# Best Project Management Software for Medium-Sized Businesses - Page 5

## 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**

### Smartsheet

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=14&secure%5Bchosen_at%5D=2026-08-03T12%3A14%3A22Z&secure%5Bdisplayable_resource_id%5D=14&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=14&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=530&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%3D5&secure%5Btoken%5D=580e6ec14e0ad596b25073d9d174f5d1547c1527dbd51685b6b387f02b4fa9ba&secure%5Burl%5D=https%3A%2F%2Fwww.smartsheet.com%2Fs%2Fproject-management%3Futm_source%3DG2%26utm_medium%3Daffiliate%26utm_campaign%3Daff-pm-us-ca-g2&secure%5Burl_type%5D=custom_url)

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

Whimsical is the whiteboard for thinking and planning. It’s built for teams to move from chaos to clarity and turn ideas into action. Start from scratch or describe what you need and let AI build it. From sticky notes, sketches, and mind maps to process diagrams, flowcharts, wireframes, and presentations, Whimsical makes it seamless to create stunning visuals without the friction. It’s faster than heavy design tools built for high-fidelity prototyping and simpler than complex diagramming software tailored for formal documentation, so you go from 0 to 1 in record time. Whether you’re collaborating with your team, external stakeholders or clients, Whimsical lets you communicate high-level ideas without worrying about the pixels. Turn abstract concepts and messy thoughts into “aha moments” of shared understanding, and keep everybody aligned and moving in the same direction.

**Average Rating:** 4.6/5.0

**Total Reviews:** 183

#### How Do G2 Users Rate Whimsical?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Planning:** 10.0/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.2/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Whimsical?

- **Seller:** [Whimsical](https://www.g2.com/sellers/whimsical)
- **Year Founded:** 2017
- **HQ Location:** Denver, Colorado
- **Twitter:** @whimsical  
14,428 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b97b06aa5cba402f2c46cfa8d30bea0e756649536717b8c925aa5a229786f96a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11210949%2F&secure%5Burl_type%5D=linkedin_company_website)  
38 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Product Manager, CEO
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 56% Small, 31% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** in Whimsical, appreciating its intuitive interface and seamless collaboration features.
- Users appreciate the **user-friendly interface and unique features** of Whimsical, enhancing collaboration and creativity in brainstorming.
- Users appreciate the **easy creation** of flow charts and wireframes, benefiting from templates and collaborative features.
- Users enjoy the **user-friendly interface** of Whimsical, praising its ease of use and collaboration features.
- Users love the **diverse visual collaboration tools** Whimsical offers, simplifying project management and enhancing creativity.

##### Cons

- Users find **limited customization** in Whimsical challenging, making it hard to align with personal or company branding.
- Users face **access limitations** with Whimsical's free plan, which restricts documents and project items significantly.
- Users desire more **color and font customization** options in Whimsical to enhance their visual projects and themes.
- Users feel Whimsical can be **expensive** , particularly for small teams needing multiple licenses and features.
- Users note **insufficient learning resources** in Whimsical, hindering onboarding and making it difficult for beginners to adapt.

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

**["Simple, Fast Diagramming for Clear Flowcharts and System Diagrams"](https://www.g2.com/survey_responses/whimsical-review-12341777)**

**Rating:** 4.0/5.0 stars

_— Rajesh T._

[Read full review](https://www.g2.com/survey_responses/whimsical-review-12341777)

**["Versatile, User-Friendly Tool for Wireframes, Diagrams, and More"](https://www.g2.com/survey_responses/whimsical-review-12551807)**

**Rating:** 4.5/5.0 stars

_— Verified User in Government Relations_

[Read full review](https://www.g2.com/survey_responses/whimsical-review-12551807)

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

- [What is whimsical wireframe?](https://www.g2.com/discussions/what-is-whimsical-wireframe) - 1 comment
- [How do you use whimsical software?](https://www.g2.com/discussions/how-do-you-use-whimsical-software)
- [What is whimsical product?](https://www.g2.com/discussions/what-is-whimsical-product)
- [What is whimsical tool used for?](https://www.g2.com/discussions/what-is-whimsical-tool-used-for) - 1 comment

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

Tability is easiest way for teams to start and scale their OKR-tracking process. Import existing goals in 1-click, set up reminders, and start getting actionable insights on day one. -- Maintain urgency \* Keep an eye on OKR progress with built-in dashboards for C-suite and managers \* Drive accountability with reminders and notifications \* Identify risks at a glance -- Keep your team aligned \* Easily see what the top priorities are for you and your team. \* Share progress with weekly check-ins. -- Automate accountability \* Stop getting overwhelmed — Tability will let you know what you need to focus on. \* Check-ins reminders are sent every week on your behalf. \* No more clicking around spreadsheets — all your goals are accessible from your dashboard. -- Stay connected to your team \* See how the rest of your team is doing. \* Make sure that everyone is on track. \* Get notified when important updates are shared.

**Average Rating:** 4.6/5.0

**Total Reviews:** 158

#### How Do G2 Users Rate Tability?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Planning:** 9.3/10 (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 Tability?

- **Seller:** [Tability](https://www.g2.com/sellers/tability)
- **Year Founded:** 2021
- **HQ Location:** Sydney, NSW
- **Twitter:** @tabilityio  
323 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=17bc9ee87a6b299270f89121fce15ee75c8526108705599b96ba83d39f88a3dd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18312545%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 48% Small, 44% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Tability, appreciating its intuitive setup and helpful AI-generated prompts.
- Users love the **progress tracking feature** of Tability, enhancing clarity and alignment in managing team goals.
- Users highlight Tability's **intuitive interface** , making it effortless to set up and use for effective goal management.
- Users appreciate the **efficiency of Tability** , enabling quick OKR management and fostering team alignment without unnecessary complexity.
- Users value Tability for its **usability and centralization** , streamlining workflows and enhancing goal management across teams.

##### Cons

- Users find the **learning curve steep** , requiring time for adaptation and understanding of Tability's features.
- Users note that there is **room for improvement in the Dashboard layout** to enhance clarity and usability.
- Users feel the **layout issues** in Tability's dashboard hinder quick comprehension and overall readability.
- Users find the **missing features** in Tability limiting, expressing a need for deeper integrations and customization options.
- Users express concerns about the **billing issues** , citing excessive pricing and limitations on purchasing credits.

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

**["Simple and intuitive platform to track OKRs and maintain focus on priorities"](https://www.g2.com/survey_responses/tability-review-12714546)**

**Rating:** 4.0/5.0 stars

_— José C._

[Read full review](https://www.g2.com/survey_responses/tability-review-12714546)

**["All-in-One Solution for Seamless OKRs and Strategy Mapping"](https://www.g2.com/survey_responses/tability-review-12041638)**

**Rating:** 5.0/5.0 stars

_— Alex C._

[Read full review](https://www.g2.com/survey_responses/tability-review-12041638)

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

- [What is the best tool to check the stability of the data?](https://www.g2.com/discussions/what-is-the-best-tool-to-check-the-stability-of-the-data)
- [What do you mean by product stability?](https://www.g2.com/discussions/what-do-you-mean-by-product-stability)
- [What is meant by stability testing?](https://www.g2.com/discussions/what-is-meant-by-stability-testing)
- [What is stability performance?](https://www.g2.com/discussions/what-is-stability-performance)

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

With Primetric, you can easily forecast people availability and projects profitability in your professional service company. Plan, track, budget, and optimize from a high-level view.

**Average Rating:** 4.9/5.0

**Total Reviews:** 68

#### How Do G2 Users Rate Primetric?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Planning:** 9.2/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 10.0/10 (Category avg: 8.9/10)
- **Resource Allocation:** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Primetric?

- **Seller:** [Primetric](https://www.g2.com/sellers/primetric)
- **Year Founded:** 2016
- **HQ Location:** Wrocław, Dolnosląskie
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab0bdaf51ff80d1d1fee5327952a06b66dc2e40ebc67720f1891ee87028d4717&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11460217%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 63% Medium, 28% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficient resource management** in Primetric, enabling streamlined planning and informed decision-making across teams.
- Users appreciate the **automation of processes** in Primetric, making project management and reporting effortless and efficient.
- Users value the **ease of report generation** in Primetric, significantly enhancing efficiency and decision-making in their workflows.
- Users find Primetric to be an **intuitive and user-friendly** tool, enabling smooth navigation and efficient time tracking.
- Users value the **comprehensive project management features** of Primetric, simplifying workflows and enhancing decision-making efficiency.

##### Cons

- Users express a need for **missing features** in Primetric, such as monthly views and improved deletion confirmations.
- Users often face **data loss due to session timeouts** , requiring them to re-enter information after logging back in.
- Users find the **budgeting features lacking** in Primetric compared to dedicated finance applications.
- Users experience **freezing issues during data adjustments** , which can disrupt workflow and hinder productivity.
- Users express frustration over the **language limitations** of Primetric, as it lacks support for native languages.

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

**["Automated a huge part of my time tracking"](https://www.g2.com/survey_responses/primetric-review-7415669)**

**Rating:** 5.0/5.0 stars

_— Viktoriia O._

[Read full review](https://www.g2.com/survey_responses/primetric-review-7415669)

**["Simple promsing and growing tool for managing projects"](https://www.g2.com/survey_responses/primetric-review-7488648)**

**Rating:** 4.5/5.0 stars

_— Maciej M._

[Read full review](https://www.g2.com/survey_responses/primetric-review-7488648)

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

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

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

Get it done! Taskworld is the world's first integrated project management platform that makes it easy to scale your organization. Taskworld helps you and your team collaborate remotely, set timelines, share files, visualize insights and work on tasks across different departments simultaneously. Move to your digital workspace today and start scaling the execution capabilities of your organization by increasing productivity, engagement & satisfaction.

**Average Rating:** 4.4/5.0

**Total Reviews:** 90

#### How Do G2 Users Rate Taskworld?

- **Has the product been a good partner in doing business?:** 8.7/10 (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:** 7.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Taskworld?

- **Seller:** [Taskworld](https://www.g2.com/sellers/taskworld)
- **Year Founded:** 2012
- **HQ Location:** New York, NY
- **Twitter:** @taskworld  
9,552 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=75794ef8f5b6d9a8bef76d872b7bfbe794a48ea571a462ff54ce88ef3338b01b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3297499%2F&secure%5Burl_type%5D=linkedin_company_website)  
65 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 61% Small, 35% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **efficient task management features** of Taskworld that streamline team collaboration and tracking.
- Users appreciate the **easy task tracking and organization** in Taskworld, benefiting from its intuitive interface and timeline features.
- Users appreciate the **intuitive interface** of Taskworld, which enhances task tracking and planning effectively.
- Users value the **efficient task management features** that facilitate easy creation, assignment, and tracking of tasks.
- Users love the **efficient task management features** of Taskworld, enhancing team collaboration and productivity.

##### Cons

- Users find that mastering advanced features of Taskworld has a **steep learning curve** , which can overwhelm newcomers.
- Many users find the **advanced features overwhelming** , as they require time and effort to fully master.
- Users have reported **slow performance** with Taskworld, especially on large projects with extensive task lists and subtasks.
- Users find that the **time-consuming advanced features** of Taskworld can overwhelm new users and hinder productivity.

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

**["Effortless Task Management with Taskworld"](https://www.g2.com/survey_responses/taskworld-review-12760370)**

**Rating:** 5.0/5.0 stars

_— Jaime B._

[Read full review](https://www.g2.com/survey_responses/taskworld-review-12760370)

**["Absolutely Fantastic for Goal Achievement"](https://www.g2.com/survey_responses/taskworld-review-12703788)**

**Rating:** 5.0/5.0 stars

_— Oskar ._

[Read full review](https://www.g2.com/survey_responses/taskworld-review-12703788)

### [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews)

Certinia Professional Services (PS) Cloud is the world’s only Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations. It connects projects, people, and financials on the Salesforce platform you already trust; eliminating silos and providing the high-fidelity data required to run your services business with absolute certainty. • Get 360º visibility into your business: Manage resources, projects, and financials in the same application as your customer interactions. With a single system of record, leaders view margins and forecasts in real time with 100% auditability, ensuring your ""Services Math"" is accurate and your financial integrity is maintained at scale. • Keep customers at the center: Eliminate the ""Context Gap"" with a customer-centric PSA where every team works from one master record. The Project Assistant Agent accelerates delivery by proactively identifying data anomalies, such as missing time cards or overdue items—ensuring sales promises align with delivery for a superior customer experience. • Optimize resource management: Close utilization gaps and keep projects on track. The Staffing Agent identifies ""best-match"" resources for work-in-flight, while enhanced work planning tools allow managers to take direct staffing actions instantly. Assign the right people to the right work to drive efficiency without overloading staff. • Accelerate quoting and billing: Handle complex contracts with a hardened financial engine that supports everything from fixed-fee to outcome-based pricing. New Top-Down Estimation and Role Multipliers drastically reduce the time required to quote large, multi-year engagements while ensuring every dollar is trackable and compliant. • Drive certainty in revenue forecasting: Replace guesswork with connected, real-time data. By unifying the engagement lifecycle, PS Cloud powers reliable revenue forecasting with as little as a 1% variance. Close your books faster and make smarter growth decisions backed by a system that eliminates manual data syncing. • Turn insights into action: PS Cloud turns insights into action directly within a unified Salesforce-native workflow, where real-time project data triggers immediate operational changes. By connecting delivery and financials on a single record, the system identifies margin leaks and resource gaps as they happen, allowing managers to execute staffing and project updates instantly rather than waiting for historical reports.

**Average Rating:** 4.3/5.0

**Total Reviews:** 644

#### How Do G2 Users Rate Certinia PS Cloud?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10)
- **Planning:** 8.9/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 7.9/10 (Category avg: 8.9/10)
- **Resource Allocation:** 7.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Certinia PS Cloud?

- **Seller:** [Certinia](https://www.g2.com/sellers/certinia)
- **Company Website:** certinia.com
- **Year Founded:** 2009
- **HQ Location:** Austin, TX
- **Twitter:** @CertiniaInc  
12,206 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c1833fb7480356beb39336d637165cd64d934eee3ae8b7102f461f6addf6e34d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcertinia%2F&secure%5Burl_type%5D=linkedin_company_website)  
981 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Salesforce Administrator, Project Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 53% Medium, 36% Large

#### What Do G2 Reviewers Say About Certinia PS Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Certinia PS Cloud, enjoying seamless navigation and integrated project management.
- Users value the **efficiency in project management** with Certinia PS Cloud, significantly saving time in operations.
- Users value the **seamless reporting capabilities** of Certinia PS Cloud, enhancing efficiency throughout the professional-services lifecycle.
- Users value the **user-friendly integration** of Certinia PS Cloud, simplifying management of projects and resources effectively.
- Users value the **native Salesforce integration** of Certinia PS Cloud, enhancing seamless functionality across various business sizes.

##### Cons

- Users find the **learning curve steep** with Certinia PS Cloud, citing challenges in understanding the software without formal training.
- Users find the **complex usability** of Certinia PS Cloud challenging, especially with its steep learning curve and cluttered interface.
- Users find **difficult customization** of Certinia PS Cloud hampers efficiency, requiring extensive skills and time for configuration.
- Users experience **slow performance** with Certinia PS Cloud, leading to frustrations in functionality and productivity challenges.
- Users find the **missing features** in Certinia PS Cloud limit usability and resource management capabilities.

#### What Are Recent G2 Reviews of Certinia PS Cloud?

**["Automated Project Management Tool within the Clouds"](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7287486)**

**Rating:** 4.5/5.0 stars

_— Yassin O._

[Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7287486)

**["Clear Project Visibility with Powerful Dashboards and Reporting"](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12668301)**

**Rating:** 5.0/5.0 stars

_— Thomas B._

[Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12668301)

#### What Are G2 Users Discussing About Certinia PS Cloud?

- [What is FinancialForce PSA used for?](https://www.g2.com/discussions/what-is-financialforce-psa-used-for) - 1 comment
- [How much does financial force cost?](https://www.g2.com/discussions/financialforce-psa-how-much-does-financial-force-cost)
- [What is PSA in software engineering?](https://www.g2.com/discussions/what-is-psa-in-software-engineering) - 1 comment
- [What is a PSA platform?](https://www.g2.com/discussions/financialforce-psa-what-is-a-psa-platform) - 1 comment
- [What is FinancialForce PSA?](https://www.g2.com/discussions/what-is-financialforce-psa) - 3 comments

### [IBM Targetprocess](https://www.g2.com/products/ibm-targetprocess/reviews)

IBM Targetprocess, is a platform for enterprise agile planning (EAP) and strategic portfolio management (SPM) solutions that allows business and technology planners at all levels to dynamically plan and manage work, resources, investments, programs, and portfolios while ensuring continuous alignment to the enterprise strategy in a single source of truth. IBM Targetprocess is a platform for enterprise agile planning (EAP) and strategic portfolio management (SPM) solutions that allows business and technology planners at all levels to dynamically plan and manage work, resources, investments, programs, and portfolios while ensuring continuous alignment to the enterprise strategy in a single source of truth. The combination of flexible architecture and Solutions Library helps to ensure the fastest time to value for every solution. IBM Targetprocess integrates directly with the financial management platform to provide financial insights into labor allocations, labor capitalization, and labor forecasts to improve how a company measures, plans, and invests in their workforce. Solutions: IBM Targetprocess' solutions-led strategy to make Enterprise Agile easier, allowing teams to take a building-block style approach to their agile transformation. Strategic planning solutions allow business leaders to capture strategy and OKRs in a single source of truth, and even update priorities with confidence that portfolio, product managers, and even autonomous Agile teams will see and align their work to the new priorities. Resource Management solutions allow portfolio and product teams to plan and forecast capacity and dynamically manage resources while minimizing risks and optimizing resource utilization. The Portfolio budgeting solutions enabled by IBM Targetprocess partners financial teams with product and portfolio managers to enable a shift to continuous product funding, and Program Management solutions ensure the successful execution of Agile programs across hybrid and strategic portfolios. Strategic Planning: Align work, labor, and investments to the strategic objectives of the business and maximize execution. • Capture and communicate corporate objectives in a persistent tool visible by the entire organization. • Link specific elements of execution to strategic objectives (i.e. initiatives, epics, features, teams, budgets, etc.). • View the split between Run-the-Business and Change-the-Business goals and pivot investments. • Easily track and view progress of strategic objectives. Portfolio Budgeting: Align with finance as you shift from annual funding of projects to continuous product funding. • View portfolio totals, actuals, OpEx, and CapEx, budgeted costs, and labor and non-labor costs in one place. • One source of truth to view portfolio budgets and their initiatives. • View the split between labor and non-labor actuals on a monthly basis. • Quickly change Funded costs and labor/non-labor costs in the initiative breakdown. Resource Management: Optimize resources, capacity, and demand to reduce risk and maximize utilization of headcount. • Monitor the impact of changes in real-time, with multiple views of reports to minimize inefficiency and overutilization. • Dashboards allow optimization of incoming demand against capacity. • Connect resource bill rates, team rates, and blended rates and utilization with automatic cost forecasting. Program Management: Digitize and automate quarterly business and program increment planning. • Seamlessly setup PI Planning with connected backlogs for Portfolio, Product, and Teams. • Visualize key metrics and flow of value with Flow metrics in a customizable dashboard. • Execute confidently by easily tracking progress in real-time, quickly identifying dependencies, and adapting to changes through the Program Board. Market Differentiators: - Flexible architecture: Targetprocess flexible architecture adapts to your organizations operating models – no matter how unique. - Time to value: Targetprocess Solutions Library minimizes administrative overhead and delivers rapid time to value for every solution. - Holistic financials: Targetprocess and IBM Apptio provide visibility to labor and non-labor costs for planning and managing investments.

**Average Rating:** 4.3/5.0

**Total Reviews:** 236

#### How Do G2 Users Rate IBM Targetprocess?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Planning:** 7.6/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.5/10 (Category avg: 8.9/10)
- **Resource Allocation:** 7.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind IBM Targetprocess?

- **Seller:** [Apptio, an IBM Company](https://www.g2.com/sellers/apptio-an-ibm-company)
- **Year Founded:** 1996
- **HQ Location:** Bellevue, WA
- **Twitter:** @Apptio  
9,662 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1eb96595a20d7a25bffe1aafb247c6ba8f7736fdc37e3f26d0f035642254f629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapptio%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,280 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Software Developer
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 42% Medium, 35% Small

#### What Do G2 Reviewers Say About IBM Targetprocess?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **bird's eye view of projects** , enhancing collaboration and visibility across the enterprise for better decision-making.
- Users appreciate the **flexibility** of IBM Targetprocess, as it adapts well to various frameworks and organizational needs.
- Users appreciate the **comprehensive organization** capabilities of IBM Targetprocess, which enhance project visibility and management efficiency.
- Users appreciate the **ease of use and seamless integration** of IBM Targetprocess, enhancing team management and communication.
- Users commend the **seamless team collaboration** of IBM Targetprocess, enhancing communication and project tracking effectively.

##### Cons

- Users find the **steep learning curve** challenging, wishing for more documentation and guidance for better tool utilization.
- Users find the **learning difficulty** problematic due to unclear documentation and inadequate training resources, hindering best practices.
- Users find the **complexity** of IBM Targetprocess can hinder setup and usability, especially for Agile newcomers.
- Users find the **difficult navigation** in IBM Targetprocess frustrating, hindering their ability to easily access information.
- Users struggle with **navigation difficulty** in IBM Targetprocess, finding it hard to locate essential features and information.

#### What Are Recent G2 Reviews of IBM Targetprocess?

**["Single Source of Truth with Clear Visibility Across Teams and Portfolios"](https://www.g2.com/survey_responses/ibm-targetprocess-review-12285719)**

**Rating:** 5.0/5.0 stars

_— Verified User in Automotive_

[Read full review](https://www.g2.com/survey_responses/ibm-targetprocess-review-12285719)

**["Streamlined Project Management, Needs UI Improvements"](https://www.g2.com/survey_responses/ibm-targetprocess-review-11647564)**

**Rating:** 4.0/5.0 stars

_— Anant D._

[Read full review](https://www.g2.com/survey_responses/ibm-targetprocess-review-11647564)

#### What Are G2 Users Discussing About IBM Targetprocess?

- [What is Apptio Targetprocess used for?](https://www.g2.com/discussions/what-is-apptio-targetprocess-used-for)

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

Grow your firm, and your impact.
 Projectworks is AI-powered, operator-built professional services automation software for consulting firms that want to grow and make a difference. Bringing deals, proposals, time tracking, resourcing, invoicing, and forecasting together in one platform, it gives you the visibility to see what’s working, fix what’s not, and scale your firm with confidence. Projectworks was built by consultants who know what it’s like to lose hours to spreadsheets and billing chaos. Designed specifically for engineering, architecture, software development, and management consulting, it’s professional services automation (PSA) software that gets experts out of the admin grind and back to the work that matters. Our cloud-based PSA tool brings together everything your business needs to plan, track, forecast, and grow. By automating time tracking, expense tracking, resource planning, project financials, and real-time reporting, Projectworks frees your people to focus on solving the world’s hardest problems - not wrestling with manual processes. On average, Projectworks users grow 20% in their first year. Connect Projectworks with your existing stack - including Xero, QuickBooks Online, MYOB, Jira, Azure DevOps, HubSpot, and Salesforce - to eliminate double handling, align your data, and operate with confidence. We’ll help you set up for success with expert data migration, comprehensive training, and responsive ongoing support. Key features Time tracking software Easy, accurate timesheets that actually get filled out. Simplify project time tracking and keep billing up to date with integrated time management software for consultants. Expense tracking Track project spend against budget with simple, mobile-friendly expense submission. Sync approved expenses directly to Xero as bills to pay. Resource management software Plan and allocate resources effectively. See availability, utilization, and capacity in real time with powerful resource planning tools that make project delivery predictable. Revenue forecasting & project profitability Combine financial and resourcing data to model revenue, monitor utilization and profitability, and make confident growth decisions. Invoicing automation Create pre-populated invoices that sync seamlessly with Xero, reducing admin and helping you get paid faster. Reporting & insights Access real-time dashboards, project profitability reports, and PSA analytics that bring clarity to every decision. Track the consulting metrics that matter most - across projects, clients, and teams. Integrations Connect your favorite tools and run your firm on a unified project management and financial reporting platform. Get a 10% discount on annual subscriptions.

**Average Rating:** 4.5/5.0

**Total Reviews:** 215

#### How Do G2 Users Rate Projectworks?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Planning:** 8.3/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.1/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Projectworks?

- **Seller:** [Projectworks](https://www.g2.com/sellers/projectworks)
- **Company Website:** projectworks.com
- **Year Founded:** 2019
- **HQ Location:** San Mateo, California
- **Twitter:** @projectworksltd  
28 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ded13ee67e43f9892400d783058626dcfbb1403911721452555eb55774b06978&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojectworks-io%2F&secure%5Burl_type%5D=linkedin_company_website)  
77 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, Director
- **Top Industries:** Information Technology and Services, Consulting
- **Company Size:** 65% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Projectworks, finding the interface intuitive and supportive for their needs.
- Users appreciate the **centralized and streamlined project management** of Projectworks, enhancing efficiency across multiple regions.
- Users highly value the **user-friendly interface** of Projectworks, enhancing day-to-day operations and improving overall efficiency.
- Users appreciate the **intuitive user interface** of Projectworks, enhancing efficiency and collaboration across diverse teams.
- Users praise Projectworks for its **comprehensive features** that streamline management and enhance decision-making across multiple regions.

##### Cons

- Users find the **limited features** in Projectworks restrict project management capabilities and integration flexibility.
- Users find **missing invoicing features** frustrating, necessitating workarounds and lacking customization for their specific needs.
- Users find **limited customization** in reporting and workflows, leading to minor frictions during fast-paced project management.
- Users find the **learning curve steep** due to complex features and unclear WIP functionality, requiring time to adapt.
- Users note that **reporting issues** create minor friction, with requests for improved customization and speed in Projectworks.

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

**["All-in-One, Flexible End-to-End Project Management Solution"](https://www.g2.com/survey_responses/projectworks-review-13100948)**

**Rating:** 5.0/5.0 stars

_— Kevin L._

[Read full review](https://www.g2.com/survey_responses/projectworks-review-13100948)

**["Straightforward Resourcing and Profitability Tracking with Clear Practice Visibility"](https://www.g2.com/survey_responses/projectworks-review-13147367)**

**Rating:** 4.5/5.0 stars

_— Vicki E._

[Read full review](https://www.g2.com/survey_responses/projectworks-review-13147367)

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

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

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

Precursive is a fast and flexible professional services automation solution to connect demand with delivery, improve execution and grow recurring revenue, that is 100% native to the Salesforce platform. Optimize sales, resourcing, delivery execution, customer collaboration and revenue management. Trusted by the worlds's best services teams such as Relias, Degreed, DealerTrack (COX Automotive), PagerDuty, Dutchie, Torrent Consulting. HOW WE HELP SALES - SERVICES HANDOVERS Create smooth transitions between sales, services and customer success by automating project creation from opportunities in Salesforce with the relevant staffing requirements and project plans ready to go! CUSTOMER ONBOARDING & IMPLEMENTATION Precursive combines award-winning customer onboarding & project management functionality with the leading capacity planning & resource management tool. AGILE RESOURCE MANAGEMENT Agile resourcing tool with capacity planning, utilization monitoring & simple scheduling. Easy-to-use planner so when projects shift, you can react. Gantt view & skill seeker so the right person & knowledge is found. HIGH-VELOCITY SERVICES DELIVERY Improve time-to-value with smooth services delivery. Close a new customer, launch them quickly and seamlessly transition to services delivery with project templates, Kanban boards, task allocation and easy-to-use time tracking. PROJECT ACCOUNTING Track project performance: see budgets, costings, profit & margin in clear dashboards. Forecast and recognise services revenues across all people & projects. Get rollups of all your key KPIs including billings, margins and revenues. TIMESHEET, EXPENSES & BILLING Pre-populate timesheets for billable & non-billable time + expenses. Accurate time tracking & billing reduces revenue leakage. Improve cashflow with on-time accurate invoicing. Workforce management incl. staff profiles. REPORTING & DASHBOARDS Make better decisions about your team, projects and customers across professional services. Get real-time information on capacity, demand, margins, project health, services revenues, and utilization. CUSTOMER SUCCESS Examples of how we have helped our customers include: Dealertrack | Automotive Software + $1M cost saving with increased visibility into resource management and finances. + 1.5 hours per week saved by 7 senior VPs Relias | Healthcare E-learning Software + $500k in cost savings without staff reductions and accelerated speed-to-revenue. + 34% increase on margin now easily tracked on a PS dashboard P3 Adaptive | Consultancy + 30 hours saved monthly - Streamlined systems now allow time spent on other tasks + 100% better forecasting - Financial forecasting has now doubled to 2 months

**Average Rating:** 4.2/5.0

**Total Reviews:** 64

#### How Do G2 Users Rate Precursive?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Planning:** 8.3/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.0/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Precursive?

- **Seller:** [Precursive](https://www.g2.com/sellers/precursive)
- **Year Founded:** 2011
- **HQ Location:** London
- **Twitter:** @precursive  
2,598 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ec4a8816b249c95d9331fa5afac6e859f9a8ca50a22d54dbefb06f2402b052c8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1703411%2F&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 73% Medium, 16% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **exceptional customer support** of Precursive, appreciating their responsiveness and commitment to success.
- Users highlight the **ease of use** of Precursive, making task management intuitive and boosting efficiency for teams.
- Users appreciate the **ease of project management** with Precursive, benefiting from intuitive tools and exceptional support.
- Users value the **user-friendly interface** of Precursive, enhancing efficiency and making project management intuitive.
- Users find Precursive to be **intuitive** , enhancing efficiency with seamless integration and a familiar Salesforce interface.

##### Cons

- Users express concerns about **access limitations** , finding the mobile experience and sharing options less intuitive than desired.
- Users express frustration with **limited reporting capabilities** , hindering the ability to analyze data across multiple objects efficiently.
- Users experience **restrictive reporting capabilities** in Precursive, leading to inefficiencies and complexities in data management.
- Users note **limitations in reporting and permissions** that can hinder efficiency and require unnecessary navigation.
- Users find the **app functionality lacking** , citing excessive clicks and a limited mobile experience as major drawbacks.

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

**["Quality product, expert guidance"](https://www.g2.com/survey_responses/precursive-review-11754590)**

**Rating:** 5.0/5.0 stars

_— Ryan F._

[Read full review](https://www.g2.com/survey_responses/precursive-review-11754590)

**["feature rich software, with excellent support"](https://www.g2.com/survey_responses/precursive-review-11537250)**

**Rating:** 4.5/5.0 stars

_— luke s._

[Read full review](https://www.g2.com/survey_responses/precursive-review-11537250)

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

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

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

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

**Average Rating:** 4.2/5.0

**Total Reviews:** 391

#### How Do G2 Users Rate Birdview?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Planning:** 8.6/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.8/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.6/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Birdview?

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

#### Who Uses This Product?

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

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

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

**Rating:** 4.5/5.0 stars

_— Roshan R._

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

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

**Rating:** 4.5/5.0 stars

_— Ravi Shankar P._

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

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

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

### [Planview PPM Pro](https://www.g2.com/products/planview-ppm-pro/reviews)

Planview PPM Pro is a project portfolio management (PPM) software solution that helps PMO teams centralize project portfolios, resources, financials, and reporting in one cloud-based system. It gives PMO leaders, project managers, and resource managers a shared system of record for managing project work end to end, replacing manual, spreadsheet-based tracking and fragmented reporting. Primary users include PMO directors, project managers, resource managers, and CIOs and CFOs who need portfolio-level visibility into project status, resource allocation, and financial performance. PPM Pro supports both traditional waterfall and hybrid project delivery methodologies and applies structured governance to work intake, financial tracking, and portfolio reporting. Main capabilities include: • Portfolio and project management with project templates, health scoring, and automatic status rollups across the full project inventory • Resource management through a centralized Resource Workbench that shows demand versus capacity, supports skills-based matching, and covers both employees and contractors • Financial management with budget, forecast, and actuals tracking at the task, project, and portfolio level, including capitalization (capex/opex) tracking • Structured work intake and request management, with configurable forms, approval workflows, and scoring models that route requests before work begins • Reporting and dashboards with configurable health indicators, calculated fields for custom metrics, and Predictive Portfolio Analysis and What-If Analysis tools for scenario planning PPM Pro connects with Planview AgilePlace and Planview ProjectPlace for organizations running hybrid delivery teams, and integrates with external tools including Jira, Azure DevOps, Cherwell, and Tasktop. Planview Anvi, Planview's AI capability, is being integrated into PPM Pro, including an Anvi Insights Widget for automated portfolio health analysis and an Anvi Chat interface currently available through early access.

**Average Rating:** 3.9/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Planview PPM Pro?

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.9/10)
- **Planning:** 8.3/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.0/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Planview PPM Pro?

- **Seller:** [Planview](https://www.g2.com/sellers/planview)
- **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?

- **Company Size:** 59% Large, 41% Medium

#### What Are Recent G2 Reviews of Planview PPM Pro?

**["Fast Weekly Timesheets with Helpful Line-Item Autofill, with Easy Improvements Possible"](https://www.g2.com/survey_responses/planview-ppm-pro-review-12960239)**

**Rating:** 5.0/5.0 stars

_— Arka R._

[Read full review](https://www.g2.com/survey_responses/planview-ppm-pro-review-12960239)

**["PPM Pro Review for IT Project Management"](https://www.g2.com/survey_responses/planview-ppm-pro-review-7099764)**

**Rating:** 5.0/5.0 stars

_— Cindy C._

[Read full review](https://www.g2.com/survey_responses/planview-ppm-pro-review-7099764)

#### What Are G2 Users Discussing About Planview PPM Pro?

- [What is Planview PPM Pro used for?](https://www.g2.com/discussions/what-is-planview-ppm-pro-used-for)
- [Is Planview cloud based?](https://www.g2.com/discussions/is-planview-cloud-based)
- [How much does Planview cost?](https://www.g2.com/discussions/how-much-does-planview-cost)
- [What is a PPM role?](https://www.g2.com/discussions/what-is-a-ppm-role)
- [What is Planview PPM pro?](https://www.g2.com/discussions/what-is-planview-ppm-pro)

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

Superthread is an all-in-one project management platform that integrates communication, tasks, transcribing meetings and documentation into a single, unified workspace. It is designed for teams and knowledge workers who need a structured way to manage projects and daily work. The platform addresses the challenges of a fragmented tool stack by providing a cohesive environment where all work-related information is centralised and organised. The platform's structure is hierarchical, similar to a folder system. This allows teams to organise their work logically, creating a clear and easy-to-navigate hierarchy for projects, teams, and departments. This structure helps users find information quickly and provides a clear overview of how different projects and tasks relate to one another. The hierarchical model ensures that all context, discussions, and files for a project are kept together, promoting transparency and reducing the time spent searching for information. - Hierarchical Structure: Organizes projects and information in a logical, folder-like structure, making it easy to manage and navigate complex workflows. - Unified Workspace: Combines multiple functions into a single platform, eliminating the need to switch between separate tools for chat, task management, and documentation. - Contextual Collaboration: All discussions and decisions are linked directly to the relevant project or task, ensuring that conversations are always tied to the work at hand and easy to reference. - Centralised Knowledge: Provides a unified space for creating and managing documents and other knowledge assets, fostering a single source of truth for all project and company information. Superthread is used by a wide range of teams across various industries who are looking to improve efficiency, reduce communication silos, and enhance overall team alignment. It is a comprehensive solution for any team seeking a more organised and productive way to manage their projects and daily work.

**Average Rating:** 4.6/5.0

**Total Reviews:** 30

#### Who Is the Company Behind Superthread?

- **Seller:** [Superthread](https://www.g2.com/sellers/superthread)
- **Year Founded:** 2020
- **HQ Location:** London, GB
- **Twitter:** @Superthread\_  
518 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=89492e98a4d06b2b6c6fe15743f42fde7b3d3e0ec6cdb5b795cfa3bceef59154&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuperthread&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Games
- **Company Size:** 86% Medium, 14% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love Superthread for its **intuitive navigation** , making it easy to use and organize tasks effectively.
- Users love the **intuitive and minimal user interface** of Superthread, enhancing organization and focus in tasks.
- Users value the **seamless task management** in Superthread, enhancing productivity and streamlining team workflows effortlessly.
- Users love the **ease of use** of Superthread, finding it intuitive and perfect for both personal and team tasks.
- Users love the **clean and intuitive interface** of Superthread, enhancing seamless team collaboration and task management.

##### Cons

- Users experience **glitches** like misaligned cards and frequent logouts, disrupting their workflow and causing frustration.
- Users report **slow performance** with frequent logouts and technical issues limiting access to their archived cards.
- Users are frustrated by **missing features** like direct archive access and frequent account logouts affecting usability.
- Users find **page management frustrating** due to incorrect column displays, unexpected logouts, and constant page reloads.
- Users experience **poor interface design** in Superthread, with issues like small clickable areas and auto-reloading pages.

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

**["Superthread is the best choice for work"](https://www.g2.com/survey_responses/superthread-review-11231434)**

**Rating:** 5.0/5.0 stars

_— Kate S._

[Read full review](https://www.g2.com/survey_responses/superthread-review-11231434)

**["Great tool for remote teams!"](https://www.g2.com/survey_responses/superthread-review-11231006)**

**Rating:** 5.0/5.0 stars

_— Mariia V._

[Read full review](https://www.g2.com/survey_responses/superthread-review-11231006)

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

Avaza provides an integrated suite of functionality for running your client-focused business. This includes Project Management & Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing. Each of these modules can be used together or independently to suit a wide range of businesses. Avaza is particularly useful for consulting & professional services companies that need all these functions, and enjoy having a single source of truth & powerful reporting. Avaza is built in the cloud and available on any device.

**Average Rating:** 4.5/5.0

**Total Reviews:** 372

#### How Do G2 Users Rate Avaza?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Planning:** 8.4/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.0/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Avaza?

- **Seller:** [Avaza Software](https://www.g2.com/sellers/avaza-software)
- **Company Website:** www.avaza.com
- **Year Founded:** 2014
- **HQ Location:** Neutral Bay
- **Twitter:** @AvazaHQ  
1,038 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d9b76644acf957e0334e0890b47e525663051f1f566b9dde73de70ecb8aa761d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3778536%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Project Manager
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 75% Small, 22% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Avaza **easy to use** , enabling smooth collaboration and effective project management insights for their teams.
- Users enjoy the **effective time tracking** in Avaza, facilitating easy insight into team utilization and budget management.
- Users commend the **world-class customer support** of Avaza, appreciating quick and effective resolutions from real humans.
- Users find that Avaza's **time-saving features** streamline project management, enhancing team collaboration and reporting efficiency.
- Users appreciate Avaza's **simple and intuitive interface** , facilitating ease of use and powerful functionality for productivity.

##### Cons

- Users express concern over **limited features** in Avaza, especially regarding invoice customization and task management.
- Users find the **limited features for grouping timesheet entries and sub-tasks** hinder effective time management in Avaza.
- Users find **limited customization** frustrating, especially with invoice templates and task management features in Avaza.
- Users find **reporting challenging** in Avaza due to complex data pulling and overwhelming project setups.
- Users report **reporting issues** due to complexity and limited customization, making data retrieval frustrating.

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

**["Less time reconstructing hours and costs between .NET delivery and invoicing"](https://www.g2.com/survey_responses/avaza-review-13133826)**

**Rating:** 4.5/5.0 stars

_— Yurii L._

[Read full review](https://www.g2.com/survey_responses/avaza-review-13133826)

**["Avaza has help my team stay organized"](https://www.g2.com/survey_responses/avaza-review-9237212)**

**Rating:** 4.0/5.0 stars

_— Craig S._

[Read full review](https://www.g2.com/survey_responses/avaza-review-9237212)

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

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

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

Deltek WorkBook is an agency management solution, built with the creative production process in mind, that integrates your agency’s project and resource management processes so that you have accurate, real-time data and insights about your agency’s overall performance. From daily tasks to the big picture; from the project team who live at the epicenter of the work to the management team charged with the overall success and growth of your agency. Deltek WorkBook is designed specifically for Advertising Agencies, Marketing & PR Firms, Digital Agencies, In-House Agencies & Creative Teams, and Professional Services Agencies.

**Average Rating:** 3.7/5.0

**Total Reviews:** 52

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

- **Has the product been a good partner in doing business?:** 7.6/10 (Category avg: 8.9/10)
- **Planning:** 9.2/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.5/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.3/10 (Category avg: 8.4/10)

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

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

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 45% Medium, 34% Small

#### What Do G2 Reviewers Say About Deltek WorkBook?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **all-in-one solution** of Deltek WorkBook, benefiting from integrated project management and finance tools.
- Users value the **all-in-one solution** of Deltek WorkBook, enabling seamless integration of project and client management.
- Users appreciate the **comprehensive features** of Deltek WorkBook, facilitating seamless management across various functions and processes.
- Users find that Deltek WorkBook provides a **time-saving solution** through its efficient management of multiple processes.
- Users value the **effective time tracking** features of Deltek WorkBook, enhancing billing and payroll management seamlessly.

##### Cons

- Users struggle with the **learning curve** of Deltek WorkBook, finding the UI unintuitive and documentation lacking.
- Users find the **complex usability** of Deltek WorkBook challenging, hindering productivity and non-expert adoption.
- Users find the **lack of intuitiveness** in Deltek WorkBook frustrating, hindering productivity and ease of use for newcomers.
- Users find Deltek WorkBook's **not intuitive** interface challenging, making it hard for non-experts to navigate effectively.
- Users find the **interface not user-friendly** , especially regular users, hampering productivity and overall adoption of Deltek WorkBook.

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

**["Feature-Rich Project Management with Excellent Support"](https://www.g2.com/survey_responses/deltek-workbook-review-12032280)**

**Rating:** 4.0/5.0 stars

_— Joseph C._

[Read full review](https://www.g2.com/survey_responses/deltek-workbook-review-12032280)

**["Amazing Accounting Performance with Great Support"](https://www.g2.com/survey_responses/deltek-workbook-review-12700809)**

**Rating:** 5.0/5.0 stars

_— Kaylee Z._

[Read full review](https://www.g2.com/survey_responses/deltek-workbook-review-12700809)

#### What Are G2 Users Discussing About Deltek WorkBook?

- [How much does Deltek software cost?](https://www.g2.com/discussions/deltek-workbook-how-much-does-deltek-software-cost)
- [What is WorkBook management tools?](https://www.g2.com/discussions/what-is-workbook-management-tools)
- [What is WorkBook software?](https://www.g2.com/discussions/what-is-workbook-software)
- [What kind of software is Deltek?](https://www.g2.com/discussions/what-kind-of-software-is-deltek)

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

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 25

#### How Do G2 Users Rate BigPicture?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10)
- **Planning:** 8.8/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.5/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind BigPicture?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Noble E._

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

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

**Rating:** 4.5/5.0 stars

_— Norbert M._

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

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

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

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

Planview AgilePlace is a kanban-based work management software solution that helps engineering and delivery teams visualize, plan, and manage work at the team and cross-team level. It translates tasks, steps, and handoffs into boards and cards, giving anyone on the team a clear view of what is in progress, what is blocked, and where work stands at any point in the delivery cycle. AgilePlace's kanban model is methodology-agnostic. It supports Scrum, SAFe, Kanban, waterfall, and hybrid delivery equally, so teams can configure boards around their existing process rather than adopting a new one. The software scales from a single team's board to cross-team and portfolio-level views of larger initiatives, connecting day-to-day delivery work to broader objectives. Primary users include software engineering leaders, application development leaders, CTOs and CPOs, and Agile or Lean transformation leads, typically in organizations that already have delivery teams in place and are working to improve cross-team visibility, delivery predictability, or consistency at scale. Main capabilities include: • Configurable Kanban boards and cards with an unlimited number of boards, flexible layouts, and a library of board templates for common team and program use cases • Work in process (WIP) limits and lane policies that restrict how much work a team or individual can take on at once, along with blocked-status flags that surface impediments immediately • Cross-team dependency visibility, including card connections that link related work items and roll up status across teams • Collaboration tools such as card comments, mentions, and notifications that keep discussion and context attached to the work itself • Lean and Agile metrics and reporting, along with OKR integration that connects team-level delivery to shared objectives and key results AgilePlace is designed to work alongside the tools already in use across a delivery organization rather than replace them, connecting teams working in different tools and methodologies into a shared view of status and priority. Organizations use it to reduce reliance on manual status updates, spreadsheets, and disconnected reporting, and to give both individual teams and cross-team programs a consistent way to track flow, manage dependencies, and measure delivery performance over time.

**Average Rating:** 4.1/5.0

**Total Reviews:** 363

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

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.9/10)
- **Planning:** 9.1/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.2/10 (Category avg: 8.9/10)
- **Resource Allocation:** 9.6/10 (Category avg: 8.4/10)

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

- **Seller:** [Planview](https://www.g2.com/sellers/planview)
- **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
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 45% Large, 31% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of learning** with Planview AgilePlace enhances their overall experience and productivity.
- Users appreciate the **ease of use** of Planview AgilePlace, highlighting its user-friendly interface and reduced clicks.
- Users appreciate the **intuitive interface** of Planview AgilePlace, making it easy to learn and use effectively.
- Users love the **great interface** of Planview AgilePlace, highlighting its ease of use and customer-oriented design.
- Users love the **user-friendly interface** of Planview AgilePlace, finding it intuitive and easy to navigate.

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

**["Flexible, Intuitive, and Automation-Friendly"](https://www.g2.com/survey_responses/planview-agileplace-review-12749449)**

**Rating:** 4.5/5.0 stars

_— Oluwaseun S._

[Read full review](https://www.g2.com/survey_responses/planview-agileplace-review-12749449)

**["Powerful Portfolio Visibility and Executive Reporting for Clearer Project Decisions"](https://www.g2.com/survey_responses/planview-agileplace-review-12999050)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/planview-agileplace-review-12999050)

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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.