  # Best Enterprise Project and Portfolio Management Software

  *By [Subhransu Sahu](https://research.g2.com/insights/author/subhransu-sahu)*

   Products classified in the overall Project and Portfolio Management category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Project and Portfolio Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2&#39;s buying advisors to find the right solutions within the Enterprise Business Project and Portfolio Management category.

In addition to qualifying for inclusion in the Project and Portfolio Management Software category, to qualify for inclusion in the Enterprise Business Project and Portfolio Management Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.




  
## How Many Project and Portfolio Management Software Products Does G2 Track?
**Total Products under this Category:** 151

### Category Stats (May 2026)
- **Average Rating**: 4.32/5
- **New Reviews This Quarter**: 1,076
- **Buyer Segments**: Small-Business 55% │ Mid-Market 31% │ Enterprise 14%
- **Top Trending Product**: Project Insight (+0.456)
*Last updated: May 18, 2026*

  
## How Does G2 Rank Project and Portfolio Management Software Products?

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

- 30 Analysts and Data Experts
- 65,500+ Authentic Reviews
- 151+ 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.

  
  
---

**Sponsored**

### Hive

Hive is a type of project management software solution designed to help teams streamline their workflows and enhance collaboration. This platform provides a comprehensive suite of tools that cater to various project management needs, enabling users to manage tasks, track progress, and communicate effectively within their teams. Hive&#39;s flexibility allows organizations to tailor their project management experience to fit their unique requirements, ensuring that teams can work in a way that suits them best. Targeted at businesses of all sizes, Hive is particularly beneficial for teams that require a high level of customization in their project management processes. Whether it&#39;s a marketing team coordinating campaigns, a product development team managing timelines, or a remote team collaborating on deliverables, Hive offers the versatility needed to adapt to different workflows. The platform is designed to accommodate diverse use cases, making it a valuable asset for organizations looking to improve efficiency and productivity. One of the key features of Hive is its flexible project views, which allow users to visualize their work in a manner that aligns with their preferences. Users can choose from various layouts, such as Kanban boards, Gantt charts, or list views, providing multiple ways to manage tasks and deadlines. This adaptability ensures that teams can find the most effective way to organize their projects, leading to increased clarity and focus. Additionally, Hive offers extensive customization options, enabling users to create workflows that reflect their specific processes. This includes the ability to set custom fields, automate repetitive tasks, and integrate with other tools that teams may already be using. Such features not only save time but also enhance the overall project management experience by allowing teams to work more efficiently and effectively. Another standout aspect of Hive is its commitment to user success. The platform is designed with the understanding that every team has unique needs, and Hive is willing to build additional tools or features to meet those needs. This level of support ensures that organizations can fully leverage the capabilities of the software, ultimately leading to improved project outcomes and faster execution of tasks. By adopting Hive, teams can expect to enhance their project management processes and foster a more collaborative work environment.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&amp;secure%5Bad_slot%5D=category_product_list&amp;secure%5Bcategory_id%5D=1431&amp;secure%5Bdisplayable_resource_id%5D=1431&amp;secure%5Bdisplayable_resource_type%5D=Category&amp;secure%5Bmedium%5D=sponsored&amp;secure%5Bplacement_reason%5D=page_category&amp;secure%5Bplacement_resource_ids%5D%5B%5D=1431&amp;secure%5Bprioritized%5D=false&amp;secure%5Bproduct_id%5D=27036&amp;secure%5Bresource_id%5D=1431&amp;secure%5Bresource_type%5D=Category&amp;secure%5Bsource_type%5D=category_page&amp;secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproject-and-portfolio-management&amp;secure%5Btoken%5D=fcbcbc637e67a24af3d88b21f51e1388dcafe41b3f2bf008d631e12e88ab80ba&amp;secure%5Burl%5D=https%3A%2F%2Fhive.com%2F&amp;secure%5Burl_type%5D=company_website)

---

  ## What Are the Top-Rated Project and Portfolio Management Software Products in 2026?
### 1. [Smartsheet](https://www.g2.com/products/smartsheet/reviews)
  Smartsheet is an Intelligent Work Management Platform that revolutionizes how you manage projects, portfolios, and processes. The Smartsheet AI-powered platform delivers adaptability, sophisticated experiences, and enterprise-grade rigor to support work across industries — from service delivery to construction, clinical trials, and marketing campaigns. Designed to meet demanding requirements, it helps organizations drive efficiency, accelerate innovation, and stay competitive. Over 85% of Fortune 500 companies trust Smartsheet to align their resources to improve efficiency, agility, and collaboration in today’s ever-changing world of work.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 21,552
**How Do G2 Users Rate Smartsheet?**

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10)
- **Optimization:** 7.9/10 (Category avg: 8.3/10)
- **Alignment:** 8.1/10 (Category avg: 8.5/10)
- **Performance:** 8.1/10 (Category avg: 8.6/10)

**Who Is the Company Behind Smartsheet?**

- **Seller:** [Smartsheet](https://www.g2.com/sellers/smartsheet)
- **Company Website:** https://www.smartsheet.com/
- **Year Founded:** 2005
- **HQ Location:** Bellevue, WA
- **Twitter:** @Smartsheet (26,412 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/167700/ (4,022 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Project Manager, Senior Project Manager
  - **Top Industries:** Information Technology and Services, Construction
  - **Company Size:** 41% Mid-Market, 34% Small-Business


#### What Are Smartsheet's Pros and Cons?

**Pros:**

- Ease of Use (2360 reviews)
- Project Management (1666 reviews)
- Team Collaboration (1516 reviews)
- Automation (1235 reviews)
- Project Tracking (1229 reviews)

**Cons:**

- Learning Curve (1183 reviews)
- Missing Features (899 reviews)
- Not Intuitive (842 reviews)
- Limited Features (739 reviews)
- Limited Customization (554 reviews)

### 2. [monday Work Management](https://www.g2.com/products/monday-com/reviews)
  monday work management is a flexible, AI-powered platform that empowers organizations to plan, execute, and scale any type of work in one place. It connects every level of work — from everyday tasks to company-wide initiatives — giving teams the freedom to work their way and leaders the visibility and control to turn strategy into impact.  More than 245K customers worldwide, from fast-growing startups to Fortune 500 enterprises, rely on monday work management to operate smarter, move faster, and collaborate seamlessly across departments. Start your 14-day free trial and see monday work management in action.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 14,932
**How Do G2 Users Rate monday Work Management?**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10)
- **Optimization:** 8.3/10 (Category avg: 8.3/10)
- **Alignment:** 8.3/10 (Category avg: 8.5/10)
- **Performance:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind monday Work Management?**

- **Seller:** [monday.com](https://www.g2.com/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b)
- **Company Website:** https://monday.com/
- **Year Founded:** 2012
- **HQ Location:** Tel Aviv
- **Twitter:** @mondaydotcom (40,851 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/mondaydotcom (3,774 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Project Manager, CEO
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 61% Small-Business, 30% Mid-Market


#### What Are monday Work Management's Pros and Cons?

**Pros:**

- Ease of Use (4038 reviews)
- Team Collaboration (2777 reviews)
- Project Management (2737 reviews)
- Organization (2658 reviews)
- Task Management (2417 reviews)

**Cons:**

- Missing Features (1721 reviews)
- Learning Curve (1186 reviews)
- Limited Features (1036 reviews)
- Not Intuitive (835 reviews)
- Limited Customization (746 reviews)

### 3. [Microsoft Project &amp; Portfolio Management](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews)
  Microsoft Project is a project management software that helps users plan, execute, and monitor projects effectively. It includes powerful features for managing tasks, allocating resources and budgeting, all presented in an easy-to-use interface. With seamless integration into Microsoft 365, it supports real-time collaboration and data sharing. The advanced reporting and analytics tools allow users to track progress and make data-driven decisions. Stay organized, focused, and in charge. With Microsoft Project, easily plan your projects with the power of dynamic scheduling based on effort needed, project duration, and allotted team members. Suitable for projects of any size, Microsoft Project offers flexible deployment options, both cloud-based and on-premises, catering to a wide range of organizational needs.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 1,577
**How Do G2 Users Rate Microsoft Project &amp; Portfolio Management?**

- **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.1/10)
- **Optimization:** 8.6/10 (Category avg: 8.3/10)
- **Alignment:** 8.9/10 (Category avg: 8.5/10)
- **Performance:** 8.8/10 (Category avg: 8.6/10)

**Who Is the Company Behind Microsoft Project &amp; Portfolio Management?**

- **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft)
- **Year Founded:** 1975
- **HQ Location:** Redmond, Washington
- **Twitter:** @microsoft (13,115,342 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/microsoft/ (227,697 employees on LinkedIn®)
- **Ownership:** MSFT

**Who Uses This Product?**
  - **Who Uses This:** Project Manager, Program Manager
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 47% Enterprise, 29% Mid-Market


#### What Are Microsoft Project &amp; Portfolio Management's Pros and Cons?

**Pros:**

- Project Management (9 reviews)
- Ease of Use (7 reviews)
- Resource Management (7 reviews)
- Project Tracking (6 reviews)
- Easy Integration (3 reviews)

**Cons:**

- Limited Customization (5 reviews)
- High Complexity (4 reviews)
- Learning Curve (3 reviews)
- Project Management (3 reviews)
- Budgeting/Accounting Issues (2 reviews)

### 4. [ClickUp](https://www.g2.com/products/clickup/reviews)
  ClickUp is the world’s first Converged AI Workspace, bringing together all work apps, data, and workflows. ClickUp eliminates all forms of work sprawl to provide 100% context and a single place for humans and agents to work, together. Trusted by more than 20 million users worldwide, ClickUp is on a mission to maximize human productivity.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 11,876
**How Do G2 Users Rate ClickUp?**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10)
- **Optimization:** 8.5/10 (Category avg: 8.3/10)
- **Alignment:** 8.6/10 (Category avg: 8.5/10)
- **Performance:** 8.2/10 (Category avg: 8.6/10)

**Who Is the Company Behind ClickUp?**

- **Seller:** [ClickUp](https://www.g2.com/sellers/clickup)
- **Company Website:** https://ClickUp.com
- **Year Founded:** 2017
- **HQ Location:** San Diego, California
- **Twitter:** @clickup (68,893 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/12949663/ (1,543 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** CEO, Project Manager
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 77% Small-Business, 19% Mid-Market


#### What Are ClickUp's Pros and Cons?

**Pros:**

- Ease of Use (4222 reviews)
- Task Management (3221 reviews)
- Features (3118 reviews)
- Project Management (2788 reviews)
- Organization (2589 reviews)

**Cons:**

- Missing Features (2040 reviews)
- Learning Curve (1753 reviews)
- Limited Features (1334 reviews)
- Not Intuitive (1183 reviews)
- Slow Loading (1155 reviews)

### 5. [ServiceNow Strategic Portfolio Management](https://www.g2.com/products/servicenow-strategic-portfolio-management/reviews)
  ServiceNow Strategic Portfolio Management (SPM) is a comprehensive solution designed to align organizational strategies with business outcomes by integrating planning, execution, and delivery processes on a unified platform. It enables organizations to prioritize investments, optimize resources, and accelerate value delivery, ensuring that all initiatives are strategically aligned and effectively managed. Key Features and Functionality: - Portfolio Management: Provides complete visibility into project, program, and portfolio performance, allowing organizations to prioritize and align investments with strategic goals. - Demand Management: Captures, evaluates, and prioritizes demands across the organization, automating the intake process with workflows for assessment and approval. - Resource Management: Optimizes resource allocation with advanced planning and scheduling tools, monitoring utilization and capacity to ensure project success. - Financial Management: Tracks budgets, forecasts, and expenses to ensure financial alignment with business objectives, offering insights into portfolio ROI for informed decision-making. - Scenario Planning: Models and analyzes various scenarios to evaluate potential outcomes, enabling dynamic strategy adjustments based on real-time data and shifting priorities. - Roadmap Planning: Visualizes and communicates project timelines, dependencies, and milestones with intuitive roadmaps, aligning stakeholders with clear views of priorities and progress. - Risk and Compliance Management: Identifies, assesses, and mitigates risks across projects and portfolios, ensuring compliance with industry standards and organizational policies. - Integration with IT and Business Tools: Seamlessly integrates with ServiceNow ITSM, ITOM, and other business applications for unified operations. - Performance Analytics and Dashboards: Provides actionable insights with real-time dashboards and performance metrics, tracking key performance indicators (KPIs) to measure success and identify areas for improvement. - Collaboration and Workflows: Enables cross-functional collaboration with automated workflows and task management, facilitating updates and alignment among teams. Primary Value and Solutions Provided: ServiceNow SPM empowers organizations to make informed, data-driven decisions by providing real-time insights into project and portfolio performance. It ensures that all work is strategically aligned, resources are optimally utilized, and financial investments are effectively managed. By consolidating processes and increasing visibility on a single platform, SPM enhances efficiency, accelerates value delivery, and fosters cross-team collaboration. Ultimately, it enables organizations to achieve their strategic objectives with agility and precision, adapting to changing business needs and market dynamics.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 236
**How Do G2 Users Rate ServiceNow Strategic Portfolio Management?**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10)
- **Optimization:** 8.7/10 (Category avg: 8.3/10)
- **Alignment:** 8.8/10 (Category avg: 8.5/10)
- **Performance:** 8.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind ServiceNow Strategic Portfolio Management?**

- **Seller:** [ServiceNow](https://www.g2.com/sellers/servicenow)
- **Company Website:** https://www.servicenow.com/
- **Year Founded:** 2004
- **HQ Location:** Santa Clara, CA
- **Twitter:** @servicenow (54,866 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/29352/ (32,701 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** ServiceNow Developer
  - **Top Industries:** Information Technology and Services, Hospital &amp; Health Care
  - **Company Size:** 51% Enterprise, 25% Mid-Market


#### What Are ServiceNow Strategic Portfolio Management's Pros and Cons?

**Pros:**

- Project Management (37 reviews)
- Ease of Use (30 reviews)
- Visibility (23 reviews)
- Project Tracking (22 reviews)
- Features (18 reviews)

**Cons:**

- Learning Curve (24 reviews)
- Learning Difficulty (22 reviews)
- Not Intuitive (16 reviews)
- Overwhelming (14 reviews)
- Complexity (13 reviews)

### 6. [Quickbase](https://www.g2.com/products/quickbase/reviews)
  Quickbase is an AI-driven platform designed to help businesses streamline their operations by adapting to their unique workflows and processes. Unlike traditional off-the-shelf software, which often requires users to conform to predefined structures, Quickbase empowers organizations to create customized solutions that align with their specific needs. This flexibility is crucial for companies seeking to eliminate inefficiencies and reduce the burden of &#39;Gray Work&#39; - what we call the time-consuming tasks and manual processes that arise from using rigid software systems. The target audience for Quickbase includes businesses of all sizes across various industries that are looking to enhance their operational efficiency. Whether it&#39;s a 50 person small business or a large enterprise, organizations can benefit from a platform that allows them to connect disparate data sources, automate repetitive tasks, and scale their competitive advantages. Quickbase is particularly valuable for teams that rely on collaboration and data-driven decision-making, as it fosters an environment where information flows seamlessly and processes are optimized. Key features of Quickbase include its intuitive interface, which allows users to build custom applications without extensive coding knowledge. This user-friendly design enables teams to quickly adapt the platform to their specific workflows, ensuring that they can address unique challenges without the need for extensive IT support. Additionally, Quickbase offers powerful automation capabilities, allowing users to set up triggers and workflows that reduce manual effort and streamline operations. The platform also supports integration with various data sources, enabling businesses to consolidate their information and gain valuable insights. One of the standout benefits of Quickbase is its ability to scale with your business. As organizations grow and evolve, their processes often become more complex. Quickbase&#39;s adaptable nature ensures that users can modify their applications and workflows as needed, without the constraints typically associated with traditional software. This flexibility not only saves time but also fosters innovation, as teams can experiment with new processes and tools that enhance their productivity. By prioritizing user-centric design and adaptability, Quickbase stands out in the crowded landscape of business software solutions. It provides organizations with the tools they need to optimize their operations, reduce inefficiencies, and ultimately drive growth. With Quickbase, businesses can focus on what truly matters—leveraging their unique processes to gain a competitive edge in their respective markets.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 1,334
**How Do G2 Users Rate Quickbase?**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10)
- **Optimization:** 8.4/10 (Category avg: 8.3/10)
- **Alignment:** 8.4/10 (Category avg: 8.5/10)
- **Performance:** 8.6/10 (Category avg: 8.6/10)

**Who Is the Company Behind Quickbase?**

- **Seller:** [Quickbase](https://www.g2.com/sellers/quickbase)
- **Company Website:** https://quickbase.com/
- **Year Founded:** 2012
- **HQ Location:** Boston, MA
- **Twitter:** @quickbase (5,149 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2845325/ (858 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Project Manager, Project Coordinator
  - **Top Industries:** Construction, Information Technology and Services
  - **Company Size:** 43% Mid-Market, 32% Small-Business


#### What Are Quickbase's Pros and Cons?

**Pros:**

- Ease of Use (314 reviews)
- Customization (216 reviews)
- Customizability (182 reviews)
- Flexibility (156 reviews)
- Customization Options (146 reviews)

**Cons:**

- Learning Curve (121 reviews)
- Missing Features (93 reviews)
- Not Intuitive (91 reviews)
- Limited Features (90 reviews)
- Limited Customization (74 reviews)

### 7. [Celoxis](https://www.g2.com/products/celoxis/reviews)
  Celoxis is an all-in-one project management tool with deep, built-in capabilities for projects, resources, financials, and processes. Everything works out of the box, no add-ons or automations needed. Our reports and dashboards are the best in the industry, fully customizable and easy to use. Getting started is easy, our experts set everything up with your workflows and data and walk you through exactly how it works. Zero risk. Zero stress. Just results. Yes, and unlike others, it stays fast as your data grows.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 452
**How Do G2 Users Rate Celoxis?**

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10)
- **Optimization:** 9.0/10 (Category avg: 8.3/10)
- **Alignment:** 9.0/10 (Category avg: 8.5/10)
- **Performance:** 8.9/10 (Category avg: 8.6/10)

**Who Is the Company Behind Celoxis?**

- **Seller:** [Celoxis](https://www.g2.com/sellers/celoxis)
- **Company Website:** https://www.celoxis.com/
- **Year Founded:** 2001
- **HQ Location:** Pune, India
- **Twitter:** @celoxis (17,173 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2506502/ (64 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Project Manager, Software Engineer
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 51% Mid-Market, 36% Small-Business


#### What Are Celoxis's Pros and Cons?

**Pros:**

- Project Management (125 reviews)
- Project Tracking (104 reviews)
- Ease of Use (101 reviews)
- Time Tracking (68 reviews)
- Dashboard Features (58 reviews)

**Cons:**

- Learning Curve (92 reviews)
- Steep Learning Curve (57 reviews)
- Not Intuitive (53 reviews)
- Beginner Difficulty (48 reviews)
- Complex UI (39 reviews)

### 8. [Clarity](https://www.g2.com/products/broadcom-clarity/reviews)
  Speed up your digital transformation with Clarity, the leading investment planning solution for the enterprise. Instead of traditional project management, we help you unite the enterprise with strategic portfolio management (SPM), collaborative work management (CWM) and digital product management (DPM).


  **Average Rating:** 3.7/5.0
  **Total Reviews:** 85
**How Do G2 Users Rate Clarity?**

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10)
- **Optimization:** 9.2/10 (Category avg: 8.3/10)
- **Alignment:** 9.2/10 (Category avg: 8.5/10)
- **Performance:** 9.2/10 (Category avg: 8.6/10)

**Who Is the Company Behind Clarity?**

- **Seller:** [Broadcom](https://www.g2.com/sellers/broadcom-ab3091cd-4724-46a8-ac89-219d6bc8e166)
- **Year Founded:** 1991
- **HQ Location:** San Jose, CA
- **Twitter:** @broadcom (63,432 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/broadcom/ (55,707 employees on LinkedIn®)
- **Ownership:** NASDAQ: CA

**Who Uses This Product?**
  - **Top Industries:** Information Technology and Services, Hospital &amp; Health Care
  - **Company Size:** 75% Enterprise, 26% Mid-Market


#### What Are Clarity's Pros and Cons?

**Pros:**

- Customization (2 reviews)
- Ease of Use (2 reviews)
- Ease of Learning (1 reviews)
- Easy Integration (1 reviews)
- Efficiency (1 reviews)

**Cons:**

- Expensive (1 reviews)
- Learning Curve (1 reviews)
- Offline Limitations (1 reviews)
- Reporting Issues (1 reviews)
- Syncing Issues (1 reviews)

### 9. [Wrike](https://www.g2.com/products/wrike/reviews)
  Wrike is a comprehensive work management platform designed to help teams and organizations streamline their collaboration, project planning, and task execution. By centralizing all work-related activities in one accessible location, Wrike aims to simplify complex workflows, enhance productivity, and empower users to focus on their most impactful tasks. This platform caters to a diverse range of industries and team sizes, making it a versatile solution for any organization looking to improve its operational efficiency. The target audience for Wrike includes project managers, team leaders, and organizations of all sizes seeking to optimize their workflows. Whether in marketing, IT, or product development, teams can leverage Wrike&#39;s features to manage projects more effectively. Specific use cases encompass tracking project progress, assigning tasks, setting deadlines, and facilitating communication among team members. By providing a unified space for collaboration, Wrike helps eliminate silos and fosters a culture of transparency and accountability, which is crucial for successful project execution. Key features of Wrike include customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Users can create tailored workflows that align with their specific processes, ensuring that the platform adapts to their unique needs. The ability to visualize project timelines through Gantt charts and Kanban boards allows teams to monitor progress at a glance, making it easier to identify bottlenecks and adjust plans accordingly. Furthermore, Wrike&#39;s integration with popular tools such as Slack, Google Drive, and Microsoft Teams enhances its functionality, allowing users to work seamlessly across different applications and improving overall efficiency. The benefits of using Wrike extend beyond mere task management. By centralizing communication and documentation, teams can reduce the time spent on administrative tasks and focus on delivering results. The platform&#39;s scalability means that it can grow alongside an organization, accommodating increasing workloads and team expansions without compromising performance. With over 20,000 customers, including well-known brands like Estée Lauder and Siemens, Wrike has established itself as a reliable partner for organizations aiming to thrive in a competitive landscape, ensuring that teams can work smarter and achieve their goals more effectively.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 4,448
**How Do G2 Users Rate Wrike?**

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.1/10)
- **Optimization:** 7.9/10 (Category avg: 8.3/10)
- **Alignment:** 7.8/10 (Category avg: 8.5/10)
- **Performance:** 7.5/10 (Category avg: 8.6/10)

**Who Is the Company Behind Wrike?**

- **Seller:** [Wrike, Inc.](https://www.g2.com/sellers/wrike-inc)
- **Company Website:** https://www.wrike.com
- **Year Founded:** 2006
- **HQ Location:** San Diego, CA
- **Twitter:** @wrike (13,587 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/612239/ (1,254 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Project Manager, Marketing Manager
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 43% Mid-Market, 35% Small-Business


#### What Are Wrike's Pros and Cons?

**Pros:**

- Project Management (477 reviews)
- Team Collaboration (456 reviews)
- Task Management (450 reviews)
- Organization (383 reviews)
- Ease of Use (331 reviews)

**Cons:**

- Learning Curve (305 reviews)
- Not Intuitive (239 reviews)
- Missing Features (203 reviews)
- Limited Features (190 reviews)
- Complex Usability (171 reviews)

### 10. [Oracle Primavera](https://www.g2.com/products/oracle-primavera/reviews)
  For more than 30 years, successful projects around the world have relied on Oracle Construction and Engineering&#39;s Primavera solutions to plan, build, and operate critical assets. It is the only solution that integrates project and portfolio planning and delivery teams for planning, resourcing, risk mitigation, scheduling, and program management. Manage projects of any size. Robust and easy-to-use. Key Benefits - Cloud-based, delivering fast time to value - One platform for planning, prioritizing, executing, and monitoring projects and programs - Optimization and oversight of capital spend to maximize return and align with strategies - Enhanced risk mitigation; better visibility of project and portfolio health - Comprehensive, integrated planning - critical path method (CPM) and Lean scheduling, plus upstream portfolio planning and downstream risk mitigation - Total resource management – maintain optimal staffing levels to improve delivery efficiency - Collaboration and control across teams – drive efficiency and quality, reduce waste - Connect teams with access from any device, create and update activities and tasks, and view portfolios and files with offline support - Risk mitigation – avoid delays and cost overruns


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 340
**How Do G2 Users Rate Oracle Primavera?**

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10)
- **Optimization:** 8.4/10 (Category avg: 8.3/10)
- **Alignment:** 8.2/10 (Category avg: 8.5/10)
- **Performance:** 8.2/10 (Category avg: 8.6/10)

**Who Is the Company Behind Oracle Primavera?**

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle (828,328 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (199,301 employees on LinkedIn®)
- **Ownership:** NYSE:ORCL

**Who Uses This Product?**
  - **Who Uses This:** Planning Engineer, Project Manager
  - **Top Industries:** Construction, Oil &amp; Energy
  - **Company Size:** 38% Mid-Market, 37% Enterprise


#### What Are Oracle Primavera's Pros and Cons?

**Pros:**

- Project Management (2 reviews)
- Centralization (1 reviews)
- Comprehensive Coverage (1 reviews)
- Comprehensive Features (1 reviews)
- Organization (1 reviews)

**Cons:**

- Complex Setup (1 reviews)
- Cost Issues (1 reviews)
- Expensive (1 reviews)
- Limited Features (1 reviews)
- Limited Functionality (1 reviews)

### 11. [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 &amp; 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 &amp; resource planning – Plan ahead with live heatmaps and utilization forecasts - Time &amp; expense tracking – Log time with built-in timers and auto-populated timesheets - Cost &amp; profit forecasts – Understand margins with role or service-level insights - Billing &amp; invoicing – Automate time &amp; material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights &amp; 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:** 479
**How Do G2 Users Rate Scoro?**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10)
- **Optimization:** 8.6/10 (Category avg: 8.3/10)
- **Alignment:** 8.5/10 (Category avg: 8.5/10)
- **Performance:** 8.7/10 (Category avg: 8.6/10)

**Who Is the Company Behind Scoro?**

- **Seller:** [Scoro](https://www.g2.com/sellers/scoro)
- **Company Website:** https://www.scoro.com
- **Year Founded:** 2013
- **HQ Location:** London
- **Twitter:** @ScoroSoftware (8,216 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/294623/ (146 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-Business, 24% Mid-Market


#### What Are Scoro's Pros and Cons?

**Pros:**

- Ease of Use (55 reviews)
- Project Management (49 reviews)
- Project Tracking (44 reviews)
- Time Tracking (38 reviews)
- Task Management (35 reviews)

**Cons:**

- Learning Curve (28 reviews)
- Missing Features (13 reviews)
- Not Intuitive (13 reviews)
- Steep Learning Curve (12 reviews)
- Complexity (11 reviews)

### 12. [Planview Portfolios](https://www.g2.com/products/planview-portfolios/reviews)
  Planview Portfolios is an enterprise strategic portfolio management software solution that helps PMO leaders, portfolio managers, and project teams connect organizational strategy to day-to-day work delivery across programs, resources, and investment decisions from a single platform. Formerly known as Planview Enterprise One, it sits within the strategic portfolio management and project portfolio management software categories and is built for large organizations managing complex, cross-functional initiative portfolios across multiple business units and delivery methodologies simultaneously. For practitioners, the platform provides a structured environment where incoming demand can be evaluated against available capacity, work can be planned and tracked across waterfall, agile, and hybrid approaches, and financial performance can be monitored at both the project and portfolio level. Role-based dashboards surface relevant data to each user type — from team members logging time to portfolio leaders reviewing investment performance — without requiring manual report assembly. Key features practitioners interact with regularly include: • Demand and investment management tools that allow teams to collect project and program requests, score them against business objectives, and model prioritization decisions before resources are committed • Scenario planning and what-if analysis capabilities that let portfolio managers compare alternative staffing, timing, and funding configurations to assess trade-offs and adapt plans when strategic priorities shift • Hybrid work delivery support that accommodates waterfall project schedules, agile team planning, and lean portfolio management approaches within the same governance framework — reducing the need for separate tools across delivery teams • Integrated financial tracking including budgeting, forecasting, cost actuals, and agile costing that connect planned spend to actual delivery activity across the full portfolio • Embedded AI capabilities including natural language querying, automated workflow triggers, and sentiment analysis on project status updates that surface emerging risks and reduce manual oversight effort Planview Portfolios connects to enterprise systems including SAP, Salesforce, Workday, ServiceNow, and Microsoft tools, and includes more than 200 out-of-the-box reports and visualizations. Planview’s strategic portfolio management solution empowers enterprise PMOs, EPMOs, transformation leaders, and product portfolio organizations at organizations including FedEx, Dow Chemical, Endress+Hauser, and UPS to navigate their transformation journey, adapt with change, and accelerate on-strategy delivery.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 85
**How Do G2 Users Rate Planview Portfolios?**

- **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 9.1/10)
- **Optimization:** 9.3/10 (Category avg: 8.3/10)
- **Alignment:** 9.7/10 (Category avg: 8.5/10)
- **Performance:** 9.2/10 (Category avg: 8.6/10)

**Who Is the Company Behind Planview Portfolios?**

- **Seller:** [Planview](https://www.g2.com/sellers/planview)
- **Company Website:** https://www.planview.com
- **Year Founded:** 1989
- **HQ Location:** Austin, TX
- **Twitter:** @Planview (3,049 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/7268/ (1,868 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Information Technology and Services, Insurance
  - **Company Size:** 80% Enterprise, 25% Mid-Market


#### What Are Planview Portfolios's Pros and Cons?

**Pros:**

- Project Management (2 reviews)
- Project Tracking (2 reviews)
- Automation (1 reviews)
- Custom Fields (1 reviews)
- Customizability (1 reviews)

**Cons:**

- Learning Curve (1 reviews)
- Missing Features (1 reviews)
- Poor Design (1 reviews)
- Poor Layout Design (1 reviews)
- Poor UI (1 reviews)

### 13. [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews)
  Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&amp;D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Planview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. Built for (Nearly) Any Project Type Examples on projects include: - IT Portfolios - Business Projects - R&amp;D Programs - Professional Services Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Quick to Start, Ready to Adapt Start with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios. Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform&#39;s versatility makes it suitable for various industries, from technology and consulting to manufacturing and professional services. &quot;After successfully implementing core project and program management capabilities over the past few years, we&#39;ve built a solid foundation of data and processes. This positions us very well to leverage Gen AI and Planview Anvi to drive the next wave of transformation - enhancing productivity, accelerating adoption, and achieving higher levels of PPM maturity.&quot; – Estela Lauricella-Thota, Senior Director of Technology Transformation at Cognizant


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 519
**How Do G2 Users Rate Planview AdaptiveWork?**

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.1/10)
- **Optimization:** 8.1/10 (Category avg: 8.3/10)
- **Alignment:** 8.4/10 (Category avg: 8.5/10)
- **Performance:** 8.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Planview AdaptiveWork?**

- **Seller:** [Planview](https://www.g2.com/sellers/planview)
- **Company Website:** https://www.planview.com
- **Year Founded:** 1989
- **HQ Location:** Austin, TX
- **Twitter:** @Planview (3,049 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/7268/ (1,868 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Project Manager, Senior Project Manager
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 49% Mid-Market, 42% Enterprise


### 14. [IBM Targetprocess](https://www.g2.com/products/ibm-targetprocess/reviews)
  IBM Targetprocess, is a platform for enterprise agile planning (EAP) and strategic portfolio management (SPM) solutions that allows business and technology planners at all levels to dynamically plan and manage work, resources, investments, programs, and portfolios while ensuring continuous alignment to the enterprise strategy in a single source of truth. IBM Targetprocess is a platform for enterprise agile planning (EAP) and strategic portfolio management (SPM) solutions that allows business and technology planners at all levels to dynamically plan and manage work, resources, investments, programs, and portfolios while ensuring continuous alignment to the enterprise strategy in a single source of truth. The combination of flexible architecture and Solutions Library helps to ensure the fastest time to value for every solution. IBM Targetprocess integrates directly with the financial management platform to provide financial insights into labor allocations, labor capitalization, and labor forecasts to improve how a company measures, plans, and invests in their workforce. Solutions: IBM Targetprocess&#39; solutions-led strategy to make Enterprise Agile easier, allowing teams to take a building-block style approach to their agile transformation. Strategic planning solutions allow business leaders to capture strategy and OKRs in a single source of truth, and even update priorities with confidence that portfolio, product managers, and even autonomous Agile teams will see and align their work to the new priorities. Resource Management solutions allow portfolio and product teams to plan and forecast capacity and dynamically manage resources while minimizing risks and optimizing resource utilization. The Portfolio budgeting solutions enabled by IBM Targetprocess partners financial teams with product and portfolio managers to enable a shift to continuous product funding, and Program Management solutions ensure the successful execution of Agile programs across hybrid and strategic portfolios. Strategic Planning: Align work, labor, and investments to the strategic objectives of the business and maximize execution. • Capture and communicate corporate objectives in a persistent tool visible by the entire organization. • Link specific elements of execution to strategic objectives (i.e. initiatives, epics, features, teams, budgets, etc.). • View the split between Run-the-Business and Change-the-Business goals and pivot investments. • Easily track and view progress of strategic objectives. Portfolio Budgeting: Align with finance as you shift from annual funding of projects to continuous product funding. • View portfolio totals, actuals, OpEx, and CapEx, budgeted costs, and labor and non-labor costs in one place. • One source of truth to view portfolio budgets and their initiatives. • View the split between labor and non-labor actuals on a monthly basis. • Quickly change Funded costs and labor/non-labor costs in the initiative breakdown. Resource Management: Optimize resources, capacity, and demand to reduce risk and maximize utilization of headcount. • Monitor the impact of changes in real-time, with multiple views of reports to minimize inefficiency and overutilization. • Dashboards allow optimization of incoming demand against capacity. • Connect resource bill rates, team rates, and blended rates and utilization with automatic cost forecasting. Program Management: Digitize and automate quarterly business and program increment planning. • Seamlessly setup PI Planning with connected backlogs for Portfolio, Product, and Teams. • Visualize key metrics and flow of value with Flow metrics in a customizable dashboard. • Execute confidently by easily tracking progress in real-time, quickly identifying dependencies, and adapting to changes through the Program Board. Market Differentiators: - Flexible architecture: Targetprocess flexible architecture adapts to your organizations operating models – no matter how unique. - Time to value: Targetprocess Solutions Library minimizes administrative overhead and delivers rapid time to value for every solution. - Holistic financials: Targetprocess and IBM Apptio provide visibility to labor and non-labor costs for planning and managing investments.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 236
**How Do G2 Users Rate IBM Targetprocess?**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10)
- **Optimization:** 8.6/10 (Category avg: 8.3/10)
- **Alignment:** 8.4/10 (Category avg: 8.5/10)
- **Performance:** 8.4/10 (Category avg: 8.6/10)

**Who Is the Company Behind IBM Targetprocess?**

- **Seller:** [Apptio, an IBM Company](https://www.g2.com/sellers/apptio-an-ibm-company)
- **Year Founded:** 1996
- **HQ Location:** Bellevue, WA
- **Twitter:** @Apptio (9,677 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/apptio/ (1,330 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Software Developer
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 42% Mid-Market, 35% Small-Business


#### What Are IBM Targetprocess's Pros and Cons?

**Pros:**

- Visibility (6 reviews)
- Flexibility (5 reviews)
- Organization (4 reviews)
- Project Management (4 reviews)
- Team Collaboration (4 reviews)

**Cons:**

- Learning Curve (6 reviews)
- Learning Difficulty (4 reviews)
- Complexity (3 reviews)
- Difficult Navigation (3 reviews)
- Navigation Difficulty (3 reviews)

### 15. [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews)
  From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 171
**How Do G2 Users Rate Cloud Coach?**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Optimization:** 8.3/10 (Category avg: 8.3/10)
- **Alignment:** 8.1/10 (Category avg: 8.5/10)
- **Performance:** 8.6/10 (Category avg: 8.6/10)

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

- **Seller:** [Cloud Coach](https://www.g2.com/sellers/cloud-coach-43497685-2c64-4700-a4ec-dacdf7bf3c94)
- **Company Website:** https://www.cloudcoach.com
- **Year Founded:** 2005
- **HQ Location:** Fort Collins, Colorado
- **Twitter:** @cloudcoach (116 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2739348/ (44 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Project Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 54% Mid-Market, 31% Small-Business


#### What Are Cloud Coach's Pros and Cons?

**Pros:**

- Ease of Use (51 reviews)
- Project Management (44 reviews)
- Integrations (42 reviews)
- Easy Integration (33 reviews)
- Salesforce Integration (32 reviews)

**Cons:**

- Learning Curve (24 reviews)
- Complexity (20 reviews)
- Missing Features (15 reviews)
- Limited Customization (13 reviews)
- Complex Usability (12 reviews)

### 16. [SAP PPM](https://www.g2.com/products/sap-ppm/reviews)
  Control and innovate projects, processes, products, and services with tools to standardize project execution processes and reduce administrative burden.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 30
**How Do G2 Users Rate SAP PPM?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Optimization:** 9.0/10 (Category avg: 8.3/10)
- **Alignment:** 9.2/10 (Category avg: 8.5/10)
- **Performance:** 9.1/10 (Category avg: 8.6/10)

**Who Is the Company Behind SAP PPM?**

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP (297,228 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,341 employees on LinkedIn®)
- **Ownership:** NYSE:SAP

**Who Uses This Product?**
  - **Company Size:** 73% Enterprise, 30% Mid-Market


### 17. [Birdview](https://www.g2.com/products/birdview/reviews)
  Birdview is a comprehensive, full-cycle platform designed to assist organizations in planning, managing, and forecasting resources, finances, and projects in a unified environment. This solution provides total project visibility, enabling teams and clients to oversee their projects effectively, thereby fostering growth and promoting streamlined processes. Targeted at a diverse range of businesses, Birdview is particularly beneficial for organizations that handle multiple projects simultaneously. It offers customizable views and centralized data management, which allows users to maintain balanced workloads and adapt to evolving business needs. The platform&#39;s capabilities extend to precise financial management and budgeting, ensuring that organizations can keep their projects on track financially while optimizing resource allocation. Birdview features two distinct products tailored to meet varied client requirements. Birdview Project Management simplifies the lives of project managers by streamlining the entire project lifecycle, from intake and planning to execution and project accounting. This product is designed to enhance efficiency and control, allowing project managers to focus on delivering results rather than getting bogged down by administrative tasks. On the other hand, Birdview Professional Services is specifically crafted for service-oriented organizations, facilitating client project management and collaboration. This ensures smooth service delivery while also providing robust financial tracking capabilities. Each product is equipped with advanced features that provide control over every stage of the project. Business Intelligence (BI)-powered dashboards and reports enable data-driven decision-making, which is crucial for enhancing productivity, profitability, and overall efficiency. These tools allow organizations to visualize their project data in real-time, making it easier to identify trends, assess performance, and make informed adjustments as necessary. Furthermore, Birdview integrates seamlessly with over 5,000 applications, enhancing its utility in various organizational contexts. This extensive integration capability ensures that users can manage their projects more effectively, leveraging existing tools and systems to create a cohesive workflow. By providing a centralized platform that encompasses project management, financial oversight, and resource allocation, Birdview stands out as a versatile solution for organizations aiming to optimize their project management processes.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 391
**How Do G2 Users Rate Birdview?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)
- **Optimization:** 8.9/10 (Category avg: 8.3/10)
- **Alignment:** 8.7/10 (Category avg: 8.5/10)
- **Performance:** 8.6/10 (Category avg: 8.6/10)

**Who Is the Company Behind Birdview?**

- **Seller:** [Birdview PSA](https://www.g2.com/sellers/birdview-psa)
- **Company Website:** https://birdviewpsa.com/
- **Year Founded:** 2003
- **HQ Location:** Toronto
- **Twitter:** @birdviewpsa (1,198 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/birdviewpsa/ (35 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Project Manager
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 43% Mid-Market, 34% Small-Business


### 18. [TeamDynamix IT Service Management](https://www.g2.com/products/teamdynamix-it-service-management/reviews)
  TeamDynamix is a no-code cloud-based IT Service Management (ITSM) and Project Portfolio Management (PPM) platform with enterprise integration &amp; automation. Whether you are just starting out with ITIL or a best-in-class ITIL shop, the platform can easily be configured to adapt to your needs and methodology – without coding. We offer a full-service white glove implementation team so you do not need to contract with a third party. By providing white-glove service at a lower cost, we can help our customers get up and running quickly with key areas such as a self-service portal, knowledge base, IT asset management, change management, and automation. Using a no-code platform, customers will benefit from low admin overhead, and the ability to easily configure forms, fields, workflows, and automation without the need for technical resources. Easily spin up new applications for other groups such as HR, Marketing &amp; Facilities.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 62
**How Do G2 Users Rate TeamDynamix IT Service Management?**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.1/10)
- **Optimization:** 7.8/10 (Category avg: 8.3/10)
- **Alignment:** 7.2/10 (Category avg: 8.5/10)
- **Performance:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind TeamDynamix IT Service Management?**

- **Seller:** [TeamDynamix](https://www.g2.com/sellers/teamdynamix)
- **Year Founded:** 2001
- **HQ Location:** Columbus, Ohio
- **Twitter:** @TDXBuzz (1,049 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1494030/ (168 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Higher Education, Education Management
  - **Company Size:** 48% Enterprise, 40% Mid-Market


### 19. [OpenText Project and Portfolio Management (PPM)](https://www.g2.com/products/opentext-project-and-portfolio-management-ppm/reviews)
  Today&#39;s project management organization (PMO) struggles with time, cost, and resource management challenges, particularly visibility and data consolidation within the enterprise portfolio. Given these daily challenges, it is difficult for executives to see which projects and operational activities they should be working on to find out how much is left in their budget, to what capacity are resources being utilized, and how to align activities with business demands. HP&#39;s innovative Project and Portfolio Management (PPM) solution helps executives, project managers, resource managers and others to overcome these challenges by providing critical information in real-time to help them make the right investment decisions by standardizing, managing, and capturing the execution of project and operational activities and resources.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 24
**How Do G2 Users Rate OpenText Project and Portfolio Management (PPM)?**

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10)
- **Optimization:** 8.9/10 (Category avg: 8.3/10)
- **Alignment:** 8.9/10 (Category avg: 8.5/10)
- **Performance:** 8.9/10 (Category avg: 8.6/10)

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

- **Seller:** [OpenText](https://www.g2.com/sellers/opentext)
- **Year Founded:** 1991
- **HQ Location:** Waterloo, ON
- **Twitter:** @OpenText (21,574 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2709/ (23,339 employees on LinkedIn®)
- **Ownership:** NASDAQ:OTEX

**Who Uses This Product?**
  - **Top Industries:** Information Technology and Services
  - **Company Size:** 66% Enterprise, 21% Small-Business


### 20. [Planisware Enterprise](https://www.g2.com/products/planisware-planisware-enterprise/reviews)
  Software solution that supports the end-to-end governance of company portfolios, from finance and resource planning, to the life cycle management of products


  **Average Rating:** 3.9/5.0
  **Total Reviews:** 26
**How Do G2 Users Rate Planisware Enterprise?**

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.1/10)
- **Optimization:** 8.3/10 (Category avg: 8.3/10)
- **Alignment:** 8.3/10 (Category avg: 8.5/10)
- **Performance:** 6.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind Planisware Enterprise?**

- **Seller:** [Planisware](https://www.g2.com/sellers/planisware)
- **Year Founded:** 1996
- **HQ Location:** Châtillon
- **Twitter:** @Planisware (738 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/planisware (755 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Pharmaceuticals
  - **Company Size:** 96% Enterprise, 12% Mid-Market


#### What Are Planisware Enterprise's Pros and Cons?

**Pros:**

- Project Management (2 reviews)
- Customization (1 reviews)
- Ease of Use (1 reviews)
- Easy Management (1 reviews)
- Resource Management (1 reviews)

**Cons:**

- Expensive (1 reviews)
- Learning Curve (1 reviews)
- Limited Customization (1 reviews)
- Slow Loading (1 reviews)

### 21. [Planview ProjectAdvantage](https://www.g2.com/products/planview-projectadvantage/reviews)
  Planview® ProjectAdvantage (formerly Sciforma Vantage) is a project portfolio management (PPM) software solution that helps PMOs and delivery leaders plan, govern, and execute projects across the full lifecycle of portfolio management. The platform supports idea and demand intake, portfolio planning, project scheduling, resource management, team collaboration, financial tracking, and time capture within a single unified environment. ProjectAdvantage provides organizations with a structured system to manage large portfolios of concurrent initiatives while maintaining visibility into project progress, resource capacity, risks, and financial performance. By centralizing project data and standardizing delivery processes, teams can prioritize the right work, coordinate execution across projects, and deliver initiatives more predictably. The platform is designed to support organizations at different levels of PMO maturity. Smaller or developing PMOs can begin with core project planning and scheduling capabilities, while more mature organizations can leverage advanced portfolio governance, stage-gate workflows, and resource capacity planning to manage complex project portfolios at scale. Key features and capabilities include: • Idea and demand management with dynamic business case scoring, risk and benefit visualization, and budget-driven ranking tools that help teams evaluate and prioritize incoming project requests before resources are committed. • Portfolio planning and simulation including pipeline dashboards, portfolio health views, and scenario modeling capabilities that allow PMO leaders to evaluate trade-offs across competing projects, funding constraints, and resource availability. • Gantt-based project scheduling with support for critical path management, milestone tracking, work package structuring, cost and budget monitoring, and detailed project timeline control. • Resource management and capacity planning tools that provide visibility into role-based availability, team allocation across active and planned projects, and workload distribution to help organizations align delivery capacity with portfolio priorities. • Integrated time tracking that captures actual effort at the task level and feeds logged hours directly into financial tracking, project forecasting, and resource capacity planning. • AI-powered project intelligence that helps accelerate project planning and execution by suggesting deliverables during project initialization, identifying potential project risks based on project data, recommending updates to risk criticality as projects evolve, and enabling natural-language time entry directly from collaboration tools such as Microsoft Teams to reduce administrative overhead. Planview ProjectAdvantage is used by PMO leaders, project managers, and resource managers at mid-to-large organizations — including companies such as NXP Semiconductors, Schroders, and LISI AEROSPACE — that require a structured, scalable platform to manage high volumes of concurrent projects while aligning delivery capacity with portfolio priorities. ProjectAdvantage enables organizations to improve delivery predictability, optimize resource utilization, and execute complex project portfolios with greater visibility, governance, and control.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 45
**How Do G2 Users Rate Planview ProjectAdvantage?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)
- **Optimization:** 7.9/10 (Category avg: 8.3/10)
- **Alignment:** 8.0/10 (Category avg: 8.5/10)
- **Performance:** 8.2/10 (Category avg: 8.6/10)

**Who Is the Company Behind Planview ProjectAdvantage?**

- **Seller:** [Planview](https://www.g2.com/sellers/planview)
- **Company Website:** https://www.planview.com
- **Year Founded:** 1989
- **HQ Location:** Austin, TX
- **Twitter:** @Planview (3,049 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/7268/ (1,868 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Information Technology and Services
  - **Company Size:** 48% Mid-Market, 41% Enterprise


### 22. [Cora PPM](https://www.g2.com/products/cora-ppm/reviews)
  Cora PPM combines strategic functionality with execution functionality, helping you to make the right investment decisions. Cora PPM can act as the bedrock for delivering your transformation program. It will provide you with the strategic capabilities to optimize capacity, analyze scenarios, track benefits and keep all your stakeholders informed across the enterprise.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 50
**How Do G2 Users Rate Cora PPM?**

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.1/10)
- **Optimization:** 8.3/10 (Category avg: 8.3/10)
- **Alignment:** 8.7/10 (Category avg: 8.5/10)
- **Performance:** 8.5/10 (Category avg: 8.6/10)

**Who Is the Company Behind Cora PPM?**

- **Seller:** [Cora Systems](https://www.g2.com/sellers/cora-systems)
- **Year Founded:** 1999
- **HQ Location:** Carrick on Shannon, IE
- **Twitter:** @corasystems (1,011 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/cora-systems/ (189 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Project Manager
  - **Top Industries:** Construction, Mechanical or Industrial Engineering
  - **Company Size:** 50% Enterprise, 38% Mid-Market


### 23. [Proggio](https://www.g2.com/products/proggio/reviews)
  Proggio is a next-generation, adaptive project portfolio management solution for enterprises and mid-market companies. By bringing clarity and simplicity to project portfolio management, Proggio accelerates digital transformation in a segment that is primarily using spreadsheets and presentations. With its unique, adaptive solution, Proggio provides dynamic high-level views for executive managers, project managers, and other stakeholders. The solution was designed to quickly adapt to a change-driven environment, with an unprecedented level of user interface simplicity. Learn more at proggio.com.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 36
**How Do G2 Users Rate Proggio?**

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.1/10)
- **Optimization:** 8.1/10 (Category avg: 8.3/10)
- **Alignment:** 8.0/10 (Category avg: 8.5/10)
- **Performance:** 8.2/10 (Category avg: 8.6/10)

**Who Is the Company Behind Proggio?**

- **Seller:** [Proggio](https://www.g2.com/sellers/proggio-d7318611-5f6b-42b2-b3f2-61a9a168fe30)
- **Year Founded:** 2015
- **HQ Location:** Kfar Saba, Hasharon Distinct
- **Twitter:** @ProggioApp (409 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/17997454/ (28 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 53% Mid-Market, 28% Enterprise


### 24. [Project Portfolio Office (PPO)](https://www.g2.com/products/project-portfolio-office-ppo/reviews)
  Project Portfolio Office (PPO) helps small consultancies to global organisations achieve greater project success by implementing a simple to use, cloud based yet enterprise scalable project portfolio management application. With no long term contract, pre-configured solutions, free online trial &amp; learning videos you can be running your projects within 30 days.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 16
**How Do G2 Users Rate Project Portfolio Office (PPO)?**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10)
- **Optimization:** 8.3/10 (Category avg: 8.3/10)
- **Alignment:** 8.3/10 (Category avg: 8.5/10)
- **Performance:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind Project Portfolio Office (PPO)?**

- **Seller:** [Project Portfolio Office](https://www.g2.com/sellers/project-portfolio-office)
- **Year Founded:** 2005
- **HQ Location:** London, United Kingdom
- **Twitter:** @PPO (1,579 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/637053/ (19 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 59% Enterprise, 29% Mid-Market


#### What Are Project Portfolio Office (PPO)'s Pros and Cons?

**Pros:**

- Collaboration Focus (1 reviews)
- Customer Support (1 reviews)
- Efficiency (1 reviews)
- Filtering Features (1 reviews)
- Flexibility (1 reviews)

**Cons:**

- Learning Curve (1 reviews)
- Limited Functionality (1 reviews)
- Organization Difficulties (1 reviews)
- Time-Consumption (1 reviews)

### 25. [Planforge](https://www.g2.com/products/planforge/reviews)
  There is no single methodology that fits all needs. That is why the hybrid PPM software combines multiple execution approaches for different use cases: ● Traditional projects and programs (Waterfall) ● Agile and lean processes (Kanban, Scrum) ● Enterprise Agile Planning (SAFe). Available as cloud &amp; on-premises, Planforge adapts to your business processes — not the other way around. [FREE VERSION] Teams up to 4 users can use Planforge for free!


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 31
**How Do G2 Users Rate Planforge?**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Optimization:** 9.2/10 (Category avg: 8.3/10)
- **Alignment:** 5.8/10 (Category avg: 8.5/10)
- **Performance:** 10.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Planforge?**

- **Seller:** [Planforge](https://www.g2.com/sellers/planforge)
- **Year Founded:** 2005
- **HQ Location:** Raaba/Graz, Austria
- **Twitter:** @planforge_io (148 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5036996/ (11 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Consumer Services
  - **Company Size:** 106% Small-Business, 61% Mid-Market


#### What Are Planforge's Pros and Cons?

**Pros:**

- Budget Management (1 reviews)
- Financial Management (1 reviews)
- Navigation Ease (1 reviews)
- Project Management (1 reviews)
- Project Tracking (1 reviews)

**Cons:**

- Steep Learning Curve (1 reviews)


    ## What Is Project and Portfolio Management Software?
  [Project, Portfolio &amp; Program Management Software](https://www.g2.com/categories/project-portfolio-program-management)
  ## What Software Categories Are Similar to Project and Portfolio Management Software?
    - [Project Management Software](https://www.g2.com/categories/project-management)
    - [Work Management Software](https://www.g2.com/categories/work-management)
    - [Strategic Portfolio Management Software](https://www.g2.com/categories/strategic-portfolio-management)

  
---

## How Do You Choose the Right Project and Portfolio Management Software?

### What You Should Know About Project and Portfolio Management Software

### What is Project and Portfolio Management Software?

As opposed to project management software which focuses mostly on execution, project and portfolio management (PPM) software helps companies create and implement strategies for project portfolios. A portfolio is a mix of interrelated projects, meaning they have a similar scope and shared resources. For instance, an architecture, engineering, and construction (AEC) company may have three portfolios: one for architecture and design, another one for civil and industrial engineering projects, and a third for residential and commercial construction. Each portfolio may include dozens or hundreds of projects which need to be managed and monitored as a whole.

The high number of projects that are part of a portfolio makes it difficult for companies to plan, allocate resources, execute, and monitor performance. Typical project management software is used to manage individual projects but usually doesn’t include robust features for portfolio management.

Key Benefits of Project and Portfolio Management Software

- Customer experience and satisfaction are essential to companies focused on delivering projects. Customer loyalty is achieved only when the company constantly delivers good quality work at reasonable prices. Project quality is difficult to manage across multiple portfolios and PPM helps to address this challenge.
- Project and portfolio visibility allow stakeholders across the company as well as partners and customers to track milestones, deliverables, and identify potential issues. While tracking individual projects is relatively easy, only PPM software is able to monitor hundreds of projects simultaneously. Also, since the projects in a portfolio are interrelated, unexpected changes in one task may propagate across multiple projects and harm the entire portfolio.
- Tracking costs and profitability avoids unnecessary spending, compares estimated and actual costs, and provides insights on how to improve revenues. There are many costs related to project portfolios (resources, contractors, labor, etc.), and each one of them needs to be monitored closely. At the project level or for each task, the expenses may seem insignificant; but when analyzed by portfolio, they may accumulate into a noteworthy amount.
- Improves business agility and accelerates project delivery across a company or group of companies. Agility helps companies adapt to customer demand and market changes, and improved deliverability makes the business more efficient.

### Why Use Project and Portfolio Management Software?

The main benefit of PPM platforms is their ability to manage portfolios of numerous projects and maintain the relationships between them. This helps companies plan and execute dozens or hundreds of projects simultaneously. Additional benefits of PPM software include the following:

**Collaboration across projects and portfolios —** Collaboration between multiple teams and external stakeholders is difficult without robust software. PPM systems allow everyone involved in projects to communicate and share data without overwhelming them with unnecessary information.

**Analytics and performance —** Portfolios of projects are the main revenue driver for many professional services providers and their performance directly impacts profitability. It is therefore essential that companies use analytics to track portfolio performance, identify bottlenecks and risks, and find opportunities for improvement.

**Strategic alignment across the company —** Medium and large companies tend to be bureaucratic and rigid, negatively impacting the performance of the business. PPM provides features to define and monitor common goals which improves business alignment and company performance.

### Who Uses Project and Portfolio Management Software?

PPM software can be used by anyone in the company and even by external users such as partners and customers. It is therefore critical to clearly define user roles and access rights to protect intellectual property, confidential data, and the privacy of all the parties involved.

**Head of project management office (PMO) —** A PMO is a team or department within a company that defines and implements standards for project management. For large companies, PMO employees also need to create standards for project portfolios. Once created, the standards are enforced across the company to ensure compliance and communication with customers and partners. PPM standards need to be updated regularly to keep up with changing regulations. PMO teams also use PPM software to monitor how standards are implemented and take corrective actions when required.

**Project managers —** Project managers use PPM to plan and execute projects that are part of various portfolios. They also need to ensure that everyone working on a project follows the standards defined by the PMO department. Project managers also use PPM to maintain direct communications with customers, identify risks, and escalate issues to managers and executives.

**Executives —** Managers and executives benefit from data analysis, reporting, and dashboards that provide information on the status of projects, associated costs, risks, and compliance. Data is also used to identify how to optimize portfolios as well as new business opportunities. Also, historical project portfolio information is the starting point of any budgeting and forecasting activity.

**Partners and contractors —** Large portfolios of projects often require the involvement of third-party companies, vendors, suppliers, and independent contractors. Companies are also partnering with freelancers increasingly when it is too expensive to hire and train employees for tasks that aren’t critical for project success. All these external stakeholders need to access project and portfolio information, ideally through a portal rather than documents and spreadsheets. Companies need to be careful to protect their intellectual property and customers’ privacy when sharing data externally.

### Kinds of Project and Portfolio Management Software

There aren’t many PPM solutions available in the market and buyers only have a few delivery options to choose from.

**Best of breed —** Refers to a single integrated solution that delivers all functionality to manage portfolios and associated projects. While all best-of-breed PPM software delivers robust portfolio features, the level of support for project and resource management varies significantly from one product to another.

**Suites —** Includes multiple products, one of which focuses on portfolio management. The other products may be used for resource and project management. Companies may choose between buying and using all products together or separately. A PPM suite is advantageous because it provides comprehensive features and a single repository of project portfolio data.

**Point solutions —** Such solutions focus on creating and monitoring portfolios and do not include robust features for project management. Integration with project management software is therefore critical to plan and execute projects. It is also important to integrate with project cost management software when this type of functionality isn’t provided. Point solutions for PPM are beneficial for small and medium-sized businesses (SMBs) and small teams of large companies.

**Industry-specific PPM —** Includes best practices for complex industries such as energy, aerospace and defense, or for government contractors. This type of software ensures compliance with regulations and industry standards which isn’t always the case for most PPM products.

### Project and Portfolio Management Software Features

PPM is more than advanced project management. Its focus is to identify business opportunities, match them with projects and portfolios, and ensure that the company adjusts its portfolios based on market changes.

**Portfolio management and monitoring —** Project portfolios are defined based on customer demand and the ability of the company to deliver projects. Since demand changes constantly, portfolios need to be updated to stay relevant. Changes to a portfolio may also be triggered by executive decisions to provide new services or discontinue unprofitable offerings.

**Resource planning and allocation —** Capacity planning allows users to identify which resources are available and when. This type of functionality is also leveraged to reallocate resources based on unexpected changes. Any changes must be reflected across the entire project portfolio so that everyone gets a clear picture of their work.

**Project management and execution —** Traditional project management software is used to execute individual projects, while PPM allows for the planning and management of portfolios. Ideally, PPM should provide functionality for both project and portfolio management. Project tasks, deadlines, and resources should be consolidated by portfolio.

**Project and portfolio risk —** Project risks tend to increase for complex projects and portfolios. PPM identifies and mitigates risk at the portfolio and project level. While some risks are preventable, others may occur unexpectedly, which is why companies define and implement corrective actions.

**Collaboration —** Collaboration features vary from simple chat to advanced document management and authoring. For portfolio management, collaboration should allow internal and external users to communicate and share information at each stage of the project. Executives and the PMO team need to work together on defining and aligning business strategies, or on creating budgets and forecasting finances.

**Financial analysis —** While PPM does not include accounting features, it provides options to create budgets and monitor project costs. The cost of the resources used to deliver projects represents the majority of the spending on professional services companies. Other costs are expenses for travel and consumables as well as indirect costs for utilities or administration. All these costs need to be allocated to projects and portfolios and analyzed by each team and business unit.

Other Features of Project and Portfolio Management Software: [Alignment Capabilities](https://www.g2.com/categories/project-and-portfolio-management/f/alignment), [Lean Management](https://www.g2.com/categories/project-and-portfolio-management/f/lean-management), [Performance](https://www.g2.com/categories/project-and-portfolio-management/f/performance), [Portfolio Mix](https://www.g2.com/categories/project-and-portfolio-management/f/portfolio-mix), [Priorities Capabilities](https://www.g2.com/categories/project-and-portfolio-management/f/priorities), [Risk Analysis](https://www.g2.com/categories/project-and-portfolio-management/f/risk-analysis)

#### Additional Project and Portfolio Management Features

[**Project portfolio optimization**](https://www.g2.com/categories/project-and-portfolio-management/f/optimization) **—** Like any other product or service, a project portfolio has a lifecycle that starts with inception, followed by testing, deployment, maturity, and ends with obsolescence. To remain competitive, a business should constantly evaluate and improve its portfolios. Even though the main goal is to achieve maximum profitability, decision makers also need to take into account market changes and socio-economic challenges such as automation or climate change.

### Trends Related to Project and Portfolio Management Software

**Cloud —** Most PPM products were developed decades ago and are delivered both on premises and in the cloud. While the cloud is gaining traction in the market, many enterprise companies still host and manage the product on their premises. Cloud-native PPM software is mostly used by medium-sized companies that prefer not to invest in hardware and specialized IT personnel.

**Work management —** Work management refers to the evolution of project management software to expand outside of its traditional reach. This is done by providing features for employees who are not project managers but are involved in projects. The lines between work management, PPM, and project management are very blurry, so buyers need to be careful when choosing between them. Work management software is rarely a good alternative to PPM because it lacks features for portfolio management but it provides important additional features such as advanced collaboration.

**Automation —** Intelligent technologies such as artificial intelligence (AI) or robots have the potential to automate many of the tasks performed using PPM software. At the same time, this type of technology isn’t yet ready to define and monitor business strategies. While project management and execution are very likely to be automated, human involvement will still be essential for portfolio management.

**Globalization —** Since PPM is used by enterprise companies with multiple geographical locations, the software should be supported in countries all over the world. This means that PPM needs to comply with a multitude of national and international privacy laws and provide multilingual and multicurrency support. Furthermore, integration with [video conferencing](https://www.g2.com/categories/video-conferencing) and [team collaboration](https://www.g2.com/categories/team-collaboration) software is needed to allow global teams to work together.

### Potential Issues with Project and Portfolio Management Software

**Complexity —** PPM includes many features and functions which are be delivered as one single product or as a suite of multiple solutions. As vendors acquired multiple products and tried to integrate them, the result was sometimes a system with inconsistent user experience and complicated workflows.

**Cost —** Due to its complexity, PPM software isn’t as affordable as project management. While the new cloud solutions are more accessible, there are extra costs for configuration or customization as well as professional services such as implementation and change management.

**Compliance —** Companies using PPM need to ensure that they comply with project management standards as well as regulations to protect privacy and prevent financial fraud.

**Flexibility —** While companies using PPM require robust and advanced features, they also need flexible systems that have the potential to adapt to their business. To address this challenge, vendors are trying to offer configurable user interfaces and the ability to modify workflows without disrupting work.

### Software and Services Related to Project and Portfolio Management Software

PPM doesn’t include features for front and back office such as accounting or CRM, which are usually provided through integration.

[**Project management**](https://www.g2.com/categories/project-management) **—** While PPM usually includes features for project management, they may not always be robust enough and companies may choose to buy separate software to manage projects. Also, deploying PPM in multiple locations is difficult and costly, which is why some teams or departments choose to use project management software instead and integrate it with PPM.

[**Professional services automation (PSA)**](https://www.g2.com/categories/professional-services-automation) **—** PSA software doesn’t always include portfolio management functionality, therefore companies that use PSA and PPM need to integrate the two solutions. There are only a few PPM suites that may also be used for front office and back office operations in professional services.

[**Strategic planning**](https://www.g2.com/categories/strategic-planning) **—** While PPM manages the strategic project and portfolio planning, it doesn’t always cover the other departments of a company, from sales and marketing to finance and IT. Strategic planning software aligns all teams to ensure that they have common goals and follow corporate strategic plans.

[**Process automation**](https://www.g2.com/categories/process-automation) **—** While PPM provides features for workflow management, managing complex business activities may require integration with [business process management](https://www.g2.com/categories/business-process-management) software. Also, companies that want to automate repetitive tasks benefit from using [robotic process automation (RPA)](https://www.g2.com/categories/robotic-process-automation-rpa) software.



    
