# Best Project and Portfolio Management Software - Page 9 ## 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** ### Malbek Malbek is a comprehensive contract lifecycle management (CLM) solution designed to streamline and enhance the contracting process for large enterprises and fast-growing businesses. By providing an end-to-end platform, Malbek eliminates the challenges associated with manual and disjointed contracting, allowing organizations to manage their contracts more effectively. The solution is built on a secure and scalable infrastructure, making it suitable for businesses of varying sizes and complexities. The target audience for Malbek includes legal teams, procurement departments, and business units that require efficient contract management to support their operations. With its user-friendly interface and robust features, Malbek caters to organizations looking to increase top-line revenue, improve operational efficiency, and mitigate risks associated with contract management. Specific use cases include contract creation, approval workflows, and compliance tracking, all of which are essential for maintaining control over contractual obligations and ensuring alignment with business objectives. Key features of Malbek CLM include a powerful contract repository that allows users to search and locate contracts and clauses with ease, akin to the experience of online shopping. This feature significantly reduces the time spent searching for documents, enabling users to focus on more strategic tasks. Additionally, Malbek offers modular and reusable building blocks for contract authoring, which ensures consistency and quality across all documents. Users can create and edit contracts using familiar tools such as MS Word or online editors, making the transition to Malbek seamless. Malbek also enhances the approval process with mobile capabilities and automated reminders, ensuring that contracts are tracked and approved in a timely manner. The platform imposes a superior layer of process governance, reinforcing control across the enterprise and reducing the likelihood of errors or compliance issues. By incorporating pre-approved language and terms, Malbek provides visibility into potentially risky clauses, allowing organizations to proactively manage risk and maintain compliance. Furthermore, Malbek empowers business users to create tailored solutions without the need for coding or IT intervention, redefining simplification in contract management. With out-of-the-box integrations to popular business applications such as Salesforce, Workday, Slack, and Office 365, Malbek facilitates improved collaboration among teams. This seamless flow of contract data between systems contributes to dramatically reduced contract cycle times, ultimately enhancing the overall efficiency of the contracting process. [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=2026-08-02T23%3A27%3A19Z&secure%5Bdisplayable_resource_id%5D=4&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=128660&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=128660&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%3D9&secure%5Btoken%5D=9a4ceca049db72f98d6eb032625afdaafedb9e530ff76e7d827f77339e24ce11&secure%5Burl%5D=https%3A%2F%2Fhubs.li%2FQ04p_stC0&secure%5Burl_type%5D=custom_url) ### [Aidi](https://www.g2.com/products/aidi/reviews) Aidi is an integrated construction project management (PMIS). Centralizing all your data, master each phase and optimize your portfolios in a single space - the essential tool for demanding project owners, both public and private. #### Who Is the Company Behind Aidi? - **Seller:** [Aidi](https://www.g2.com/sellers/aidi) - **Year Founded:** 2012 - **HQ Location:** Montreal, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c2d332e156a08c4abd50a95b407972a5ac005f9b87423c78e6a735de2dc1db44&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faidi-software%2F&secure%5Burl_type%5D=linkedin_company_website) 57 employees on LinkedIn® ### [audein](https://www.g2.com/products/audein/reviews) Audein provides IT consulting, software implementations, and system integration services to midsize and enterprise technology firms in the United States. #### Who Is the Company Behind audein? - **Seller:** [Audein](https://www.g2.com/sellers/audein) - **Year Founded:** 2009 - **HQ Location:** Katy, US - **Twitter:** @Audeinllc 8 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=85947a132110175b386a13619eab191c1de3cf1d498b4d96b2dc19de31ece9f1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3755924&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Bonsai](https://www.g2.com/products/bonsai/reviews) Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them. **Average Rating:** 4.3/5.0 **Total Reviews:** 100 #### How Do G2 Users Rate Bonsai? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10) #### Who Is the Company Behind Bonsai? - **Seller:** [Bonsai (YC W16)](https://www.g2.com/sellers/bonsai-yc-w16) - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @bonsaiinc 3,038 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b38d0f7036e5aae4771034a2d2363bbf2078d06e3ca9949e803bb4db2e05cfc2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6591614%2F&secure%5Burl_type%5D=linkedin_company_website) 41 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Design - **Company Size:** 94% Small, 1% Large #### What Do G2 Reviewers Say About Bonsai? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Bonsai, enjoying streamlined management of proposals, invoices, and payments all in one place. - Users value the **all-in-one invoicing management** of Bonsai, streamlining proposals, payments, and business operations efficiently. - Users appreciate the **all-in-one invoice management** of Bonsai, simplifying proposals, payments, and overall business processes. - Users value the **time-saving features** of Bonsai, enabling efficient management of proposals, invoices, and tracking in one place. - Users value the **time tracking** feature of Bonsai, enhancing project management and streamlining their business operations. ##### Cons - Users note the **missing features** , such as contact export options and a mobile app, affecting overall satisfaction. - Users find Bonsai **expensive compared to alternatives** , often paying for features they don't use and lacking customization options. - Users face **integration issues** with Bonsai, particularly affecting scheduling and timezone management for global teams. - Users find **limited customization** in Bonsai's packages, making it challenging to tailor the service to specific needs. - Users find Bonsai's **limited features** restrictive, often missing vital tools while paying for unnecessary options. #### What Are Recent G2 Reviews of Bonsai? **["Great Accounts/CRM/collab solution for micro and small businesses"](https://www.g2.com/survey_responses/bonsai-review-9713271)** **Rating:** 5.0/5.0 stars _— Anita Q._ [Read full review](https://www.g2.com/survey_responses/bonsai-review-9713271) **["A love hate relationship I love to hate"](https://www.g2.com/survey_responses/bonsai-review-10245202)** **Rating:** 5.0/5.0 stars _— Braden E._ [Read full review](https://www.g2.com/survey_responses/bonsai-review-10245202) #### What Are G2 Users Discussing About Bonsai? - [What is Bonsai for freelancers?](https://www.g2.com/discussions/what-is-bonsai-for-freelancers) - [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment - [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment - [What is Bonsai software?](https://www.g2.com/discussions/what-is-bonsai-software) - 2 comments ### [Clarity by Rego](https://www.g2.com/products/clarity-by-rego/reviews) Clarity by Rego is the ultimate solution for managing projects, portfolios, and resources with precision and ease. Built on the award-winning Clarity platform, it combines unmatched power, flexibility, and simplicity to help teams deliver strategic results with confidence. Trusted by Fortune 100 companies and ranked a top performer by analysts like Gartner and Forrester, Clarity simplifies the complex. It empowers teams to align resources, prioritize work, and stay on track—no matter the size or scope of the initiative. From real-time insights and resource management to customized reporting and seamless integrations, Clarity provides everything you need to manage tactical projects and multi-year strategies alike. With Clarity by Rego, organizations across industries—from healthcare to manufacturing—are transforming the way they work. Experience accelerated deployment, intuitive usability, and the ability to deliver measurable value at every stage of your projects. Get started today and see why Clarity by Rego is the smarter choice for PPM. #### Who Is the Company Behind Clarity by Rego? - **Seller:** [RegoConsulting](https://www.g2.com/sellers/regoconsulting) - **Year Founded:** 2007 - **HQ Location:** Centerville, US - **Twitter:** @regoconsulting 813 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e64b4f80f79ca8ac7cd15f7c10b60366baf4c484c9024a9cd7b87eb723d9b072&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frego-consulting%2F&secure%5Burl_type%5D=linkedin_company_website) 247 employees on LinkedIn® ### [Completix](https://www.g2.com/products/completix/reviews) The easiest and most innovating Data-Driven Project Portfolio Management (PPM) platform for Structured Project Deliveries. Completix provides an easy-to-use cloud platform for managing projects, tracking, and reporting that allows you to spend minutes, instead of days, to identify trends and issues. Gain real-time visibility over your project portfolio, foster collaboration, and ensure governance. #### Who Is the Company Behind Completix? - **Seller:** [Completix](https://www.g2.com/sellers/completix) - **Year Founded:** 2016 - **HQ Location:** Oakville, CA - **Twitter:** @completixPM 1 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=71e0cd1974b77500e7bbd511d803c52b342e989c6bbc9a58c4e5f7b9f8ac79ae&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcompletix%2F&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® ### [Engenion](https://www.g2.com/products/engenion/reviews) Engenion – The Intelligent Solution for Project Portfolio Management Engenion is an AI-powered PPM software designed to help businesses plan, manage, and optimize complex development projects with ease. By leveraging advanced technology, Engenion ensures maximum transparency, efficiency, and data-driven decision-making throughout every project phase. Key Features & Benefits: ✅ Real-Time Transparency: Keep track of project progress, resources, and budgets at all times. ✅ AI-Driven Analytics: Gain precise forecasts and actionable insights for smarter decision-making. ✅ Automated Risk Management: Identify bottlenecks early and receive proactive recommendations. ✅ Optimized Resource Planning: Ensure efficient allocation of personnel and budgets. ✅ Flexibility & Scalability: Modular and adaptable to various industries and business sizes. ✅ Seamless Integration: Easily connects with existing IT systems and project management tools. With Engenion, companies gain full control over their projects and enhance the efficiency of their development processes. Book a demo today and experience the future of project management! #### Who Is the Company Behind Engenion? - **Seller:** [GFT Technologies](https://www.g2.com/sellers/gft-technologies) - **Year Founded:** 1987 - **HQ Location:** Singapore, SG - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7a8f40cecb4f587e97df479f55e08cf5694ae90518d4f2d30abb8e05044091c8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgft-technologies-apac-gcc%2F&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® ### [FAST](https://www.g2.com/products/firewood-fast/reviews) FAST is a comprehensive SaaS platform that enables organisations to streamline their assurance management processes. Designed to eliminate reliance on scattered spreadsheets and manual processes, FAST offers: - Access to industry best-practice assurance frameworks and templates: Ready to deploy and fully customisable to your organisation's needs - A complete online assurance workflow: From review initiation and document analysis to interviews and real-time collaboration, all within one application - Centralised coordination of review tasks: Assign activities, monitor progress, track findings and generate board-quality reports - AI-enhanced capabilities: Generate executive summaries, auto-produce findings and access to predictive analytics to anticipate key risks and milestones - Customisable dashboards and analytics: Monitor performance, trends and areas for improvement Underpinned by patented technology, FAST is a world-first solution that sets it apart as a unique and differentiated offering in the assurance management market. #### Who Is the Company Behind FAST? - **Seller:** [Firewood](https://www.g2.com/sellers/firewood) - **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=16ba9c7a594ba5055acd887ca8f80f5c202e08c912002476fa33fdc15366c5ac&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffirewood-ltd&secure%5Burl_type%5D=linkedin_company_website) 21 employees on LinkedIn® ### [FlowSync PM](https://www.g2.com/products/flowsync-pm/reviews) FlowSync PM is a bilingual (English/Spanish) project and PMO management platform with automatic earned value management. Its AI builds projects from Word, Excel, and PDF documents — including scanned files (OCR): a vendor quote becomes a purchase-order record, a photographed receipt becomes a drafted expense on the right budget line. The platform includes Gantt with critical path and baselines, risk registers, change control, decision and lessons-learned logs, governance documents, and AI-generated status reports written natively in Spanish or English. Microsoft 365 integration provides a project Smart Inbox and OneDrive/SharePoint document import. Free 2-month trial with no credit card required. Starter $19/user/mo; Business $39/seat + $20 per 10 contributors; Enterprise custom. Made in Puerto Rico. #### Who Is the Company Behind FlowSync PM? - **Seller:** [Flow Sync PM](https://www.g2.com/sellers/flow-sync-pm) - **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=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Intuitix](https://www.g2.com/products/intuitix/reviews) Intuitix is software for making sense of project data, communicating project portfolio impact to relevant stakeholders. It saves time, mitigates risks, and uncovers portfolio insights, leading to optimisations - improving the R.O. I from investments in projects. #### Who Is the Company Behind Intuitix? - **Seller:** [Intuitix Limited](https://www.g2.com/sellers/intuitix-limited) - **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=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [IQ-Insights](https://www.g2.com/products/iq-insights/reviews) IQ-Insights saves hours and gives every stakeholder instant, AI-powered access to schedule data—on web or mobile—whether it’s update comparisons, DCMA checks, EVM, S-curves or simple progress updates. All in plain language, with no data wrangling across tools or dashboards. For Owners: IQ delivers AI-powered schedule intelligence tailored for Owners—enabling real-time forecasting, risk mitigation, contractor accountability, EVM tracking, and change control with plain-language Q&A . → Gain confidence in forecasting, ensure accountability, and stay ahead of delays. For Contractors: IQ boosts visibility and productivity with schedule health monitoring, progress tracking, delay detection, and automated EVM/resource insights . → Reduce admin overhead, avoid claims, and drive field-to-office alignment. #### Who Is the Company Behind IQ-Insights? - **Seller:** [Instinctiq](https://www.g2.com/sellers/instinctiq) - **Year Founded:** 2023 - **HQ Location:** Wilmington, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a2c28cd5f4777545ad384e66132b572a1dda878021cb7d85c73f41f09095b883&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finstinctiq%2F&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® ### [KANAP](https://www.g2.com/products/kanap/reviews) KANAP is built by a practicing CIO who spent years managing IT departments with tools that weren't built for the job. So he built the one he always wished existed, designed for CIOs, IT managers, and their teams. Key Features - Budget management that handles the real complexity: multi-company, multi-country, multi-currency, OPEX and CAPEX, with pre-built reports ready for budget reviews. - A complete portfolio funnel from request scoring to delivery, with automatic roadmap generation based on priorities and team capacity. - Enterprise architecture documentation with one-click interactive maps of your applications, infrastructure, and interfaces, always up to date. What it solves: Most IT departments run on a mix of disconnected tools, spreadsheets, and/or overpriced enterprise platforms. KANAP replaces all of that with one integrated platform where budgets, projects, and architecture are connected. Every decision is backed by real data. #### Who Is the Company Behind KANAP? - **Seller:** [KANAP](https://www.g2.com/sellers/kanap) - **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=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Keto Platform](https://www.g2.com/products/keto-platform/reviews) Keto AI+ Platform: Align Strategy with Execution Keto AI+ Platform is a comprehensive Strategic Portfolio Management (SPM) solution that centralizes all your strategic initiatives, projects, investments, and resources into one unified hub. By connecting high-level strategy with on-the-ground execution, it gives decision-makers a panoramic view of how every effort contributes to overarching business objectives. With Keto AI+, innovation pipelines, R&D projects, and operational programs stay aligned with your organization's strategic vision. AI-Driven Insights Keto AI+ employs artificial intelligence to provide actionable insights for smarter portfolio decisions. Its AI analytics monitor performance in real time – forecasting outcomes, flagging potential risks, and recommending optimal resource allocation. Advanced "what-if" scenario planning and predictive modeling enable teams to evaluate options and make confident, data-driven decisions. The platform even offers AI-generated dashboards and natural-language reports that transform complex data into easy-to-understand visuals. No-Code Customization Adapt Keto AI+ to your unique processes with ease. Its drag-and-drop workflow designer lets you model custom pipelines for any initiative – from innovation funnels to public sector programs – with zero coding. Define your own stages, data fields, and approval rules, and automate routine steps like notifications or handoffs. This flexibility empowers teams to refine and evolve their portfolio processes on demand, without waiting on IT. Real-Time Reporting and Interactive Dashboards Get instant visibility into portfolio progress through Keto’s real-time dashboards and reports. The platform delivers rich visualizations – from heatmaps to agile Kanban boards and timeline roadmaps – so every stakeholder can drill into the data that matters. Need to brief leadership or team members? Generate up-to-date status reports on the fly, or export polished presentations (Excel, Word, PowerPoint) with a click. By automating these tasks (some organizations have reduced manual reporting by 90%), Keto AI+ frees your team to focus on driving results instead of preparing documents. Seamless Integration and Security Keto AI+ works effortlessly with your existing software ecosystem. Its open REST API and pre-built connectors integrate with your ERP, project management, HR, and CRM systems, establishing Keto as a single source of truth. The platform also meets strict enterprise security and compliance standards – offering single sign-on (SSO), multi-factor authentication, and encryption – so your data remains safe. Because Keto AI+ runs on a secure, scalable cloud infrastructure, it supports any number of users while maintaining high performance and data integrity. Scalable Across Industries Designed to scale, Keto AI+ supports organizations of all sizes in any sector. Its flexibility allows it to fit environments ranging from global enterprises and fast-paced R&D labs to government agencies. No matter your industry, every initiative can be aligned with strategy and deliver tangible results. Keto AI+ is trusted by leading innovators worldwide to achieve faster time-to-market, significant cost savings, and a higher Return on Innovation. Aligning Strategy with Execution Keto AI+ transforms how organizations execute strategy by providing a single, intelligent workspace for planning, tracking, and optimizing strategic initiatives. It keeps everyone focused on what matters most, and doesn’t just monitor progress – it improves it with AI-driven insights and automation. The result is an agile, transparent culture where every project is geared for strategic impact. With Keto AI+, every investment in your portfolio drives your organization forward. #### Who Is the Company Behind Keto Platform? - **Seller:** [Keto Software](https://www.g2.com/sellers/keto-software) - **Year Founded:** 2003 - **HQ Location:** Hyvinkää, FI - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c8b690c0aff975c6e778380a8927dd1cb1399d1c296af09dd46edd7efeb57bfc&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fketo-software&secure%5Burl_type%5D=linkedin_company_website) 24 employees on LinkedIn® ### [Mindfuel](https://www.g2.com/products/mindfuel/reviews) Mindfuel empowers business and data teams to discover and prioritize the most impactful use cases by evaluating them against company goals. It is a data and AI impact management platform that connects data and analytics products to business opportunities to enhance decision-making and streamline resource allocation, ensuring each product, from concept to initiative, demonstrates measurable value, and business impact. It creates a culture of transparency and strategic foresight, gathers all data products and use cases in a single source of truth for improved discovery and data product reuse, ensuring value generation, and visibility throughout the entire lifecycle from idea conception to adoption. #### Who Is the Company Behind Mindfuel? - **Seller:** [Mindfuel](https://www.g2.com/sellers/mindfuel) - **Year Founded:** 2019 - **HQ Location:** München, DE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6134bfdc82f3241f5bca0d23f6f3be5ed3d3e7fa97d96773c3f474e4bda043d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmindfuelai%2F&secure%5Burl_type%5D=linkedin_company_website) 32 employees on LinkedIn® ### [One24](https://www.g2.com/products/one24/reviews) A complete software program created to enhance and streamline different IT organizational operations **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate One24? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) #### Who Is the Company Behind One24? - **Seller:** [One24](https://www.g2.com/sellers/one24) - **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=4538b8e887f2bc6a25968565f310080b0a0258cdbad5b3ce1ea09c937c820acc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fone24-co&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Do G2 Reviewers Say About One24? _AI-generated summary from verified user reviews_ ##### Cons - Users face significant **integration issues** with One24, as it lacks connections to other platforms. #### What Are Recent G2 Reviews of One24? **["Help to Mange my organization."](https://www.g2.com/survey_responses/one24-review-10246771)** **Rating:** 5.0/5.0 stars _— Divyanshu S._ [Read full review](https://www.g2.com/survey_responses/one24-review-10246771) ### [OpenPPM](https://www.g2.com/products/openppm/reviews) Talaia OpenPPm is an open source solution that manage projects, programs and portfolios in line with the standards of PMI **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### Who Is the Company Behind OpenPPM? - **Seller:** [SM2 Software & Services S.A.](https://www.g2.com/sellers/sm2-software-services-s-a) - **Year Founded:** 2012 - **HQ Location:** Palma de Mallorca, ES - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4fffb1c803fbcae9f85e1e9da5d279363670cc704bee638e2ea278072d68c8e1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5013322%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of OpenPPM? **["TALAIA OpenPPM is Awesome"](https://www.g2.com/survey_responses/openppm-review-700745)** **Rating:** 5.0/5.0 stars _— Jason T._ [Read full review](https://www.g2.com/survey_responses/openppm-review-700745) #### What Are G2 Users Discussing About OpenPPM? - [What is OpenPPM used for?](https://www.g2.com/discussions/openppm-what-is-openppm-used-for) - [What is OpenPPM used for?](https://www.g2.com/discussions/what-is-openppm-used-for) - [‹ Prev‹ Prev](/categories/project-and-portfolio-management?order=g2_score&page=8#product-list) - [1](/categories/project-and-portfolio-management?order=g2_score#product-list) - [2](/categories/project-and-portfolio-management?order=g2_score&page=2#product-list) - … - [5](/categories/project-and-portfolio-management?order=g2_score&page=5#product-list) - [6](/categories/project-and-portfolio-management?order=g2_score&page=6#product-list) - [7](/categories/project-and-portfolio-management?order=g2_score&page=7#product-list) - [8](/categories/project-and-portfolio-management?order=g2_score&page=8#product-list) - 9 - [10](/categories/project-and-portfolio-management?order=g2_score&page=10#product-list) - [11](/categories/project-and-portfolio-management?order=g2_score&page=11#product-list) - [Next ›Next ›](/categories/project-and-portfolio-management?order=g2_score&page=10#product-list) Spotlight Categories [Expense Management Software](https://www.g2.com/categories/expense-management) [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) [Online Backup Software](https://www.g2.com/categories/online-backup) [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) [Communication Platform as a Service (cPaaS) Platforms](https://www.g2.com/categories/communication-platform-as-a-service) Similar Categories - [Capital Project Management](/categories/capital-project-management) - [Earned Value Management](/categories/earned-value-management) - [Kanban Project Management](/categories/kanban-project-management) - [Project Collaboration](/categories/project-collaboration) - [Project Cost Management](/categories/project-cost-management) - [Project Management](/categories/project-management) - [Project Management Tools](/categories/project-management-tools) - [Resource Management](/categories/resource-management) - [Stakeholder Relationship Management Software](/categories/stakeholder-relationship-management-software) - [Strategic Planning and Execution](/categories/strategic-planning-and-execution) - [Strategic Portfolio Management](/categories/strategic-portfolio-management) - [Task Management](/categories/task-management-software) - [Work Management](/categories/work-management) [Browse Project and Portfolio Management Themes](/categories/project-and-portfolio-management/themes) ![Subhransu Sahu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Subhransu Sahu") SS Researched and written by [Subhransu Sahu](https://research.g2.com/insights/author/subhransu-sahu) Updated October 3, 2024 Project and portfolio management (PPM) software manages project portfolios and the projects associated with each portfolio. PPM software is used to organize resources and activities across multiple project portfolios as well as maintain interdependencies between portfolios. Companies use PPM solutions to optimize their project portfolios and maximize revenues and return on investment. PPM software is implemented by professional services and project management teams and is mostly used by project controllers and project managers. This type of software can also be used by any other internal or external users involved in delivering projects that are part of the portfolio of the company. PPM is delivered as a standalone software solution, but does not always include extensive project management features. Some vendors provide separate solutions for portfolio management and project management, which can also be implemented as a suite. PPM products integrate with [accounting software](https://www.g2.com/categories/accounting) and [ERP systems](https://www.g2.com/categories/erp-systems), which allow companies to track costs by portfolio. To qualify for inclusion in the Project and Portfolio Management category, a product must: - Define different types of portfolios and the associated projects - Manage dependencies between portfolios and projects - Allocate resources across multiple portfolios and projects - Identify the optimal portfolio mix to achieve business goals - Monitor the business performance of all portfolio types - Address and mitigate project risks related to portfolios Show More * * * ## How Do You Choose the Right Project and Portfolio Management Software? ### What You Should Know About Project and Portfolio Management Software ### What is Project and Portfolio Management Software? As opposed to project management software which focuses mostly on execution, project and portfolio management (PPM) software helps companies create and implement strategies for project portfolios. A portfolio is a mix of interrelated projects, meaning they have a similar scope and shared resources. For instance, an architecture, engineering, and construction (AEC) company may have three portfolios: one for architecture and design, another one for civil and industrial engineering projects, and a third for residential and commercial construction. Each portfolio may include dozens or hundreds of projects which need to be managed and monitored as a whole. The high number of projects that are part of a portfolio makes it difficult for companies to plan, allocate resources, execute, and monitor performance. Typical project management software is used to manage individual projects but usually doesn’t include robust features for portfolio management. Key Benefits of Project and Portfolio Management Software - Customer experience and satisfaction are essential to companies focused on delivering projects. Customer loyalty is achieved only when the company constantly delivers good quality work at reasonable prices. Project quality is difficult to manage across multiple portfolios and PPM helps to address this challenge. - Project and portfolio visibility allow stakeholders across the company as well as partners and customers to track milestones, deliverables, and identify potential issues. While tracking individual projects is relatively easy, only PPM software is able to monitor hundreds of projects simultaneously. Also, since the projects in a portfolio are interrelated, unexpected changes in one task may propagate across multiple projects and harm the entire portfolio. - Tracking costs and profitability avoids unnecessary spending, compares estimated and actual costs, and provides insights on how to improve revenues. There are many costs related to project portfolios (resources, contractors, labor, etc.), and each one of them needs to be monitored closely. At the project level or for each task, the expenses may seem insignificant; but when analyzed by portfolio, they may accumulate into a noteworthy amount. - Improves business agility and accelerates project delivery across a company or group of companies. Agility helps companies adapt to customer demand and market changes, and improved deliverability makes the business more efficient. ### Why Use Project and Portfolio Management Software? The main benefit of PPM platforms is their ability to manage portfolios of numerous projects and maintain the relationships between them. This helps companies plan and execute dozens or hundreds of projects simultaneously. Additional benefits of PPM software include the following: **Collaboration across projects and portfolios —** Collaboration between multiple teams and external stakeholders is difficult without robust software. PPM systems allow everyone involved in projects to communicate and share data without overwhelming them with unnecessary information. **Analytics and performance —** Portfolios of projects are the main revenue driver for many professional services providers and their performance directly impacts profitability. It is therefore essential that companies use analytics to track portfolio performance, identify bottlenecks and risks, and find opportunities for improvement. **Strategic alignment across the company —** Medium and large companies tend to be bureaucratic and rigid, negatively impacting the performance of the business. PPM provides features to define and monitor common goals which improves business alignment and company performance. ### Who Uses Project and Portfolio Management Software? PPM software can be used by anyone in the company and even by external users such as partners and customers. It is therefore critical to clearly define user roles and access rights to protect intellectual property, confidential data, and the privacy of all the parties involved. **Head of project management office (PMO) —** A PMO is a team or department within a company that defines and implements standards for project management. For large companies, PMO employees also need to create standards for project portfolios. Once created, the standards are enforced across the company to ensure compliance and communication with customers and partners. PPM standards need to be updated regularly to keep up with changing regulations. PMO teams also use PPM software to monitor how standards are implemented and take corrective actions when required. **Project managers —** Project managers use PPM to plan and execute projects that are part of various portfolios. They also need to ensure that everyone working on a project follows the standards defined by the PMO department. Project managers also use PPM to maintain direct communications with customers, identify risks, and escalate issues to managers and executives. **Executives —** Managers and executives benefit from data analysis, reporting, and dashboards that provide information on the status of projects, associated costs, risks, and compliance. Data is also used to identify how to optimize portfolios as well as new business opportunities. Also, historical project portfolio information is the starting point of any budgeting and forecasting activity. **Partners and contractors —** Large portfolios of projects often require the involvement of third-party companies, vendors, suppliers, and independent contractors. Companies are also partnering with freelancers increasingly when it is too expensive to hire and train employees for tasks that aren’t critical for project success. All these external stakeholders need to access project and portfolio information, ideally through a portal rather than documents and spreadsheets. Companies need to be careful to protect their intellectual property and customers’ privacy when sharing data externally. ### Kinds of Project and Portfolio Management Software There aren’t many PPM solutions available in the market and buyers only have a few delivery options to choose from. **Best of breed —** Refers to a single integrated solution that delivers all functionality to manage portfolios and associated projects. While all best-of-breed PPM software delivers robust portfolio features, the level of support for project and resource management varies significantly from one product to another. **Suites —** Includes multiple products, one of which focuses on portfolio management. The other products may be used for resource and project management. Companies may choose between buying and using all products together or separately. A PPM suite is advantageous because it provides comprehensive features and a single repository of project portfolio data. **Point solutions —** Such solutions focus on creating and monitoring portfolios and do not include robust features for project management. Integration with project management software is therefore critical to plan and execute projects. It is also important to integrate with project cost management software when this type of functionality isn’t provided. Point solutions for PPM are beneficial for small and medium-sized businesses (SMBs) and small teams of large companies. **Industry-specific PPM —** Includes best practices for complex industries such as energy, aerospace and defense, or for government contractors. This type of software ensures compliance with regulations and industry standards which isn’t always the case for most PPM products. ### Project and Portfolio Management Software Features PPM is more than advanced project management. Its focus is to identify business opportunities, match them with projects and portfolios, and ensure that the company adjusts its portfolios based on market changes. **Portfolio management and monitoring —** Project portfolios are defined based on customer demand and the ability of the company to deliver projects. Since demand changes constantly, portfolios need to be updated to stay relevant. Changes to a portfolio may also be triggered by executive decisions to provide new services or discontinue unprofitable offerings. **Resource planning and allocation —** Capacity planning allows users to identify which resources are available and when. This type of functionality is also leveraged to reallocate resources based on unexpected changes. Any changes must be reflected across the entire project portfolio so that everyone gets a clear picture of their work. **Project management and execution —** Traditional project management software is used to execute individual projects, while PPM allows for the planning and management of portfolios. Ideally, PPM should provide functionality for both project and portfolio management. Project tasks, deadlines, and resources should be consolidated by portfolio. **Project and portfolio risk —** Project risks tend to increase for complex projects and portfolios. PPM identifies and mitigates risk at the portfolio and project level. While some risks are preventable, others may occur unexpectedly, which is why companies define and implement corrective actions. **Collaboration —** Collaboration features vary from simple chat to advanced document management and authoring. For portfolio management, collaboration should allow internal and external users to communicate and share information at each stage of the project. Executives and the PMO team need to work together on defining and aligning business strategies, or on creating budgets and forecasting finances. **Financial analysis —** While PPM does not include accounting features, it provides options to create budgets and monitor project costs. The cost of the resources used to deliver projects represents the majority of the spending on professional services companies. Other costs are expenses for travel and consumables as well as indirect costs for utilities or administration. All these costs need to be allocated to projects and portfolios and analyzed by each team and business unit. Other Features of Project and Portfolio Management Software: [Alignment Capabilities](https://www.g2.com/categories/project-and-portfolio-management/f/alignment), [Lean Management](https://www.g2.com/categories/project-and-portfolio-management/f/lean-management), [Performance](https://www.g2.com/categories/project-and-portfolio-management/f/performance), [Portfolio Mix](https://www.g2.com/categories/project-and-portfolio-management/f/portfolio-mix), [Priorities Capabilities](https://www.g2.com/categories/project-and-portfolio-management/f/priorities), [Risk Analysis](https://www.g2.com/categories/project-and-portfolio-management/f/risk-analysis) #### Additional Project and Portfolio Management Features [**Project portfolio optimization**](https://www.g2.com/categories/project-and-portfolio-management/f/optimization) **—** Like any other product or service, a project portfolio has a lifecycle that starts with inception, followed by testing, deployment, maturity, and ends with obsolescence. To remain competitive, a business should constantly evaluate and improve its portfolios. Even though the main goal is to achieve maximum profitability, decision makers also need to take into account market changes and socio-economic challenges such as automation or climate change. ### Trends Related to Project and Portfolio Management Software **Cloud —** Most PPM products were developed decades ago and are delivered both on premises and in the cloud. While the cloud is gaining traction in the market, many enterprise companies still host and manage the product on their premises. Cloud-native PPM software is mostly used by medium-sized companies that prefer not to invest in hardware and specialized IT personnel. **Work management —** Work management refers to the evolution of project management software to expand outside of its traditional reach. This is done by providing features for employees who are not project managers but are involved in projects. The lines between work management, PPM, and project management are very blurry, so buyers need to be careful when choosing between them. Work management software is rarely a good alternative to PPM because it lacks features for portfolio management but it provides important additional features such as advanced collaboration. **Automation —** Intelligent technologies such as artificial intelligence (AI) or robots have the potential to automate many of the tasks performed using PPM software. At the same time, this type of technology isn’t yet ready to define and monitor business strategies. While project management and execution are very likely to be automated, human involvement will still be essential for portfolio management. **Globalization —** Since PPM is used by enterprise companies with multiple geographical locations, the software should be supported in countries all over the world. This means that PPM needs to comply with a multitude of national and international privacy laws and provide multilingual and multicurrency support. Furthermore, integration with [video conferencing](https://www.g2.com/categories/video-conferencing) and [team collaboration](https://www.g2.com/categories/team-collaboration) software is needed to allow global teams to work together. ### Potential Issues with Project and Portfolio Management Software **Complexity —** PPM includes many features and functions which are be delivered as one single product or as a suite of multiple solutions. As vendors acquired multiple products and tried to integrate them, the result was sometimes a system with inconsistent user experience and complicated workflows. **Cost —** Due to its complexity, PPM software isn’t as affordable as project management. While the new cloud solutions are more accessible, there are extra costs for configuration or customization as well as professional services such as implementation and change management. **Compliance —** Companies using PPM need to ensure that they comply with project management standards as well as regulations to protect privacy and prevent financial fraud. **Flexibility —** While companies using PPM require robust and advanced features, they also need flexible systems that have the potential to adapt to their business. To address this challenge, vendors are trying to offer configurable user interfaces and the ability to modify workflows without disrupting work. ### Software and Services Related to Project and Portfolio Management Software PPM doesn’t include features for front and back office such as accounting or CRM, which are usually provided through integration. [**Project management**](https://www.g2.com/categories/project-management) **—** While PPM usually includes features for project management, they may not always be robust enough and companies may choose to buy separate software to manage projects. Also, deploying PPM in multiple locations is difficult and costly, which is why some teams or departments choose to use project management software instead and integrate it with PPM. [**Professional services automation (PSA)**](https://www.g2.com/categories/professional-services-automation) **—** PSA software doesn’t always include portfolio management functionality, therefore companies that use PSA and PPM need to integrate the two solutions. There are only a few PPM suites that may also be used for front office and back office operations in professional services. [**Strategic planning**](https://www.g2.com/categories/strategic-planning) **—** While PPM manages the strategic project and portfolio planning, it doesn’t always cover the other departments of a company, from sales and marketing to finance and IT. Strategic planning software aligns all teams to ensure that they have common goals and follow corporate strategic plans. [**Process automation**](https://www.g2.com/categories/process-automation) **—** While PPM provides features for workflow management, managing complex business activities may require integration with [business process management](https://www.g2.com/categories/business-process-management) software. Also, companies that want to automate repetitive tasks benefit from using [robotic process automation (RPA)](https://www.g2.com/categories/robotic-process-automation-rpa) software.