# Best Project Management Software for Medium-Sized Businesses - Page 4 ## How Many Project Management Software Products Does G2 Track? **Total Products under this Category:** 705 ### Category Stats (Aug 2026) - **Average Rating:** 4.37/5 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 Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 141,000+ Authentic Reviews - 705+ 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 Management Software ![G2 Grid® for Project Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/project-management/grids.png?focus%5B%5D=650&focus%5B%5D=278&focus%5B%5D=530&focus%5B%5D=16194&focus%5B%5D=82623&focus%5B%5D=25675&focus%5B%5D=36096&focus%5B%5D=1382) Highlighted products: Jira, Asana, Smartsheet, monday AI Work Platform, Notion, ClickUp, Airtable, and Wrike. Underlying data: [Grid® JSON](https://www.g2.com/categories/project-management/grids.json?focus%5B%5D=jira&focus%5B%5D=asana&focus%5B%5D=smartsheet&focus%5B%5D=monday-com&focus%5B%5D=notion&focus%5B%5D=clickup&focus%5B%5D=airtable&focus%5B%5D=wrike&segment=mid-market) **Sponsored** ### Celoxis Celoxis is an all-in-one project management tool with deep, built-in capabilities for projects, resources, financials, and processes. Everything works out of the box, no add-ons or automations needed. Our reports and dashboards are the best in the industry, fully customizable and easy to use. Getting started is easy, our experts set everything up with your workflows and data and walk you through exactly how it works. Zero risk. Zero stress. Just results. Yes, and unlike others, it stays fast as your data grows. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=gdm_share&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=14&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=true&secure%5Bproduct_id%5D=5087&secure%5Bresource_id%5D=14&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproject-management%2Fmid-market%3Fpage%3D4&secure%5Btoken%5D=f142b7e25dbf041c54d285bd9a310f91978ac7fd48392e24506e0b61fe078248&secure%5Burl%5D=https%3A%2F%2Fwww.capterra.com%2Fppc%2Fclicks%2Fcollect%2FCA%2Fdirectory%2F4322eca2-73d3-4a1f-8f66-a6d200b3246c%2Fdestination%3FaffiliateDomain%3Dwww.g2.com%26specificLocation%3Dorganic-g2%26categoryId%3D54bd250a-384e-43a6-8842-a04fbe5323b8%26listingPosition%3D1%26sessionStartPage%3DaHR0cHM6Ly93d3cuZzIuY29tL2NhdGVnb3JpZXMvcHJvamVjdC1tYW5hZ2VtZW50L21pZC1tYXJrZXQ_cGFnZT00%26ts%3D1785718266940%26s%3D3B21AAB531A5217BAC6C2C91CC692C7796FD4101F3E01CD0B7ED7385E71ECD1D&secure%5Burl_type%5D=custom_url) ### [Conceptboard](https://www.g2.com/products/conceptboard/reviews) Conceptboard is the GDPR-compliant online whiteboard that combines visual collaboration with secure task and project management. Built for distributed teams, Conceptboard supports real-time and asynchronous work across locations, time zones, and departments—without compromising on security or usability. Whether you’re brainstorming ideas, mapping strategies, planning projects, or facilitating workshops, Conceptboard offers a visual workspace that turns complexity into clarity. Teams can assign tasks, manage responsibilities, and track progress—all directly on the board. This makes Conceptboard more than just a digital whiteboard: it’s a central hub for visual thinking, team alignment, and execution. Hosted entirely in Germany and certified to ISO 27001, 27017, and 27018, Conceptboard ensures maximum data protection and sovereignty. That’s why it's trusted by enterprises and public sector organizations alike—from the German Federal Chancellery and Ministry of Health to Siemens, Sennheiser, and the U.S. Air Force. With powerful integrations (e.g. MS Teams, Confluence, Webex), customizable templates, moderation tools, and infinite canvas capabilities, Conceptboard adapts to the way your team works—without requiring installation. Use Conceptboard for: Online workshops and remote collaboration Visual task and project management Secure teamwork across public administration and enterprises Agile planning, retros, and roadmapping Interactive meetings and hybrid sessions Join 14M+ users worldwide who collaborate visually, securely, and productively—on a platform designed for digital sovereignty. Conceptboard: The sovereign collaboration platform for secure teamwork at scale. **Average Rating:** 4.6/5.0 **Total Reviews:** 102 #### How Do G2 Users Rate Conceptboard? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Planning:** 9.4/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.5/10 (Category avg: 8.9/10) - **Resource Allocation:** 10.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind Conceptboard? - **Seller:** [Conceptboard](https://www.g2.com/sellers/conceptboard) - **Company Website:** conceptboard.com - **Year Founded:** 2010 - **HQ Location:** Halle (Saale), Sachsen-Anhalt - **Twitter:** @ConceptboardApp 4,908 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8ea8912ef228c0e1c9361cd7e8572940c4a708ef1d987734eb03d55ca4320a2d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2413037%2F&secure%5Burl_type%5D=linkedin_company_website) 84 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Management Consulting - **Company Size:** 56% Small, 25% Large #### What Do G2 Reviewers Say About Conceptboard? _AI-generated summary from verified user reviews_ ##### Pros - Users find Conceptboard highly **easy to use** , enhancing visual collaboration and project management for teams effortlessly. - Users love the **variety of templates** available in Conceptboard, enhancing creativity and making collaboration engaging. - Users appreciate the **user-friendly interface** of Conceptboard, making collaboration and project management intuitive and seamless. - Users love the **customization options** in Conceptboard, making it easy to adapt projects and collaborate effectively. - Users rave about the **easy creation** process in Conceptboard, making collaboration and project management intuitive and fun. ##### Cons - Users report **connectivity issues** during client sessions, causing brief interruptions but are generally satisfied with the product. - Users find Conceptboard's interface **unintuitive and slow** , leading to a frustrating and outdated user experience. - Users find Conceptboard's **lack of intuitiveness** frustrating, as it complicates tasks and diminishes the overall experience. - Users often find the **lagging performance** of Conceptboard frustrating, leading to a subpar user experience overall. - Users face **login issues** that disrupt sessions, yet find the overall experience with Conceptboard enjoyable and secure. #### What Are Recent G2 Reviews of Conceptboard? **["Virtual whiteboard with workshop DNA"](https://www.g2.com/survey_responses/conceptboard-review-11765925)** **Rating:** 4.0/5.0 stars _— Gerald P._ [Read full review](https://www.g2.com/survey_responses/conceptboard-review-11765925) **["Seamless Visual Collaboration and Project Management Excellence"](https://www.g2.com/survey_responses/conceptboard-review-12165852)** **Rating:** 4.5/5.0 stars _— Felice C._ [Read full review](https://www.g2.com/survey_responses/conceptboard-review-12165852) #### What Are G2 Users Discussing About Conceptboard? - [How has Conceptboard supported your remote collaboration efforts, and what features do you rely on most?](https://www.g2.com/discussions/how-has-conceptboard-supported-your-remote-collaboration-efforts-and-what-features-do-you-rely-on-most) - [Who owns Conceptboard?](https://www.g2.com/discussions/who-owns-conceptboard) - [Is Conceptboard an app?](https://www.g2.com/discussions/is-conceptboard-an-app) - [What is Conceptboard?](https://www.g2.com/discussions/what-is-conceptboard) - 2 comments - [How does Conceptboard work?](https://www.g2.com/discussions/how-does-conceptboard-work) - 1 comment ### [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team – so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge – by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome – with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way — and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors — including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability. Leading organizations like Deloitte, Sage, and Hitachi trust Kantata, and our customers consistently achieve a 33% increase in on-time project delivery. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,506 #### How Do G2 Users Rate Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Planning:** 7.9/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.1/10 (Category avg: 8.9/10) - **Resource Allocation:** 7.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? - **Seller:** [Kantata (formerly Mavenlink + Kimble)](https://www.g2.com/sellers/kantata-formerly-mavenlink-kimble) - **Company Website:** kantata.com - **Year Founded:** 2008 - **HQ Location:** Irvine, CA - **Twitter:** @GoKantata 11,518 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97db9ad169234101d5d6a926830c0e5df9f7e4ea5699f6a5fd79e580b8e43837&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgokantata%2F&secure%5Burl_type%5D=linkedin_company_website) 485 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Consultant - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 57% Medium, 30% Small #### What Do G2 Reviewers Say About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **efficiency and simplicity** of Kantata, enhancing their project management and workflow processes effectively. - Users value the **efficient project tracking** of Kantata, enhancing workflow and simplifying resource management processes. - Users appreciate the **user-friendly interface** of Kantata, making it easy to navigate and utilize its features. - Users value the **reporting efficiency** of Kantata, enhancing resource management and project tracking for better decision-making. - Users appreciate the **robust report generation** in Kantata, which enhances project tracking and simplifies financial management. ##### Cons - Users find the **complex usability** of Kantata PSA challenging, particularly regarding navigation and workflow efficiency. - Users face a challenging **learning curve** with the interface and data optimization, necessitating early and ongoing training. - Users find the interface **not intuitive** , making it challenging to track resources and necessary updates efficiently. - Users face **rigid task management** that lacks flexibility, making project tracking and input tedious and time-consuming. - Users find the **lack of customization** challenging, impacting their ability to tailor reports and insights effectively. #### What Are Recent G2 Reviews of Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? **["Amazing Service"](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-3930806)** **Rating:** 4.0/5.0 stars _— Stuart M._ [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-3930806) **["Easy to set up, easy to use... exactly what we needed to drive visibility and consistency."](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-2018590)** **Rating:** 4.5/5.0 stars _— Dan C._ [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-2018590) #### What Are G2 Users Discussing About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? - [How do I effectively manage project budgets using Kantata Professional Services Cloud?](https://www.g2.com/discussions/how-do-i-effectively-manage-project-budgets-using-kantata-professional-services-cloud) - [What is Kantata Cloud for Professional Services (formerly Mavenlink + Kimble) used for?](https://www.g2.com/discussions/what-is-kantata-cloud-for-professional-services-formerly-mavenlink-kimble-used-for) - [What does Mavenlink do?](https://www.g2.com/discussions/what-does-mavenlink-do) - 1 comment - [What is a good project management software?](https://www.g2.com/discussions/kantata-cloud-for-professional-services-formerly-mavenlink-kimble-what-is-a-good-project-management-software) - 1 comment - [How much does MavenLink cost?](https://www.g2.com/discussions/how-much-does-mavenlink-cost) - 1 comment ### [Moovila](https://www.g2.com/products/moovila/reviews) Moovila Perfect Project is an AI-powered project management and automation platform developed by Moovila to help organizations plan, predict, and deliver projects with precision. Built for Managed Service Providers (MSPs), IT service firms, and other project-driven organizations, Moovila enables teams to manage complex, resource-dependent workflows while eliminating uncertainty in project timelines. Unlike traditional project management tools, the platform uses artificial intelligence to dynamically create and maintain optimized project schedules, ensuring that teams can adapt in real time while staying on track for on-time delivery. Moovila is designed for organizations that manage a high volume of concurrent projects, particularly MSPs, consulting firms, and professional services teams that rely on structured workflows and accurate resource planning. Its ideal users are teams working within PSA environments such as ConnectWise PSA, Autotask PSA, and HaloPSA, where alignment between sales, operations, and project delivery is critical. These organizations often face challenges such as missed deadlines, limited visibility into project health, and inefficient resource allocation, all of which Moovila is built to solve through automation and intelligent forecasting. What differentiates Moovila Perfect Project from other platforms is its focus on predictability and real-time intelligence rather than manual tracking. At the core of the platform is its AI-driven Critical Path Engine, which automatically maps task dependencies and continuously recalculates the most efficient path to project completion as conditions evolve. This is paired with real-time risk detection, which monitors projects for potential delays or bottlenecks and proactively alerts teams with recommended actions to mitigate those risks before they impact delivery timelines. Another key advantage of Moovila is its native bi-directional integration with major PSA systems, including ConnectWise PSA, Autotask PSA, and HaloPSA, allowing for seamless, real-time synchronization of project data without the need for middleware or manual data entry. This integration ensures that all teams are working from the same source of truth. In addition, Moovila’s intelligent resource and capacity forecasting capabilities help organizations optimize team utilization by analyzing workloads and availability, preventing overallocation while improving efficiency across projects. The platform also features Smart Scheduling, which automatically generates and adjusts timelines based on real-time inputs, ensuring that project plans remain accurate without constant manual updates. Moovila supports structured, dependency-driven workflows through a waterfall methodology, with optional Gantt chart visualization for teams that require a visual representation of project timelines. Its Project Hub further enhances efficiency by providing a library of pre-built templates, enabling teams to quickly launch standardized, well-structured projects with confidence and consistency. Moovila Perfect Project is used across a variety of use cases, including client project delivery such as onboarding, migrations, and implementations, as well as internal operations management and cross-functional coordination. It is equally effective for both short-term initiatives and long-term strategic projects, making it a flexible solution for organizations that require both structure and adaptability. By automating scheduling, monitoring risks, and optimizing resources, Moovila helps teams stay aligned, accountable, and in control of even the most complex project environments. By combining automation, real-time intelligence, and seamless integration, Moovila Perfect Project enables organizations to move from simply managing projects to delivering them with consistency and precision. **Average Rating:** 4.8/5.0 **Total Reviews:** 51 #### How Do G2 Users Rate Moovila? - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Planning:** 9.3/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.6/10 (Category avg: 8.9/10) - **Resource Allocation:** 9.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind Moovila? - **Seller:** [Moovila](https://www.g2.com/sellers/moovila) - **Company Website:** www.moovila.com - **HQ Location:** Mount Pleasant, South Carolina - **Twitter:** @Moovila\_App 767 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6f3fd23b74e3187ed074a2968aad033a8cf83be177ed0eec833372bdaeca4bea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6596080&secure%5Burl_type%5D=linkedin_company_website) 27 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 53% Small, 40% Medium #### What Do G2 Reviewers Say About Moovila? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **outstanding project management capabilities** of Moovila, enjoying its user-friendly interface and responsive support. - Users find Moovila's **ease of use** remarkable, enhancing project management and simplifying workflow customization seamlessly. - Users value the **automation capabilities** of Moovila, significantly enhancing efficiency and reducing human error in project management. - Users value the **effective project tracking** of Moovila, which enhances resource planning and project management clarity. - Users commend the **outstanding customer support** of Moovila, highlighting their responsiveness and helpfulness throughout the process. ##### Cons - Users find the **limited customization** options in Moovila's interface restrict intuitive use and overall project navigation. - Users experience **integration issues** with Moovila, particularly with platforms like Teams and delayed updates on others. - Users find the **learning curve steep** , making it difficult to navigate and fully utilize Moovila effectively. - Users find Moovila's **limited features** hinder customization, reporting, and usability, making the interface feel clunky and outdated. - Users find Moovila's interface **not intuitive** , with a steep learning curve and overwhelming layout complexity. #### What Are Recent G2 Reviews of Moovila? **["Moovila Streamlines Project Flow, Capacity Planning, and On-Time Delivery"](https://www.g2.com/survey_responses/moovila-review-12992307)** **Rating:** 5.0/5.0 stars _— Erik K._ [Read full review](https://www.g2.com/survey_responses/moovila-review-12992307) **["Seamless ConnectWise Integration and Intuitive UI That Saves Us Time"](https://www.g2.com/survey_responses/moovila-review-13188230)** **Rating:** 4.5/5.0 stars _— Chris S._ [Read full review](https://www.g2.com/survey_responses/moovila-review-13188230) #### What Are G2 Users Discussing About Moovila? - [What is Moovila used for?](https://www.g2.com/discussions/what-is-moovila-used-for) ### [YouTrack](https://www.g2.com/products/youtrack/reviews) YouTrack is a project management tool packed with features that streamline your work and increase productivity on any team project. Track tasks, manage projects, maintain a knowledge base, support your customers, collaborate, and deliver great products. From software development and DevOps to HR and marketing, all kinds of teams can use YouTrack’s functionality. 100K customers in a wide variety of industries around the world – from enterprises to small startups – trust YouTrack to manage their projects. YouTrack free verion is fully-functional and free forever for any team of up to 10 users. YouTrack offers a Cloud or Server version for any number of users and comes with free AI assistance. **Average Rating:** 4.2/5.0 **Total Reviews:** 59 #### How Do G2 Users Rate YouTrack? - **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.9/10) - **Planning:** 7.5/10 (Category avg: 8.8/10) - **Creation & Assignment:** 6.7/10 (Category avg: 8.9/10) - **Resource Allocation:** 6.7/10 (Category avg: 8.4/10) #### Who Is the Company Behind YouTrack? - **Seller:** [JetBrains](https://www.g2.com/sellers/jetbrains) - **Year Founded:** 2000 - **HQ Location:** Prague - **Twitter:** @jetbrains 213,126 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=38aa98843aee51e51c2eda5cdc7b29c3e6a7d48f3897c88088b0af7cfcb6f37d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F12515%2F&secure%5Burl_type%5D=linkedin_company_website) 2,941 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 55% Medium, 35% Small #### What Do G2 Reviewers Say About YouTrack? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **AI-powered issue suggestions** in YouTrack, which significantly enhance productivity and streamline workflow. - Users appreciate the **enhanced automation features** in YouTrack, which significantly reduce manual effort in task management. - Users love the **customizability** of YouTrack, enhancing their workflow and making project management intuitive and efficient. - Users appreciate the **customization options** in YouTrack, enhancing visual planning and streamlining workflow effectively. - Users appreciate the **streamlined interface and enhanced customization** in YouTrack, making project management more intuitive and efficient. ##### Cons - Users experience **dashboard issues** due to limited customization and data visualization, which impacts usability and efficiency. - Users find the **email integration lacking** , which detracts from a seamless workflow experience in YouTrack. - Users find **export issues** with YouTrack, as integration and performance during large project handling are lacking. - Users find the **integration issues** with third-party tools like Slack and Jenkins to be frustrating and disruptive. - Users face a **lack of tools** for better customization and seamless third-party integrations in YouTrack. #### What Are Recent G2 Reviews of YouTrack? **["1 tool to track them ALL."](https://www.g2.com/survey_responses/youtrack-review-12817616)** **Rating:** 4.0/5.0 stars _— Ankush S._ [Read full review](https://www.g2.com/survey_responses/youtrack-review-12817616) **["Bugtracking report makes easier"](https://www.g2.com/survey_responses/youtrack-review-6925228)** **Rating:** 4.0/5.0 stars _— Anil P._ [Read full review](https://www.g2.com/survey_responses/youtrack-review-6925228) #### What Are G2 Users Discussing About YouTrack? - [How do YouTrack an issue on YouTrack?](https://www.g2.com/discussions/how-do-youtrack-an-issue-on-youtrack) - [Is YouTrack open source?](https://www.g2.com/discussions/is-youtrack-open-source) - 1 comment - [Is YouTrack any good?](https://www.g2.com/discussions/is-youtrack-any-good) - 1 comment - [What is YouTrack used for?](https://www.g2.com/discussions/what-is-youtrack-used-for) ### [Resource Management by Smartsheet](https://www.g2.com/products/resource-management-by-smartsheet/reviews) Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multiple teams at once, see the impact of changes to the plan on the overall business, and learn from past projects to make more accurate forecasts. EMPLOYEE TIME TRACKING SOFTWARE YOUR TEAM WILL ACTUALLY USE No more chasing down timesheets. Resource Management by Smartsheet is a simple software makes time tracking painless, so your team members can focus on work priorities. Outcome-focused time tracking options will keep your team happy and projects moving forward. A ROBUST SUITE OF REPORTING TOOLS TO HELP YOUR BUSINESS GROW Get the big picture of your company performance with data you can trust. With highly visual analytics and powerful reporting tools, you can make confident decisions to support your business growth. . . . . . . . . . . . . . . . ABOUT Resource Management by Smartsheet We're on a mission to surface the right information at the right time so everyone across the organization can make more confident decisions. Over 1,000 of the most innovative companies in the world rely on Resource Management by Smartsheet — from growing 10-person software shops, to 100-person teams within global brands, to 1,000+ person professional services firms. Get started with a free trial to see how it works for your team — no credit card required. Our Seattle-based team is here to help. **Average Rating:** 4.0/5.0 **Total Reviews:** 139 #### How Do G2 Users Rate Resource Management by Smartsheet? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Planning:** 8.0/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.5/10 (Category avg: 8.9/10) - **Resource Allocation:** 7.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind Resource Management by Smartsheet? - **Seller:** [Smartsheet](https://www.g2.com/sellers/smartsheet) - **Year Founded:** 2005 - **HQ Location:** Bellevue, WA - **Twitter:** @Smartsheet 26,366 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76edc1e5add1efea54679a7a2f12427f0ba248d86f5969d11ccde60017e80015&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167700%2F&secure%5Burl_type%5D=linkedin_company_website) 4,022 employees on LinkedIn® - **Ownership:** NYSE: SMAR #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Design, Marketing and Advertising - **Company Size:** 51% Small, 40% Medium #### What Do G2 Reviewers Say About Resource Management by Smartsheet? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** in Resource Management by Smartsheet enhances workflow efficiency and simplifies tasks. - Users value the **seamless integrations** of Resource Management, streamlining workflows and enhancing collaboration across tools and projects. - Users value the **intuitive project tracking** features, enhancing visibility over workloads and team commitments seamlessly. - Users value the **automation features** in Resource Management, enhancing efficiency and streamlining project workflows effectively. - Users appreciate the **easy integration** of Resource Management by Smartsheet, enhancing collaboration and streamlining workflows seamlessly. ##### Cons - Users face **access limitations** that hinder workflow, making updates and navigation excessively tedious and frustrating. - Users face **license requirements and reporting constraints** that limit the effectiveness of Smartsheet's resource management features. - Users find **billing issues** frustrating, compounded by the system's high costs and limited functionality for managing tasks. - Users face **inaccurate data** issues due to unreliable time tracking and glitchy scheduling, complicating resource management. - Users find **inadequate reporting** capabilities in Resource Management, leading to challenges in detailed task management. #### What Are Recent G2 Reviews of Resource Management by Smartsheet? **["Effective Resource Planning with Setup Hiccups"](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444)** **Rating:** 4.0/5.0 stars _— Aditya A._ [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444) **["Resource Management tool"](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146)** **Rating:** 4.5/5.0 stars _— Angie L._ [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146) #### What Are G2 Users Discussing About Resource Management by Smartsheet? - [What is Resource Management by Smartsheet used for?](https://www.g2.com/discussions/what-is-resource-management-by-smartsheet-used-for) ### [BQE CORE](https://www.g2.com/products/core-bqe-software-inc/reviews) Designed for and built by Architects , Engineers, Consulting Firms, and Professional Service Practices, BQE CORE is an all-in-one professional services work management platform that enables firms to control every aspect of their operations - project management, project accounting, time & expense, time tracking, billing & invoicing, project-based ERP, professional services automation, and so much more. BQE CORE makes it easier and more profitable to run professional services firms. It organizes information, automates repetitive tasks, and allows your firm to spend more time providing service to your clients instead of managing internal processes. It is built by Architects, Engineers, and CPA's to meet the specific needs of professional services firms. It helps firms bolster their cash flow by expediting their billing process while improving their project management and their ability to analyze performance. BQE CORE utilizes state-of-the-art technologies delivering actionable business intelligence and award winning artificial intelligence including natural language processing and speech recognition. BQE CORE supports a wide range of industries, including architect firms, engineering, legal services and many more. You can access BQE CORE from any browser or mobile device and experience full functionality. The native mobile app includes iPhone and Android devices. CORE also has over 200 report and invoice templates. Invoices for every contract type conceivable. **Average Rating:** 4.3/5.0 **Total Reviews:** 437 #### How Do G2 Users Rate BQE CORE? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Planning:** 8.3/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.5/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind BQE CORE? - **Seller:** [BQE Software, Inc.](https://www.g2.com/sellers/bqe-software-inc) - **Company Website:** www.bqe.com - **Year Founded:** 1995 - **HQ Location:** Torrance, CA - **Twitter:** @bqesoftware 3,923 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7e8822c79adc9b31d814365df7a47771e6b26e5621b043a1ccd9f615d598bb2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F151644%2F&secure%5Burl_type%5D=linkedin_company_website) 410 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Office Manager, Architect - **Top Industries:** Architecture & Planning, Civil Engineering - **Company Size:** 79% Small, 19% Medium #### What Do G2 Reviewers Say About BQE CORE? _AI-generated summary from verified user reviews_ ##### Pros - Users find **BQE CORE's ease of use** to be exceptional, facilitating various business functions seamlessly. - Users appreciate the **intuitive user interface** of BQE CORE, enhancing project management and time tracking efficiency. - Users praise BQE CORE's **efficient invoice management** , enjoying its simplicity and responsive customer support for seamless transactions. - Users praise the **easy invoicing process** in BQE CORE, highlighting its efficiency and helpful customer support. - Users find **time tracking effortless** with BQE CORE, enhancing project management and invoicing capabilities significantly. ##### Cons - Users note that the **slow loading** of BQE CORE can hinder the overall experience, despite its reliability. - Users experience **slow performance** with BQE CORE, noting lag and refresh needs, despite its reliability. - Users find the **learning difficulty** frustrating due to complicated navigation and cumbersome record management. - Users find the **navigation complex** and scheduling training challenging, impacting their overall experience with BQE CORE. - Users find the **learning curve steep** , making initial navigation and training a challenge for new users. #### What Are Recent G2 Reviews of BQE CORE? **["Good Software"](https://www.g2.com/survey_responses/bqe-core-review-11659639)** **Rating:** 5.0/5.0 stars _— Camilo R._ [Read full review](https://www.g2.com/survey_responses/bqe-core-review-11659639) **["BQE has all of the pieces we were missing!"](https://www.g2.com/survey_responses/bqe-core-review-7306061)** **Rating:** 4.0/5.0 stars _— Verified User in Civil Engineering_ [Read full review](https://www.g2.com/survey_responses/bqe-core-review-7306061) #### What Are G2 Users Discussing About BQE CORE? - [What are the components in a core ERP system?](https://www.g2.com/discussions/what-are-the-components-in-a-core-erp-system) - [What are the 3 most common core ERP components?](https://www.g2.com/discussions/what-are-the-3-most-common-core-erp-components) - [What are two features of a ERP?](https://www.g2.com/discussions/what-are-two-features-of-a-erp) - [What are the main features of ERP?](https://www.g2.com/discussions/bqe-core-what-are-the-main-features-of-erp) ### [Tempo](https://www.g2.com/products/tempo-2026-05-04/reviews) Founded in 2009, Tempo Software is a Jira-native platform for strategic portfolio management, built to help organizations keep strategy, budgets, and delivery aligned as human and AI teams work side by side. Tempo brings together three product lines — Tempo, Strategic Roadmaps, and Structure PPM — into one connected system. Tempo is used by more than 30,000 companies, including one in three Fortune 500 organizations. Tempo's suite of solutions covers the full range of portfolio work, from individual projects to enterprise-wide programs: - Time tracking and financial management tools for logging hours, tracking costs, and managing budgets, capital expense, and operating expense across projects - Capacity and resource planning tools that show team availability, workload, and skill sets in real time, synced directly with Jira sprint data - Portfolio and program management tools that visualize multiple Jira projects, programs, and portfolios in a single, customizable view - Roadmapping tools that create shareable, audience-specific roadmaps for executives, product teams, and customers - Reporting and data visualization tools, including no-code dashboards, Gantt charts, and connectors for BigQuery, Tableau, and Power BI Organizations use Tempo to catch strategic drift before it compounds — the gap that opens up when plans, budgets, and delivery fall out of sync, especially as AI agents take on more work without filing a single status report. Instead of relying on quarterly planning cycles or scattered spreadsheets, planning and portfolio leaders get real-time visibility into where time, budget, and capacity are actually going, so adjustments happen before small gaps turn into missed deadlines or blown budgets. **Average Rating:** 4.4/5.0 **Total Reviews:** 135 #### How Do G2 Users Rate Tempo? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Planning:** 8.3/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.3/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind Tempo? - **Seller:** [Tempo](https://www.g2.com/sellers/tempo) - **Company Website:** www.tempo.io - **Year Founded:** 2015 - **HQ Location:** Boston, US - **Twitter:** @TempoHQ 1,800 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=42f5a2d7c895ac4f502daa176d49a62639e9ca0ed3f071ee4b53dfa601f64486&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9311598%2F&secure%5Burl_type%5D=linkedin_company_website) 366 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small, 23% Medium #### What Do G2 Reviewers Say About Tempo? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **direct time logging from Jira tickets** , making tracking effortless and efficient for teams. - Users love the **ease of use** of Tempo, making team time tracking and reporting effortless and straightforward. - Users value the **easy integration** of Tempo with calendars and Jira, enhancing productivity and project tracking. - Users value the **time-saving features** of Tempo, enabling efficient tracking and management of tasks and projects. - Users love the **easy setup** of Tempo, making it simple to track team time and productivity effectively. ##### Cons - Users find the **learning curve steep** , especially for larger teams with complex project structures and visibility settings. - Users experience **slow UI performance** and limited flexibility for sudden changes, hindering efficiency during urgent tasks. - Users report **poor customer support** , struggling with unresolved bugs that hinder productivity and complicate problem resolution. - Users report **frequent software bugs** that lead to significant productivity loss and inadequate support response. - Users highlight the **data inaccuracy** issue in Tempo, leading to challenges in effective planning and execution. #### What Are Recent G2 Reviews of Tempo? **["Tempo Boosts Team Collaboration and Time Management"](https://www.g2.com/survey_responses/tempo-review-13023692)** **Rating:** 4.0/5.0 stars _— Jannifer J._ [Read full review](https://www.g2.com/survey_responses/tempo-review-13023692) **["Effortless time tracking with Tempo — clean UI and seamless Jira integration"](https://www.g2.com/survey_responses/tempo-review-13046174)** **Rating:** 4.0/5.0 stars _— nicole a._ [Read full review](https://www.g2.com/survey_responses/tempo-review-13046174) #### What Are G2 Users Discussing About Tempo? - [What do you recommend for companies considering Tempo Timesheets for time tracking and reporting?](https://www.g2.com/discussions/what-do-you-recommend-for-companies-considering-tempo-timesheets-for-time-tracking-and-reporting) - [What is Tempo timesheet?](https://www.g2.com/discussions/what-is-tempo-timesheet) - [Is Jira tempo free?](https://www.g2.com/discussions/is-jira-tempo-free) - 1 comment - [How much does Tempo cost for Jira?](https://www.g2.com/discussions/how-much-does-tempo-cost-for-jira) - 2 comments - [What does tempo software do?](https://www.g2.com/discussions/what-does-tempo-software-do) - 1 comment ### [Superhuman Docs](https://www.g2.com/products/superhuman-docs/reviews) Superhuman Docs (formerly Coda) gets your team and AI on the same page. Most AI tools are built for solo work, so the work ends up trapped in chats. Docs brings your team and AI together in a familiar space, reimagining what a doc can do. Drafts happen faster, projects stay on task, and decisions don’t stall. Ask for what you need and Docs helps your team build and run with it. Docs is part of Superhuman, the AI productivity platform on a mission to unlock the superhuman potential in everyone. AI is everywhere, but what it creates stays disconnected from where your team actually works. Superhuman Docs fixes that. Instead of generating alone and copy-pasting results somewhere else, your whole team works with AI in one shared place—asking, editing, and building on one another’s work without context switching or silos. And you can create docs, trackers, and workflows in plain language. Just say what you need and Docs AI builds it with you. No code. No writing formulas. No learning curve. Superhuman Docs supports real-time multi-user collaboration, rich content editing, AI generation, and text summarization, so your team can ask for a first draft, meeting notes, or a project tracker and build on it together, instantly. Docs features templates, task creation and assignment mapping, GANTT charts, revision history, in-line comments, notifications, and knowledge sharing—all in one shared doc. No switching between tools to generate, organize, and move work forward. And since Docs connects to over 1,000 tools, including Slack, Jira, and Salesforce, you’ll always have access to the latest data so due dates for your team’s OKRs are always current. **Average Rating:** 4.6/5.0 **Total Reviews:** 477 #### How Do G2 Users Rate Superhuman Docs? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Planning:** 8.6/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.6/10 (Category avg: 8.9/10) - **Resource Allocation:** 7.6/10 (Category avg: 8.4/10) #### Who Is the Company Behind Superhuman Docs? - **Seller:** [Superhuman](https://www.g2.com/sellers/superhuman-888da3d1-51f7-4603-8d73-08989f8a7db1) - **Company Website:** superhuman.com - **HQ Location:** San Francisco, California - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d29d897222bd465afa1a0b91d9cee6741777ddaab7b6e77647d56d719bccaad4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuperhumanhq%2F&secure%5Burl_type%5D=linkedin_company_website) 1,759 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 54% Small, 31% Medium #### What Do G2 Reviewers Say About Superhuman Docs? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Superhuman Docs, simplifying project management and collaborative documentation significantly. - Users appreciate the **flexibility and integration** of Coda, effectively combining documents, data, and workflows in one tool. - Users value the **flexibility** of Superhuman Docs, enabling tailored solutions for various tasks and projects easily. - Users love the **automation** capabilities of Superhuman Docs, streamlining project management and task assignment efficiently. - Users love the **customization** of Superhuman Docs, enabling tailored solutions for diverse workflow needs effectively and affordably. ##### Cons - Users mention a **bit of a learning curve** that can be intimidating and complicates their experience with Superhuman Docs. - Users struggle with a **steep learning curve** for advanced features, impacting their overall experience and efficiency. - Users find the **complexity of the authoring system** intimidating and challenging, affecting their overall experience. - Users find the **limited and unappealing canvas layout options** restrictive, diminishing the overall functionality of Superhuman Docs. - Users find the **learning curve challenging** , making it difficult to effectively utilize Superhuman Docs right away. #### What Are Recent G2 Reviews of Superhuman Docs? **["Perfect tool for makes"](https://www.g2.com/survey_responses/superhuman-docs-review-8239050)** **Rating:** 5.0/5.0 stars _— Istvan P._ [Read full review](https://www.g2.com/survey_responses/superhuman-docs-review-8239050) **["Coda: A One-Stop Hub for SOPs, Data, and Team Collaboration"](https://www.g2.com/survey_responses/superhuman-docs-review-12952557)** **Rating:** 4.0/5.0 stars _— Noxy P._ [Read full review](https://www.g2.com/survey_responses/superhuman-docs-review-12952557) #### What Are G2 Users Discussing About Superhuman Docs? - [How do you use Coda io?](https://www.g2.com/discussions/how-do-you-use-coda-io) - 3 comments - [What is CODA program?](https://www.g2.com/discussions/what-is-coda-program) - 3 comments - [What is Coda used for?](https://www.g2.com/discussions/what-is-coda-used-for) - 3 comments ### [Microsoft Project & Portfolio Management](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) Microsoft Project is a project management software that helps users plan, execute, and monitor projects effectively. It includes powerful features for managing tasks, allocating resources and budgeting, all presented in an easy-to-use interface. With seamless integration into Microsoft 365, it supports real-time collaboration and data sharing. The advanced reporting and analytics tools allow users to track progress and make data-driven decisions. Stay organized, focused, and in charge. With Microsoft Project, easily plan your projects with the power of dynamic scheduling based on effort needed, project duration, and allotted team members. Suitable for projects of any size, Microsoft Project offers flexible deployment options, both cloud-based and on-premises, catering to a wide range of organizational needs. **Average Rating:** 4.0/5.0 **Total Reviews:** 1,578 #### How Do G2 Users Rate Microsoft Project & Portfolio Management? - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10) - **Planning:** 8.8/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.6/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.4/10 (Category avg: 8.4/10) #### Who Is the Company Behind Microsoft Project & Portfolio Management? - **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft) - **Year Founded:** 1975 - **HQ Location:** Redmond, Washington - **Twitter:** @microsoft 13,091,739 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website) 231,632 employees on LinkedIn® - **Ownership:** MSFT #### Who Uses This Product? - **Who Uses This:** Project Manager, Program Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Large, 29% Medium #### What Do G2 Reviewers Say About Microsoft Project & Portfolio Management? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **robust features** of Microsoft Project & Portfolio Management for effective project planning and resource management. - Users find the **ease of use** in Microsoft Project & Portfolio Management highly beneficial for project management tasks. - Users praise the **effective resource management** in Microsoft Project & Portfolio Management, streamlining project planning and tracking. - Users value the **effective project tracking** capabilities of Microsoft Project & Portfolio Management, enhancing organization and oversight. - Users appreciate the **easy integration** with Microsoft tools, enhancing collaboration and streamlining project management workflows. ##### Cons - Users face **limited customization** options in Microsoft Project, making it challenging to integrate with multiple tools effectively. - Users find the **high complexity** of Microsoft Project & Portfolio Management challenging for small or simple projects. - Users find the **steep learning curve** of Microsoft Project & Portfolio Management difficult, hindering effective use of its features. - Users find Microsoft Project & Portfolio Management **difficult for small projects** , noting its complexity and limited customization options. - Users highlight **budgeting/accounting issues** such as complexity, cost, and integration limitations that can hinder effectiveness. #### What Are Recent G2 Reviews of Microsoft Project & Portfolio Management? **["Clean UI, Reliable Performance, and Smooth MS 365 Integration"](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12280626)** **Rating:** 4.5/5.0 stars _— Kapil S._ [Read full review](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12280626) **["Project management and Smart Cities with native integration in Microsoft"](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12744748)** **Rating:** 4.0/5.0 stars _— Antonio H._ [Read full review](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12744748) #### What Are G2 Users Discussing About Microsoft Project & Portfolio Management? - [What are the best strategies for using Microsoft Project for complex project planning and resource management?](https://www.g2.com/discussions/what-are-the-best-strategies-for-using-microsoft-project-for-complex-project-planning-and-resource-management) - [What is Microsoft Project & Portfolio Management used for?](https://www.g2.com/discussions/what-is-microsoft-project-portfolio-management-used-for) - [What can I do with Microsoft Project?](https://www.g2.com/discussions/what-can-i-do-with-microsoft-project) - [How much does microsoft project cost?](https://www.g2.com/discussions/how-much-does-microsoft-project-cost) - 1 comment - [Is Microsoft Project included in Office 365?](https://www.g2.com/discussions/is-microsoft-project-included-in-office-365) - 1 comment ### [Progress Podio](https://www.g2.com/products/progress-podio/reviews) Progress Podio is a flexible, custom collaboration database that enables you to accelerate and simplify your work. An all-in-one solution to accelerate productivity, digitize essential processes, streamline data collection, and automate document workflows in one secure tool. Progress Podio can automate, operationalize, and secure important business and document processes that reduces manual work and increases efficiency. Transform how work is done with versatile forms, powerful data collection, and automated client and document workflows— customized all by you with a few simple clicks. From key industries such as, creative agencies, legal services, accounting firms, real-estate, construction / manufacturing, to key departmental areas—sales, HR, marketing, legal, finance. Podio’s ability to connect diverse teams and disparate processes helps thousands of companies optimize their entire operations in one place. With Progress Podio, give your team a single tool to automate timely processes that unify in one tool. From simplifying client data collection to automating client interactions and agreements, Progress Podio simplifies your business’s most core activities. **Average Rating:** 4.2/5.0 **Total Reviews:** 507 #### How Do G2 Users Rate Progress Podio? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Planning:** 8.7/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.9/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.6/10 (Category avg: 8.4/10) #### Who Is the Company Behind Progress Podio? - **Seller:** [Progress Software](https://www.g2.com/sellers/progress-software) - **Company Website:** www.progress.com - **Year Founded:** 1981 - **HQ Location:** Burlington, MA. - **Twitter:** @ProgressSW 48,773 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab257d11ab0255eaaae8c28635f37e0e64277d81eae954d5985edfd545cd2d69&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprogress-software%2F&secure%5Burl_type%5D=linkedin_company_website) 4,205 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, Project Manager - **Top Industries:** Real Estate, Information Technology and Services - **Company Size:** 61% Small, 28% Medium #### What Do G2 Reviewers Say About Progress Podio? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** in Progress Podio, making collaboration and management tasks simple and efficient. - Users appreciate the **automation capabilities** of Progress Podio, enhancing productivity and simplifying task management significantly. - Users love the **customization options** that adapt Progress Podio to their specific business processes seamlessly. - Users love the **integrated workflows and no-code capabilities** of Progress Podio, enhancing productivity and ease of use. - Users appreciate the **seamless integrations** in Progress Podio, enhancing collaboration and simplifying business processes across various areas. ##### Cons - Users face a challenging **learning curve** with Progress Podio due to complex setup and technical limitations. - Users find the **billing issues** challenging, especially with recent changes affecting admin member pricing. - Users find the **complexity** of Progress Podio challenging, requiring significant effort to create an effective setup. - Users express frustration with **poor customer support** , indicating a need for improvement in assistance and integration. - Users find the **slow performance** of Progress Podio frustrating, as it hampers efficiency and productivity. #### What Are Recent G2 Reviews of Progress Podio? **["Versatile Platform with Excellent Collaboration Tools"](https://www.g2.com/survey_responses/progress-podio-review-12063894)** **Rating:** 4.0/5.0 stars _— Katie B._ [Read full review](https://www.g2.com/survey_responses/progress-podio-review-12063894) **["Progress Podio - Efficient and Organized CRM for Real Estate Teams"](https://www.g2.com/survey_responses/progress-podio-review-9216544)** **Rating:** 5.0/5.0 stars _— Norma I._ [Read full review](https://www.g2.com/survey_responses/progress-podio-review-9216544) #### What Are G2 Users Discussing About Progress Podio? - [What is Citrix Podio used for?](https://www.g2.com/discussions/what-is-citrix-podio-used-for) ### [Worksection](https://www.g2.com/products/worksection/reviews) Worksection — one tool instead of 5: tasks, project timeline, time tracking, work chats, and file storage. When work lives in five apps — tasks in one, chats in another, files somewhere else — things get lost, and nobody sees the full picture. Worksection puts it all in one system, for one per-user price. Free for teams up to 5 users. What Worksection replaces: • Project management tool — tasks with deadlines, assignees, statuses • Planner — Gantt chart, Kanban board, calendar • Time tracker — track hours and bill clients at hourly rates • Work chats — discussions live inside each task • File storage — files stored next to the tasks they belong to Time tracking and client billing are built in — features other tools sell as separate add-ons. Who it fits: teams of 5 to 50+ — agencies, IT, consulting, manufacturing, construction. Especially teams that bill clients for their hours. Worksection has been doing this since 2008. GDPR + ISO 27001 certified, available in 11 languages. **Average Rating:** 4.8/5.0 **Total Reviews:** 122 #### How Do G2 Users Rate Worksection? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Planning:** 9.8/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.5/10 (Category avg: 8.9/10) - **Resource Allocation:** 9.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Worksection? - **Seller:** [Worksection](https://www.g2.com/sellers/worksection) - **Company Website:** worksection.com - **Year Founded:** 2008 - **HQ Location:** Kyiv, Ukraine - **Twitter:** @worksection 238 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e48913228756f863c85a6c2cafb11d216f415a4e77e14f31100230af1130c33e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1230921%2F&secure%5Burl_type%5D=linkedin_company_website) 25 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Civic & Social Organization - **Company Size:** 75% Small, 20% Medium #### What Do G2 Reviewers Say About Worksection? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** in Worksection, enabling quick team adoption and efficient task completion. - Users appreciate the **intuitive interface and powerful features** of Worksection, enabling efficient project management and team collaboration. - Users love the **intuitive task management** of Worksection, enabling seamless collaboration and clear project visibility for teams. - Users value the **intuitive task tracking** of Worksection, enabling seamless project management and real-time insights effortlessly. - Users value the **management ease** of Worksection, praising its user-friendly design and efficient project coordination. ##### Cons - Users find the **limited features** of Worksection can restrict efficiency and complicate task management and integrations. - Users note the **limited functionality of the mobile app** impedes effective on-the-go project management in Worksection. - Users point out the **missing features** in Worksection, especially regarding limited mobile app functionality and integration options. - Users note **poor integration** with other tools, often needing workarounds to achieve desired connectivity and functionality. - Users find the **mobile app functionality limited** , lacking essential features available on the desktop version for effective project management. #### What Are Recent G2 Reviews of Worksection? **["Everything our team needs to stay focused and productive"](https://www.g2.com/survey_responses/worksection-review-13071068)** **Rating:** 5.0/5.0 stars _— Serhii S._ [Read full review](https://www.g2.com/survey_responses/worksection-review-13071068) **["The Perfect Central Hub for All Our Projects"](https://www.g2.com/survey_responses/worksection-review-12404200)** **Rating:** 5.0/5.0 stars _— Maxim N._ [Read full review](https://www.g2.com/survey_responses/worksection-review-12404200) #### What Are G2 Users Discussing About Worksection? - [What do you recommend for those considering Worksection for project management?](https://www.g2.com/discussions/what-do-you-recommend-for-those-considering-worksection-for-project-management) - [What is Worksection used for?](https://www.g2.com/discussions/what-is-worksection-used-for) - 1 comment ### [Prism PPM (formerly WorkOtter)](https://www.g2.com/products/prism-ppm-formerly-workotter/reviews) Prism PPM is a sophisticated Project Portfolio Management (PPM) solution designed to assist organizations in effectively managing their strategic projects. Recognized in the 2025 Gartner Magic Quadrant for Adaptive Project Management and Reporting, Prism PPM addresses the limitations of traditional spreadsheets and task management tools by providing a comprehensive platform that enhances project visibility, reporting accuracy, and overall portfolio management efficiency. Targeted at project management offices (PMOs), project managers, and organizational leaders, Prism PPM is particularly beneficial for those who oversee multiple projects and require a structured approach to resource allocation, capacity planning, and project intake processes. The solution is designed to facilitate informed decision-making by allowing users to prioritize projects that align with their business objectives and resource availability. This capability enables organizations to adapt to changes and understand the potential impacts on their project portfolio. One of the key features of Prism PPM is its robust project management capabilities grounded in PMBOK best practices. Users can efficiently manage resources and track project risks at both the project and portfolio levels. This functionality not only streamlines project execution but also enhances communication among stakeholders, ensuring that everyone is aligned on project goals and potential challenges. The platform’s advanced reporting and analytics dashboards provide critical insights into PPM KPIs, allowing organizations to monitor performance and make data-driven decisions. Prism PPM also emphasizes visibility across all project data. With the option to utilize embedded analytics or integrate with external tools like Power BI and Databricks, users can customize their reporting to meet specific needs. This flexibility ensures that stakeholders have access to relevant information, fostering transparency and accountability throughout the project lifecycle. To further enhance PMO and project governance, Prism PPM offers customizable templates and visual workflows that streamline processes. By establishing standards and feedback loops, organizations can ensure continuity across projects, leading to smoother operations and continuous process improvement. This structured approach not only supports project success but also empowers PMOs to drive strategic initiatives effectively. With a dedicated team of project management professionals available for implementation and support, Prism PPM is committed to helping organizations maximize the benefits of PPM software. Users can reach out for guidance on optimizing their PMO practices and leveraging the full potential of Prism PPM to achieve their project management goals. **Average Rating:** 4.8/5.0 **Total Reviews:** 52 #### How Do G2 Users Rate Prism PPM (formerly WorkOtter)? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Planning:** 9.9/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.7/10 (Category avg: 8.9/10) - **Resource Allocation:** 9.7/10 (Category avg: 8.4/10) #### Who Is the Company Behind Prism PPM (formerly WorkOtter)? - **Seller:** [Prism PPM (formerly WorkOtter)](https://www.g2.com/sellers/prism-ppm-formerly-workotter) - **Company Website:** prismppm.com - **Year Founded:** 1998 - **HQ Location:** St. Louis, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=672207de57a990b17b34d6ddc329cdd2b8d2e3cc91f8dee582696d80b20cbd92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprismppm%2F&secure%5Burl_type%5D=linkedin_company_website) 30 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 57% Small, 29% Medium #### What Do G2 Reviewers Say About Prism PPM (formerly WorkOtter)? _AI-generated summary from verified user reviews_ ##### Pros - Users find Prism PPM to be **streamlined and easy to navigate** , enhancing efficiency for project management teams. - Users value the **streamlined organization** of Prism PPM, enhancing efficiency and visibility across all project levels. - Users value the **streamlined resource management** in Prism PPM, enhancing decision-making and overall project efficiency. - Users value the **automation features** of Prism PPM, which streamline tasks and enhance project management efficiency. - Users highlight the **exceptional customer support** from Prism PPM, appreciating the team's commitment to their satisfaction and improvement. ##### Cons - Users point out **limited features** in Prism PPM, affecting advanced planning and necessitating better guidance and enhancements. - Users are frustrated by **collaboration issues** , including ineffective personalization and inadequate user guidance, impacting overall usability. - Users experience **feature issues** with Prism PPM, finding personalizations, tracking, and guides lacking in effectiveness. - Users experience **integration issues** with Jira, limiting feature capabilities and advanced planning functionalities. - Users find that there is a **steep learning curve** with Prism PPM, as it's not fully intuitive. #### What Are Recent G2 Reviews of Prism PPM (formerly WorkOtter)? **["Excellent fit for purpose for integrated PPM tool with powerful reporting capabilities!"](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11423681)** **Rating:** 4.5/5.0 stars _— Slobodan V._ [Read full review](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11423681) **["Prism PPM Review"](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11207351)** **Rating:** 5.0/5.0 stars _— Mallory S._ [Read full review](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11207351) #### What Are G2 Users Discussing About Prism PPM (formerly WorkOtter)? - [What is WorkOtter used for?](https://www.g2.com/discussions/what-is-workotter-used-for) - 1 comment ### [Favro](https://www.g2.com/products/favro/reviews) Favro is the world's most agile, cloud-based planning and collaboration platform, where teams can organize themselves around what to do and how to do it, while managers can focus on driving high-level goals and why those goals matter. Teams can use new, smart, and time-saving solutions for team & planning boards, sheets & databases, roadmaps & scheduling, and docs & wikis. Leaders and managers drive the big picture by aggregating the work of teams and teams-of-teams into alignment dashboards. **Average Rating:** 4.3/5.0 **Total Reviews:** 174 #### How Do G2 Users Rate Favro? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Planning:** 8.7/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.2/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.2/10 (Category avg: 8.4/10) #### Who Is the Company Behind Favro? - **Seller:** [Favro AB](https://www.g2.com/sellers/favro-ab) - **Year Founded:** 2016 - **HQ Location:** Uppsala - **Twitter:** @favroapp 707 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=56bb860cdf170a8faeaf70ffe70ee19a5e8858ebd37ba63de68563a36438aebf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10483559%2F&secure%5Burl_type%5D=linkedin_company_website) 25 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Producer - **Top Industries:** Computer Games, Computer Software - **Company Size:** 57% Small, 38% Medium #### What Do G2 Reviewers Say About Favro? _AI-generated summary from verified user reviews_ ##### Pros - Users enjoy the **customization options** in Favro, appreciating the clean and easy-to-navigate user interface. - Users appreciate the **ease of use** of Favro, thanks to its clean interface and numerous customization options. - Users value the **clean and user-friendly interface** of Favro, appreciating its easy navigation and customization options. #### What Are Recent G2 Reviews of Favro? **["Favro - A best in class project management platform"](https://www.g2.com/survey_responses/favro-review-11689739)** **Rating:** 4.5/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/favro-review-11689739) **["Favro helps all team members own, see, track and move tasks to completion."](https://www.g2.com/survey_responses/favro-review-6850453)** **Rating:** 5.0/5.0 stars _— Kevin P._ [Read full review](https://www.g2.com/survey_responses/favro-review-6850453) #### What Are G2 Users Discussing About Favro? - [What is Favro used for?](https://www.g2.com/discussions/what-is-favro-used-for) - 1 comment ### [Paymo](https://www.g2.com/products/paymo/reviews) Paymo is a complete time-tracking, project-management, and invoicing & payments solution for client-focused teams of up to 20 people. From task planning to payment, Paymo helps agencies and independent professionals deliver work on time, stay profitable, and manage projects without multiple tools. It is ideal for digital, creative, and marketing agencies, consulting businesses, and architecture firms. It allows you to manage client projects and business tasks, track work time, and invoice clients from one place, wherever you are. The primary focus of the software is helping teams track work time and manage projects from start to finish: - split projects into task lists and tasks and assign them to your employees or co-workers - automatically track work time at the office via web timer or on the go via mobile apps - submit and approve timesheets - keep everyone involved in a project up to date with what's happening through discussions - create customizable static and live reports and track business performance - store all the files related to the project - so everyone can access them anytime - visualize your team's work, eliminate bottlenecks, and reduce the idle time in your projects - keep track of time spent on all computer activities and allocate that time to projects - track expenses, generate estimates and invoices for the client, and get paid online - with milestones, the team knows when major project stages are due to be completed - save projects as templates and use them when you need to create a similar project - track project and client profitability **Average Rating:** 4.6/5.0 **Total Reviews:** 584 #### How Do G2 Users Rate Paymo? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Planning:** 8.7/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.2/10 (Category avg: 8.9/10) - **Resource Allocation:** 7.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Paymo? - **Seller:** [Paymo](https://www.g2.com/sellers/paymo) - **Year Founded:** 2008 - **HQ Location:** Bihor, Romania - **Twitter:** @Paymo 3,121 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ff39d5262678bd38b5f48b1cb3cba86a593aca677cf1c9640d775790dd6e9ce6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5368468%2F&secure%5Burl_type%5D=linkedin_company_website) 15 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 83% Small, 11% Medium #### What Do G2 Reviewers Say About Paymo? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **precise time tracking** of Paymo, which simplifies billing and enhances productivity monitoring effectively. - Users find Paymo's interface **intuitive and effortless to learn** , enhancing their task management and productivity experience. - Users appreciate the **customizable and intuitive invoicing** features of Paymo, which simplify billing and enhance productivity. - Users value the **progress tracking** feature of Paymo, which enhances project management and simplifies productivity insights. - Users value the **time-saving features** of Paymo, enhancing billing and productivity with intuitive tracking and invoicing. ##### Cons - Users express frustration with **poor customer support** from Paymo, often left without responses or timely assistance. - Users express frustration over **irreversible task deletion** and issues with unresponsive customer service and invoicing. - Users express frustration with **integration issues** , citing unresponsiveness and lack of customization from Paymo's support team. - Users find a **lack of customization** in Paymo, limiting options and features for tailored user experience. - Users express frustration over **limited features** , particularly missing dark mode and customization options in Paymo. #### What Are Recent G2 Reviews of Paymo? **["Has everything I need to organize my workflow"](https://www.g2.com/survey_responses/paymo-review-11287195)** **Rating:** 5.0/5.0 stars _— Verified User in Online Media_ [Read full review](https://www.g2.com/survey_responses/paymo-review-11287195) **["Paymo is easy to use and effective at what it does"](https://www.g2.com/survey_responses/paymo-review-11115079)** **Rating:** 4.5/5.0 stars _— Verified User in Graphic Design_ [Read full review](https://www.g2.com/survey_responses/paymo-review-11115079) #### What Are G2 Users Discussing About Paymo? - [What is Paymo used for?](https://www.g2.com/discussions/what-is-paymo-used-for) - [What are some unique features of project management software?](https://www.g2.com/discussions/paymo-what-are-some-unique-features-of-project-management-software) - [How do you use paymo?](https://www.g2.com/discussions/how-do-you-use-paymo) - [Is paymo free?](https://www.g2.com/discussions/is-paymo-free) - 3 comments - [What is paymo?](https://www.g2.com/discussions/what-is-paymo) ### [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews) Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Planview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. Built for (Nearly) Any Project Type Examples on projects include: - IT Portfolios - Business Projects - R&D Programs - Professional Services Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Quick to Start, Ready to Adapt Start with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios. **Average Rating:** 4.1/5.0 **Total Reviews:** 521 #### How Do G2 Users Rate Planview AdaptiveWork? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Planning:** 9.2/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.2/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind Planview AdaptiveWork? - **Seller:** [Planview](https://www.g2.com/sellers/planview) - **Company Website:** www.planview.com - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview 3,049 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website) 1,868 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Senior Project Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 49% Medium, 41% Large #### What Do G2 Reviewers Say About Planview AdaptiveWork? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **easy management** features of Planview AdaptiveWork, enabling seamless project tracking and customizable workflows. - Users value the **customizability** of Planview AdaptiveWork, enabling easy workflow creation and effective project tracking. - Users appreciate the **high customizability** of Planview AdaptiveWork, allowing easy creation of workflows and flexible views. - Users value the **customizability** of Planview AdaptiveWork, enabling easy setup of workflows without coding skills. - Users appreciate the **ease of use** with customizable workflows and intuitive views, enhancing their overall experience. ##### Cons - Users criticize the **access limitations** of Planview AdaptiveWork, finding many features ineffective and support insufficient. - Users find that **app functionality is lacking** , as many processes fail to work seamlessly within the tool. - Users report that **change adjustments** don’t work well initially, requiring external processes and facing inadequate support. - Users experience **inadequate tools** , as many processes need to be handled outside the system and manually entered later. - Users experience significant **manual data entry** challenges due to poor initial functionality and inadequate support. #### What Are Recent G2 Reviews of Planview AdaptiveWork? **["Centralized Project Visibility That Keeps Teams Aligned"](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288)** **Rating:** 5.0/5.0 stars _— Isis M._ [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288) **["Centralized Project Visibility and Flexible Workflows in One Platform"](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258)** **Rating:** 4.0/5.0 stars _— Daniela T._ [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258) #### What Are G2 Users Discussing About Planview AdaptiveWork? - [What are the features of project management?](https://www.g2.com/discussions/planview-adaptivework-what-are-the-features-of-project-management) - [What is clarizen used for?](https://www.g2.com/discussions/what-is-clarizen-used-for) - [What is clarizen one?](https://www.g2.com/discussions/what-is-clarizen-one) - [What is clarizen software?](https://www.g2.com/discussions/what-is-clarizen-software) - 1 comment - [‹ Prev‹ Prev](/categories/project-management/mid-market?order=g2_score&page=3#product-list) - [1](/categories/project-management/mid-market?order=g2_score#product-list) - [2](/categories/project-management/mid-market?order=g2_score&page=2#product-list) - [3](/categories/project-management/mid-market?order=g2_score&page=3#product-list) - 4 - [5](/categories/project-management/mid-market?order=g2_score&page=5#product-list) - [6](/categories/project-management/mid-market?order=g2_score&page=6#product-list) - [7](/categories/project-management/mid-market?order=g2_score&page=7#product-list) - [8](/categories/project-management/mid-market?order=g2_score&page=8#product-list) - [Next ›Next ›](/categories/project-management/mid-market?order=g2_score&page=5#product-list) Spotlight Categories [Partner Relationship Management (PRM) Software](https://www.g2.com/categories/partner-relationship-management-prm) [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform) [Multi-Country Payroll Software](https://www.g2.com/categories/multi-country-payroll) [Event Registration and Ticketing Software](https://www.g2.com/categories/event-registration-ticketing) [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) Similar Categories - [Capital Project Management](/categories/capital-project-management) - [Earned Value Management](/categories/earned-value-management) - [Kanban Project Management](/categories/kanban-project-management) - [Project and Portfolio Management](/categories/project-and-portfolio-management) - [Project Collaboration](/categories/project-collaboration) - [Project Cost Management](/categories/project-cost-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 Management Themes](/categories/project-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 Products classified in the overall Project Management category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Project Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Project Management category. In addition to qualifying for inclusion in the Project Management Software category, to qualify for inclusion in the Medium-Sized Business Project Management Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. Show More * * * ## How Do You Choose the Right Project Management Software? ### What You Should Know About Project Management Software ### What is Project Management Software? To better understand project management software tools, it helps to clearly define what constitutes a project. According to the Project Management Institute, a project is a “temporary endeavor undertaken to create a unique product, service or result." This includes five phases that need to be completed to achieve the objective. The phases are: initiating, planning, executing, monitoring and controlling, and closing. Any project management software should provide features for all these phases.  While the five phases stay the same, there are multiple approaches to project management. The most important include: **The** **phased approach:** It is also known as waterfall project management. The phased approach is a series of distinct steps that depend on the completion of a previous phase. Project phases can only be managed in a linear sequence, making it difficult to correct errors.  **The** **iterative and incremental method:** It consists of repeated cycles. This means a deliverable can be reviewed and improved after its initial completion. This approach, also known as agile project management, can be particularly beneficial in software development. **Lean project management:** It uses lean management principles to reduce waste while maintaining a high level of productivity. This approach helps companies identify and eliminate tasks that do not bring value to the company and the customer.  **Critical chain project management:** It is based on the theory of constraints (ToC), a management philosophy focusing on restrictions that may jeopardize the success of a project. By identifying the most critical constraints, companies can prepare to avoid project issues. **Process and product-based project management:** It focuses on outcomes. It is a part of the benefits realization management approach. When the result is a product, the company defines and manages projects to optimize production and distribution. For professional services companies, the business processes are at the core of their project management strategy. Project management software has evolved into new offerings, including professional services automation (PSA) software and project and portfolio management (PPM) software. PSA software includes back-office features, such as CRM and accounting, on top of project management. PPM solutions focus on unifying multiple types of projects and managing the interdependencies between them. Buyers need to understand the differences between these types of software to choose the best solution for their needs.  SMB companies may benefit from a PSA solution that combines project management and back office, thus providing a single data repository and an integrated system. A possible drawback of PSA is that it may not always include robust back-office features, which is why companies may prefer to choose a separate accounting or CRM solution. Medium to large professional services providers can significantly benefit from PPM software, which allows them to manage projects with multiple stakeholders. PPM can be quite expensive and needs to integrate with other systems, such as [ERP systems](https://www.g2.com/categories/erp) or [CRM software](https://www.g2.com/categories/crm), which usually requires extra investments. Small companies are facing another critical challenge when evaluating project management software: the multitude of solutions that only provide subsets of a typical project management solution. A few examples are task management and project collaboration tools, which can be used to complement core project management features but not to replace them. While these types of software are more affordable than project management solutions and can be a good option for startups and micro businesses, they usually become insufficient as a company grows. #### What Types of Project Management Software Exist? Project management software is designed to be implemented in different ways, including best of breed, all-in-one suite, and point solutions.  **Best-of-breed software**   Best-of-breed software focuses exclusively on project management. **All-in-one suites**   All-in-one suites include other types of capabilities such as CRM or billing.  **Point solutions**   Point solutions are designed to complement project management tools by offering features such as project collaboration or project analytics.  **Industry-specific project management solutions**   Industry-specific project management solutions are designed for professionals in various industries such as design, real estate, legal services, etc. These solutions provide standard project templates and reports or KPIs for an industry or market. They are also tightly integrated with other software created explicitly for the same industry. ### What are the Common Features of Project Management Software? The following standard functionality is included in most project management solutions: **Definition:** Project definition functionality is the core of any project management software because it allows companies to define the project structure, which is the base of any business activity. A project structure needs to be carefully defined; it is difficult to make significant changes to it while it is implemented due to the risk of disrupting the project. At the same time, project management software should allow users to adjust structures to keep projects on track. **Plans:** Project management software should provide multiple options to plan projects, such as templates and rules to define who does what and when. A project plan template is a good starting point for any project because project managers don’t need to start planning from scratch. Project rules can be used to define workflows for resource allocation, task dependencies, and project deadlines. Project plans should also take into account the risks that may impact a project. For instance, project managers may want to allocate more than the standard time and resources to complete a task. It is always preferable to plan for the worst possible scenario. **Schedules:** Project schedules include milestones and deadlines, which establish when each stage of the project is expected to be completed. Depending on the complexity of the project, deadlines can also be assigned to activities and tasks. Project management solutions should include features to define milestones depending on the interdependencies between tasks. For instance, some tasks can only start when the previous ones are completed, while other activities can be done parallelly. **Visualization:** Project visualization features (such as GANTT charts) provide an overview of all activities, tasks, deadlines, and milestones of a project. The ideal visualization allows users to drill down to each level of the project structure to find details on a resource or activity. Users with proper authorization should also be able to adjust visual schedules, and any changes to any action or milestone should automatically update any other related parts of the project. **Workflows:** Workflows and processes define how activities are performed during the phases of a project. These features need to be customizable to adapt to the needs of each team and should provide sound logic to take into account project constraints and limitations. To improve accountability, workflows should include approvals so that supervisors, project managers, and executives take responsibility for the quality of the services provided. **Tasks:** Task management is used to define, schedule, and monitor employees and their work. This can be critical to managing multiple teams working from different locations, as well as field personnel or external contractors and consultants. Project management software should provide the ability to adjust schedules based on unexpected changes or customer requests. To-do lists are also part of task management and are used to create lists of tasks by an employee or team. Using to-do lists, project managers can assign work to employees without giving them access to the entire project. To-do lists can also be used as checklists that employees use to track their progress. **Resource management:** Resource management is particularly important because it can have a significant impact on the cost of the project. Each type of activity may require specific resources, which should be optimally used to keep costs down. Teams also benefit from the ability to allocate resources across multiple activities and projects, which allow them to acquire materials in bulk and save on purchasing costs. Besides, the ability to substitute unavailable resources with compatible alternatives can reduce costs and avoid delays. **Documentation:** Project documentation functionality manages the process for all documents related to a project, such as contracts, statements of work, quotes and proposals, and so on. These documents are usually stored in an electronic format, making it easier for users to share them internally and externally. It is also crucial that a project management solution includes templates for documents and the option for users to reuse content. **Reporting:** Reporting, analytics, and dashboards are used by all parties involved in a project, from employees to external consultants and even the customers. It is therefore essential for the analytics features to be flexible enough to easily adapt to each type of user. At the same time, sensitive information such as private data or financial details should only be shared with authorized users through secure portals. Other Features of Project Management Software: [Capacity Capabilities](https://www.g2.com/categories/project-management/f/capacity), [Critical Path Capabilities](https://www.g2.com/categories/project-management/f/critical-path), [Dependencies Capabilities](https://www.g2.com/categories/project-management/f/dependecies), [Issue Tracking Capabilities](https://www.g2.com/categories/project-management/f/issue-tracking), [Mass Updates Capabilities](https://www.g2.com/categories/project-management/f/mass-updates), [Project Budgeting Capabilities](https://www.g2.com/categories/project-management/f/project-budgeting), [Project Map Capabilities](https://www.g2.com/categories/project-management/f/project-map), [Recurring Tasks Capabilities](https://www.g2.com/categories/project-management/f/recurring-tasks), [Resource Allocation Capabilities](https://www.g2.com/categories/project-management/f/resource-allocation), [Task Prioritization Capabilities](https://www.g2.com/categories/project-management/f/task-prioritization), [Time & Expense Capabilities](https://www.g2.com/categories/project-management/f/time-expense)  ##### Additional Project Management Software Features Additional project management features are sometimes included in the core project management solution or delivered separately as addons or separate tools: **Kanban:** Based on lean management principles, kanban functionality aims to eliminate wasteful work using visual representations of projects. Kanban boards include cards that can be used to group tasks and easily assign activities to employees or teams. These features are particularly useful for agile project management. **Collaboration:** Collaboration between employees or between a company and its customers and partners can be critical to the success of a project. While collaboration platforms and software can be used separately from project management solutions, it is preferable to combine them in one system, especially for complex projects. **Document management:** Project managers use documents such as statements of work (SOW) and work breakdown structures (WBS) to share project plans and information internally and externally. File sharing is an important feature that allows all parties access to documents. More advanced document management features allow users to collaborate on creating and modifying documents. Access to documents should be managed by role to limit access to sensitive information. **Billing:** Billing and expense management isn't always required for project management, but can be very important for complex projects. When multiple parties are involved in a project, it is essential to ensure that the human and material resources used have been appropriately billed. **Optimization:** Project optimization uses historical data to identify bottlenecks and other factors that hurt past projects. This allows companies to take corrective actions and avoid repeating the same mistakes in the future. For instance, if a contractor is always late or does mediocre work, the company should replace it with another services provider. **Simulation:** Project simulation allows project managers to create and compare multiple scenarios for a project and identify the best option to be implemented. Each scenario describes different ways to allocate resources and define milestones and can also take into account various constraints and possible bottlenecks. This type of feature is particularly important for large custom projects with complex activities. **Project accounting:** This type of functionality is usually delivered as a module of accounting software and project-based ERP software. Its primary purpose is to track project costs and revenue and consolidate any financial information related to project management. Project accounting provides critical information on the financial performance of each project or portfolio. **Earned value management (EVM):** EVM is another way to track project performance. This type of software also provides features that monitor project progress. EVM helps companies estimate project costs, track actual costs, and calculate the earned value of the project. While any company can use this type of functionality, it is more beneficial for large and complex projects that require significant investments. For instance, EVM is a must-have for companies delivering capital projects such as infrastructure or urban development. **Work breakdown structure (WBS):** For complex projects, companies need to break the project into smaller components and plan them separately. Different employees and teams can be in charge of each element, and external consultants or service providers can also be involved. Companies use a WBS to track the project and its components by monitoring tasks, subtasks, resources, and the people involved. **Risk management:** Despite planning and monitoring, projects can be negatively impacted by unexpected events such as natural disasters, hacking, or changes in personnel. While it’s impossible to prepare for any risk, companies can use project risk management capabilities to identify potential issues. Project risk management software also helps companies create plans and corrective actions to mitigate risk when it occurs. ### What are the Benefits of Project Management Software? **Resource management and cost tracking:** The main reason why companies use this type of software is to manage resources and track costs for nonrepetitive business operations. For instance, marketing companies usually provide standard services such as social media promotion, but they may also create customized campaigns for large clients. The standard services are delivered in the same way to all customers and are therefore repetitive and require similar resources, which means that their cost is usually the same for every client. Custom campaigns can be completely different depending on the needs of the customer, meaning that the resources allocated to each project will also vary, and so will its costs. **Diversification of offering:** Project management software offers the ability to combine multiple types of services to diversify the offering of a company. This flexibility allows teams to adapt to the changing preferences of their customer and market demand. The ability to quickly respond to market changes can be an essential competitive advantage in highly competitive industry sectors such as professional services.  **Effectiveness and profitability tracking:** Project management is needed to track the effectiveness and profitability of professional services activities. By allocating the right resources to the right tasks at the right time, project managers can deliver the project on time and on budget, which improves customer satisfaction and productivity. ### Who Uses Project Management Software? Most employees, as well as the partners and customers of a project-based business benefit from using project management software.  **Employees:** Project management software help employees involved in project execution, who need to know what they have to do and when. Employees also update the system when they complete tasks and use the software to communicate and collaborate with internal and external stakeholders. Through integration with other solutions, employees can track the time spent on each activity or check the availability of resources like equipment or components.  **Project managers:** Project managers need access to all the features of the system to define projects and resources and monitor all activities, but also to intervene and modify any part of a project when necessary. This can only be achieved through alerts and notifications with different levels of severity, and which include workflows for escalation. Project managers are also involved in setting and managing access rights for internal and external users. **Executives:** Executives mostly use analytics and reporting to monitor projects. Besides details on the status of the project, they also need information on the costs of the resources allocated and the overall effectiveness of each project. They can also benefit from using alerts and notifications when activities or stages of the project are completed.  **Partners:** It is important for partners, such as contractors or third-party providers of services that complement the offering of the company. Since external contributors are only involved in particular activities at different stages of the project, they need to access the information required to do their job and nothing more.  **Customers:** Customers may also use this type of software through dedicated portals to monitor the progress of one or multiple projects, provide feedback, and communicate with the service provider. For large and complex projects, customers may have a dedicated person or team responsible for the project; they could need access to the project management solution of the provider. ### What are the Alternatives to Project Management Software? There are several alternatives to project management software which can replace this type of software, either partially or entirely: [Project and portfolio management software](https://www.g2.com/categories/project-and-portfolio-management) **:** PPM focuses on project portfolios, which are groupings of projects with common characteristics, that share the same resources and can be planned and managed as a group. While PPM software often includes functionality to manage individual projects, project management solutions usually don't provide portfolio management features. This means that standard project management tools are not a good option for companies that need to manage portfolios of projects. [Professional services automation software](https://www.g2.com/categories/professional-services-automation) **:** PSA is an ERP for professional services, which delivers modules for the front office (sales and marketing), back office (accounting and HR), as well as PPM. This type of software is ideal for medium and large services companies that prefer to use a single integrated system for the entire business. **ERP:** Other than PSA, there are two types of ERP for project-based companies: [ETO ERP software](https://www.g2.com/categories/eto-erp) (for manufacturers of complex custom products in industries like aerospace and defense) and [Project-based ERP software](https://www.g2.com/categories/project-based-erp) (for government contractors). Typical ERP systems don't always include the functionality required by these companies, such as bidding, contract management, or time and expense management. Also, most ERP systems' project management modules aren't robust enough for manufacturing and government contractors.  [Work management software](https://www.g2.com/categories/work-management) **:** Small and medium professional services companies don't always need PSA but often require features that aren't usually included in project management software. These features can vary by industry, for instance, marketing agencies need content authoring and document management functionality. Work management is a relatively new type of software that combines project management with collaboration and industry-specific functionality. #### Software Related to Project Management Software Most business software is related directly or indirectly with project management software, some of the most important ones are: [Collaboration & productivity software](https://www.g2.com/categories/collaboration-productivity): Collaboration is critical for project management because there are always multiple parties involved. While project management software includes essential features for collaboration, more advanced software such as team collaboration software can be beneficial for large teams and complex projects. When it comes to productivity, new types of tools such as productivity bots software allow project managers to automate mundane tasks and focus on strategy. [Content management systems](https://www.g2.com/categories/content-management): In some industries like marketing and advertising, content is the main deliverable of the company. Therefore, it is important for teams that rely on content to have the ability to manage libraries, databases, and other tools needed to create, track, and share multiple types of content. Depending on the complexity of the deliverables, project managers may need to use simple tools such as online form builder software, or complex solutions like knowledge management and enterprise content management (ECM) software. [Partner management software](https://www.g2.com/categories/partner-management): Project managers often work with external consultants or companies specialized in business areas that the company doesn’t have the expertise to cover. For instance, companies may need to work with legal consultants to make sure that contracts and other documents comply with regulations. Outsourcing specific tasks to freelancers can also be more beneficial than hiring employees. In these cases, project managers need to track who they’re working with, what they are responsible for, and how they perform. [Process automation software](https://www.g2.com/categories/process-automation) **:** Medium to large companies with complex operations need to define, implement, and optimize team processes to streamline operations. While project management software includes some features for workflow management, advanced functionality for process automation requires integration with business process management software. Another way to automate processes is to use robotic process automation (RPA) software, which uses bots to assist employees with repetitive and tedious tasks. [Accounting software](https://www.g2.com/categories/accounting) **:** Accounting and billing software is used to manage a project's invoices and track costs. Accounting software can also be used for complex projects that involve teams in several locations that may have different financial regulations, currencies, or taxes. Billing software is also essential for large projects to consolidate different types of expenses related to the purchase of resources, rentals of equipment, or services delivered by contractors. [Contract management software](https://www.g2.com/categories/contract-management) **:** Contract management software defines the terms and service level agreements for projects. Service providers must identify activities and milestones and ensure their customers have access to this information. Contracts can also be used for legal issues caused by late deliveries and the poor quality of the services provided, and sometimes to collect outstanding payments from customers. [Customer service software](https://www.g2.com/categories/customer-service) **:** Customer service software is used to maintain the relationship with the customer during the contract and to ensure that terms and conditions are correctly applied. The customer service department is usually the main point of contact between companies and their customers; they must be able to react quickly and efficiently to any customer requests. They are also responsible for identifying issues that may jeopardize the relationship with the customer, and escalating them to project managers. [HR software](https://www.g2.com/categories/hr) **:** HR software and payroll solutions are essential for large companies with many employees. These types of software are used to define job roles and responsibilities, wages, and other forms of remuneration, and work schedules. Since labor is the most important part of the total costs of any professional services company, it is critical to track it while also ensuring compliance with labor laws and collective bargaining agreements. [ERP systems](https://www.g2.com/categories/erp-systems) **:** ERP systems usually include some of the features mentioned above but rarely all of them. When companies use ERP as their primary system and cannot afford separate solutions for customer service or contract management, they prefer a project management solution that includes these features. They may also choose to adopt tools or addons that complement their ERP and project management solutions. There are also several types of services related to project management software. Related services can vary from external project management to project optimization, and can be delivered by a company of any size from independent contractors to multinational consulting companies: - **Outsourcing:** Project management outsourcing is used by companies that do not wish to invest in the technology and the expertise required to manage projects. While this approach is mostly adopted for one-time projects, some companies use it regularly. - **Advisory:** Project advisory services help companies define and implement strategies to improve the way they deliver projects or groups of projects. Advisors work with executives and project managers to determine how a company can optimize its offering to adapt to market changes, expand to new markets, or diversify its activities. - **Consulting:** Consulting services for project optimization are essential for professional services companies that do not have the internal expertise required to determine what can be improved. Consultants with extensive experience can quickly identify areas of improvement, and suggest changes or new approaches to project management. ### Challenges with Project Management Software There are hundreds of project management software and tools which may seem similar but aren’t. The difference between these solutions makes it difficult for buyers to understand exactly what they do and how they work with other software products. The most important challenges with project management software are described below: **Features:** Not enough or too many features can be an issue for growing companies that either outgrew existing software or implemented project management solutions that are too advanced for their needs. The best way to avoid this problem is to evaluate project management solutions based on current and future needs. **Integrations:** Lack of integration between project management software and other solutions creates silos of information that are disconnected, which can lead to data processing errors. User adoption can also be negatively impacted when employees use multiple systems and enter the same information in more than one. **Reporting:** Canned reporting and lack of analytics is a significant issue for legacy project management solutions. New software usually provides more flexible analytics or integration with business intelligence tools. Another challenge is that more flexible analytics don’t necessarily cover advanced reporting needs. Buyers should evaluate vendors’ ability to offer the optimal mix of analytics features and flexibility for their specific needs. **Bring your own software (BYOS):** BYOS is a trend similar to bring your own device (BYOD); it refers to the fact that employees can decide to use project management tools that are not approved by their employer. Since there are different tools available, many of them free to use, employees may be tempted to try them for their team or department. This trend may lead to the creation of information silos when different teams or departments choose to utilize separate project management software. **Legacy software:** While most project management software products are web-based (meaning users only need an internet browser to access the system), some old solutions still need to be hosted by the company on its servers. On-premises project management (known as self-hosted project management software) needs to be installed on a server and on the computer of each employee who needs access to the software. Adding or removing users can be difficult. Additionally, old project management tools that don’t have a web-based interface aren’t very user friendly and cannot be easily configured. ### Which Companies Should Buy Project Management Software? Any company that manages projects can benefit from this type of software, but project management software is essential for the following types of businesses: **Professional services companies:** Professional services are usually delivered as projects, such as a marketing campaign to launch a product or the design of an apartment building. Each project can have different deliverables and timelines and require multiple resources (human and material). Professional services companies need to plan project management tasks, assign resources to each one, and monitor project progress to deliver on time and budget. **Project-based manufacturers:** Project-based manufacturing (also known as engineer to order or make to order) refers to the production of unique products customized for each customer. A few examples of such products are conveyor systems for warehouses, drilling equipment for oil and gas, or shipping vessels. Project management helps these companies design, manufacture, and provide maintenance services for complex custom products. ### How to Buy Project Management Software #### Requirements Gathering (RFI/RFP) for Project Management Software Requirements should cover the entire lifecycle of the project, from scoping and estimating to planning, execution, monitoring, and closing. Depending on the complexity of its operations, buyers may want to create more detailed requirements for the functionality that is critical to the company. For instance, a business that outsources project execution would focus more on defining, planning, and tracking projects. #### Compare Project Management Software Products **Create a long list** The long list is created by excluding the products that are not a good fit for the buyer. If buyers only want cloud software, all solutions delivered on-premises are excluded from the list. Another essential criterion could be the project methodology supported by the software. IT departments and services providers prefer to take an agile approach to project management, which means that all solutions not supporting this methodology are usually not considered for the selection. **Create a short list** The requirements list mentioned above is sent to the vendors included in the long list to provide detailed information on supporting each feature. Buyers should also ask vendors to provide customer references and pricing information. It is highly recommended to use objective third party analysis and software reviews to learn more about the vendors and their products. Using vendor responses to RFIs, customer references, reviews, and independent research, buyers can compare products to identify their strengths and weaknesses. At the end of the processes, buyers should have a list of two to four finalists that provide very similar functionality. **Conduct demos** The best way to differentiate between the products on the short list is to conduct demos of each product to see how they can be used in real-life scenarios. Buyers create demo scripts that include requirements and workflows specific to their company, and vendors provide a demo in real-time, which follows the script. Since very long demos can be counterproductive, buyers should focus on the critical features. For instance, instead of asking vendors to show how they create a project and add tasks to it (which is basic project management), buyers may want to focus on interdependencies between tasks or changes to a project's timeline.  Other than functional requirements, buyers should also evaluate a product based on its ease of use and flexibility to make sure that it’s intuitive and collaborative. The selection team members attending the demo should rate each criterion or requirement on a predefined scale, which will allow them to consolidate all ratings and objectively compare software.  #### Selection of Project Management Software **Choose a selection team** The selection team includes executives such as the CEO, CTO, or CFO, as well as project managers or members of the project management office team. It is recommended that the project managers involved have extensive experience managing projects and using this type of software.  **Negotiation** While the software's cost is usually an essential factor in negotiation, buyers should not compromise on features to save money. It may also be tempting to buy components or services that are not critical or important for the company. At the same time, buyers should try to get discounts or free tools and services to complement the project management solution.  Medium to large companies should also take into account the ability of the vendor to help them update their business processes and best practices for project management. An engineering company and a marketing agency have very different operations and the project management software alone may not be enough to increase productivity. While they can be expensive, business process reengineering services are critical for companies with complex projects. **Final decision** The final decision should be made by the entire selection team. It should be based on the information gathered about each product, its vendor, and their ability to provide the functionality and services required by the buyer. Ideally, buyers should request information on the estimated ROI of the software. The vendor's contract length and discounts can also have a significant impact on the final decision.  ### What Does Project Management Software Cost? On-premises project management software is sold as perpetual or named licenses, which allow buyers to use the software indefinitely and without renewals. The cloud or SaaS solutions use the subscription model, which licenses the software on a monthly or yearly basis. This does not include licenses for operating systems or database management, which are the buyer's responsibility. Most project management software provide multiple tiers or editions, which are versions of the same software with different features. Many basic versions are free for a limited number of users. In theory, cloud products allow buyers to scale up or down quickly (add or remove users) and change editions. In practice, vendors try to sell packages or plans that are less flexible and only allow buyers to make changes at the end of the contract. The licenses' cost can vary depending on the user's role (administrator, employee, manager, or contributor).  Finally, a project management solution's initial cost may include various services offered by the vendor, such as consulting, customization, integration, or business process reengineering.  #### Return on Investment (ROI) To determine the ROI of a project management software, buyers need to identify the product's costs (initial and ongoing) and its quantifiable benefits (increased productivity, less time spent managing tasks, better resource allocation). The costs and benefits of the software aren't always obvious. For example, ongoing costs represent the licenses users need to access the system and include additional support, training, or software configuration. Large companies may also require a dedicated employee to manage the system, user access, or change requests. The main challenge with the benefits is that they are difficult to calculate. Therefore, buyers must estimate how the advantages of project management software impact their finances and profitability. ### Implementation of Project Management Software **How is Project Management Software Implemented?** Depending on the complexity of the software and the buyer's operations, implementation can be straightforward or complicated.  **Small businesses:** Small businesses with essential project management needs usually adopt cloud software, which does not require installation. Standard project management software usually provides enough out-of-the-box features for these companies, so there's no need to configure the system or buy additional modules or addons. **Mid-market** **companies:** Such companies may require industry-specific features, data migration, and integration with other business software. These require an implementation plan and a dedicated employee in charge of the process. Vendor assistance is also essential, especially for configuration, data migration, and integration.  **Enterprises:** Enterprises usually take a phased approach to implementation by deploying the software in each location or division at a time. This approach is preferable to deploying the system everywhere at the same time, which can cause significant disruptions and requires substantial resources. **Who is Responsible for Project Management Software Implementation?** Buyers should have a project manager in charge of the implementation, who works with a team of subject matter experts, and the vendor and its partners.  While managers and executives aren't always directly involved, they are responsible for keeping the implementation on track. Any changes are recommended by the project manager and approved or rejected by the managers in charge. **What Does the Implementation Process Look Like for Project Management Software?** The implementation process is made of several phases, which may not always apply to all buyers. For instance, a new company does not need data migration services since it has no historical data from previous systems.  The main phases of a project management software implementation are as follows: **Data migration:** Migration of data from any data sources used previously by the buyer to manage projects, such as software, spreadsheets, custom solutions, and databases. While keeping historical data is essential for reporting purposes, companies don't need to migrate all the details of past projects such as project plans, GANNT charts, and so on. **System configuration:** System configuration varies significantly from one company to another and can be a fundamental challenge. Standard project management requires little setup, but managing complex processes may involve advanced customizations and integration with other systems or records such as CRM or ERP. **User management:** User management defines who does what in the system and assigns them access rights accordingly. An administrator has access to all features, including the user management module. Project managers can add and modify projects. Most employees can only see and complete the tasks assigned to them. **Testing the software:** Software testing should be performed using a demo database, a copy of the database used for daily operations. Ideally, the demo dataset should include the data from migration and the system and user roles configuration.  **Training:** User training can be done using online learning tools or in person (recommended for admins and advanced users). It also helps to train a trainer who can help new users with training.   **Go-live:** Go-live refers to the switch from the old system (or multiple products) to the new project management solutions. Using both the old and new software is not recommended after the go-live, as it will generate confusion, double entries, and loss of productivity. **Adjustments:** Some adjustments are unavoidable after the implementation. Generally, complex implementation and software require more adjustments after go-live.  **When Should You Implement Project Management Software?** It is recommended to avoid implementing project management software during a critical phase of an important project. When buyers use this type of software to manage project costs and budgets, it is preferable to finalize the implementation after the year-end financial closing process. This ensures that accounting transactions related to projects are closed and do not impact the new fiscal year.  ### Project Management Software Trends **Cloud** Cloud and mobile technologies are making project management more affordable and easier to use, which dramatically increased adoption in recent years. These technologies also allowed new players to enter the market and provide better and more flexible alternatives to legacy software. Multi-cloud is another trend that is gaining traction in the software market; it refers to partnerships between cloud vendors to deliver tighter integration between their offerings. Better integration can be beneficial for SMB companies with low budgets, but medium to large companies should also consider other options for integration. **Collaboration** Collaboration has always been an essential part of project management, but rigid project management software made it difficult. Recent technologies and higher expectations from new generations of users made vendors deliver better collaboration features, either out of the box or through integration with other software. Many vendors provide separate solutions for collaboration as part of their offerings while others only focus on this type of software. **Functionality** Extended functionality refers to the tendency to add more features, such as customer management, billing, or accounting, on top of the core offering for project management. Vendors use this strategy to differentiate themselves from competitors. This approach can be beneficial for SMBs who prefer to have project management and other features delivered as a single product. It can also be confusing for medium to large companies because the extended functionality isn’t always robust enough for their needs. **Manufacturing** Another trend related to project management software is the need for manufacturing and distribution companies to diversify their activities to increase revenues and provide a better customer experience. Traditionally, only manufacturers of heavy machinery or sophisticated equipment would provide installation and maintenance to customers to avoid costly mistakes. Nowadays, SMB manufacturers are adopting similar strategies but cannot afford to invest in project-based ERP to manage their new activities. Instead, these companies rely on project management or field service software, which are usually separate from their ERP systems. **Agile project management** Agile project management is a methodology that focuses on the collaboration between cross-functional teams. As opposed to the traditional waterfall approach, agile is based on frequent inspection of the progress of a project which can trigger corrective actions. This way, issues or challenges can be addressed quickly before they become significant and may jeopardize the success of a project. Agile project management also allows for rapid delivery of high-quality projects. While agile isn’t a new concept, it has been widely adopted recently because of its benefits, especially by IT and software development companies. **Virtualization** Virtual project management relies on a virtual team to complete tasks and monitor the effectiveness of a project. Virtual teams refer to employees working remotely across multiple locations. This approach may reduce project costs, but it can also bring challenges such as miscommunication between users from different countries and cultures, or the difficulty of scheduling employees across different time zones. **Work management** Work management is a new type of software that combines project management, workflow management, and collaboration process functionality to manage the flow of business data and operations. The main difference between work management and PSA software is that the former does not provide advanced back-office features like accounting. Work management will likely replace project management and back-office tools more and more in the future. Since work management solutions focus on services businesses, this type of software isn’t always a good choice for other industries like manufacturing or logistics. **Tools** Most project management features exist as separate tools that can be bought and used independently. Some examples include task management, time tracking, and resource management. Timesheets are another example of project management tools, these are used to monitor employees’ time on various tasks when they aren’t directly involved in project management. For instance, employees that install and maintain hardware don’t need to use project management software and can benefit from using timesheets.