# Best Project and Portfolio Management Software - Page 6

## 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**

### EZO

EZO is a cloud-based Enterprise Asset Management (EAM) platform with a built-in CMMS, designed to help mid-market and enterprise teams run asset operations with control and visibility. Established in 2011, EZO is built for equipment-centric organizations and brings asset planning, tracking, movement, and maintenance into a single system so teams know what they have, where it is, and whether it’s ready for use. The EZO Core Enterprise Asset Management Platform is designed as a command center for teams that run equipment-centric operations, allowing them to efficiently track and maintain their mission-critical assets. With barcode, QR code, and RFID scanning, teams can manage checkouts, transfers, and custody across locations with full accountability. Automated workflows, approvals, and real-time alerts reduce manual work and help standardize operations at scale. Dashboards and customizable reporting provide a single source of truth for availability, utilization, movement history, and loss prevention, accessible from anywhere for faster decisions. EZO helps enterprises keep critical assets visible, ready, and available without operational slowdowns. The platform simplifies the check-in and check-out processes, making it easier for teams to manage asset movements in real-time. The built-in CMMS (Computerized Maintenance Management System) add-on transforms maintenance operations from reactive to proactive. EZO’s native CMMS enables preventive maintenance, work order management, and complete service history tracking and helps teams to minimize downtime, extend asset life, and stay audit-ready. Organizations can benefit from improved reliability and efficiency in their maintenance processes, leading to better resource allocation and reduced operational disruptions. Overall, EZO is designed to empower enterprise organizations by enhancing their asset management and intelligence capabilities. It is built for organizations where asset availability directly impacts mission-critical operations. It helps mid-market and growing enterprise teams keep equipment visible, controlled, and always ready for the next job.

[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=2026-08-02T20%3A56%3A09Z&secure%5Bdisplayable_resource_id%5D=1631&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=7962&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=7962&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%3D6&secure%5Btoken%5D=d1e357e438664d8ee56e3f0883360aa4a9c82ba981d6e751d4b6333f1a966206&secure%5Burl%5D=https%3A%2F%2Fezo.io%2Fezofficeinventory%2F%3Futm_source%3Dpaid_advertising%26utm_medium%3Dg2%26utm_campaign%3Dg2-clicks&secure%5Burl_type%5D=custom_url)

### [Ravetree](https://www.g2.com/products/ravetree/reviews)

Ravetree is the all-in-one project management platform designed specifically to empower client service businesses with the tools they need to manage projects, teams, and finances with confidence and clarity. Unlike generic project management tools, Ravetree delivers advanced capabilities for handling project budgets, tracking fees and costs, and providing real-time insights that drive profitability and client satisfaction. At the heart of Ravetree’s value is its robust project budgeting framework. You can forecast project budgets based on anticipated resource needs and time to completion, then track actual spend against estimates with powerful visualizations and reports. This means you always know where you stand financially, from initial proposal to final invoice. With Ravetree, you get deep insights into project fees and costs, allowing you to identify trends, monitor profitability, and make data-driven decisions that keep your business on track. Ravetree’s time tracking and billing features are among the most flexible and comprehensive available. You can create client rate cards with customizable start and end dates, ensuring billing accuracy and consistency across projects and engagements. The platform supports multiple people assigned to the same task, each with their own bill rates, work roles, and time estimates—making it ideal for complex client service scenarios where different team members contribute at different levels and costs. With Ravetree, you can break free from the limitations of generic project management tools. Its intuitive interface, robust reporting, and seamless integrations with CRM, resource planning, and client portals make it the perfect solution for agencies, consultancies, and professional service firms that demand more than just task management—they need a platform that brings together projects, people, and profits in one powerful system. Choose Ravetree and experience project management that truly supports your business goals.

**Average Rating:** 4.2/5.0

**Total Reviews:** 27

#### How Do G2 Users Rate Ravetree?

- **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 Ravetree?

- **Seller:** [Ravetree](https://www.g2.com/sellers/ravetree)
- **Year Founded:** 2013
- **HQ Location:** Raleigh, NC
- **Twitter:** @ravetree  
435 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c01aca025a93a0e0d994d09d9892235c6a32cc4a89eb1b2a4ee033a5f8f91bdc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fravetree&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 96% Small, 4% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **outstanding customer support** from Ravetree, consistently praising their helpfulness and responsiveness.
- Users value the **analytics insights** from Ravetree, enhancing project tracking and performance evaluation effectively.
- Users commend Ravetree for its **comprehensive functionality** , seamlessly integrating budgeting, project management, and collaboration tools.
- Users praise Ravetree for its **exceptional project budgeting features** , which enhance project management and team collaboration.
- Users highlight the **strong team collaboration** features of Ravetree, enhancing project management and workflow efficiency.

##### Cons

- Users find the **learning curve steep** , which can overwhelm team members resistant to change initially.
- Users desire a **full general ledger accounting system** in Ravetree to improve accounts management and functionality.
- Users find the **overwhelming experience** of Ravetree challenging, especially for those resistant to change, despite its effectiveness.

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

**["Solid All-in-One Project Management Tool"](https://www.g2.com/survey_responses/ravetree-review-10909411)**

**Rating:** 4.5/5.0 stars

_— Sarel D._

[Read full review](https://www.g2.com/survey_responses/ravetree-review-10909411)

**["Great for Project Budgets"](https://www.g2.com/survey_responses/ravetree-review-11122478)**

**Rating:** 5.0/5.0 stars

_— Ed S._

[Read full review](https://www.g2.com/survey_responses/ravetree-review-11122478)

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

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

### [SharpCloud](https://www.g2.com/products/sharpcloud/reviews)

SharpCloud is a visual decision environment that connects strategy, portfolio, and risk into a single interactive platform. It is built for organizations managing complex, interconnected portfolios where the cost of a wrong decision is high, including Aerospace and Defense, Energy and Natural Resources, Manufacturing, Government and Public Sector, Capital Projects and Infrastructure, and Pharma and Life Sciences. The platform makes dependencies, trade-offs, and downstream impact visible in real time, so leaders can model scenarios, see how decisions affect the broader portfolio, and align teams around a shared source of truth instead of static reports and disconnected tools. Core capabilities include portfolio management, scenario planning, roadmapping, and risk and dependency visibility, all connected to live enterprise data. This gives executives and portfolio leaders the clarity to prioritize with confidence, adapt to change quickly, and stay aligned on strategy as conditions evolve.

**Average Rating:** 4.6/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate SharpCloud?

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

#### Who Is the Company Behind SharpCloud?

- **Seller:** [Lumivero](https://www.g2.com/sellers/lumivero)
- **Company Website:** lumivero.com
- **Year Founded:** 1995
- **HQ Location:** Denver, CO
- **Twitter:** @LUMIVER0  
399 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dd1937dc5b829762a5da6656a5b16a66c6f41c0b20ba37b511c62477413e518b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F76790%2F&secure%5Burl_type%5D=linkedin_company_website)  
299 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

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

**["SharpCloud provides a great platform for portfolio visuals."](https://www.g2.com/survey_responses/sharpcloud-review-2545314)**

**Rating:** 5.0/5.0 stars

_— Verified User in Biotechnology_

[Read full review](https://www.g2.com/survey_responses/sharpcloud-review-2545314)

**["Empowers Complex Strategic Alignment with Ease"](https://www.g2.com/survey_responses/sharpcloud-review-13121854)**

**Rating:** 5.0/5.0 stars

_— Bradley M._

[Read full review](https://www.g2.com/survey_responses/sharpcloud-review-13121854)

### [Tracker Suite](https://www.g2.com/products/automation-centre-tracker-suite/reviews)

Project Tracker.Net is a solution that helps organizations manage their projects online and track their project portfolios. It simplifies and automates workflows, and provides tools for organizational and individual planning, scheduling, online documentation, and process implementation.

**Average Rating:** 4.0/5.0

**Total Reviews:** 3

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

- **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:** 6.7/10 (Category avg: 8.5/10)
- **Performance:** 8.3/10 (Category avg: 8.6/10)

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

- **Seller:** [Automation Centre](https://www.g2.com/sellers/automation-centre)
- **Year Founded:** 1994
- **HQ Location:** Tucson, US
- **Twitter:** @Acentre  
17 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4cfb969d191bef0bd8acad3c3ebc597f0b0916ed82e2b2a12e38a46df79ae5c4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fautomation-centre&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Medium, 33% Small

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

**["Tracker Suite - one of the best automation package for tracking and collaboration"](https://www.g2.com/survey_responses/tracker-suite-review-6967313)**

**Rating:** 4.0/5.0 stars

_— Verified User in Management Consulting_

[Read full review](https://www.g2.com/survey_responses/tracker-suite-review-6967313)

**["Pretty decent"](https://www.g2.com/survey_responses/tracker-suite-review-3406496)**

**Rating:** 5.0/5.0 stars

_— Verified User in Education Management_

[Read full review](https://www.g2.com/survey_responses/tracker-suite-review-3406496)

### [Accolade](https://www.g2.com/products/wellspring-worldwide-accolade/reviews)

Accolade® by Sopheon is an InnovationOps software product that empowers innovation, product, and R&D teams to advance portfolio planning, optimize portfolio management, and streamline innovation governance. Its highly scalable SaaS platform that integrates with current systems and connects your organizational-wide information and processes for greater collaboration and transparency. Accolade aligns innovation initiatives with organizational strategy, goals, and budgets to bring valuable innovation initiatives to market, cost-effectively, and on time — while minimizing innovation risk. Improve your efficiency and time to value: -Reduce time to market by 15%-30% -Increase portfolio value by 75%-100% -Improve success rates for new product launches by up to 50% -Improve efficiency for innovation team members by 10%-20%

**Average Rating:** 3.3/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Accolade?

- **Seller:** [Wellspring Worldwide](https://www.g2.com/sellers/wellspring-worldwide)
- **HQ Location:** Chicago, Illinois, United States
- **Twitter:** @WellspringWW  
1,222 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2e6bcc6afe41e2479452a4c44b8b18ffe9692aba488c9f19ae74d137d1ce7b24&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwellspring-worldwide%2F&secure%5Burl_type%5D=linkedin_company_website)  
139 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Large, 33% Medium

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

**["Convenient and organized to effectively manage projects"](https://www.g2.com/survey_responses/accolade-review-1878813)**

**Rating:** 5.0/5.0 stars

_— Verified User in Consumer Goods_

[Read full review](https://www.g2.com/survey_responses/accolade-review-1878813)

**["So easy to use but highly efficient"](https://www.g2.com/survey_responses/accolade-review-10551033)**

**Rating:** 4.5/5.0 stars

_— Dr. A. ARIF M._

[Read full review](https://www.g2.com/survey_responses/accolade-review-10551033)

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

- [What is Sopheon Innovation Management System used for?](https://www.g2.com/discussions/what-is-sopheon-innovation-management-system-used-for)

### [Antura](https://www.g2.com/products/antura/reviews)

Antura is a comprehensive and user-friendly Project, Portfolio and Resource Management software (PPM tool), which is easy to get started with and offers the opportunity to grow.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Antura?

- **Optimization:** 8.3/10 (Category avg: 8.4/10)
- **Alignment:** 10.0/10 (Category avg: 8.5/10)
- **Performance:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Antura?

- **Seller:** [Antura](https://www.g2.com/sellers/antura)
- **Year Founded:** 2001
- **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=0a81eb8288eed4fb6fcdd797098e00a08a13980604d89107ef928c2b536f0643&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fantura-uk-%2526-ireland%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

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

**["User friendly"](https://www.g2.com/survey_responses/antura-review-4415035)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Services_

[Read full review](https://www.g2.com/survey_responses/antura-review-4415035)

**["Antura Projects- review"](https://www.g2.com/survey_responses/antura-review-5269533)**

**Rating:** 5.0/5.0 stars

_— Shailesh P._

[Read full review](https://www.g2.com/survey_responses/antura-review-5269533)

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

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

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

Cloudbyz ITPM, Integrated Enterprise Project Portfolio Management (PPM), Application Lifecycle Management (ALM) and Application Portfolio Management (APM) on Salesforce 1 cloud platform.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

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

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

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

- **Seller:** [Cloudbyz](https://www.g2.com/sellers/cloudbyz)
- **Year Founded:** 2014
- **HQ Location:** Naperville, US
- **Twitter:** @cloudbyz  
399 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e57128dc3532a199487bcdf18555bba6ab729b9e9f8407a6280ea904853836af&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcloudbyz&secure%5Burl_type%5D=linkedin_company_website)  
100 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["design oriented and project management"](https://www.g2.com/survey_responses/cloudbyz-ppm-review-8885164)**

**Rating:** 4.5/5.0 stars

_— Naga Bhavani P._

[Read full review](https://www.g2.com/survey_responses/cloudbyz-ppm-review-8885164)

**["Useful product with excellent support"](https://www.g2.com/survey_responses/cloudbyz-ppm-review-5312476)**

**Rating:** 5.0/5.0 stars

_— Pradeep P._

[Read full review](https://www.g2.com/survey_responses/cloudbyz-ppm-review-5312476)

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

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

### [Conductor](https://www.g2.com/products/conductor-2023-12-11/reviews)

Conductor® is an enterprise-grade, AI-powered transformation platform that creates harmony from strategy through execution, delivering KPI/benefits tracking, accountability, and governance on your terms.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Conductor?

- **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:** 10.0/10 (Category avg: 8.5/10)
- **Performance:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Conductor?

- **Seller:** [Sensei Labs](https://www.g2.com/sellers/sensei-labs)
- **Year Founded:** 2015
- **HQ Location:** Toronto, CA
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dc8715ec67351bb33798f54eba1f317519058e759d85f51636537acd36ed85be&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fconductor-by-sensei-labs&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Conductor to be **extremely user-friendly** , allowing easy customization to suit diverse organizational needs.
- Users appreciate the **outstanding customer support** from Conductor, enhancing their workflow and tool optimization.
- Users value the **ease of customization** in Conductor, enabling tailored solutions for their company needs.
- Users appreciate the **easy customization** of Conductor, tailoring it effectively to their company's unique needs.
- Users value the **efficiency** of Conductor, benefiting from streamlined access to project data and outstanding support.

##### Cons

- Users find the **manual effort in Excel comparisons** cumbersome, desiring more automation for project updates.
- Users find the **manual data entry** tedious, wishing for better automation in updating multiple project details.
- Users find the **linking of tasks and milestones** in Conductor to be imperfect, hindering their overall productivity.
- Users find the **manual effort for project updates** burdensome, wishing for better automation and syncing features.
- Users find the **time-consuming manual updates** for multiple projects frustrating, hindering overall efficiency and productivity.

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

**["Conductor aligns global initiatives seamlessly, supported by a team meeting our specific needs."](https://www.g2.com/survey_responses/conductor-review-9113702)**

**Rating:** 4.0/5.0 stars

_— Frank D._

[Read full review](https://www.g2.com/survey_responses/conductor-review-9113702)

**["Business innovation and transformation tool"](https://www.g2.com/survey_responses/conductor-review-9145163)**

**Rating:** 5.0/5.0 stars

_— Macias L._

[Read full review](https://www.g2.com/survey_responses/conductor-review-9145163)

### [Corvus Link](https://www.g2.com/products/corvus-link/reviews)

Corvus Link uses the transformative power of AI and automation to help innovators plan, build, and grow businesses around their ideas. Increase your productivity in our AI-enabled unified platform that can produce actionable plans, build necessary capabilities, and grow a company in an ever-changing market.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Corvus Link?

- **Optimization:** 8.3/10 (Category avg: 8.4/10)
- **Alignment:** 6.7/10 (Category avg: 8.5/10)
- **Performance:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Corvus Link?

- **Seller:** [Corvus Link](https://www.g2.com/sellers/corvus-link)
- **Year Founded:** 2022
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=31e3866333fadd655302963054d2cf02f61bd951e455fcc38732c05926c5634f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorvus-link&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 50% Medium

#### What Are Recent G2 Reviews of Corvus Link?

**["Integrated platform for taking the idea from 0 to 1 to 10x"](https://www.g2.com/survey_responses/corvus-link-review-9482019)**

**Rating:** 4.5/5.0 stars

_— Pankaj G._

[Read full review](https://www.g2.com/survey_responses/corvus-link-review-9482019)

**["Corvus link was a necessary instrument for the increase"](https://www.g2.com/survey_responses/corvus-link-review-9483003)**

**Rating:** 5.0/5.0 stars

_— Oscar L._

[Read full review](https://www.g2.com/survey_responses/corvus-link-review-9483003)

### [Deltek Acumen](https://www.g2.com/products/deltek-acumen/reviews)

Deltek Acumen helps project-driven organizations plan with confidence, reduce uncertainty, and optimize execution across complex projects. Acumen improves schedule quality, quantifies risk, and identifies the fastest path to delivery. This project risk management software brings together three purpose-built modules — Fuse for schedule diagnostics, Risk/360 for AI-driven risk modeling and acceleration, and Touchstone for automated schedule governance. Powered by Dela, the AI orchestrator within the Deltek platform, Acumen pairs AI-driven risk identification and mitigation with transparent Monte Carlo simulation — so every insight is defensible, not a black box. Teams adopting Acumen report 22–30% improvement in schedule quality and a 50% reduction in schedule review time. Best for: Schedulers, risk analysts, PMOs, and project controls teams at government contractors, A&E firms, construction companies, and energy and infrastructure organizations that manage complex, high-oversight projects. Use cases:  Diagnose schedule quality against 500+ industry-aligned metrics (DCMA, DOE, GAO, AACE, NASA)  Identify risks and generate mitigation strategies automatically using AI  Model cost and schedule uncertainty with integrated Monte Carlo simulation  Accelerate delayed projects by evaluating and comparing recovery scenarios  Standardize and govern schedule submissions across primes, subcontractors, and internal teams Key Features:  500+ configurable schedule quality metrics  Forensic schedule comparison and half-step delay analysis  AI-driven risk identification and mitigation recommendations  Integrated cost + schedule Monte Carlo risk modeling  Contract-aware Delay Penalty modeling with configurable LD caps  Acceleration, compression, and recovery scenario modeling  Automated schedule submittal portal with instant scoring and feedback  Portfolio-level quality dashboards and trend analysis  Export of risk-adjusted schedules back to P6, Open Plan, MS Project, Phoenix, and PowerProject Why project-driven organizations choose Acumen:  A complete schedule and risk workflow in one suite. Acumen Fuse diagnoses quality, Risk/360 quantifies and reduces risk, and Touchstone governs submissions — replacing fragmented point tools with a single lifecycle.  AI you can trust — transparent and explainable. Dela identifies risks based on project type, logic, and historical patterns, then validates every output through Monte Carlo simulation so teams can defend their forecasts.  Contract-aware risk modeling that no other competitor can offer out-of- the -box. Acumen Risk/360 includes a configurable Delay Penalty risk type with LD caps, letting teams model liquidated damages inside their cost and schedule simulations.  Faster reviews, fewer surprises. Acumen Touchstone automates schedule scoring using Fuse metrics and enforces consistent acceptance criteria — with teams reporting a 35% productivity improvement. Used by: Government contractors in aerospace and defense, A&E firms, construction companies, EPC organizations, and energy and infrastructure teams that manage complex, multi-stakeholder schedules under regulatory or contractual oversight. Customers include organizations like Sydney Metro, Okland Construction, RS&H, Stevens Engineers & Constructors, and TC Energy.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Deltek Acumen?

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

#### Who Is the Company Behind Deltek Acumen?

- **Seller:** [Deltek](https://www.g2.com/sellers/deltek)
- **Year Founded:** 1983
- **HQ Location:** Herndon, VA
- **Twitter:** @Deltek  
6,574 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=958c4daad13b3f388e84895516e4bbb91fcac55b1ad5c1e3a86b8af357adbfba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163414%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,828 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of Deltek Acumen?

**["Good for programme review"](https://www.g2.com/survey_responses/deltek-acumen-review-9816499)**

**Rating:** 5.0/5.0 stars

_— Feby M._

[Read full review](https://www.g2.com/survey_responses/deltek-acumen-review-9816499)

**["robust, complete project management platform"](https://www.g2.com/survey_responses/deltek-acumen-review-9075847)**

**Rating:** 4.5/5.0 stars

_— Sapna N._

[Read full review](https://www.g2.com/survey_responses/deltek-acumen-review-9075847)

### [DPMX](https://www.g2.com/products/dpmx/reviews)

DPMX: An R&D Portfolio Management System

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate DPMX?

- **Optimization:** 7.5/10 (Category avg: 8.4/10)
- **Alignment:** 5.8/10 (Category avg: 8.5/10)
- **Performance:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind DPMX?

- **Seller:** [Syncopation](https://www.g2.com/sellers/syncopation)
- **Year Founded:** 1994
- **HQ Location:** Bangor, Maine
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2e12292e796408feca5c78dc9cb73efe58366d3493f651f114f98e1f0da476de&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsyncopation-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

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

**["Very useful software"](https://www.g2.com/survey_responses/dpmx-review-4165566)**

**Rating:** 5.0/5.0 stars

_— Srikanth K._

[Read full review](https://www.g2.com/survey_responses/dpmx-review-4165566)

**["Good application but chance of improvement"](https://www.g2.com/survey_responses/dpmx-review-3742771)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/dpmx-review-3742771)

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

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

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

Sensei PPM Jumpstart provides a cost effective way for any size organisation to get full PPM functionality in a matter of weeks so your team can successfully create, plan, and collaborate on projects.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

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

- **Has the product been a good partner in doing business?:** 10.0/10 (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 Empower PPM?

- **Seller:** [Sensei Project Solutions](https://www.g2.com/sellers/sensei-project-solutions)
- **HQ Location:** Melbourne, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5cd56c6be38cb5d4156ec21934cd592577a7c561532361cd3af9b6e15a22a917&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsensei-consulting%2F&secure%5Burl_type%5D=linkedin_company_website)  
89 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Great use of company resources"](https://www.g2.com/survey_responses/empower-ppm-review-5357117)**

**Rating:** 4.5/5.0 stars

_— Annette C._

[Read full review](https://www.g2.com/survey_responses/empower-ppm-review-5357117)

**["Good software"](https://www.g2.com/survey_responses/empower-ppm-review-5433168)**

**Rating:** 5.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/empower-ppm-review-5433168)

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

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

### [Plane](https://www.g2.com/products/plane-so/reviews)

Plane is the work infrastructure for humans and AI agent era. Cycles, modules, initiatives, teamspaces: the table stakes are here, and you already know how they work. Three things your current tool doesn't do. Projects, wiki, and service requests on one graph. A request becomes an issue becomes a doc, one ID carrying the history across all three. Not three products with a sync between them and a broken trail. Agents as governed actors. Every tool in this category now claims AI. Plane gives agents their own identity, permissions, and audit trail on the same graph you work on, reachable through a REST API and an official MCP server. Every action is attributable. Bring your own models and keep AI inside your perimeter. Deployment is yours. Cloud, self-hosted, or fully air-gapped: same product, same model, same behavior. Self-host and your data stays in your own infrastructure. It is why teams in defense, aerospace, and finance run Plane for work that cannot go down and cannot leak. 50,000+ teams in 63 countries. More than 10,000 companies have switched from Jira, Asana, Linear, and ClickUp. Certified to ISO 27001:2022 and SOC 2 Type 2, and GDPR. Start free on Plane Business: plane.so

**Average Rating:** 4.4/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate Plane?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Plane?

- **Seller:** [Plane Software, Inc.](https://www.g2.com/sellers/plane-software-inc)
- **Company Website:** plane.so
- **Year Founded:** 2023
- **HQ Location:** California and Hyderabad, IN
- **Twitter:** @planepowers  
3,942 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d65553836fb158aed82abc3b23fa769271cc7e0e67f1dbdabcb7e7688764ceeb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanepowers%2F&secure%5Burl_type%5D=linkedin_company_website)  
94 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 81% Small, 19% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **self-hosting freedom** of Plane, enjoying full data control and seamless deployment on private servers.
- Users find Plane’s **ease of use** and intuitive design invaluable for efficient project management and task tracking.
- Users appreciate the **clean and intuitive user interface** of Plane, facilitating easy setup and quick onboarding.
- Users commend the **efficient customer support** from Plane, highlighting warm assistance and effective problem resolution.
- Users value the **effective progress tracking** in Plane, which helps maintain alignment and measure development efforts efficiently.

##### Cons

- Users find the **missing integrations and advanced analytics** to be limitations that affect their workflow with Plane.
- Users express a desire for **limited customization** , wishing for more adaptable fields and reporting options.
- Users find the **complexity** of Plane can be challenging, particularly for those less experienced with technology.
- Users find the **expensive licensing** for advanced analytics and custom issues frustrating and limited.
- Users notice **filtering issues** that can affect counts and suggest clearer guidance to improve the experience.

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

**["Plane Brings Structure and Clarity to Product Execution"](https://www.g2.com/survey_responses/plane-review-11656377)**

**Rating:** 4.5/5.0 stars

_— Mahesh S._

[Read full review](https://www.g2.com/survey_responses/plane-review-11656377)

**["Making Product and Team Workflows Seamless"](https://www.g2.com/survey_responses/plane-review-11532386)**

**Rating:** 5.0/5.0 stars

_— Sivakumar S._

[Read full review](https://www.g2.com/survey_responses/plane-review-11532386)

### [PM3](https://www.g2.com/products/bestoutcome-pm3/reviews)

PM3 is an award-winning PPM tool. The philosophy of PM3 is to always focus on the project and programme outcomes. Whether running a few projects, large transformation programmes, or managing a complex portfolio, PM3, is an easy-to-use PPM tool that always delivers results.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate PM3?

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

#### Who Is the Company Behind PM3?

- **Seller:** [Bestoutcome](https://www.g2.com/sellers/bestoutcome)
- **Year Founded:** 2000
- **HQ Location:** Gerrards Cross, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=63d6ddd1294f4d43ceb26481f43af636f36b42f5309d01a186245993a47285e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbestoutcome&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Medium

#### What Are Recent G2 Reviews of PM3?

**["A great product for portfolio, program and project management"](https://www.g2.com/survey_responses/pm3-review-4450935)**

**Rating:** 5.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/pm3-review-4450935)

**["A great PPM solution for the successful delivery of change"](https://www.g2.com/survey_responses/pm3-review-7837809)**

**Rating:** 5.0/5.0 stars

_— Paul F._

[Read full review](https://www.g2.com/survey_responses/pm3-review-7837809)

### [pmo365](https://www.g2.com/products/pmo365/reviews)

PPM software solution on your Microsoft 365 cloud. Helping businesses gain visibility and control of ALL projects. Fully managed and supported packages specific to your industry, size and maturity — as a monthly service. pmo365 is a Preferred Microsoft Gold Partner. To learn more, please visit: https://www.pmo365.com

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate pmo365?

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

#### Who Is the Company Behind pmo365?

- **Seller:** [pmo365](https://www.g2.com/sellers/pmo365)
- **Year Founded:** 2019
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=99e17b8a48c3d10a06608794f7709b397d07ce74e966a1f3b03b144a1fa0eff3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpmo365%2F&secure%5Burl_type%5D=linkedin_company_website)  
41 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Medium

#### What Are Recent G2 Reviews of pmo365?

**["Best Project Management Tool for Various Organizations"](https://www.g2.com/survey_responses/pmo365-review-8164696)**

**Rating:** 4.5/5.0 stars

_— MAINAK K._

[Read full review](https://www.g2.com/survey_responses/pmo365-review-8164696)

**["Graphical PPM tool"](https://www.g2.com/survey_responses/pmo365-review-4961651)**

**Rating:** 4.5/5.0 stars

_— Stephen C._

[Read full review](https://www.g2.com/survey_responses/pmo365-review-4961651)

#### What Are G2 Users Discussing About pmo365?

- [What is pmo365 used for?](https://www.g2.com/discussions/pmo365-what-is-pmo365-used-for)
- [What is pmo365 used for?](https://www.g2.com/discussions/what-is-pmo365-used-for)

### [PMPeople](https://www.g2.com/products/pmpeople/reviews)

PMPeople is a role-centric, blockchain-enabled Project Portfolio Management (PPM) platform that simplifies and streamlines the management of projects, programs, and portfolios. Designed for Project Management Offices (PMOs), project consultants, and management teams, it offers a collaborative environment that focuses on enhancing governance, fostering trust, and driving efficiency through cutting-edge features. With a core philosophy of replacing rigid processes with seamless people interactions, PMPeople enables organizations to transform ideas into reality while ensuring real-time oversight and transparency. Key Features and Benefits: 1. Role-Centric Collaboration Each role (PMO, Portfolio Manager, Program Manager, Project Manager, Team Member, etc.) is supported with tailored tools and workflows. Facilitates focused, role-specific collaboration without unnecessary complexity. 2. Blockchain-Enabled Transparency Ensures trust and integrity by providing immutable records of all project-related activities. Creates a tamper-proof audit trail, improving accountability among stakeholders. 3. AI-Powered Insights Predictive analytics for resource allocation, risk management, and project forecasting. Provides real-time updates and actionable insights to improve decision-making. 4. Mobile Governance Allows executives and project managers to monitor, control, and collaborate on projects from anywhere with a mobile-friendly interface. 5. Simplified Onboarding Processless learning approach makes the platform easy to adopt, reducing the steep learning curve typical of many PPM tools. 6. Comprehensive PPM Suite Supports predictive, agile, and hybrid methodologies, making it adaptable to various industries and project types. Includes capabilities for managing tasks, tracking budgets, monitoring risks, and analyzing performance across portfolios. Who is PMPeople For? PMPeople is tailored for: PMOs: To improve governance and align projects with organizational objectives. Project Consultants: To provide an easy-to-use platform for managing client projects. Executives and Management Teams: To ensure cost-efficiency, visibility, and real-time updates on project statuses. Team Members: To collaborate efficiently and focus on delivering results. Why Choose PMPeople? Trust Built with Blockchain: Transparency and accountability in every interaction. Real-Time Project Visibility: Instant insights into project progress and performance. AI-Driven Efficiency: Automation of repetitive tasks, smarter resource allocation, and better forecasting. Simplified Collaboration: Role-based interfaces reduce confusion and enhance team productivity. PMPeople empowers organizations to deliver consistent project success by focusing on the intersection of people, processes, and technology. It's the go-to solution for modern, trust-driven, and dynamic project environments.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate PMPeople?

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

#### Who Is the Company Behind PMPeople?

- **Seller:** [Hexagreen Consultancy](https://www.g2.com/sellers/hexagreen-consultancy)
- **Year Founded:** 2015
- **HQ Location:** Ahmedabad, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cce62ebe622ce4e653bc80ad187b4bd7119f6706993d4b37473fe6bce7e18018&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpmpeople&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **effective communication** of PMPeople, enhancing project visibility and resource management among stakeholders.
- Users find **simple onboarding** and an intuitive interface make learning PMPeople effortless and efficient.
- Users appreciate the **ease of use** of PMPeople, finding it accessible and effective for project communication and resource control.
- Users value the **efficiency** of PMPeople in communicating project status and dynamically controlling resources.
- Users value the **intuitive interface** of PMPeople, facilitating easy onboarding and seamless collaboration.

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

**["Excellent Project Portfolio Management tool"](https://www.g2.com/survey_responses/pmpeople-review-10564205)**

**Rating:** 5.0/5.0 stars

_— Marlon R._

[Read full review](https://www.g2.com/survey_responses/pmpeople-review-10564205)

**["Complete and Reliable PPM Solution"](https://www.g2.com/survey_responses/pmpeople-review-10529880)**

**Rating:** 5.0/5.0 stars

_— Verified User in Consulting_

[Read full review](https://www.g2.com/survey_responses/pmpeople-review-10529880)

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- [Project Management](/categories/project-management)
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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.