Our Top Picks

Accelologo(1)
Accelo
  • Web-based and mobile app deployment
  • Milestone, time and expense tracking
  • Collaboration tools
Accelo’s focus is on small businesses, particularly those in the professional service sector. It provides an operational cloud-based support platform and gives clients the option to select products on a modular basis or opt for an all-in-one integrated package. The firm offers a 14-day trial with access to all features.

Its PPM software offering covers all the core and supplemental feature categories highlighted in this assessment and is accessible via mobile apps. Users have the ability to access real-time data insights into the progress and status of milestones, workloads and budgets. Accelo aims to streamline and automate everyday repeatable processes and has a number of integrations with leading providers like Slack, Salesforce and JIRA. A plus is the inclusion of a client portal that allows for the submission and monitoring of requests and issues. However, some of the automated capabilities are only available via premium subscriptions. A minimum of 3 users is required for all of Accelo’s product subscription options.

Pros & Cons

Pros

  • Mobile app on both Android and iOS platforms
  • Automated time tracking
  • Integrations with leading platforms

Cons

  • All pricing plans require a minimum of 3 users

Summary

  • Starting Price
    • $39users/month for Projects, Sales, Retainers, Service
    • $79/users/month All-in-One ServOps
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web-based and mobile app deployment
  • Milestone, time and expense tracking
  • Collaboration tools
Bubble-Innovator
Bubble Innovator
  • Web-based deployment
  • Tracking capabilities
  • Collaboration capabilities
Bubble Innovator has been in the project portfolio management space since 1999, starting as consultants and evolving to incorporate a homegrown software offering. The firm focuses on creating intuitive, easy-to-use software, and its PPM application has high rates of user adoption. Bubble Innovator’s offering is also highly configurable, with the ability to adapt to clients’ existing processes and workflows.

The software program is only offered via the web. Customer support is available via both email and phone. While the application has both tracking capabilities and collaboration tools, it does not offer any integrations. Bubble Innovator’s software provides real-time data and automated reporting tools, increasing productivity and time savings. With a demo but no free trial available, interested companies will have a harder time getting a good handle on what’s available, how it all works together and what the typical experience may be for a user.

Pros & Cons

Pros

  • Intuitive and easy to use
  • Highly customizable

Cons

  • No free trial (demo only)
  • No integrations

Summary

Bubble-Innovator
Bubble Innovator
  • Starting Price
    • not provided
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    No
Features
  • Web-based deployment
  • Tracking capabilities
  • Collaboration capabilities
BVDash
BVDash
  • Web, mobile and desktop deployment
  • Essential PPM capabilities
  • Reporting
One of only three vendors on the list with a comprehensive deployment offering, BVDash allows users to access its software solution via web, desktop and mobile apps. The application was designed with large companies in mind but is also popular with smaller organizations. The firm values customer experience and overall satisfaction and aims to create easy-to-use tools based on reliable, live data.

The platform focuses on efficiency of communication, with real-time updates, a smart communication tool and attractive at-a-glance views of important project information including status, issues, schedules and budgets. Core project portfolio management software capabilities are covered by BVDash; however, one nice-to-have feature missing from the application is a resource management tool. Customer support via both email and phone is available.

Pros & Cons

Pros

  • One-click communication tool
  • Comprehensive deployment offering

Cons

  • No resource management tool

Summary

  • Starting Price
    • $9.50/user/month
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web, mobile and desktop deployment
  • Essential PPM capabilities
  • Reporting
Changepoint
Changepoint
  • Web-based deployment
  • Core and recommended PPM features
  • Email, phone and live customer support
Changepoint offers software solutions for several project-related functions including project portfolio management. The firm prioritizes customer experience and demonstrates this philosophy by providing three customer support teams, each servicing a different area: initial deployment and integration, ongoing relationship management, and product requests and troubleshooting. Its PPM application is designed to be both flexible and configurable so that clients can continue using their current processes but are able to easily make changes to the system as their business processes evolve.

The firm’s platform is web-based and checks all the boxes for essential capabilities, as well as recommended ones like reporting and resource management. Changepoint is one of a handful of providers on this list to offer live support in addition to email and phone options. While a demo is offered, no free trial is available, so interested individuals won’t be able to try out the software for themselves.

Pros & Cons

Pros

  • Highly customizable
  • Extensive customer support options

Cons

  • No free trial (demo only)

Summary

Changepoint
Changepoint
  • Starting Price
    • not provided
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web-based deployment
  • Core and recommended PPM features
  • Email, phone and live customer support
Clarizen
Clarizen
  • Web-based and mobile app deployment
  • Email, phone and live customer support
  • Core and recommended PPM features
Founded in 2006, Clarizen’s project portfolio management software offering is cloud-based but is also available via mobile apps. The firm aspires to give its customers a more engaged and collaborative experience. With this in mind, the system is designed to be intuitive and has a high degree of customization. A related area of focus is creating efficiency and time savings for users. With a global client base, the product is available in 9 languages.

Clarizen’s system is highly configurable, allowing the system to grow with its clients’ businesses. Custom workflows can be automated, and user interface layouts can be adapted at different viewing levels. The program performs well in terms of capability offerings, with reporting and capacity planning functionality in addition to the key tracking, collaboration and integration elements. Collaboration tools can be used not only for internal communication but also for external stakeholder exchanges. Clarizen assists its clients via live support, email and phone.

Pros & Cons

Pros

  • Highly configurable
  • Intuitive
  • Extended trial period

Cons

  • Highest per user monthly price on this list

Summary

Clarizen
Clarizen
  • Starting Price
    • $45/user/month
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web-based and mobile app deployment
  • Email, phone and live customer support
  • Core and recommended PPM features
Easy-Projects
Easy Projects
  • Web-based, mobile app and Windows desktop deployment
  • Core and recommended PPM features
  • Email and phone customer support
Initially based on an internal project portfolio management solution, Easy Projects officially launched to customers in 2005. Simplifying and streamlining project work is a core tenet, and integration is possible with more than 2000 partner tools, including Adobe, Zendesk and Outlook. The application includes portfolio analysis and optimization functions as well as workflow automation capabilities.

A web-based solution, Easy Projects is accessible via mobile apps (Android and IOS) and can also be installed on Windows desktops. Support options include email and phone, and the platform includes a client portal. It delivers all the core functionality that a PPM software product should, as well as providing reporting and resource management features. The firm offers several pricing alternatives based on the complexity of a firm’s business model and processes for projects, including a tier for professional services organizations.

Pros & Cons

Pros

  • Integrations with leading platforms
  • Extended trial period

Cons

  • No Mac desktop installation option

Summary

Easy-Projects
Easy Projects
  • Starting Price
    • $24/user/month for Team
    • Custom for Enterprise
    • Custom for Easy Projects Professional Services
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web-based, mobile app and Windows desktop deployment
  • Core and recommended PPM features
  • Email and phone customer support
GanttPRO
GanttPRO
  • Web-based deployment
  • Email, phone and live customer support
  • Core and recommended PPM features
The PPM product offering by GanttPRO emphasizes ease of use, with the company highlighting that seven minutes is all it takes to prepare a beginner to start using the system. Planning templates are included, which helps new users get up and running quickly. Existing users who find themselves working on similar project types and employing the same plans repeatedly can save time by creating their own templates. The system’s collaboration tools allow for clear communication about accountability and timelines, and project information can easily be shared with clients.

The GanttPRO solution is web-based and supplies users with the must-have PPM functionalities as well as the nice-to-have ones. Three channels of customer support are available: live support, email and phone. The company understands that data security is top of mind for many individuals and companies and, consequently, provides high levels of data protection. Integrations with partner applications are available and are supplemented by APIs.

Pros & Cons

Pros

  • Ease of use
  • Extensive customer support options

Cons

  • No mobile app deployment option

Summary

GanttPRO
GanttPRO
  • Starting Price
    • $15/user/month for Individual
    • $6.50/user/month for Team
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web-based deployment
  • Email, phone and live customer support
  • Core and recommended PPM features
Liquid-Planner Logo
Liquid Planner
  • Web-based and mobile app deployment
  • Email and phone customer support
  • Core and recommended PPM features
Offering a unique predictive component, LiquidPlanner’s project portfolio management software platform aims to automatically calculate project timelines, freeing up time to complete other project tasks and improving delivery estimates. The system also captures daily project plan snapshots, allowing for comparisons to any past date and providing users with greater info about delays or project changes.

Users can access the application via web and on mobile devices (Android and IOS). Core elements like tracking and collaboration tools are included. There are a small number of pre-built integrations, and developers can build additional integrations using APIs. Analytics are available through reports and dashboards, while resource management functionality leverages an automated framework. Clients can reach LiquidPlanner’s support personnel via email or phone.

Pros & Cons

Pros

  • Predictive planning functions

Cons

  • Highest per-user monthly price

Summary

Liquid-Planner Logo
Liquid Planner
  • Starting Price
    • $45/user/month
    • Custom for Enterprise
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web-based and mobile app deployment
  • Email and phone customer support
  • Core and recommended PPM features
Mavenlink
Mavenlin
  • Web-based deployment
  • Core and recommended PPM features
  • Email, phone and live customer support
Mavenlink aims to provide operational automation for professional services businesses. Its software suite encompasses the areas of capacity planning, project management, collaboration, accounting and analytics. Combining the data from these functional areas gives client firms better insights at a holistic level, helping them make the necessary strategic calls.

The application is web-based, and the firm adheres to high levels of compliance for data security. Mavenlink includes pre-built integrations with tools like Xero, Google Apps and Salesforce, while custom integrations can be built via APIs. It offers a robust customer service platform, with support personnel available via live support, phone and email.

Pros & Cons

Pros

  • Ease of use
  • Extensive customer support options

Cons

  • Resource planning available only at higher price points
  • No mobile app deployment option

Summary

Mavenlink
Mavenlin
  • Starting Price
    • $19.99/month for Teams
    • $39.99/user/month for Professional
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web-based deployment
  • Core and recommended PPM features
  • Email, phone and live customer support
Monday
monday.com
  • Web, mobile and desktop deployment
  • Core and recommended PPM features
  • Email and live customer support
The project portfolio management software offering from monday.com focuses on visually appealing information displays and low barriers to adoption. The application includes tracking capabilities, collaboration tools and pre-built integrations, as well as the option of adding custom integrations via Zapier. Clients can also build their own monday.com apps. Reporting and capacity planning tools are also available.

Users can get a running start on this software solution by selecting from the pre-built customizable templates. Additionally, customers can quickly build out and change their views using the system’s drag-and-drop components. The monday.com software package is web-based and accessible via mobile apps but can also be installed on Mac and Windows desktops. Partner integrations include leading vendors like Zoom, Stripe and Mailchimp. Users can also take advantage of monday.com’s workflow automation capabilities to streamline processes. Customer support is available via email and live support.

Pros & Cons

Pros

  • Comprehensive deployment offering
  • Low barrier to adoption
  • Integrations with leading platforms

Cons

  • Full features available only at higher price points

Summary

Monday
monday.com
  • Starting Price
    • $8/user/month for Basic
    • $10/user/month for Standard $16/user/month for Pro
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web, mobile and desktop deployment
  • Core and recommended PPM features
  • Email and live customer support
Planview
Planview
  • Web-based deployment
  • Core and recommended PPM features
  • Email and phone customer support
The PPM software suite from Planview consists of two products: Planview PPM Pro and Planview Enterprise One. The firm aims to support the evolving philosophies about project portfolio management and work methods that the industry is seeing. Offering insights that start with the idea inception stage and follow through to delivery, its software is designed to create a more efficient and effective end-to-end process.

The platform delivers on the core functionalities with tracking and collaboration features as well as integrations with partner products like Azure DevOps. Planview has built out its solution to benefit client organizations that are reassessing their workstyles and approaches to project work. This includes elements such as capacity planning and workflow automation tools that suit waterfall, Agile or lean work styles, or even hybrids of these. Planview’s resource management function allows users to see workloads and availability across multiple views, including at the individual project or enterprise level. Deployment of the application is offered over the web, with customer support delivered via email or phone.

Pros & Cons

Pros

  • Support for waterfall, Agile and hybrid work methods
  • Robust feature offering

Cons

  • No free trial

Summary

Planview
Planview
  • Starting Price
    • not provided
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web-based deployment
  • Core and recommended PPM features
  • Email and phone customer support
RationalPlan
RationalPlan
  • Web and desktop deployment
  • Milestones, time and expense tracking
  • Collaboration tools
The solution created by RationalPlan fulfills the role of an easy-to-use tool that does a good job of covering primary PPM features. The firm aims to make the project delivery process across an organization more efficient but also more consistent. Gantt charts and task management tools allow users to monitor progress towards milestones, while concurrent collaboration capability means multiple team members can work on the same task at the same time (though permission rights will restrict access accordingly).

RationalPlan’s software is available via a web-based deployment or as a desktop installation (Mac or Windows). The application offers reporting and resource management features and integration with Microsoft Project files. As a nod towards evolving work management methods, the package provides users with a Kanban board.

Pros & Cons

Pros

  • Lowest per-user monthly price
  • Ease of use

Cons

  • Integration with Microsoft Project only

Summary

RationalPlan
RationalPlan
  • Starting Price
    • $4/user/month
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web and desktop deployment
  • Milestones, time and expense tracking
  • Collaboration tools
Sciforma
Sciforma
  • Web-based and Windows desktop deployment
  • Core and recommended PPM features
  • Email and phone customer support
With more than 30 years in the project management space, Sciforma aspires to provide an intuitive PPM solution that can be easily adopted right from the get-go. The platform has the vital functions for project management, such as timeline and milestones tracking, as well as collaboration tools. The application is scalable, and the offering covers multiple aspects of data and delivery security, including environment access, data encryption, data backup and vulnerability monitoring.

The system gives users high-level overviews via a health score, while what-if scenarios can be created for comparison purposes to aid in strategic decision-making. Time savings can be achieved via Sciforma’s automation of workflows, time management and other portfolio management tasks. The software is also able to support three different work methods: Agile, waterfall and critical chain project management. The product is deployed via the web and is also available as a Windows desktop installation. Support for customers is delivered by email and phone.

Pros & Cons

Pros

  • Extended trial period

Cons

  • No Mac desktop installation option

Summary

Sciforma
Sciforma
  • Starting Price
    • $17/user/month
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web-based and Windows desktop deployment
  • Core and recommended PPM features
  • Email and phone customer support
Scoro
Scoro
  • High-level project overview
  • Profitability tracking
  • Task automation
Scoro makes it easy to manage all your projects. It allows you to view your projects on a single customizable dashboard, and there are visualization elements that will help you keep track of progress as well.

This solution can also save you a lot of time, as Scoro offers features such as project templates and dynamic reports that automate common project portfolio management tasks.

Pros & Cons

Pros

  • Feature-rich project management software
  • Over 1,000 integrations available

Cons

  • Must pay for at least five users

Summary

  • Starting Price
    • $26/user/month
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • High-level project overview
  • Profitability tracking
  • Task automation
WorkOtter
WorkOtter
  • Web-based and mobile app deployment
  • Core and recommended PPM features
  • Email, phone and live customer support
WorkOtter has been in the project portfolio management software business since 1998. Its aim is to offer a simple and affordable PPM product. It prioritizes the customer and has made a serious effort to provide a highly usable system. WorkOtter has the basic PPM components covered, providing users with customizable dashboards that show users status and progress on milestones, timelines and budget. Integrations can be built via APIs, and both resource planning and reporting functions are included. Planning can be done using multiple methods or styles that fall under either the Agile or waterfall umbrellas.

Portfolio level what-if analysis and multiple options for resource forecasting are meaningful bonus functions. Flexible features include role-specific dashboards, ad-hoc reporting and the ability to place projects in multiple programs and portfolios. The application is web-based and also available to users via mobile apps (Android and IOS). Customer support is robust, with live support as well as email and phone options.

Pros & Cons

Pros

  • Ease of use
  • Extensive customer support options

Cons

  • Minimum of 10 total licenses required

Summary

WorkOtter
WorkOtter
  • Starting Price
    • $35/user/month
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web-based and mobile app deployment
  • Core and recommended PPM features
  • Email, phone and live customer support
Wrike
Wrike
  • Web, mobile and desktop deployment
  • Core and recommended PPM features
  • Email and live customer support
Wrike was founded in 2006 and now has clients and offices located globally. The firm focuses on helping customers achieve greater productivity and efficiency via its PPM software platform. Wrike offers project management tools so users can monitor timelines, milestones and expenses. Collaboration elements keep team members up to date on changes and actionable items, while built-in features for review and approval save time and reduce the need for meetings. Functionality to automate workflows is included and can be done at the team level. Users can customize their interface via drag-and-drop components and can access multiple view types, such as Gantt charts and Kanban boards, for progress and status updates.

The application is web-based and is accessible using mobile apps as well. Windows or Mac desktop installations are also an option. Wrike has a fairly extensive list of integration partners, including leading providers like Tableau, JIRA and Salesforce. Customer support is delivered via email and live support.

Pros & Cons

Pros

  • Free basic plan for up to 5 users
  • Integrations with leading providers

Cons

  • A number of desirable features are available only with paid and higher price point subscriptions

Summary

  • Starting Price
    • Free for 5 users
    • $9.80/user/month for Professional
    • $24.80/user/month for Business
    • Custom for Enterprise
  • Milestone Tracking
    Yes
  • Time Tracking
    Yes
  • Expense Tracking
    Yes
  • Collaboration Tools
    Yes
  • Integrations
    Yes
Features
  • Web, mobile and desktop deployment
  • Core and recommended PPM features
  • Email and live customer support

How We Chose the Best Project Portfolio Management Software

Overseeing a portfolio of projects calls for keeping a close eye on data such as requirements, budgets and timelines, from multiple sources and at varying levels of detail. At the same time, it’s vital to stay on top of the needs and input from stakeholders, many of whom have significantly different perspectives on the work. Project portfolio management software allows for the consolidation of information across projects and provides users with higher-level views for strategic decision-making. A number of PPM offerings exist with a range of features and services. To help you narrow down the field, we assessed the alternatives using three key criteria:

Tracking Features

It’s essential for PPM software to be able to show where you are, where you’re headed and where you want to be. So we focused on offerings that give you the ability to track progress and status regarding milestones, time and expenses.

Collaboration Tools

Projects connect people from different business areas, bringing together a diverse mix of knowledge, skills and experiences. Effective data sharing, development and analysis among team members can be crucial for success. A strong project portfolio management software system will include tools that allow for user collaboration.

Integrations

A great deal of valuable information flows into and out of projects. The transfer, storage, accessibility and availability of that data is useful not only to individuals working directly on those projects but also to their teams and other support functions. The best options will have prebuilt integrations for other applications that are often used together with PPM software, such as workflow, file storage and communication programs.

What Is Project Portfolio Management Software?

Project portfolio management software applications help users with the planning, organization and management of a portfolio of projects. PPM software programs offer tools that allow users the flexibility to view, report on and analyze project data from different perspectives. The range of specific capabilities and options can vary to a large degree, so taking the time to understand and identify your company’s needs, as well as what your teams can manage, will help guide your choice. A few factors for smaller businesses to keep in mind include:

  • Scalability: Whether you’re looking at price or features, it’s important to consider how or if a software application can scale with you.
  • Features: While a long list can appear very attractive, it may also mean an extensive (and sometimes overwhelming) learning curve. Extra features may also require greater effort and time for setup, as well as ongoing internal support.
  • Customer support: Most, if not all, vendors will have some type of customer service plan, but that can range from an email address monitored during business hours to 24/7 phone availability. The right service model has to meet your operational goals.

Benefits of Project Portfolio Management Software

A single project will have many moving pieces including project team members, other stakeholders, data, timelines, requirements and budgets. Getting a comprehensive view, whether of a limited portfolio or of all project work across a business, can be challenging. Project teams may use their own templates and applications or may create reporting using distinct measures. This is often the situation in smaller firms. The time and money spent on gathering, mapping, translating and then synthesizing information from disparate systems and teams can be considerable with a significant impact to the bottom line. PPM software supports the centralization of project management allowing companies to more easily set out and apply unified standards for workflows, templates and reporting. With data in one place and organized within a common framework, users can view project information from multiple viewpoints and levels, paving the way for better holistic decision-making.

Must-Have Features of Project Portfolio Management Software

The best project portfolio management software application for your company will depend on your business model and operational processes. However, there are certain capabilities that should be part of any package:

  • Tracking: A major aspect of successfully managing projects is monitoring the progress of critical factors such as milestones, time to completion estimates and budgets.
  • Collaboration: The ability for team members to work together efficiently and effectively can represent both time and money savings.
  • Integration: The more seamless the flow of data between systems, the more quickly that data can be put to good use.

Additional considerations within the above categories include ease of use, flexibility and available customization.

Most solid PPM software contenders will offer other useful elements such as:

  • Resource management tools to identify workloads for team members, whether they’re overcommitted and/or when they’ll have the space to take on new work
  • Reporting that gives you the information you need to assess the status of your projects and determine your next move

The Cost of Project Portfolio Management Software

As can be seen in the above tables, most PPM software providers employ a per-user monthly pricing model, but there are variations and limitations to be aware of. Some companies have user categories, each with its own set of available features and corresponding price; others have a monthly cost based solely on the number of users. Small firms, particularly those with a minimal number of projects or project personnel or those with relatively straightforward projects, should note that Wrike has a free option with basic features for up to five users.

Though not usually listed among the pricing breakdown, it’s also worth considering what kind of support you’ll be getting for the price. If your business could notably benefit from a more high-touch support relationship, this could influence what you’re prepared to pay for the solution. Overall, there is enough variation across the alternatives that a careful review of pricing structures will be needed to ensure you’re getting what you need at a price that works for your budget.