-Signature Workflow on Top of Quickbase"](https://www.g2.com/survey_responses/quickbase-review-13125581)** **Rating:** 4.5/5.0 stars _— Roxana C._ [Read full review](https://www.g2.com/survey_responses/quickbase-review-13125581) **["Flexible, Custom Workflows That Grow With Us"](https://www.g2.com/survey_responses/quickbase-review-13119808)** **Rating:** 5.0/5.0 stars _— Michael S._ [Read full review](https://www.g2.com/survey_responses/quickbase-review-13119808) #### What Are G2 Users Discussing About Quickbase? - [How much is quick base?](https://www.g2.com/discussions/how-much-is-quick-base) - 3 comments, 1 upvote - [Is quick base free?](https://www.g2.com/discussions/is-quick-base-free) - 3 comments - [What is the use of Intuit quick base?](https://www.g2.com/discussions/what-is-the-use-of-intuit-quick-base) - [What is quick base software?](https://www.g2.com/discussions/what-is-quick-base-software) - 1 comment, 1 upvote [ Oracle Primavera ](https://www.g2.com/products/oracle-primavera/reviews) By [Oracle](https://www.g2.com/sellers/oracle) [ 4.4/5(389) ](https://www.g2.com/products/oracle-primavera/reviews) What do users say? Users consistently praise the software for its robust scheduling capabilities and comprehensive project management features, which help streamline complex projects effectively. Many appreciate its abi Pros and Cons [ Project Management (2) ](https://www.g2.com/products/oracle-primavera/reviews?qs=pros-and-cons)[ Complex Setup (1) ](https://www.g2.com/products/oracle-primavera/reviews?qs=pros-and-cons) ### [Oracle Primavera](https://www.g2.com/products/oracle-primavera/reviews) For more than 30 years, successful projects around the world have relied on Oracle Construction and Engineering's Primavera solutions to plan, build, and operate critical assets. It is the only solution that integrates project and portfolio planning and delivery teams for planning, resourcing, risk mitigation, scheduling, and program management. Manage projects of any size. Robust and easy-to-use. Key Benefits - Cloud-based, delivering fast time to value - One platform for planning, prioritizing, executing, and monitoring projects and programs - Optimization and oversight of capital spend to maximize return and align with strategies - Enhanced risk mitigation; better visibility of project and portfolio health - Comprehensive, integrated planning - critical path method (CPM) and Lean scheduling, plus upstream portfolio planning and downstream risk mitigation - Total resource management – maintain optimal staffing levels to improve delivery efficiency - Collaboration and control across teams – drive efficiency and quality, reduce waste - Connect teams with access from any device, create and update activities and tasks, and view portfolios and files with offline support - Risk mitigation – avoid delays and cost overruns **Average Rating:** 4.4/5.0 **Total Reviews:** 344 #### How Do G2 Users Rate Oracle Primavera? - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10) - **Optimization:** 8.4/10 (Category avg: 8.4/10) - **Alignment:** 8.2/10 (Category avg: 8.5/10) - **Performance:** 8.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Oracle Primavera? - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle 827,997 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website) 208,078 employees on LinkedIn® - **Ownership:** NYSE:ORCL #### Who Uses This Product? - **Who Uses This:** Planning Engineer, Project Manager - **Top Industries:** Construction, Oil & Energy - **Company Size:** 38% Medium, 38% Large #### What Do G2 Reviewers Say About Oracle Primavera? _AI-generated summary from verified user reviews_ ##### Pros - Users find Oracle Primavera's **project management capabilities** crucial for organizing and tracking large, high-stakes projects effectively. - Users value the **centralization** of Oracle Primavera, effectively managing large, high-stakes projects with ease and organization. - Users appreciate the **comprehensive coverage** of Oracle Primavera, facilitating effective project management from start to finish. - Users value the **comprehensive features** of Oracle Primavera that streamline project planning, scheduling, execution, and monitoring. - Users find Oracle Primavera essential for **keeping projects organized** and on track, especially in high-stakes situations. ##### Cons - Users face a **complex setup** with a steep learning curve and an outdated interface, hindering user experience. - Users find Oracle Primavera **costly** , with extensive features that may overwhelm smaller or simpler projects. - Users find Oracle Primavera **expensive** and believe its features may overwhelm smaller projects or simpler needs. - Users find the **limited features** of Oracle Primavera insufficient for straightforward project needs. - Users find the **limited functionality** of Oracle Primavera excessive for small or straightforward projects, making it costly. #### What Are Recent G2 Reviews of Oracle Primavera? **["Powerful Project Planning and Scheduling for Large-Scale Projects"](https://www.g2.com/survey_responses/oracle-primavera-review-13109116)** **Rating:** 4.0/5.0 stars _— Verified User in Utilities_ [Read full review](https://www.g2.com/survey_responses/oracle-primavera-review-13109116) **["Promising Tool with Scope for Enhancements"](https://www.g2.com/survey_responses/oracle-primavera-review-12906556)** **Rating:** 4.5/5.0 stars _— Valli K._ [Read full review](https://www.g2.com/survey_responses/oracle-primavera-review-12906556) #### What Are G2 Users Discussing About Oracle Primavera? - [What is Oracle Primavera used for?](https://www.g2.com/discussions/oracle-primavera-what-is-oracle-primavera-used-for) - 1 comment - [Is Primavera better than Microsoft Project?](https://www.g2.com/discussions/is-primavera-better-than-microsoft-project) - [What are the features and applications of Primavera?](https://www.g2.com/discussions/what-are-the-features-and-applications-of-primavera) - 1 comment - [What is Primavera p6 software used for?](https://www.g2.com/discussions/what-is-primavera-p6-software-used-for) - 1 comment - [What is Oracle Primavera used for?](https://www.g2.com/discussions/what-is-oracle-primavera-used-for) - 1 comment [ ServiceNow Strategic... ](https://www.g2.com/products/servicenow-strategic-portfolio-management/reviews) By [ServiceNow](https://www.g2.com/sellers/servicenow) [ 4.1/5(291) ](https://www.g2.com/products/servicenow-strategic-portfolio-management/reviews) What do users say? Users consistently praise the product for its centralized visibility and ability to connect strategy to execution, making project management more efficient. The platform's comprehensive dashboards and Pros and Cons [ Project Management (33) ](https://www.g2.com/products/servicenow-strategic-portfolio-management/reviews?qs=pros-and-cons)[ Learning Curve (20) ](https://www.g2.com/products/servicenow-strategic-portfolio-management/reviews?qs=pros-and-cons) ### [ServiceNow Strategic Portfolio Management](https://www.g2.com/products/servicenow-strategic-portfolio-management/reviews) ServiceNow Strategic Portfolio Management (SPM) is a comprehensive solution designed to align organizational strategies with business outcomes by integrating planning, execution, and delivery processes on a unified platform. It enables organizations to prioritize investments, optimize resources, and accelerate value delivery, ensuring that all initiatives are strategically aligned and effectively managed. Key Features and Functionality: - Portfolio Management: Provides complete visibility into project, program, and portfolio performance, allowing organizations to prioritize and align investments with strategic goals. - Demand Management: Captures, evaluates, and prioritizes demands across the organization, automating the intake process with workflows for assessment and approval. - Resource Management: Optimizes resource allocation with advanced planning and scheduling tools, monitoring utilization and capacity to ensure project success. - Financial Management: Tracks budgets, forecasts, and expenses to ensure financial alignment with business objectives, offering insights into portfolio ROI for informed decision-making. - Scenario Planning: Models and analyzes various scenarios to evaluate potential outcomes, enabling dynamic strategy adjustments based on real-time data and shifting priorities. - Roadmap Planning: Visualizes and communicates project timelines, dependencies, and milestones with intuitive roadmaps, aligning stakeholders with clear views of priorities and progress. - Risk and Compliance Management: Identifies, assesses, and mitigates risks across projects and portfolios, ensuring compliance with industry standards and organizational policies. - Integration with IT and Business Tools: Seamlessly integrates with ServiceNow ITSM, ITOM, and other business applications for unified operations. - Performance Analytics and Dashboards: Provides actionable insights with real-time dashboards and performance metrics, tracking key performance indicators (KPIs) to measure success and identify areas for improvement. - Collaboration and Workflows: Enables cross-functional collaboration with automated workflows and task management, facilitating updates and alignment among teams. Primary Value and Solutions Provided: ServiceNow SPM empowers organizations to make informed, data-driven decisions by providing real-time insights into project and portfolio performance. It ensures that all work is strategically aligned, resources are optimally utilized, and financial investments are effectively managed. By consolidating processes and increasing visibility on a single platform, SPM enhances efficiency, accelerates value delivery, and fosters cross-team collaboration. Ultimately, it enables organizations to achieve their strategic objectives with agility and precision, adapting to changing business needs and market dynamics. **Average Rating:** 4.1/5.0 **Total Reviews:** 251 #### How Do G2 Users Rate ServiceNow Strategic Portfolio Management? - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10) - **Optimization:** 8.7/10 (Category avg: 8.4/10) - **Alignment:** 8.9/10 (Category avg: 8.5/10) - **Performance:** 8.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind ServiceNow Strategic Portfolio Management? - **Seller:** [ServiceNow](https://www.g2.com/sellers/servicenow) - **Company Website:** www.servicenow.com - **Year Founded:** 2004 - **HQ Location:** Santa Clara, CA - **Twitter:** @servicenow 55,548 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8f146dd2da6255ae21db2f89043b268912043fe250660dfee40ba3c0574bb1ba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F29352%2F&secure%5Burl_type%5D=linkedin_company_website) 35,081 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** ServiceNow Developer, Project Manager - **Top Industries:** Information Technology and Services, Hospital & Health Care - **Company Size:** 50% Large, 26% Medium #### What Do G2 Reviewers Say About ServiceNow Strategic Portfolio Management? _AI-generated summary from verified user reviews_ ##### Pros - Users find SPM/SPM+ offers **robust project management features** , enhancing coordination and efficiency for complex projects. - Users enjoy the **user-friendly interface** of ServiceNow Strategic Portfolio Management, enhancing their daily project management experience. - Users praise **project tracking capabilities** of ServiceNow SPM for seamless alignment with business objectives and real-time insights. - Users value the **comprehensive visibility** provided by ServiceNow, enabling effective alignment of strategy with execution in real-time. - Users appreciate the **rich visualization options** in ServiceNow SPM, enhancing data representation and decision-making across projects. ##### Cons - Users find the **steep learning curve** of ServiceNow Strategic Portfolio Management frustrating, requiring significant expertise for effective use. - Users often find the **learning difficulty** of ServiceNow SPM challenging, noting an overwhelming interface and steep learning curve. - Users find the interface **not intuitive** , making workflows challenging and overwhelming for non-PMO stakeholders. - Users find ServiceNow SPM's interface **overwhelming** due to its complexity and steep learning curve for newcomers. - Users find the **steep learning curve** of ServiceNow SPM challenging, especially for those unfamiliar with project management tools. #### What Are Recent G2 Reviews of ServiceNow Strategic Portfolio Management? **["All-in-One Portfolio Management with Clear Dashboards and Automation"](https://www.g2.com/survey_responses/servicenow-strategic-portfolio-management-review-13121839)** **Rating:** 4.5/5.0 stars _— Hammid Hussain CSM®️ K._ [Read full review](https://www.g2.com/survey_responses/servicenow-strategic-portfolio-management-review-13121839) **["Powerful Strategic-to-Execution Governance and Portfolio Visibility with ServiceNow SPM"](https://www.g2.com/survey_responses/servicenow-strategic-portfolio-management-review-12824083)** **Rating:** 4.0/5.0 stars _— Arkajit D._ [Read full review](https://www.g2.com/survey_responses/servicenow-strategic-portfolio-management-review-12824083) #### What Are G2 Users Discussing About ServiceNow Strategic Portfolio Management? - [What is ServiceNow IT Business Management used for?](https://www.g2.com/discussions/what-is-servicenow-it-business-management-used-for) - [What are the three key aspects of project portfolio management?](https://www.g2.com/discussions/what-are-the-three-key-aspects-of-project-portfolio-management) - 2 comments - [What are the key components of a portfolio management system?](https://www.g2.com/discussions/what-are-the-key-components-of-a-portfolio-management-system) - [What is included in agile software development?](https://www.g2.com/discussions/what-is-included-in-agile-software-development) - 1 comment - [Does ServiceNow have a project management module?](https://www.g2.com/discussions/does-servicenow-have-a-project-management-module) - 1 comment [ Wrike ](https://www.g2.com/products/wrike/reviews) By [Wrike, Inc.](https://www.g2.com/sellers/wrike-inc) [ 4.2/5(4,539) ](https://www.g2.com/products/wrike/reviews) What do users say? Users consistently praise Wrike for its flexibility and customization, allowing teams to tailor workflows and dashboards to their specific needs. The platform enhances team collaboration by centralizi Pros and Cons [ Project Management (477) ](https://www.g2.com/products/wrike/reviews?qs=pros-and-cons)[ Learning Curve (305) ](https://www.g2.com/products/wrike/reviews?qs=pros-and-cons) ### [Wrike](https://www.g2.com/products/wrike/reviews) 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 **Average Rating:** 4.2/5.0 **Total Reviews:** 4,457 #### How Do G2 Users Rate Wrike? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.1/10) - **Optimization:** 7.9/10 (Category avg: 8.4/10) - **Alignment:** 7.8/10 (Category avg: 8.5/10) - **Performance:** 7.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Wrike? - **Seller:** [Wrike, Inc.](https://www.g2.com/sellers/wrike-inc) - **Company Website:** www.wrike.com - **Year Founded:** 2006 - **HQ Location:** San Diego, CA - **Twitter:** @wrike 13,574 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cc0a9fedd9200dccf5fdb00e343328921320ac02d66dfcc2cca7d10fd882fdce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F612239%2F&secure%5Burl_type%5D=linkedin_company_website) 1,254 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Marketing Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 43% Medium, 35% Small #### What Do G2 Reviewers Say About Wrike? _AI-generated summary from verified user reviews_ ##### Pros - Users find Wrike to greatly enhance **project tracking and team collaboration** , boosting productivity and organization. - Users appreciate the **seamless team collaboration** in Wrike, enhancing productivity and simplifying project management processes. - Users appreciate the **effective task management** in Wrike, enhancing team collaboration and productivity through real-time updates. - Users value the **organization capabilities** of Wrike, enhancing task management and team collaboration effectively. - Users appreciate the **ease of use** of Wrike, streamlining task management and enhancing team collaboration effortlessly. ##### Cons - Users find Wrike has a steep **learning curve** , making initial navigation and usage quite challenging and overwhelming. - Users find Wrike's interface **not intuitive** , making it challenging to train others and leading to frequent user frustration. - Users find the **lack of built-in templates** and steep learning curve challenging, affecting workflow efficiency in Wrike. - Users find Wrike's **limited features** frustrating, desiring more templates and customizability for a smoother experience. - Users find Wrike's interface initially **overwhelming and complex** , making it challenging to navigate and utilize effectively. #### What Are Recent G2 Reviews of Wrike? **["Easy Onboarding, Powerful Dashboards, and Seamless Global Collaboration"](https://www.g2.com/survey_responses/wrike-review-13175609)** **Rating:** 5.0/5.0 stars _— Doris H._ [Read full review](https://www.g2.com/survey_responses/wrike-review-13175609) **["Makes Collaboration EASY"](https://www.g2.com/survey_responses/wrike-review-10927348)** **Rating:** 4.5/5.0 stars _— Kylee H._ [Read full review](https://www.g2.com/survey_responses/wrike-review-10927348) #### What Are G2 Users Discussing About Wrike? - [How is Wrike facilitating project management and team collaboration in fast-paced business environments?](https://www.g2.com/discussions/how-is-wrike-facilitating-project-management-and-team-collaboration-in-fast-paced-business-environments) - 1 comment - [How is Wrike being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-wrike-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [What is Wrike used for?](https://www.g2.com/discussions/wrike-what-is-wrike-used-for) - 3 comments - [What should you check for when selecting your tool for a project?](https://www.g2.com/discussions/what-should-you-check-for-when-selecting-your-tool-for-a-project) - [What are the features of project management?](https://www.g2.com/discussions/wrike-what-are-the-features-of-project-management) - 2 comments [ Scoro ](https://www.g2.com/products/scoro/reviews) By [Scoro](https://www.g2.com/sellers/scoro) [ 4.5/5(504) ](https://www.g2.com/products/scoro/reviews) What do users say? Users consistently praise Scoro for its all-in-one platform that effectively integrates project management, time tracking, and financial reporting, enhancing overall visibility and efficiency. Many ap Pros and Cons [ Ease of Use (54) ](https://www.g2.com/products/scoro/reviews?qs=pros-and-cons)[ Learning Curve (28) ](https://www.g2.com/products/scoro/reviews?qs=pros-and-cons) ### [Scoro](https://www.g2.com/products/scoro/reviews) Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale. **Average Rating:** 4.5/5.0 **Total Reviews:** 487 #### How Do G2 Users Rate Scoro? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Optimization:** 8.6/10 (Category avg: 8.4/10) - **Alignment:** 8.5/10 (Category avg: 8.5/10) - **Performance:** 8.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Scoro? - **Seller:** [Scoro](https://www.g2.com/sellers/scoro) - **Company Website:** www.scoro.com - **Year Founded:** 2013 - **HQ Location:** London - **Twitter:** @ScoroSoftware 8,204 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c4b840044faa6933148653c2e176735de9e60141f0ee535ec0459b789766380c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F294623%2F&secure%5Burl_type%5D=linkedin_company_website) 143 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 66% Small, 25% Medium #### What Do G2 Reviewers Say About Scoro? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Scoro, benefiting from its streamlined all-in-one platform for various tasks. - Users value Scoro for its **integrated project management capabilities** , simplifying task tracking and business conversations significantly. - Users value the **comprehensive project tracking** in Scoro, enhancing management and profitability for their campaigns. - Users value the **efficient time tracking** feature of Scoro, enhancing productivity without adding complexity. - Users find the **task management features** of Scoro invaluable for integrating projects, budgets, and workflows in one platform. ##### Cons - Users find the **learning curve** challenging due to complexity and rigidity, impacting workflow efficiency during setup. - Users find Scoro's interface **not intuitive** , especially for tasks like creating PTO days and using the mobile app. - Users note the **missing features** in Scoro's mobile version and some integrations that limit functionality. - Users experience a **steep learning curve** with Scoro, challenging for new users due to its complexity and usability issues. - Users find Scoro's **complexity** necessitates extensive training, hindering the initial user experience despite its robust features. #### What Are Recent G2 Reviews of Scoro? **["Absolutely essential for time and team management"](https://www.g2.com/survey_responses/scoro-review-4620988)** **Rating:** 4.5/5.0 stars _— Anna-Kaisa R._ [Read full review](https://www.g2.com/survey_responses/scoro-review-4620988) **["Subtasks and dependencies made cross-functional delivery planning much easier"](https://www.g2.com/survey_responses/scoro-review-13115286)** **Rating:** 5.0/5.0 stars _— Yaroslav B._ [Read full review](https://www.g2.com/survey_responses/scoro-review-13115286) #### What Are G2 Users Discussing About Scoro? - [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for) - [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide) - [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project) - [How much does Scoro cost?](https://www.g2.com/discussions/how-much-does-scoro-cost) - [What are some unique features of project management software?](https://www.g2.com/discussions/scoro-what-are-some-unique-features-of-project-management-software) [ Meisterplan ](https://www.g2.com/products/meisterplan/reviews) By [Meisterplan](https://www.g2.com/sellers/meisterplan) [ 4.7/5(27) ](https://www.g2.com/products/meisterplan/reviews) What do users say? Users consistently praise the intuitive user interface and ease of use of Meisterplan, highlighting its ability to simplify complex project portfolio management tasks. Many appreciate how quickly they Pros and Cons [ Ease of Use (6) ](https://www.g2.com/products/meisterplan/reviews?qs=pros-and-cons)[ Data Import (2) ](https://www.g2.com/products/meisterplan/reviews?qs=pros-and-cons) ### [Meisterplan](https://www.g2.com/products/meisterplan/reviews) Meisterplan is a lean and visual project portfolio management software focused on planning resources beyond the short-term. It enables you to reliably deliver on your commitments by guaranteeing optimal resource utilization in line with your priorities. With Meisterplan, you can • Raise your perspective to the portfolio level to get an overview of all projects, bringing in relevant data from any tool your teams are already using. • Add future resource needs with just minimal detail, giving you the right amount of information for confident decisions without unnecessary effort. • Use the most intuitive what-if scenario planning, where you can explore plan alternatives and find the best way forward based on actual resource availability. **Average Rating:** 4.7/5.0 **Total Reviews:** 26 #### How Do G2 Users Rate Meisterplan? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10) - **Optimization:** 8.6/10 (Category avg: 8.4/10) - **Alignment:** 7.1/10 (Category avg: 8.5/10) - **Performance:** 7.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Meisterplan? - **Seller:** [Meisterplan](https://www.g2.com/sellers/meisterplan) - **Year Founded:** 1999 - **HQ Location:** Seattle, Washington - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a0fca1a99f45bf545cfbedeee54938670eddee52ee1047866a2b49011f72832&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18462500%2F&secure%5Burl_type%5D=linkedin_company_website) 44 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 44% Medium, 37% Small #### What Do G2 Reviewers Say About Meisterplan? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of Meisterplan, appreciating its drag-and-drop features and quick setup. - Users find Meisterplan's **ease of use and visibility** to be invaluable for managing projects and resources effectively. - Users commend the **exceptional customer support** from Meisterplan, enhancing their experience and tool functionality. - Users value the **customizable fields** in Meisterplan, enhancing their ability to tailor solutions to their business needs. - Users find the **dashboard features** of Meisterplan essential for managing resources and improving project visibility. ##### Cons - Users find the **data import limitations** frustrating, making integration and project tracking cumbersome and inefficient. - Users face challenges with **export issues** in Meisterplan, limiting their ability to track changes and perform key analytics. - Users find the **export limitations** in Meisterplan frustrating, hindering necessary portfolio analytics and project tracking. - Users note a noticeable **learning curve** with Meisterplan, requiring time to become proficient with the tool. - Users struggle with **project management issues** , including syncing with Jira, clutter, and lack of basic portfolio analytics. #### What Are Recent G2 Reviews of Meisterplan? **["Practical Resource Planning with Meisterplan in a Hybrid Portfolio"](https://www.g2.com/survey_responses/meisterplan-review-12009592)** **Rating:** 4.5/5.0 stars _— Verified User in Manufacturing_ [Read full review](https://www.g2.com/survey_responses/meisterplan-review-12009592) **["Streamlined Resource Management, Worth the Initial Learning Curve"](https://www.g2.com/survey_responses/meisterplan-review-11872976)** **Rating:** 4.5/5.0 stars _— Jack N._ [Read full review](https://www.g2.com/survey_responses/meisterplan-review-11872976) [ Deltek Replicon Time ](https://www.g2.com/products/deltek-replicon-time/reviews) By [Deltek](https://www.g2.com/sellers/deltek) [ 4.3/5(793) ](https://www.g2.com/products/deltek-replicon-time/reviews) What do users say? Users consistently praise the software for its ease of use and flexibility in tracking time and managing projects. The intuitive interface allows for quick navigation and efficient time entry, making Pros and Cons [ Ease of Use (19) ](https://www.g2.com/products/deltek-replicon-time/reviews?qs=pros-and-cons)[ Reporting Issues (9) ](https://www.g2.com/products/deltek-replicon-time/reviews?qs=pros-and-cons) ### [Deltek Replicon Time](https://www.g2.com/products/deltek-replicon-time/reviews) Deltek Replicon Time is an AI-powered time intelligence software that helps project- based firms recover missed billable hours, reduce revenue leakage, and speed up billing cycles. It unifies project time capture, workforce management, time off, and labour compliance in one configurable, cloud-based application — part of the Deltek platform. ZeroTime™, powered by Dela, auto-captures time from 100+ work applications and translates activity into accurate, ready-to-submit timesheets. Best for: Project-based firms — from growing consultancies to global enterprises — managing distributed teams, complex billing models, and evolving labour regulations across multiple regions. Use cases:  Track project billable hours automatically to improve margins and accelerate invoicing  Manage workforce attendance, schedules, overtime, and gross pay calculations in one place  Navigate labour compliance across 145+ jurisdictions in 75+ countries using preconfigured rules  Consolidate disconnected time-tracking systems into a single, scalable application  Capture project expenses and map them to jobs for on-time billing and reimbursement Key Features:  ZeroTime™ intelligent timesheets — AI-powered time capture from 100+ work apps  Configurable project time tracking with flexible approval workflows  Global labour compliance with preconfigured rules for overtime, breaks, leave, and gross pay  CloudClock with facial recognition and voice commands for field and frontline teams  Workforce management — attendance, scheduling, and time-off administration  Seamless integration with ERP, CRM, HCM, payroll, and project management systems  Advanced analytics with custom dashboards, reports, and connections to Tableau and Power BI Why project-based firms choose Replicon Time:  AI captures every billable hour so revenue stops slipping through the cracks. ZeroTime™ auto-populates timesheets from 100+ work apps — eliminating the end-of-week scramble and recovering hours that manual entry misses.  One application replaces fragmented time-tracking systems across the business. Replicon Time brings project time, workforce management, leave, and compliance together — cutting silos and reducing manual errors at source.  Global teams stay compliant without adding operational overhead. Preconfigured rules cover labour laws in 145+ jurisdictions across 75+ countries, with intelligent validation and complete audit trails built in. Used by: Professional services, consulting, government contracting, and technology firms — from mid-market to Fortune 500 — managing complex projects and distributed workforces globally. Replicon Time is FedRAMP Moderate authorized and supports 30+ languages and multiple currencies. Backed by 25+ years of industry leadership in time tracking and workforce management. **Average Rating:** 4.3/5.0 **Total Reviews:** 776 #### How Do G2 Users Rate Deltek Replicon Time? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Optimization:** 7.2/10 (Category avg: 8.4/10) - **Alignment:** 7.3/10 (Category avg: 8.5/10) - **Performance:** 8.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind Deltek Replicon Time? - **Seller:** [Deltek](https://www.g2.com/sellers/deltek) - **Company Website:** www.deltek.com - **Year Founded:** 1983 - **HQ Location:** Herndon, VA - **Twitter:** @Deltek 6,574 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=958c4daad13b3f388e84895516e4bbb91fcac55b1ad5c1e3a86b8af357adbfba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163414%2F&secure%5Burl_type%5D=linkedin_company_website) 4,828 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller, Office Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Medium, 41% Small #### What Do G2 Reviewers Say About Deltek Replicon Time? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Deltek Replicon Time, citing its straightforward interface and quick navigation. - Users appreciate the **straightforward time tracking** of Deltek Replicon Time, simplifying project management and organization. - Users appreciate the **user-friendly interface** of Deltek Replicon Time, enabling efficient tracking and management of projects and time. - Users commend the **efficiency** of Deltek Replicon Time, streamlining project management and time tracking effortlessly. - Users value the **excellent customer support** from Deltek Replicon Time, noting prompt resolutions and outstanding service. ##### Cons - Users face **reporting issues** with Deltek Replicon Time, impacting accuracy and customization options in their experience. - Users express frustration over **limited customization** options in Deltek Replicon, hindering their ability to tailor the system effectively. - Users find the **data management** to be lacking, with issues like empty timesheets and unhelpful logs. - Users find the **learning curve steep** , noting that initial setup and reporting features can be complex. - Users find the **limited features** of Deltek Replicon Time hinder effective organization and accurate reporting. #### What Are Recent G2 Reviews of Deltek Replicon Time? **["Intuitive Time Management That Boosts Productivity and Cuts Billing Errors"](https://www.g2.com/survey_responses/deltek-replicon-time-review-12832319)** **Rating:** 4.0/5.0 stars _— Ryan K._ [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-12832319) **["Simple, Web-Based UI You Can Access Anywhere"](https://www.g2.com/survey_responses/deltek-replicon-time-review-13029867)** **Rating:** 4.5/5.0 stars _— Chris P._ [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-13029867) #### What Are G2 Users Discussing About Deltek Replicon Time? - [What is Replicon PSA used for?](https://www.g2.com/discussions/what-is-replicon-psa-used-for) - 1 comment - [What does Replicon PSA do?](https://www.g2.com/discussions/what-does-replicon-psa-do) - [What is a PSA tool?](https://www.g2.com/discussions/what-is-a-psa-tool) - 1 comment - [What is a PSA in technology?](https://www.g2.com/discussions/what-is-a-psa-in-technology) - 2 comments - [What is Replicon software?](https://www.g2.com/discussions/what-is-replicon-software) - 2 comments [ IBM Targetprocess ](https://www.g2.com/products/ibm-targetprocess/reviews) By [Apptio, an IBM Company](https://www.g2.com/sellers/apptio-an-ibm-company) [ 4.3/5(243) ](https://www.g2.com/products/ibm-targetprocess/reviews) What do users say? Users consistently praise the product for its flexibility and customization, allowing teams to tailor workflows to their specific needs. The intuitive interface and strong customer support enhance use Pros and Cons [ Visibility (6) ](https://www.g2.com/products/ibm-targetprocess/reviews?qs=pros-and-cons)[ Learning Curve (6) ](https://www.g2.com/products/ibm-targetprocess/reviews?qs=pros-and-cons) ### [IBM Targetprocess](https://www.g2.com/products/ibm-targetprocess/reviews) IBM Targetprocess, is a platform for enterprise agile planning (EAP) and strategic portfolio management (SPM) solutions that allows business and technology planners at all levels to dynamically plan and manage work, resources, investments, programs, and portfolios while ensuring continuous alignment to the enterprise strategy in a single source of truth. IBM Targetprocess is a platform for enterprise agile planning (EAP) and strategic portfolio management (SPM) solutions that allows business and technology planners at all levels to dynamically plan and manage work, resources, investments, programs, and portfolios while ensuring continuous alignment to the enterprise strategy in a single source of truth. The combination of flexible architecture and Solutions Library helps to ensure the fastest time to value for every solution. IBM Targetprocess integrates directly with the financial management platform to provide financial insights into labor allocations, labor capitalization, and labor forecasts to improve how a company measures, plans, and invests in their workforce. Solutions: IBM Targetprocess' solutions-led strategy to make Enterprise Agile easier, allowing teams to take a building-block style approach to their agile transformation. Strategic planning solutions allow business leaders to capture strategy and OKRs in a single source of truth, and even update priorities with confidence that portfolio, product managers, and even autonomous Agile teams will see and align their work to the new priorities. Resource Management solutions allow portfolio and product teams to plan and forecast capacity and dynamically manage resources while minimizing risks and optimizing resource utilization. The Portfolio budgeting solutions enabled by IBM Targetprocess partners financial teams with product and portfolio managers to enable a shift to continuous product funding, and Program Management solutions ensure the successful execution of Agile programs across hybrid and strategic portfolios. Strategic Planning: Align work, labor, and investments to the strategic objectives of the business and maximize execution. • Capture and communicate corporate objectives in a persistent tool visible by the entire organization. • Link specific elements of execution to strategic objectives (i.e. initiatives, epics, features, teams, budgets, etc.). • View the split between Run-the-Business and Change-the-Business goals and pivot investments. • Easily track and view progress of strategic objectives. Portfolio Budgeting: Align with finance as you shift from annual funding of projects to continuous product funding. • View portfolio totals, actuals, OpEx, and CapEx, budgeted costs, and labor and non-labor costs in one place. • One source of truth to view portfolio budgets and their initiatives. • View the split between labor and non-labor actuals on a monthly basis. • Quickly change Funded costs and labor/non-labor costs in the initiative breakdown. Resource Management: Optimize resources, capacity, and demand to reduce risk and maximize utilization of headcount. • Monitor the impact of changes in real-time, with multiple views of reports to minimize inefficiency and overutilization. • Dashboards allow optimization of incoming demand against capacity. • Connect resource bill rates, team rates, and blended rates and utilization with automatic cost forecasting. Program Management: Digitize and automate quarterly business and program increment planning. • Seamlessly setup PI Planning with connected backlogs for Portfolio, Product, and Teams. • Visualize key metrics and flow of value with Flow metrics in a customizable dashboard. • Execute confidently by easily tracking progress in real-time, quickly identifying dependencies, and adapting to changes through the Program Board. Market Differentiators: - Flexible architecture: Targetprocess flexible architecture adapts to your organizations operating models – no matter how unique. - Time to value: Targetprocess Solutions Library minimizes administrative overhead and delivers rapid time to value for every solution. - Holistic financials: Targetprocess and IBM Apptio provide visibility to labor and non-labor costs for planning and managing investments. **Average Rating:** 4.3/5.0 **Total Reviews:** 236 #### How Do G2 Users Rate IBM Targetprocess? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Optimization:** 8.6/10 (Category avg: 8.4/10) - **Alignment:** 8.4/10 (Category avg: 8.5/10) - **Performance:** 8.4/10 (Category avg: 8.6/10) #### Who Is the Company Behind IBM Targetprocess? - **Seller:** [Apptio, an IBM Company](https://www.g2.com/sellers/apptio-an-ibm-company) - **Year Founded:** 1996 - **HQ Location:** Bellevue, WA - **Twitter:** @Apptio 9,662 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1eb96595a20d7a25bffe1aafb247c6ba8f7736fdc37e3f26d0f035642254f629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapptio%2F&secure%5Burl_type%5D=linkedin_company_website) 1,280 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Software Developer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 42% Medium, 35% Small #### What Do G2 Reviewers Say About IBM Targetprocess? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **bird's eye view of projects** , enhancing collaboration and visibility across the enterprise for better decision-making. - Users appreciate the **flexibility** of IBM Targetprocess, as it adapts well to various frameworks and organizational needs. - Users appreciate the **comprehensive organization** capabilities of IBM Targetprocess, which enhance project visibility and management efficiency. - Users appreciate the **ease of use and seamless integration** of IBM Targetprocess, enhancing team management and communication. - Users commend the **seamless team collaboration** of IBM Targetprocess, enhancing communication and project tracking effectively. ##### Cons - Users find the **steep learning curve** challenging, wishing for more documentation and guidance for better tool utilization. - Users find the **learning difficulty** problematic due to unclear documentation and inadequate training resources, hindering best practices. - Users find the **complexity** of IBM Targetprocess can hinder setup and usability, especially for Agile newcomers. - Users find the **difficult navigation** in IBM Targetprocess frustrating, hindering their ability to easily access information. - Users struggle with **navigation difficulty** in IBM Targetprocess, finding it hard to locate essential features and information. #### What Are Recent G2 Reviews of IBM Targetprocess? **["Streamlined Project Management, Needs UI Improvements"](https://www.g2.com/survey_responses/ibm-targetprocess-review-11647564)** **Rating:** 4.0/5.0 stars _— Anant D._ [Read full review](https://www.g2.com/survey_responses/ibm-targetprocess-review-11647564) **["Single Source of Truth with Clear Visibility Across Teams and Portfolios"](https://www.g2.com/survey_responses/ibm-targetprocess-review-12285719)** **Rating:** 5.0/5.0 stars _— Verified User in Automotive_ [Read full review](https://www.g2.com/survey_responses/ibm-targetprocess-review-12285719) #### What Are G2 Users Discussing About IBM Targetprocess? - [What is Apptio Targetprocess used for?](https://www.g2.com/discussions/what-is-apptio-targetprocess-used-for) [ TeamDynamix ](https://www.g2.com/products/teamdynamix-it-service-management/reviews) By [TeamDynamix](https://www.g2.com/sellers/teamdynamix) [ 4.5/5(101) ](https://www.g2.com/products/teamdynamix-it-service-management/reviews) What do users say? Users consistently praise the flexibility and ease of use of TeamDynamix IT Service Management, highlighting its ability to streamline ticket management and integrate various IT functions. Many apprec ### [TeamDynamix IT Service Management](https://www.g2.com/products/teamdynamix-it-service-management/reviews) TeamDynamix is a no-code AI-powered ITSM/ESM platform with AI-native automation, virtual support agents, and enterprise-wide integration. Deflect 30-60% of tickets, resolve tickets 40-90% faster, eliminate 2-3 months of manual tasks, and reduce overhead. **Average Rating:** 4.5/5.0 **Total Reviews:** 100 #### How Do G2 Users Rate TeamDynamix IT Service Management? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.1/10) - **Optimization:** 7.8/10 (Category avg: 8.4/10) - **Alignment:** 7.2/10 (Category avg: 8.5/10) - **Performance:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind TeamDynamix IT Service Management? - **Seller:** [TeamDynamix](https://www.g2.com/sellers/teamdynamix) - **Year Founded:** 2001 - **HQ Location:** Columbus, Ohio - **Twitter:** @TDXBuzz 1,049 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8249b19ee2fd233d1852e01c26a849abcf782b644eeea69d2cac29a5a3a13a3c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1494030%2F&secure%5Burl_type%5D=linkedin_company_website) 166 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Higher Education, Education Management - **Company Size:** 46% Medium, 45% Large #### What Are Recent G2 Reviews of TeamDynamix IT Service Management? **["Highly Configurable Service Desk That Keeps IT Operations Connected"](https://www.g2.com/survey_responses/teamdynamix-it-service-management-review-12913261)** **Rating:** 5.0/5.0 stars _— Robert C._ [Read full review](https://www.g2.com/survey_responses/teamdynamix-it-service-management-review-12913261) **["Reliable Web-Based SaaS with Strong Workflows, Integrations, and Helpful AI Features"](https://www.g2.com/survey_responses/teamdynamix-it-service-management-review-12915982)** **Rating:** 5.0/5.0 stars _— Kevin M._ [Read full review](https://www.g2.com/survey_responses/teamdynamix-it-service-management-review-12915982) #### What Are G2 Users Discussing About TeamDynamix IT Service Management? - [What is TeamDynamix IT Service Management used for?](https://www.g2.com/discussions/what-is-teamdynamix-it-service-management-used-for) - [What does Teamdynamix do?](https://www.g2.com/discussions/what-does-teamdynamix-do) - [How do you manage a project portfolio?](https://www.g2.com/discussions/how-do-you-manage-a-project-portfolio) - [What is Team dynamics software?](https://www.g2.com/discussions/what-is-team-dynamics-software) - [Does TeamDynamix have an app?](https://www.g2.com/discussions/does-teamdynamix-have-an-app) [ Prism PPM (formerly WorkOtter) ](https://www.g2.com/products/prism-ppm-formerly-workotter/reviews) By [Prism PPM (formerly WorkOtter)](https://www.g2.com/sellers/prism-ppm-formerly-workotter) [ 4.8/5(56) ](https://www.g2.com/products/prism-ppm-formerly-workotter/reviews) What do users say? Users consistently praise the ease of use and customization options of Prism PPM, highlighting its intuitive interface that simplifies project management tasks. Many appreciate the robust reporting fe Pros and Cons [ Ease of Use (2) ](https://www.g2.com/products/prism-ppm-formerly-workotter/reviews?qs=pros-and-cons)[ Limited Features (2) ](https://www.g2.com/products/prism-ppm-formerly-workotter/reviews?qs=pros-and-cons) ### [Prism PPM (formerly WorkOtter)](https://www.g2.com/products/prism-ppm-formerly-workotter/reviews) Prism PPM is a sophisticated Project Portfolio Management (PPM) solution designed to assist organizations in effectively managing their strategic projects. Recognized in the 2025 Gartner Magic Quadrant for Adaptive Project Management and Reporting, Prism PPM addresses the limitations of traditional spreadsheets and task management tools by providing a comprehensive platform that enhances project visibility, reporting accuracy, and overall portfolio management efficiency. Targeted at project management offices (PMOs), project managers, and organizational leaders, Prism PPM is particularly beneficial for those who oversee multiple projects and require a structured approach to resource allocation, capacity planning, and project intake processes. The solution is designed to facilitate informed decision-making by allowing users to prioritize projects that align with their business objectives and resource availability. This capability enables organizations to adapt to changes and understand the potential impacts on their project portfolio. One of the key features of Prism PPM is its robust project management capabilities grounded in PMBOK best practices. Users can efficiently manage resources and track project risks at both the project and portfolio levels. This functionality not only streamlines project execution but also enhances communication among stakeholders, ensuring that everyone is aligned on project goals and potential challenges. The platform’s advanced reporting and analytics dashboards provide critical insights into PPM KPIs, allowing organizations to monitor performance and make data-driven decisions. Prism PPM also emphasizes visibility across all project data. With the option to utilize embedded analytics or integrate with external tools like Power BI and Databricks, users can customize their reporting to meet specific needs. This flexibility ensures that stakeholders have access to relevant information, fostering transparency and accountability throughout the project lifecycle. To further enhance PMO and project governance, Prism PPM offers customizable templates and visual workflows that streamline processes. By establishing standards and feedback loops, organizations can ensure continuity across projects, leading to smoother operations and continuous process improvement. This structured approach not only supports project success but also empowers PMOs to drive strategic initiatives effectively. With a dedicated team of project management professionals available for implementation and support, Prism PPM is committed to helping organizations maximize the benefits of PPM software. Users can reach out for guidance on optimizing their PMO practices and leveraging the full potential of Prism PPM to achieve their project management goals. **Average Rating:** 4.8/5.0 **Total Reviews:** 52 #### How Do G2 Users Rate Prism PPM (formerly WorkOtter)? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Optimization:** 9.3/10 (Category avg: 8.4/10) - **Alignment:** 9.6/10 (Category avg: 8.5/10) - **Performance:** 9.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Prism PPM (formerly WorkOtter)? - **Seller:** [Prism PPM (formerly WorkOtter)](https://www.g2.com/sellers/prism-ppm-formerly-workotter) - **Company Website:** prismppm.com - **Year Founded:** 1998 - **HQ Location:** St. Louis, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=672207de57a990b17b34d6ddc329cdd2b8d2e3cc91f8dee582696d80b20cbd92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprismppm%2F&secure%5Burl_type%5D=linkedin_company_website) 30 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 57% Small, 29% Medium #### What Do G2 Reviewers Say About Prism PPM (formerly WorkOtter)? _AI-generated summary from verified user reviews_ ##### Pros - Users find Prism PPM to be **streamlined and easy to navigate** , enhancing efficiency for project management teams. - Users value the **streamlined organization** of Prism PPM, enhancing efficiency and visibility across all project levels. - Users value the **streamlined resource management** in Prism PPM, enhancing decision-making and overall project efficiency. - Users value the **automation features** of Prism PPM, which streamline tasks and enhance project management efficiency. - Users highlight the **exceptional customer support** from Prism PPM, appreciating the team's commitment to their satisfaction and improvement. ##### Cons - Users point out **limited features** in Prism PPM, affecting advanced planning and necessitating better guidance and enhancements. - Users are frustrated by **collaboration issues** , including ineffective personalization and inadequate user guidance, impacting overall usability. - Users experience **feature issues** with Prism PPM, finding personalizations, tracking, and guides lacking in effectiveness. - Users experience **integration issues** with Jira, limiting feature capabilities and advanced planning functionalities. - Users find that there is a **steep learning curve** with Prism PPM, as it's not fully intuitive. #### What Are Recent G2 Reviews of Prism PPM (formerly WorkOtter)? **["Excellent fit for purpose for integrated PPM tool with powerful reporting capabilities!"](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11423681)** **Rating:** 4.5/5.0 stars _— Slobodan V._ [Read full review](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11423681) **["Prism PPM Review"](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11207351)** **Rating:** 5.0/5.0 stars _— Mallory S._ [Read full review](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11207351) #### What Are G2 Users Discussing About Prism PPM (formerly WorkOtter)? - [What is WorkOtter used for?](https://www.g2.com/discussions/what-is-workotter-used-for) - 1 comment [ Kytes ](https://www.g2.com/products/kytes/reviews) By [Kytes](https://www.g2.com/sellers/kytes) [ 4.4/5(87) ](https://www.g2.com/products/kytes/reviews) What do users say? Users consistently praise the ease of use and intuitive interface of Kytes, which simplifies project management and resource allocation. Many appreciate how it consolidates various functions into one Pros and Cons [ Ease of Use (9) ](https://www.g2.com/products/kytes/reviews?qs=pros-and-cons)[ Slow Loading (3) ](https://www.g2.com/products/kytes/reviews?qs=pros-and-cons) ### [Kytes](https://www.g2.com/products/kytes/reviews) Kytes PSA is a type of Professional Services Automation (PSA) software solution designed to help organizations digitize and automate their end-to-end project operations. This innovative software is particularly tailored for industries such as IT/ITES, Pharmaceuticals/Lifesciences, GCC, Professional Services, and Consulting, making it an ideal choice for businesses looking to streamline their project deliveries and enhance their product development lifecycle. The target audience for Kytes PSA includes project managers, team leaders, and executives in sectors that require efficient project management and operational excellence. By providing a comprehensive platform that integrates various project management functionalities, Kytes PSA enables teams to work both independently and collaboratively. This flexibility is essential for organizations that need to adapt to changing project requirements and ensure that all team members are aligned with project goals. Key features of Kytes PSA include advanced automation capabilities, which significantly reduce the time spent on manual tasks, thereby allowing teams to focus on strategic initiatives. The software enhances operational excellence by providing real-time insights and analytics, helping organizations make informed decisions based on data-driven metrics. Additionally, the platform maintains the highest compliance and security standards, ensuring that sensitive project information is protected while adhering to industry regulations. One of the standout benefits of Kytes PSA is its ability to optimize resources effectively. By automating routine processes and providing tools for better resource allocation, organizations can reduce costs and improve overall efficiency. Furthermore, the software supports the development of a robust project management culture within organizations, fostering a collaborative environment that encourages innovation and continuous improvement. This not only boosts revenue and margins but also positions organizations for long-term success in a competitive landscape. In summary, Kytes PSA is a powerful tool that empowers organizations to enhance their project management capabilities. By focusing on a people-first approach and leveraging AI-enabled automation, Kytes PSA stands out as a comprehensive solution for businesses aiming to improve their project operations and achieve greater operational efficiency. **Average Rating:** 4.4/5.0 **Total Reviews:** 69 #### How Do G2 Users Rate Kytes? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.1/10) - **Optimization:** 8.8/10 (Category avg: 8.4/10) - **Alignment:** 9.1/10 (Category avg: 8.5/10) - **Performance:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Kytes? - **Seller:** [Kytes](https://www.g2.com/sellers/kytes) - **Company Website:** www.kytes.com - **Year Founded:** 2006 - **HQ Location:** Pune, Maharashtra - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=79804668b80467f79f309f15d96adfa6e3c8021e21edfa9df200af351d24ac5c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproductdossier-solutions-india-pvt-ltd%2F&secure%5Burl_type%5D=linkedin_company_website) 171 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 56% Medium, 28% Large #### What Do G2 Reviewers Say About Kytes? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of Kytes, highlighting its intuitive interface and smooth implementation process. - Users value the **comprehensive project management** features of Kytes, appreciating its centralized resource and task management. - Users value the **comprehensive project tracking** features of Kytes, enhancing project management and support experience. - Users appreciate the **comprehensive resource management** capabilities of Kytes, enhancing project delivery and visibility across projects. - Users value the **effective team collaboration** in Kytes, enhancing project management and support throughout the process. ##### Cons - Users experience **slow loading times** for reports and file uploads, leading to frustration and occasional crashes. - Users experience **slow performance** with report generation and file uploads, impacting overall efficiency and experience. - Users experience a **challenging learning curve** with Kytes due to confusing layouts, though support is helpful. - Users have noted **limited reporting** and integration options, suggesting the need for better analytics and data visualization. - Users find the **missing features** such as limited reporting and AI/ML integration frustrating and limiting. #### What Are Recent G2 Reviews of Kytes? **["Essential for Resource-Heavy Project Management"](https://www.g2.com/survey_responses/kytes-review-12532967)** **Rating:** 4.0/5.0 stars _— Sourabh H._ [Read full review](https://www.g2.com/survey_responses/kytes-review-12532967) **["User-Friendly, Seamless Integration, and Reliable Support"](https://www.g2.com/survey_responses/kytes-review-12532829)** **Rating:** 4.5/5.0 stars _— Aditi J._ [Read full review](https://www.g2.com/survey_responses/kytes-review-12532829) #### What Are G2 Users Discussing About Kytes? - [What is TouchBase used for?](https://www.g2.com/discussions/what-is-touchbase-used-for) - 1 comment, 1 upvote - ‹ Prev‹ Prev - 1 - [2](/categories/project-and-portfolio-management/mid-market?order=g2_score&page=2#product-list) - [3](/categories/project-and-portfolio-management/mid-market?order=g2_score&page=3#product-list) - [Next ›Next ›](/categories/project-and-portfolio-management/mid-market?order=g2_score&page=2#product-list) Spotlight Categories [Business Process Management Software](https://www.g2.com/categories/business-process-management) [Knowledge Base Software](https://www.g2.com/categories/knowledge-base-software) [Relational Databases](https://www.g2.com/categories/relational-databases) [SEO Tools](https://www.g2.com/categories/seo-tools) [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) Similar Categories - [Capital Project Management](/categories/capital-project-management) - [Earned Value Management](/categories/earned-value-management) - [Kanban Project Management](/categories/kanban-project-management) - [Project Collaboration](/categories/project-collaboration) - [Project Cost Management](/categories/project-cost-management) - [Project Management](/categories/project-management) - [Project Management Tools](/categories/project-management-tools) - [Resource Management](/categories/resource-management) - [Stakeholder Relationship Management Software](/categories/stakeholder-relationship-management-software) - [Strategic Planning and Execution](/categories/strategic-planning-and-execution) - [Strategic Portfolio Management](/categories/strategic-portfolio-management) - [Task Management](/categories/task-management-software) - [Work Management](/categories/work-management) [Browse Project and Portfolio Management Themes](/categories/project-and-portfolio-management/themes) ![Subhransu Sahu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Subhransu Sahu") SS Researched and written by [Subhransu Sahu](https://research.g2.com/insights/author/subhransu-sahu) Updated Products classified in the overall Project and Portfolio Management category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Project and Portfolio Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Project and Portfolio Management category. In addition to qualifying for inclusion in the Project and Portfolio Management Software category, to qualify for inclusion in the Medium-Sized Business Project and Portfolio Management Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. Top Tools at a Glance | | Spreadsheet-native cross-team project portfolio visibility | User Review "Excellent for managing projects, automating workflows, and keeping teams aligned" | | | Customizable cross-portfolio workflows with automation | User Review "BEST Project Management and Dashboard Tool on the Planet" | | | Cross-board portfolio tracking with no-code automation | User Review "Best-in-Class Project Management Performance with an Easy-to-Use Interface" | | | Custom-built project workflows without dedicated developers | User Review "Flexible, Custom Workflows That Grow With Us" | | | Cross-project portfolio tracking with financial visibility | User Review "A reliable project management platform for growing team" | | | Flexible multi-view portfolio and workload tracking | User Review "The most organized and smarted way to work from home" | | | Strategy-to-execution visibility inside ServiceNow ITSM | User Review "All-in-One Portfolio Management with Clear Dashboards and Automation" | | | CPM scheduling with resource-loaded cost control | User Review "Promising Tool with Scope for Enhancements" | | | Quote-to-invoice project delivery with utilization tracking | User Review "Subtasks and dependencies made cross-functional delivery planning much easier" | * * * Show More * * * ## How Do You Choose the Right Project and Portfolio Management Software? ### What You Should Know About Project and Portfolio Management Software ### What is Project and Portfolio Management Software? As opposed to project management software which focuses mostly on execution, project and portfolio management (PPM) software helps companies create and implement strategies for project portfolios. A portfolio is a mix of interrelated projects, meaning they have a similar scope and shared resources. For instance, an architecture, engineering, and construction (AEC) company may have three portfolios: one for architecture and design, another one for civil and industrial engineering projects, and a third for residential and commercial construction. Each portfolio may include dozens or hundreds of projects which need to be managed and monitored as a whole. The high number of projects that are part of a portfolio makes it difficult for companies to plan, allocate resources, execute, and monitor performance. Typical project management software is used to manage individual projects but usually doesn’t include robust features for portfolio management. Key Benefits of Project and Portfolio Management Software - Customer experience and satisfaction are essential to companies focused on delivering projects. Customer loyalty is achieved only when the company constantly delivers good quality work at reasonable prices. Project quality is difficult to manage across multiple portfolios and PPM helps to address this challenge. - Project and portfolio visibility allow stakeholders across the company as well as partners and customers to track milestones, deliverables, and identify potential issues. While tracking individual projects is relatively easy, only PPM software is able to monitor hundreds of projects simultaneously. Also, since the projects in a portfolio are interrelated, unexpected changes in one task may propagate across multiple projects and harm the entire portfolio. - Tracking costs and profitability avoids unnecessary spending, compares estimated and actual costs, and provides insights on how to improve revenues. There are many costs related to project portfolios (resources, contractors, labor, etc.), and each one of them needs to be monitored closely. At the project level or for each task, the expenses may seem insignificant; but when analyzed by portfolio, they may accumulate into a noteworthy amount. - Improves business agility and accelerates project delivery across a company or group of companies. Agility helps companies adapt to customer demand and market changes, and improved deliverability makes the business more efficient. ### Why Use Project and Portfolio Management Software? The main benefit of PPM platforms is their ability to manage portfolios of numerous projects and maintain the relationships between them. This helps companies plan and execute dozens or hundreds of projects simultaneously. Additional benefits of PPM software include the following: **Collaboration across projects and portfolios —** Collaboration between multiple teams and external stakeholders is difficult without robust software. PPM systems allow everyone involved in projects to communicate and share data without overwhelming them with unnecessary information. **Analytics and performance —** Portfolios of projects are the main revenue driver for many professional services providers and their performance directly impacts profitability. It is therefore essential that companies use analytics to track portfolio performance, identify bottlenecks and risks, and find opportunities for improvement. **Strategic alignment across the company —** Medium and large companies tend to be bureaucratic and rigid, negatively impacting the performance of the business. PPM provides features to define and monitor common goals which improves business alignment and company performance. ### Who Uses Project and Portfolio Management Software? PPM software can be used by anyone in the company and even by external users such as partners and customers. It is therefore critical to clearly define user roles and access rights to protect intellectual property, confidential data, and the privacy of all the parties involved. **Head of project management office (PMO) —** A PMO is a team or department within a company that defines and implements standards for project management. For large companies, PMO employees also need to create standards for project portfolios. Once created, the standards are enforced across the company to ensure compliance and communication with customers and partners. PPM standards need to be updated regularly to keep up with changing regulations. PMO teams also use PPM software to monitor how standards are implemented and take corrective actions when required. **Project managers —** Project managers use PPM to plan and execute projects that are part of various portfolios. They also need to ensure that everyone working on a project follows the standards defined by the PMO department. Project managers also use PPM to maintain direct communications with customers, identify risks, and escalate issues to managers and executives. **Executives —** Managers and executives benefit from data analysis, reporting, and dashboards that provide information on the status of projects, associated costs, risks, and compliance. Data is also used to identify how to optimize portfolios as well as new business opportunities. Also, historical project portfolio information is the starting point of any budgeting and forecasting activity. **Partners and contractors —** Large portfolios of projects often require the involvement of third-party companies, vendors, suppliers, and independent contractors. Companies are also partnering with freelancers increasingly when it is too expensive to hire and train employees for tasks that aren’t critical for project success. All these external stakeholders need to access project and portfolio information, ideally through a portal rather than documents and spreadsheets. Companies need to be careful to protect their intellectual property and customers’ privacy when sharing data externally. ### Kinds of Project and Portfolio Management Software There aren’t many PPM solutions available in the market and buyers only have a few delivery options to choose from. **Best of breed —** Refers to a single integrated solution that delivers all functionality to manage portfolios and associated projects. While all best-of-breed PPM software delivers robust portfolio features, the level of support for project and resource management varies significantly from one product to another. **Suites —** Includes multiple products, one of which focuses on portfolio management. The other products may be used for resource and project management. Companies may choose between buying and using all products together or separately. A PPM suite is advantageous because it provides comprehensive features and a single repository of project portfolio data. **Point solutions —** Such solutions focus on creating and monitoring portfolios and do not include robust features for project management. Integration with project management software is therefore critical to plan and execute projects. It is also important to integrate with project cost management software when this type of functionality isn’t provided. Point solutions for PPM are beneficial for small and medium-sized businesses (SMBs) and small teams of large companies. **Industry-specific PPM —** Includes best practices for complex industries such as energy, aerospace and defense, or for government contractors. This type of software ensures compliance with regulations and industry standards which isn’t always the case for most PPM products. ### Project and Portfolio Management Software Features PPM is more than advanced project management. Its focus is to identify business opportunities, match them with projects and portfolios, and ensure that the company adjusts its portfolios based on market changes. **Portfolio management and monitoring —** Project portfolios are defined based on customer demand and the ability of the company to deliver projects. Since demand changes constantly, portfolios need to be updated to stay relevant. Changes to a portfolio may also be triggered by executive decisions to provide new services or discontinue unprofitable offerings. **Resource planning and allocation —** Capacity planning allows users to identify which resources are available and when. This type of functionality is also leveraged to reallocate resources based on unexpected changes. Any changes must be reflected across the entire project portfolio so that everyone gets a clear picture of their work. **Project management and execution —** Traditional project management software is used to execute individual projects, while PPM allows for the planning and management of portfolios. Ideally, PPM should provide functionality for both project and portfolio management. Project tasks, deadlines, and resources should be consolidated by portfolio. **Project and portfolio risk —** Project risks tend to increase for complex projects and portfolios. PPM identifies and mitigates risk at the portfolio and project level. While some risks are preventable, others may occur unexpectedly, which is why companies define and implement corrective actions. **Collaboration —** Collaboration features vary from simple chat to advanced document management and authoring. For portfolio management, collaboration should allow internal and external users to communicate and share information at each stage of the project. Executives and the PMO team need to work together on defining and aligning business strategies, or on creating budgets and forecasting finances. **Financial analysis —** While PPM does not include accounting features, it provides options to create budgets and monitor project costs. The cost of the resources used to deliver projects represents the majority of the spending on professional services companies. Other costs are expenses for travel and consumables as well as indirect costs for utilities or administration. All these costs need to be allocated to projects and portfolios and analyzed by each team and business unit. Other Features of Project and Portfolio Management Software: [Alignment Capabilities](https://www.g2.com/categories/project-and-portfolio-management/f/alignment), [Lean Management](https://www.g2.com/categories/project-and-portfolio-management/f/lean-management), [Performance](https://www.g2.com/categories/project-and-portfolio-management/f/performance), [Portfolio Mix](https://www.g2.com/categories/project-and-portfolio-management/f/portfolio-mix), [Priorities Capabilities](https://www.g2.com/categories/project-and-portfolio-management/f/priorities), [Risk Analysis](https://www.g2.com/categories/project-and-portfolio-management/f/risk-analysis) #### Additional Project and Portfolio Management Features [**Project portfolio optimization**](https://www.g2.com/categories/project-and-portfolio-management/f/optimization) **—** Like any other product or service, a project portfolio has a lifecycle that starts with inception, followed by testing, deployment, maturity, and ends with obsolescence. To remain competitive, a business should constantly evaluate and improve its portfolios. Even though the main goal is to achieve maximum profitability, decision makers also need to take into account market changes and socio-economic challenges such as automation or climate change. ### Trends Related to Project and Portfolio Management Software **Cloud —** Most PPM products were developed decades ago and are delivered both on premises and in the cloud. While the cloud is gaining traction in the market, many enterprise companies still host and manage the product on their premises. Cloud-native PPM software is mostly used by medium-sized companies that prefer not to invest in hardware and specialized IT personnel. **Work management —** Work management refers to the evolution of project management software to expand outside of its traditional reach. This is done by providing features for employees who are not project managers but are involved in projects. The lines between work management, PPM, and project management are very blurry, so buyers need to be careful when choosing between them. Work management software is rarely a good alternative to PPM because it lacks features for portfolio management but it provides important additional features such as advanced collaboration. **Automation —** Intelligent technologies such as artificial intelligence (AI) or robots have the potential to automate many of the tasks performed using PPM software. At the same time, this type of technology isn’t yet ready to define and monitor business strategies. While project management and execution are very likely to be automated, human involvement will still be essential for portfolio management. **Globalization —** Since PPM is used by enterprise companies with multiple geographical locations, the software should be supported in countries all over the world. This means that PPM needs to comply with a multitude of national and international privacy laws and provide multilingual and multicurrency support. Furthermore, integration with [video conferencing](https://www.g2.com/categories/video-conferencing) and [team collaboration](https://www.g2.com/categories/team-collaboration) software is needed to allow global teams to work together. ### Potential Issues with Project and Portfolio Management Software **Complexity —** PPM includes many features and functions which are be delivered as one single product or as a suite of multiple solutions. As vendors acquired multiple products and tried to integrate them, the result was sometimes a system with inconsistent user experience and complicated workflows. **Cost —** Due to its complexity, PPM software isn’t as affordable as project management. While the new cloud solutions are more accessible, there are extra costs for configuration or customization as well as professional services such as implementation and change management. **Compliance —** Companies using PPM need to ensure that they comply with project management standards as well as regulations to protect privacy and prevent financial fraud. **Flexibility —** While companies using PPM require robust and advanced features, they also need flexible systems that have the potential to adapt to their business. To address this challenge, vendors are trying to offer configurable user interfaces and the ability to modify workflows without disrupting work. ### Software and Services Related to Project and Portfolio Management Software PPM doesn’t include features for front and back office such as accounting or CRM, which are usually provided through integration. [**Project management**](https://www.g2.com/categories/project-management) **—** While PPM usually includes features for project management, they may not always be robust enough and companies may choose to buy separate software to manage projects. Also, deploying PPM in multiple locations is difficult and costly, which is why some teams or departments choose to use project management software instead and integrate it with PPM. [**Professional services automation (PSA)**](https://www.g2.com/categories/professional-services-automation) **—** PSA software doesn’t always include portfolio management functionality, therefore companies that use PSA and PPM need to integrate the two solutions. There are only a few PPM suites that may also be used for front office and back office operations in professional services. [**Strategic planning**](https://www.g2.com/categories/strategic-planning) **—** While PPM manages the strategic project and portfolio planning, it doesn’t always cover the other departments of a company, from sales and marketing to finance and IT. Strategic planning software aligns all teams to ensure that they have common goals and follow corporate strategic plans. [**Process automation**](https://www.g2.com/categories/process-automation) **—** While PPM provides features for workflow management, managing complex business activities may require integration with [business process management](https://www.g2.com/categories/business-process-management) software. Also, companies that want to automate repetitive tasks benefit from using [robotic process automation (RPA)](https://www.g2.com/categories/robotic-process-automation-rpa) software.