[ MS Project Reviews ](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) [ MS Project Reviews ](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) # Microsoft Project & Portfolio Management Features ##### ## Tasks (7) Creation & Assignment (Based on 82 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Create and assign tasks for individual users with details and due dates. Due Dates (Based on 86 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization (Based on 83 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Set priority levels on tasks so individuals can organize their work. To-Do Lists (Based on 82 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Each user can view their list of tasks to be completed without having access to other tasks. Mass Updates (As reported in 45 Microsoft Project & Portfolio Management reviews.) Allows users to update multiple tasks at the same time, accross multiple projects. Drag & Drop (Based on 79 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Users can move tasks and change dependencies using drag and drop. Real-Time Updates Receive system updates as soon as any changes are made Show More ##### ## Projects (34) Planning (Based on 84 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Plan and create work breakdown structure (WBS) based on the scope of the project. Project Map (Based on 82 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Projects can be mapped out with milestones, due dates, deliverables and interdependencies. GANTT (Based on 85 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Provide visual representations of tasks, dependencies, and progress. Calendar View (Based on 82 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views (Based on 80 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Create customized project views for internal and external purposes (eg: for customers). Project Budgeting (Based on 75 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Associate a budget with a project and allocate it accordingly by task or resource. Issue Tracking (Based on 72 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Track issues at the project or task level, and manage resolutions. Templates (Based on 78 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Provide standards templates that can be customized by users to create new projects. Time & Expense (Based on 77 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Track time and expenses associated with projects or tasks. Methodologies (Based on 76 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Support agile and waterfall project management methodologies. Project Time Tracking Measure time to completion or hours worked for projects Bug Tracking Monitor and track bugs and issues in the system. Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Task Progress Tracking Track the status and progress of tasks Activity Tracking Track and document all activities across devices, networks, and other systems Project Tracking Monitor the progress of projects from start to finish Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Sprint Planning Identifying the tasks to be completed and the people to complete them during a set period of time Project Planning Organize and schedule projects Release Planning A timeline for taking a project live that outlines what features should be operational at the go-live date Multiple Projects Ability to handle several projects simultaneously Multi-Department/Project Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Project Templates Pre-designed project plans that can be customized Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Percent-Complete Tracking Level of completion within a task Reporting/Project Tracking Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Time Tracking Measure and track time including hours worked and paid time off (PTO) Traditional Methodologies Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Task Planning Traditional Methodologies Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Show More ##### ## Resource Management (8) Resource Definiton (Based on 78 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Create human and material resources and categorize them based on skills and other criteria. Capacity (Based on 75 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling (Based on 81 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Allocate resources by matching capacity and demand, by project, team, or department. Task Scheduling Track and manage the scheduling of tasks Project Planning/Scheduling Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Definition (Based on 85 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Identify human and material resources and assign them to projects and portfolios. Allocation (Based on 84 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Resources can be allocated and reallocated across multiple projects and portfolios. Optimization (Based on 81 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Improve resource utilization across various projects and portfolios. Show More ##### ## Project Monitoring (4) Baselining / KPIs (Based on 72 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation (Based on 78 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Monitor resource allocation to identify shortages and adjust accordingly. Activity Dashboard (Based on 76 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Communication (9) Wiki Documentation Provides a wiki to keep useful product documentation. Community Forum Provides a place for product users to interact and ask questions. Customer Ideation Provides a medium for users to make suggestions for the product. NPS of Customers Calculate NPS of customers Chat Provide live chat tools for instant messaging Discussions Ability to involve multiple users in public or private discussions External Allow external users to use chat and discussions Feedback Provide functionality to create and manage polls and surveys Announcements Manage news and announcements by company or department Show More ##### ## Planning (7) Work Capacity Measures the amount of work an employee can handle in a sprint. Task Ranking Ranks the priority of a task. Kanban Board provides a Kanban board to visualize tasks. Custom Workflows Enables the creation of custom workflows to facilitate various processes. Release Forecasting Predicts a products release based on the workflow. Projections Estimate or forecast of a future scenario based on the study of present trends Prioritization Arrange tasks based on the level of priority or urgency Show More ##### ## Workflow Management (10) Time Tracking Tracks the amount of time spent on a task. Progress Monitoring Measures the progress of tasks within a product workflow. Budgeting Measures the cost of tasks and enables the allocation of budget to different projects. Team Scorecard Provides data on employee performance for gamification. Progress Tracking Reporting on how each user, task or process has advanced since its initiation Status Tracking Track the status over time for a request, process, asset, or transaction Activity Tracking Track and document all activities across devices, networks, and other systems Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Task Progress Tracking Track the status and progress of tasks Project Tracking Monitor the progress of projects from start to finish Show More ##### ## Portfolio Management (5) Portfolio Types (Based on 74 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Define multiple types of portfolios for projects, programs, and services. Planning (Based on 80 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Plan activities and tasks across various portfolios or programs. Alignment (Based on 77 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Align different kinds of portfolios with business and financial goals. Portfolio Mix (Based on 71 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Create the optimal mix of portfolios to achieve operational and financial goals. Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Show More ##### ## Project Management (10) Dependencies (Based on 82 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Manage dependencies between projects from one or multiple portfolios. Priorities (Based on 80 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Assign priorities for projects that are part of portfolios. Lean Management (Based on 73 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Include lean project management features and best practices. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Calendar Management Track and manage schedules and meetings via an integrated calendar Change Management Track and monitor efficient handling of all changes/transitions Task Management Include features to create, assign, and manage tasks. Planning Deliver project plans that can be customized by users. Visibility Provide visibility into collaborative processes accross the company Integration Provide integration with task management and project management software. Show More ##### ## Data & Analytics (4) Data Consolidation (Based on 80 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Consolidate project and portfolio data from separate sources. Visualizations (Based on 80 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Provide custom project and portfolio monitoring visualizations. Performance (Based on 81 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Monitor the performance of different types of portfolios. Risk Analysis (Based on 78 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team.) Perform risk analysis at the portfolio or project level. Show More ##### ## Task Creation (4) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Drag & Drop Users can move tasks and change dependencies using drag and drop. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Show More ##### ## Task Management (5) Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Project Templates Pre-designed project plans that can be customized Show More ##### ## Automation (3) Workflows Provide standard workflows that can be used accross the company. Customization Allow administrators to configure workflows and processes. Data repository Deliver a single data repository for all project information. Show More ##### ## Administration (3) Permissions Define and manage roles and access rights for the entire system. Procedures Maintain procedures for data access and governance. Remote Work Allow users to use the system online and on mobile devices. Show More ##### ## Project management (7) Task Prioritization Set priority levels on tasks so individuals can organize their work. Dependencies Define dependencies between tasks and the rules to manage them. Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Views Create customized project views for internal and external purposes (eg: for customers). Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Critical Path Automatically calculate the critical path for projects and update it when projects change. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Workload (4) Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Workspace Define customizable workspace for teams, departments, and external users. Configuration Provide drag and drop options to configure workspaces. Insights Monitor work accross the company and analyze performance. Show More ##### ## Communication & Collaboration (3) Communication Channels Support multiple channels for internal and external communications. Document Management Allow users to share and collaborate on documents and files. Collaboration Help users meet, share workspaces, and collaborate on tasks. Show More ##### ## Cost Management (3) Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Time & Expense Track time and expenses associated with projects or tasks. Profitability Monitor project proftability by team or department. Show More ##### ## Integration (6) Front Office Integrate with CRM, marketing, or customer service software. Back Office Provide integration with accounting software and ERP systems. External data Connect to external data sources such as databases or BI software. Project Management (As reported in 13 Microsoft Project & Portfolio Management reviews.) Provide integration with project management software. PPM (12 reviewers of Microsoft Project & Portfolio Management have provided feedback on this feature.) Integrate with Project, Portfolio & Program Management software. Finance (This feature was mentioned in 11 Microsoft Project & Portfolio Management reviews.) Provide integration with accounting software and ERP systems. Show More ##### ## Earned Value (3) Baseline (13 reviewers of Microsoft Project & Portfolio Management have provided feedback on this feature.) Define cost and schedule baselines that can be used to track performance. Calculations (13 reviewers of Microsoft Project & Portfolio Management have provided feedback on this feature.) Automatically calculate Schedule Performance Index (SPI) and Cost Performance Index (CPI). Best Practices (Based on 12 Microsoft Project & Portfolio Management reviews.) Include best practices to ensure compliance with industry and PMI standards. Show More ##### ## Performance (4) Data Import (As reported in 13 Microsoft Project & Portfolio Management reviews.) Import project performance data from project management and financial software. Planned Value (As reported in 13 Microsoft Project & Portfolio Management reviews.) Track planned value or budget cost of work scheduled (BCWS). KPIs (This feature was mentioned in 11 Microsoft Project & Portfolio Management reviews.) Provide KPIs such as Actual cost of work or Budgeted Cost of Work. Variance Analysis (As reported in 13 Microsoft Project & Portfolio Management reviews.) Identify variances between estimated and actual costs and schedules. Show More ##### ## Content & Documents (4) File Sharing Documents can be shared between users and teams Notes User can share notes with colleagues or external users Search Help users find documents and other types of content Versioning Keep track of document versions and related changes Show More ##### ## Controls (5) Custom Views Create personalized project views for collaboration Followers Allow users to follow tasks which are not assigned to them User Management Define and manage users access to documents and collaboration features Calendars Manage private and shared calendars and associated events Public Sharing Make project views available for the public. Show More ##### ## Remote Collaboration (4) Alignment Align remote employees with their colleagues and external users Accountability Define and track responsabilities for remote users Connectivity Allow users to connect to tools that they use remotely Offline Mode Users can work offline and changes are synced when they back online Show More ##### ## Generative AI (10) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Strategy - Project and Portfolio Management (25) Simulation Simulate the outcomes of various business case scenarios and mix of projects Tracking Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios Planning Create plans to implement activities to achieve strategic objectives Objectives Define strategic objectives related to project and portfolio management Visiblity Provide a 360 view of all projects and portfolios and their corresponding strategies Alignment Align project and portfolios with the strategic objectives of the company Risk Management Mitigate risks related to projects and portfolios that may impact strategic objectives Implementation Deploy strategic planning to project and portfolio management activities Optimization Help with continuous improvement and to adapt to strategy updates and market changes Prioritization Assign priorities to projects and portfolios based on strategic objectives Timesheet Management Track the amount of time spent on a job or task Workflow Management Create, design and manage workflows for repetitive tasks Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Task Management Create, manage and track all task activities and progression Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Assignment Management Assign issues and tasks based on availability or required skills Document Management Store, manage, and track all electronic documents in a centralized location Project Time Tracking Measure time to completion or hours worked for projects Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Project Tracking Monitor the progress of projects from start to finish ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Activity Tracking Track and document all activities across devices, networks, and other systems Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Show More ##### ## Agentic AI - Project Management (9) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes File Transfer Move files across different systems or networks Show More ##### ## Agentic AI - Work Management (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Project Collaboration (2) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Additional Functionality (185) Task Management Create, manage and track all task activities and progression Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Real-Time Updates Receive system updates as soon as any changes are made Access Controls/Permissions Define levels of authorization for access to specific files or systems Task Planning Product Lifecycle Management Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Data Import/Export Import and export data to and from software applications Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Notifications Notifications that are delivered to users as soon as an event occurs API Application programming interface that allows for integration with other systems/databases Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Planning Tools Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Commenting/Notes Leave comments and notes on documents for others to view Customizable Fields Customize data fields to support various needs and use cases Calendar Management Track and manage schedules and meetings via an integrated calendar Third-Party Integrations Set up connections to third-party platforms to improve business processes Workflow Management Create, design and manage workflows for repetitive tasks Task Scheduling Track and manage the scheduling of tasks Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Project Management Plan and coordinate all the resources, costs and time needed to execute assignments @mentions An @mention is a way to tag or notify a specific person about a message/post Multiple Projects Ability to handle several projects simultaneously Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Project Planning Organize and schedule projects Single Sign On Allow users to access multiple services after entering their login credentials once Document Storage Store and organize documents in a centralized system Release Planning A timeline for taking a project live that outlines what features should be operational at the go-live date Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Email Management Manage, store and organize emails within the system or via third-party apps To-Do List A digital list of items that need to be completed Surveys & Feedback Gauge satisfaction and receive information for improvement and success Deadline Management Specify or track the date/time a project, task, etc., is due for completion Generative AI Use AI to generate content in the form of text, images, videos, etc. Product Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Idea Management Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Real-Time Data Receive data and information in real time Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Timeline Management Manage a detailed schedule of a product plan File Management Create, save, and store files Data Security Protect sensitive data for digital privacy Project Templates Pre-designed project plans that can be customized Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Template Management Create, save, and re-purpose templates for emails, forms, etc. Guest Access Allow guests to view the software and interact with users Visualization Graphical representation of data or processes Backlog Management The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items. API Application programming interface that allows for integration with other systems/databases Retrospectives Management Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement Task Management Create, manage and track all task activities and progression Access Controls/Permissions Define levels of authorization for access to specific files or systems Supports Scrum Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. Team Management Organizing a group of people to accomplish a task Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Request Management Evaluating and prioritizing change requests that are received while working on the project Commenting/Notes Leave comments and notes on documents for others to view Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. @mentions An @mention is a way to tag or notify a specific person about a message/post Planning Tools Projections Estimate or forecast of a future scenario based on the study of present trends Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Calendar Management Track and manage schedules and meetings via an integrated calendar Email Management Manage, store and organize emails within the system or via third-party apps Project Workflow Create, manage, or update project workflows. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Fields Customize data fields to support various needs and use cases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Negative Feedback Management Identify, track, and respond to negative feedback Data Import/Export Import and export data to and from software applications File Management Create, save, and store files Assignment Management Assign issues and tasks based on availability or required skills Progress Reports Document and report the progress of ongoing projects Budget Management Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Real-Time Reporting Active reporting of data and metrics Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Issue Management Identify and respond to unexpected problems or failures (ie. "negative events") Document Management Store, manage, and track all electronic documents in a centralized location Release Management Planning, scheduling, and overseeing the release of software or system changes into a live or production environment For IT Project Management Supports project management for IT professionals & teams Product Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Change Management Track and monitor efficient handling of all changes/transitions Mobile App Access the system via a mobile application Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Testing/QA Management Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards Billing & Invoicing Create, manage, and send invoices or bills to customers Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Web-based Deployment SaaS, web-based, online deployment Idea Management Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Client Portal Private online space that lets businesses securely share documents and provide information access to clients File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Version Control Track revisions and updates made to files and navigate between different versions Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Forecasting Form predictions based on past and present data/trends Key Performance Indicators Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Remote Support Provide support to your customers and employees remotely over a shared network Predictive Analytics Predict future data based on historical data sets Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Network Diagram Diagram that depicts connections among nodes in a network Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Document Storage Store and organize documents in a centralized system Visualization Graphical representation of data or processes Customizable Reports Alter the layout and content of reports Time Clock Reminders Timed notification for any upcoming task, deadline, appointment, or activity Daily Reports A document that lists daily activities or maintains a record of all events that happened in a day Configurable Workflow Configure existing workflows to meet your organization's needs Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Iteration Management Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle Timeline Management Manage a detailed schedule of a product plan KPI Monitoring Tracking the status of previously identified performance measurements For Small Businesses Designed for small businesses Chat/Messaging Communicate using direct chat or messages within the system Messaging Communicate using messages within the system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Task Tagging Add labels or tags to tasks Spreadsheet View UI looks like a spreadsheet Task Scheduling Track and manage the scheduling of tasks Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Email-to-Task Conversion Convert emails into tasks Project Tracking Monitor the progress of projects from start to finish Time Tracking Measure and track time including hours worked and paid time off (PTO) Sub-Task Management Split and manage tasks into individual components Task Progress Tracking Track the status and progress of tasks Third-Party Integrations Set up connections to third-party platforms to improve business processes Calendar Management Track and manage schedules and meetings via an integrated calendar Mobile Access Access software remotely via mobile devices Task Editing Edit task information and all related elements Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Deadline Management Specify or track the date/time a project, task, etc., is due for completion API Application programming interface that allows for integration with other systems/databases Dependency Tracking Track and manage task relationships and dependencies Document Management Store, manage, and track all electronic documents in a centralized location Assignment Management Assign issues and tasks based on availability or required skills Project Planning Organize and schedule projects Task Board View UI looks like task board Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Commenting/Notes Leave comments and notes on documents for others to view Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Task Import Import tasks from external sources Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Budgeting/Forecasting Create budgets based on historical data and future projections Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Projections Estimate or forecast of a future scenario based on the study of present trends Demand Forecasting Forecast customer demand using historical insights and simulations Multiple Projects Ability to handle several projects simultaneously Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Fields Customize data fields to support various needs and use cases Customizable Reports Alter the layout and content of reports AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data API Application programming interface that allows for integration with other systems/databases Project Templates Pre-designed project plans that can be customized Commenting/Notes Leave comments and notes on documents for others to view Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Planning Tools Real-Time Updates Receive system updates as soon as any changes are made Project Workflow Create, manage, or update project workflows. Task Scheduling Track and manage the scheduling of tasks Generative AI Use AI to generate content in the form of text, images, videos, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Show More ## Top-Rated Alternatives [ ![ClickUp](https://images.g2crowd.com/uploads/product/hd_favicon/b675771627028c890e21cb68228a24e9/clickup.svg "ClickUp") ClickUp 4.6/5(14,090) ](https://www.g2.com/products/clickup/reviews) [ ![Smartsheet](https://images.g2crowd.com/uploads/product/hd_favicon/1545251244/smartsheet.svg "Smartsheet") Smartsheet 4.4/5(22,743) ](https://www.g2.com/products/smartsheet/reviews) [ ![monday AI Work Platform](https://images.g2crowd.com/uploads/product/hd_favicon/0ecee4762e51bfed79001cde447b63a5/monday-com.svg "monday AI Work Platform") monday AI Work Platform 4.7/5(17,187) ](https://www.g2.com/products/monday-com/reviews) [ View All Alternatives ](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [File Sharing](/glossary/file-sharing-definition) Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files. [To-Do Lists](/glossary/to-do-lists) To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list. [Document Management](/glossary/document-management-definition) Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits. 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