# Best Project Management Software - Page 11

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

**Total Products under this Category:** 704

### Category Stats (Aug 2026)

- **Average Rating:** 4.37/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Planisware Orchestra (+4.17%) - Among all products in this category, Planisware Orchestra recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Project Management Software Products?

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

- 30 Analysts and Data Experts
- 141,000+ Authentic Reviews
- 704+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Project Management Software
 ![G2 Grid® for Project Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/project-management/grids.png?focus%5B%5D=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**

### Smartsheet

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=14&secure%5Bchosen_at%5D=2026-08-02T16%3A41%3A29Z&secure%5Bdisplayable_resource_id%5D=14&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=14&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=530&secure%5Bresource_id%5D=14&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproject-management%3Flogout%3Dtrue%26page%3D11&secure%5Btoken%5D=af68c4bcdd0714c6da4d697773b72dd42c917de4466a09a7573c4b21655d1a90&secure%5Burl%5D=https%3A%2F%2Fwww.smartsheet.com%2Fs%2Fproject-management%3Futm_source%3DG2%26utm_medium%3Daffiliate%26utm_campaign%3Daff-pm-us-ca-g2&secure%5Burl_type%5D=custom_url)

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

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 29

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Verified User in Consulting_

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

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

**Rating:** 4.0/5.0 stars

_— Jennifer C._

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

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

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 172

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Msalazar L._

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

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

**Rating:** 5.0/5.0 stars

_— Beatrice R._

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

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

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

### [Upland Eclipse PPM](https://www.g2.com/products/upland-eclipse-ppm/reviews)

Upland Eclipse PPM is project portfolio management software that makes it easy to set priorities, work together, and get things done. The solution enables organizations across enterprise PMO, program management, and IT to manage resources, assign tasks, and collaborate – all with 100% visibility into status updates and financials for every project across the portfolio. Reasons why customers love Upland Eclipse PPM are that its quick to learn, more organized projects, easy to use. Learn more at www.uplandsoftware.com/eclipseppm/

**Average Rating:** 4.4/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Upland Eclipse PPM?

- **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:** 8.7/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Upland Eclipse PPM?

- **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software)
- **Year Founded:** 2010
- **HQ Location:** Austin, TX
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b94d4c3fe97f291d7633eae74199ffdaee6414c14803e9bd9c614b6d6852394&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3139095%2F&secure%5Burl_type%5D=linkedin_company_website)  
815 employees on LinkedIn®
- **Ownership:** NASDAQ:UPLD
- **Total Revenue (USD mm):** $291

#### Who Uses This Product?

- **Company Size:** 55% Medium, 27% Large

#### What Are Recent G2 Reviews of Upland Eclipse PPM?

**["Ultimate People Collaborative Tool"](https://www.g2.com/survey_responses/upland-eclipse-ppm-review-5219876)**

**Rating:** 4.5/5.0 stars

_— DeepanChakkravarthy K._

[Read full review](https://www.g2.com/survey_responses/upland-eclipse-ppm-review-5219876)

**["One of the best software for management"](https://www.g2.com/survey_responses/upland-eclipse-ppm-review-4840899)**

**Rating:** 5.0/5.0 stars

_— Arnab T._

[Read full review](https://www.g2.com/survey_responses/upland-eclipse-ppm-review-4840899)

#### What Are G2 Users Discussing About Upland Eclipse PPM?

- [What is Eclipse PPM used for?](https://www.g2.com/discussions/what-is-eclipse-ppm-used-for)

### [Oracle Project Resource Management Cloud](https://www.g2.com/products/oracle-project-resource-management-cloud/reviews)

Cloud computing is a vision that is increasingly turning to reality for many companies. Enterprises, both small and big, are evaluating cloud computing and, in increasing numbers, are moving their IT infrastructure to the cloud.

**Average Rating:** 3.5/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Oracle Project Resource Management Cloud?

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

#### Who Is the Company Behind Oracle Project Resource Management Cloud?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Company Size:** 47% Large, 27% Small

#### What Are Recent G2 Reviews of Oracle Project Resource Management Cloud?

**["Start the journey to your maximum organization"](https://www.g2.com/survey_responses/oracle-project-resource-management-cloud-review-2029339)**

**Rating:** 4.5/5.0 stars

_— Hilda L._

[Read full review](https://www.g2.com/survey_responses/oracle-project-resource-management-cloud-review-2029339)

**["A perfect product for the management of resources and projects"](https://www.g2.com/survey_responses/oracle-project-resource-management-cloud-review-2310604)**

**Rating:** 4.5/5.0 stars

_— cleida g._

[Read full review](https://www.g2.com/survey_responses/oracle-project-resource-management-cloud-review-2310604)

### [APQP/PPAP Manager](https://www.g2.com/products/apqp-ppap-manager/reviews)

APQP/PPAP Manager is a project management software that empowers organizations to manage people and processes and streamlining the project management lifecycle.

**Average Rating:** 4.4/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate APQP/PPAP Manager?

- **Planning:** 8.3/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.2/10 (Category avg: 8.9/10)
- **Resource Allocation:** 7.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind APQP/PPAP Manager?

- **Seller:** [Omnex Systems](https://www.g2.com/sellers/omnex-systems)
- **Year Founded:** 1986
- **HQ Location:** Port Coquitlam, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32400c09f5d3596fc0b03be0ba1524fc82bca59df084ade174d65a8b7bf3d396&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fomnexsystems%2F&secure%5Burl_type%5D=linkedin_company_website)  
163 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Automotive
- **Company Size:** 45% Medium, 36% Small

#### What Are Recent G2 Reviews of APQP/PPAP Manager?

**["APQP and PPAP GUIDE"](https://www.g2.com/survey_responses/apqp-ppap-manager-review-9738412)**

**Rating:** 4.0/5.0 stars

_— Verified User in Airlines/Aviation_

[Read full review](https://www.g2.com/survey_responses/apqp-ppap-manager-review-9738412)

**["An orderly documented project fulfillment with APQP/PPAP Manager"](https://www.g2.com/survey_responses/apqp-ppap-manager-review-12535736)**

**Rating:** 5.0/5.0 stars

_— Arunkumar S._

[Read full review](https://www.g2.com/survey_responses/apqp-ppap-manager-review-12535736)

#### What Are G2 Users Discussing About APQP/PPAP Manager?

- [What is APQP/PPAP Manager used for?](https://www.g2.com/discussions/what-is-apqp-ppap-manager-used-for)

### [Rukovoditel](https://www.g2.com/products/rukovoditel/reviews)

Rukovoditel is your own unique application, which you create yourself, based on your needs! Using a variety of settings, in half an hour you will be able to deploy on your server project management system, personnel or other (CRM, ERP, HRM, WMS, etc.). Versatility and flexibility of customization is the main feature of the system. The Rukovoditel can replace a whole set of decisions and make your work easier and more transparent. That is why, the Rukovoditel can be used in various fields of activity. In the standard part of the Rukovoditel you will be available a full set of necessary tools. You can create an unlimited number of Entities and Fields, customize the appearance of lists and forms, flexibly distribute access rights to groups of users, quickly import data from an Excel file.

**Average Rating:** 4.7/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Rukovoditel?

- **Has the product been a good partner in doing business?:** 7.5/10 (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:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Rukovoditel?

- **Seller:** [rukovoditel.net](https://www.g2.com/sellers/rukovoditel-net)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=48f169130cc9477f2aed369f08e5d26974cc2d236910a6f5188e6e0b7ac8e98a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frukovoditel%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

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

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

**["More than a project manager"](https://www.g2.com/survey_responses/rukovoditel-review-5029948)**

**Rating:** 5.0/5.0 stars

_— Mariano O._

[Read full review](https://www.g2.com/survey_responses/rukovoditel-review-5029948)

**["Flexible Application"](https://www.g2.com/survey_responses/rukovoditel-review-7681361)**

**Rating:** 4.5/5.0 stars

_— Jojo d._

[Read full review](https://www.g2.com/survey_responses/rukovoditel-review-7681361)

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

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

### [RationalPlan](https://www.g2.com/products/rationalplan/reviews)

RationalPlan is a project management software that follows the general recommended guidelines from project management domain. Its main goal is to make the process of planning projects as short and as straightforward as possible, guiding novice project managers through each step but offering enough tools to those more experienced. It was designed to assist project managers in developing plans, allocating resources, tracking progress, managing budgets and analyzing workload. Useful for project planning, project scheduling and project tracking. If you are working in the area of construction, engineering, services&consulting, business, software development or even working on a simple student project then you can use RationalPlan. It will help you to complete your project as scheduled, on time and within budget. If you have projects that are interrelated that is certain tasks from one project depend on other tasks from the other projects then you should opt in for a Multi Project version. Even more... you should choose a Multi Project version if you have resources that are working in multiple projects. Otherwise the Single Project version is enough. For more powerful features and increased collaboration the Server version is the way to go. Here are some key reasons for using RationalPlan Project Management Software: \* manage your company's projects and share resources between them \* provides a clean way to break down your project, build schedules, allocate resources, and manage budgets \* get resources and finances under control (realistic cost estimates mechanisms, screening cash-flow time distribution for tasks and resources) \* gives you a step by step project guide that walks you through the project management process so you can lay down a project plan immediately \* track project evolution regarding task's completion, time and costs \* brings project's critical issues to your attention The application is covering project management area from WBS construction, project planning and scheduling to critical path management, overallocated resources detection, project and task tracking, cost estimation.

**Average Rating:** 4.6/5.0

**Total Reviews:** 21

#### How Do G2 Users Rate RationalPlan?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)

#### Who Is the Company Behind RationalPlan?

- **Seller:** [Stand By Soft](https://www.g2.com/sellers/stand-by-soft)
- **Year Founded:** 1997
- **HQ Location:** Craiova, Dolj
- **Twitter:** @rationalplan  
5,761 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b3578ac69b8436fc45a852f91eaa4490d8f018efa97cfb19279d62710fe3d38d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1110427%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Small, 30% Medium

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

**["Planning is organizing, not programming!"](https://www.g2.com/survey_responses/rationalplan-review-1820929)**

**Rating:** 4.5/5.0 stars

_— Jan N._

[Read full review](https://www.g2.com/survey_responses/rationalplan-review-1820929)

**["Great Software for Project Management"](https://www.g2.com/survey_responses/rationalplan-review-766636)**

**Rating:** 4.5/5.0 stars

_— Dave A._

[Read full review](https://www.g2.com/survey_responses/rationalplan-review-766636)

### [OmniPlan](https://www.g2.com/products/omniplan/reviews)

We make awesome productivity software for Mac, iPad, and iPhone.

**Average Rating:** 4.5/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate OmniPlan?

- **Has the product been a good partner in doing business?:** 8.3/10 (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:** 9.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind OmniPlan?

- **Seller:** [The Omni Group](https://www.g2.com/sellers/the-omni-group)
- **Year Founded:** 1992
- **HQ Location:** Seattle, WA
- **Twitter:** @OmniGroup  
17,761 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2cb9bd56ab2e6eda98269562c1a4766a3b76eca876983130ad2538a1535c2ac4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F53739%2F&secure%5Burl_type%5D=linkedin_company_website)  
96 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 47% Small, 27% Large

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

**["Wonderful planning and productivity management software."](https://www.g2.com/survey_responses/omniplan-review-4549616)**

**Rating:** 4.5/5.0 stars

_— Lucia O._

[Read full review](https://www.g2.com/survey_responses/omniplan-review-4549616)

**["A great offline project management tool to enhance productivity."](https://www.g2.com/survey_responses/omniplan-review-4552564)**

**Rating:** 4.5/5.0 stars

_— Anna-Hill S._

[Read full review](https://www.g2.com/survey_responses/omniplan-review-4552564)

### [Oracle Instantis](https://www.g2.com/products/oracle-instantis/reviews)

Oracle Instantis EnterpriseTrack is a leading cloud PPM solution used by IT and business process leaders to improve strategy execution and financial performance through more effective work and resource management.

**Average Rating:** 4.2/5.0

**Total Reviews:** 25

#### How Do G2 Users Rate Oracle Instantis?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Planning:** 9.2/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.4/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Oracle Instantis?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Company Size:** 40% Medium, 36% Large

#### What Are Recent G2 Reviews of Oracle Instantis?

**["Programming and educational control of more effective environments with Oracle"](https://www.g2.com/survey_responses/oracle-instantis-review-12535101)**

**Rating:** 4.0/5.0 stars

_— Elías Andrés S._

[Read full review](https://www.g2.com/survey_responses/oracle-instantis-review-12535101)

**["Streamlines Project Management with Powerful Features"](https://www.g2.com/survey_responses/oracle-instantis-review-13124039)**

**Rating:** 4.5/5.0 stars

_— Shahnawaz A._

[Read full review](https://www.g2.com/survey_responses/oracle-instantis-review-13124039)

#### What Are G2 Users Discussing About Oracle Instantis?

- [What is Oracle Instantis used for?](https://www.g2.com/discussions/what-is-oracle-instantis-used-for)

### [Allegra](https://www.g2.com/products/allegra/reviews)

Allegra — Project Management, Task Management and Service Desk in One Tool A European alternative to Jira, MS Project, Asana, Trello, Zendesk and Freshdesk. Hosted in Germany, or on your own servers. Allegra brings three things that companies usually buy separately into one place: classic and agile project management, everyday team task management, and a proper service desk. It's made in Germany by Alltena GmbH and it's built to be configured rather than coded, so you can shape it around how your teams actually work instead of the other way round. The thing most teams care about first is where their data lives. With Allegra you decide. Run it in our German cloud (ISO 27001-certified, data centres in Frankfurt, Berlin and Karlsruhe), or install it on your own infrastructure, on plain VMs or in Docker. You can move between the two whenever you want, and a data processing agreement under Art. 28 GDPR comes as standard. The current version is Release 9.0. Allegra works for a two-person team and it works for organisations running hundreds of users across several sites. Safran, Telespazio, Georg Fischer, Komatsu, CAE, Knick, Helios Ventilatoren and DUNGS Combustion Controls are among the companies using it. THREE EDITIONS THAT BUILD ON EACH OTHER You license Task, Project or Service per person, and you can mix them across teams. Nobody pays for capability they don't use, and there's no separate system to bolt on later: Project already contains everything in Task, and Service contains both. Allegra Task — tasks and issues This is the everyday layer. Instead of scattered lists, sticky notes and email threads nobody can find later, all your work items live in one place: to-dos, bugs, incidents, risks, open points, whatever you need to track. See them as a list, on a Kanban board, or in a Gantt chart. Add priorities, due dates and reminders. Comment, @mention people and attach files right on the item. For software teams it doubles as a full agile tool, with backlogs, sprints, releases, epics, user stories, story points, burn and velocity charts, and it connects to GitLab and Git so you can follow an issue through to the commits and releases that closed it. Allegra Project — classic, agile and hybrid Everything Task does, plus real project planning. The Work Breakdown Structure nests as deeply as you need (not the single level some tools quietly limit you to), and you get Gantt charts, resource allocation, baseline comparison and earned-value tracking to see whether a project is actually on course. Where it's unusual is that you don't have to pick a method for a whole project. Run one part of it agile with sprints and boards, run another classically with a plan and dependencies, and manage the whole thing as a portfolio if you have several projects going at once. There's an integrated wiki and document management too. Allegra Service — ticketing, helpdesk and knowledge base A complete service desk that works the same way for internal IT support and external customer support. Requests come in by web portal, email, phone, chat or the mobile app and land in one queue. Known customers are recognised automatically; new ones can be registered or just noted for the case at hand. From there, tickets get assigned, by keyword, by tag, or by a person deciding, and tracked against SLAs. Agents can talk to each other in internal comments the customer never sees, pull in second-level support, and answer faster using templates. If a ticket is waiting on the customer, it flips to "waiting for reply", reminds them, and eventually closes itself. Behind it sits a self-service knowledge base with FAQs and documentation, and the whole thing maps onto ITIL incident, problem and change processes if you run them. Guest and client accounts are unlimited and free. WHAT ACTUALLY SETS IT APART Most work tools ask you to choose between a slick US cloud product and something you can host yourself. Allegra doesn't. You get the self-hosting option that pure cloud vendors don't offer, without giving up a maintained, hosted alternative if you'd rather not run servers. It also replaces several tools at once. Support, delivery and planning share one system, so a customer ticket can turn into a task and a task can roll up into a project without anything being re-keyed or lost between apps. And you configure most of it yourself. Custom fields and forms, no-code workflows, tailored helpdesk processes and industry-specific setups are done through the interface, which keeps you out of expensive custom development. When you do need to plug into the rest of your stack, there's your email server, Azure AD, GitLab and Git, a Power BI connector, a REST API, and scripting for workflows and event handlers. The reporting is worth a mention because it's genuinely useful rather than decorative: dashboards, Gantt views and a reporting engine that surface bottlenecks, SLA performance and where a project is drifting, so decisions rest on numbers instead of gut feel. One more practical point: your data stays yours. If you ever want to leave the cloud for your own server, we hand you an archive file to load into the target system. No hostage situation. WHO USES IT Allegra tends to land in technical and regulated organisations that need both capability and control over their data: Electronics and mechatronics: project, order, quality and change management, plus service. Engineering and machine building: the whole lifecycle from product idea to after-sales service. Software development: issue tracking, agile/classic/hybrid PM, DevOps. Auditing and controlling: recurring annual reporting work and general task management. Public sector: security incident handling, approval workflows and change management, often on-premise for data-residency reasons. Defense: project, order, quality and change management in security-critical settings. Financial services: workflow digitisation, incident management and transparent task distribution. IN THEIR WORDS "We've used Allegra for several years at DUNGS Combustion Controls to manage a large share of our tasks and projects, across many sites and continents. It's impressive how the software has grown." — Stephan Arnold, DUNGS Combustion Controls "Over three years in, we've tailored it so our project managers and development teams can plan and run a lot of projects reliably and with little effort. We wouldn't want to be without it." — Aglaia Eck, Helios Ventilatoren "A highly professional support team that took every request seriously and dealt with it with real understanding." — Dr. Oliver Bachmann, Stiftung Maria Ebene PRICING Pay monthly in the cloud or buy a self-hosting licence, and combine the three editions however you like across your teams. Allegra Task: from €12 per user / month. Issue tracking, task and agile work. Allegra Project: from €20 per user / month. Full project management, time and resource planning. Allegra Service: from €29 per agent / month. Helpdesk, ticketing and service management. Contracts run 12 months, and the per-user price drops as the team gets bigger. If you'd rather own than rent, the purchase price is the monthly price times 24. Self-hosting licences include full support and every new version. Onboarding is a 3-hour setup session, included free once you reach a Project or Service quota of 25 users, and there's a high-availability option for spreading the app across several servers or containers. You can try the whole thing free for 30 days in the cloud, and we don't ask for payment details to start. Whether you're moving off Jira, tidying up a pile of half-connected tools, or just want your support and project teams working in the same place, Allegra is worth a look, especially if keeping your data in Europe actually matters to you. Start a free 30-day trial or book a demo at alltena.com. Made by Alltena GmbH, Germany.

**Average Rating:** 4.7/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Allegra?

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

#### Who Is the Company Behind Allegra?

- **Seller:** [Steinbeis Task Management Solutions](https://www.g2.com/sellers/steinbeis-task-management-solutions)
- **Year Founded:** 1998
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=17b93b7cec42305a36c1b343bb43b557ebb171de13ba9966fd9ddd7fc5d25dc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsteinbeis-center-of-management-%26-technology&secure%5Burl_type%5D=linkedin_company_website)  
47 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Medium, 33% Small

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

**["Interactive, User Friendly and Efficient"](https://www.g2.com/survey_responses/allegra-review-4829242)**

**Rating:** 4.5/5.0 stars

_— Vishesh K._

[Read full review](https://www.g2.com/survey_responses/allegra-review-4829242)

**["Great Experience!!"](https://www.g2.com/survey_responses/allegra-review-9823190)**

**Rating:** 5.0/5.0 stars

_— Verified User in Investment Management_

[Read full review](https://www.g2.com/survey_responses/allegra-review-9823190)

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

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

### [Stackby](https://www.g2.com/products/stackby/reviews)

Stackby is a no-code work management platform that brings the best of spreadsheets and databases to enable anyone to create their own collaborative workflows for their teams. No-coding or training needed. Stackby merges spreadsheet functionalities with the capabilities of a relational database, offering search, filtering, grouping and sorting options, as well as the ability to generate custom forms and views. It is designed for teams of any size from one to over 1000, making it scalable for fast growing startups. It also has 500+ templates across Marketing, Sales, HR, Project Management, Startups and more. Over 50,000 companies globally use Stackby to manage their data and automate their processes, in amazing ways.

**Average Rating:** 4.6/5.0

**Total Reviews:** 82

#### How Do G2 Users Rate Stackby?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Planning:** 9.1/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.5/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.4/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Stackby?

- **Seller:** [Relytree Inc.](https://www.g2.com/sellers/relytree-inc)
- **Year Founded:** 2018
- **HQ Location:** San Francisco (and vicinity), California
- **Twitter:** @StackbyHQ  
1,050 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=602fb3f43608f53af97394d573b0cda97a67a05ebd90150ecf2d7646356f6f65&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13753752%2F&secure%5Burl_type%5D=linkedin_company_website)  
24 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Marketing and Advertising, Management Consulting
- **Company Size:** 90% Small, 6% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Stackby, allowing for seamless workflow customization without technical skills.
- Users love the **customization options** in Stackby, allowing for seamless workflow building without technical expertise.
- Users value the **flexibility** of Stackby, seamlessly integrating spreadsheets, databases, and APIs for customized workflows.
- Users admire the **automation capabilities** of Stackby for enabling seamless workflows and enhancing operational efficiency.
- Users value the **customizability** of Stackby, enabling tailored workflows and efficient operation without technical skills.

##### Cons

- Users feel Stackby has **limited advanced features** compared to competitors like Airtable and Notion, affecting productivity.
- Users note **missing advanced features** in Stackby compared to competitors like Airtable and Notion, limiting complex workflows.
- Users find **feature limitations** in Stackby, noting glitches and a lack of advanced functionalities compared to competitors.
- Users often face **integration issues** with Stackby, preferring more robust options available in competitor tools.
- Users find **limited customization** in Stackby, especially when comparing advanced features to Airtable or Notion.

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

**["Incredible Visibility, Limited Connectivity"](https://www.g2.com/survey_responses/stackby-review-12706129)**

**Rating:** 4.5/5.0 stars

_— Guilherme Patrick O._

[Read full review](https://www.g2.com/survey_responses/stackby-review-12706129)

**["Flexible Workflow Management with Room for Improvement"](https://www.g2.com/survey_responses/stackby-review-12553387)**

**Rating:** 5.0/5.0 stars

_— Rishi S._

[Read full review](https://www.g2.com/survey_responses/stackby-review-12553387)

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

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

### [24SevenOffice](https://www.g2.com/products/24sevenoffice/reviews)

24SevenOffice cloud based ERP-system allows your business to exploit its full potential. Customize your business system with modules for Accounting, AI, Customer Relationship Management, Project, Time Management, Payroll and Reporting – combined with a unique selection of integrations. Reduce costs, create growth and focus on your customers by integrating all your key business processes into one ecosystem.

**Average Rating:** 4.1/5.0

**Total Reviews:** 25

#### How Do G2 Users Rate 24SevenOffice?

- **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10)
- **Planning:** 8.7/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.4/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind 24SevenOffice?

- **Seller:** [Webmantra - A Digital Agency](https://www.g2.com/sellers/webmantra-a-digital-agency)
- **Year Founded:** 2003
- **HQ Location:** Ahmedabad, IN
- **Twitter:** @Webmantra05  
81 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d8938fffc38d6c71b753b30fdc9ee7a2b91c0f9ae22764692a9ed4e9869efedb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwebmantra%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 44% Medium, 36% Small

#### What Do G2 Reviewers Say About 24SevenOffice?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **centralized project management** in 24SevenOffice, enhancing organization and streamlining workflows across all business operations.
- Users commend the **easy integration** of 24SevenOffice, unifying key business functions for streamlined operations.
- Users appreciate the **time-saving automation** features of 24SevenOffice, enhancing efficiency through centralized workflows and real-time reporting.
- Users love the **efficiency of time tracking** in 24SevenOffice, which streamlines workflows and saves valuable time.
- Users value the **user-friendly design** of 24SevenOffice, appreciating its stability and ease of use for business functions.

##### Cons

- Users struggle with the **lack of intuitiveness** in 24SevenOffice, finding the interface cluttered and difficult to navigate.
- Users find the **steep learning curve** challenging, as navigating features and the interface can be overwhelming initially.
- Users feel the **navigation could be clearer** , making it difficult to fully enjoy the platform's exceptional functionalities.
- Users experience a **slow customer support response** and a steep learning curve, making usability challenging initially.
- Users express concerns over **limited calculations** as costs are primarily managed in USD, lacking multi-currency support.

#### What Are Recent G2 Reviews of 24SevenOffice?

**["Cloud ERP solutions that provide stable functionality and versatility"](https://www.g2.com/survey_responses/24sevenoffice-review-12049600)**

**Rating:** 4.5/5.0 stars

_— Karansinh J._

[Read full review](https://www.g2.com/survey_responses/24sevenoffice-review-12049600)

**["All-in-One Business Solution for Remote Teams"](https://www.g2.com/survey_responses/24sevenoffice-review-12188831)**

**Rating:** 4.5/5.0 stars

_— Sandeep J._

[Read full review](https://www.g2.com/survey_responses/24sevenoffice-review-12188831)

#### What Are G2 Users Discussing About 24SevenOffice?

- [What is 24SevenOffice used for?](https://www.g2.com/discussions/what-is-24sevenoffice-used-for)

### [Clarity](https://www.g2.com/products/broadcom-clarity/reviews)

Speed up your digital transformation with Clarity, the leading investment planning solution for the enterprise. Instead of traditional project management, we help you unite the enterprise with strategic portfolio management (SPM), collaborative work management (CWM) and digital product management (DPM).

**Average Rating:** 3.7/5.0

**Total Reviews:** 85

#### How Do G2 Users Rate Clarity?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10)
- **Creation & Assignment:** 8.3/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Clarity?

- **Seller:** [Broadcom](https://www.g2.com/sellers/broadcom-ab3091cd-4724-46a8-ac89-219d6bc8e166)
- **Year Founded:** 1991
- **HQ Location:** San Jose, CA
- **Twitter:** @broadcom  
63,909 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=093adce8015fea9ef126312884b465dc8e3c20e17dcb12fbb77a7bd82577e7a5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbroadcom%2F&secure%5Burl_type%5D=linkedin_company_website)  
55,094 employees on LinkedIn®
- **Ownership:** NASDAQ: CA

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Hospital & Health Care
- **Company Size:** 75% Large, 26% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customizability** of Clarity, enabling tailored time management to fit team needs seamlessly.
- Users find Clarity's **ease of use** invaluable, thanks to its intuitive interface and customizable features.
- Users find Clarity to be highly **customizable and easy to use** , enhancing their overall experience effortlessly.
- Users appreciate the **easy integration** of Clarity with existing tools, enhancing their time management and workflow efficiency.
- Users appreciate the **efficiency** of Clarity, as it simplifies time tracking and management for all organization sizes.

##### Cons

- Users find Clarity PPM software to be **expensive** , impacting its accessibility for some organizations.
- Users find the **learning curve for advanced features** somewhat steep, necessitating extra training for optimal usage.
- Users face **limited offline functionality** , making it difficult to log hours in areas with poor connectivity.
- Users face **limited offline functionality** with Clarity, making it difficult to log hours in low connectivity areas.
- Users experience **syncing issues** with the mobile app, detracting from the otherwise great performance of the desktop version.

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

**["Comprehensive Review of Clarity Time Sheet Management"](https://www.g2.com/survey_responses/clarity-review-10383144)**

**Rating:** 4.0/5.0 stars

_— ABHISHEK K._

[Read full review](https://www.g2.com/survey_responses/clarity-review-10383144)

**["Clarity PPM"](https://www.g2.com/survey_responses/clarity-review-10770565)**

**Rating:** 4.5/5.0 stars

_— S K._

[Read full review](https://www.g2.com/survey_responses/clarity-review-10770565)

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

- [What is HP PPM tool?](https://www.g2.com/discussions/what-is-hp-ppm-tool)
- [What is a PPM tool?](https://www.g2.com/discussions/what-is-a-ppm-tool)
- [What is CA PPM tool?](https://www.g2.com/discussions/what-is-ca-ppm-tool)
- [What is Clarity software used for?](https://www.g2.com/discussions/what-is-clarity-software-used-for) - 1 comment

### [OpenText Project and Portfolio Management (PPM)](https://www.g2.com/products/opentext-project-and-portfolio-management-ppm/reviews)

Today's project management organization (PMO) struggles with time, cost, and resource management challenges, particularly visibility and data consolidation within the enterprise portfolio. Given these daily challenges, it is difficult for executives to see which projects and operational activities they should be working on to find out how much is left in their budget, to what capacity are resources being utilized, and how to align activities with business demands. HP's innovative Project and Portfolio Management (PPM) solution helps executives, project managers, resource managers and others to overcome these challenges by providing critical information in real-time to help them make the right investment decisions by standardizing, managing, and capturing the execution of project and operational activities and resources.

**Average Rating:** 4.0/5.0

**Total Reviews:** 24

#### How Do G2 Users Rate OpenText Project and Portfolio Management (PPM)?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10)
- **Planning:** 9.4/10 (Category avg: 8.8/10)
- **Creation & Assignment:** 9.4/10 (Category avg: 8.9/10)
- **Resource Allocation:** 8.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind OpenText Project and Portfolio Management (PPM)?

- **Seller:** [OpenText](https://www.g2.com/sellers/opentext)
- **Year Founded:** 1991
- **HQ Location:** Waterloo, ON
- **Twitter:** @OpenText  
21,565 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c339a6555764b5ffce77c3df08d6ed9c9b1cb1ee1baeebac8435f0485b7cca5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2709%2F&secure%5Burl_type%5D=linkedin_company_website)  
23,048 employees on LinkedIn®
- **Ownership:** NASDAQ:OTEX

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 66% Large, 21% Small

#### What Are Recent G2 Reviews of OpenText Project and Portfolio Management (PPM)?

**["The latest technology to monitor projects and portfolios."](https://www.g2.com/survey_responses/opentext-project-and-portfolio-management-ppm-review-4286637)**

**Rating:** 5.0/5.0 stars

_— Anna D._

[Read full review](https://www.g2.com/survey_responses/opentext-project-and-portfolio-management-ppm-review-4286637)

**["Micro Focus Project and Portfolio Management tailors the work quite efficiently."](https://www.g2.com/survey_responses/opentext-project-and-portfolio-management-ppm-review-4226724)**

**Rating:** 4.0/5.0 stars

_— Bellamy A._

[Read full review](https://www.g2.com/survey_responses/opentext-project-and-portfolio-management-ppm-review-4226724)

#### What Are G2 Users Discussing About OpenText Project and Portfolio Management (PPM)?

- [What is Micro Focus Project and Portfolio Management (PPM) used for?](https://www.g2.com/discussions/what-is-micro-focus-project-and-portfolio-management-ppm-used-for)

### [Skyward PMS](https://www.g2.com/products/skyward-pms/reviews)

Skyward PMS (Project Management Software) helps organizations to create effective teams and an affirmative sense of collaboration among team members, all the while assisting with completing projects on time, project planning, maintaining operational costs, managing budgets and optimally allocating resources.

**Average Rating:** 3.7/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Skyward PMS?

- **Has the product been a good partner in doing business?:** 6.7/10 (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:** 9.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Skyward PMS?

- **Seller:** [Skyward Techno USA](https://www.g2.com/sellers/skyward-techno-usa)
- **Year Founded:** 2009
- **HQ Location:** Old Bridge, NJ
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7debe829b33880d89dae3a5cb00404a50f5fd31194c04e4e535a80d7e134bc66&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2239442%2F&secure%5Burl_type%5D=linkedin_company_website)  
54 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 55% Medium, 45% Small

#### What Do G2 Reviewers Say About Skyward PMS?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **activity tracking** feature, enhancing departmental management and providing clear visibility on progress and expectations.
- Users value the **project tracking capabilities** of Skyward PMS, facilitating efficient management of activities across departments.
- Users value the **effective management of activities** across departments, enhancing team expectations and task tracking.
- Users value the **task tracking capabilities** of Skyward PMS for efficiently managing departmental activities and expectations.
- Users value the **effective time management** capabilities of Skyward PMS, facilitating departmental activity coordination and oversight.

##### Cons

- Users report **poor interface design** in Skyward PMS, causing frustration and inefficiencies in navigation and usability.

#### What Are Recent G2 Reviews of Skyward PMS?

**["Efficient Departmental Activity Tracking and Time Management with customisable features."](https://www.g2.com/survey_responses/skyward-pms-review-12273915)**

**Rating:** 4.5/5.0 stars

_— Richard C._

[Read full review](https://www.g2.com/survey_responses/skyward-pms-review-12273915)

**["A comprehensive solution for process management and monitoring"](https://www.g2.com/survey_responses/skyward-pms-review-8833694)**

**Rating:** 4.5/5.0 stars

_— Riti N._

[Read full review](https://www.g2.com/survey_responses/skyward-pms-review-8833694)

#### What Are G2 Users Discussing About Skyward PMS?

- [What is Skyward PMS used for?](https://www.g2.com/discussions/what-is-skyward-pms-used-for)

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Similar Categories

- [Capital Project Management](/categories/capital-project-management)
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- [Project and Portfolio Management](/categories/project-and-portfolio-management)
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- [Project Management Tools](/categories/project-management-tools)
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[Browse Project Management Themes](/categories/project-management/themes)

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

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

Updated 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.&nbsp;

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.&nbsp;

**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.&nbsp;

**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.&nbsp;

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.&nbsp;

**Best-of-breed software** &nbsp;

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

**All-in-one suites** &nbsp;

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

**Point solutions** &nbsp;

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

**Industry-specific project management solutions** &nbsp;

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)&nbsp;

##### 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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

[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.&nbsp;

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.&nbsp;

#### 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.&nbsp;

**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.&nbsp;

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.&nbsp;

### 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).&nbsp;

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.&nbsp;

#### 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.&nbsp;

**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.&nbsp;

**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.&nbsp;

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.&nbsp;

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.&nbsp;

**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.&nbsp;&nbsp;

**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.&nbsp;

**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.&nbsp;

### 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.