# Best Project and Portfolio Management Software - Page 4

## 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**

### Wrike

Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. Teams use Wrike to track work progress, assign tasks, set deadlines, and facilitate communication, eliminating silos and fostering a culture of transparency and accountability that is crucial for successful delivery. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Teams can build and automate tailored workflows that reflect their unique processes, visualize timelines through Gantt charts and Kanban boards, and integrate seamlessly with tools like Slack, Google Drive, and Microsoft Teams. Wrike's MCP server extends this further, allowing AI assistants to connect directly to the platform where execution actually happens so AI-driven actions become part of the auditable record of how work gets done, not disconnected outputs living outside the system. And powered by the Wrike Work Intelligence® Graph, the platform gives AI the structured context it needs to act reliably inside the same roles, permissions, and access controls as your people. The result goes far beyond task management. Wrike reduces time spent on administrative work, scales alongside growing organizations, and gives teams the governed foundation they need to put AI to work on their most consequential workflows without losing control. With more than 20,000 organizations worldwide, including Siemens, Walmart, NVIDIA, and The Estée Lauder Companies, trusting Wrike to deliver their most important work, the platform has earned its place as a reliable partner for organizations to deliver without doubt

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1431&secure%5Bchosen_at%5D=2026-08-02T14%3A58%3A23Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1382&secure%5Bresource_id%5D=1431&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproject-and-portfolio-management%3Fpage%3D4&secure%5Btoken%5D=79d7ef9d2b9380dd7ad0a2a8f38425f1a22771b4672e5c0ffaeb3c88d40b2aca&secure%5Burl%5D=https%3A%2F%2Fwww.wrike.com%2Ffeatures%2F&secure%5Burl_type%5D=paid_promos)

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

Cora PPM combines strategic functionality with execution functionality, helping you to make the right investment decisions. Cora PPM can act as the bedrock for delivering your transformation program. It will provide you with the strategic capabilities to optimize capacity, analyze scenarios, track benefits and keep all your stakeholders informed across the enterprise.

**Average Rating:** 4.1/5.0

**Total Reviews:** 50

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

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.1/10)
- **Optimization:** 8.3/10 (Category avg: 8.4/10)
- **Alignment:** 8.7/10 (Category avg: 8.5/10)
- **Performance:** 8.5/10 (Category avg: 8.6/10)

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

- **Seller:** [Cora Systems](https://www.g2.com/sellers/cora-systems)
- **Year Founded:** 1999
- **HQ Location:** Carrick on Shannon, IE
- **Twitter:** @corasystems  
1,008 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=38c233994b582a27ec9209dd1fad2cab900819b7a34fa086d768d7ae670202fc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcora-systems%2F&secure%5Burl_type%5D=linkedin_company_website)  
183 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager
- **Top Industries:** Construction, Mechanical or Industrial Engineering
- **Company Size:** 50% Large, 38% Medium

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

**["Userfriendly"](https://www.g2.com/survey_responses/cora-ppm-review-7380943)**

**Rating:** 5.0/5.0 stars

_— Tamara K._

[Read full review](https://www.g2.com/survey_responses/cora-ppm-review-7380943)

**["Latency Ignored"](https://www.g2.com/survey_responses/cora-ppm-review-7391150)**

**Rating:** 4.0/5.0 stars

_— Ted C._

[Read full review](https://www.g2.com/survey_responses/cora-ppm-review-7391150)

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

- [What is PPM methodology?](https://www.g2.com/discussions/cora-ppm-what-is-ppm-methodology)
- [What is PPM methodology?](https://www.g2.com/discussions/what-is-ppm-methodology)
- [What are the components of PPM?](https://www.g2.com/discussions/cora-ppm-what-are-the-components-of-ppm)
- [What does PPM software do?](https://www.g2.com/discussions/cora-ppm-what-does-ppm-software-do)
- [What is Cora software?](https://www.g2.com/discussions/what-is-cora-software)

### [OnePlan](https://www.g2.com/products/oneplan-solutions-oneplan/reviews)

OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource and Work Management Platform that fits the needs of every organization. OnePlan connects with Microsoft Project, Project for the web, Microsoft Planner, Azure DevOps, Jira, Smartsheet and more for a complete view into all work across the enterprise.

**Average Rating:** 4.3/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate OnePlan?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Optimization:** 7.8/10 (Category avg: 8.4/10)
- **Alignment:** 7.9/10 (Category avg: 8.5/10)
- **Performance:** 7.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OnePlan?

- **Seller:** [OnePlan Solutions](https://www.g2.com/sellers/oneplan-solutions)
- **HQ Location:** San Diego, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=55e53edc63ee9c8f79e4b3f21fbee71b450f5aa8243fd3cbba6b316a52e3ac06&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foneplansolutions%2F&secure%5Burl_type%5D=linkedin_company_website)  
170 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 52% Medium, 40% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **high customization** of OnePlan, enabling tailored solutions for diverse organizational needs and integration.
- Users find OnePlan to be **very easy to use** , appreciating its intuitive design and seamless integration with existing systems.
- Users find OnePlan **highly intuitive** and easy to configure, streamlining their enterprise portfolio management effortlessly.
- Users value the **automation capabilities** of OnePlan, simplifying portfolio management and enhancing reporting processes.
- Users value the **centralization** of OnePlan, which simplifies project management and enhances visibility for complex initiatives.

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

**["It integrates perfectly with our stack and we take full advantage of it."](https://www.g2.com/survey_responses/oneplan-review-12428035)**

**Rating:** 5.0/5.0 stars

_— Allan V._

[Read full review](https://www.g2.com/survey_responses/oneplan-review-12428035)

**["An Insider's View on OnePlan's Impactful Features and Areas for Improvement"](https://www.g2.com/survey_responses/oneplan-review-10553257)**

**Rating:** 4.5/5.0 stars

_— Yasmine A._

[Read full review](https://www.g2.com/survey_responses/oneplan-review-10553257)

### [Project Portfolio Office (PPO)](https://www.g2.com/products/project-portfolio-office-ppo/reviews)

Project Portfolio Office (PPO) helps small consultancies to global organisations achieve greater project success by implementing a simple to use, cloud based yet enterprise scalable project portfolio management application. With no long term contract, pre-configured solutions, free online trial & learning videos you can be running your projects within 30 days.

**Average Rating:** 4.6/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Project Portfolio Office (PPO)?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10)
- **Optimization:** 8.3/10 (Category avg: 8.4/10)
- **Alignment:** 8.3/10 (Category avg: 8.5/10)
- **Performance:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Project Portfolio Office (PPO)?

- **Seller:** [Project Portfolio Office](https://www.g2.com/sellers/project-portfolio-office)
- **Year Founded:** 2005
- **HQ Location:** London, United Kingdom
- **Twitter:** @PPO  
1,578 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d54236e0fb65db76f100cb9ff6180e18ade44b719494c2f99e260d00bd228ec&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F637053%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 59% Large, 29% Medium

#### What Do G2 Reviewers Say About Project Portfolio Office (PPO)?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **collaboration focus** of PPO, enhancing teamwork and providing a unified platform for sharing updates.
- Users appreciate the **customer support** from PPO, enhancing collaboration and ensuring effective project tracking and management.
- Users value the **efficiency** of PPO in tracking projects, prioritizing tasks, and enhancing teamwork through clear communication.
- Users value the **effective filtering features** of PPO, enabling focused project tracking and informed decision-making.
- Users appreciate the **flexibility** of PPO, enabling effective project tracking and prioritization to focus on essential tasks.

##### Cons

- Users find the **learning curve steep** , as administrative tasks overwhelm actual project management without adequate training.
- Users find the **limited functionality** of PPO leads to increased administrative tasks over actual project management.
- Users find **organization difficulties** with PPO, spending excessive time on admin tasks rather than effective project management.
- Users dislike the **time-consumption** of PPO for admin tasks, detracting from effective project management efforts.

#### What Are Recent G2 Reviews of Project Portfolio Office (PPO)?

**["PPO review"](https://www.g2.com/survey_responses/project-portfolio-office-ppo-review-6745633)**

**Rating:** 4.0/5.0 stars

_— Verified User in Military_

[Read full review](https://www.g2.com/survey_responses/project-portfolio-office-ppo-review-6745633)

**["PPO is the best"](https://www.g2.com/survey_responses/project-portfolio-office-ppo-review-10607914)**

**Rating:** 4.5/5.0 stars

_— Kamogelo P._

[Read full review](https://www.g2.com/survey_responses/project-portfolio-office-ppo-review-10607914)

### [Fluid](https://www.g2.com/products/fluid-fluid/reviews)

Fluid is the all-in-one PMO platform to manage your projects, programs, portfolio’s and resources in one unified space. Fluid provides a single solution to manage every aspect of your projects from ideation through to delivery, execution, benefits and closure. • Automated Reporting • Executive Portfolio Dashboards • Resource Capacity & Utilization • Accurate Project Cost Tracking • Unified Project Management Workspace (Health, Scheduling, Risks, Tasks etc.) • AI Governance & Insights

**Average Rating:** 4.7/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Fluid?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Optimization:** 8.3/10 (Category avg: 8.4/10)
- **Alignment:** 8.3/10 (Category avg: 8.5/10)
- **Performance:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Fluid?

- **Seller:** [Fluid](https://www.g2.com/sellers/fluid)
- **Year Founded:** 2014
- **HQ Location:** London, GB
- **Twitter:** @fluidworkapp  
5 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c112d8e4a137eb031baa83e38ec352595d8f6558296256b1d0791ee092cf0048&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffluidworkuk%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Financial Services
- **Company Size:** 50% Small, 25% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **highly responsive customer support** of Fluid, which enhances their overall experience and collaboration.
- Users highlight the **effective communication** features of Fluid, making project updates seamless and efficient.
- Users find **daily use effortless** due to consolidated dashboards, streamlining project reporting and maintenance seamlessly.
- Users find **dashboarding easy and efficient** with Fluid, streamlining project reporting and centralizing key information.
- Users appreciate the **consolidated dashboards** of Fluid, simplifying project reporting and maintenance with key information accessible in one place.

##### Cons

- Users find the **meeting functionality lacking** , wishing for better integration with Teams and Outlook scheduling.
- Users find the **email integration lacking** , wishing for better functionality with Teams and Outlook scheduling.
- Users face **integration issues** with Fluid, particularly in setting up meetings with Teams and Outlook.
- Users note a **lack of integration** with Teams for meetings, missing features like Teams links and Outlook scheduling.
- Users find the **limited integrations** with Teams and Outlook hinder meeting setup, impacting overall functionality.

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

**["Exceptional Customer-Focused Service"](https://www.g2.com/survey_responses/fluid-review-12107260)**

**Rating:** 4.5/5.0 stars

_— Chi To S._

[Read full review](https://www.g2.com/survey_responses/fluid-review-12107260)

**["All-in-One Dashboard Makes Project Tracking Effortless"](https://www.g2.com/survey_responses/fluid-review-12176274)**

**Rating:** 4.5/5.0 stars

_— Hannah O._

[Read full review](https://www.g2.com/survey_responses/fluid-review-12176274)

### [Accelo](https://www.g2.com/products/accelo/reviews)

Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins.

**Average Rating:** 4.3/5.0

**Total Reviews:** 661

#### How Do G2 Users Rate Accelo?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10)
- **Optimization:** 6.6/10 (Category avg: 8.4/10)
- **Alignment:** 6.9/10 (Category avg: 8.5/10)
- **Performance:** 7.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Accelo?

- **Seller:** [Accelo](https://www.g2.com/sellers/accelo)
- **Company Website:** www.accelo.com
- **Year Founded:** 2011
- **HQ Location:** Denver, Colorado
- **Twitter:** @accelo  
2,980 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b77c15aa0278341164920175d99b33a5e7f6d729a1fa5ac8b0a40db4bf5dfc81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6652457%2F&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 72% Small, 25% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments.
- Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks.
- Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth.
- Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth.
- Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead.

##### Cons

- Users express frustration over **missing features** in Accelo, impacting usability and complicating task management.
- Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses.
- Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance.
- Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options.
- Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs.

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

**["Total control of projects and billing in an integrated and agile platform"](https://www.g2.com/survey_responses/accelo-review-12720113)**

**Rating:** 4.0/5.0 stars

_— Antonio H._

[Read full review](https://www.g2.com/survey_responses/accelo-review-12720113)

**["Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses"](https://www.g2.com/survey_responses/accelo-review-11856029)**

**Rating:** 4.5/5.0 stars

_— Ifeoma E._

[Read full review](https://www.g2.com/survey_responses/accelo-review-11856029)

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

- [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment

### [Projectric](https://www.g2.com/products/projectric/reviews)

Projectric enables companies to get the most value from their Project Portfolios. This tool does this by delivering Portfolio Intelligence, the transformation of project and program data into relevant, actionable information for making business decisions.

**Average Rating:** 4.4/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Projectric?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)
- **Optimization:** 9.2/10 (Category avg: 8.4/10)
- **Alignment:** 9.4/10 (Category avg: 8.5/10)
- **Performance:** 9.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Projectric?

- **Seller:** [Projectric](https://www.g2.com/sellers/projectric)
- **Year Founded:** 2021
- **HQ Location:** Ashburn, Virginia
- **Twitter:** @projectricppm  
524 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=215a3f7d51eae97947f5c8577163e4a7c0ab8274873e5aba91ea0f029ab90050&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11131225%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

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

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

**["An invaluable tool for any organization"](https://www.g2.com/survey_responses/projectric-review-9736377)**

**Rating:** 5.0/5.0 stars

_— Benjamin J._

[Read full review](https://www.g2.com/survey_responses/projectric-review-9736377)

**["Transformative for our small business!"](https://www.g2.com/survey_responses/projectric-review-9825746)**

**Rating:** 5.0/5.0 stars

_— Jogenesis B._

[Read full review](https://www.g2.com/survey_responses/projectric-review-9825746)

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

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

### [Project Monitor](https://www.g2.com/products/project-monitor/reviews)

Project Monitor is an all-in-one for projects and project management. Users can manage budget requests and tracking. The dashboard shows visual details of projects.

**Average Rating:** 4.1/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Project Monitor?

- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 9.1/10)
- **Optimization:** 7.5/10 (Category avg: 8.4/10)
- **Alignment:** 8.3/10 (Category avg: 8.5/10)
- **Performance:** 6.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Project Monitor?

- **Seller:** [Virage Group](https://www.g2.com/sellers/virage-group)
- **Year Founded:** 2001
- **HQ Location:** Nantes, Pays de la Loire
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f4cfa49e60038db1d0169bc4b3325b5c69d8dd47be8eb21beff2f4bf168a1eee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvirage-group&secure%5Burl_type%5D=linkedin_company_website)  
49 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Small, 20% Medium

#### What Are Recent G2 Reviews of Project Monitor?

**["Amazing Experience!"](https://www.g2.com/survey_responses/project-monitor-review-5403091)**

**Rating:** 5.0/5.0 stars

_— Nitin S._

[Read full review](https://www.g2.com/survey_responses/project-monitor-review-5403091)

**["Projects plus"](https://www.g2.com/survey_responses/project-monitor-review-6901817)**

**Rating:** 4.5/5.0 stars

_— Mike F._

[Read full review](https://www.g2.com/survey_responses/project-monitor-review-6901817)

#### What Are G2 Users Discussing About Project Monitor?

- [What is a project monitor?](https://www.g2.com/discussions/project-monitor-what-is-a-project-monitor)
- [What is a project monitor?](https://www.g2.com/discussions/what-is-a-project-monitor)
- [What are the 5 things you need to monitor a project?](https://www.g2.com/discussions/project-monitor-what-are-the-5-things-you-need-to-monitor-a-project)
- [What are the 5 things you need to monitor a project?](https://www.g2.com/discussions/what-are-the-5-things-you-need-to-monitor-a-project)
- [What are the project features?](https://www.g2.com/discussions/project-monitor-what-are-the-project-features)

### [EPM Live](https://www.g2.com/products/epm-live/reviews)

EPMLive is the leading Work Management Platform revolutionizing the way organizations manage projects and work.

**Average Rating:** 3.8/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate EPM Live?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)

#### Who Is the Company Behind EPM Live?

- **Seller:** [Ignite Enterprise Software Solutions](https://www.g2.com/sellers/ignite-enterprise-software-solutions)
- **HQ Location:** Austin, TX
- **Twitter:** @ignitetech  
494 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eecef5847b3343cd5b4f97baf19c284f73312f381d0f89adc377a47055b54db3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F21226%2F&secure%5Burl_type%5D=linkedin_company_website)  
398 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Are Recent G2 Reviews of EPM Live?

**["EPM Live excellent tool "](https://www.g2.com/survey_responses/epm-live-review-500027)**

**Rating:** 4.0/5.0 stars

_— Verified User in Defense & Space_

[Read full review](https://www.g2.com/survey_responses/epm-live-review-500027)

**["Can integrate well with Microsoft programs"](https://www.g2.com/survey_responses/epm-live-review-550867)**

**Rating:** 4.5/5.0 stars

_— Verified User in Non-Profit Organization Management_

[Read full review](https://www.g2.com/survey_responses/epm-live-review-550867)

#### What Are G2 Users Discussing About EPM Live?

- [What is EPM Live used for?](https://www.g2.com/discussions/what-is-epm-live-used-for)

### [Dragonboat](https://www.g2.com/products/dragonboat-dragonboat/reviews)

Dragonboat is the Product Portfolio Layer for agentic enterprises to achieve product outcomes at AI speed and strategic cohesion. It brings together: - An elastic ontology-based foundation — encoded with domain expertise, with a semantic layer actively maintained by ambient agents via contextual integrations across the enterprise toolstack for unified data and coordination. - Product and portfolio apps — powered by runtime intelligence, with headless access for humans and agents to analyze and act from the same live portfolio reality. - Portfolio intelligence running across the product operating graph — surfacing ripple effects, upstream and downstream impacts, and real-time recommendations grounded in portfolio logic, memory, and intent. Enabling executives, teams, and AI agents to reason, decide, and work together across strategy, investments, and PDLC with clarity, speed, and scale. Built by domain experts, adopted by enterprises including BBC, Cornerstone OnDemand, and U.S. Bank, Dragonboat is the go-to OS for modern product-centric organizations operating in a unified agentic paradigm. Learn more at https://dragonboat.io/

**Average Rating:** 4.8/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Dragonboat?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10)
- **Optimization:** 7.5/10 (Category avg: 8.4/10)
- **Alignment:** 9.2/10 (Category avg: 8.5/10)
- **Performance:** 7.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Dragonboat?

- **Seller:** [Dragonboat](https://www.g2.com/sellers/dragonboat)
- **Year Founded:** 2018
- **HQ Location:** Santa Clara, California
- **Twitter:** @dragonboat\_io  
999 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=313fd9b31de2278522ab8b1a25ecd2801a81547a131b4aa8b03b577b7856ab6d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdragonboat%2F&secure%5Burl_type%5D=linkedin_company_website)  
51 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 60% Medium, 27% Small

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

**["Excellent tool for Product Managers and Leaders"](https://www.g2.com/survey_responses/dragonboat-review-9606305)**

**Rating:** 4.5/5.0 stars

_— Jordan S._

[Read full review](https://www.g2.com/survey_responses/dragonboat-review-9606305)

**["Excellent onboarding, well structured training materials."](https://www.g2.com/survey_responses/dragonboat-review-9394582)**

**Rating:** 4.0/5.0 stars

_— Agnieszka M._

[Read full review](https://www.g2.com/survey_responses/dragonboat-review-9394582)

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

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

### [GenSight](https://www.g2.com/products/gensight/reviews)

GenSight is a highly advanced and flexible PPM solution used by many global corporations.

**Average Rating:** 4.6/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate GenSight?

- **Optimization:** 9.7/10 (Category avg: 8.4/10)
- **Alignment:** 9.4/10 (Category avg: 8.5/10)
- **Performance:** 9.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind GenSight?

- **Seller:** [GenSight](https://www.g2.com/sellers/gensight)
- **Year Founded:** 2004
- **HQ Location:** Basingstoke, Hampshire
- **Twitter:** @GenSightGroup  
146 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ce7aca2f6b4d2fbd4586226d53eb6968af5df55eea68afa71e907562b608b5a2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1101984%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 45% Small, 36% Large

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

**["One of a kind"](https://www.g2.com/survey_responses/gensight-review-6791919)**

**Rating:** 5.0/5.0 stars

_— Ademola O._

[Read full review](https://www.g2.com/survey_responses/gensight-review-6791919)

**["Key information on projects readily available"](https://www.g2.com/survey_responses/gensight-review-6806634)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/gensight-review-6806634)

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

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

### [Project Insight](https://www.g2.com/products/project-insight/reviews)

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources.

**Average Rating:** 4.2/5.0

**Total Reviews:** 20

#### How Do G2 Users Rate Project Insight?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10)
- **Alignment:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Project Insight?

- **Seller:** [Project Insight](https://www.g2.com/sellers/project-insight)
- **Company Website:** projectinsight.com
- **Year Founded:** 2001
- **HQ Location:** Irvine, CA
- **Twitter:** @ProjectInsight  
2,592 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cb2c4a5adf678366342f545ec3c0dff7573f2e053e93472c4abf47d5b903dff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojectinsight%2F&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 40% Medium, 30% Small

#### What Do G2 Reviewers Say About Project Insight?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **fully automated features** of Project Insight, allowing them to focus on work instead of maintenance.
- Users appreciate the **ease of use** of Project Insight, facilitating project management without manual data entry hassles.
- Users enjoy the **easy integration** features of Project Insight, allowing seamless workflows and enhanced focus on tasks.
- Users appreciate the **seamless integrations** of Project Insight, enhancing productivity and streamlining project management tasks.
- Users value the **excellent security features** of Project Insight, ensuring their project data is well-protected.

##### Cons

- Users find that the **learning curve can be steep** due to the extensive features, requiring significant time and patience.
- Users find the **time consumption** due to numerous features of Project Insight can be frustrating and challenging.

#### What Are Recent G2 Reviews of Project Insight?

**["Customizable, Efficient, and User-Friendly for Large Teams"](https://www.g2.com/survey_responses/project-insight-review-13037766)**

**Rating:** 5.0/5.0 stars

_— Sajanbir K._

[Read full review](https://www.g2.com/survey_responses/project-insight-review-13037766)

**["User-Friendly Project Management Platform with Exceptional Support"](https://www.g2.com/survey_responses/project-insight-review-12893415)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/project-insight-review-12893415)

#### What Are G2 Users Discussing About Project Insight?

- [What are some unique features of project management software in general?](https://www.g2.com/discussions/project-insight-what-are-some-unique-features-of-project-management-software-in-general)
- [What are some project management tool features?](https://www.g2.com/discussions/project-insight-what-are-some-project-management-tool-features)
- [What is insight in project management?](https://www.g2.com/discussions/what-is-insight-in-project-management)
- [What are some project features?](https://www.g2.com/discussions/what-are-some-project-features)

### [Project Objects](https://www.g2.com/products/project-objects/reviews)

Project Objects is a leading provider of innovative project portfolio management (PPM) software.

**Average Rating:** 4.8/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Project Objects?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Optimization:** 10.0/10 (Category avg: 8.4/10)
- **Alignment:** 9.4/10 (Category avg: 8.5/10)
- **Performance:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Project Objects?

- **Seller:** [Project Objects](https://www.g2.com/sellers/project-objects)
- **Year Founded:** 2006
- **HQ Location:** Kells, Ireland
- **Twitter:** @ProjectObjects  
181 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4fd655ba26adaa7b97aee3ac6b8a1c8d5e85d76c29d11a2ade54a769e33a5893&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproject-objects&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 25% Large

#### What Are Recent G2 Reviews of Project Objects?

**["Project objects review"](https://www.g2.com/survey_responses/project-objects-review-9615728)**

**Rating:** 5.0/5.0 stars

_— Meghna A._

[Read full review](https://www.g2.com/survey_responses/project-objects-review-9615728)

**["'Quite an Objective Cloud and On-premise Project Management Tool'"](https://www.g2.com/survey_responses/project-objects-review-9622782)**

**Rating:** 4.5/5.0 stars

_— Eddie C._

[Read full review](https://www.g2.com/survey_responses/project-objects-review-9622782)

### [SoftExpert Suite](https://www.g2.com/products/softexpert-suite/reviews)

SoftExpert Suite is a comprehensive solution designed to address critical business excellence challenges through an integrated multi-application environment. It offers a suite of interconnected components that can be scaled and expanded as business needs evolve, allowing for the incorporation of new functions. The suite aims to facilitate collaborative problem-solving and improve business performance by providing tools for corporate governance, risk management, compliance programs, and continuous business process improvement.

**Average Rating:** 4.6/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate SoftExpert Suite?

- **Has the product been a good partner in doing business?:** 7.1/10 (Category avg: 9.1/10)
- **Optimization:** 7.1/10 (Category avg: 8.4/10)
- **Alignment:** 7.2/10 (Category avg: 8.5/10)
- **Performance:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SoftExpert Suite?

- **Seller:** [SoftExpert](https://www.g2.com/sellers/softexpert)
- **Year Founded:** 1995
- **HQ Location:** Orlando, Florida, United States
- **Twitter:** @SoftExpert  
547 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2b168c3414746f01f1ce7b42cd1d301dd67fa974f84d1c55febd65d86b9cd0bb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsoftexpert-software&secure%5Burl_type%5D=linkedin_company_website)  
973 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 45% Medium, 35% Large

#### What Do G2 Reviewers Say About SoftExpert Suite?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **excellent customer support** from SoftExpert Suite, ensuring smooth integration and quick solutions.
- Users value the **easy integration** of SoftExpert Suite into daily processes, enhanced by excellent support for adjustments.
- Users value the **easy integration** and daily use of SoftExpert Suite for contract review and storage.
- Users value the **easy integration** of SoftExpert Suite in contract management, complemented by excellent support for adjustments.
- Users value the **ease of implementation** of SoftExpert Suite, enhancing daily contract management with excellent support.

##### Cons

- Users face **coding difficulty** due to complex customization processes for certain functionalities in SoftExpert Suite.
- Users find that some functionalities require a **complex customization process** , making it challenging to fully utilize the software.
- Users find the **customization process complex** , making it challenging to utilize SoftExpert Suite effectively.
- Users find the **complex setup** of SoftExpert Suite to be a challenge, requiring extensive customization efforts.
- Users find the **customization difficulty** of SoftExpert Suite challenging, making it tough to implement necessary functionalities.

#### What Are Recent G2 Reviews of SoftExpert Suite?

**["Efficiency, high performance, and regulatory compliance in a single platform."](https://www.g2.com/survey_responses/softexpert-suite-review-12912505)**

**Rating:** 5.0/5.0 stars

_— Luis C._

[Read full review](https://www.g2.com/survey_responses/softexpert-suite-review-12912505)

**["Intuitive Interface and Document Control in SoftExpert Suite"](https://www.g2.com/survey_responses/softexpert-suite-review-12746897)**

**Rating:** 4.5/5.0 stars

_— Guido F._

[Read full review](https://www.g2.com/survey_responses/softexpert-suite-review-12746897)

#### What Are G2 Users Discussing About SoftExpert Suite?

- [What is SoftExpert PPM used for?](https://www.g2.com/discussions/softexpert-ppm-what-is-softexpert-ppm-used-for)
- [What is SoftExpert PPM used for?](https://www.g2.com/discussions/what-is-softexpert-ppm-used-for)

### [Upland Eclipse PPM](https://www.g2.com/products/upland-eclipse-ppm/reviews)

Upland Eclipse PPM is project portfolio management software that makes it easy to set priorities, work together, and get things done. The solution enables organizations across enterprise PMO, program management, and IT to manage resources, assign tasks, and collaborate – all with 100% visibility into status updates and financials for every project across the portfolio. Reasons why customers love Upland Eclipse PPM are that its quick to learn, more organized projects, easy to use. Learn more at www.uplandsoftware.com/eclipseppm/

**Average Rating:** 4.4/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Upland Eclipse PPM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Optimization:** 8.6/10 (Category avg: 8.4/10)
- **Alignment:** 8.6/10 (Category avg: 8.5/10)
- **Performance:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Upland Eclipse PPM?

- **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software)
- **Year Founded:** 2010
- **HQ Location:** Austin, TX
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b94d4c3fe97f291d7633eae74199ffdaee6414c14803e9bd9c614b6d6852394&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3139095%2F&secure%5Burl_type%5D=linkedin_company_website)  
815 employees on LinkedIn®
- **Ownership:** NASDAQ:UPLD
- **Total Revenue (USD mm):** $291

#### Who Uses This Product?

- **Company Size:** 55% Medium, 27% Large

#### What Are Recent G2 Reviews of Upland Eclipse PPM?

**["Ultimate People Collaborative Tool"](https://www.g2.com/survey_responses/upland-eclipse-ppm-review-5219876)**

**Rating:** 4.5/5.0 stars

_— DeepanChakkravarthy K._

[Read full review](https://www.g2.com/survey_responses/upland-eclipse-ppm-review-5219876)

**["One of the best software for management"](https://www.g2.com/survey_responses/upland-eclipse-ppm-review-4840899)**

**Rating:** 5.0/5.0 stars

_— Arnab T._

[Read full review](https://www.g2.com/survey_responses/upland-eclipse-ppm-review-4840899)

#### What Are G2 Users Discussing About Upland Eclipse PPM?

- [What is Eclipse PPM used for?](https://www.g2.com/discussions/what-is-eclipse-ppm-used-for)

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

PPM Express is an AI-driven project portfolio management platform designed for organizations that need clear, executive-level visibility across all initiatives without operational noise. It operates as a strategic layer across existing tools, consolidating project, resource, and financial data into a single, real-time view. This enables leadership teams to connect execution with strategy, eliminate fragmented reporting, and make faster, data-backed decisions with confidence. Business Value & Outcomes • Strategic alignment – Ensure every initiative directly contributes to measurable business goals • Faster decision-making – Replace static reporting cycles with real-time, actionable insights • Higher ROI on investments – Optimize funding and prioritization across the entire portfolio • Predictable delivery – Identify risks early and proactively course-correct before impact • Operational efficiency – Eliminate manual reporting and reduce coordination overhead across teams • Single source of truth – Centralize data from multiple systems into one reliable portfolio view Differentiation • Cost-effective enterprise PPM – Flexible, transparent pricing without the overhead of traditional enterprise systems • AI-first approach – Built-in intelligence surfaces risks, trends, and insights automatically, reducing reliance on manual analysis • Rapid time-to-value – Cloud-native deployment enables fast onboarding and immediate usability • Integration-first design – Connects seamlessly with tools like Jira, Azure DevOps, and Microsoft ecosystem without disrupting workflows • Global scalability – Multi-region availability supports distributed teams with consistent performance and access PPM Express positions portfolio management as a decision intelligence function—helping organizations move faster, allocate resources more effectively, and execute strategy with measurable business impact.

**Average Rating:** 4.6/5.0

**Total Reviews:** 7

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

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)
- **Optimization:** 10.0/10 (Category avg: 8.4/10)
- **Alignment:** 8.3/10 (Category avg: 8.5/10)
- **Performance:** 9.2/10 (Category avg: 8.6/10)

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

- **Seller:** [PPM Express](https://www.g2.com/sellers/ppm-express)
- **Company Website:** ppm.express
- **Year Founded:** 2017
- **HQ Location:** Issaquah, Washington
- **Twitter:** @ppm\_express  
32 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a787e2fa4997d64c80b3c03b9904c02202296be289a7a2194afe2d8ba5adf14&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fppm-express%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 71% Small, 29% Medium

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

**["Great PPM Tool for integrating Azure DevOps with Supplemental Information"](https://www.g2.com/survey_responses/ppm-express-review-7998075)**

**Rating:** 4.5/5.0 stars

_— Verified User in Health, Wellness and Fitness_

[Read full review](https://www.g2.com/survey_responses/ppm-express-review-7998075)

**["Quick and Easy Integrated PPM"](https://www.g2.com/survey_responses/ppm-express-review-9916850)**

**Rating:** 4.5/5.0 stars

_— Lionel H._

[Read full review](https://www.g2.com/survey_responses/ppm-express-review-9916850)

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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 

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## 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.