[
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 (6)

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).

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.

Mass Updates

Allows users to update multiple tasks at the same time, accross multiple projects.

Drag & Drop

Users can move tasks and change dependencies using drag and drop.

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##### 
## Projects (10)

Planning

Plan and create work breakdown structure (WBS) based on the scope of the project.

Project Map

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

GANTT

Provide visual representations of tasks, dependencies, and progress.

Calendar View

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Views

Create customized project views for internal and external purposes (eg: for customers).

Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

Issue Tracking

Track issues at the project or task level, and manage resolutions.

Templates

Provide standards templates that can be customized by users to create new projects.

Time & Expense

Track time and expenses associated with projects or tasks.

Methodologies

Support agile and waterfall project management methodologies.

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##### 
## Resource Management (6)

Resource Definiton

Create human and material resources and categorize them based on skills and other criteria.

Capacity

Monitor capacity in real time to track resource use and identify bottlenecks.

Scheduling

Allocate resources by matching capacity and demand, by project, team, or department.

Definition

Identify human and material resources and assign them to projects and portfolios.

Allocation

Resources can be allocated and reallocated across multiple projects and portfolios.

Optimization

Improve resource utilization across various projects and portfolios.

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##### 
## Project Monitoring (3)

Baselining / KPIs

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Resource Allocation

Monitor resource allocation to identify shortages and adjust accordingly.

Dashboards

Deliver dashboards that display project data and KPIs in real time.

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##### 
## Communication (8)

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.

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

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##### 
## Planning (5)

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.

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##### 
## Workflow Management (4)

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.

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##### 
## Portfolio Management (4)

Portfolio Types

Define multiple types of portfolios for projects, programs, and services.

Planning

Plan activities and tasks across various portfolios or programs.

Alignment

Align different kinds of portfolios with business and financial goals.

Portfolio Mix

Create the optimal mix of portfolios to achieve operational and financial goals.

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##### 
## Project Management (7)

Dependencies

Manage dependencies between projects from one or multiple portfolios.

Priorities

Assign priorities for projects that are part of portfolios.

Lean Management

Include lean project management features and best practices.

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.

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##### 
## Data & Analytics (4)

Data Consolidation

Consolidate project and portfolio data from separate sources.

Visualizations

Provide custom project and portfolio monitoring visualizations.

Performance

Monitor the performance of different types of portfolios.

Risk Analysis

Perform risk analysis at the portfolio or project level.

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##### 
## 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 (4)

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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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

Provide integration with project management software.

PPM

Integrate with Project, Portfolio & Program Management software.

Finance

Provide integration with accounting software and ERP systems.

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##### 
## Earned Value (3)

Baseline

Define cost and schedule baselines that can be used to track performance.

Calculations

Automatically calculate Schedule Performance Index (SPI) and Cost Performance Index (CPI).

Best Practices

Include best practices to ensure compliance with industry and PMI standards.

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##### 
## Performance (4)

Data Import

Import project performance data from project management and financial software.

Planned Value

Track planned value or budget cost of work scheduled (BCWS).

KPIs

Provide KPIs such as Actual cost of work or Budgeted Cost of Work.

Variance Analysis

Identify variances between estimated and actual costs and schedules.

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##### 
## 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

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##### 
## 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.

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##### 
## 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

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##### 
## Generative AI (8)

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.

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.

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##### 
## Strategy - Project and Portfolio Management (10)

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

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##### 
## Agentic AI - Project Management (7)

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

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##### 
## 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

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##### 
## 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

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## Top-Rated Alternatives

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[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.

[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.

[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.

Microsoft Project & Portfolio Management Comparisons

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##### Categories on G2

[
Work Management
](https://www.g2.com/categories/work-management)[
Project Collaboration
](https://www.g2.com/categories/project-collaboration)[
Project Management
](https://www.g2.com/categories/project-management)

[
Task Management
](https://www.g2.com/categories/task-management-software)[
Project and Portfolio Management
](https://www.g2.com/categories/project-and-portfolio-management)[
Product Management
](https://www.g2.com/categories/product-management-software)[
Earned Value Management
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