# Best Project and Portfolio Management Software - Page 3

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

**Total Products under this Category:** 155

### Category Stats (Aug 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: August 01, 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**

### Smartsheet

Smartsheet is an Intelligent Work Management Platform that revolutionizes how you manage projects, portfolios, and processes. The Smartsheet AI-powered platform delivers adaptability, sophisticated experiences, and enterprise-grade rigor to support work across industries — from service delivery to construction, clinical trials, and marketing campaigns. Designed to meet demanding requirements, it helps organizations drive efficiency, accelerate innovation, and stay competitive. Over 85% of Fortune 500 companies trust Smartsheet to align their resources to improve efficiency, agility, and collaboration in today’s ever-changing world of work.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1431&secure%5Bchosen_at%5D=2026-08-01T23%3A22%3A48Z&secure%5Bdisplayable_resource_id%5D=1431&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1431&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=530&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%3D3&secure%5Btoken%5D=67f07b0af20fe715a514dff5c9223b9292b0d53bf8083744054b261c658ff23f&secure%5Burl%5D=https%3A%2F%2Fwww.smartsheet.com%2Fs%2Fproject-portfolio-software%3Futm_source%3DG2%26utm_medium%3Daffiliate%26utm_campaign%3Daff-ppm-us-ca-g2&secure%5Burl_type%5D=custom_url)

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 12

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

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

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

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

#### Who Uses This Product?

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

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

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

**Rating:** 5.0/5.0 stars

_— Claudio S._

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

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

**Rating:** 5.0/5.0 stars

_— Zoe B._

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

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

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

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

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

**Average Rating:** 4.1/5.0

**Total Reviews:** 521

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Isis M._

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

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

**Rating:** 4.0/5.0 stars

_— Daniela T._

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

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

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

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

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

**Average Rating:** 4.2/5.0

**Total Reviews:** 30

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

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

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

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

#### Who Uses This Product?

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

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

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

**Rating:** 4.0/5.0 stars

_— Amar J._

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

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

**Rating:** 5.0/5.0 stars

_— Rajiv M._

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

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

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

### [SmartCore](https://www.g2.com/products/smartcore/reviews)

SmartCore is a comprehensive, web-based Project Portfolio Management (PPM) solution designed to streamline the entire project lifecycle—from initial idea capture to benefits realization. It offers a consolidated view of programs and projects, enabling users to drill down into any data item for enhanced understanding. With tools for creating, updating, and tracking plans, milestones, and resources, SmartCore ensures projects are delivered on time and within budget. Its intuitive dashboards and intelligent workflows facilitate agile, waterfall, and hybrid project methodologies, promoting efficient collaboration and decision-making. Key Features and Functionality: - Program and Project Management: Manage the entire project lifecycle with analytics, workflows, and toolsets to deliver projects on time and within budget. - Portfolio Management: Analyze, select, prioritize, and manage programs and projects in alignment with strategic objectives and delivery capacity. - Resource Management: Gain control over resources and their utilization using intuitive dashboards and intelligent skills matching capabilities. - Agile Delivery: Support agile, waterfall, and hybrid project methodologies with configured views and workflows for cross-functional teams. - Process Management: Streamline processes with intelligent workflows that connect teams and systems, aligning communications and boosting productivity. - Risk Management: Identify, evaluate, prioritize, and escalate risks and issues across the portfolio to improve visibility and resolution. Primary Value and User Solutions: SmartCore addresses the complexities of managing multiple projects and resources by providing a unified platform that enhances visibility, collaboration, and efficiency. It enables organizations to make informed decisions with real-time data, optimize resource allocation, and align projects with strategic goals. By integrating various project management aspects into a single solution, SmartCore reduces administrative overhead, minimizes risks, and ensures projects are delivered successfully, thereby maximizing return on investment.

**Average Rating:** 4.3/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate SmartCore?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10)

#### Who Is the Company Behind SmartCore?

- **Seller:** [Ninthwave](https://www.g2.com/sellers/ninthwave)
- **Year Founded:** 1995
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6134acdba6967f19883183869471ffb89f99aa32436652ea7173f46fb56c24c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fninth-wave&secure%5Burl_type%5D=linkedin_company_website)  
24 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 47% Medium, 32% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of SmartCore, allowing for smooth organization and integration with other devices.
- Users find the **easy implementation** of SmartCore enhances usability across multiple applications, simplifying their tasks effectively.
- Users find SmartCore's interface **intuitive** , making it accessible for both technical and non-technical users.
- Users love the **real-time collaboration** of SmartCore, enhancing efficiency and making data interpretation seamless.
- Users praise the **seamless integration** of SmartCore, enhancing functionality and ensuring compatibility with various smart devices.

##### Cons

- Users experience **integration difficulties** with SmartCore, noting connectivity issues and inconsistent voice assistant performance.
- Users face challenges with **internet dependence** , as SmartCore ceases to function without a stable connection.
- Users feel that **pricing should be better** for greater adoption and overall satisfaction with SmartCore.
- Users experience **syncing issues** that lead to connection drops and inconsistent voice assistant functionality.

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

**["User experience (UX/UI)"](https://www.g2.com/survey_responses/smartcore-review-11187564)**

**Rating:** 5.0/5.0 stars

_— Samad K._

[Read full review](https://www.g2.com/survey_responses/smartcore-review-11187564)

**["Simplifying Everyday Task"](https://www.g2.com/survey_responses/smartcore-review-9684012)**

**Rating:** 5.0/5.0 stars

_— Uddeshya S._

[Read full review](https://www.g2.com/survey_responses/smartcore-review-9684012)

### [BigPicture](https://www.g2.com/products/appfire-bigpicture/reviews)

What is BigPicture? BigPicture is a Project Portfolio Management (PPM) app where teams can plan, track, and report on work across the business. It serves as the organization's single source of truth. BigPicture is compatible with Classic, Agile, and Hybrid approaches, making it suitable for any stage of digital transformation. The app is available in Atlassian and monday.com ecosystems. Purpose Manage products, projects, programs, products, and portfolios in one place, from planning to execution. Streamline your teams' work, save time, and gather invaluable insights, regardless of scale. Key Features - Gantt charts with timeline and WBS: Visualize the timeline and scope of initiatives for unprecedented clarity of information. - Resource management: Oversee teams’ workload and capacity across projects, programs, and portfolios to allocate resources efficiently. - Roadmapping: Craft detailed project and product roadmaps to track the progress and keep relevant stakeholders informed. - Cross-project dependencies: Visualize and map dependencies across initiatives to strengthen the alignment between cross-functional work. - Reporting: Track progress easily with customizable views and real-time updates. Benefits to Users BigPicture centralizes all your management efforts at any granularity level. You can structure and visualize all your initiatives with aggregated data to see the whole picture in one place. Thanks to seamless two-way integration with Jira and monday.com, your teams can work in their management tools of choice, and the management data is always up-to-date. As enterprise-grade software, BigPicture handles even the most complex portfolios without sacrificing performance and usability.

**Average Rating:** 4.3/5.0

**Total Reviews:** 25

#### How Do G2 Users Rate BigPicture?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10)
- **Optimization:** 7.3/10 (Category avg: 8.4/10)
- **Alignment:** 7.9/10 (Category avg: 8.5/10)
- **Performance:** 7.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind BigPicture?

- **Seller:** [Appfire](https://www.g2.com/sellers/appfire)
- **Company Website:** appfire.com
- **Year Founded:** 2005
- **HQ Location:** Boston, Massachusetts
- **Twitter:** @Appfire  
1,632 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65a72b18e4c14f4f4f23f82940c495f1333acb46ed499b30c4905ffc00a7ee9d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F389303&secure%5Burl_type%5D=linkedin_company_website)  
745 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 54% Medium, 27% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of BigPicture, noting its intuitive interface and seamless project management capabilities.
- Users praise BigPicture for its **effective organization of Jira projects** , facilitating real-time updates and critical project management.
- Users appreciate the **real-time updates** in BigPicture, ensuring efficient organization and tracking of Jira projects.
- Users value the **flexibility in project tracking** that BigPicture offers through support for Agile and waterfall methodologies.
- Users find BigPicture's **intuitive drag-and-drop interface** enhances their project planning and tracking experience seamlessly.

##### Cons

- Users find the **learning curve steep** with BigPicture, especially when dealing with large datasets and setup complexities.
- Users find the **difficult setup** and configuration time-consuming, especially with larger datasets and expanding teams.
- Users find the pricing **expensive** , as each user requires a separate license, increasing overall costs significantly.
- Users experience **slow loading times** with BigPicture, particularly when working with large datasets, affecting usability.
- Users often experience **slow performance** , especially with large datasets, leading to a frustrating experience during initial setup.

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

**["Smooth Setup, Valuable Features with Minor Gaps"](https://www.g2.com/survey_responses/bigpicture-review-13131344)**

**Rating:** 4.5/5.0 stars

_— Norbert M._

[Read full review](https://www.g2.com/survey_responses/bigpicture-review-13131344)

**["Powerful Customization, Steep Learning Curve"](https://www.g2.com/survey_responses/bigpicture-review-13122567)**

**Rating:** 5.0/5.0 stars

_— Noble E._

[Read full review](https://www.g2.com/survey_responses/bigpicture-review-13122567)

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

- [What is BigPicture used for?](https://www.g2.com/discussions/what-is-bigpicture-used-for)

### [Sitetracker](https://www.g2.com/products/sitetracker/reviews)

Sitetracker empowers owners, operators, contractors, and other stakeholders to streamline and optimize the end-to-end asset lifecycle of critical infrastructure. As the leading global complete Asset Lifecycle Management platform, Sitetracker helps innovative companies like Vodafone, Ericsson, ENGIE, Telefonica, Cypress Creek Renewables, Cox, Iberdrola, EVgo, Vantage Towers, Southern Company, Zayo, Tilson, Nextera, EDOTCO, E.On, Axione, and TEP efficiently plan, build, operate, and maintain millions of projects, sites, and assets. Scout, Sitetracker's agentic AI platform, enables organizations across digital infrastructure and clean energy to move from operational insight to autonomous execution, without replacing the systems their teams already depend on. Sitetracker delivers operational excellence and creates full transparency across industries such as digital infrastructure, renewables, EV charging, utilities, and real estate by driving safe, efficient teams, ensuring healthy projects, and enabling organizations to manage scale, growth, and complexity. Trusted by hundreds of industry leaders, Sitetracker advances a more connected and sustainable future across the world. Manage What’s Critical, with Sitetracker.

**Average Rating:** 4.3/5.0

**Total Reviews:** 27

#### How Do G2 Users Rate Sitetracker?

- **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Sitetracker?

- **Seller:** [Sitetracker](https://www.g2.com/sellers/sitetracker)
- **Year Founded:** 2013
- **HQ Location:** Montclair, NJ
- **Twitter:** @SitetrackerInc  
1,171 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d4c2eb7458b70ff65a6aade505dd17ffdc8e1b8e738deb83347ced96df752b33&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsitetracker%2F&secure%5Burl_type%5D=linkedin_company_website)  
412 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Telecommunications
- **Company Size:** 53% Medium, 27% Small

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

**["Sitetracker Brings Real-Time Visibility Across Projects, Finance, and Field Ops"](https://www.g2.com/survey_responses/sitetracker-review-12672939)**

**Rating:** 4.0/5.0 stars

_— Sheridan G._

[Read full review](https://www.g2.com/survey_responses/sitetracker-review-12672939)

**["From Salesforce to SiteTracker: a step forward for complex operations"](https://www.g2.com/survey_responses/sitetracker-review-12677765)**

**Rating:** 4.0/5.0 stars

_— Giuseppe P._

[Read full review](https://www.g2.com/survey_responses/sitetracker-review-12677765)

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

- [When was Sitetracker founded?](https://www.g2.com/discussions/when-was-sitetracker-founded) - 1 comment
- [Is Sitetracker built on Salesforce?](https://www.g2.com/discussions/is-sitetracker-built-on-salesforce)
- [What is Sitetracker used for?](https://www.g2.com/discussions/what-is-sitetracker-used-for)

### [Birdview](https://www.g2.com/products/birdview/reviews)

Birdview is a comprehensive, full-cycle platform designed to assist organizations in planning, managing, and forecasting resources, finances, and projects in a unified environment. This solution provides total project visibility, enabling teams and clients to oversee their projects effectively, thereby fostering growth and promoting streamlined processes. Targeted at a diverse range of businesses, Birdview is particularly beneficial for organizations that handle multiple projects simultaneously. It offers customizable views and centralized data management, which allows users to maintain balanced workloads and adapt to evolving business needs. The platform's capabilities extend to precise financial management and budgeting, ensuring that organizations can keep their projects on track financially while optimizing resource allocation. Birdview features two distinct products tailored to meet varied client requirements. Birdview Project Management simplifies the lives of project managers by streamlining the entire project lifecycle, from intake and planning to execution and project accounting. This product is designed to enhance efficiency and control, allowing project managers to focus on delivering results rather than getting bogged down by administrative tasks. On the other hand, Birdview Professional Services is specifically crafted for service-oriented organizations, facilitating client project management and collaboration. This ensures smooth service delivery while also providing robust financial tracking capabilities. Each product is equipped with advanced features that provide control over every stage of the project. Business Intelligence (BI)-powered dashboards and reports enable data-driven decision-making, which is crucial for enhancing productivity, profitability, and overall efficiency. These tools allow organizations to visualize their project data in real-time, making it easier to identify trends, assess performance, and make informed adjustments as necessary. Furthermore, Birdview integrates seamlessly with over 5,000 applications, enhancing its utility in various organizational contexts. This extensive integration capability ensures that users can manage their projects more effectively, leveraging existing tools and systems to create a cohesive workflow. By providing a centralized platform that encompasses project management, financial oversight, and resource allocation, Birdview stands out as a versatile solution for organizations aiming to optimize their project management processes.

**Average Rating:** 4.2/5.0

**Total Reviews:** 391

#### How Do G2 Users Rate Birdview?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)
- **Optimization:** 8.9/10 (Category avg: 8.4/10)
- **Alignment:** 8.7/10 (Category avg: 8.5/10)
- **Performance:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Birdview?

- **Seller:** [Birdview PSA](https://www.g2.com/sellers/birdview-psa)
- **Company Website:** birdviewpsa.com
- **Year Founded:** 2003
- **HQ Location:** Toronto
- **Twitter:** @birdviewpsa  
1,202 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=55b399d11d3232e945c4a420a5222a99083e05460c89388f79678aa2c4eadf81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbirdviewpsa%2F&secure%5Burl_type%5D=linkedin_company_website)  
34 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 43% Medium, 34% Small

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

**["Birdview product review"](https://www.g2.com/survey_responses/birdview-review-11666311)**

**Rating:** 4.5/5.0 stars

_— Roshan R._

[Read full review](https://www.g2.com/survey_responses/birdview-review-11666311)

**["Consultant - review after 6 months of work"](https://www.g2.com/survey_responses/birdview-review-9723891)**

**Rating:** 4.5/5.0 stars

_— Ravi Shankar P._

[Read full review](https://www.g2.com/survey_responses/birdview-review-9723891)

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

- [What is PSA in technology?](https://www.g2.com/discussions/what-is-psa-in-technology) - 1 comment
- [What are simple projects?](https://www.g2.com/discussions/what-are-simple-projects) - 2 comments
- [What is PSA in ERP?](https://www.g2.com/discussions/what-is-psa-in-erp) - 1 comment
- [What are some unique features of project management software?](https://www.g2.com/discussions/easy-projects-what-are-some-unique-features-of-project-management-software) - 1 comment
- [What is a PSA platform?](https://www.g2.com/discussions/what-is-a-psa-platform) - 1 comment

### [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews)

From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform.

**Average Rating:** 4.5/5.0

**Total Reviews:** 172

#### How Do G2 Users Rate Cloud Coach?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Optimization:** 8.3/10 (Category avg: 8.4/10)
- **Alignment:** 8.1/10 (Category avg: 8.5/10)
- **Performance:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Cloud Coach?

- **Seller:** [Cloud Coach](https://www.g2.com/sellers/cloud-coach-43497685-2c64-4700-a4ec-dacdf7bf3c94)
- **Company Website:** www.cloudcoach.com
- **Year Founded:** 2005
- **HQ Location:** Fort Collins, Colorado
- **Twitter:** @cloudcoach  
116 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ebab66de9f316860a0ee5073d272586a88200488ebf6e75263731b99bea0d9a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2739348%2F&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 54% Medium, 31% Small

#### What Do G2 Reviewers Say About Cloud Coach?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Cloud Coach, appreciating its intuitive interface and quick setup process.
- Users value the **seamless integration with Salesforce** in Cloud Coach, enhancing project management efficiency and visibility.
- Users value the **seamless integrations** with Salesforce, enhancing project management and data visibility across the organization.
- Users value the **easy integration** of Cloud Coach with Salesforce, enhancing customization and functionality for company-specific needs.
- Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency.

##### Cons

- Users find the **learning curve steep** , which can be intimidating for newcomers to Cloud Coach.
- Users find Cloud Coach to have **cumbersome complexity** that hinders usability and requires extensive customization efforts.
- Users note **missing features** in Cloud Coach, highlighting the need for more comprehensive functionalities and improvements.
- Users find **limited customization** options in Cloud Coach compared to other project management tools, leading to frustration.
- Users find Cloud Coach's interface **cumbersome and overly complex** , especially when managing dependencies in projects.

#### What Are Recent G2 Reviews of Cloud Coach?

**["Seamless Salesforce Integration and Powerful Project Management"](https://www.g2.com/survey_responses/cloud-coach-review-12110564)**

**Rating:** 4.5/5.0 stars

_— Msalazar L._

[Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12110564)

**["Unified Project, CRM & Support Platform That Streamlines Workflows and Capacity Tracking"](https://www.g2.com/survey_responses/cloud-coach-review-12276021)**

**Rating:** 5.0/5.0 stars

_— Beatrice R._

[Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12276021)

#### What Are G2 Users Discussing About Cloud Coach?

- [How do you use Cloud Coach?](https://www.g2.com/discussions/how-do-you-use-cloud-coach)
- [Does salesforce have a project management tool?](https://www.g2.com/discussions/does-salesforce-have-a-project-management-tool)
- [How long is the cloud coach program?](https://www.g2.com/discussions/how-long-is-the-cloud-coach-program)
- [What does Cloud Coach do?](https://www.g2.com/discussions/what-does-cloud-coach-do) - 1 comment

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

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

**Average Rating:** 4.0/5.0

**Total Reviews:** 24

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

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

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

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

#### Who Uses This Product?

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

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

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

**Rating:** 5.0/5.0 stars

_— Anna D._

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

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

**Rating:** 4.0/5.0 stars

_— Bellamy A._

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

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

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

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

Acuity PPM is a project portfolio management (PPM) software platform that helps mid-market PMOs and business leaders evaluate, prioritize, and govern project portfolios, with an emphasis on improving the quality of portfolio decisions before work begins. The platform supports the full portfolio lifecycle, including work intake, prioritization and scoring, roadmap planning, resource capacity management, financial planning, and project execution. It is designed for PMOs operating at Levels 1–2 of portfolio management maturity — typically organizations transitioning from spreadsheets, shared drives, or fragmented project tools toward a centralized, governance-oriented approach. The architecture scales into Level 3 capabilities such as scenario analysis and portfolio optimization without requiring a platform change. Acuity PPM provides a single source of truth for project, financial, resource, and decision data, enabling consistent reporting and transparent governance across stakeholders. The platform is configurable to organizational structure, scoring criteria, intake workflows, and financial categories. Core capabilities include: • Work intake and demand management — configurable proposal forms, governance workflows, and decision logging to standardize how initiatives are submitted, reviewed, and approved • Prioritization and scoring — weighted value and risk models, risk-value bubble charts, and portfolio heatmaps to support objective, defensible prioritization • Portfolio roadmapping and dependency tracking — Gantt-based timelines, baselines, and cross-project dependency views for sequencing and coordination • Resource capacity planning — heatmaps, role-based and named-resource views, non-project effort tracking, and scenario-based capacity analysis • Project execution — status reports, risk and issue logs, financial planning, schedules, decision logs, lessons learned, benefits tracking, and action items Acuity PPM is structured around two layers of AI-assisted capability that customers can activate as needed. Portfolio Intelligence applies AI to five governance domains — work intake, prioritization, planning, resource capacity, and risk management — to support decisions about what to fund, how to sequence, and where to allocate resources. PMO Operations consists of AI agents that perform research, monitoring, synthesis, and preparation tasks such as risk research, status synthesis, document drafting, dependency monitoring, benefits tracking, portfolio communication, and external strategic scanning. A conversational interface, Crystal AI, provides natural-language access to portfolio data and analysis. All AI outputs are designed to be explainable, source-attributed, editable, and subject to human review before entering approval workflows. The platform follows an AI-Ready, Not AI-Required model: traditional PPM functions operate independently, and AI capabilities are activated based on organizational readiness. Implementations are typically completed within two weeks. Acuity PPM serves organizations across construction, healthcare, financial services, government, higher education, and transit.

**Average Rating:** 4.7/5.0

**Total Reviews:** 11

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

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10)
- **Optimization:** 7.8/10 (Category avg: 8.4/10)
- **Alignment:** 9.2/10 (Category avg: 8.5/10)
- **Performance:** 9.2/10 (Category avg: 8.6/10)

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

- **Seller:** [Acuity PPM](https://www.g2.com/sellers/acuity-ppm)
- **Company Website:** acuityppm.com
- **Year Founded:** 2018
- **HQ Location:** Bellevue, US
- **Twitter:** @AcuityPPM  
175 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c602dae013085a6ea74b9f17f72dfaae88fe306879a6392de4d8541cdfc883fb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Facuity-ppm%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 55% Medium, 36% Large

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

**["Acuity PPM: Simple, Accessible Intake and Project Tracking"](https://www.g2.com/survey_responses/acuity-ppm-review-12478035)**

**Rating:** 4.5/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/acuity-ppm-review-12478035)

**["Acuity PPM Transformed Our Portfolio Management, Unlocking Value with Structured Intake & Insight"](https://www.g2.com/survey_responses/acuity-ppm-review-12692556)**

**Rating:** 5.0/5.0 stars

_— Chris W._

[Read full review](https://www.g2.com/survey_responses/acuity-ppm-review-12692556)

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

- [What do you look for in a PPM tool?](https://www.g2.com/discussions/what-do-you-look-for-in-a-ppm-tool) - 1 comment
- [What is PPM in software project management?](https://www.g2.com/discussions/acuity-ppm-what-is-ppm-in-software-project-management) - 1 comment
- [What are the components of PPM?](https://www.g2.com/discussions/what-are-the-components-of-ppm) - 1 comment
- [What does PPM software do?](https://www.g2.com/discussions/acuity-ppm-what-does-ppm-software-do) - 1 comment

### [Proggio](https://www.g2.com/products/proggio/reviews)

Proggio is a next-generation, adaptive project portfolio management solution for enterprises and mid-market companies. By bringing clarity and simplicity to project portfolio management, Proggio accelerates digital transformation in a segment that is primarily using spreadsheets and presentations. With its unique, adaptive solution, Proggio provides dynamic high-level views for executive managers, project managers, and other stakeholders. The solution was designed to quickly adapt to a change-driven environment, with an unprecedented level of user interface simplicity. Learn more at proggio.com.

**Average Rating:** 4.4/5.0

**Total Reviews:** 36

#### How Do G2 Users Rate Proggio?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.1/10)
- **Optimization:** 8.1/10 (Category avg: 8.4/10)
- **Alignment:** 8.0/10 (Category avg: 8.5/10)
- **Performance:** 8.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Proggio?

- **Seller:** [Proggio](https://www.g2.com/sellers/proggio-d7318611-5f6b-42b2-b3f2-61a9a168fe30)
- **Year Founded:** 2015
- **HQ Location:** Kfar Saba, Hasharon Distinct
- **Twitter:** @ProggioApp  
407 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13c4398ad02ea4b0a2f5922200fefb778069ebc4e8cbe7407ca8cbcd4615a3f1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17997454%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 53% Medium, 28% Large

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

**["Project Management and Tracking"](https://www.g2.com/survey_responses/proggio-review-8173306)**

**Rating:** 4.5/5.0 stars

_— Chirag A._

[Read full review](https://www.g2.com/survey_responses/proggio-review-8173306)

**["Excellent PM SaaS app for mid size companies"](https://www.g2.com/survey_responses/proggio-review-8819095)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/proggio-review-8819095)

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

- [What is Proggio used for?](https://www.g2.com/discussions/what-is-proggio-used-for)

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

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

**Average Rating:** 4.2/5.0

**Total Reviews:** 47

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

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

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

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

#### Who Uses This Product?

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

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

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

**Rating:** 4.0/5.0 stars

_— Grenias S._

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

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

**Rating:** 5.0/5.0 stars

_— Junaid S._

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

### [Planisware Enterprise](https://www.g2.com/products/planisware-planisware-enterprise/reviews)

Software solution that supports the end-to-end governance of company portfolios, from finance and resource planning, to the life cycle management of products

**Average Rating:** 3.9/5.0

**Total Reviews:** 27

#### How Do G2 Users Rate Planisware Enterprise?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.1/10)
- **Optimization:** 8.3/10 (Category avg: 8.4/10)
- **Alignment:** 8.3/10 (Category avg: 8.5/10)
- **Performance:** 6.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planisware Enterprise?

- **Seller:** [Planisware](https://www.g2.com/sellers/planisware)
- **Year Founded:** 1996
- **HQ Location:** Châtillon
- **Twitter:** @Planisware  
737 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=38ece594734729a2c61d1cb9e0da5f62ca59b8902f3faab31304b35b768d7e1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanisware&secure%5Burl_type%5D=linkedin_company_website)  
791 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Pharmaceuticals
- **Company Size:** 96% Large, 11% Medium

#### What Do G2 Reviewers Say About Planisware Enterprise?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **versatility and customizability** of Planisware Enterprise, enhancing project management efficiency and precision.
- Users appreciate the **customizability** of Planisware Enterprise, enhancing effectiveness and precision in project management.
- Users find the **ease of use** of Planisware Enterprise enhances their project management experience with seamless login and access control.
- Users value the **easy management** of Planisware Enterprise, appreciating its seamless setup and user access control features.
- Users appreciate the **effective resource management** features of Planisware Enterprise, enhancing project efficiency and precision.

##### Cons

- Users find Planisware Enterprise to be **expensive** , especially for smaller organizations lacking complex needs.
- Users find the **learning curve steep** for Planisware Enterprise, requiring extensive training for effective use.
- Users find the **limited customization** of Planisware Enterprise frustrating, as it restricts adaptation to specific needs.
- Users find the **slow loading times** of Planisware Enterprise frustrating, impacting their overall satisfaction with the product.

#### What Are Recent G2 Reviews of Planisware Enterprise?

**["Robust and thorough PPM Solution - it does it all in one place"](https://www.g2.com/survey_responses/planisware-enterprise-review-13170766)**

**Rating:** 4.5/5.0 stars

_— Verified User_

[Read full review](https://www.g2.com/survey_responses/planisware-enterprise-review-13170766)

**["Experience With Planisware Enterprise"](https://www.g2.com/survey_responses/planisware-enterprise-review-7867458)**

**Rating:** 4.0/5.0 stars

_— Atul A._

[Read full review](https://www.g2.com/survey_responses/planisware-enterprise-review-7867458)

### [Planforge](https://www.g2.com/products/planforge/reviews)

There is no single methodology that fits all needs. That is why the hybrid PPM software combines multiple execution approaches for different use cases: ● Traditional projects and programs (Waterfall) ● Agile and lean processes (Kanban, Scrum) ● Enterprise Agile Planning (SAFe). Available as cloud & on-premises, Planforge adapts to your business processes — not the other way around. [FREE VERSION] Teams up to 4 users can use Planforge for free!

**Average Rating:** 4.3/5.0

**Total Reviews:** 31

#### How Do G2 Users Rate Planforge?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Optimization:** 9.2/10 (Category avg: 8.4/10)
- **Alignment:** 5.8/10 (Category avg: 8.5/10)
- **Performance:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planforge?

- **Seller:** [Planforge](https://www.g2.com/sellers/planforge)
- **Year Founded:** 2005
- **HQ Location:** Raaba/Graz, Austria
- **Twitter:** @planforge\_io  
150 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=49554bec00e2938e240cb92a9c3271748c3767419251df328bdd35d23c9e4654&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5036996%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consumer Services
- **Company Size:** 106% Small, 61% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **effective budget management** of Planforge, facilitating precise tracking and allocation of resources.
- Users find the **financial management capabilities** of Planforge invaluable for tracking budgets and project performance effectively.
- Users find **navigation ease** in Planforge, allowing efficient organization and monitoring of projects and team performance.
- Users value the **comprehensive project management capabilities** of Planforge, enhancing team organization and performance tracking.
- Users value the **comprehensive project tracking** capabilities of ONEPOINT Projects for efficient team management and task monitoring.

##### Cons

- Users find a **steep learning curve** with Planforge, though documentation and training can aid in mastering the tools.

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

**["Planforge – Game changer project management tool!"](https://www.g2.com/survey_responses/planforge-review-8605141)**

**Rating:** 4.0/5.0 stars

_— Lukas S._

[Read full review](https://www.g2.com/survey_responses/planforge-review-8605141)

**["comprehensive and effective "](https://www.g2.com/survey_responses/planforge-review-731247)**

**Rating:** 4.0/5.0 stars

_— James W._

[Read full review](https://www.g2.com/survey_responses/planforge-review-731247)

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

- [What is ONEPOINT Projects used for?](https://www.g2.com/discussions/what-is-onepoint-projects-used-for)

### [Bubble Software](https://www.g2.com/products/bubble-software/reviews)

Bubble® is a leading provider of Project and Portfolio Management software. Founded in 1999, the company serves clients globally via offices in London, Cambridge, and Melbourne. Its cloud-based solutions help customers improve the planning, governance, and delivery of Innovation, New Product Development, Engineering, IT, and other initiatives. Using Bubble PPM, our customers benefit from: • Real-time overviews of the portfolio for informed decision-making • A complete set of project management tools for efficient and reliable delivery • Inbuilt best practices and processes that improve returns on project investments Contact us today for more information: hello@bubblegroup.com LONDON | CAMBRIDGE | MELBOURNE https://bubblegroup.com

**Average Rating:** 4.5/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate Bubble Software?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10)
- **Optimization:** 7.7/10 (Category avg: 8.4/10)
- **Alignment:** 8.0/10 (Category avg: 8.5/10)
- **Performance:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Bubble Software?

- **Seller:** [Bubble Software](https://www.g2.com/sellers/bubble-software)
- **Company Website:** www.bubblegroup.com
- **Year Founded:** 1999
- **HQ Location:** London, England
- **Twitter:** @BubblePPM  
6 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8151d5ea0414806823c886e968513f8b4ea118128e64b7baabb23f3cc76b8922&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F88121%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consumer Goods
- **Company Size:** 38% Medium, 17% Large

#### What Do G2 Reviewers Say About Bubble Software?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **extensive customization options** in Bubble Software that enhance their workflows and adaptability.
- Users value the **easy integration** of Bubble Software, allowing seamless implementation across teams and structures.
- Users appreciate the **automation of data updates** , enhancing efficiency and seamless integration across Bubble Software's features.
- Users value the **collaboration focus** of Bubble Software, facilitating teamwork through customizable and user-friendly solutions.
- Users value the **effective communication** with the Bubble team, which enhances collaboration and adapts to their needs.

##### Cons

- Users find the **beginner difficulty** frustrating due to the steep learning curve and complex editing options.
- Users face **Excel compatibility issues** due to formatting restrictions when downloading and uploading reports.
- Users face **Excel limitations** when uploading reports, requiring minimal formatting for efficient data transfer.
- Users face **export limitations** that hinder the ease of downloading and uploading reports, especially with Excel formatting constraints.
- Users find the **learning curve challenging** , as creating and editing dashboards can be frustrating and non-intuitive.

#### What Are Recent G2 Reviews of Bubble Software?

**["Bubble PPM has transformed how we manage portfolios, decisions, and delivery."](https://www.g2.com/survey_responses/bubble-software-review-12694877)**

**Rating:** 4.5/5.0 stars

[Read full review](https://www.g2.com/survey_responses/bubble-software-review-12694877)

**["Bubble: Powerful Tool for Governance, Risk, and Timeline Management"](https://www.g2.com/survey_responses/bubble-software-review-13151588)**

**Rating:** 5.0/5.0 stars

[Read full review](https://www.g2.com/survey_responses/bubble-software-review-13151588)

#### What Are G2 Users Discussing About Bubble Software?

- [What do you look for in a PPM tool?](https://www.g2.com/discussions/bubble-ppm-what-do-you-look-for-in-a-ppm-tool)
- [What is PPM in software project management?](https://www.g2.com/discussions/bubble-ppm-what-is-ppm-in-software-project-management)
- [What are the components of PPM?](https://www.g2.com/discussions/bubble-ppm-what-are-the-components-of-ppm)
- [What does PPM software do?](https://www.g2.com/discussions/bubble-ppm-what-does-ppm-software-do)

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- [Capital Project Management](/categories/capital-project-management)
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- [Project Management](/categories/project-management)
- [Project Management Tools](/categories/project-management-tools)
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- [Strategic Planning and Execution](/categories/strategic-planning-and-execution)

- [Strategic Portfolio Management](/categories/strategic-portfolio-management)
- [Task Management](/categories/task-management-software)
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[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.