# Best Project Management Software for Small Business - Page 10

## How Many Project Management Software Products Does G2 Track?

**Total Products under this Category:** 704

### 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
- 704+ 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=278&focus%5B%5D=530&focus%5B%5D=25675&focus%5B%5D=16194&focus%5B%5D=82623&focus%5B%5D=650&focus%5B%5D=36096&focus%5B%5D=5803)

Highlighted products: Asana, Smartsheet, ClickUp, monday AI Work Platform, Notion, Jira, Airtable, and Zoho Projects.

Underlying data: [Grid® JSON](https://www.g2.com/categories/project-management/grids.json?focus%5B%5D=asana&focus%5B%5D=smartsheet&focus%5B%5D=clickup&focus%5B%5D=monday-com&focus%5B%5D=notion&focus%5B%5D=jira&focus%5B%5D=airtable&focus%5B%5D=zoho-projects&segment=small-business)

**Sponsored**

### Wrike

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=14&secure%5Bchosen_at%5D=2026-08-01T23%3A22%3A37Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1382&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%2Fsmall-business%3Fpage%3D10&secure%5Btoken%5D=cf58d44d6fa4c94ad6758313dbb65ac715e2aedf65a343af8d5709e910ebfbd6&secure%5Burl%5D=https%3A%2F%2Fwww.wrike.com%2Ffeatures%2F&secure%5Burl_type%5D=paid_promos)

### [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews)

From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform.

**Average Rating:** 4.5/5.0

**Total Reviews:** 172

#### How Do G2 Users Rate Cloud Coach?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Planning:** 8.1/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.5/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Cloud Coach?

- **Seller:** [Cloud Coach](https://www.g2.com/sellers/cloud-coach-43497685-2c64-4700-a4ec-dacdf7bf3c94)
- **Company Website:** www.cloudcoach.com
- **Year Founded:** 2005
- **HQ Location:** Fort Collins, Colorado
- **Twitter:** @cloudcoach  
116 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ebab66de9f316860a0ee5073d272586a88200488ebf6e75263731b99bea0d9a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2739348%2F&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 54% Medium, 31% Small

#### What Do G2 Reviewers Say About Cloud Coach?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Cloud Coach, appreciating its intuitive interface and quick setup process.
- Users value the **seamless integration with Salesforce** in Cloud Coach, enhancing project management efficiency and visibility.
- Users value the **seamless integrations** with Salesforce, enhancing project management and data visibility across the organization.
- Users value the **easy integration** of Cloud Coach with Salesforce, enhancing customization and functionality for company-specific needs.
- Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency.

##### Cons

- Users find the **learning curve steep** , which can be intimidating for newcomers to Cloud Coach.
- Users find Cloud Coach to have **cumbersome complexity** that hinders usability and requires extensive customization efforts.
- Users note **missing features** in Cloud Coach, highlighting the need for more comprehensive functionalities and improvements.
- Users find **limited customization** options in Cloud Coach compared to other project management tools, leading to frustration.
- Users find Cloud Coach's interface **cumbersome and overly complex** , especially when managing dependencies in projects.

#### What Are Recent G2 Reviews of Cloud Coach?

**["Seamless Salesforce Integration and Powerful Project Management"](https://www.g2.com/survey_responses/cloud-coach-review-12110564)**

**Rating:** 4.5/5.0 stars

_— Msalazar L._

[Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12110564)

**["Unified Project, CRM & Support Platform That Streamlines Workflows and Capacity Tracking"](https://www.g2.com/survey_responses/cloud-coach-review-12276021)**

**Rating:** 5.0/5.0 stars

_— Beatrice R._

[Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12276021)

#### What Are G2 Users Discussing About Cloud Coach?

- [How do you use Cloud Coach?](https://www.g2.com/discussions/how-do-you-use-cloud-coach)
- [Does salesforce have a project management tool?](https://www.g2.com/discussions/does-salesforce-have-a-project-management-tool)
- [How long is the cloud coach program?](https://www.g2.com/discussions/how-long-is-the-cloud-coach-program)
- [What does Cloud Coach do?](https://www.g2.com/discussions/what-does-cloud-coach-do) - 1 comment

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

SpiraPlan by Inflectra is a cutting-edge enterprise platform designed to revolutionize how organizations manage strategic planning, project delivery, and risk oversight. Infused with advanced artificial intelligence (AI), SpiraPlan goes beyond traditional tools by automating workflows, delivering predictive analytics, and enhancing decision-making—ensuring your organization achieves its goals faster and more efficiently. Trusted by industries managing mission-critical systems—such as healthcare, aerospace, and defense—SpiraPlan equips businesses with the tools and insights they need to thrive in a fast-paced, rapidly evolving world. What Sets SpiraPlan Apart? 1. AI-Powered Insights for Smarter Decisions: Harness AI capabilities to simplify decision-making, proactively manage risks, and optimize project outcomes. With SpiraPlan’s AI-powered tools, your team spends less time troubleshooting and more time delivering results. 2. Unified Dashboard for Complete Visibility: SpiraPlan’s centralized control center provides a real-time overview of your projects and portfolios. Empower your teams to make faster, smarter decisions with these features: - - Gantt Charts: Plan and adjust timelines dynamically. - - AI-Enhanced Reporting: Access actionable insights to drive continuous improvement and business growth. 3. Agile-Ready with AI-Enhanced Efficiency: SpiraPlan supports Scrum, Kanban, and hybrid workflows, making it adaptable to your team’s preferred project management methodology. AI tools further enhance agility by optimizing backlog prioritization and predicting sprint outcomes, enabling teams to deliver high-quality results faster. 4. Seamless Integrations and Customization: Easily integrate SpiraPlan with over 65 popular tools, such as Jira, Git, Microsoft Teams, and Jenkins. The SpiraApps framework enables your team to build custom extensions while AI ensures intelligent data synchronization and seamless collaboration across tools. 5. Flexible Deployment for Maximum Security and Accessibility: SpiraPlan offers flexible deployment options tailored to your organization’s needs: - - Cloud Hosting: Available on AWS or private cloud solutions. - - On-Premise Deployment: Perfect for air-gapped environments and organizations prioritizing maximum security. Why SpiraPlan is the Future of Program and Risk Management Proactive Risk Mitigation: With AI’s ability to predict and address risks early, SpiraPlan safeguards your projects, keeping them on track and on budget. Increased Productivity: Automated workflows reduce manual tasks, allowing your team to focus on high-value activities. Scalable Solutions for Every Industry: SpiraPlan is built to support industries with complex workflows and compliance requirements, such as healthcare, aerospace, and defense. Faster Time-to-Value: Get up and running quickly with onboarding support and expert migration services tailored to your organization’s needs. Take the Next Step with SpiraPlan: Your business deserves more than just a project management tool—it needs a platform that drives innovation and success. With SpiraPlan’s AI-powered capabilities, your organization will gain the competitive edge required to: - - Deliver projects faster. - - Mitigate risks effectively. - - Make data-driven decisions at every stage. - - Schedule a personalized demo today and see how SpiraPlan can elevate your - - - project and risk management strategies. 👉 Explore SpiraPlan now at www.Inflectra.com

**Average Rating:** 4.5/5.0

**Total Reviews:** 46

#### How Do G2 Users Rate SpiraPlan?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Planning:** 8.9/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.1/10 (Category avg: 8.9/10)
- **Resource Allocation:** 9.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind SpiraPlan?

- **Seller:** [Inflectra](https://www.g2.com/sellers/inflectra)
- **Year Founded:** 2006
- **HQ Location:** Silver Spring, MD
- **Twitter:** @inflectra  
1,319 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aae67fa3a334395c305911d38dfc1a06d9f32ebc7746dcb63ea87bd2f83d1a2f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2129418%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 53% Small, 36% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find SpiraPlan **intuitive and easy to use** , facilitating effective project management and collaboration across teams.
- Users value the **advanced project management features** of SpiraPlan, enhancing collaboration and overall project tracking.
- Users value the **effective project tracking** in SpiraPlan, enhancing collaboration and management across teams seamlessly.
- Users value the **easy tracking** features of SpiraPlan, enjoying seamless task management and status updates.
- Users value the **advanced project management features** of SpiraPlan, enhancing their project planning and monitoring capabilities.

##### Cons

- Users experience **slow performance** with SpiraPlan, including lag and limitations in mobile responsiveness and customization.
- Users experience **poor mobile functionality** with SpiraPlan, citing responsiveness and third-party integration issues.
- Users report **app issues** with SpiraPlan, citing mobile performance and third-party integration concerns as significant drawbacks.
- Users find the **beginner difficulty** of SpiraPlan challenging, impacting their ability to fully utilize the module.
- Users find the module **difficult for new users** , which hinders their ability to fully utilize its features.

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

**["Centralizes Development with Strong Traceability"](https://www.g2.com/survey_responses/spiraplan-review-12611760)**

**Rating:** 4.0/5.0 stars

_— Riza ._

[Read full review](https://www.g2.com/survey_responses/spiraplan-review-12611760)

**["Unified Platform for Development and Testing"](https://www.g2.com/survey_responses/spiraplan-review-12456810)**

**Rating:** 4.0/5.0 stars

_— Veronica ._

[Read full review](https://www.g2.com/survey_responses/spiraplan-review-12456810)

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

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

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

ProjectFlow is a solution that helps improve project organization by increasing transparency and strengthening teamwork in a project, program, or portfolio.

**Average Rating:** 4.3/5.0

**Total Reviews:** 24

#### How Do G2 Users Rate ProjectFlow?

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.9/10)
- **Planning:** 9.2/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.7/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.6/10 (Category avg: 8.4/10)

#### Who Is the Company Behind ProjectFlow?

- **Seller:** [FLOWIT](https://www.g2.com/sellers/flowit)
- **Year Founded:** 1999
- **HQ Location:** Odense, Denmark
- **Twitter:** @flowit  
3 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a069010071ea883b083a0b19bd650504d1ae191d06d2476237ed0971a9fe2e35&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F411174%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 31% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **simple and intuitive interface** of ProjectFlow helpful for easy project management without extensive training.
- Users value the **ease of use** of ProjectFlow, enabling quick project management without extensive training.
- Users appreciate the **simple and intuitive interface** of ProjectFlow, enabling easy project management without extensive training.
- Users appreciate the **simple and intuitive interface** of ProjectFlow, enabling easy project management without extensive training.

##### Cons

- Users feel ProjectFlow has **limited functionality** compared to larger tools, lacking advanced features and a modern interface.
- Users feel that ProjectFlow is lacking **advanced features** compared to larger project management tools, affecting user experience.
- Users find ProjectFlow's interface **basic and outdated** , lacking advanced features compared to larger project management tools.

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

**["Project Management Software"](https://www.g2.com/survey_responses/projectflow-review-9399688)**

**Rating:** 5.0/5.0 stars

_— Armand R._

[Read full review](https://www.g2.com/survey_responses/projectflow-review-9399688)

**["Go easy with project flow"](https://www.g2.com/survey_responses/projectflow-review-4555488)**

**Rating:** 4.0/5.0 stars

_— Shridatha H._

[Read full review](https://www.g2.com/survey_responses/projectflow-review-4555488)

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

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

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

The all-in-one business management platform designed for freelancers and small businesses. Manage projects, communicate with clients, share files, create proposals, send invoices and get paid - all from one app.

**Average Rating:** 4.3/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate Plutio?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Plutio?

- **Seller:** [Plutio](https://www.g2.com/sellers/plutio)
- **Year Founded:** 2015
- **HQ Location:** London
- **Twitter:** @Plutio\_app  
1,674 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f44c57f5e7a7d985b13b911dec5d1fd05b25db0e078a2a8ccd39e0923477f156&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10304140%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 98% Small, 2% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users enjoy the **customizability** of Plutio, allowing them to tailor it to their unique branding needs.
- Users enjoy the **extensive customization options** in Plutio, allowing for a tailored experience to fit their brand.
- Users find that **Plutio streamlines project management** effectively, consolidating multiple tasks into a single platform for efficiency.
- Users find the **time tracking** feature of Plutio invaluable for managing projects alongside invoicing and client communication.
- Users value Plutio for its **effective communication tools** , streamlining project management and client interactions seamlessly.

##### Cons

- Users are frustrated by **missing linking features** in Plutio, hindering their workflow and task management efficiency.
- Users report persistent **performance issues** with Plutio, citing slow support and unresolved bugs that hinder productivity.
- Users express concerns over **app limitations** , highlighting unfulfilled promises and a lack of functional updates from Plutio.
- Users struggle with **difficult navigation** as some portal functions lack logical flow and smooth mapping.
- Users are frustrated with Plutio's **limited features** , feeling that essential updates and support are inconsistently addressed.

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

**["Great all-round software for small businesses"](https://www.g2.com/survey_responses/plutio-review-7776427)**

**Rating:** 4.0/5.0 stars

_— Kelly W._

[Read full review](https://www.g2.com/survey_responses/plutio-review-7776427)

**["All-in-One Business Management Platform"](https://www.g2.com/survey_responses/plutio-review-11581983)**

**Rating:** 4.5/5.0 stars

_— Mark D._

[Read full review](https://www.g2.com/survey_responses/plutio-review-11581983)

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

- [How do you use Plutio?](https://www.g2.com/discussions/how-do-you-use-plutio)
- [What does Plutio do?](https://www.g2.com/discussions/what-does-plutio-do) - 1 comment
- [What is Plutio app?](https://www.g2.com/discussions/what-is-plutio-app)
- [Is Plutio a CRM?](https://www.g2.com/discussions/is-plutio-a-crm) - 2 comments

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

ONE PLACE TO KEEP YOUR PROJECT ON TRACK TASK. ISSUE. RISK. TIME TRACKING MILESTONE. CALENDAR. KANBAN. CUSTOMER MANAGEMENT

**Average Rating:** 4.4/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate MyCollab?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Planning:** 9.3/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.6/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind MyCollab?

- **Seller:** [Mycollab](https://www.g2.com/sellers/mycollab)
- **Year Founded:** 2012
- **HQ Location:** Austin, US
- **Twitter:** @MyCollab  
1,004 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0fe7f4f1bc8618c1161c954901568f49bae642c478e747e712b517ee0325dc7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmycollab%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 80% Small, 13% Medium

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

**["A good project management tool"](https://www.g2.com/survey_responses/mycollab-review-9429395)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/mycollab-review-9429395)

**["A good project tracking suite"](https://www.g2.com/survey_responses/mycollab-review-10465188)**

**Rating:** 4.0/5.0 stars

_— Verified User in Mining & Metals_

[Read full review](https://www.g2.com/survey_responses/mycollab-review-10465188)

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

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

### [Assign It To Me](https://www.g2.com/products/assign-it-to-me/reviews)

A project management tool for consulting firms.

**Average Rating:** 4.1/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate Assign It To Me?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Planning:** 8.8/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.7/10 (Category avg: 8.9/10)
- **Resource Allocation:** 9.4/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Assign It To Me?

- **Seller:** [Assignittome](https://www.g2.com/sellers/assignittome)
- **Year Founded:** 2012
- **HQ Location:** N/A
- **Twitter:** @ssignittome  
8 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=772ff7a15aa46c861fea620be3d5331248f756bdaa7630ef3bc1d742ed17a699&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fassign-it-to-us%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 73% Small, 14% Medium

#### What Are Recent G2 Reviews of Assign It To Me?

**["Must use tool for project and work management"](https://www.g2.com/survey_responses/assign-it-to-me-review-4417316)**

**Rating:** 5.0/5.0 stars

_— Naina J._

[Read full review](https://www.g2.com/survey_responses/assign-it-to-me-review-4417316)

**["Great"](https://www.g2.com/survey_responses/assign-it-to-me-review-7816460)**

**Rating:** 5.0/5.0 stars

_— Jayme D._

[Read full review](https://www.g2.com/survey_responses/assign-it-to-me-review-7816460)

#### What Are G2 Users Discussing About Assign It To Me?

- [What is Assign It To Me used for?](https://www.g2.com/discussions/what-is-assign-it-to-me-used-for)

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

Forecast is a team scheduling and capacity analysis software that helps you plan staffing needs, schedule your team across projects, and optimize time to ensure project success and a happy team. With Forecast, you can make smarter scheduling decisions by visualizing your project pipeline, scheduling your team fluidly, and balancing workloads to improve utilization.

**Average Rating:** 4.1/5.0

**Total Reviews:** 47

#### How Do G2 Users Rate Forecast?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10)
- **Planning:** 7.8/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.0/10 (Category avg: 8.9/10)
- **Resource Allocation:** 7.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Forecast?

- **Seller:** [Harvest](https://www.g2.com/sellers/harvest)
- **Year Founded:** 2006
- **HQ Location:** New York
- **Twitter:** @harvest  
20,409 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eff5ad1436ad80f27630b907caea1041de1c51655b6e1794080fca25bef65e88&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F951058%2F&secure%5Burl_type%5D=linkedin_company_website)  
516 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 42% Medium, 38% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate Forecast for its **comprehensive features** that enhance project tracking, visibility, and data management efficiency.
- Users find Forecast to be **straightforward and easy to use** , enhancing efficiency in project management and data analysis.
- Users appreciate the **powerful and intuitive features** of Forecast, enhancing project management and data visualization significantly.
- Users find Forecast's **project management tools** intuitive and effective for on-time task completion and resource control.
- Users appreciate the **effective project tracking** capabilities of Forecast, facilitating clear insights and organization for teams.

##### Cons

- Users struggle with **data inaccuracy** due to limited visibility of entry history when multiple people are involved.
- Users find the **holiday management** in Forecast lacking, as it only links to one Harvest instance and needs improvement.
- Users feel that Forecast requires **improvement in handling multiple Harvest instances** and enhancing calendar features for better usability.
- Users find it challenging due to **incomplete information** as only the last update is visible, lacking comprehensive entry history.
- Users face **leave management issues** with Forecast, such as limited support for multiple Harvest instances and holiday tracking.

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

**["Intuitive Time Management with Smooth Integration"](https://www.g2.com/survey_responses/forecast-review-12605644)**

**Rating:** 4.0/5.0 stars

_— Jorge R._

[Read full review](https://www.g2.com/survey_responses/forecast-review-12605644)

**["Great for Single Organization Setups, But Lacks Multi-Instance Support"](https://www.g2.com/survey_responses/forecast-review-12102592)**

**Rating:** 5.0/5.0 stars

_— Christopher K._

[Read full review](https://www.g2.com/survey_responses/forecast-review-12102592)

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

Online project management tool

**Average Rating:** 4.1/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate Squish?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Planning:** 8.3/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 10.0/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Squish?

- **Seller:** [IMS](https://www.g2.com/sellers/ims-e0e8fe4f-0aad-4b41-93f1-16e69f50fd6d)
- **Year Founded:** 1973
- **HQ Location:** Calverton, MD
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1846332ee548dd83fbc0b39a67a04058f8b84f8da77b952b0f44ac2bbc30c516&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F326205%2F&secure%5Burl_type%5D=linkedin_company_website)  
128 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 53% Small, 37% Medium

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

**["Online alternative for project management."](https://www.g2.com/survey_responses/squish-review-3545512)**

**Rating:** 5.0/5.0 stars

_— Kerlin G._

[Read full review](https://www.g2.com/survey_responses/squish-review-3545512)

**["Good Alternative to other costlier platforms"](https://www.g2.com/survey_responses/squish-review-5003416)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Services_

[Read full review](https://www.g2.com/survey_responses/squish-review-5003416)

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

- [What are Squish tests?](https://www.g2.com/discussions/what-are-squish-tests)
- [How does Squish work?](https://www.g2.com/discussions/how-does-squish-work)
- [What is Squish used for?](https://www.g2.com/discussions/what-is-squish-used-for)
- [What are the components of Squish?](https://www.g2.com/discussions/what-are-the-components-of-squish)

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

ProjectLibre has Desktop and Cloud versions and is the #1 alternative to Microsoft Project. The Cloud is essentially Microsoft Project in the Cloud. The Desktop is free and has over 7,00,000 downloads in over 193 countries and translated into 31 languages. ProjectLibre manages projects on all 7 continents including projects on Antarctica! ProjectLibre Cloud is for Teams and is multi-project with a portfolio and role based access. Manage projects "anytime/anywhere in your browser and has a central resource pool and manages resources across the enterprise. ProjectLibre Desktop is free and the only open source solution with a compatible data model with Microsoft Project so you can import even the most detailed project data. ProjectLibre has Gantt Chart, Network Diagram, WBS, RBS, Task Usage, Resource Usage and more

**Average Rating:** 4.2/5.0

**Total Reviews:** 36

#### How Do G2 Users Rate ProjectLibre?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Planning:** 8.8/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.2/10 (Category avg: 8.9/10)
- **Resource Allocation:** 6.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind ProjectLibre?

- **Seller:** [ProjectLibre](https://www.g2.com/sellers/projectlibre)
- **Year Founded:** 2012
- **HQ Location:** San Mateo, California
- **Twitter:** @ProjectLibre  
1,071 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a098307f31543e900048a4f1015ca4b4cb84feda60371feec9323c9e89662c92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7602384%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Mechanical or Industrial Engineering
- **Company Size:** 56% Small, 19% Medium

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

**["An adequate project management solution"](https://www.g2.com/survey_responses/projectlibre-review-9353973)**

**Rating:** 5.0/5.0 stars

_— Tisagh C._

[Read full review](https://www.g2.com/survey_responses/projectlibre-review-9353973)

**["One of the best open source project management application"](https://www.g2.com/survey_responses/projectlibre-review-7926381)**

**Rating:** 5.0/5.0 stars

_— Ashlesh S._

[Read full review](https://www.g2.com/survey_responses/projectlibre-review-7926381)

### [Matilda Workspace](https://www.g2.com/products/matilda-workspace/reviews)

The All-New All-In-One Workspace for Modern Teams Embracing the concept of a unified workspace, Matilda brings a powerful suite of best-in-class apps together in one place, allowing teams across the globe to connect, create, coordinate, and delight their customers effortlessly. With its mission to simplify technology, Matilda empowers organisations to do more with less, making it an essential tool for startups to Fortune 500 companies alike. Key Features: -Powerful Apps Included: Matilda comes packed with a suite of powerful applications including Docs, Projects, Tables, Chat, Customers, and Copilot, ensuring that teams have all the tools they need to succeed. - Create with Ease: With Docs, teams can co-edit in real time, making document creation and coordination seamless. This feature aims to replace Google Docs, Notion, and Coda, by providing a more integrated and efficient experience. - Streamlined Project Management: Matilda's Projects feature allows for effortless management and tracking of every aspect of your projects. With capabilities like auto-scheduling, it's designed to replace tools like Jira, Trello, and Asana. - Advanced Data Management: Although Tables are coming soon, they promise to redefine data handling by syncing data from hundreds of sources or creating new collections, aiming to replace tools like Airtable, Notion, and Segment. - Seamless Communication: Chat brings all team communication into one place, integrated across projects, tasks, and docs, providing an alternative to Slack and MS Teams. - Customer Relationship Management: The soon-to-be-released Customers feature will allow teams to effortlessly track leads and manage customer interactions in one streamlined interface, aiming to replace Salesforce and Hubspot. - AI-Powered Assistance: Copilot offers custom AI assistants to help automate and streamline workflows, aiming to replace AI tools like ChatGPT and Google Bard. Conclusion: Matilda Workspace stands out as an all-encompassing solution that not only promises to streamline and simplify the way teams work but also embraces the future with its AI-powered capabilities and commitment to sustainability. Whether you’re managing projects, coordinating with your team, handling customer relationships, or leveraging AI for automation, Matilda Workspace provides an intuitive, powerful, and adaptable platform for every kind of team to thrive. Try Matilda today and experience the future of work, designed to help you deliver projects on time, every time.

**Average Rating:** 4.7/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate Matilda Workspace?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Matilda Workspace?

- **Seller:** [Matilda Workspace](https://www.g2.com/sellers/matilda-workspace)
- **Year Founded:** 2024
- **HQ Location:** San Francisco, California
- **Twitter:** @matildaworkspce  
127 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e14f001bf250b4ffb1a85bab926bb8974129eb9cc69490194f7453ab1d82cf85&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmatildaworkspace%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 80% Small, 20% Medium

#### What Do G2 Reviewers Say About Matilda Workspace?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **team collaboration features** of Matilda Workspace, enhancing productivity and simplifying project management.
- Users appreciate the **rich functionalities** of Matilda Workspace, streamlining project management and enhancing communication effortlessly.
- Users find Matilda Workspace's **ease of use** enhances productivity and seamless collaboration for both in-office and remote teams.
- Users value the **all-in-one functionalities** of Matilda Workspace, enhancing collaboration and simplifying project management tasks.
- Users appreciate the **AI-powered Copilot** in Matilda Workspace, enhancing efficiency and simplifying project management tasks.

##### Cons

- Users note some **missing features** due to Matilda Workspace's newness, but anticipate improvements in future updates.
- Users note a **lack of features** in Matilda Workspace due to its relative novelty, with future updates anticipated.
- Users report **tiny bugs** in Matilda Workspace, but the team is responsive and attentive to feedback.
- Users find the **learning curve** challenging for some team members, though onboarding assistance helps ease the transition.
- Users feel that the **limited customization** options in Matilda Workspace could be improved for a better experience.

#### What Are Recent G2 Reviews of Matilda Workspace?

**["Invaluable support for my projects"](https://www.g2.com/survey_responses/matilda-workspace-review-9407993)**

**Rating:** 5.0/5.0 stars

_— Anna K._

[Read full review](https://www.g2.com/survey_responses/matilda-workspace-review-9407993)

**["Intuitive Workspace"](https://www.g2.com/survey_responses/matilda-workspace-review-10803846)**

**Rating:** 5.0/5.0 stars

_— Annabel K._

[Read full review](https://www.g2.com/survey_responses/matilda-workspace-review-10803846)

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

Take control of your projects and find out where your time is going with Intervals. At Intervals core is customizable time tracking and task management so that as you execute work you learn where all of your time is going. Includes powerful canned reports to analyze your efforts. Fully featured and ideal for consultants, designers, developers, creative agencies, IT services, and small teams. Includes project management, project templates, budgets, timesheets, email integration, Gantt charts, document management, invoicing, a mobile app, and more. All plans include all standard features. Flexible usage based pricing based on how much work you manage, not how big your team is. Upgrade for more active projects and document storage, not features. All plans includes unlimited users (except Lite). Intervals has been used globally since 2006. Discover a better way to track time and get work done.

**Average Rating:** 3.9/5.0

**Total Reviews:** 136

#### How Do G2 Users Rate Intervals?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10)
- **Planning:** 0.0/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.9/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Intervals?

- **Seller:** [Pelago](https://www.g2.com/sellers/pelago)
- **Year Founded:** 2000
- **HQ Location:** Santa Barbara, CA
- **Twitter:** @intervals  
318 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6d667fae7232a71f4b17af551cdcf42223a4bb66b34d5abd42499d464e0f3abb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2454335%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 74% Small, 18% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **multi-user access** feature in Intervals, enabling flexible collaboration and task management within teams.
- Users value the **flexibility of adding multiple owners and assignees** to tasks, enhancing collaboration and workflow customization.
- Users appreciate the **flexibility in task ownership** that enhances team collaboration and workflow customization in Intervals.

##### Cons

- Users find the **basic text formatting** limiting, along with the absence of sub-tasks affecting usability.
- Users find the **limited features** of Intervals restrict their experience, especially lacking advanced formatting and sub-task options.
- Users find the **lack of subtask support** and basic formatting limiting for their project management needs.

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

**["Flexible task ownership and collaboration that fits our workflow"](https://www.g2.com/survey_responses/intervals-review-12263896)**

**Rating:** 4.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/intervals-review-12263896)

**["Pretty good tool for time and client mangement"](https://www.g2.com/survey_responses/intervals-review-7481823)**

**Rating:** 4.0/5.0 stars

_— Renee D._

[Read full review](https://www.g2.com/survey_responses/intervals-review-7481823)

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

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

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

Upwave is a visual platform for collaborating on projects, portfolios and daily tasks. It’s perfect for all teams who need a place to plan, track progress and get work done. You can: - Visualize your work with different views, including board, table, timeline and calendar - Manage, report and take action on projects with your own customized portfolio view - Track time, set estimates and create customizable time sheets - Work with predefined templates (Business Model Canvas, SWOT, Lean) - Easily and securely involve external collaborators - Integrate with your favorite tools, including Google Workspace, Microsoft Office 365, Slack and Zapier

**Average Rating:** 4.3/5.0

**Total Reviews:** 24

#### How Do G2 Users Rate UpWave?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10)
- **Planning:** 8.3/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.5/10 (Category avg: 8.9/10)
- **Resource Allocation:** 6.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind UpWave?

- **Seller:** [UpWave](https://www.g2.com/sellers/upwave)
- **HQ Location:** Oslo, Norway
- **Twitter:** @upwaveHQ  
264 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f0d5b182d01aff8206e7c46004848e6d8359c14e1b2bd878fd4469aae39f3af&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10472350%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 54% Small, 43% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **easy sharing** capabilities of UpWave, enhancing collaboration even for beginners in project management.
- Users appreciate the **easy tracking** capabilities of UpWave, enabling efficient task management and team collaboration.
- Users praise the **intuitive interface** of UpWave, making navigation simple for those new to project management.
- Users value the **multi editing feature** of UpWave, which enhances efficiency by allowing task breakdown and team assignments.
- Users enjoy UpWave's **time-saving multi-editing feature** , allowing efficient task management and team collaboration.

##### Cons

- Users struggle with **organization difficulties** due to limited integration options, hindering seamless workflow incorporation.
- Users struggle with **syncing issues** between UpWave and other tools, often having to perform manual data updates.

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

**["Simple, Flexible Visual Boards That Streamline Team Collaboration"](https://www.g2.com/survey_responses/upwave-review-12732616)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/upwave-review-12732616)

**["It provides advanced tools and features to improve schedule management."](https://www.g2.com/survey_responses/upwave-review-12771652)**

**Rating:** 5.0/5.0 stars

_— Leen Y._

[Read full review](https://www.g2.com/survey_responses/upwave-review-12771652)

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

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

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

Timeliner is a purpose-built project management and collaboration platform for video editors, content teams, and video agencies. Unlike generic tools, Timeliner is designed specifically for video workflows. It centralizes video projects, files, feedback, approvals, and team coordination in one system-eliminating the need to juggle Google Drive, WhatsApp, spreadsheets, and task managers. Key capabilities: Time-coded video feedback with text, drawings, and voice notes Clear approval flows to prevent version confusion and rework Project and task management tailored to video production stages Client-friendly review experience with controlled permissions Team performance insights and basic payment tracking Smart notifications via SMS, WhatsApp, and other channels Best for: video agencies, in-house content teams, and professional editors who need structure, speed, and clarity when managing multiple video projects and clients. Positioning: often described as “Jira for video teams”-combining project management and video review into a single, workflow-focused platform built for modern content operations.

**Average Rating:** 4.8/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Timeliner?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Creation & Assignment:** 10.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Timeliner?

- **Seller:** [Timeliner](https://www.g2.com/sellers/timeliner)
- **Year Founded:** 2025
- **HQ Location:** Dover, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6f19add6f9b7cc3b1fa63e6018b24f1fdd7c0fb3c2bcb3e9081e35614877d156&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftimeliner-io%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 95% Small, 5% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Timeliner **extremely easy to use** , streamlining project management for both beginners and agencies.
- Users love the **automation** features of Timeliner, streamlining project management and improving overall efficiency.
- Users find Timeliner's **ease of learning** exceptional, allowing editors to quickly master its video review tools.
- Users value the **centralized project management** of Timeliner, streamlining their workflow and improving visibility of tasks.
- Users find Timeliner extremely **time-saving** , making it ideal for both beginners and large video agencies.

##### Cons

- Users find it challenging to determine if **notifications were sent** correctly in Timeliner, causing confusion in communication.

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

**["Streamlined Pipeline Management with Room to Grow"](https://www.g2.com/survey_responses/timeliner-review-13057588)**

**Rating:** 4.0/5.0 stars

_— Aidan G._

[Read full review](https://www.g2.com/survey_responses/timeliner-review-13057588)

**["Game-Changer for Project Clarity and Efficiency"](https://www.g2.com/survey_responses/timeliner-review-13032577)**

**Rating:** 5.0/5.0 stars

_— Ansho B._

[Read full review](https://www.g2.com/survey_responses/timeliner-review-13032577)

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

SmartTask is work management software for Service Firms to track and manage their processes. Some of the marquee clients includes companies like ABB, Adecco, M3M, Highrise, etc. With customizations like Custom Charts, Custom Fields, Filtered views get the information you need to make the best decision for your organization's growth.

**Average Rating:** 4.4/5.0

**Total Reviews:** 63

#### How Do G2 Users Rate SmartTask?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Planning:** 8.7/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.1/10 (Category avg: 8.9/10)
- **Resource Allocation:** 9.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind SmartTask?

- **Seller:** [SmartTask](https://www.g2.com/sellers/smarttask)
- **Year Founded:** 2017
- **HQ Location:** Cincinnati, Ohio
- **Twitter:** @SmartTask\_io  
115 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=05073d806ec690a63ee861f86ab2e21a2ceb2f0ca65cf4e352f56d497663952a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7789668%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 86% Small, 11% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find SmartTask to be **intuitive and user-friendly** , enhancing their overall experience with easy navigation.
- Users value the **affordable pricing** of SmartTask, which enhances accessibility and service quality in the market.
- Users value the **exceptional customer support** from SmartTask, tailored to assist with specific business needs effectively.
- Users find SmartTask to be **intuitive and user-friendly** , appreciating the excellent support for their specific business needs.
- Users appreciate the **intuitive and user-friendly task management** of SmartTask, complemented by excellent support for business needs.

##### Cons

- Users express concern over the **trustworthiness of SmartTask** due to past shutdowns of lifetime deals for newer versions.
- Users express concerns about the **incompetence and untrustworthiness** of SmartTask due to prior lifetime deal shutdowns.
- Users express concerns over **limited features** and the trustworthiness of SmartTask after past lifetime deal disruptions.
- Users express concerns over **poor management** as lifetime deals were abruptly changed, raising trust issues with SmartTask.

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

**["Smart Task ease of use and functionality"](https://www.g2.com/survey_responses/smarttask-review-11130054)**

**Rating:** 5.0/5.0 stars

_— Rhonda K._

[Read full review](https://www.g2.com/survey_responses/smarttask-review-11130054)

**["SmartTask Has Everything We Need—No Downsides"](https://www.g2.com/survey_responses/smarttask-review-12647774)**

**Rating:** 5.0/5.0 stars

_— Verified User in Consulting_

[Read full review](https://www.g2.com/survey_responses/smarttask-review-12647774)

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

- [What does Smarttask do?](https://www.g2.com/discussions/what-does-smarttask-do)
- [What does Smart Task do?](https://www.g2.com/discussions/what-does-smart-task-do)
- [Why do you think SmartTask is a good fit?](https://www.g2.com/discussions/why-do-you-think-smarttask-is-a-good-fit)
- [How do I use SmartTask?](https://www.g2.com/discussions/how-do-i-use-smarttask)

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

Viewpath is a pioneer in project management software with loyal clients around the globe, including Fortune 500 companies. Developed in partnership with a community of project managers, Viewpath has an established track record of streamlining the entire process, and making delivery easier for teams of all sizes. Powerful features provide team members and collaborators the tools they need to get the job done, while giving leaders the real-time visibility and control they need to drive organization-wide project success. We understand project management, so our solution fits into your workflow by integrating with platforms you already use, like Salesforce and ServiceMax.

**Average Rating:** 3.9/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Viewpath?

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

#### Who Is the Company Behind Viewpath?

- **Seller:** [Viewpath](https://www.g2.com/sellers/viewpath)
- **Year Founded:** 2007
- **HQ Location:** Seattle, WA
- **Twitter:** @viewpath  
186 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 71% Small, 18% Large

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

**["Project Management tool has allowed greater buy-in from all company stakeholders"](https://www.g2.com/survey_responses/viewpath-review-4146154)**

**Rating:** 4.5/5.0 stars

_— Eric H._

[Read full review](https://www.g2.com/survey_responses/viewpath-review-4146154)

**["PM Software for PM’s"](https://www.g2.com/survey_responses/viewpath-review-4185278)**

**Rating:** 5.0/5.0 stars

_— Verified User in Consumer Goods_

[Read full review](https://www.g2.com/survey_responses/viewpath-review-4185278)

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

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

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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)
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- [Project Cost Management](/categories/project-cost-management)
- [Project Management Tools](/categories/project-management-tools)
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- [Strategic Portfolio Management](/categories/strategic-portfolio-management)
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[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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Project Management category.

In addition to qualifying for inclusion in the Project Management Software category, to qualify for inclusion in the Small Business Project Management Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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* * *

## 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.