# Best Project Management Software for Small Business - Page 7

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

**Total Products under this Category:** 704

### Category Stats (Jul 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: July 31, 2026_

## How Does G2 Rank Project Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 140,800+ 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**

### Smartsheet

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=14&secure%5Bchosen_at%5D=2026-07-31T12%3A40%3A22Z&secure%5Bdisplayable_resource_id%5D=14&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=14&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=530&secure%5Bresource_id%5D=14&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproject-management%2Fsmall-business%3Fpage%3D7&secure%5Btoken%5D=25f2fee38dc6f8c3b279014696a52fa12d931fbf64245bef55cbaad5b324ba6c&secure%5Burl%5D=https%3A%2F%2Fwww.smartsheet.com%2Fs%2Fproject-management%3Futm_source%3DG2%26utm_medium%3Daffiliate%26utm_campaign%3Daff-pm-us-ca-g2&secure%5Burl_type%5D=custom_url)

### [TaskRay](https://www.g2.com/pt/products/taskray/reviews)

TaskRay é a sua solução definitiva para gestão de projetos simplificada e integração de clientes sem complicações—tudo dentro do Salesforce. Capacite suas equipes a criar planos de projeto, automatizar tarefas repetitivas, alocar recursos de forma eficaz e promover a colaboração entre departamentos. Quer você esteja gerenciando novas implementações de clientes ou impulsionando iniciativas internas, o TaskRay garante que cada projeto seja entregue com precisão e eficiência. 100% Nativo do Salesforce TaskRay se integra perfeitamente ao seu ecossistema Salesforce existente, oferecendo visibilidade e alinhamento incomparáveis entre as Nuvens de Vendas, CPQ, Serviço e Experiência. Projetado para Empresas em Crescimento Se a sua organização superou planilhas ou ferramentas não Salesforce e precisa de melhor visibilidade no desempenho de projetos, o TaskRay é o seu próximo passo. É ideal para empresas enfrentando desafios como: ✓ Atrasos de receita causados por cronogramas longos de integração ou implementação. ✓ Implementações complexas, onde múltiplos SKUs exigem soluções e suporte personalizados. ✓ Gestão integrada de clientes, abrangendo várias Nuvens Salesforce. Expertise Específica por Indústria • TaskRay é confiável por líderes da indústria em: • Tecnologia & SaaS • Saúde & Ciências da Vida • Manufatura • Imobiliário & Franquias • Serviços Financeiros • Telecomunicações Entregue Mais Rápido, Reduza Custos e Aumente a Satisfação do Cliente TaskRay ajuda a acelerar cronogramas de projetos, reduzir custos operacionais e melhorar a produtividade. Aqui está o que nossos clientes alcançam: • Conclusão de Projetos 2,5x Mais Rápida: Simplifique fluxos de trabalho e melhore a eficiência. • Realização de Receita 29% Mais Rápida: Alcance valor mais rapidamente com integração otimizada. • Redução de Custos em 21%: Economize tempo e recursos com automação e visibilidade. • Aumento de 15% na Satisfação do Cliente: Encante os clientes com implementações suaves. • Aumento de 200% na Visibilidade de Projetos: Ganhe clareza e insight em cada detalhe do projeto. • 20% Mais Capacidade de Projetos: Lide com mais trabalho sem adicionar complexidade. Sucesso Comprovado em Diversas Indústrias Junte-se à lista crescente de empresas que estão transformando suas operações com o TaskRay. De inovadores em tecnologia a fabricantes globais, nossa plataforma gera resultados.

**Average Rating:** 4.3/5.0

**Total Reviews:** 156

#### How Do G2 Users Rate TaskRay?

- **the product tem sido um bom parceiro comercial?:** 9.1/10 (Category avg: 8.9/10)
- **Planejamento:** 7.9/10 (Category avg: 8.8/10)
- **Criação & Atribuição:** 8.5/10 (Category avg: 8.9/10)
- **Alocação de Recursos:** 6.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind TaskRay?

- **Vendedor:** [TaskRay](https://www.g2.com/pt/sellers/taskray)
- **Website da Empresa:** taskray.com
- **Ano de Fundação:** 2010
- **Localização da Sede:** Denver, CO
- **Twitter:** @TaskRay  
400 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=744b26ababf39a114bb0eb4d72bf45266d54f0cda86989db2ba00d95c1a5441f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1160248%2F&secure%5Burl_type%5D=linkedin_company_website)  
54 funcionários no LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços
- **Company Size:** 50% Medium, 47% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários apreciam a **facilidade de uso** do TaskRay, facilitando a navegação sem problemas e a colaboração eficiente da equipe em projetos.
- Os usuários destacam a **fácil integração** do TaskRay com o Salesforce, simplificando o gerenciamento de projetos e aprimorando a colaboração.
- Os usuários valorizam a **integração perfeita com o Salesforce** , melhorando a colaboração e o gerenciamento de dados para uma execução eficiente de projetos.
- Os usuários valorizam as **integrações eficientes** do TaskRay com o Salesforce, melhorando significativamente o gerenciamento de projetos e a comunicação com as partes interessadas.
- Os usuários valorizam a **organização e clareza** que o TaskRay oferece, melhorando o gerenciamento de projetos e a colaboração sem esforço.

##### Cons

- Os usuários enfrentam **limitações na gestão de múltiplos portfólios** , pois projetos complexos e dependências sobrecarregam as capacidades do TaskRay.
- Os usuários encontram **gestão de tarefas ineficiente** no TaskRay, levando a desafios com agendamento e organização de projetos.
- Os usuários acham a interface do TaskRay **extremamente complexa** e difícil de navegar, especialmente para gerenciar múltiplos portfólios.
- Os usuários encontram **dificuldade na personalização** no TaskRay, levando a desafios na gestão de projetos e na navegação pela interface.
- Os usuários acham a **curva de aprendizado íngreme** do TaskRay desafiadora, especialmente aqueles que não estão familiarizados com o Salesforce, impactando a adoção.

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

**["Ferramenta de Gestão de Projetos bem integrada"](https://www.g2.com/pt/survey_responses/taskray-review-8511886)**

**Rating:** 4.0/5.0 stars

_— Usuário Verificado em Internet_

[Read full review](https://www.g2.com/pt/survey_responses/taskray-review-8511886)

**["Taskray traz Estrutura, Visibilidade e Entrega de Projetos Previsível"](https://www.g2.com/pt/survey_responses/taskray-review-12301365)**

**Rating:** 5.0/5.0 stars

_— Melissa B._

[Read full review](https://www.g2.com/pt/survey_responses/taskray-review-12301365)

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

- [Para que é usado o TaskRay?](https://www.g2.com/pt/discussions/what-is-taskray-used-for) - 1 comment

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

YouTrack is a project management tool packed with features that streamline your work and increase productivity on any team project. Track tasks, manage projects, maintain a knowledge base, support your customers, collaborate, and deliver great products. From software development and DevOps to HR and marketing, all kinds of teams can use YouTrack’s functionality. 100K customers in a wide variety of industries around the world – from enterprises to small startups – trust YouTrack to manage their projects. YouTrack free verion is fully-functional and free forever for any team of up to 10 users. YouTrack offers a Cloud or Server version for any number of users and comes with free AI assistance.

**Average Rating:** 4.2/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate YouTrack?

- **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.9/10)
- **Planning:** 7.5/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 6.7/10 (Category avg: 8.9/10)
- **Resource Allocation:** 6.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind YouTrack?

- **Seller:** [JetBrains](https://www.g2.com/sellers/jetbrains)
- **Year Founded:** 2000
- **HQ Location:** Prague
- **Twitter:** @jetbrains  
213,126 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=38aa98843aee51e51c2eda5cdc7b29c3e6a7d48f3897c88088b0af7cfcb6f37d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F12515%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,941 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 55% Medium, 35% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **AI-powered issue suggestions** in YouTrack, which significantly enhance productivity and streamline workflow.
- Users appreciate the **enhanced automation features** in YouTrack, which significantly reduce manual effort in task management.
- Users love the **customizability** of YouTrack, enhancing their workflow and making project management intuitive and efficient.
- Users appreciate the **customization options** in YouTrack, enhancing visual planning and streamlining workflow effectively.
- Users appreciate the **streamlined interface and enhanced customization** in YouTrack, making project management more intuitive and efficient.

##### Cons

- Users experience **dashboard issues** due to limited customization and data visualization, which impacts usability and efficiency.
- Users find the **email integration lacking** , which detracts from a seamless workflow experience in YouTrack.
- Users find **export issues** with YouTrack, as integration and performance during large project handling are lacking.
- Users find the **integration issues** with third-party tools like Slack and Jenkins to be frustrating and disruptive.
- Users face a **lack of tools** for better customization and seamless third-party integrations in YouTrack.

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

**["1 tool to track them ALL."](https://www.g2.com/survey_responses/youtrack-review-12817616)**

**Rating:** 4.0/5.0 stars

_— Ankush S._

[Read full review](https://www.g2.com/survey_responses/youtrack-review-12817616)

**["Bugtracking report makes easier"](https://www.g2.com/survey_responses/youtrack-review-6925228)**

**Rating:** 4.0/5.0 stars

_— Anil P._

[Read full review](https://www.g2.com/survey_responses/youtrack-review-6925228)

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

- [How do YouTrack an issue on YouTrack?](https://www.g2.com/discussions/how-do-youtrack-an-issue-on-youtrack)
- [Is YouTrack open source?](https://www.g2.com/discussions/is-youtrack-open-source) - 1 comment
- [Is YouTrack any good?](https://www.g2.com/discussions/is-youtrack-any-good) - 1 comment
- [What is YouTrack used for?](https://www.g2.com/discussions/what-is-youtrack-used-for)

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

Zenkit is a collaborative SaaS platform for project management, database building and more. Follow your data through its entire lifecycle, from fluid brainstorming and research through to a structured system for collaborative use. Zenkit is the flexible workspace you can use to organize anything. Zenkit lets you view and manipulate your data in multiple intuitive ways to gain deeper insight into your projects. Start with a simple list or Kanban board to plan your process, or switch to a table to input additional data and view analytics. Use it to build your own CRM, automated reporting system, or financial planner, or simply save your recipes and plan your holidays. Share your workspaces and assign tasks to your friends and colleagues, and view as much or as little data as you need at any moment. Zenkit helps you to intuitively focus on what’s important. Hyper-flexible and customizable, Zenkit is a relational database that anyone can use and understand. It is the home for your data, your projects and your business, no matter how big or small, simple or complex. Use Zenkit to cultivate your data and help your projects flourish.

**Average Rating:** 4.7/5.0

**Total Reviews:** 88

#### How Do G2 Users Rate Zenkit?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Planning:** 9.1/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.4/10 (Category avg: 8.9/10)
- **Resource Allocation:** 7.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Zenkit?

- **Seller:** [Axonic Informationssysteme GmbH](https://www.g2.com/sellers/axonic-informationssysteme-gmbh)
- **Year Founded:** 2003
- **HQ Location:** Karlsruhe, Germany
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4645de78f52d6f9579f44dfdd4abf35b75c3130a5ca2c58cbc44f185cad783ca&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1367012%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 74% Small, 19% Medium

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

**["All-in-One Project Management Hub with Flexible Views and Agile Support"](https://www.g2.com/survey_responses/zenkit-review-12837789)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/zenkit-review-12837789)

**["Easy to Get Started, Flexible Views for Managing Projects"](https://www.g2.com/survey_responses/zenkit-review-12747972)**

**Rating:** 4.5/5.0 stars

_— Robert N._

[Read full review](https://www.g2.com/survey_responses/zenkit-review-12747972)

### [TrackingTime PRO](https://www.g2.com/products/trackingtime-pro/reviews)

TrackingTime is a time tracking software designed to help teams and freelancers efficiently manage their projects and enhance productivity. This solution enables managers to plan and monitor their team's work, ensuring that all tasks are aligned and any potential conflicts or bottlenecks are identified early on. By providing a comprehensive timeline for each project, TrackingTime allows users to maintain a clear overview of tasks and resources, facilitating better decision-making and project execution. The target audience for TrackingTime includes project managers overseeing multiple projects, freelancers managing their time across various clients, and teams looking to optimize their workflow. This software is particularly beneficial for organizations that require precise tracking of work hours, project progress, and employee attendance. Companies can leverage TrackingTime to streamline their payroll processes, as it provides accurate data on work hours, breaks, extra time, and time off, making payroll management significantly more efficient. One of the standout features of TrackingTime is its ability to create customized online timesheets that cater to the specific needs of a team. This functionality allows users to monitor and evaluate team performance, manage project budgets, and bill clients effectively. Additionally, the software enables users to export these timesheets into professional business reports, which can be easily shared with clients and colleagues, enhancing communication and transparency. This level of customization ensures that teams can adapt the tool to fit their unique workflows and reporting requirements. TrackingTime also excels in its integration capabilities, seamlessly connecting with over 60 popular business tools. This eliminates the need for users to switch between different applications, allowing for a more cohesive workflow. By integrating smoothly with existing processes, TrackingTime helps users maximize their efficiency and focus on their core work without the distractions of managing multiple platforms. The ease of integration contributes to a more streamlined experience, making it simpler for teams to adopt and utilize the software effectively. Overall, TrackingTime empowers teams to take control of their projects and workloads, ensuring optimal productivity and effective time management. With its robust features and user-friendly interface, it stands out as a valuable tool for anyone looking to enhance their project management capabilities and streamline their time tracking efforts. The combination of customizable timesheets, integration options, and comprehensive reporting makes TrackingTime a practical choice for organizations aiming to improve their operational efficiency.

**Average Rating:** 4.4/5.0

**Total Reviews:** 172

#### How Do G2 Users Rate TrackingTime PRO?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Planning:** 7.3/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.7/10 (Category avg: 8.9/10)
- **Resource Allocation:** 7.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind TrackingTime PRO?

- **Seller:** [TrackingTime](https://www.g2.com/sellers/trackingtime)
- **Company Website:** trackingtime.co
- **Year Founded:** 2012
- **HQ Location:** Buenos Aires, Argentina
- **Twitter:** @TrackingTime  
1,367 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=baf0cdf2d031ad3fed2e1b35ba384fa926372b9073117cd8ab569633ceec4c0c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3208171%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 55% Small, 9% Medium

#### What Do G2 Reviewers Say About TrackingTime PRO?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **user-friendly time tracking** in TrackingTime PRO, greatly enhancing project management and collaboration.
- Users value the **ease of use** of TrackingTime PRO, enhancing their time management with seamless integration and functionality.
- Users appreciate the **time-saving features** of TrackingTime PRO, enabling efficient task management and detailed reporting.
- Users benefit from the **efficient task management** features, enhancing productivity and simplifying client billing across multiple projects.
- Users love the **integrations** of TrackingTime PRO, seamlessly syncing with tools like Asana and multiple calendars for efficient tracking.

##### Cons

- Users find TrackingTime PRO a bit **complex for crafting simple timesheets** , complicating the straightforward task of time capture.
- Users experience **time tracking issues** due to limited reporting in the free version, complicating project hour tracking.
- Users find the **learning curve steep** with TrackingTime PRO, complicating navigation and report generation without adequate training.
- Users find the **limited features** of TrackingTime PRO restrict their ability to customize project management tasks effectively.
- Users face challenges with **reporting issues** , leading to inefficient time tracking and inconsistent project breakdowns.

#### What Are Recent G2 Reviews of TrackingTime PRO?

**["Quick and Reliable for Time Tracking"](https://www.g2.com/survey_responses/trackingtime-pro-review-12755835)**

**Rating:** 5.0/5.0 stars

_— Estrella A._

[Read full review](https://www.g2.com/survey_responses/trackingtime-pro-review-12755835)

**["It helps me monetize my work better. And ultimately, it also helps me save time."](https://www.g2.com/survey_responses/trackingtime-pro-review-12768258)**

**Rating:** 4.5/5.0 stars

_— Sonia A._

[Read full review](https://www.g2.com/survey_responses/trackingtime-pro-review-12768258)

#### What Are G2 Users Discussing About TrackingTime PRO?

- [How do you use Tracktime?](https://www.g2.com/discussions/how-do-you-use-tracktime)
- [What is the tracking time app?](https://www.g2.com/discussions/what-is-the-tracking-time-app)
- [What is the best time tracking software?](https://www.g2.com/discussions/what-is-the-best-time-tracking-software)

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

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

**Average Rating:** 4.1/5.0

**Total Reviews:** 363

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

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

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

- **Seller:** [Planview](https://www.g2.com/sellers/planview)
- **Year Founded:** 1989
- **HQ Location:** Austin, TX
- **Twitter:** @Planview  
3,049 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,868 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 45% Large, 31% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

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

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

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

**Rating:** 4.5/5.0 stars

_— Oluwaseun S._

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

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

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

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

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

Synergist is an all-in-one agency and project management software, designed for agencies that want to improve performance and profitability. From CRM, job costing, project management, resource scheduling and capacity planning to timesheets, expenses, billing and reporting, Synergist gives you everything you need to manage your agency’s projects, people, clients, and financials. Synergist comes with hundreds of features and gives you more advanced functionality as you grow. But we get that every agency is unique, so your system setup should be too. Synergist’s flexible nature means it can be configured to work as your agency does and give you the exact data intelligence you need. https://www.synergist.co.uk/

**Average Rating:** 4.6/5.0

**Total Reviews:** 32

#### How Do G2 Users Rate Synergist?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Planning:** 8.5/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 8.2/10 (Category avg: 8.9/10)
- **Resource Allocation:** 9.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Synergist?

- **Seller:** [Synergist](https://www.g2.com/sellers/synergist)
- **Company Website:** www.synergist.co.uk
- **Year Founded:** 2003
- **HQ Location:** Bollington, England, United Kingdom
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=749b938e312f7779c1c8ea5236225dff407d52da545b1e6e86b4efbef3bb2b17&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsynergist%2F&secure%5Burl_type%5D=linkedin_company_website)  
41 employees on LinkedIn®
- **Ownership:** Private

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 64% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Synergist, benefiting from seamless visibility and informed decision-making.
- Users value Synergist's **end-to-end visibility** across projects, enhancing decision-making with real-time insights on profitability.
- Users value the **comprehensive project management features** of Synergist, enabling seamless workflow and capacity management.
- Users find the **ease of learning** with Synergist exceptional, thanks to excellent training and ongoing support.
- Users value Synergist for its **end-to-end visibility** , offering real-time insights and comprehensive project lifecycle management.

##### Cons

- Users find the **initial learning curve** for Synergist challenging, requiring time and training to become proficient.
- Users find Synergist's interface to be **very complex** , requiring training and effort to navigate effectively.
- Users face a **steep learning curve** with Synergist, requiring time and training to master its complexities.
- Users find the **difficult navigation** of Synergist challenging initially, but support helps ease the learning curve.
- Users find the **difficult onboarding** process a hurdle, emphasizing the need for extensive training to maximize the system's benefits.

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

**["User-Friendly Fit for Our Company, with Quick and Helpful Support"](https://www.g2.com/survey_responses/synergist-review-13135003)**

**Rating:** 5.0/5.0 stars

_— Mike H._

[Read full review](https://www.g2.com/survey_responses/synergist-review-13135003)

**["User-Friendly ERP with Stellar Scheduling, Needs Better Integration"](https://www.g2.com/survey_responses/synergist-review-12970708)**

**Rating:** 5.0/5.0 stars

_— Vince M._

[Read full review](https://www.g2.com/survey_responses/synergist-review-12970708)

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

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

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

OpenProject is the leading free and open source project management software. As a web-based solution it gives all team members access to all project-related information from anywhere at any time. OpenProject supports your projects throughout the whole life cycle with any chosen project management methodology - agile, traditional or hybrid. The software is available in over 30 languages and is available both on premiseses and in the cloud. It is a perfect match for companies who value data privacy, security and sovereignty. Key functions and use cases: - Project management - Project planing and scheduling - Task management - Agile boards (scrum and kanban) - Time and cost tracking, budget planing - Meetings management

**Average Rating:** 3.8/5.0

**Total Reviews:** 24

#### How Do G2 Users Rate OpenProject?

- **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:** 9.5/10 (Category avg: 8.9/10)
- **Resource Allocation:** 6.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind OpenProject?

- **Seller:** [OpenProject](https://www.g2.com/sellers/openproject)
- **Year Founded:** 2012
- **HQ Location:** Berlin, Germany
- **Twitter:** @openproject  
6,435 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=00374e6e6b89229be26ab6a380983a01235d53c65fc802599d55b7cfeb73ce1a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fopenproject-gmbh%2F&secure%5Burl_type%5D=linkedin_company_website)  
49 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 64% Small, 36% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customization options** in OpenProject, enhancing their ability to tailor workflows and manage projects effectively.
- Users appreciate the **efficient data visualization** in OpenProject, enhancing project management and collaboration throughout production phases.
- Users appreciate the **intuitive interface** of OpenProject, making project management and customization effortless and efficient.
- Users value the **easy collaboration** features of OpenProject that enhance structure and efficiency in project management.
- Users praise the **efficiency improvement** of OpenProject, which streamlines project management and enhances collaboration.

##### Cons

- Users find the **difficult navigation** within OpenProject to be a significant drawback, impacting usability and efficiency.
- Users find the **navigation difficult** at times, with a cumbersome interface affecting their overall experience.
- Users find the **search functionality lacking** , resulting in difficulty retrieving desired information efficiently.
- Users find the **poor usability** of OpenProject frustrating due to its cumbersome interface and navigation difficulties.
- Users find the **interface cumbersome** and experience navigation difficulties, particularly on mobile devices, limiting usability.

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

**["Great tool for video projects"](https://www.g2.com/survey_responses/openproject-review-11781091)**

**Rating:** 5.0/5.0 stars

_— Dicle Naz T._

[Read full review](https://www.g2.com/survey_responses/openproject-review-11781091)

**["OpenProject - Great project manager"](https://www.g2.com/survey_responses/openproject-review-11027127)**

**Rating:** 4.0/5.0 stars

_— Caio E._

[Read full review](https://www.g2.com/survey_responses/openproject-review-11027127)

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

- [Is OpenProject a opensource?](https://www.g2.com/discussions/is-openproject-a-opensource) - 2 comments
- [What are the features of OpenProject software?](https://www.g2.com/discussions/what-are-the-features-of-openproject-software) - 1 comment
- [What is OpenProject explain various features of OpenProject in detail?](https://www.g2.com/discussions/what-is-openproject-explain-various-features-of-openproject-in-detail) - 2 comments
- [What is OpenProject used for?](https://www.g2.com/discussions/what-is-openproject-used-for) - 1 comment

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

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 372

#### How Do G2 Users Rate Avaza?

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

#### Who Is the Company Behind Avaza?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Craig S._

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

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

**Rating:** 4.5/5.0 stars

_— Yurii L._

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

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

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

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

Beesbusy is a collaborative planning tool. Easy to use, it allows to federate expert users and occasional users. - The planning of the tasks is materialized in a schedule in the form of a Gantt chart (view When of the project), which remains simple and easy to adapt. The multi-project views allow you to have an overview of all your activities. - Resource planning is done in a view displaying all resources and associated tasks on a schedule (Who view). This view allows you to distribute the workload and to plan it, considering the occupation rates and the constraints of the resources. This planning view by resource also exists in multi-project mode, greatly facilitating arbitration when distributing work to different projects. By planning tasks AND resources, you activate the levers that allow you to build realistic schedules. You regain visibility on your activity, and everyone gains in serenity.

**Average Rating:** 4.6/5.0

**Total Reviews:** 37

#### How Do G2 Users Rate Beesbusy?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Planning:** 9.1/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.3/10 (Category avg: 8.9/10)
- **Resource Allocation:** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Beesbusy?

- **Seller:** [Beesbusy](https://www.g2.com/sellers/beesbusy)
- **Year Founded:** 2017
- **HQ Location:** France
- **Twitter:** @BeesbusyApp  
243 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1b97cf75ebac35d5117cd59055b2935e8762ab789fb24f87017e7077f5703358&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11191019%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 76% Small, 16% Large

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

**["Beesbusy Makes Cross-Functional Project Planning Visual, Flexible, and On Track"](https://www.g2.com/survey_responses/beesbusy-review-12722761)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/beesbusy-review-12722761)

**["Comprehensive Productivity"](https://www.g2.com/survey_responses/beesbusy-review-10521612)**

**Rating:** 5.0/5.0 stars

_— Shellician B._

[Read full review](https://www.g2.com/survey_responses/beesbusy-review-10521612)

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

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

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

Kytes PSA is a type of Professional Services Automation (PSA) software solution designed to help organizations digitize and automate their end-to-end project operations. This innovative software is particularly tailored for industries such as IT/ITES, Pharmaceuticals/Lifesciences, GCC, Professional Services, and Consulting, making it an ideal choice for businesses looking to streamline their project deliveries and enhance their product development lifecycle. The target audience for Kytes PSA includes project managers, team leaders, and executives in sectors that require efficient project management and operational excellence. By providing a comprehensive platform that integrates various project management functionalities, Kytes PSA enables teams to work both independently and collaboratively. This flexibility is essential for organizations that need to adapt to changing project requirements and ensure that all team members are aligned with project goals. Key features of Kytes PSA include advanced automation capabilities, which significantly reduce the time spent on manual tasks, thereby allowing teams to focus on strategic initiatives. The software enhances operational excellence by providing real-time insights and analytics, helping organizations make informed decisions based on data-driven metrics. Additionally, the platform maintains the highest compliance and security standards, ensuring that sensitive project information is protected while adhering to industry regulations. One of the standout benefits of Kytes PSA is its ability to optimize resources effectively. By automating routine processes and providing tools for better resource allocation, organizations can reduce costs and improve overall efficiency. Furthermore, the software supports the development of a robust project management culture within organizations, fostering a collaborative environment that encourages innovation and continuous improvement. This not only boosts revenue and margins but also positions organizations for long-term success in a competitive landscape. In summary, Kytes PSA is a powerful tool that empowers organizations to enhance their project management capabilities. By focusing on a people-first approach and leveraging AI-enabled automation, Kytes PSA stands out as a comprehensive solution for businesses aiming to improve their project operations and achieve greater operational efficiency.

**Average Rating:** 4.4/5.0

**Total Reviews:** 71

#### How Do G2 Users Rate Kytes?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Planning:** 9.0/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 7.9/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.6/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Kytes?

- **Seller:** [Kytes](https://www.g2.com/sellers/kytes)
- **Company Website:** www.kytes.com
- **Year Founded:** 2006
- **HQ Location:** Pune, Maharashtra
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=79804668b80467f79f309f15d96adfa6e3c8021e21edfa9df200af351d24ac5c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproductdossier-solutions-india-pvt-ltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
171 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 57% Medium, 27% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Kytes, highlighting its intuitive interface and smooth implementation process.
- Users value the **comprehensive project management** features of Kytes, appreciating its centralized resource and task management.
- Users value the **comprehensive project tracking** features of Kytes, enhancing project management and support experience.
- Users appreciate the **comprehensive resource management** capabilities of Kytes, enhancing project delivery and visibility across projects.
- Users value the **effective team collaboration** in Kytes, enhancing project management and support throughout the process.

##### Cons

- Users experience **slow loading times** for reports and file uploads, leading to frustration and occasional crashes.
- Users experience **slow performance** with report generation and file uploads, impacting overall efficiency and experience.
- Users experience a **challenging learning curve** with Kytes due to confusing layouts, though support is helpful.
- Users have noted **limited reporting** and integration options, suggesting the need for better analytics and data visualization.
- Users find the **missing features** such as limited reporting and AI/ML integration frustrating and limiting.

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

**["User-Friendly, Seamless Integration, and Reliable Support"](https://www.g2.com/survey_responses/kytes-review-12532829)**

**Rating:** 4.5/5.0 stars

_— Aditi J._

[Read full review](https://www.g2.com/survey_responses/kytes-review-12532829)

**["Essential for Resource-Heavy Project Management"](https://www.g2.com/survey_responses/kytes-review-12532967)**

**Rating:** 4.0/5.0 stars

_— Sourabh H._

[Read full review](https://www.g2.com/survey_responses/kytes-review-12532967)

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

- [What is TouchBase used for?](https://www.g2.com/discussions/what-is-touchbase-used-for) - 1 comment, 1 upvote

### [Resource Management by Smartsheet](https://www.g2.com/pt/products/resource-management-by-smartsheet/reviews)

O software de gerenciamento de projetos e recursos de alto nível Resource Management by Smartsheet ajuda equipes modernas a tomar decisões confiantes sobre planejamento de projetos, capacidade da equipe, previsão de orçamento, utilização da equipe e necessidades de contratação em tempo real. PLANEJAMENTO DE RECURSOS SIMPLES E PODEROSO Nossa ferramenta de planejamento de recursos oferece visibilidade para agendar e gerenciar sua equipe de forma eficaz, atualizar rapidamente e ver imediatamente o impacto no orçamento do projeto. GERENCIAMENTO DE PROJETOS FLEXÍVEL E ABRANGENTE Observe projetos e acompanhe várias equipes ao mesmo tempo, veja o impacto das mudanças no plano sobre o negócio como um todo e aprenda com projetos passados para fazer previsões mais precisas. SOFTWARE DE RASTREAMENTO DE TEMPO DE FUNCIONÁRIOS QUE SUA EQUIPE REALMENTE USARÁ Chega de correr atrás de folhas de ponto. O Resource Management by Smartsheet é um software simples que torna o rastreamento de tempo indolor, para que os membros da sua equipe possam se concentrar nas prioridades de trabalho. Opções de rastreamento de tempo focadas em resultados manterão sua equipe feliz e os projetos avançando. UM CONJUNTO ROBUSTO DE FERRAMENTAS DE RELATÓRIO PARA AJUDAR SEU NEGÓCIO A CRESCER Obtenha uma visão geral do desempenho da sua empresa com dados confiáveis. Com análises altamente visuais e poderosas ferramentas de relatório, você pode tomar decisões confiantes para apoiar o crescimento do seu negócio. SOBRE Resource Management by Smartsheet Estamos em uma missão para trazer à tona a informação certa no momento certo, para que todos na organização possam tomar decisões mais confiantes. Mais de 1.000 das empresas mais inovadoras do mundo confiam no Resource Management by Smartsheet — desde pequenas empresas de software em crescimento com 10 pessoas, até equipes de 100 pessoas dentro de marcas globais, até empresas de serviços profissionais com mais de 1.000 pessoas. Comece com um teste gratuito para ver como funciona para sua equipe — não é necessário cartão de crédito. Nossa equipe baseada em Seattle está aqui para ajudar.

**Average Rating:** 4.0/5.0

**Total Reviews:** 139

#### How Do G2 Users Rate Resource Management by Smartsheet?

- **the product tem sido um bom parceiro comercial?:** 8.4/10 (Category avg: 8.9/10)
- **Planejamento:** 8.0/10 (Category avg: 8.8/10)
- **Criação & Atribuição:** 8.5/10 (Category avg: 8.9/10)
- **Alocação de Recursos:** 7.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Resource Management by Smartsheet?

- **Vendedor:** [Smartsheet](https://www.g2.com/pt/sellers/smartsheet)
- **Ano de Fundação:** 2005
- **Localização da Sede:** Bellevue, WA
- **Twitter:** @Smartsheet  
26,366 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76edc1e5add1efea54679a7a2f12427f0ba248d86f5969d11ccde60017e80015&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167700%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,022 funcionários no LinkedIn®
- **Propriedade:** NYSE: SMAR

#### Who Uses This Product?

- **Who Uses This:** Gerente de Projetos
- **Top Industries:** Design, Marketing e Publicidade
- **Company Size:** 51% Small, 40% Medium

#### What Do G2 Reviewers Say About Resource Management by Smartsheet?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários acham que a **facilidade de uso** no Gerenciamento de Recursos pelo Smartsheet melhora a eficiência do fluxo de trabalho e simplifica as tarefas.
- Os usuários valorizam as **integrações perfeitas** do Gerenciamento de Recursos, otimizando fluxos de trabalho e aprimorando a colaboração entre ferramentas e projetos.
- Os usuários valorizam os recursos de **rastreamento de projetos intuitivo** , melhorando a visibilidade sobre cargas de trabalho e compromissos da equipe de forma contínua.
- Os usuários valorizam os **recursos de automação** na Gestão de Recursos, aumentando a eficiência e simplificando os fluxos de trabalho dos projetos de forma eficaz.
- Os usuários apreciam a **fácil integração** do Gerenciamento de Recursos pelo Smartsheet, melhorando a colaboração e simplificando os fluxos de trabalho de forma contínua.

##### Cons

- Os usuários enfrentam **limitações de acesso** que dificultam o fluxo de trabalho, tornando as atualizações e a navegação excessivamente tediosas e frustrantes.
- Os usuários enfrentam **requisitos de licença e restrições de relatórios** que limitam a eficácia dos recursos de gerenciamento de recursos do Smartsheet.
- Os usuários acham **problemas de faturamento** frustrantes, agravados pelos altos custos do sistema e funcionalidade limitada para gerenciar tarefas.
- Os usuários enfrentam problemas de **dados imprecisos** devido ao rastreamento de tempo não confiável e agendamento com falhas, complicando a gestão de recursos.
- Os usuários encontram **capacidades de relatório inadequadas** na Gestão de Recursos, levando a desafios na gestão detalhada de tarefas.

#### What Are Recent G2 Reviews of Resource Management by Smartsheet?

**["Planejamento Eficaz de Recursos com Obstáculos de Configuração"](https://www.g2.com/pt/survey_responses/resource-management-by-smartsheet-review-12540444)**

**Rating:** 4.0/5.0 stars

_— Aditya A._

[Read full review](https://www.g2.com/pt/survey_responses/resource-management-by-smartsheet-review-12540444)

**["Ferramenta de Gestão de Recursos"](https://www.g2.com/pt/survey_responses/resource-management-by-smartsheet-review-8115146)**

**Rating:** 4.5/5.0 stars

_— Angie L._

[Read full review](https://www.g2.com/pt/survey_responses/resource-management-by-smartsheet-review-8115146)

#### What Are G2 Users Discussing About Resource Management by Smartsheet?

- [Para que é usado o Gerenciamento de Recursos pelo Smartsheet?](https://www.g2.com/pt/discussions/what-is-resource-management-by-smartsheet-used-for)

### [Total Synergy](https://www.g2.com/products/synergy-aec/reviews)

Founded in Australia in 1999, Total Synergy is an Australian-built project management platform created specifically for architecture and engineering (A&E) firms. What began as a simple idea to simplify project management for A&E firms, has grown into a globally trusted platform supporting A&E businesses across Australia, New Zealand, the UK and beyond. Total Synergy brings project delivery and business management into one connected system. Designed for the way architects and engineers actually work, our all-in-one platform includes: • Project management and job tracking • Resource planning and capacity management • Timesheets and time tracking • Stage-based and discipline-based invoicing • Budget tracking and cost management • Work in progress (WIP) visibility • Real-time reporting and dashboards • Revenue forecasting • Document management • Client and contact management (CRM) • Expense tracking • Accounting integrations (including Xero and MYOB) • Business intelligence and performance insights By connecting operational and financial data in real time, Total Synergy gives A&E leaders complete visibility across projects, people, and profitability. We help firms reduce manual processes, eliminate spreadsheets, improve cash flow, and make confident commercial decisions earlier. Trusted by hundreds of architecture and engineering practices worldwide, Total Synergy continues to evolve with one clear goal: to provide the clearest path to project profitability. Find out more: www.totalsynergy.com

**Average Rating:** 4.4/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate Total Synergy?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Planning:** 9.4/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 6.7/10 (Category avg: 8.9/10)
- **Resource Allocation:** 7.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Total Synergy?

- **Seller:** [Total Synergy](https://www.g2.com/sellers/total-synergy)
- **Company Website:** totalsynergy.com
- **Year Founded:** 1999
- **HQ Location:** North Sydney, Australia
- **Twitter:** @totalsynergy  
468 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53ddc599e4aaf14fda06813eb6e4e79d3b25578ab6e4c36cb0e9b39e4340b95a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F203382%2F&secure%5Burl_type%5D=linkedin_company_website)  
67 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Civil Engineering, Architecture & Planning
- **Company Size:** 77% Small, 13% Medium

#### What Do G2 Reviewers Say About Total Synergy?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Total Synergy's **ease of use** remarkable, streamlining project management and enhancing daily workflows effortlessly.
- Users praise the **amazing customer support** of Total Synergy, enhancing their overall experience and project management.
- Users value the **user-friendly interface** of Total Synergy, making project management tasks easier and more efficient.
- Users appreciate the **effective project tracking** of Total Synergy, streamlining management and reducing workload significantly.
- Users appreciate the **efficient task tracking** of Total Synergy, simplifying project management and reducing workload significantly.

##### Cons

- Users express concerns about **high billing issues** with the Enterprise version of Total Synergy affecting long-term use.
- Users express concern about the **high cost** of Total Synergy, potentially impacting long-term usage decisions.
- Users point out the **high cost** of Total Synergy, raising concerns about long-term usage after the first year.
- Users note the **integration issues** between Total Synergy and Xero, limiting seamless communication between the two systems.
- Users find the **lack of integration** between Total Synergy and Xero limits seamless data exchange and workflow efficiency.

#### What Are Recent G2 Reviews of Total Synergy?

**["Well-Designed for Breaking Down Complex, Technical Projects"](https://www.g2.com/survey_responses/total-synergy-review-12866139)**

**Rating:** 4.0/5.0 stars

_— Verified User in Consulting_

[Read full review](https://www.g2.com/survey_responses/total-synergy-review-12866139)

**["Quick, Easy Revenue Forecasting with Incredible Help Desk Support"](https://www.g2.com/survey_responses/total-synergy-review-12611012)**

**Rating:** 4.0/5.0 stars

_— Jennifer C._

[Read full review](https://www.g2.com/survey_responses/total-synergy-review-12611012)

### [Paymo](https://www.g2.com/pt/products/paymo/reviews)

Paymo é uma solução completa de rastreamento de tempo, gerenciamento de projetos e faturamento & pagamentos para equipes focadas em clientes de até 20 pessoas. Desde o planejamento de tarefas até o pagamento, o Paymo ajuda agências e profissionais independentes a entregar o trabalho no prazo, manter a lucratividade e gerenciar projetos sem múltiplas ferramentas. É ideal para agências digitais, criativas e de marketing, empresas de consultoria e escritórios de arquitetura. Permite gerenciar projetos de clientes e tarefas de negócios, rastrear o tempo de trabalho e faturar clientes de um só lugar, onde quer que você esteja. O foco principal do software é ajudar as equipes a rastrear o tempo de trabalho e gerenciar projetos do início ao fim: - divida projetos em listas de tarefas e tarefas e atribua-as aos seus funcionários ou colegas de trabalho - rastreie automaticamente o tempo de trabalho no escritório via cronômetro web ou em movimento via aplicativos móveis - envie e aprove folhas de ponto - mantenha todos os envolvidos em um projeto atualizados com o que está acontecendo através de discussões - crie relatórios estáticos e dinâmicos personalizáveis e acompanhe o desempenho dos negócios - armazene todos os arquivos relacionados ao projeto - para que todos possam acessá-los a qualquer momento - visualize o trabalho da sua equipe, elimine gargalos e reduza o tempo ocioso em seus projetos - acompanhe o tempo gasto em todas as atividades do computador e aloque esse tempo para projetos - rastreie despesas, gere estimativas e faturas para o cliente e receba pagamentos online - com marcos, a equipe sabe quando as principais etapas do projeto devem ser concluídas - salve projetos como modelos e use-os quando precisar criar um projeto semelhante - rastreie a lucratividade do projeto e do cliente

**Average Rating:** 4.6/5.0

**Total Reviews:** 584

#### How Do G2 Users Rate Paymo?

- **the product tem sido um bom parceiro comercial?:** 9.1/10 (Category avg: 8.9/10)
- **Planejamento:** 8.7/10 (Category avg: 8.8/10)
- **Criação & Atribuição:** 9.2/10 (Category avg: 8.9/10)
- **Alocação de Recursos:** 7.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Paymo?

- **Vendedor:** [Paymo](https://www.g2.com/pt/sellers/paymo)
- **Ano de Fundação:** 2008
- **Localização da Sede:** Bihor, Romania
- **Twitter:** @Paymo  
3,121 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ff39d5262678bd38b5f48b1cb3cba86a593aca677cf1c9640d775790dd6e9ce6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5368468%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Proprietário, CEO
- **Top Industries:** Marketing e Publicidade, Tecnologia da Informação e Serviços
- **Company Size:** 83% Small, 11% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários valorizam o **rastreamento preciso do tempo** do Paymo, que simplifica a cobrança e melhora o monitoramento da produtividade de forma eficaz.
- Os usuários acham a interface do Paymo **intuitiva e fácil de aprender** , melhorando sua experiência de gerenciamento de tarefas e produtividade.
- Os usuários apreciam os recursos de **faturamento personalizável e intuitivo** do Paymo, que simplificam a cobrança e aumentam a produtividade.
- Os usuários valorizam o recurso de **rastreamento de progresso** do Paymo, que melhora o gerenciamento de projetos e simplifica as percepções de produtividade.
- Os usuários valorizam os **recursos que economizam tempo** do Paymo, melhorando o faturamento e a produtividade com rastreamento e faturamento intuitivos.

##### Cons

- Os usuários expressam frustração com o **pobre suporte ao cliente** da Paymo, muitas vezes ficando sem respostas ou assistência oportuna.
- Os usuários expressam frustração com a **exclusão irreversível de tarefas** e problemas com o atendimento ao cliente não responsivo e faturamento.
- Os usuários expressam frustração com **problemas de integração** , citando falta de resposta e falta de personalização por parte da equipe de suporte da Paymo.
- Os usuários encontram uma **falta de personalização** no Paymo, limitando opções e recursos para uma experiência de usuário personalizada.
- Os usuários expressam frustração com **recursos limitados** , particularmente a ausência de modo escuro e opções de personalização no Paymo.

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

**["Tem tudo o que preciso para organizar meu fluxo de trabalho"](https://www.g2.com/pt/survey_responses/paymo-review-11287195)**

**Rating:** 5.0/5.0 stars

_— Usuário Verificado em Mídia Online_

[Read full review](https://www.g2.com/pt/survey_responses/paymo-review-11287195)

**["Paymo é fácil de usar e eficaz no que faz"](https://www.g2.com/pt/survey_responses/paymo-review-11115079)**

**Rating:** 4.5/5.0 stars

_— Usuário Verificado em Design Gráfico_

[Read full review](https://www.g2.com/pt/survey_responses/paymo-review-11115079)

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

- [Para que serve o Paymo?](https://www.g2.com/pt/discussions/what-is-paymo-used-for)
- [What are some unique features of project management software?](https://www.g2.com/pt/discussions/paymo-what-are-some-unique-features-of-project-management-software)
- [How do you use paymo?](https://www.g2.com/pt/discussions/how-do-you-use-paymo)
- [O Paymo é gratuito?](https://www.g2.com/pt/discussions/is-paymo-free) - 3 comments
- [What is paymo?](https://www.g2.com/pt/discussions/what-is-paymo)

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

Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins.

**Average Rating:** 4.3/5.0

**Total Reviews:** 661

#### How Do G2 Users Rate Accelo?

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

#### Who Is the Company Behind Accelo?

- **Seller:** [Accelo](https://www.g2.com/sellers/accelo)
- **Company Website:** www.accelo.com
- **Year Founded:** 2011
- **HQ Location:** Denver, Colorado
- **Twitter:** @accelo  
2,980 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b77c15aa0278341164920175d99b33a5e7f6d729a1fa5ac8b0a40db4bf5dfc81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6652457%2F&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 72% Small, 25% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments.
- Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks.
- Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth.
- Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth.
- Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead.

##### Cons

- Users express frustration over **missing features** in Accelo, impacting usability and complicating task management.
- Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses.
- Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance.
- Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options.
- Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs.

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

**["Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses"](https://www.g2.com/survey_responses/accelo-review-11856029)**

**Rating:** 4.5/5.0 stars

_— Ifeoma E._

[Read full review](https://www.g2.com/survey_responses/accelo-review-11856029)

**["Total control of projects and billing in an integrated and agile platform"](https://www.g2.com/survey_responses/accelo-review-12720113)**

**Rating:** 4.0/5.0 stars

_— Antonio H._

[Read full review](https://www.g2.com/survey_responses/accelo-review-12720113)

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

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

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

PSOhub is PSA software purpose-built for professional services organizations: IT firms, consultancies, marketing agencies, and financial services teams. It covers the entire delivery cycle in one connected platform, from quoting and project management through resource and capacity planning, time and expense tracking, and invoicing. Built by a founding team with over 30 years of combined experience in professional services, and trusted by organizations across 40+ countries. From quote to project When a quote is accepted, the project is ready to start. Tasks are structured, budgets are set, and the team is assigned. Project managers get a real-time view of task progress, budget burn, and margin at every stage, so there are no surprises at month-end. Most professional services teams run 6 to 10 separate tools. PSOhub replaces that stack so data flows without manual handovers at every step. Resource and capacity planning The AI scheduling layer automatically assigns and reschedules resources based on skills, live capacity, and current utilization. When someone hits full utilization, the system flags it and suggests moving tasks to another team member with headroom. Keeping utilization high without blowing deadlines used to mean constant manual oversight. With PSOhub, it largely handles itself. Time and expense tracking Time and expenses connect directly to each project's budget and contract type. Whether billing fixed-fee, time and material, or retainer, hours log against the right scope and invoices generate without a manual reconciliation step. AI project and risk management The AI Copilot generates a full project plan, including financials, team assignment, and timeline, in around 10 seconds, drawing on the organization's own historical data rather than generic benchmarks. It monitors margins continuously, flags scope creep early, including situations like a senior consultant logging hours on a junior task, and generates risk assessments with concrete recommended actions. Integrations For teams using HubSpot as their CRM, a native two-way integration connects closed deals directly to projects, with time logs flowing back to the CRM. Also integrates with SAP Business One, QuickBooks, Xero, and Salesforce. Works for organizations of 10 to 1,000+.

**Average Rating:** 4.2/5.0

**Total Reviews:** 209

#### How Do G2 Users Rate PSOHUB.?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10)
- **Planning:** 7.9/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 7.9/10 (Category avg: 8.9/10)
- **Resource Allocation:** 7.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind PSOHUB.?

- **Seller:** [PSOHUB.](https://www.g2.com/sellers/psohub)
- **Company Website:** www.psohub.com
- **Year Founded:** 2020
- **HQ Location:** Bussum, North Holland, Netherlands
- **Twitter:** @PSOhub  
38 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13f7227629e1c422bd6cab61cd405ebde76102a60ebe9d34ce9b65de97b3cd79&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F64996832%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consulting, Marketing and Advertising
- **Company Size:** 66% Small, 33% Medium

#### What Do G2 Reviewers Say About PSOHUB.?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of PSOhub, highlighting its smooth navigation and efficient project management capabilities.
- Users praise the **easy time tracking** and streamlined project management of PSOhub, enhancing efficiency and productivity.
- Users appreciate the **ease of use** of PSOHUB, benefiting from its intuitive interface and efficient project management.
- Users value the **ease of project tracking** with PSOHUB, appreciating its intuitive interface and time-saving capabilities.
- Users love the **intuitive interface** of PSOHUB, making task organization and time tracking straightforward and efficient.

##### Cons

- Users find PSOHUB **not intuitive** , struggling with navigation and feature understanding without proper guidance.
- Users find the **limited customization** options in PSOHUB restricting, affecting their ability to tailor the system effectively.
- Users experience **limited features** in PSOhub, especially in customization and connectivity, hindering overall usability and efficiency.
- Users face **time tracking issues** with PSOHUB that complicate task management and hinder progress visibility.
- Users find the **complex usability** of PSOHUB challenging initially, requiring time and support to navigate effectively.

#### What Are Recent G2 Reviews of PSOHUB.?

**["PSOHUB: an efficient tool to centralize information"](https://www.g2.com/survey_responses/psohub-review-12842764)**

**Rating:** 5.0/5.0 stars

_— Lizeth M._

[Read full review](https://www.g2.com/survey_responses/psohub-review-12842764)

**["PSOHUB: Intuitive and Efficient Interface for Project Tracking"](https://www.g2.com/survey_responses/psohub-review-11856833)**

**Rating:** 5.0/5.0 stars

_— Carolina Z._

[Read full review](https://www.g2.com/survey_responses/psohub-review-11856833)

#### What Are G2 Users Discussing About PSOHUB.?

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

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- [Capital Project Management](/categories/capital-project-management)
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- [Project Cost Management](/categories/project-cost-management)
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- [Strategic Portfolio Management](/categories/strategic-portfolio-management)
- [Task Management](/categories/task-management-software)
- [Work Management](/categories/work-management)

[Browse Project Management Themes](/categories/project-management/themes)

 ![Subhransu Sahu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Subhransu Sahu")
SS

Researched and written by [Subhransu Sahu](https://research.g2.com/insights/author/subhransu-sahu)

Updated 

Products classified in the overall Project Management category are similar in many regards and help companies of all sizes solve their business problems. However, 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.

Show More

* * *

## How Do You Choose the Right Project Management Software?

### What You Should Know About Project Management Software

### What is Project Management Software?

To better understand project management software tools, it helps to clearly define what constitutes a project. According to the Project Management Institute, a project is a “temporary endeavor undertaken to create a unique product, service or result." This includes five phases that need to be completed to achieve the objective. The phases are: initiating, planning, executing, monitoring and controlling, and closing. Any project management software should provide features for all these phases. 

While the five phases stay the same, there are multiple approaches to project management. The most important include:

**The**  **phased approach:** It is also known as waterfall project management. The phased approach is a series of distinct steps that depend on the completion of a previous phase. Project phases can only be managed in a linear sequence, making it difficult to correct errors. 

**The**  **iterative and incremental method:** It consists of repeated cycles. This means a deliverable can be reviewed and improved after its initial completion. This approach, also known as agile project management, can be particularly beneficial in software development.

**Lean project management:** It uses lean management principles to reduce waste while maintaining a high level of productivity. This approach helps companies identify and eliminate tasks that do not bring value to the company and the customer. 

**Critical chain project management:** It is based on the theory of constraints (ToC), a management philosophy focusing on restrictions that may jeopardize the success of a project. By identifying the most critical constraints, companies can prepare to avoid project issues.

**Process and product-based project management:** It focuses on outcomes. It is a part of the benefits realization management approach. When the result is a product, the company defines and manages projects to optimize production and distribution. For professional services companies, the business processes are at the core of their project management strategy.

Project management software has evolved into new offerings, including professional services automation (PSA) software and project and portfolio management (PPM) software. PSA software includes back-office features, such as CRM and accounting, on top of project management. PPM solutions focus on unifying multiple types of projects and managing the interdependencies between them. Buyers need to understand the differences between these types of software to choose the best solution for their needs. 

SMB companies may benefit from a PSA solution that combines project management and back office, thus providing a single data repository and an integrated system. A possible drawback of PSA is that it may not always include robust back-office features, which is why companies may prefer to choose a separate accounting or CRM solution.

Medium to large professional services providers can significantly benefit from PPM software, which allows them to manage projects with multiple stakeholders. PPM can be quite expensive and needs to integrate with other systems, such as [ERP systems](https://www.g2.com/categories/erp) or [CRM software](https://www.g2.com/categories/crm), which usually requires extra investments.

Small companies are facing another critical challenge when evaluating project management software: the multitude of solutions that only provide subsets of a typical project management solution. A few examples are task management and project collaboration tools, which can be used to complement core project management features but not to replace them. While these types of software are more affordable than project management solutions and can be a good option for startups and micro businesses, they usually become insufficient as a company grows.

#### What Types of Project Management Software Exist?

Project management software is designed to be implemented in different ways, including best of breed, all-in-one suite, and point solutions. 

**Best-of-breed software**  

Best-of-breed software focuses exclusively on project management.

**All-in-one suites**  

All-in-one suites include other types of capabilities such as CRM or billing. 

**Point solutions**  

Point solutions are designed to complement project management tools by offering features such as project collaboration or project analytics. 

**Industry-specific project management solutions**  

Industry-specific project management solutions are designed for professionals in various industries such as design, real estate, legal services, etc. These solutions provide standard project templates and reports or KPIs for an industry or market. They are also tightly integrated with other software created explicitly for the same industry.

### What are the Common Features of Project Management Software?

The following standard functionality is included in most project management solutions:

**Definition:** Project definition functionality is the core of any project management software because it allows companies to define the project structure, which is the base of any business activity. A project structure needs to be carefully defined; it is difficult to make significant changes to it while it is implemented due to the risk of disrupting the project. At the same time, project management software should allow users to adjust structures to keep projects on track.

**Plans:** Project management software should provide multiple options to plan projects, such as templates and rules to define who does what and when. A project plan template is a good starting point for any project because project managers don’t need to start planning from scratch. Project rules can be used to define workflows for resource allocation, task dependencies, and project deadlines. Project plans should also take into account the risks that may impact a project. For instance, project managers may want to allocate more than the standard time and resources to complete a task. It is always preferable to plan for the worst possible scenario.

**Schedules:** Project schedules include milestones and deadlines, which establish when each stage of the project is expected to be completed. Depending on the complexity of the project, deadlines can also be assigned to activities and tasks. Project management solutions should include features to define milestones depending on the interdependencies between tasks. For instance, some tasks can only start when the previous ones are completed, while other activities can be done parallelly.

**Visualization:** Project visualization features (such as GANTT charts) provide an overview of all activities, tasks, deadlines, and milestones of a project. The ideal visualization allows users to drill down to each level of the project structure to find details on a resource or activity. Users with proper authorization should also be able to adjust visual schedules, and any changes to any action or milestone should automatically update any other related parts of the project.

**Workflows:** Workflows and processes define how activities are performed during the phases of a project. These features need to be customizable to adapt to the needs of each team and should provide sound logic to take into account project constraints and limitations. To improve accountability, workflows should include approvals so that supervisors, project managers, and executives take responsibility for the quality of the services provided.

**Tasks:** Task management is used to define, schedule, and monitor employees and their work. This can be critical to managing multiple teams working from different locations, as well as field personnel or external contractors and consultants. Project management software should provide the ability to adjust schedules based on unexpected changes or customer requests. To-do lists are also part of task management and are used to create lists of tasks by an employee or team. Using to-do lists, project managers can assign work to employees without giving them access to the entire project. To-do lists can also be used as checklists that employees use to track their progress.

**Resource management:** Resource management is particularly important because it can have a significant impact on the cost of the project. Each type of activity may require specific resources, which should be optimally used to keep costs down. Teams also benefit from the ability to allocate resources across multiple activities and projects, which allow them to acquire materials in bulk and save on purchasing costs. Besides, the ability to substitute unavailable resources with compatible alternatives can reduce costs and avoid delays.

**Documentation:** Project documentation functionality manages the process for all documents related to a project, such as contracts, statements of work, quotes and proposals, and so on. These documents are usually stored in an electronic format, making it easier for users to share them internally and externally. It is also crucial that a project management solution includes templates for documents and the option for users to reuse content.

**Reporting:** Reporting, analytics, and dashboards are used by all parties involved in a project, from employees to external consultants and even the customers. It is therefore essential for the analytics features to be flexible enough to easily adapt to each type of user. At the same time, sensitive information such as private data or financial details should only be shared with authorized users through secure portals.

Other Features of Project Management Software: [Capacity Capabilities](https://www.g2.com/categories/project-management/f/capacity), [Critical Path Capabilities](https://www.g2.com/categories/project-management/f/critical-path), [Dependencies Capabilities](https://www.g2.com/categories/project-management/f/dependecies), [Issue Tracking Capabilities](https://www.g2.com/categories/project-management/f/issue-tracking), [Mass Updates Capabilities](https://www.g2.com/categories/project-management/f/mass-updates), [Project Budgeting Capabilities](https://www.g2.com/categories/project-management/f/project-budgeting), [Project Map Capabilities](https://www.g2.com/categories/project-management/f/project-map), [Recurring Tasks Capabilities](https://www.g2.com/categories/project-management/f/recurring-tasks), [Resource Allocation Capabilities](https://www.g2.com/categories/project-management/f/resource-allocation), [Task Prioritization Capabilities](https://www.g2.com/categories/project-management/f/task-prioritization), [Time & Expense Capabilities](https://www.g2.com/categories/project-management/f/time-expense) 

##### Additional Project Management Software Features

Additional project management features are sometimes included in the core project management solution or delivered separately as addons or separate tools:

**Kanban:** Based on lean management principles, kanban functionality aims to eliminate wasteful work using visual representations of projects. Kanban boards include cards that can be used to group tasks and easily assign activities to employees or teams. These features are particularly useful for agile project management.

**Collaboration:** Collaboration between employees or between a company and its customers and partners can be critical to the success of a project. While collaboration platforms and software can be used separately from project management solutions, it is preferable to combine them in one system, especially for complex projects.

**Document management:** Project managers use documents such as statements of work (SOW) and work breakdown structures (WBS) to share project plans and information internally and externally. File sharing is an important feature that allows all parties access to documents. More advanced document management features allow users to collaborate on creating and modifying documents. Access to documents should be managed by role to limit access to sensitive information.

**Billing:** Billing and expense management isn't always required for project management, but can be very important for complex projects. When multiple parties are involved in a project, it is essential to ensure that the human and material resources used have been appropriately billed.

**Optimization:** Project optimization uses historical data to identify bottlenecks and other factors that hurt past projects. This allows companies to take corrective actions and avoid repeating the same mistakes in the future. For instance, if a contractor is always late or does mediocre work, the company should replace it with another services provider.

**Simulation:** Project simulation allows project managers to create and compare multiple scenarios for a project and identify the best option to be implemented. Each scenario describes different ways to allocate resources and define milestones and can also take into account various constraints and possible bottlenecks. This type of feature is particularly important for large custom projects with complex activities.

**Project accounting:** This type of functionality is usually delivered as a module of accounting software and project-based ERP software. Its primary purpose is to track project costs and revenue and consolidate any financial information related to project management. Project accounting provides critical information on the financial performance of each project or portfolio.

**Earned value management (EVM):** EVM is another way to track project performance. This type of software also provides features that monitor project progress. EVM helps companies estimate project costs, track actual costs, and calculate the earned value of the project. While any company can use this type of functionality, it is more beneficial for large and complex projects that require significant investments. For instance, EVM is a must-have for companies delivering capital projects such as infrastructure or urban development.

**Work breakdown structure (WBS):** For complex projects, companies need to break the project into smaller components and plan them separately. Different employees and teams can be in charge of each element, and external consultants or service providers can also be involved. Companies use a WBS to track the project and its components by monitoring tasks, subtasks, resources, and the people involved.

**Risk management:** Despite planning and monitoring, projects can be negatively impacted by unexpected events such as natural disasters, hacking, or changes in personnel. While it’s impossible to prepare for any risk, companies can use project risk management capabilities to identify potential issues. Project risk management software also helps companies create plans and corrective actions to mitigate risk when it occurs.

### What are the Benefits of Project Management Software?

**Resource management and cost tracking:** The main reason why companies use this type of software is to manage resources and track costs for nonrepetitive business operations. For instance, marketing companies usually provide standard services such as social media promotion, but they may also create customized campaigns for large clients. The standard services are delivered in the same way to all customers and are therefore repetitive and require similar resources, which means that their cost is usually the same for every client. Custom campaigns can be completely different depending on the needs of the customer, meaning that the resources allocated to each project will also vary, and so will its costs.

**Diversification of offering:** Project management software offers the ability to combine multiple types of services to diversify the offering of a company. This flexibility allows teams to adapt to the changing preferences of their customer and market demand. The ability to quickly respond to market changes can be an essential competitive advantage in highly competitive industry sectors such as professional services. 

**Effectiveness and profitability tracking:** Project management is needed to track the effectiveness and profitability of professional services activities. By allocating the right resources to the right tasks at the right time, project managers can deliver the project on time and on budget, which improves customer satisfaction and productivity.

### Who Uses Project Management Software?

Most employees, as well as the partners and customers of a project-based business benefit from using project management software. 

**Employees:** Project management software help employees involved in project execution, who need to know what they have to do and when. Employees also update the system when they complete tasks and use the software to communicate and collaborate with internal and external stakeholders. Through integration with other solutions, employees can track the time spent on each activity or check the availability of resources like equipment or components. 

**Project managers:** Project managers need access to all the features of the system to define projects and resources and monitor all activities, but also to intervene and modify any part of a project when necessary. This can only be achieved through alerts and notifications with different levels of severity, and which include workflows for escalation. Project managers are also involved in setting and managing access rights for internal and external users.

**Executives:** Executives mostly use analytics and reporting to monitor projects. Besides details on the status of the project, they also need information on the costs of the resources allocated and the overall effectiveness of each project. They can also benefit from using alerts and notifications when activities or stages of the project are completed. 

**Partners:** It is important for partners, such as contractors or third-party providers of services that complement the offering of the company. Since external contributors are only involved in particular activities at different stages of the project, they need to access the information required to do their job and nothing more. 

**Customers:** Customers may also use this type of software through dedicated portals to monitor the progress of one or multiple projects, provide feedback, and communicate with the service provider. For large and complex projects, customers may have a dedicated person or team responsible for the project; they could need access to the project management solution of the provider.

### What are the Alternatives to Project Management Software?

There are several alternatives to project management software which can replace this type of software, either partially or entirely:

[Project and portfolio management software](https://www.g2.com/categories/project-and-portfolio-management) **:** PPM focuses on project portfolios, which are groupings of projects with common characteristics, that share the same resources and can be planned and managed as a group. While PPM software often includes functionality to manage individual projects, project management solutions usually don't provide portfolio management features. This means that standard project management tools are not a good option for companies that need to manage portfolios of projects.

[Professional services automation software](https://www.g2.com/categories/professional-services-automation) **:** PSA is an ERP for professional services, which delivers modules for the front office (sales and marketing), back office (accounting and HR), as well as PPM. This type of software is ideal for medium and large services companies that prefer to use a single integrated system for the entire business.

**ERP:** Other than PSA, there are two types of ERP for project-based companies: [ETO ERP software](https://www.g2.com/categories/eto-erp) (for manufacturers of complex custom products in industries like aerospace and defense) and [Project-based ERP software](https://www.g2.com/categories/project-based-erp) (for government contractors). Typical ERP systems don't always include the functionality required by these companies, such as bidding, contract management, or time and expense management. Also, most ERP systems' project management modules aren't robust enough for manufacturing and government contractors. 

[Work management software](https://www.g2.com/categories/work-management) **:** Small and medium professional services companies don't always need PSA but often require features that aren't usually included in project management software. These features can vary by industry, for instance, marketing agencies need content authoring and document management functionality. Work management is a relatively new type of software that combines project management with collaboration and industry-specific functionality.

#### Software Related to Project Management Software

Most business software is related directly or indirectly with project management software, some of the most important ones are:

[Collaboration & productivity software](https://www.g2.com/categories/collaboration-productivity): Collaboration is critical for project management because there are always multiple parties involved. While project management software includes essential features for collaboration, more advanced software such as team collaboration software can be beneficial for large teams and complex projects. When it comes to productivity, new types of tools such as productivity bots software allow project managers to automate mundane tasks and focus on strategy.

[Content management systems](https://www.g2.com/categories/content-management): In some industries like marketing and advertising, content is the main deliverable of the company. Therefore, it is important for teams that rely on content to have the ability to manage libraries, databases, and other tools needed to create, track, and share multiple types of content. Depending on the complexity of the deliverables, project managers may need to use simple tools such as online form builder software, or complex solutions like knowledge management and enterprise content management (ECM) software.

[Partner management software](https://www.g2.com/categories/partner-management): Project managers often work with external consultants or companies specialized in business areas that the company doesn’t have the expertise to cover. For instance, companies may need to work with legal consultants to make sure that contracts and other documents comply with regulations. Outsourcing specific tasks to freelancers can also be more beneficial than hiring employees. In these cases, project managers need to track who they’re working with, what they are responsible for, and how they perform.

[Process automation software](https://www.g2.com/categories/process-automation) **:** Medium to large companies with complex operations need to define, implement, and optimize team processes to streamline operations. While project management software includes some features for workflow management, advanced functionality for process automation requires integration with business process management software. Another way to automate processes is to use robotic process automation (RPA) software, which uses bots to assist employees with repetitive and tedious tasks.

[Accounting software](https://www.g2.com/categories/accounting) **:** Accounting and billing software is used to manage a project's invoices and track costs. Accounting software can also be used for complex projects that involve teams in several locations that may have different financial regulations, currencies, or taxes. Billing software is also essential for large projects to consolidate different types of expenses related to the purchase of resources, rentals of equipment, or services delivered by contractors.

[Contract management software](https://www.g2.com/categories/contract-management) **:** Contract management software defines the terms and service level agreements for projects. Service providers must identify activities and milestones and ensure their customers have access to this information. Contracts can also be used for legal issues caused by late deliveries and the poor quality of the services provided, and sometimes to collect outstanding payments from customers.

[Customer service software](https://www.g2.com/categories/customer-service) **:** Customer service software is used to maintain the relationship with the customer during the contract and to ensure that terms and conditions are correctly applied. The customer service department is usually the main point of contact between companies and their customers; they must be able to react quickly and efficiently to any customer requests. They are also responsible for identifying issues that may jeopardize the relationship with the customer, and escalating them to project managers.

[HR software](https://www.g2.com/categories/hr) **:** HR software and payroll solutions are essential for large companies with many employees. These types of software are used to define job roles and responsibilities, wages, and other forms of remuneration, and work schedules. Since labor is the most important part of the total costs of any professional services company, it is critical to track it while also ensuring compliance with labor laws and collective bargaining agreements.

[ERP systems](https://www.g2.com/categories/erp-systems) **:** ERP systems usually include some of the features mentioned above but rarely all of them. When companies use ERP as their primary system and cannot afford separate solutions for customer service or contract management, they prefer a project management solution that includes these features. They may also choose to adopt tools or addons that complement their ERP and project management solutions.

There are also several types of services related to project management software. Related services can vary from external project management to project optimization, and can be delivered by a company of any size from independent contractors to multinational consulting companies:

- **Outsourcing:** Project management outsourcing is used by companies that do not wish to invest in the technology and the expertise required to manage projects. While this approach is mostly adopted for one-time projects, some companies use it regularly.
- **Advisory:** Project advisory services help companies define and implement strategies to improve the way they deliver projects or groups of projects. Advisors work with executives and project managers to determine how a company can optimize its offering to adapt to market changes, expand to new markets, or diversify its activities.
- **Consulting:** Consulting services for project optimization are essential for professional services companies that do not have the internal expertise required to determine what can be improved. Consultants with extensive experience can quickly identify areas of improvement, and suggest changes or new approaches to project management.

### Challenges with Project Management Software

There are hundreds of project management software and tools which may seem similar but aren’t. The difference between these solutions makes it difficult for buyers to understand exactly what they do and how they work with other software products. The most important challenges with project management software are described below:

**Features:** Not enough or too many features can be an issue for growing companies that either outgrew existing software or implemented project management solutions that are too advanced for their needs. The best way to avoid this problem is to evaluate project management solutions based on current and future needs.

**Integrations:** Lack of integration between project management software and other solutions creates silos of information that are disconnected, which can lead to data processing errors. User adoption can also be negatively impacted when employees use multiple systems and enter the same information in more than one.

**Reporting:** Canned reporting and lack of analytics is a significant issue for legacy project management solutions. New software usually provides more flexible analytics or integration with business intelligence tools. Another challenge is that more flexible analytics don’t necessarily cover advanced reporting needs. Buyers should evaluate vendors’ ability to offer the optimal mix of analytics features and flexibility for their specific needs.

**Bring your own software (BYOS):** BYOS is a trend similar to bring your own device (BYOD); it refers to the fact that employees can decide to use project management tools that are not approved by their employer. Since there are different tools available, many of them free to use, employees may be tempted to try them for their team or department. This trend may lead to the creation of information silos when different teams or departments choose to utilize separate project management software.

**Legacy software:** While most project management software products are web-based (meaning users only need an internet browser to access the system), some old solutions still need to be hosted by the company on its servers. On-premises project management (known as self-hosted project management software) needs to be installed on a server and on the computer of each employee who needs access to the software. Adding or removing users can be difficult. Additionally, old project management tools that don’t have a web-based interface aren’t very user friendly and cannot be easily configured.

### Which Companies Should Buy Project Management Software?

Any company that manages projects can benefit from this type of software, but project management software is essential for the following types of businesses:

**Professional services companies:** Professional services are usually delivered as projects, such as a marketing campaign to launch a product or the design of an apartment building. Each project can have different deliverables and timelines and require multiple resources (human and material). Professional services companies need to plan project management tasks, assign resources to each one, and monitor project progress to deliver on time and budget.

**Project-based manufacturers:** Project-based manufacturing (also known as engineer to order or make to order) refers to the production of unique products customized for each customer. A few examples of such products are conveyor systems for warehouses, drilling equipment for oil and gas, or shipping vessels. Project management helps these companies design, manufacture, and provide maintenance services for complex custom products.

### How to Buy Project Management Software

#### Requirements Gathering (RFI/RFP) for Project Management Software

Requirements should cover the entire lifecycle of the project, from scoping and estimating to planning, execution, monitoring, and closing. Depending on the complexity of its operations, buyers may want to create more detailed requirements for the functionality that is critical to the company. For instance, a business that outsources project execution would focus more on defining, planning, and tracking projects.

#### Compare Project Management Software Products

**Create a long list**

The long list is created by excluding the products that are not a good fit for the buyer. If buyers only want cloud software, all solutions delivered on-premises are excluded from the list. Another essential criterion could be the project methodology supported by the software. IT departments and services providers prefer to take an agile approach to project management, which means that all solutions not supporting this methodology are usually not considered for the selection.

**Create a short list**

The requirements list mentioned above is sent to the vendors included in the long list to provide detailed information on supporting each feature. Buyers should also ask vendors to provide customer references and pricing information. It is highly recommended to use objective third party analysis and software reviews to learn more about the vendors and their products. Using vendor responses to RFIs, customer references, reviews, and independent research, buyers can compare products to identify their strengths and weaknesses. At the end of the processes, buyers should have a list of two to four finalists that provide very similar functionality.

**Conduct demos**

The best way to differentiate between the products on the short list is to conduct demos of each product to see how they can be used in real-life scenarios. Buyers create demo scripts that include requirements and workflows specific to their company, and vendors provide a demo in real-time, which follows the script. Since very long demos can be counterproductive, buyers should focus on the critical features. For instance, instead of asking vendors to show how they create a project and add tasks to it (which is basic project management), buyers may want to focus on interdependencies between tasks or changes to a project's timeline. 

Other than functional requirements, buyers should also evaluate a product based on its ease of use and flexibility to make sure that it’s intuitive and collaborative. The selection team members attending the demo should rate each criterion or requirement on a predefined scale, which will allow them to consolidate all ratings and objectively compare software. 

#### Selection of Project Management Software

**Choose a selection team**

The selection team includes executives such as the CEO, CTO, or CFO, as well as project managers or members of the project management office team. It is recommended that the project managers involved have extensive experience managing projects and using this type of software. 

**Negotiation**

While the software's cost is usually an essential factor in negotiation, buyers should not compromise on features to save money. It may also be tempting to buy components or services that are not critical or important for the company. At the same time, buyers should try to get discounts or free tools and services to complement the project management solution. 

Medium to large companies should also take into account the ability of the vendor to help them update their business processes and best practices for project management. An engineering company and a marketing agency have very different operations and the project management software alone may not be enough to increase productivity. While they can be expensive, business process reengineering services are critical for companies with complex projects.

**Final decision**

The final decision should be made by the entire selection team. It should be based on the information gathered about each product, its vendor, and their ability to provide the functionality and services required by the buyer. Ideally, buyers should request information on the estimated ROI of the software. The vendor's contract length and discounts can also have a significant impact on the final decision. 

### What Does Project Management Software Cost?

On-premises project management software is sold as perpetual or named licenses, which allow buyers to use the software indefinitely and without renewals. The cloud or SaaS solutions use the subscription model, which licenses the software on a monthly or yearly basis. This does not include licenses for operating systems or database management, which are the buyer's responsibility.

Most project management software provide multiple tiers or editions, which are versions of the same software with different features. Many basic versions are free for a limited number of users. In theory, cloud products allow buyers to scale up or down quickly (add or remove users) and change editions. In practice, vendors try to sell packages or plans that are less flexible and only allow buyers to make changes at the end of the contract. The licenses' cost can vary depending on the user's role (administrator, employee, manager, or contributor). 

Finally, a project management solution's initial cost may include various services offered by the vendor, such as consulting, customization, integration, or business process reengineering. 

#### Return on Investment (ROI)

To determine the ROI of a project management software, buyers need to identify the product's costs (initial and ongoing) and its quantifiable benefits (increased productivity, less time spent managing tasks, better resource allocation).

The costs and benefits of the software aren't always obvious. For example, ongoing costs represent the licenses users need to access the system and include additional support, training, or software configuration. Large companies may also require a dedicated employee to manage the system, user access, or change requests. The main challenge with the benefits is that they are difficult to calculate. Therefore, buyers must estimate how the advantages of project management software impact their finances and profitability.

### Implementation of Project Management Software

**How is Project Management Software Implemented?**

Depending on the complexity of the software and the buyer's operations, implementation can be straightforward or complicated. 

**Small businesses:** Small businesses with essential project management needs usually adopt cloud software, which does not require installation. Standard project management software usually provides enough out-of-the-box features for these companies, so there's no need to configure the system or buy additional modules or addons.

**Mid-market**  **companies:** Such companies may require industry-specific features, data migration, and integration with other business software. These require an implementation plan and a dedicated employee in charge of the process. Vendor assistance is also essential, especially for configuration, data migration, and integration. 

**Enterprises:** Enterprises usually take a phased approach to implementation by deploying the software in each location or division at a time. This approach is preferable to deploying the system everywhere at the same time, which can cause significant disruptions and requires substantial resources.

**Who is Responsible for Project Management Software Implementation?**

Buyers should have a project manager in charge of the implementation, who works with a team of subject matter experts, and the vendor and its partners. 

While managers and executives aren't always directly involved, they are responsible for keeping the implementation on track. Any changes are recommended by the project manager and approved or rejected by the managers in charge.

**What Does the Implementation Process Look Like for Project Management Software?**

The implementation process is made of several phases, which may not always apply to all buyers. For instance, a new company does not need data migration services since it has no historical data from previous systems. 

The main phases of a project management software implementation are as follows:

**Data migration:** Migration of data from any data sources used previously by the buyer to manage projects, such as software, spreadsheets, custom solutions, and databases. While keeping historical data is essential for reporting purposes, companies don't need to migrate all the details of past projects such as project plans, GANNT charts, and so on.

**System configuration:** System configuration varies significantly from one company to another and can be a fundamental challenge. Standard project management requires little setup, but managing complex processes may involve advanced customizations and integration with other systems or records such as CRM or ERP.

**User management:** User management defines who does what in the system and assigns them access rights accordingly. An administrator has access to all features, including the user management module. Project managers can add and modify projects. Most employees can only see and complete the tasks assigned to them.

**Testing the software:** Software testing should be performed using a demo database, a copy of the database used for daily operations. Ideally, the demo dataset should include the data from migration and the system and user roles configuration. 

**Training:** User training can be done using online learning tools or in person (recommended for admins and advanced users). It also helps to train a trainer who can help new users with training.  

**Go-live:** Go-live refers to the switch from the old system (or multiple products) to the new project management solutions. Using both the old and new software is not recommended after the go-live, as it will generate confusion, double entries, and loss of productivity.

**Adjustments:** Some adjustments are unavoidable after the implementation. Generally, complex implementation and software require more adjustments after go-live. 

**When Should You Implement Project Management Software?**

It is recommended to avoid implementing project management software during a critical phase of an important project. When buyers use this type of software to manage project costs and budgets, it is preferable to finalize the implementation after the year-end financial closing process. This ensures that accounting transactions related to projects are closed and do not impact the new fiscal year. 

### Project Management Software Trends

**Cloud**

Cloud and mobile technologies are making project management more affordable and easier to use, which dramatically increased adoption in recent years. These technologies also allowed new players to enter the market and provide better and more flexible alternatives to legacy software. Multi-cloud is another trend that is gaining traction in the software market; it refers to partnerships between cloud vendors to deliver tighter integration between their offerings. Better integration can be beneficial for SMB companies with low budgets, but medium to large companies should also consider other options for integration.

**Collaboration**

Collaboration has always been an essential part of project management, but rigid project management software made it difficult. Recent technologies and higher expectations from new generations of users made vendors deliver better collaboration features, either out of the box or through integration with other software. Many vendors provide separate solutions for collaboration as part of their offerings while others only focus on this type of software.

**Functionality**

Extended functionality refers to the tendency to add more features, such as customer management, billing, or accounting, on top of the core offering for project management. Vendors use this strategy to differentiate themselves from competitors. This approach can be beneficial for SMBs who prefer to have project management and other features delivered as a single product. It can also be confusing for medium to large companies because the extended functionality isn’t always robust enough for their needs.

**Manufacturing**

Another trend related to project management software is the need for manufacturing and distribution companies to diversify their activities to increase revenues and provide a better customer experience. Traditionally, only manufacturers of heavy machinery or sophisticated equipment would provide installation and maintenance to customers to avoid costly mistakes. Nowadays, SMB manufacturers are adopting similar strategies but cannot afford to invest in project-based ERP to manage their new activities. Instead, these companies rely on project management or field service software, which are usually separate from their ERP systems.

**Agile project management**

Agile project management is a methodology that focuses on the collaboration between cross-functional teams. As opposed to the traditional waterfall approach, agile is based on frequent inspection of the progress of a project which can trigger corrective actions. This way, issues or challenges can be addressed quickly before they become significant and may jeopardize the success of a project. Agile project management also allows for rapid delivery of high-quality projects. While agile isn’t a new concept, it has been widely adopted recently because of its benefits, especially by IT and software development companies.

**Virtualization**

Virtual project management relies on a virtual team to complete tasks and monitor the effectiveness of a project. Virtual teams refer to employees working remotely across multiple locations. This approach may reduce project costs, but it can also bring challenges such as miscommunication between users from different countries and cultures, or the difficulty of scheduling employees across different time zones.

**Work management**

Work management is a new type of software that combines project management, workflow management, and collaboration process functionality to manage the flow of business data and operations. The main difference between work management and PSA software is that the former does not provide advanced back-office features like accounting. Work management will likely replace project management and back-office tools more and more in the future. Since work management solutions focus on services businesses, this type of software isn’t always a good choice for other industries like manufacturing or logistics.

**Tools**

Most project management features exist as separate tools that can be bought and used independently. Some examples include task management, time tracking, and resource management. Timesheets are another example of project management tools, these are used to monitor employees’ time on various tasks when they aren’t directly involved in project management. For instance, employees that install and maintain hardware don’t need to use project management software and can benefit from using timesheets.