# Best Project Management Software - Page 5 ## How Many Project Management Software Products Does G2 Track? **Total Products under this Category:** 702 ### 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 24, 2026_ ## How Does G2 Rank Project Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 140,600+ Authentic Reviews - 702+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Project Management Software ![G2 Grid® for Project Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/project-management/grids.png?focus%5B%5D=650&focus%5B%5D=278&focus%5B%5D=530&focus%5B%5D=16194&focus%5B%5D=25675&focus%5B%5D=82623&focus%5B%5D=36096&focus%5B%5D=931) Highlighted products: Jira, Asana, Smartsheet, monday AI Work Platform, ClickUp, Notion, Airtable, and Quickbase. Underlying data: [Grid® JSON](https://www.g2.com/categories/project-management/grids.json?focus%5B%5D=jira&focus%5B%5D=asana&focus%5B%5D=smartsheet&focus%5B%5D=monday-com&focus%5B%5D=clickup&focus%5B%5D=notion&focus%5B%5D=airtable&focus%5B%5D=quickbase) **Sponsored** ### Wrike Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. Teams use Wrike to track work progress, assign tasks, set deadlines, and facilitate communication, eliminating silos and fostering a culture of transparency and accountability that is crucial for successful delivery. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Teams can build and automate tailored workflows that reflect their unique processes, visualize timelines through Gantt charts and Kanban boards, and integrate seamlessly with tools like Slack, Google Drive, and Microsoft Teams. Wrike's MCP server extends this further, allowing AI assistants to connect directly to the platform where execution actually happens so AI-driven actions become part of the auditable record of how work gets done, not disconnected outputs living outside the system. And powered by the Wrike Work Intelligence® Graph, the platform gives AI the structured context it needs to act reliably inside the same roles, permissions, and access controls as your people. The result goes far beyond task management. Wrike reduces time spent on administrative work, scales alongside growing organizations, and gives teams the governed foundation they need to put AI to work on their most consequential workflows without losing control. With more than 20,000 organizations worldwide, including Siemens, Walmart, NVIDIA, and The Estée Lauder Companies, trusting Wrike to deliver their most important work, the platform has earned its place as a reliable partner for organizations to deliver without doubt [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=14&secure%5Bchosen_at%5D=2026-07-29T18%3A15%3A49Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1382&secure%5Bresource_id%5D=14&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproject-management%3Ffeatured%3Dsmartsheet%26page%3D5&secure%5Btoken%5D=7b26170f875273a89b1373ee65b996ffe893d6e1d7a34de0daa54594f1c566d1&secure%5Burl%5D=https%3A%2F%2Fwww.wrike.com%2Fuse-cases%2Fproject-management%2F%3Futm_medium%3Dcpc%26utm_campaign%3Dg2_paid%26utm_source%3Dg2crowd%26utm_content%3Dproject&secure%5Burl_type%5D=paid_promos) ### [TimeHero](https://www.g2.com/products/timehero/reviews) TimeHero is an automated task and project planner for teams. It automatically schedules work around meetings, events, and appointments, so you don't need to spend time planning your day. Easily launch team-wide projects in seconds with TimeHero's built-in workflow automation. Timelines, timesheets, and Gantt charts are instantly updated, so you know when things are at risk before they ever get behind. Sign up for TimeHero today and become a more productive team with less effort. **Average Rating:** 4.5/5.0 **Total Reviews:** 21 #### How Do G2 Users Rate TimeHero? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Planning:** 9.2/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.1/10 (Category avg: 8.9/10) - **Resource Allocation:** 9.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind TimeHero? - **Seller:** [TimeHero](https://www.g2.com/sellers/timehero) - **Year Founded:** 2015 - **HQ Location:** Ontario, Canada - **Twitter:** @timehero 310 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=69c97545b07a5aa3f1aa066c1b6d401d2ad84e193a33e0d24ca1b8de5ed40ceb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10096878%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 65% Small, 30% Medium #### What Do G2 Reviewers Say About TimeHero? _AI-generated summary from verified user reviews_ ##### Pros - Users find **easy integration** with TimeHero a significant advantage for transitioning their workload smoothly. - Users find TimeHero's **progress tracking** valuable for effective planning and time-management, exceeding their expectations. - Users appreciate the **team collaboration features** of TimeHero, enhancing productivity even without their entire team onboard. - Users find TimeHero to be a **great tool for planning and time management** , effectively meeting their expectations. - Users find that TimeHero significantly improves **time-saving** in planning and enhances overall time management efficiency. ##### Cons - Users find the **learning curve challenging** , especially with customizable reports and the platform's initial glitches. - Users find the **free version severely limited** , facing challenges with glitches and a steep learning curve. - Users find the **reporting issues** challenging, particularly due to glitches and a steep learning curve. #### What Are Recent G2 Reviews of TimeHero? **["Streamlined Task Management but Needs Faster Setup"](https://www.g2.com/survey_responses/timehero-review-12720915)** **Rating:** 4.5/5.0 stars _— Keely M._ [Read full review](https://www.g2.com/survey_responses/timehero-review-12720915) **["TimeHero Effective time Management!"](https://www.g2.com/survey_responses/timehero-review-10545861)** **Rating:** 5.0/5.0 stars _— Verified User in Transportation/Trucking/Railroad_ [Read full review](https://www.g2.com/survey_responses/timehero-review-10545861) #### What Are G2 Users Discussing About TimeHero? - [What does Timehero do?](https://www.g2.com/discussions/what-does-timehero-do) - [How much does SkedPal cost?](https://www.g2.com/discussions/how-much-does-skedpal-cost) - [What is Trevor AI?](https://www.g2.com/discussions/what-is-trevor-ai) - [What is TimeHero?](https://www.g2.com/discussions/what-is-timehero) ### [Nozbe](https://www.g2.com/products/nozbe/reviews) You need Nozbe to organize your work! It's an easy-to-use app that helps you and your team communicate & manage all your projects. And it works on all devices! With Nozbe, you will: - Organize your team & personal tasks in projects - Communicate with your team, clients, and partners - through tasks - Work offline & keep all your projects in sync - Always stay on top of things with the Incoming view - Prioritize your tasks in the Priority view - Track the progress of your key projects in the Activity thread - Synchronize with your Calendar Get started for free! **Average Rating:** 4.6/5.0 **Total Reviews:** 35 #### How Do G2 Users Rate Nozbe? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Planning:** 7.8/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.8/10 (Category avg: 8.9/10) - **Resource Allocation:** 5.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind Nozbe? - **Seller:** [Nozbe](https://www.g2.com/sellers/nozbe) - **Year Founded:** 2007 - **HQ Location:** Gdynia, Poland - **Twitter:** @nozbe 5,909 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=68d0e094eec7c17685970276ee39032d8342902a93d7160e836028cb6270c7e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3474204%2F&secure%5Burl_type%5D=linkedin_company_website) 14 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 75% Small, 17% Medium #### What Do G2 Reviewers Say About Nozbe? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Nozbe, finding it simple to set up and manage tasks daily. - Users value the **simplicity of project management** in Nozbe, finding it easy to set up and use daily. - Users love the **simplicity** of Nozbe, finding it easy to set up and manage tasks effectively. - Users value the **ease of task tracking** in Nozbe, praising its simplicity and everyday utility. #### What Are Recent G2 Reviews of Nozbe? **["So long Slack! Hello Nozbe!"](https://www.g2.com/survey_responses/nozbe-review-11243993)** **Rating:** 5.0/5.0 stars _— Verified User in Graphic Design_ [Read full review](https://www.g2.com/survey_responses/nozbe-review-11243993) **["The most ergonomic and effective productivity app"](https://www.g2.com/survey_responses/nozbe-review-10723671)** **Rating:** 5.0/5.0 stars _— Michał ._ [Read full review](https://www.g2.com/survey_responses/nozbe-review-10723671) ### [COR](https://www.g2.com/products/cor/reviews) Running an agency means juggling projects, people, and profit margins — all at once. Most tools help you track work. COR helps you protect your profitability. COR is the Profit Operating System for modern agencies. Built for the way agency teams actually operate, COR gives you real-time visibility into where your margins are going, before it's too late to act. What makes COR different: Profit-first, not just project-first. While other platforms focus on task management, COR tracks what actually matters: margin per project, per client, per team. Know your profitability at a glance — no spreadsheets, no surprises. AI governance that actually works. COR orchestrates humans and AI agents with the controls your agency needs — smart workload recommendations, automated time tracking, and predictive forecasting that tells you where you'll land before you get there. Benchmarks that give you an edge. COR's platform surfaces industry benchmarks so you know how your agency stacks up — and where your biggest opportunities for improvement are. Data-driven decisions, built into your daily workflow. Whether you're a 40-person agency or a 200-person network agency, COR gives you the clarity and confidence to scale profitably. Finally — one platform where your projects, your people, and your profits all live together. **Average Rating:** 4.4/5.0 **Total Reviews:** 107 #### How Do G2 Users Rate COR? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Planning:** 8.4/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.6/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind COR? - **Seller:** [COR](https://www.g2.com/sellers/cor) - **Company Website:** www.projectcor.com - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @COR 869 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=764cbde71b0281a48ca587a639a03a68d14f5927b249a09ed57445e864265503&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproject-cor%2F&secure%5Burl_type%5D=linkedin_company_website) 285 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Public Relations and Communications - **Company Size:** 49% Medium, 48% Small #### What Are Recent G2 Reviews of COR? **["COR provides operational visibility and solid data for transparent decisions"](https://www.g2.com/survey_responses/cor-review-12684086)** **Rating:** 5.0/5.0 stars _— Carlos M._ [Read full review](https://www.g2.com/survey_responses/cor-review-12684086) **["Streamlined Compliance for German SME Clients"](https://www.g2.com/survey_responses/cor-review-13067219)** **Rating:** 4.0/5.0 stars _— Hiren B._ [Read full review](https://www.g2.com/survey_responses/cor-review-13067219) #### What Are G2 Users Discussing About COR? - [What advice would you give to companies considering COR for project management?](https://www.g2.com/discussions/what-advice-would-you-give-to-companies-considering-cor-for-project-management) - [What is COR used for?](https://www.g2.com/discussions/what-is-cor-used-for) ### [Freelo](https://www.g2.com/products/freelo/reviews) Freelo is a Project Management tool for teams who want to be in control of their work. Get rid of unnecessary internal email communication and finally start communicating effectively over tasks. With Freelo, everyone knows what to do, when the deadline is, and what priority the task has. Thanks to the clear Dashboard, no task gets lost anymore and thanks to the sophisticated filters in it, you can easily see how the tasks you delegated to your colleagues are doing. Organize your tasks in Kanban or plan projects in a Gantt chart. Built-in time tracking helps you keep track of how much time you've spent on a task and track the financial side of projects in Reports. Try Freelo for 14 days for free, then choose the plan that best suits your needs. **Average Rating:** 4.7/5.0 **Total Reviews:** 238 #### How Do G2 Users Rate Freelo? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Planning:** 8.9/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.2/10 (Category avg: 8.9/10) - **Resource Allocation:** 7.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind Freelo? - **Seller:** [FreeloCZ](https://www.g2.com/sellers/freelocz) - **Year Founded:** 2015 - **HQ Location:** Pardubice V, CZ - **Twitter:** @FreeloCZ 688 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d562874624e6269d4aab802722314a38f5b9bcb3c10622e341dde51ad33fe1c0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffreelocz%2F&secure%5Burl_type%5D=linkedin_company_website) 32 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project manager, CEO - **Top Industries:** Non-Profit Organization Management, Civic & Social Organization - **Company Size:** 87% Small, 11% Medium #### What Do G2 Reviewers Say About Freelo? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Freelo, noting its intuitive design and straightforward project management capabilities. - Users value the **intuitive task management** of Freelo, enhancing teamwork and streamlining communication effortlessly. - Users commend Freelo for its **intuitive project management** , making task tracking and collaboration seamless and efficient. - Users value Freelo for its **clear organization and effective communication** , enhancing project management and collaboration effortlessly. - Users find Freelo's **intuitive design** enhances task management, making collaboration seamless for all team members. ##### Cons - Users find the **steep learning curve** challenging, requiring time to adapt and fully utilize Freelo's features. - Users find the **app functionality lacking** , particularly with task assignment and its mobile user experience. - Users find Freelo's interface **not intuitive** , leading to confusion and difficulty navigating its features and workflows. - Users note the **task management limitations** in Freelo, particularly with visibility and multi-assignment capabilities. - Users find the **beginner difficulty** challenging, as less experienced users struggle to trust and learn the system effectively. #### What Are Recent G2 Reviews of Freelo? **["Freelo: A User-Friendly Solution for Sports Clubs"](https://www.g2.com/survey_responses/freelo-review-12912244)** **Rating:** 5.0/5.0 stars _— Verified User in Sports_ [Read full review](https://www.g2.com/survey_responses/freelo-review-12912244) **["Easy Task Tracking and Clear Timeline View in Freelo"](https://www.g2.com/survey_responses/freelo-review-12827607)** **Rating:** 4.0/5.0 stars _— Jindřich M._ [Read full review](https://www.g2.com/survey_responses/freelo-review-12827607) #### What Are G2 Users Discussing About Freelo? - [What is Freelo used for?](https://www.g2.com/discussions/what-is-freelo-used-for) - 1 comment, 1 upvote ### [ProjectManager](https://www.g2.com/products/projectmanager-com-projectmanager/reviews) ProjectManager is a project and portfolio management software that offers unparalleled control, in-depth project data and the most comprehensive planning features on the market. With advanced scheduling, automated cost and time tracking, risk analysis and resource management, our platform ensures flawless execution while providing unbeatable insights at every stage. Trusted by thousands worldwide for seamless collaboration, ProjectManager empowers teams to deliver with precision. **Average Rating:** 4.4/5.0 **Total Reviews:** 95 #### How Do G2 Users Rate ProjectManager? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Planning:** 8.7/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.0/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.4/10 (Category avg: 8.4/10) #### Who Is the Company Behind ProjectManager? - **Seller:** [ProjectManager](https://www.g2.com/sellers/projectmanager) - **Year Founded:** 2008 - **HQ Location:** Austin, Texas - **Twitter:** @ProjectTips 52,588 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2d70ddb6b31466ab0561c85f4f7c4c294ca09095957031839772948cbca5c6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F411289&secure%5Burl_type%5D=linkedin_company_website) 90 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Information Technology and Services, Construction - **Company Size:** 50% Small, 32% Medium #### What Do G2 Reviewers Say About ProjectManager? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of ProjectManager, making project planning and execution a streamlined experience. - Users appreciate the **helpful support** from ProjectManager, facilitated by knowledgeable staff and an intuitive interface. - Users value ProjectManager for its **effortless planning and smart execution** , enhancing collaboration and project oversight seamlessly. - Users value the **centralized information** of ProjectManager, making project management seamless and efficient from start to finish. - Users appreciate the **effective communication** features of ProjectManager, enhancing collaboration and streamlining project execution. ##### Cons - Users face **frequent refreshing** issues due to slow updates, impacting their overall experience with ProjectManager. - Users often face **app crashes** that necessitate refreshing the browser, disrupting workflow and efficiency. - Users are frustrated by the **poor integration with other programs** , which hampers their overall usage of ProjectManager. - Users often face **website errors** that necessitate refreshing the browser, disrupting their workflow in ProjectManager. #### What Are Recent G2 Reviews of ProjectManager? **["Easy Task Tracking and Team Collaboration with Real-Time Dashboard Updates"](https://www.g2.com/survey_responses/projectmanager-review-12724498)** **Rating:** 4.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/projectmanager-review-12724498) **["Comprehensive Management with Some Mobile Hiccups"](https://www.g2.com/survey_responses/projectmanager-review-12535602)** **Rating:** 5.0/5.0 stars _— Rocio M._ [Read full review](https://www.g2.com/survey_responses/projectmanager-review-12535602) #### What Are G2 Users Discussing About ProjectManager? - [What do you like most about ProjectManager for project management, and what could be improved?](https://www.g2.com/discussions/what-do-you-like-most-about-projectmanager-for-project-management-and-what-could-be-improved) - [Does Google have a project management tool?](https://www.g2.com/discussions/projectmanager-does-google-have-a-project-management-tool) - 1 comment - [Does Google have a project management tool?](https://www.g2.com/discussions/does-google-have-a-project-management-tool) - 1 comment - [What are the main features of a Gantt chart?](https://www.g2.com/discussions/projectmanager-what-are-the-main-features-of-a-gantt-chart-4302ea17-adce-42fd-a228-332e12af25cd) - 1 comment - [What are the main features of a Gantt chart?](https://www.g2.com/discussions/projectmanager-what-are-the-main-features-of-a-gantt-chart) ### [Bonsai](https://www.g2.com/products/bonsai/reviews) Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them. **Average Rating:** 4.3/5.0 **Total Reviews:** 100 #### How Do G2 Users Rate Bonsai? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) #### Who Is the Company Behind Bonsai? - **Seller:** [Bonsai (YC W16)](https://www.g2.com/sellers/bonsai-yc-w16) - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @bonsaiinc 3,038 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b38d0f7036e5aae4771034a2d2363bbf2078d06e3ca9949e803bb4db2e05cfc2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6591614%2F&secure%5Burl_type%5D=linkedin_company_website) 41 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Design - **Company Size:** 94% Small, 1% Large #### What Do G2 Reviewers Say About Bonsai? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Bonsai, enjoying streamlined management of proposals, invoices, and payments all in one place. - Users value the **all-in-one invoicing management** of Bonsai, streamlining proposals, payments, and business operations efficiently. - Users appreciate the **all-in-one invoice management** of Bonsai, simplifying proposals, payments, and overall business processes. - Users value the **time-saving features** of Bonsai, enabling efficient management of proposals, invoices, and tracking in one place. - Users value the **time tracking** feature of Bonsai, enhancing project management and streamlining their business operations. ##### Cons - Users note the **missing features** , such as contact export options and a mobile app, affecting overall satisfaction. - Users find Bonsai **expensive compared to alternatives** , often paying for features they don't use and lacking customization options. - Users face **integration issues** with Bonsai, particularly affecting scheduling and timezone management for global teams. - Users find **limited customization** in Bonsai's packages, making it challenging to tailor the service to specific needs. - Users find Bonsai's **limited features** restrictive, often missing vital tools while paying for unnecessary options. #### What Are Recent G2 Reviews of Bonsai? **["Great Accounts/CRM/collab solution for micro and small businesses"](https://www.g2.com/survey_responses/bonsai-review-9713271)** **Rating:** 5.0/5.0 stars _— Anita Q._ [Read full review](https://www.g2.com/survey_responses/bonsai-review-9713271) **["A love hate relationship I love to hate"](https://www.g2.com/survey_responses/bonsai-review-10245202)** **Rating:** 5.0/5.0 stars _— Braden E._ [Read full review](https://www.g2.com/survey_responses/bonsai-review-10245202) #### What Are G2 Users Discussing About Bonsai? - [What is Bonsai for freelancers?](https://www.g2.com/discussions/what-is-bonsai-for-freelancers) - [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment - [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment - [What is Bonsai software?](https://www.g2.com/discussions/what-is-bonsai-software) - 2 comments ### [Moovila](https://www.g2.com/products/moovila/reviews) Moovila Perfect Project is an AI-powered project management and automation platform developed by Moovila to help organizations plan, predict, and deliver projects with precision. Built for Managed Service Providers (MSPs), IT service firms, and other project-driven organizations, Moovila enables teams to manage complex, resource-dependent workflows while eliminating uncertainty in project timelines. Unlike traditional project management tools, the platform uses artificial intelligence to dynamically create and maintain optimized project schedules, ensuring that teams can adapt in real time while staying on track for on-time delivery. Moovila is designed for organizations that manage a high volume of concurrent projects, particularly MSPs, consulting firms, and professional services teams that rely on structured workflows and accurate resource planning. Its ideal users are teams working within PSA environments such as ConnectWise PSA, Autotask PSA, and HaloPSA, where alignment between sales, operations, and project delivery is critical. These organizations often face challenges such as missed deadlines, limited visibility into project health, and inefficient resource allocation, all of which Moovila is built to solve through automation and intelligent forecasting. What differentiates Moovila Perfect Project from other platforms is its focus on predictability and real-time intelligence rather than manual tracking. At the core of the platform is its AI-driven Critical Path Engine, which automatically maps task dependencies and continuously recalculates the most efficient path to project completion as conditions evolve. This is paired with real-time risk detection, which monitors projects for potential delays or bottlenecks and proactively alerts teams with recommended actions to mitigate those risks before they impact delivery timelines. Another key advantage of Moovila is its native bi-directional integration with major PSA systems, including ConnectWise PSA, Autotask PSA, and HaloPSA, allowing for seamless, real-time synchronization of project data without the need for middleware or manual data entry. This integration ensures that all teams are working from the same source of truth. In addition, Moovila’s intelligent resource and capacity forecasting capabilities help organizations optimize team utilization by analyzing workloads and availability, preventing overallocation while improving efficiency across projects. The platform also features Smart Scheduling, which automatically generates and adjusts timelines based on real-time inputs, ensuring that project plans remain accurate without constant manual updates. Moovila supports structured, dependency-driven workflows through a waterfall methodology, with optional Gantt chart visualization for teams that require a visual representation of project timelines. Its Project Hub further enhances efficiency by providing a library of pre-built templates, enabling teams to quickly launch standardized, well-structured projects with confidence and consistency. Moovila Perfect Project is used across a variety of use cases, including client project delivery such as onboarding, migrations, and implementations, as well as internal operations management and cross-functional coordination. It is equally effective for both short-term initiatives and long-term strategic projects, making it a flexible solution for organizations that require both structure and adaptability. By automating scheduling, monitoring risks, and optimizing resources, Moovila helps teams stay aligned, accountable, and in control of even the most complex project environments. By combining automation, real-time intelligence, and seamless integration, Moovila Perfect Project enables organizations to move from simply managing projects to delivering them with consistency and precision. **Average Rating:** 4.8/5.0 **Total Reviews:** 49 #### How Do G2 Users Rate Moovila? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Planning:** 9.3/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.6/10 (Category avg: 8.9/10) - **Resource Allocation:** 9.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind Moovila? - **Seller:** [Moovila](https://www.g2.com/sellers/moovila) - **Company Website:** www.moovila.com - **HQ Location:** Mount Pleasant, South Carolina - **Twitter:** @Moovila\_App 767 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6f3fd23b74e3187ed074a2968aad033a8cf83be177ed0eec833372bdaeca4bea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6596080&secure%5Burl_type%5D=linkedin_company_website) 27 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 53% Small, 40% Medium #### What Do G2 Reviewers Say About Moovila? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **outstanding project management capabilities** of Moovila, enjoying its user-friendly interface and responsive support. - Users find Moovila's **ease of use** remarkable, enhancing project management and simplifying workflow customization seamlessly. - Users value the **automation capabilities** of Moovila, significantly enhancing efficiency and reducing human error in project management. - Users value the **effective project tracking** of Moovila, which enhances resource planning and project management clarity. - Users commend the **outstanding customer support** of Moovila, highlighting their responsiveness and helpfulness throughout the process. ##### Cons - Users find the **limited customization** options in Moovila's interface restrict intuitive use and overall project navigation. - Users experience **integration issues** with Moovila, particularly with platforms like Teams and delayed updates on others. - Users find the **learning curve steep** , making it difficult to navigate and fully utilize Moovila effectively. - Users find Moovila's **limited features** hinder customization, reporting, and usability, making the interface feel clunky and outdated. - Users find Moovila's interface **not intuitive** , with a steep learning curve and overwhelming layout complexity. #### What Are Recent G2 Reviews of Moovila? **["Moovila Streamlines Project Flow, Capacity Planning, and On-Time Delivery"](https://www.g2.com/survey_responses/moovila-review-12992307)** **Rating:** 5.0/5.0 stars _— Erik K._ [Read full review](https://www.g2.com/survey_responses/moovila-review-12992307) **["Moovila Makes Project Scheduling and Task Tracking Effortless"](https://www.g2.com/survey_responses/moovila-review-13179800)** **Rating:** 5.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/moovila-review-13179800) #### What Are G2 Users Discussing About Moovila? - [What is Moovila used for?](https://www.g2.com/discussions/what-is-moovila-used-for) ### [MeisterTask](https://www.g2.com/products/meistertask/reviews) MeisterTask is a web-based task and project management tool that is perfect for agile project management. Beautifully-designed interface, intuitive functionality, and seamless integrations with other tools make it a logical choice for project teams. MeisterTask offers a free Basic plan (up to 3 projects), with paid subscriptions from €12,50 per user per month. Alongside customizable, Kanban-style project boards, MeisterTask boasts numerous powerful features designed to streamline project work. Workload can be managed with Timeline: a Gantt-style overview of tasks that pinpoints bottlenecks and keeps projects flowing smoothly. Set up Automations to speed up manual work or complete specific tasks automatically. MeisterTask is part of the Meister Suite, a group of products for flawless workflow management. From ideation in our mind mapping tool, MindMeister, to online documentation in MeisterNote, your team unlocks a powerful toolkit that drives projects every step of the way. **Average Rating:** 4.6/5.0 **Total Reviews:** 166 #### How Do G2 Users Rate MeisterTask? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Planning:** 8.7/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.3/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind MeisterTask? - **Seller:** [MeisterLabs](https://www.g2.com/sellers/meisterlabs) - **Year Founded:** 2006 - **HQ Location:** Vienna, Austria - **Twitter:** @mindmeister 20,018 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ec5df2a6058cc0266c307e060659117a7732257151cb22e0b7fb1b5246969dc7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F613998%2F&secure%5Burl_type%5D=linkedin_company_website) 129 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 72% Small, 20% Medium #### What Are Recent G2 Reviews of MeisterTask? **["project manager's best friend"](https://www.g2.com/survey_responses/meistertask-review-9730724)** **Rating:** 4.0/5.0 stars _— Aamir K._ [Read full review](https://www.g2.com/survey_responses/meistertask-review-9730724) **["EXCELLENT TOOL FOR ORGANIZING PROJECTS AND TASKS"](https://www.g2.com/survey_responses/meistertask-review-9776002)** **Rating:** 5.0/5.0 stars _— Gabrielle N._ [Read full review](https://www.g2.com/survey_responses/meistertask-review-9776002) #### What Are G2 Users Discussing About MeisterTask? - [What is MeisterTask used for?](https://www.g2.com/discussions/what-is-meistertask-used-for) - [Is MeisterTask safe?](https://www.g2.com/discussions/is-meistertask-safe) - [Is Meister task free?](https://www.g2.com/discussions/is-meister-task-free) - [What is MeisterTask app?](https://www.g2.com/discussions/what-is-meistertask-app) - [What is MeisterTask?](https://www.g2.com/discussions/what-is-meistertask) ### [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team – so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge – by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome – with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way — and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors — including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability. Leading organizations like Deloitte, Sage, and Hitachi trust Kantata, and our customers consistently achieve a 33% increase in on-time project delivery. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,494 #### How Do G2 Users Rate Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Planning:** 7.9/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.1/10 (Category avg: 8.9/10) - **Resource Allocation:** 7.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? - **Seller:** [Kantata (formerly Mavenlink + Kimble)](https://www.g2.com/sellers/kantata-formerly-mavenlink-kimble) - **Company Website:** kantata.com - **Year Founded:** 2008 - **HQ Location:** Irvine, CA - **Twitter:** @GoKantata 11,518 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97db9ad169234101d5d6a926830c0e5df9f7e4ea5699f6a5fd79e580b8e43837&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgokantata%2F&secure%5Burl_type%5D=linkedin_company_website) 485 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Consultant - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 56% Medium, 30% Small #### What Do G2 Reviewers Say About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **efficiency and simplicity** of Kantata, enhancing their project management and workflow processes effectively. - Users value the **efficient project tracking** of Kantata, enhancing workflow and simplifying resource management processes. - Users appreciate the **user-friendly interface** of Kantata, making it easy to navigate and utilize its features. - Users value the **reporting efficiency** of Kantata, enhancing resource management and project tracking for better decision-making. - Users appreciate the **robust report generation** in Kantata, which enhances project tracking and simplifies financial management. ##### Cons - Users find the **complex usability** of Kantata PSA challenging, particularly regarding navigation and workflow efficiency. - Users face a challenging **learning curve** with the interface and data optimization, necessitating early and ongoing training. - Users find the interface **not intuitive** , making it challenging to track resources and necessary updates efficiently. - Users face **rigid task management** that lacks flexibility, making project tracking and input tedious and time-consuming. - Users find the **lack of customization** challenging, impacting their ability to tailor reports and insights effectively. #### What Are Recent G2 Reviews of Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? **["Amazing Service"](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-3930806)** **Rating:** 4.0/5.0 stars _— Stuart M._ [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-3930806) **["Easy to set up, easy to use... exactly what we needed to drive visibility and consistency."](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-2018590)** **Rating:** 4.5/5.0 stars _— Dan C._ [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-2018590) #### What Are G2 Users Discussing About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? - [How do I effectively manage project budgets using Kantata Professional Services Cloud?](https://www.g2.com/discussions/how-do-i-effectively-manage-project-budgets-using-kantata-professional-services-cloud) - [What is Kantata Cloud for Professional Services (formerly Mavenlink + Kimble) used for?](https://www.g2.com/discussions/what-is-kantata-cloud-for-professional-services-formerly-mavenlink-kimble-used-for) - [What does Mavenlink do?](https://www.g2.com/discussions/what-does-mavenlink-do) - 1 comment - [What is a good project management software?](https://www.g2.com/discussions/kantata-cloud-for-professional-services-formerly-mavenlink-kimble-what-is-a-good-project-management-software) - 1 comment - [How much does MavenLink cost?](https://www.g2.com/discussions/how-much-does-mavenlink-cost) - 1 comment ### [Projectworks](https://www.g2.com/products/projectworks/reviews) Grow your firm, and your impact.
 Projectworks is AI-powered, operator-built professional services automation software for consulting firms that want to grow and make a difference. Bringing deals, proposals, time tracking, resourcing, invoicing, and forecasting together in one platform, it gives you the visibility to see what’s working, fix what’s not, and scale your firm with confidence. Projectworks was built by consultants who know what it’s like to lose hours to spreadsheets and billing chaos. Designed specifically for engineering, architecture, software development, and management consulting, it’s professional services automation (PSA) software that gets experts out of the admin grind and back to the work that matters. Our cloud-based PSA tool brings together everything your business needs to plan, track, forecast, and grow. By automating time tracking, expense tracking, resource planning, project financials, and real-time reporting, Projectworks frees your people to focus on solving the world’s hardest problems - not wrestling with manual processes. On average, Projectworks users grow 20% in their first year. Connect Projectworks with your existing stack - including Xero, QuickBooks Online, MYOB, Jira, Azure DevOps, HubSpot, and Salesforce - to eliminate double handling, align your data, and operate with confidence. We’ll help you set up for success with expert data migration, comprehensive training, and responsive ongoing support. Key features Time tracking software Easy, accurate timesheets that actually get filled out. Simplify project time tracking and keep billing up to date with integrated time management software for consultants. Expense tracking Track project spend against budget with simple, mobile-friendly expense submission. Sync approved expenses directly to Xero as bills to pay. Resource management software Plan and allocate resources effectively. See availability, utilization, and capacity in real time with powerful resource planning tools that make project delivery predictable. Revenue forecasting & project profitability Combine financial and resourcing data to model revenue, monitor utilization and profitability, and make confident growth decisions. Invoicing automation Create pre-populated invoices that sync seamlessly with Xero, reducing admin and helping you get paid faster. Reporting & insights Access real-time dashboards, project profitability reports, and PSA analytics that bring clarity to every decision. Track the consulting metrics that matter most - across projects, clients, and teams. Integrations Connect your favorite tools and run your firm on a unified project management and financial reporting platform. Get a 10% discount on annual subscriptions. **Average Rating:** 4.5/5.0 **Total Reviews:** 214 #### How Do G2 Users Rate Projectworks? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Planning:** 8.3/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.1/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Projectworks? - **Seller:** [Projectworks](https://www.g2.com/sellers/projectworks) - **Company Website:** projectworks.com - **Year Founded:** 2019 - **HQ Location:** San Mateo, California - **Twitter:** @projectworksltd 28 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ded13ee67e43f9892400d783058626dcfbb1403911721452555eb55774b06978&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojectworks-io%2F&secure%5Burl_type%5D=linkedin_company_website) 77 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Director - **Top Industries:** Information Technology and Services, Consulting - **Company Size:** 65% Small, 33% Medium #### What Do G2 Reviewers Say About Projectworks? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Projectworks, finding the interface intuitive and supportive for their needs. - Users appreciate the **centralized and streamlined project management** of Projectworks, enhancing efficiency across multiple regions. - Users highly value the **user-friendly interface** of Projectworks, enhancing day-to-day operations and improving overall efficiency. - Users appreciate the **intuitive user interface** of Projectworks, enhancing efficiency and collaboration across diverse teams. - Users praise Projectworks for its **comprehensive features** that streamline management and enhance decision-making across multiple regions. ##### Cons - Users find the **limited features** in Projectworks restrict project management capabilities and integration flexibility. - Users find **missing invoicing features** frustrating, necessitating workarounds and lacking customization for their specific needs. - Users find **limited customization** in reporting and workflows, leading to minor frictions during fast-paced project management. - Users find the **learning curve steep** due to complex features and unclear WIP functionality, requiring time to adapt. - Users note that **reporting issues** create minor friction, with requests for improved customization and speed in Projectworks. #### What Are Recent G2 Reviews of Projectworks? **["All-in-One, Flexible End-to-End Project Management Solution"](https://www.g2.com/survey_responses/projectworks-review-13100948)** **Rating:** 5.0/5.0 stars _— Kevin L._ [Read full review](https://www.g2.com/survey_responses/projectworks-review-13100948) **["Straightforward Resourcing and Profitability Tracking with Clear Practice Visibility"](https://www.g2.com/survey_responses/projectworks-review-13147367)** **Rating:** 4.5/5.0 stars _— Vicki E._ [Read full review](https://www.g2.com/survey_responses/projectworks-review-13147367) #### What Are G2 Users Discussing About Projectworks? - [What is Projectworks used for?](https://www.g2.com/discussions/what-is-projectworks-used-for) - 1 comment ### [Forecast](https://www.g2.com/products/forecast/reviews) Forecast is a team scheduling and capacity analysis software that helps you plan staffing needs, schedule your team across projects, and optimize time to ensure project success and a happy team. With Forecast, you can make smarter scheduling decisions by visualizing your project pipeline, scheduling your team fluidly, and balancing workloads to improve utilization. **Average Rating:** 4.1/5.0 **Total Reviews:** 47 #### How Do G2 Users Rate Forecast? - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10) - **Planning:** 7.8/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.0/10 (Category avg: 8.9/10) - **Resource Allocation:** 7.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind Forecast? - **Seller:** [Harvest](https://www.g2.com/sellers/harvest) - **Year Founded:** 2006 - **HQ Location:** New York - **Twitter:** @harvest 20,409 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eff5ad1436ad80f27630b907caea1041de1c51655b6e1794080fca25bef65e88&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F951058%2F&secure%5Burl_type%5D=linkedin_company_website) 516 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 42% Medium, 38% Small #### What Do G2 Reviewers Say About Forecast? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate Forecast for its **comprehensive features** that enhance project tracking, visibility, and data management efficiency. - Users find Forecast to be **straightforward and easy to use** , enhancing efficiency in project management and data analysis. - Users appreciate the **powerful and intuitive features** of Forecast, enhancing project management and data visualization significantly. - Users find Forecast's **project management tools** intuitive and effective for on-time task completion and resource control. - Users appreciate the **effective project tracking** capabilities of Forecast, facilitating clear insights and organization for teams. ##### Cons - Users struggle with **data inaccuracy** due to limited visibility of entry history when multiple people are involved. - Users find the **holiday management** in Forecast lacking, as it only links to one Harvest instance and needs improvement. - Users feel that Forecast requires **improvement in handling multiple Harvest instances** and enhancing calendar features for better usability. - Users find it challenging due to **incomplete information** as only the last update is visible, lacking comprehensive entry history. - Users face **leave management issues** with Forecast, such as limited support for multiple Harvest instances and holiday tracking. #### What Are Recent G2 Reviews of Forecast? **["Intuitive Time Management with Smooth Integration"](https://www.g2.com/survey_responses/forecast-review-12605644)** **Rating:** 4.0/5.0 stars _— Jorge R._ [Read full review](https://www.g2.com/survey_responses/forecast-review-12605644) **["Great for Single Organization Setups, But Lacks Multi-Instance Support"](https://www.g2.com/survey_responses/forecast-review-12102592)** **Rating:** 5.0/5.0 stars _— Christopher K._ [Read full review](https://www.g2.com/survey_responses/forecast-review-12102592) ### [Prism PPM (formerly WorkOtter)](https://www.g2.com/products/prism-ppm-formerly-workotter/reviews) Prism PPM is a sophisticated Project Portfolio Management (PPM) solution designed to assist organizations in effectively managing their strategic projects. Recognized in the 2025 Gartner Magic Quadrant for Adaptive Project Management and Reporting, Prism PPM addresses the limitations of traditional spreadsheets and task management tools by providing a comprehensive platform that enhances project visibility, reporting accuracy, and overall portfolio management efficiency. Targeted at project management offices (PMOs), project managers, and organizational leaders, Prism PPM is particularly beneficial for those who oversee multiple projects and require a structured approach to resource allocation, capacity planning, and project intake processes. The solution is designed to facilitate informed decision-making by allowing users to prioritize projects that align with their business objectives and resource availability. This capability enables organizations to adapt to changes and understand the potential impacts on their project portfolio. One of the key features of Prism PPM is its robust project management capabilities grounded in PMBOK best practices. Users can efficiently manage resources and track project risks at both the project and portfolio levels. This functionality not only streamlines project execution but also enhances communication among stakeholders, ensuring that everyone is aligned on project goals and potential challenges. The platform’s advanced reporting and analytics dashboards provide critical insights into PPM KPIs, allowing organizations to monitor performance and make data-driven decisions. Prism PPM also emphasizes visibility across all project data. With the option to utilize embedded analytics or integrate with external tools like Power BI and Databricks, users can customize their reporting to meet specific needs. This flexibility ensures that stakeholders have access to relevant information, fostering transparency and accountability throughout the project lifecycle. To further enhance PMO and project governance, Prism PPM offers customizable templates and visual workflows that streamline processes. By establishing standards and feedback loops, organizations can ensure continuity across projects, leading to smoother operations and continuous process improvement. This structured approach not only supports project success but also empowers PMOs to drive strategic initiatives effectively. With a dedicated team of project management professionals available for implementation and support, Prism PPM is committed to helping organizations maximize the benefits of PPM software. Users can reach out for guidance on optimizing their PMO practices and leveraging the full potential of Prism PPM to achieve their project management goals. **Average Rating:** 4.8/5.0 **Total Reviews:** 52 #### How Do G2 Users Rate Prism PPM (formerly WorkOtter)? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Planning:** 9.9/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.7/10 (Category avg: 8.9/10) - **Resource Allocation:** 9.7/10 (Category avg: 8.4/10) #### Who Is the Company Behind Prism PPM (formerly WorkOtter)? - **Seller:** [Prism PPM (formerly WorkOtter)](https://www.g2.com/sellers/prism-ppm-formerly-workotter) - **Company Website:** prismppm.com - **Year Founded:** 1998 - **HQ Location:** St. Louis, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=672207de57a990b17b34d6ddc329cdd2b8d2e3cc91f8dee582696d80b20cbd92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprismppm%2F&secure%5Burl_type%5D=linkedin_company_website) 30 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 57% Small, 29% Medium #### What Do G2 Reviewers Say About Prism PPM (formerly WorkOtter)? _AI-generated summary from verified user reviews_ ##### Pros - Users find Prism PPM to be **streamlined and easy to navigate** , enhancing efficiency for project management teams. - Users value the **streamlined organization** of Prism PPM, enhancing efficiency and visibility across all project levels. - Users value the **streamlined resource management** in Prism PPM, enhancing decision-making and overall project efficiency. - Users value the **automation features** of Prism PPM, which streamline tasks and enhance project management efficiency. - Users highlight the **exceptional customer support** from Prism PPM, appreciating the team's commitment to their satisfaction and improvement. ##### Cons - Users point out **limited features** in Prism PPM, affecting advanced planning and necessitating better guidance and enhancements. - Users are frustrated by **collaboration issues** , including ineffective personalization and inadequate user guidance, impacting overall usability. - Users experience **feature issues** with Prism PPM, finding personalizations, tracking, and guides lacking in effectiveness. - Users experience **integration issues** with Jira, limiting feature capabilities and advanced planning functionalities. - Users find that there is a **steep learning curve** with Prism PPM, as it's not fully intuitive. #### What Are Recent G2 Reviews of Prism PPM (formerly WorkOtter)? **["Prism PPM Review"](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11207351)** **Rating:** 5.0/5.0 stars _— Mallory S._ [Read full review](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11207351) **["Excellent fit for purpose for integrated PPM tool with powerful reporting capabilities!"](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11423681)** **Rating:** 4.5/5.0 stars _— Slobodan V._ [Read full review](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11423681) #### What Are G2 Users Discussing About Prism PPM (formerly WorkOtter)? - [What is WorkOtter used for?](https://www.g2.com/discussions/what-is-workotter-used-for) - 1 comment ### [ITM Platform](https://www.g2.com/products/itm-platform/reviews) ITM Platform is the Project Portfolio Management software that seamlessly aligns your projects with your business strategy. A quick two-week integration means you and your team members will be up and running fast, using the fully-featured work and management tools designed to provide portfolio managers with the metrics that matter. ITM Platform offers robust control over the costs and revenue at portfolio, program, project, and task levels. Manage agile and waterfall projects, prioritize what’s best for your business, and use real-time information to report progress company-wide. **Average Rating:** 4.8/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate ITM Platform? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Planning:** 10.0/10 (Category avg: 8.8/10) - **Creation & Assignment:** 10.0/10 (Category avg: 8.9/10) - **Resource Allocation:** 10.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind ITM Platform? - **Seller:** [ITM Platform](https://www.g2.com/sellers/itm-platform) - **Year Founded:** 2010 - **HQ Location:** London, UK - **Twitter:** @itmplatform 1,299 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7a7298e13e9f96860001159ad8647d90e5707c2c0fcab1553e0d9e8203144538&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2064716%2F&secure%5Burl_type%5D=linkedin_company_website) 11 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 46% Medium, 31% Small #### What Are Recent G2 Reviews of ITM Platform? **["Outstanding project, program and portfolio management that is actually used by my users and managers"](https://www.g2.com/survey_responses/itm-platform-review-680131)** **Rating:** 5.0/5.0 stars _— Zoe B._ [Read full review](https://www.g2.com/survey_responses/itm-platform-review-680131) **["ITM Platform adds value to project management"](https://www.g2.com/survey_responses/itm-platform-review-4260332)** **Rating:** 5.0/5.0 stars _— Claudio S._ [Read full review](https://www.g2.com/survey_responses/itm-platform-review-4260332) #### What Are G2 Users Discussing About ITM Platform? - [What is ITM Platform used for?](https://www.g2.com/discussions/what-is-itm-platform-used-for) ### [Project Insight](https://www.g2.com/products/project-insight/reviews) Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. **Average Rating:** 4.2/5.0 **Total Reviews:** 20 #### How Do G2 Users Rate Project Insight? - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10) - **Planning:** 6.7/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.4/10 (Category avg: 8.9/10) - **Resource Allocation:** 6.7/10 (Category avg: 8.4/10) #### Who Is the Company Behind Project Insight? - **Seller:** [Project Insight](https://www.g2.com/sellers/project-insight) - **Company Website:** projectinsight.com - **Year Founded:** 2001 - **HQ Location:** Irvine, CA - **Twitter:** @ProjectInsight 2,592 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cb2c4a5adf678366342f545ec3c0dff7573f2e053e93472c4abf47d5b903dff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojectinsight%2F&secure%5Burl_type%5D=linkedin_company_website) 29 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 40% Medium, 30% Large #### What Do G2 Reviewers Say About Project Insight? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **fully automated features** of Project Insight, allowing them to focus on work instead of maintenance. - Users appreciate the **ease of use** of Project Insight, facilitating project management without manual data entry hassles. - Users enjoy the **easy integration** features of Project Insight, allowing seamless workflows and enhanced focus on tasks. - Users appreciate the **seamless integrations** of Project Insight, enhancing productivity and streamlining project management tasks. - Users value the **excellent security features** of Project Insight, ensuring their project data is well-protected. ##### Cons - Users find that the **learning curve can be steep** due to the extensive features, requiring significant time and patience. - Users find the **time consumption** due to numerous features of Project Insight can be frustrating and challenging. #### What Are Recent G2 Reviews of Project Insight? **["Customizable, Efficient, and User-Friendly for Large Teams"](https://www.g2.com/survey_responses/project-insight-review-13037766)** **Rating:** 5.0/5.0 stars _— Sajanbir K._ [Read full review](https://www.g2.com/survey_responses/project-insight-review-13037766) **["User-Friendly Project Management Platform with Exceptional Support"](https://www.g2.com/survey_responses/project-insight-review-12893415)** **Rating:** 5.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/project-insight-review-12893415) #### What Are G2 Users Discussing About Project Insight? - [What are some unique features of project management software in general?](https://www.g2.com/discussions/project-insight-what-are-some-unique-features-of-project-management-software-in-general) - [What are some project management tool features?](https://www.g2.com/discussions/project-insight-what-are-some-project-management-tool-features) - [What is insight in project management?](https://www.g2.com/discussions/what-is-insight-in-project-management) - [What are some project features?](https://www.g2.com/discussions/what-are-some-project-features) ### [Acclaim Projects](https://www.g2.com/products/acclaim-projects/reviews) Deliver innovation on time and within budget! Acclaim Projects empowers product, innovation, and project people to deliver innovation on time and on budget. Unlike simple workflow tools, Acclaim Projects informs project lifecycle decisions by providing an integrated change management workflow, real-time project health, and detailed resource and financial management information. Integrated with Sopheon’s Accolade, people managing innovation projects can do so with ease and accuracy. Clients report a 10-15% improvement in project schedule and financials with Acclaim Projects. **Average Rating:** 4.9/5.0 **Total Reviews:** 13 #### How Do G2 Users Rate Acclaim Projects? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Planning:** 10.0/10 (Category avg: 8.8/10) - **Creation & Assignment:** 10.0/10 (Category avg: 8.9/10) - **Resource Allocation:** 10.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind Acclaim Projects? - **Seller:** [Wellspring Worldwide](https://www.g2.com/sellers/wellspring-worldwide) - **HQ Location:** Chicago, Illinois, United States - **Twitter:** @WellspringWW 1,222 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2e6bcc6afe41e2479452a4c44b8b18ffe9692aba488c9f19ae74d137d1ce7b24&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwellspring-worldwide%2F&secure%5Burl_type%5D=linkedin_company_website) 139 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 50% Large, 29% Small #### What Are Recent G2 Reviews of Acclaim Projects? **["Practical and User Friendly"](https://www.g2.com/survey_responses/acclaim-projects-review-5249184)** **Rating:** 5.0/5.0 stars _— Joseph F._ [Read full review](https://www.g2.com/survey_responses/acclaim-projects-review-5249184) **["Efficient Project & Portfolio Management Software."](https://www.g2.com/survey_responses/acclaim-projects-review-4549406)** **Rating:** 4.5/5.0 stars _— Anna-Hill S._ [Read full review](https://www.g2.com/survey_responses/acclaim-projects-review-4549406) #### What Are G2 Users Discussing About Acclaim Projects? - [What is ROIBlueprints used for?](https://www.g2.com/discussions/what-is-roiblueprints-used-for) - 1 comment - [‹ Prev‹ Prev](/categories/project-management?featured=smartsheet&order=g2_score&page=4#product-list) - [1](/categories/project-management?featured=smartsheet&order=g2_score#product-list) - [2](/categories/project-management?featured=smartsheet&order=g2_score&page=2#product-list) - 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[Capital Project Management](/categories/capital-project-management) - [Earned Value Management](/categories/earned-value-management) - [Kanban Project Management](/categories/kanban-project-management) - [Project and Portfolio Management](/categories/project-and-portfolio-management) - [Project Collaboration](/categories/project-collaboration) - [Project Cost Management](/categories/project-cost-management) - [Project Management Tools](/categories/project-management-tools) - [Resource Management](/categories/resource-management) - [Stakeholder Relationship Management Software](/categories/stakeholder-relationship-management-software) - [Strategic Planning and Execution](/categories/strategic-planning-and-execution) - [Strategic Portfolio Management](/categories/strategic-portfolio-management) - [Task Management](/categories/task-management-software) - [Work Management](/categories/work-management) [Browse Project Management Themes](/categories/project-management/themes) ![Subhransu Sahu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Subhransu Sahu") SS Researched and written by [Subhransu Sahu](https://research.g2.com/insights/author/subhransu-sahu) Updated April 9, 2026 Project management software streamlines project planning, task allocation, and team organization, offering real-time status updates, resource management, budget tracking, and support for multiple methodologies such as waterfall and agile, enabling teams of any size to maintain project control and improve organizational efficiency. ### Core Capabilities of Project Management Software To qualify for inclusion in the [Project Management software](https://learn.g2.com/best-project-management-software) category, a product must: - Create project plans and work breakdown structure (WBS) based on scope - Define, manage, and allocate resources based on demand and availability - Create project budgets and compare them with actual costs and expenses - Support multiple project management methodologies such as waterfall and agile - Provide project templates that can be modified or combined to create new projects - Manage interdependencies between tasks and their impact on deadlines - Automatically generate a critical path and update it when the project changes - Allow users to mass update tasks without changing interdependencies - Include multiple project views such as calendar view or customer view - Monitor project progress, resource utilization, and user productivity ### Common Use Cases for Project Management Software Project managers and teams across industries use project management software to coordinate complex work and deliver on time and within budget. Common use cases include: - Planning and scheduling project timelines with task dependencies and critical path tracking - Managing resource allocation and workload across team members and departments - Tracking project budgets, milestones, and progress in real time to support decision-making ### How Project Management Software Differs from Other Tools Project management software is closely related to [task management software](https://www.g2.com/categories/task-management-software) but differs in scale and scope, task management focuses on individual assignments, while project management coordinates entire teams, budgets, and interdependencies. For organizations managing large volumes of similar projects, [project and portfolio management (PPM) software](https://www.g2.com/categories/project-and-portfolio-management) provides additional portfolio-level visibility and governance. ### Insights from G2 on Project Management Software Based on category trends on G2, task dependency management and real-time progress tracking stand out as the most valued capabilities. Improved on-time delivery and better cross-functional coordination stand out as primary outcomes of adoption. 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.