# Best Professional Services Automation Software with Portfolio Mix Capabilities

## How Many Professional Services Automation Software Products Does G2 Track?

**Total Products under this Category:** 145

### Category Stats (Aug 2026)

- **Average Rating:** 4.3/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kytes (+0.5%) - Among all products in this category, Kytes recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Professional Services Automation Software Products?

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

- 30 Analysts and Data Experts
- 25,800+ Authentic Reviews
- 145+ 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 Professional Services Automation Software
 ![G2 Grid® for Professional Services Automation Software plotting products by satisfaction and market presence](https://www.g2.com/categories/professional-services-automation/grids.png?focus%5B%5D=929&focus%5B%5D=1532&focus%5B%5D=101553&focus%5B%5D=51154&focus%5B%5D=1646&focus%5B%5D=19175&focus%5B%5D=104559&focus%5B%5D=152187)

Highlighted products: Autotask, BigTime, Syncro, CMap, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), SAP Cloud ERP (SAP S/4HANA Cloud), Deltek Vantagepoint, and Rocketlane.

Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=autotask&focus%5B%5D=bigtime&focus%5B%5D=syncro&focus%5B%5D=cmap&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=rocketlane-corp)

**Sponsored**

### VOGSY

Lead-to-cash platform for global professional services organizations, combining PSA capabilities with project-based ERP to manage operations and financial performance. VOGSY is a Professional Services Automation (PSA) and project-based ERP platform designed for global professional services organizations that need to manage the full lead-to-cash lifecycle, including sales opportunities, project delivery, resource planning, project accounting, invoicing, and financial performance in a single operational system. The platform helps consulting firms, agencies, technology services companies, and other project-based businesses coordinate work across teams, offices, and countries while maintaining visibility into operational and financial performance. As a PSA and services ERP platform, VOGSY supports the full lead-to-cash lifecycle, allowing organizations to move from opportunity management and project planning to delivery, billing, and revenue reporting. The platform integrates operational data with financial insights, enabling leadership teams to track utilization, forecast revenue, and analyze project profitability across multiple entities and currencies. VOGSY combines the operational capabilities of PSA software with multi-entity project finance and reporting capabilities of a project-based ERP, enabling organizations to manage both delivery and financial performance. VOGSY is commonly used by professional services firms with 50 to 1,000 employees that operate across multiple regions or legal entities. These organizations often face challenges managing global delivery, aligning project execution with financial reporting, and maintaining visibility into margins and capacity across distributed teams. These organizations often require both operational coordination (PSA) and financial structure (ERP), particularly when managing multiple entities, currencies, and reporting requirements. VOGSY provides a centralized PSA platform that connects project operations with financial outcomes while allowing organizations to retain their existing regional accounting systems. Key capabilities: • End-to-end lead-to-cash workflow management connecting CRM opportunities, project planning, delivery, billing, and revenue recognition • Global resource management and capacity planning for allocating talent across projects, regions, and teams • Multi-currency project accounting across ERP entities and consolidated financial reporting • Time tracking, expense management, and automated billing tied directly to project budgets and contract terms • Project profitability analysis and ERP-level financial reporting, utilization tracking, and revenue forecasting • AI assistant provides profitability, capacity, and client health details (or data or reports) in natural language and automates daily tasks Security, compliance, and infrastructure: • ISO 42001 • ISO 27001 • SOC 1 • ISAE 3402 • Hosted on Google Cloud for global scalability and security • SSO support for Microsoft 365 and Google Workspace Integrations: • HubSpot • Salesforce • Zoho • Pipedrive • Copper • QuickBooks • Xero • Sage • Deltek • Certinia • Oracle NetSuite • Exact • Tally • Datev • Microsoft 365 • Google Workspace • Jira • Other web applications • API-based synchronization By connecting project delivery data with financial reporting and operational planning, VOGSY helps professional services organizations streamline global operations through a unified PSA and project-based ERP platform. Many organizations rely on multiple separate systems that limit visibility across teams, entities, and financial performance. VOGSY brings these capabilities together in a single platform, providing a more connected view of operations, resource utilization, and project profitability. Finance, operations, and delivery teams work from a shared source of operational and financial intelligence while maintaining compatibility with existing accounting systems across different countries.

[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=156&secure%5Bchosen_at%5D=2026-08-13T17%3A34%3A53Z&secure%5Bdisplayable_resource_id%5D=156&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=156&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=48912&secure%5Bresource_id%5D=156&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fprofessional-services-automation%2Ff%2Fportfolio-mix%3Fopen_modal_url%3D%252Fproducts%252Fkantata-professional-services-automation-formerly-mavenlink-kimble%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fprofessional-services-automation%25252Ff%25252Fportfolio-mix%2526source%253Dcategory&secure%5Btoken%5D=03e3f2796bd8c05ebf85a925981f8c94fc47370a68f17b4f937628da591421e5&secure%5Burl%5D=https%3A%2F%2Fvogsy.global%2Fvogsy-lead-to-cash-platform-for-global-professional-services-organizations-g2-landing-page%3Futm_source%3Dg2.com%26utm_medium%3Dpaid&secure%5Burl_type%5D=custom_url)

### [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews)

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team – so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge – by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome – with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way — and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors — including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability. Leading organizations like Deloitte, Sage, and Hitachi trust Kantata, and our customers consistently achieve a 33% increase in on-time project delivery.

**Average Rating:** 4.2/5.0

**Total Reviews:** 1,510

#### How Do G2 Users Rate Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 7.3/10 (Category avg: 7.9/10)
- **Workflow:** 7.4/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?

- **Seller:** [Kantata (formerly Mavenlink + Kimble)](https://www.g2.com/sellers/kantata-formerly-mavenlink-kimble)
- **Company Website:** kantata.com
- **Year Founded:** 2008
- **HQ Location:** Irvine, CA
- **Twitter:** @GoKantata  
11,518 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97db9ad169234101d5d6a926830c0e5df9f7e4ea5699f6a5fd79e580b8e43837&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgokantata%2F&secure%5Burl_type%5D=linkedin_company_website)  
485 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, Consultant
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 57% Medium, 30% Small

#### What Do G2 Reviewers Say About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficiency and simplicity** of Kantata, enhancing their project management and workflow processes effectively.
- Users value the **efficient project tracking** of Kantata, enhancing workflow and simplifying resource management processes.
- Users appreciate the **user-friendly interface** of Kantata, making it easy to navigate and utilize its features.
- Users value the **reporting efficiency** of Kantata, enhancing resource management and project tracking for better decision-making.
- Users appreciate the **robust report generation** in Kantata, which enhances project tracking and simplifies financial management.

##### Cons

- Users find the **complex usability** of Kantata PSA challenging, particularly regarding navigation and workflow efficiency.
- Users face a challenging **learning curve** with the interface and data optimization, necessitating early and ongoing training.
- Users find the interface **not intuitive** , making it challenging to track resources and necessary updates efficiently.
- Users face **rigid task management** that lacks flexibility, making project tracking and input tedious and time-consuming.
- Users find the **lack of customization** challenging, impacting their ability to tailor reports and insights effectively.

#### What Are Recent G2 Reviews of Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?

**["Easy to set up, easy to use... exactly what we needed to drive visibility and consistency."](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-2018590)**

**Rating:** 4.5/5.0 stars

_— Dan C._

[Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-2018590)

**["Customer Collaboration and Internal Visibility with Kantata - 2 years in"](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-9043064)**

**Rating:** 4.5/5.0 stars

_— Andy B._

[Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-9043064)

#### What Are G2 Users Discussing About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?

- [How do I effectively manage project budgets using Kantata Professional Services Cloud?](https://www.g2.com/discussions/how-do-i-effectively-manage-project-budgets-using-kantata-professional-services-cloud)
- [What is Kantata Cloud for Professional Services (formerly Mavenlink + Kimble) used for?](https://www.g2.com/discussions/what-is-kantata-cloud-for-professional-services-formerly-mavenlink-kimble-used-for)
- [What does Mavenlink do?](https://www.g2.com/discussions/what-does-mavenlink-do) - 1 comment
- [What is a good project management software?](https://www.g2.com/discussions/kantata-cloud-for-professional-services-formerly-mavenlink-kimble-what-is-a-good-project-management-software) - 1 comment
- [How much does MavenLink cost?](https://www.g2.com/discussions/how-much-does-mavenlink-cost) - 1 comment

### [Scoro](https://www.g2.com/products/scoro/reviews)

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale.

**Average Rating:** 4.5/5.0

**Total Reviews:** 488

#### How Do G2 Users Rate Scoro?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10)
- **Workflow:** 8.6/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Scoro?

- **Seller:** [Scoro](https://www.g2.com/sellers/scoro)
- **Company Website:** www.scoro.com
- **Year Founded:** 2013
- **HQ Location:** London
- **Twitter:** @ScoroSoftware  
8,204 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c4b840044faa6933148653c2e176735de9e60141f0ee535ec0459b789766380c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F294623%2F&secure%5Burl_type%5D=linkedin_company_website)  
141 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 66% Small, 25% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Scoro, benefiting from its streamlined all-in-one platform for various tasks.
- Users value Scoro for its **integrated project management capabilities** , simplifying task tracking and business conversations significantly.
- Users value the **comprehensive project tracking** in Scoro, enhancing management and profitability for their campaigns.
- Users value the **efficient time tracking** feature of Scoro, enhancing productivity without adding complexity.
- Users find the **task management features** of Scoro invaluable for integrating projects, budgets, and workflows in one platform.

##### Cons

- Users find the **learning curve** challenging due to complexity and rigidity, impacting workflow efficiency during setup.
- Users find Scoro's interface **not intuitive** , especially for tasks like creating PTO days and using the mobile app.
- Users note the **missing features** in Scoro's mobile version and some integrations that limit functionality.
- Users experience a **steep learning curve** with Scoro, challenging for new users due to its complexity and usability issues.
- Users find Scoro's **complexity** necessitates extensive training, hindering the initial user experience despite its robust features.

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

**["Subtasks and dependencies made cross-functional delivery planning much easier"](https://www.g2.com/survey_responses/scoro-review-13115286)**

**Rating:** 5.0/5.0 stars

_— Yaroslav B._

[Read full review](https://www.g2.com/survey_responses/scoro-review-13115286)

**["Absolutely essential for time and team management"](https://www.g2.com/survey_responses/scoro-review-4620988)**

**Rating:** 4.5/5.0 stars

_— Anna-Kaisa R._

[Read full review](https://www.g2.com/survey_responses/scoro-review-4620988)

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

- [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for)
- [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide)
- [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project)
- [How much does Scoro cost?](https://www.g2.com/discussions/how-much-does-scoro-cost)
- [What are some unique features of project management software?](https://www.g2.com/discussions/scoro-what-are-some-unique-features-of-project-management-software)

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

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 645

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

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10)
- **Workflow:** 8.3/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Yassin O._

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

**["Certinia PSA provides a seamless transition between your sales and service teams"](https://www.g2.com/survey_responses/certinia-ps-cloud-review-8244506)**

**Rating:** 5.0/5.0 stars

_— Ryan B._

[Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-8244506)

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

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

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

Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multiple teams at once, see the impact of changes to the plan on the overall business, and learn from past projects to make more accurate forecasts. EMPLOYEE TIME TRACKING SOFTWARE YOUR TEAM WILL ACTUALLY USE No more chasing down timesheets. Resource Management by Smartsheet is a simple software makes time tracking painless, so your team members can focus on work priorities. Outcome-focused time tracking options will keep your team happy and projects moving forward. A ROBUST SUITE OF REPORTING TOOLS TO HELP YOUR BUSINESS GROW Get the big picture of your company performance with data you can trust. With highly visual analytics and powerful reporting tools, you can make confident decisions to support your business growth. . . . . . . . . . . . . . . . ABOUT Resource Management by Smartsheet We're on a mission to surface the right information at the right time so everyone across the organization can make more confident decisions. Over 1,000 of the most innovative companies in the world rely on Resource Management by Smartsheet — from growing 10-person software shops, to 100-person teams within global brands, to 1,000+ person professional services firms. Get started with a free trial to see how it works for your team — no credit card required. Our Seattle-based team is here to help.

**Average Rating:** 4.0/5.0

**Total Reviews:** 139

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

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 8.3/10 (Category avg: 7.9/10)
- **Workflow:** 8.3/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

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

- **Seller:** [Smartsheet](https://www.g2.com/sellers/smartsheet)
- **Year Founded:** 2005
- **HQ Location:** Bellevue, WA
- **Twitter:** @Smartsheet  
26,366 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76edc1e5add1efea54679a7a2f12427f0ba248d86f5969d11ccde60017e80015&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167700%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,034 employees on LinkedIn®
- **Ownership:** NYSE: SMAR

#### Who Uses This Product?

- **Who Uses This:** Project Manager
- **Top Industries:** Design, Marketing and Advertising
- **Company Size:** 51% Small, 40% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** in Resource Management by Smartsheet enhances workflow efficiency and simplifies tasks.
- Users value the **seamless integrations** of Resource Management, streamlining workflows and enhancing collaboration across tools and projects.
- Users value the **intuitive project tracking** features, enhancing visibility over workloads and team commitments seamlessly.
- Users value the **automation features** in Resource Management, enhancing efficiency and streamlining project workflows effectively.
- Users appreciate the **easy integration** of Resource Management by Smartsheet, enhancing collaboration and streamlining workflows seamlessly.

##### Cons

- Users face **access limitations** that hinder workflow, making updates and navigation excessively tedious and frustrating.
- Users face **license requirements and reporting constraints** that limit the effectiveness of Smartsheet's resource management features.
- Users find **billing issues** frustrating, compounded by the system's high costs and limited functionality for managing tasks.
- Users face **inaccurate data** issues due to unreliable time tracking and glitchy scheduling, complicating resource management.
- Users find **inadequate reporting** capabilities in Resource Management, leading to challenges in detailed task management.

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

**["Effective Resource Planning with Setup Hiccups"](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444)**

**Rating:** 4.0/5.0 stars

_— Aditya A._

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

**["Resource Management tool"](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146)**

**Rating:** 4.5/5.0 stars

_— Angie L._

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

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

- [What is Resource Management by Smartsheet used for?](https://www.g2.com/discussions/what-is-resource-management-by-smartsheet-used-for)

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

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 373

#### How Do G2 Users Rate Avaza?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 7.9/10 (Category avg: 7.9/10)
- **Workflow:** 8.7/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 8.8/10 (Category avg: 10/10)

#### Who Is the Company Behind Avaza?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Yurii L._

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

**["Fast, Thorough Support, and Seamless Xero & Stripe Integration"](https://www.g2.com/survey_responses/avaza-review-13233584)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/avaza-review-13233584)

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

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

### [Project Insight](https://www.g2.com/products/project-insight/reviews)

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources.

**Average Rating:** 4.2/5.0

**Total Reviews:** 20

#### How Do G2 Users Rate Project Insight?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.8/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 8.3/10 (Category avg: 10/10)

#### Who Is the Company Behind Project Insight?

- **Seller:** [Project Insight](https://www.g2.com/sellers/project-insight)
- **Company Website:** projectinsight.com
- **Year Founded:** 2001
- **HQ Location:** Irvine, CA
- **Twitter:** @ProjectInsight  
2,592 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cb2c4a5adf678366342f545ec3c0dff7573f2e053e93472c4abf47d5b903dff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojectinsight%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 40% Medium, 30% Large

#### What Do G2 Reviewers Say About Project Insight?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **fully automated features** of Project Insight, allowing them to focus on work instead of maintenance.
- Users appreciate the **ease of use** of Project Insight, facilitating project management without manual data entry hassles.
- Users enjoy the **easy integration** features of Project Insight, allowing seamless workflows and enhanced focus on tasks.
- Users appreciate the **seamless integrations** of Project Insight, enhancing productivity and streamlining project management tasks.
- Users value the **excellent security features** of Project Insight, ensuring their project data is well-protected.

##### Cons

- Users find that the **learning curve can be steep** due to the extensive features, requiring significant time and patience.
- Users find the **time consumption** due to numerous features of Project Insight can be frustrating and challenging.

#### What Are Recent G2 Reviews of Project Insight?

**["Customizable, Efficient, and User-Friendly for Large Teams"](https://www.g2.com/survey_responses/project-insight-review-13037766)**

**Rating:** 5.0/5.0 stars

_— Sajanbir K._

[Read full review](https://www.g2.com/survey_responses/project-insight-review-13037766)

**["User-Friendly Project Management Platform with Exceptional Support"](https://www.g2.com/survey_responses/project-insight-review-12893415)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/project-insight-review-12893415)

#### What Are G2 Users Discussing About Project Insight?

- [What are some unique features of project management software in general?](https://www.g2.com/discussions/project-insight-what-are-some-unique-features-of-project-management-software-in-general)
- [What are some project management tool features?](https://www.g2.com/discussions/project-insight-what-are-some-project-management-tool-features)
- [What is insight in project management?](https://www.g2.com/discussions/what-is-insight-in-project-management)
- [What are some project features?](https://www.g2.com/discussions/what-are-some-project-features)

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

Planview ChangePoint is a Professional Services Automation (PSA) software solution that helps services organizations automate and connect every stage of the Orders-to-Cash (O2C) lifecycle, from CRM and opportunity management through contract execution, project delivery, time and expense tracking, billing, and revenue recognition, in a single application. ChangePoint is used by services organizations, including IT consulting, business consulting, high tech, and manufacturing companies, and is designed for VPs of Services, VPs of Finance, directors of consulting or services, resource management office (RMO) leaders, and PMO leadership who need real-time financial visibility into engagements rather than retrospective reporting after month-end close. A core architectural feature of ChangePoint is that it separates the financial contract, called an Engagement, from the project delivery mechanism, so billing rules and contract terms stay enforced independently of how a project is managed day to day. Main capabilities include: • Native CRM and opportunity management, with pipeline forecasting, resource demand signals, and product or service forecasting by line item • Engagement management that defines billing rates, contract terms, and revenue recognition rules separately from project delivery, supporting Fixed Fee, Time and Materials, and mixed billing types across multiple projects per engagement • Resource planning and management, including skills-based resource search, soft and hard bookings, and resource demand versus capacity analysis • Project and program management with a multi-level work breakdown structure, configurable stage-gate workflows, change and risk management, and bi-directional Microsoft Project integration • Time and expense management, plus billing and revenue recognition, including direct billing to clients or ERP systems, split billing, multi-currency invoicing, and embedded Cognos Analytics reporting ChangePoint is available as a SaaS or on-premises deployment and adapts to a customer's business model through approximately 300 configuration tables rather than custom code. It is also available with ChangePoint PLUS, an add-on that connects its financial governance model to Planview ProjectPlace's collaborative workspaces, so delivery teams can work in ProjectPlace while ChangePoint continues to enforce engagement-level financial rules.

**Average Rating:** 3.3/5.0

**Total Reviews:** 17

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

- **Has the product been a good partner in doing business?:** 6.3/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 10.0/10 (Category avg: 7.9/10)
- **Workflow:** 9.6/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

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

- **Seller:** [Planview](https://www.g2.com/sellers/planview)
- **Year Founded:** 1989
- **HQ Location:** Austin, TX
- **Twitter:** @Planview  
3,049 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,834 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 76% Large, 35% Medium

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

**["Changepoint app review"](https://www.g2.com/survey_responses/planview-changepoint-review-5408231)**

**Rating:** 4.0/5.0 stars

_— Bharat C._

[Read full review](https://www.g2.com/survey_responses/planview-changepoint-review-5408231)

**["Planview Changepoint Review"](https://www.g2.com/survey_responses/planview-changepoint-review-7214522)**

**Rating:** 5.0/5.0 stars

_— Ilya S._

[Read full review](https://www.g2.com/survey_responses/planview-changepoint-review-7214522)

#### What Are G2 Users Discussing About Planview ChangePoint?

- [What is Planview ChangePoint used for?](https://www.g2.com/discussions/what-is-planview-changepoint-used-for)

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[Browse Professional Services Automation Themes](/categories/professional-services-automation/themes)

Benefits of Professional Services Automation Software with Portfolio Mix capabilities include: Create the optimal mix of portfolios to achieve operational and financial goals.

Below are the top-rated Professional Services Automation Software with Portfolio Mix capabilities, as verified by G2’s Research team. Real users have identified Portfolio Mix as an important function of Professional Services Automation Software. Compare different products that offer this feature so you can decide which is best for your business needs.

Top Tools at a Glance

| Product | Best for | User Review |
| --- | --- | --- |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9fe68a4b30c295f2cb99e52be20e0e26/autotask.png "Product Avatar Image")](https://www.g2.com/products/autotask/reviews)[Autotask](https://www.g2.com/products/autotask/reviews)[4.3/5(632)](https://www.g2.com/products/autotask/reviews) | PSA for managed service providers | "A Breath of Fresh Air: Fast, Fluid, Industry-Savvy Autotask Experience" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_4d53e4b7f3e04a9956085d9ac0f5aafb/bigtime.png "Product Avatar Image")](https://www.g2.com/products/bigtime/reviews)[BigTime](https://www.g2.com/products/bigtime/reviews)[4.5/5(1,766)](https://www.g2.com/products/bigtime/reviews) | Time tracking and billing for consulting firms | "Easy to learn with reports I actually use." |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_b31b4a565844701826eaa0625985b983/syncro.png "Product Avatar Image")](https://www.g2.com/products/syncro/reviews)[Syncro](https://www.g2.com/products/syncro/reviews)[4.5/5(537)](https://www.g2.com/products/syncro/reviews) | Unified IT and security operations for MSPs | "Seamless Tool Integration and Intuitive Setup" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e10379688b9627fab5d4f638b4867ccf/kantata-professional-services-automation-formerly-mavenlink-kimble.png "Product Avatar Image")](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews)[Kantata Professional...](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews)[4.2/5(1,572)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) | PSA with deep Salesforce integration | "Customer Collaboration and Internal Visibility with Kantata - 2 years in" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7caad66b1c86da9baaf50e4fe2e07639/sap-cloud-erp-sap-s-4hana-cloud.png "Product Avatar Image")](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews)[SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews)[4.4/5(1,061)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) | Cloud ERP with real-time financial visibility | "Unified Real-Time Insights That Make Operations More Efficient" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_cb9338cf15d1d50db746a9fdee5a4913/deltek-vantagepoint.jpg "Product Avatar Image")](https://www.g2.com/products/deltek-vantagepoint/reviews)[Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews)[4.1/5(677)](https://www.g2.com/products/deltek-vantagepoint/reviews) | PSA for architecture and engineering firms | "User-Friendly Interface, Enhances Project Management" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_260bb5e75826f002b2e503a3090ec537/rocketlane-corp.png "Product Avatar Image")](https://www.g2.com/products/rocketlane-corp/reviews)[Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews)[4.7/5(862)](https://www.g2.com/products/rocketlane-corp/reviews) | Customer onboarding with shared client portals | "Effortless Time Tracking and Organized Reporting" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0c06241f4fd750943eec35bd11f7aba8/keka.jpg "Product Avatar Image")](https://www.g2.com/products/keka/reviews)[Keka](https://www.g2.com/products/keka/reviews)[4.4/5(2,219)](https://www.g2.com/products/keka/reviews) | HR-led PSA for India-based services firms | "Streamlined HR Tasks with Some Room for Improvement" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_4cc322df33703f7fe84d33fd8e75e65f/scoro.png "Product Avatar Image")](https://www.g2.com/products/scoro/reviews)[Scoro](https://www.g2.com/products/scoro/reviews)[4.5/5(505)](https://www.g2.com/products/scoro/reviews) | Centralized PSA for consultancies and agencies | "Subtasks and dependencies made cross-functional delivery planning much easier" |

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