Project and Portfolio Management Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Project and Portfolio Management Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
Project and Portfolio Management Software Articles
State of Project Management Spring 2021
New technologies like the cloud have democratized project management software, making it accessible to everyone. Theoretically, a wide variety of options can be beneficial to buyers. Also, a competitive market means that vendors constantly try to outperform their competitors by improving their products. Does it mean that there are no issues in the project management software market? The only way to find out is to analyze feedback from more than 30,000 reviewers of project management solutions.
by Gabriel Gheorghiu
G2 Adds New Categories for Work Management and Project Collaboration
For decades, project management software has been straightforward—buyers knew very well what to expect from this type of software as most products potentially offered the same or almost similar features.
by Gabriel Gheorghiu
How Industry 4.0 Will Change Project Management
Project management software and methodologies are a form of automation that has been used in business for nearly 50 years. New technologies such as artificial intelligence (AI) and the Internet of Things (IoT) have the potential to automate project management—but, how far will they go?
by Gabriel Gheorghiu
Project Management in the Age of Remote Work
Working from home is a trend that’s been gaining traction for some time, with a growth of 159% in the last 12 years. As more companies are shifting to a remote workforce in response to the COVID-19 pandemic, the concept of remote work is more top of mind than ever.
by Gabriel Gheorghiu
How Project-Based Software Helps Companies
Most tasks we do at work are either process or project-based. Processes are made of repetitive tasks that we do repeatedly, with little to no variation. Project work can vary significantly from one project to another and can change based on internal or customer requirements.
by Gabriel Gheorghiu
Using Project Portfolio Management (PPM) to Determine Value
A portfolio is a collection of your best work, put forth in the hopes of making a positive impression.
by Grace Pinegar
Project and Portfolio Management Software Glossary Terms
Project and Portfolio Management Software Discussions
0
Question on: Planview AdaptiveWork
How can we automate the flow and approval of QA testing and release?
I previously was doing that using ServiceNow but now I would like to do the same using Clarizen one.
We also need help, but only in QA testing, we are currently severely lacking staff for testing. Who can I turn to for these services?
Or hire additional teams to help you in testing. Or you need to outsource some of the work. So you distribute the load and testing will be done by another team, under the supervision of, for example, only one person from your company. For qualified help on QA testing https://luxequality.com/ you can contact this company. A young company with experienced employees, who have already completed testing of many projects and showed all the shortcomings of applications.
Hi Ashraf,
We're running our entire Demand Management Process in Clarizen One using the Request Module and a series of Custom Actions. We set this up before Clarizen Go was available to us, so if I had to start gain, I'd look seriously at the Clarizen Go product for this type of activity management - here's the link to the Go intro video -
https://success.clarizen.com/hc/en-us/articles/360017906253-Introduction?search=clarizen+go+overview
0
Question on: Kantata Professional Services Automation (formerly Mavenlink+ Kimble)
can you get email notifications when an invoice is paid on a project?
The lead would like a notification when an invoice is paid. Can this be done? Currently, I @xxxxx and let them know
Unfortunately, not yet.
0
Question on: Planview AdaptiveWork
hat is the best way to attach files?
attachment any type of file? or is there some kind of extension that is better to use?
You have a number of options to attach files:
1) Upload files directly to almost all items (including to custom objects). If you're using the File Viewer, you can preview Microsoft Office type file formats: .docx, .xlsx, .pptx. You can also preview .txt, .pdf and image files (.jpg, .png, .gif).
You can use "Add Related > File" or drag these files onto the window.
You can also use Clarizen's Interact capability to email files directly to a work item/ case and there's a free app on the Apps Marketplace to enable this capability.
2) You can connect your Google Drive to attach Google Docs - when doing so, you can also work on the documents/ spreadsheets/ slides directly from within Clarizen One.
3) Box Folders
4) Sharepoint Online
Personally I like Uploading and Google Drive options, but the "best" is going to depend on what your organization uses as standard.
Other important note here is that you can also embed images in Discussion Posts on any standard and custom objects which support discussion threads. Use hashtagging (#image name) in discussion posts to share and expose relevant files across the system for powerful knowledge sharing and collaboration (we use this a lot internally).
The easiest way is to drag-and-drop the file from its folder to the project object at the top of the Work Plan. However...
a. This bypasses definition fields, such as 'description'. Not a big deal if that's not important to you.
b. You cannot do this from an email attachment, it has to come from a folder.
The 'best' way would be to use the 'Add Related' link in the project.
Project and Portfolio Management Software Reports
Mid-Market Grid® Report for Project and Portfolio Management
Fall 2026
G2 Report: Grid® Report
Grid® Report for Project and Portfolio Management
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Project and Portfolio Management
Fall 2026
G2 Report: Grid® Report
Momentum Grid® Report for Project and Portfolio Management
Fall 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Project and Portfolio Management
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Project and Portfolio Management
Summer 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Project and Portfolio Management
Summer 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Project and Portfolio Management
Summer 2026
G2 Report: Grid® Report
Grid® Report for Project and Portfolio Management
Summer 2026
G2 Report: Grid® Report
Momentum Grid® Report for Project and Portfolio Management
Summer 2026
G2 Report: Momentum Grid® Report










