# Best Project and Portfolio Management Software - Page 2 ## How Many Project and Portfolio Management Software Products Does G2 Track? **Total Products under this Category:** 155 ### Category Stats (Jul 2026) - **Average Rating:** 4.32/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Planisware Orchestra (+4.17%) - Among all products in this category, Planisware Orchestra recorded the largest rating increase compared to last month _Last updated: July 27, 2026_ ## How Does G2 Rank Project and Portfolio Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 69,900+ Authentic Reviews - 155+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Project and Portfolio Management Software ![G2 Grid® for Project and Portfolio Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/project-and-portfolio-management/grids.png?focus%5B%5D=530&focus%5B%5D=25675&focus%5B%5D=16194&focus%5B%5D=931&focus%5B%5D=5087&focus%5B%5D=152660&focus%5B%5D=27036&focus%5B%5D=1045) Highlighted products: Smartsheet, ClickUp, monday AI Work Platform, Quickbase, Celoxis, ServiceNow Strategic Portfolio Management, Hive, and Oracle Primavera. Underlying data: [Grid® JSON](https://www.g2.com/categories/project-and-portfolio-management/grids.json?focus%5B%5D=smartsheet&focus%5B%5D=clickup&focus%5B%5D=monday-com&focus%5B%5D=quickbase&focus%5B%5D=celoxis&focus%5B%5D=servicenow-strategic-portfolio-management&focus%5B%5D=hive-hive-hive&focus%5B%5D=oracle-primavera) **Sponsored** ### Celoxis 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. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=gdm_share&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1431&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=true&secure%5Bproduct_id%5D=5087&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%3Fpage%3D2&secure%5Btoken%5D=f70a5998904ae89fef8aef3c5ecfd7f152b958732a3f4a12a8f7827894eb3e79&secure%5Burl%5D=https%3A%2F%2Fwww.capterra.com%2Fppc%2Fclicks%2Fcollect%2FCA%2Fdirectory%2F4322eca2-73d3-4a1f-8f66-a6d200b3246c%2Fdestination%3FaffiliateDomain%3Dwww.g2.com%26specificLocation%3Dorganic-g2%26categoryId%3D75890d9f-a177-4a2b-8ec4-6daa403c8f8b%26listingPosition%3D1%26sessionStartPage%3DaHR0cHM6Ly93d3cuZzIuY29tL2NhdGVnb3JpZXMvcHJvamVjdC1hbmQtcG9ydGZvbGlvLW1hbmFnZW1lbnQ_cGFnZT0y%26ts%3D1785540085389%26s%3D2919BB48EBE780B48CCEAF342DADD445A60825929A4A737E320D60579F5EE9E6&secure%5Burl_type%5D=custom_url) ### [Projectum xPM](https://www.g2.com/products/projectum-xpm/reviews) Projectum xPM is a portfolio, project, and resource management solution built on the Microsoft Power Platform, designed to support multiple ways of working within modern organizations. It enables businesses to plan, execute, and monitor initiatives across diverse work methodologies, from traditional project management approaches to agile and hybrid frameworks. As part of the Microsoft Cloud ecosystem, xPM integrates seamlessly with Microsoft 365 applications and services, providing secure, scalable, and compliant infrastructure for enterprise use. The platform is suitable for organizations managing complex project portfolios, distributed teams, or resource-intensive operations. It addresses scenarios such as strategic portfolio planning, project delivery tracking, resource capacity management, and performance reporting. With built-in AI capabilities, xPM offers automated insights, predictive analytics, and intelligent recommendations to improve decision-making and optimize resource allocation. Key features and capabilities include: Portfolio Management Flexibility – Support for multiple methodologies, enabling organizations to manage traditional, agile, and hybrid portfolios in one unified platform. Microsoft Cloud Integration – Operates within the Microsoft Power Platform, ensuring compatibility with Microsoft 365, Teams, and Power BI, with enterprise-grade security and compliance. AI-Driven Insights – Embedded artificial intelligence provides forecasts, trend analysis, and actionable recommendations to improve planning accuracy and execution efficiency. Comprehensive Resource Management – Tools for tracking availability, skills, and utilization across teams to align resource capacity with strategic priorities. Configurable Workspaces and Processes – Adaptable project templates, workflows, and dashboards to fit organizational needs without extensive custom development. Projectum xPM provides a centralized environment for aligning strategy with execution, ensuring visibility across initiatives, and enabling data-driven decision-making. Its combination of methodological flexibility, Microsoft ecosystem integration, and AI enablement positions it as a versatile solution for organizations seeking to unify portfolio, project, and resource management under a single, adaptable platform. **Average Rating:** 4.9/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate Projectum xPM? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) - **Optimization:** 8.3/10 (Category avg: 8.4/10) - **Alignment:** 8.7/10 (Category avg: 8.5/10) - **Performance:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Projectum xPM? - **Seller:** [Projectum](https://www.g2.com/sellers/projectum) - **Year Founded:** 2004 - **HQ Location:** Copenhagen, Capital Region of Denmark, Denmark - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e0e731a6c6e270ca1e45937d24dc968c418e4dd37236db60eb7f40214f3f0a86&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojectum-aps%2F&secure%5Burl_type%5D=linkedin_company_website) 81 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 83% Medium, 8% Large #### What Do G2 Reviewers Say About Projectum xPM? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** in Projectum xPM invaluable, appreciating its intuitive UI and seamless onboarding. - Users appreciate the **excellent customer support** of Projectum xPM, particularly valuing effective onboarding assistance. - Users value the **easy integrations** of Projectum xPM, seamlessly connecting with other tools to enhance productivity. - Users love the **intuitive UI** of Projectum xPM, making it easy to adopt and integrate with other tools. - Users value the **navigation ease** of Projectum xPM, allowing effortless access to portfolio overviews and reports. ##### Cons - Users find it challenging to achieve a **comprehensive overview** of resource allocation across multiple projects. #### What Are Recent G2 Reviews of Projectum xPM? **["Flexible and User-Friendly Project Management"](https://www.g2.com/survey_responses/projectum-xpm-review-12743087)** **Rating:** 5.0/5.0 stars _— Alexander R._ [Read full review](https://www.g2.com/survey_responses/projectum-xpm-review-12743087) **["Complete, Easy-to-Use Portfolio Management with Helpful New AI Features"](https://www.g2.com/survey_responses/projectum-xpm-review-12644766)** **Rating:** 5.0/5.0 stars _— Verified User in Computer Games_ [Read full review](https://www.g2.com/survey_responses/projectum-xpm-review-12644766) ### [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) ### [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) ### [SmartSuite](https://www.g2.com/products/smartsuite-smartsuite/reviews) SmartSuite is an AI-powered Work Operating System (Work OS) — one platform for GRC & Resilience, IT Service Delivery, Project & Portfolio Management, and Business Operations. Trusted by over 2,000 businesses worldwide, SmartSuite unites data, teams, and systems in a single governed environment, eliminating tool sprawl, reducing manual handoffs, and giving every stakeholder real-time visibility into the work that matters most. Where traditional GRC and ITSM platforms require lengthy build cycles, custom development, and months of professional services before a single team goes live, SmartSuite is built to launch in weeks, not quarters. Purpose-built Solution Suites — spanning Enterprise Risk Management, Compliance, Internal Audit, Cyber & IT Risk, ITSM, IT Asset Management, Portfolio & Financial Management, and more — are ready to deploy from day one, configured without code, and designed to expand as adoption grows across the organization. Underpinned by 8 interconnected platform frameworks — Data Architecture, Workflow Orchestration, Automation, Artificial Intelligence, Secure Collaboration, Enterprise Reporting, Integrations, and Security & Governance — SmartSuite delivers the structural rigor enterprise organizations demand without the total cost of ownership that traditional point solutions carry. SOC 2, ISO 27001, GDPR, and HIPAA compliant out of the box. **Average Rating:** 4.9/5.0 **Total Reviews:** 44 #### How Do G2 Users Rate SmartSuite? - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.1/10) #### Who Is the Company Behind SmartSuite? - **Seller:** [SmartSuite](https://www.g2.com/sellers/smartsuite) - **Company Website:** www.smartsuite.com - **Year Founded:** 2019 - **HQ Location:** Newport Beach, US - **Twitter:** @hellosmartsuite 494 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=99b21feff3f9698a347f857c63f008375c1b1b82c4abf5ec75748e7d24d6c360&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhellosmartsuite%2F&secure%5Burl_type%5D=linkedin_company_website) 57 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 82% Small, 14% Medium #### What Do G2 Reviewers Say About SmartSuite? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of SmartSuite, enabling quick tool creation and seamless organization of records. - Users appreciate the **flexibility** of SmartSuite, enjoying diverse views and seamless integration with other applications. - Users praise the **exceptional customer support** of SmartSuite, highlighting the responsive and helpful assistance provided. - Users love the **intuitive design** of SmartSuite, providing a user-friendly experience tailored to individual workflows. - Users praise SmartSuite for its **beautiful user interface** , enhancing adoption while offering robust functionality and flexibility. ##### Cons - Users find SmartSuite **expensive** , noting high costs for upgrades and the lack of a mid-tier plan. - Users note the **missing features** in SmartSuite, highlighting limitations in formula functions and automation tools. - Users find the **learning curve steep** , requiring database knowledge and time to navigate and configure SmartSuite effectively. - Users find the **mobile app lacking** and desire improvements in the "My Tasks" view and Grid View layout. - Users find the **limited library of formula functions** frustrating, lacking essential tools for data manipulation and text handling. #### What Are Recent G2 Reviews of SmartSuite? **["Flexible, Powerful, Easy to Use, and a Game Changer for Our Business"](https://www.g2.com/survey_responses/smartsuite-review-12822605)** **Rating:** 5.0/5.0 stars _— Timothy D._ [Read full review](https://www.g2.com/survey_responses/smartsuite-review-12822605) **["Flexible and Centralized Solution for Client Lifecycle Management"](https://www.g2.com/survey_responses/smartsuite-review-13145286)** **Rating:** 5.0/5.0 stars _— Eli G._ [Read full review](https://www.g2.com/survey_responses/smartsuite-review-13145286) ### [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:** 71 #### 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:** 57% Medium, 27% 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? **["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) **["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) #### 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 ### [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? **["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) **["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) #### 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 ### [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 ### [Microsoft Project & Portfolio Management](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) Microsoft Project is a project management software that helps users plan, execute, and monitor projects effectively. It includes powerful features for managing tasks, allocating resources and budgeting, all presented in an easy-to-use interface. With seamless integration into Microsoft 365, it supports real-time collaboration and data sharing. The advanced reporting and analytics tools allow users to track progress and make data-driven decisions. Stay organized, focused, and in charge. With Microsoft Project, easily plan your projects with the power of dynamic scheduling based on effort needed, project duration, and allotted team members. Suitable for projects of any size, Microsoft Project offers flexible deployment options, both cloud-based and on-premises, catering to a wide range of organizational needs. **Average Rating:** 4.0/5.0 **Total Reviews:** 1,578 #### How Do G2 Users Rate Microsoft Project & Portfolio Management? - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.1/10) - **Optimization:** 8.6/10 (Category avg: 8.4/10) - **Alignment:** 8.9/10 (Category avg: 8.5/10) - **Performance:** 8.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Microsoft Project & Portfolio Management? - **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft) - **Year Founded:** 1975 - **HQ Location:** Redmond, Washington - **Twitter:** @microsoft 13,091,739 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website) 231,632 employees on LinkedIn® - **Ownership:** MSFT #### Who Uses This Product? - **Who Uses This:** Project Manager, Program Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Large, 29% Medium #### What Do G2 Reviewers Say About Microsoft Project & Portfolio Management? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **robust features** of Microsoft Project & Portfolio Management for effective project planning and resource management. - Users find the **ease of use** in Microsoft Project & Portfolio Management highly beneficial for project management tasks. - Users praise the **effective resource management** in Microsoft Project & Portfolio Management, streamlining project planning and tracking. - Users value the **effective project tracking** capabilities of Microsoft Project & Portfolio Management, enhancing organization and oversight. - Users appreciate the **easy integration** with Microsoft tools, enhancing collaboration and streamlining project management workflows. ##### Cons - Users face **limited customization** options in Microsoft Project, making it challenging to integrate with multiple tools effectively. - Users find the **high complexity** of Microsoft Project & Portfolio Management challenging for small or simple projects. - Users find the **steep learning curve** of Microsoft Project & Portfolio Management difficult, hindering effective use of its features. - Users find Microsoft Project & Portfolio Management **difficult for small projects** , noting its complexity and limited customization options. - Users highlight **budgeting/accounting issues** such as complexity, cost, and integration limitations that can hinder effectiveness. #### What Are Recent G2 Reviews of Microsoft Project & Portfolio Management? **["Clean UI, Reliable Performance, and Smooth MS 365 Integration"](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12280626)** **Rating:** 4.5/5.0 stars _— Kapil S._ [Read full review](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12280626) **["Project management and Smart Cities with native integration in Microsoft"](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12744748)** **Rating:** 4.0/5.0 stars _— Antonio H._ [Read full review](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12744748) #### What Are G2 Users Discussing About Microsoft Project & Portfolio Management? - [What are the best strategies for using Microsoft Project for complex project planning and resource management?](https://www.g2.com/discussions/what-are-the-best-strategies-for-using-microsoft-project-for-complex-project-planning-and-resource-management) - [What is Microsoft Project & Portfolio Management used for?](https://www.g2.com/discussions/what-is-microsoft-project-portfolio-management-used-for) - [What can I do with Microsoft Project?](https://www.g2.com/discussions/what-can-i-do-with-microsoft-project) - [How much does microsoft project cost?](https://www.g2.com/discussions/how-much-does-microsoft-project-cost) - 1 comment - [Is Microsoft Project included in Office 365?](https://www.g2.com/discussions/is-microsoft-project-included-in-office-365) - 1 comment ### [Moovila](https://www.g2.com/products/moovila/reviews) Moovila Perfect Project is an AI-powered project management and automation platform developed by Moovila to help organizations plan, predict, and deliver projects with precision. Built for Managed Service Providers (MSPs), IT service firms, and other project-driven organizations, Moovila enables teams to manage complex, resource-dependent workflows while eliminating uncertainty in project timelines. Unlike traditional project management tools, the platform uses artificial intelligence to dynamically create and maintain optimized project schedules, ensuring that teams can adapt in real time while staying on track for on-time delivery. Moovila is designed for organizations that manage a high volume of concurrent projects, particularly MSPs, consulting firms, and professional services teams that rely on structured workflows and accurate resource planning. Its ideal users are teams working within PSA environments such as ConnectWise PSA, Autotask PSA, and HaloPSA, where alignment between sales, operations, and project delivery is critical. These organizations often face challenges such as missed deadlines, limited visibility into project health, and inefficient resource allocation, all of which Moovila is built to solve through automation and intelligent forecasting. What differentiates Moovila Perfect Project from other platforms is its focus on predictability and real-time intelligence rather than manual tracking. At the core of the platform is its AI-driven Critical Path Engine, which automatically maps task dependencies and continuously recalculates the most efficient path to project completion as conditions evolve. This is paired with real-time risk detection, which monitors projects for potential delays or bottlenecks and proactively alerts teams with recommended actions to mitigate those risks before they impact delivery timelines. Another key advantage of Moovila is its native bi-directional integration with major PSA systems, including ConnectWise PSA, Autotask PSA, and HaloPSA, allowing for seamless, real-time synchronization of project data without the need for middleware or manual data entry. This integration ensures that all teams are working from the same source of truth. In addition, Moovila’s intelligent resource and capacity forecasting capabilities help organizations optimize team utilization by analyzing workloads and availability, preventing overallocation while improving efficiency across projects. The platform also features Smart Scheduling, which automatically generates and adjusts timelines based on real-time inputs, ensuring that project plans remain accurate without constant manual updates. Moovila supports structured, dependency-driven workflows through a waterfall methodology, with optional Gantt chart visualization for teams that require a visual representation of project timelines. Its Project Hub further enhances efficiency by providing a library of pre-built templates, enabling teams to quickly launch standardized, well-structured projects with confidence and consistency. Moovila Perfect Project is used across a variety of use cases, including client project delivery such as onboarding, migrations, and implementations, as well as internal operations management and cross-functional coordination. It is equally effective for both short-term initiatives and long-term strategic projects, making it a flexible solution for organizations that require both structure and adaptability. By automating scheduling, monitoring risks, and optimizing resources, Moovila helps teams stay aligned, accountable, and in control of even the most complex project environments. By combining automation, real-time intelligence, and seamless integration, Moovila Perfect Project enables organizations to move from simply managing projects to delivering them with consistency and precision. **Average Rating:** 4.8/5.0 **Total Reviews:** 49 #### How Do G2 Users Rate Moovila? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Optimization:** 9.4/10 (Category avg: 8.4/10) - **Alignment:** 8.8/10 (Category avg: 8.5/10) - **Performance:** 9.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind Moovila? - **Seller:** [Moovila](https://www.g2.com/sellers/moovila) - **Company Website:** www.moovila.com - **HQ Location:** Mount Pleasant, South Carolina - **Twitter:** @Moovila\_App 767 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6f3fd23b74e3187ed074a2968aad033a8cf83be177ed0eec833372bdaeca4bea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6596080&secure%5Burl_type%5D=linkedin_company_website) 27 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 53% Small, 40% Medium #### What Do G2 Reviewers Say About Moovila? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **outstanding project management capabilities** of Moovila, enjoying its user-friendly interface and responsive support. - Users find Moovila's **ease of use** remarkable, enhancing project management and simplifying workflow customization seamlessly. - Users value the **automation capabilities** of Moovila, significantly enhancing efficiency and reducing human error in project management. - Users value the **effective project tracking** of Moovila, which enhances resource planning and project management clarity. - Users commend the **outstanding customer support** of Moovila, highlighting their responsiveness and helpfulness throughout the process. ##### Cons - Users find the **limited customization** options in Moovila's interface restrict intuitive use and overall project navigation. - Users experience **integration issues** with Moovila, particularly with platforms like Teams and delayed updates on others. - Users find the **learning curve steep** , making it difficult to navigate and fully utilize Moovila effectively. - Users find Moovila's **limited features** hinder customization, reporting, and usability, making the interface feel clunky and outdated. - Users find Moovila's interface **not intuitive** , with a steep learning curve and overwhelming layout complexity. #### What Are Recent G2 Reviews of Moovila? **["Seamless ConnectWise Integration and Intuitive UI That Saves Us Time"](https://www.g2.com/survey_responses/moovila-review-13188230)** **Rating:** 4.5/5.0 stars _— Chris S._ [Read full review](https://www.g2.com/survey_responses/moovila-review-13188230) **["Moovila Streamlines Project Flow, Capacity Planning, and On-Time Delivery"](https://www.g2.com/survey_responses/moovila-review-12992307)** **Rating:** 5.0/5.0 stars _— Erik K._ [Read full review](https://www.g2.com/survey_responses/moovila-review-12992307) #### What Are G2 Users Discussing About Moovila? - [What is Moovila used for?](https://www.g2.com/discussions/what-is-moovila-used-for) ### [Octave Sequence Enterprise](https://www.g2.com/products/octave-sequence-enterprise/reviews) Octave Sequence Enterprise (formerly EcoSys) is an enterprise project performance solution designed to bring clarity, control, and predictability to complex project environments. It connects project portfolio management, project controls, and project management into a unified platform that helps organizations manage the full lifecycle of their capital programs. Built for complex engineering, construction, and infrastructure projects, Sequence Enterprise provides the structure needed to align strategy with execution. Organizations gain a consistent view of cost, schedule, risk, and performance, allowing teams to act earlier, manage change more effectively, and deliver better outcomes. The platform is highly configurable and easy to use, enabling organizations to adapt workflows, dashboards, and reporting to their delivery models without heavy customization. Sequence Enterprise also integrates with key enterprise systems, including ERP, scheduling, and other critical project data sources, creating a connected ecosystem that replaces fragmented tools and eliminates data silos. With trusted data and enterprise-wide visibility, leaders can better understand performance, allocate resources more effectively, and forecast outcomes with greater confidence. Ultimately, Sequence Enterprise helps organizations move from fragmented project oversight to coordinated performance, empowering teams to deliver projects on time, on budget, and aligned with strategic goals. **Average Rating:** 4.1/5.0 **Total Reviews:** 58 #### How Do G2 Users Rate Octave Sequence Enterprise? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Optimization:** 8.8/10 (Category avg: 8.4/10) - **Alignment:** 8.5/10 (Category avg: 8.5/10) - **Performance:** 8.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Octave Sequence Enterprise? - **Seller:** [Octave](https://www.g2.com/sellers/octave-9e5a428c-f303-4735-9417-dff1ef5736d4) - **Company Website:** www.octave.com - **HQ Location:** Madison, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=430404c61b1403ac110b9bef1eccdb226c2d152f09d020a4c9da5926e5df6ee5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foctaveintelligence%2F&secure%5Burl_type%5D=linkedin_company_website) 3,001 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Construction, Computer Software - **Company Size:** 40% Medium, 39% Small #### What Do G2 Reviewers Say About Octave Sequence Enterprise? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Octave Sequence Enterprise, streamlining project management and enhancing productivity significantly. - Users appreciate the **seamless integration** of EcoSys for efficient project management, enhancing productivity and reducing manual tasks. - Users appreciate the **seamless integration of project data** , enhancing efficiency and eliminating the need for manual spreadsheets. - Users appreciate the **easy integration** of EcoSys, streamlining project management and enhancing overall efficiency and productivity. - Users value the **powerful project tracking** features of Octave Sequence Enterprise, facilitating seamless project management and visibility. ##### Cons - Users find the **steep learning curve** of Octave Sequence Enterprise challenging, requiring significant time and patience to master. - Users find the **steep learning curve** of Octave Sequence Enterprise challenging, requiring significant time and training to master. - Users find the **difficult onboarding** process of EcoSys challenging, especially due to its complex interface and steep learning curve. - Users find Octave Sequence Enterprise to be **complex for new users** , requiring significant time for effective learning and adaptation. - Users find the **difficult learning curve** of Octave Sequence Enterprise challenging, requiring substantial time and patience to master. #### What Are Recent G2 Reviews of Octave Sequence Enterprise? **["Strong Project Financial Management Tool with Room for Improvement"](https://www.g2.com/survey_responses/octave-sequence-enterprise-review-12959087)** **Rating:** 5.0/5.0 stars _— ATUL A._ [Read full review](https://www.g2.com/survey_responses/octave-sequence-enterprise-review-12959087) **["Unified Project Controls in One Powerful Platform"](https://www.g2.com/survey_responses/octave-sequence-enterprise-review-13067060)** **Rating:** 4.0/5.0 stars _— Enrik S._ [Read full review](https://www.g2.com/survey_responses/octave-sequence-enterprise-review-13067060) #### What Are G2 Users Discussing About Octave Sequence Enterprise? - [What is a cost control software?](https://www.g2.com/discussions/ecosys-what-is-a-cost-control-software) - [What is hexagon EcoSys?](https://www.g2.com/discussions/ecosys-what-is-hexagon-ecosys) - [What is EcoSys EPC?](https://www.g2.com/discussions/ecosys-what-is-ecosys-epc) - [What is EcoSys used for?](https://www.g2.com/discussions/ecosys-what-is-ecosys-used-for) ### [Planview PPM Pro](https://www.g2.com/products/planview-ppm-pro/reviews) Planview PPM Pro is a project portfolio management (PPM) software solution that helps PMO teams centralize project portfolios, resources, financials, and reporting in one cloud-based system. It gives PMO leaders, project managers, and resource managers a shared system of record for managing project work end to end, replacing manual, spreadsheet-based tracking and fragmented reporting. Primary users include PMO directors, project managers, resource managers, and CIOs and CFOs who need portfolio-level visibility into project status, resource allocation, and financial performance. PPM Pro supports both traditional waterfall and hybrid project delivery methodologies and applies structured governance to work intake, financial tracking, and portfolio reporting. Main capabilities include: • Portfolio and project management with project templates, health scoring, and automatic status rollups across the full project inventory • Resource management through a centralized Resource Workbench that shows demand versus capacity, supports skills-based matching, and covers both employees and contractors • Financial management with budget, forecast, and actuals tracking at the task, project, and portfolio level, including capitalization (capex/opex) tracking • Structured work intake and request management, with configurable forms, approval workflows, and scoring models that route requests before work begins • Reporting and dashboards with configurable health indicators, calculated fields for custom metrics, and Predictive Portfolio Analysis and What-If Analysis tools for scenario planning PPM Pro connects with Planview AgilePlace and Planview ProjectPlace for organizations running hybrid delivery teams, and integrates with external tools including Jira, Azure DevOps, Cherwell, and Tasktop. Planview Anvi, Planview's AI capability, is being integrated into PPM Pro, including an Anvi Insights Widget for automated portfolio health analysis and an Anvi Chat interface currently available through early access. **Average Rating:** 3.9/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate Planview PPM Pro? - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.1/10) - **Optimization:** 9.2/10 (Category avg: 8.4/10) - **Alignment:** 9.3/10 (Category avg: 8.5/10) - **Performance:** 9.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Planview PPM Pro? - **Seller:** [Planview](https://www.g2.com/sellers/planview) - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview 3,049 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website) 1,868 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 59% Large, 41% Medium #### What Are Recent G2 Reviews of Planview PPM Pro? **["Fast Weekly Timesheets with Helpful Line-Item Autofill, with Easy Improvements Possible"](https://www.g2.com/survey_responses/planview-ppm-pro-review-12960239)** **Rating:** 5.0/5.0 stars _— Arka R._ [Read full review](https://www.g2.com/survey_responses/planview-ppm-pro-review-12960239) **["PPM Pro Review for IT Project Management"](https://www.g2.com/survey_responses/planview-ppm-pro-review-7099764)** **Rating:** 5.0/5.0 stars _— Cindy C._ [Read full review](https://www.g2.com/survey_responses/planview-ppm-pro-review-7099764) #### What Are G2 Users Discussing About Planview PPM Pro? - [What is Planview PPM Pro used for?](https://www.g2.com/discussions/what-is-planview-ppm-pro-used-for) - [Is Planview cloud based?](https://www.g2.com/discussions/is-planview-cloud-based) - [How much does Planview cost?](https://www.g2.com/discussions/how-much-does-planview-cost) - [What is a PPM role?](https://www.g2.com/discussions/what-is-a-ppm-role) - [What is Planview PPM pro?](https://www.g2.com/discussions/what-is-planview-ppm-pro) ### [Clarity](https://www.g2.com/products/broadcom-clarity/reviews) Speed up your digital transformation with Clarity, the leading investment planning solution for the enterprise. Instead of traditional project management, we help you unite the enterprise with strategic portfolio management (SPM), collaborative work management (CWM) and digital product management (DPM). **Average Rating:** 3.7/5.0 **Total Reviews:** 85 #### How Do G2 Users Rate Clarity? - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10) - **Optimization:** 9.2/10 (Category avg: 8.4/10) - **Alignment:** 9.2/10 (Category avg: 8.5/10) - **Performance:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Clarity? - **Seller:** [Broadcom](https://www.g2.com/sellers/broadcom-ab3091cd-4724-46a8-ac89-219d6bc8e166) - **Year Founded:** 1991 - **HQ Location:** San Jose, CA - **Twitter:** @broadcom 63,909 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=093adce8015fea9ef126312884b465dc8e3c20e17dcb12fbb77a7bd82577e7a5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbroadcom%2F&secure%5Burl_type%5D=linkedin_company_website) 55,094 employees on LinkedIn® - **Ownership:** NASDAQ: CA #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Hospital & Health Care - **Company Size:** 75% Large, 26% Medium #### What Do G2 Reviewers Say About Clarity? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **customizability** of Clarity, enabling tailored time management to fit team needs seamlessly. - Users find Clarity's **ease of use** invaluable, thanks to its intuitive interface and customizable features. - Users find Clarity to be highly **customizable and easy to use** , enhancing their overall experience effortlessly. - Users appreciate the **easy integration** of Clarity with existing tools, enhancing their time management and workflow efficiency. - Users appreciate the **efficiency** of Clarity, as it simplifies time tracking and management for all organization sizes. ##### Cons - Users find Clarity PPM software to be **expensive** , impacting its accessibility for some organizations. - Users find the **learning curve for advanced features** somewhat steep, necessitating extra training for optimal usage. - Users face **limited offline functionality** , making it difficult to log hours in areas with poor connectivity. - Users face **limited offline functionality** with Clarity, making it difficult to log hours in low connectivity areas. - Users experience **syncing issues** with the mobile app, detracting from the otherwise great performance of the desktop version. #### What Are Recent G2 Reviews of Clarity? **["Clarity PPM"](https://www.g2.com/survey_responses/clarity-review-10770565)** **Rating:** 4.5/5.0 stars _— S K._ [Read full review](https://www.g2.com/survey_responses/clarity-review-10770565) **["Comprehensive Review of Clarity Time Sheet Management"](https://www.g2.com/survey_responses/clarity-review-10383144)** **Rating:** 4.0/5.0 stars _— ABHISHEK K._ [Read full review](https://www.g2.com/survey_responses/clarity-review-10383144) #### What Are G2 Users Discussing About Clarity? - [What is HP PPM tool?](https://www.g2.com/discussions/what-is-hp-ppm-tool) - [What is a PPM tool?](https://www.g2.com/discussions/what-is-a-ppm-tool) - [What is CA PPM tool?](https://www.g2.com/discussions/what-is-ca-ppm-tool) - [What is Clarity software used for?](https://www.g2.com/discussions/what-is-clarity-software-used-for) - 1 comment ### [Planview Portfolios](https://www.g2.com/products/planview-portfolios/reviews) Planview Portfolios is an enterprise strategic portfolio management software solution that helps PMO leaders, portfolio managers, and project teams connect organizational strategy to day-to-day work delivery across programs, resources, and investment decisions from a single platform. Formerly known as Planview Enterprise One, it sits within the strategic portfolio management and project portfolio management software categories and is built for large organizations managing complex, cross-functional initiative portfolios across multiple business units and delivery methodologies simultaneously. For practitioners, the platform provides a structured environment where incoming demand can be evaluated against available capacity, work can be planned and tracked across waterfall, agile, and hybrid approaches, and financial performance can be monitored at both the project and portfolio level. Role-based dashboards surface relevant data to each user type — from team members logging time to portfolio leaders reviewing investment performance — without requiring manual report assembly. Key features practitioners interact with regularly include: • Demand and investment management tools that allow teams to collect project and program requests, score them against business objectives, and model prioritization decisions before resources are committed • Scenario planning and what-if analysis capabilities that let portfolio managers compare alternative staffing, timing, and funding configurations to assess trade-offs and adapt plans when strategic priorities shift • Hybrid work delivery support that accommodates waterfall project schedules, agile team planning, and lean portfolio management approaches within the same governance framework — reducing the need for separate tools across delivery teams • Integrated financial tracking including budgeting, forecasting, cost actuals, and agile costing that connect planned spend to actual delivery activity across the full portfolio • Embedded AI capabilities including natural language querying, automated workflow triggers, and sentiment analysis on project status updates that surface emerging risks and reduce manual oversight effort Planview Portfolios connects to enterprise systems including SAP, Salesforce, Workday, ServiceNow, and Microsoft tools, and includes more than 200 out-of-the-box reports and visualizations. **Average Rating:** 3.8/5.0 **Total Reviews:** 90 #### How Do G2 Users Rate Planview Portfolios? - **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 9.1/10) - **Optimization:** 9.3/10 (Category avg: 8.4/10) - **Alignment:** 9.7/10 (Category avg: 8.5/10) - **Performance:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Planview Portfolios? - **Seller:** [Planview](https://www.g2.com/sellers/planview) - **Company Website:** www.planview.com - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview 3,049 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website) 1,868 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Insurance - **Company Size:** 78% Large, 23% Medium #### What Do G2 Reviewers Say About Planview Portfolios? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ability to manage projects and customize workflows** , enhancing their project management efficiency significantly. - Users find the **project tracking features** invaluable for managing portfolios and customizing workflows easily. - Users value the **automation capabilities** of Planview Portfolios, enhancing project management and reporting efficiency. - Users value the **customization capabilities** in Planview Portfolios, enhancing their project management and reporting flexibility. - Users value the **customizability** of Planview Portfolios, enhancing workflow management and reporting flexibility. ##### Cons - Users find the **lengthy support process** frustrating, as it takes time to resolve issues through the ticket system. - Users feel that the **missing features** in Planview Portfolios hinder flexibility and dynamic input based on user data. - Users find the **poor design** of Planview Portfolios frustrating, particularly regarding the lack of dynamic input fields. - Users highlight the need for a **better layout design** in Planview Portfolios to enhance user interaction and experience. - Users feel the **UI is poorly designed** , especially needing dynamic features for better data entry and experience. #### What Are Recent G2 Reviews of Planview Portfolios? **["Versatile but Needs Better User Roles Management"](https://www.g2.com/survey_responses/planview-portfolios-review-12748110)** **Rating:** 4.0/5.0 stars _— Lynette P._ [Read full review](https://www.g2.com/survey_responses/planview-portfolios-review-12748110) **["Planview Portfolios Transformed Our Data-Driven Enterprise Portfolio Strategy"](https://www.g2.com/survey_responses/planview-portfolios-review-12755131)** **Rating:** 5.0/5.0 stars _— Richard M._ [Read full review](https://www.g2.com/survey_responses/planview-portfolios-review-12755131) #### What Are G2 Users Discussing About Planview Portfolios? - [How much does Planview Enterprise Cost?](https://www.g2.com/discussions/how-much-does-planview-enterprise-cost) - [What is Planview CTM?](https://www.g2.com/discussions/what-is-planview-ctm) - [What is the purpose of Planview?](https://www.g2.com/discussions/what-is-the-purpose-of-planview) - [What is Planview Enterprise One?](https://www.g2.com/discussions/what-is-planview-enterprise-one) - 1 comment ### [cplace](https://www.g2.com/products/cplace/reviews) cplace is a modern software platform for project and portfolio management (PPM). It revolutionizes and transforms the way people and organizations collaborate, enabling companies to efficiently manage complex projects. cplace combines the reliability of standard software with the flexibility of customized solutions. The adaptive platform with built-in AI provides a unified data foundation, promotes cross-site and cross-functional collaboration, and can be adapted in real time. International industry leaders, including those in the automotive, aerospace, pharmaceutical and life sciences, and mechanical engineering industries, rely on cplace to develop innovative and complex products, utilize resources efficiently, improve decision-making processes, and successfully complete projects. Behind the cplace brand is collaboration Factory GmbH, founded in 2014 and headquartered in Munich, Germany. **Average Rating:** 4.7/5.0 **Total Reviews:** 18 #### How Do G2 Users Rate cplace? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10) - **Optimization:** 6.7/10 (Category avg: 8.4/10) - **Alignment:** 9.2/10 (Category avg: 8.5/10) - **Performance:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind cplace? - **Seller:** [cplace](https://www.g2.com/sellers/cplace) - **Year Founded:** 2014 - **HQ Location:** Munich, Bavaria - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=890d9815bd3ffa0dea4bfe7342e3c3f2089ec9a8eaf1fc14a3a712ee1a1d7f0c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10307505%2F&secure%5Burl_type%5D=linkedin_company_website) 163 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Automotive - **Company Size:** 45% Large, 25% Medium #### What Do G2 Reviewers Say About cplace? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **flexibility and configurability** of cplace, enabling tailored solutions for diverse team needs and processes. - Users appreciate the **flexibility** of cplace, enabling customization to fit unique team processes and enhance collaboration. - Users value the **flexible collaboration features** of cplace, enhancing teamwork and transparency across departments. ##### Cons - Users find the **initial language barrier** of cplace intimidating, complicating the onboarding process for international teams. - Users find the **initial setup in German** problematic, complicating the experience for international teams. #### What Are Recent G2 Reviews of cplace? **["Flexible, Configurable, and Perfect for Complex Collaboration"](https://www.g2.com/survey_responses/cplace-review-11889051)** **Rating:** 4.5/5.0 stars _— Verified User in Automotive_ [Read full review](https://www.g2.com/survey_responses/cplace-review-11889051) **["Excellent software with the highest flexibility & customer-specific configuration options"](https://www.g2.com/survey_responses/cplace-review-4505782)** **Rating:** 5.0/5.0 stars _— Julian V._ [Read full review](https://www.g2.com/survey_responses/cplace-review-4505782) #### What Are G2 Users Discussing About cplace? - [What is cplace used for?](https://www.g2.com/discussions/what-is-cplace-used-for) - [What is cplace Enterprise Scheduling used for?](https://www.g2.com/discussions/what-is-cplace-enterprise-scheduling-used-for) ### [Deltek Project Portfolio Management](https://www.g2.com/products/deltek-project-portfolio-management/reviews) Deltek's industry-leading Project Portfolio Management (PPM) solutions provide effective cost management, scalable scheduling and reliable risk evaluation, which in turn enable you to achieve consistent project success. Our earned value management software gives you unparalleled flexibility in deployment and configuration and sets the standard for analyzing, sharing and reporting data. Join the thousands of customers worldwide who trust Deltek to help them drive peak performance and profitability. •Deltek Open Plan – An enterprise planning and scheduling tool that optimizes program management. •Deltek Acumen – Scheduling software that identifies acceleration options and assesses risk at every step of the project cycle. •Deltek Acumen Touchstone - Automate the schedule submission process while adhering to the company’s metrics, best practices, and quality standards. •Deltek Cobra – Earned value and cost management software that allows firms to control and report on project costs. •Deltek wInsight Analytics – The defacto standard and platform for analyzing, sharing, consolidating, and reporting earned value management data •Deltek PM Compass – Instantly retrieve detailed program information from one central command center to ensure projects stay appropriately resourced and on task **Average Rating:** 4.2/5.0 **Total Reviews:** 23 #### How Do G2 Users Rate Deltek Project Portfolio Management? - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.1/10) - **Optimization:** 8.3/10 (Category avg: 8.4/10) - **Alignment:** 10.0/10 (Category avg: 8.5/10) - **Performance:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Deltek Project Portfolio Management? - **Seller:** [Deltek](https://www.g2.com/sellers/deltek) - **Year Founded:** 1983 - **HQ Location:** Herndon, VA - **Twitter:** @Deltek 6,574 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=958c4daad13b3f388e84895516e4bbb91fcac55b1ad5c1e3a86b8af357adbfba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163414%2F&secure%5Burl_type%5D=linkedin_company_website) 4,828 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Defense & Space - **Company Size:** 42% Large, 42% Medium #### What Do G2 Reviewers Say About Deltek Project Portfolio Management? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **seamless integrations** of Deltek Project Portfolio Management, enhancing enterprise risk management effectively. - Users value the **ease of cost analysis** and find it beneficial for effective Earned Value Management (EVM). - Users find the **ease of cost analysis** in Deltek Project Portfolio Management to be highly beneficial for EVM. - Users value the **easy integration** of Deltek Project Portfolio Management with enterprise risk management for effective risk management. - Users find the **seamless integration with enterprise risk management** in Deltek Project Portfolio Management particularly promising and valuable. ##### Cons - Users feel that the **beginner difficulty** of Deltek Project Portfolio Management necessitates better tutorials for effective navigation. - Users note that the **difficult onboarding** process of Deltek Project Portfolio Management hinders effective navigation and understanding. - Users find the **layout issues** frustrating, noting the software feels dated and lacks modern functionality compared to competitors. - Users feel the **learning curve is steep** and would appreciate more tutorials to navigate Deltek Project Portfolio Management effectively. - Users find the **limited customization** options frustrating, as the software feels outdated compared to competitors. #### What Are Recent G2 Reviews of Deltek Project Portfolio Management? **["Deltec saves a lot of time in organizing my narratives each month"](https://www.g2.com/survey_responses/deltek-project-portfolio-management-review-11284250)** **Rating:** 5.0/5.0 stars _— Verified User in Architecture & Planning_ [Read full review](https://www.g2.com/survey_responses/deltek-project-portfolio-management-review-11284250) **["Promising Tool with Risk Management Integration"](https://www.g2.com/survey_responses/deltek-project-portfolio-management-review-11944054)** **Rating:** 4.5/5.0 stars _— Conor L._ [Read full review](https://www.g2.com/survey_responses/deltek-project-portfolio-management-review-11944054) - [‹ Prev‹ Prev](/categories/project-and-portfolio-management?order=g2_score#product-list) - [1](/categories/project-and-portfolio-management?order=g2_score#product-list) - 2 - [3](/categories/project-and-portfolio-management?order=g2_score&page=3#product-list) - [4](/categories/project-and-portfolio-management?order=g2_score&page=4#product-list) - [5](/categories/project-and-portfolio-management?order=g2_score&page=5#product-list) - [6](/categories/project-and-portfolio-management?order=g2_score&page=6#product-list) - … - [10](/categories/project-and-portfolio-management?order=g2_score&page=10#product-list) - [11](/categories/project-and-portfolio-management?order=g2_score&page=11#product-list) - [Next ›Next ›](/categories/project-and-portfolio-management?order=g2_score&page=3#product-list) Spotlight Categories [Managed File Transfer (MFT) Software](https://www.g2.com/categories/managed-file-transfer-mft) [Social Media Listening Tools](https://www.g2.com/categories/social-media-listening-tools) [Password Managers Software](https://www.g2.com/categories/password-managers) [Workforce Management Software](https://www.g2.com/categories/workforce-management) [Audit Management Software Solutions](https://www.g2.com/categories/audit-management) 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 October 3, 2024 Project and portfolio management (PPM) software manages project portfolios and the projects associated with each portfolio. PPM software is used to organize resources and activities across multiple project portfolios as well as maintain interdependencies between portfolios. Companies use PPM solutions to optimize their project portfolios and maximize revenues and return on investment. PPM software is implemented by professional services and project management teams and is mostly used by project controllers and project managers. This type of software can also be used by any other internal or external users involved in delivering projects that are part of the portfolio of the company. PPM is delivered as a standalone software solution, but does not always include extensive project management features. Some vendors provide separate solutions for portfolio management and project management, which can also be implemented as a suite. PPM products integrate with [accounting software](https://www.g2.com/categories/accounting) and [ERP systems](https://www.g2.com/categories/erp-systems), which allow companies to track costs by portfolio. To qualify for inclusion in the Project and Portfolio Management category, a product must: - Define different types of portfolios and the associated projects - Manage dependencies between portfolios and projects - Allocate resources across multiple portfolios and projects - Identify the optimal portfolio mix to achieve business goals - Monitor the business performance of all portfolio types - Address and mitigate project risks related to portfolios 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.