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Project and Portfolio Management (Transitioning to Strategic Portfolio Management)
Project and Portfolio Management (Transitioning to Strategic Portfolio Management)Reviews and Ratings
What is Project and Portfolio Management Software?
PPM software providers covered under this market definition aim to support the selection, planning and execution of a variety of different work packages or containers, including, but not limited to, traditional projects. They often fold in collaboration and communication capabilities and allow work teams and project offices to report, monitor and identify course correction in resource-intensive project and work environments. Providers included in this market offer these capabilities directly through their own products, but frequently recognize that specific integration points may also be needed to connect niche tools or data sources. The PPM capabilities identified as essential or critical include: • Project demand management • Project planning and management • Time management • Resource management • Resource capacity planning • Project portfolio management • Project collaboration • Program management • Reporting services • Security and user management • Integration • Usability
Smartsheet is a software designed to facilitate work management and collaboration by enabling users to organize projects, automate workflows, and track progress in real time. The software provides features such as customizable templates, dashboards, reporting tools, and integration capabilities with various third-party applications. Smartsheet allows teams to assign tasks, set deadlines, and manage resources efficiently. It supports document sharing, version control, and permission settings to maintain data integrity and security. The software addresses business challenges related to project visibility, communication, and operational efficiency by centralizing project information and providing accessible updates for stakeholders.
Microsoft Planner is a task management tool designed for team collaboration and project organization. It allows users to create plans, assign tasks, set deadlines, and track progress through a visual interface. As part of Microsoft 365, Planner enables real-time collaboration and communication within teams. Features like drag-and-drop task management, customizable labels, and progress charts help streamline workflows and improve task tracking.
Users can also utilize templates, share comments, and plan tasks with tools like Copilot, all integrated into a single platform for effective project management.
Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting. Powered by the Wrike Work Intelligence (R) Graph, AI acts reliably inside the same roles, permissions, and access controls as your people, making AI-driven actions part of the auditable record of how work gets done. More than 20,000 organizations worldwide trust Wrike to deliver their most important work.
Zoho Projects is a software designed for project management that enables teams to plan, track, and collaborate on various tasks and projects. It offers features such as task assignment, milestone tracking, Gantt charts, time tracking, document management, and issue tracking. The software supports workflow automation and integrates with other productivity tools to streamline project execution. Zoho Projects aims to help organizations manage deadlines, allocate resources efficiently, and monitor project progress. Users can utilize reporting and analytics to gain insights into project performance and optimize processes for better delivery outcomes. The software is suitable for a range of project types and scales within business environments.
monday.com is a software designed to facilitate collaboration and work management for teams and organizations. It provides customizable workflows, task tracking, and visual project boards, enabling users to plan, organize, and monitor projects. The software includes features such as automation, reporting tools, integrations with third-party applications, document management, and time tracking. It supports cross-functional communication and helps standardize processes for various departments such as marketing, sales, IT, and operations. The software aims to streamline resource allocation and improve efficiency by offering transparency into progress and task ownership, addressing challenges related to coordination, visibility, and productivity in business environments.
Planview AdaptiveWork is a project and portfolio management product for organizations managing execution across multiple portfolios and delivery models. It supports IT project portfolio management, professional services automation, product development, and business project and program management. AdaptiveWork provides governed workflow automation across waterfall, agile, stage gate, and hybrid delivery models, with configurable approvals and governance. Bidirectional financial, capacity, and portfolio reporting connects portfolio, program, and project level visibility. Time-phased resource and capacity planning supports thousands of resources across multiyear horizons. A scalable and extensible data model connects standard and custom objects to other enterprise systems. Planview Anvi, an optional embedded AI capability, provides natural language question answering, scheduled reporting, and risk identification grounded in live portfolio data.
Teamwork is a software that facilitates project management and collaboration for teams by providing tools for task organization, project planning, time tracking, and resource allocation. The software enables users to create and assign tasks, monitor progress, and manage deadlines to support efficient workflow coordination. Teamwork offers features such as file sharing, team messaging, customizable dashboards, and reporting to streamline communication and enhance transparency across projects. Additionally, this software integrates with various third-party applications to extend functionality and supports businesses in improving productivity, accountability, and project visibility through centralized management of tasks and schedules.
Planview ProjectAdvantage is a project and portfolio management product for organizations building or growing a PPM practice, including IT project portfolio management and research and development or product development use cases. ProjectAdvantage supports project and program planning, execution, and delivery, with capabilities for resource, capacity, and cost management, and reporting across projects, programs, and portfolios. Flexible workflows support multiple delivery methodologies, including stage gate processes, templates, and automated controls. A no-code configuration interface allows administrators to configure workspaces for different user types. ProjectAdvantage includes integration with Microsoft Teams and AI assisted support for the approvals process and for project and risk content creation.
Clarity is a software designed to support project and portfolio management by offering functionalities for planning, tracking, and managing resources, budgets, and timelines. The software provides tools to help organizations align project execution with business objectives, monitor progress, and analyze performance metrics. Users can create project schedules, allocate resources, set milestones, and visualize data through dashboards and reporting features. Clarity aims to address challenges in project governance, resource optimization, and financial oversight, facilitating decision-making and improving efficiency across portfolios. It supports integration with other enterprise applications to help streamline workflow and centralize management of various initiatives within an organization.
Microsoft Project Server 2013 is a project management software designed to support project portfolio management and collaboration within organizations. The software provides centralized scheduling, resource allocation, and task management capabilities, enabling users to create, assign, and monitor project tasks. It integrates with SharePoint to facilitate document management and team communication, while offering reporting tools to analyze project performance and track progress. Microsoft Project Server 2013 addresses business needs related to planning, executing, and delivering projects by consolidating information into a unified platform and supporting organizational governance processes.
Workfront, fueled by the power of Adobe, serves as a marketing system of record for organizations, encompassing campaign planning and management, core workflow execution capabilities, and automations and integrations. Workfront's integrations with Adobe Experience Cloud and Creative Cloud solutions provide seamless connectivity across your Adobe tech stack, allowing organizations to centralize all planning activities and decision-making processes from a single, central point. This enables a holistic view of work to streamline execution and bring content to market faster. Additionally, it facilitates creative collaboration, automated review workflows, and auditable approvals, while aligning work to best practices using templates, automation, and enterprise-ready AI.
ServiceNow Strategic Portfolio Management is a software designed to help organizations align strategy with execution by providing tools for planning, prioritizing, and tracking investments and projects. The software enables users to manage portfolios, programs, and projects through features such as capability mapping, outcome tracking, financial management, and resource allocation. It supports scenario analysis, demand management, and performance measurement, aiming to increase visibility into progress and facilitate informed decision-making. By centralizing data and workflows, the software addresses challenges related to fragmented planning and inefficient resource utilization, supporting organizations in achieving strategic business objectives.
Planview Portfolios is a Strategic Portfolio Management product that connects strategy to execution across investment planning, delivery governance, and resource management. Portfolios includes scenario planning, investment prioritization, capacity planning, demand management, and financial planning. It connects OKRs, program management, project planning, and resource management to outcome-based accountability across the portfolio. A connected work graph maps relationships between strategy, work, resources, and outcomes to surface dependencies, risks, and opportunities. Portfolios is powered by Planview Anvi, an AI capability supporting scenario generation, status and risk insights, and pattern recognition across portfolio data. Planview Hub integrates Portfolios with existing systems and tools across an organization's technology environment. Portfolios supports cloud hosted and on-premise deployment and is certified to SOC 2, ISO 27001, and ISO 27701 standards.
Celoxis PPM is a project portfolio management software designed to assist organizations in planning, tracking, and managing projects, resources, and workflows. The software features capabilities such as project scheduling, task management, resource allocation, financial tracking, and risk assessment. Celoxis PPM supports collaboration among team members through integrated communication and document sharing tools. It offers customizable dashboards, reporting, and analytics to provide insights into project performance and resource utilization. This software addresses business challenges related to managing multiple projects simultaneously, aligning project objectives with organizational goals, and optimizing resource deployment to improve project delivery outcomes. Celoxis PPM also integrates with various business applications and allows for workflow automation to streamline project-related processes.
Planview PPM Pro is a cloud-based project portfolio management product for organizations with established PMO functions. It provides a centralized system for managing project portfolios, resources, work intake, financials, and reporting. Capabilities include portfolio and project management with project templates and automatic health rollups, a resource workbench with demand and capacity views and skills profiles, financial management with budget, forecast, and actuals tracking including capitalization tracking, and configurable work intake workflows with scoring models and stage gates. Reporting includes multiple chart types, portfolio financial dashboards, and calculated fields for custom metrics. Predictive Portfolio Analysis and What-If Analysis support scenario planning for project and resource allocation. PPM Pro also supports new product development portfolios with gated process management, and includes an AI capability, Planview Anvi, for portfolio insights.
Microsoft Project Server 2016 is a software designed to manage project portfolios, schedules, and resources within organizations. It provides centralized project and resource management, enabling users to plan, track, and prioritize projects. The software integrates with SharePoint and offers tools for collaboration, reporting, and workflow management. It supports enterprise resource planning by allowing allocation and analysis of resources across multiple projects, helping organizations align projects with business objectives. The software facilitates monitoring project progress, managing risks, and generating reports to assist decision-making and strategic planning. It is suitable for organizations looking to improve visibility, control, and efficiency in project execution and portfolio management.
Kantata is a software designed for professional services organizations to manage resources, projects, and finances. The software offers capabilities such as project planning, resource allocation, time tracking, and financial management. It enables users to optimize utilization, forecast demand, and gain visibility into project health and profitability. Kantata integrates with various business systems to streamline workflows and enhance collaboration among teams. The software addresses the business problem of managing multiple projects and resources efficiently, providing tools to monitor progress, allocate resources effectively, and improve forecasting. It supports organizations in maintaining control over budgets and timelines, helping to reduce risks associated with project delivery and resource management.
Primavera P6 Enterprise Project Portfolio Management is a software designed to support the planning, management, and execution of complex projects and large portfolios. The software offers features such as project scheduling, resource allocation, cost management, risk assessment, and performance monitoring, allowing organizations to handle multiple projects and programs simultaneously. It enables users to organize project activities, assign and track resources, and oversee timelines, budgets, and deliverables. Primavera P6 Enterprise Project Portfolio Management addresses the business problem of coordinating and optimizing project execution across various teams and locations, facilitating informed decision-making and efficient utilization of resources throughout the project lifecycle.
Planisware Enterprise is a software designed to support project portfolio management and enterprise-wide resource planning across various industries. The software provides tools for managing project timelines, budgets, resource allocation, and strategic alignment, enabling organizations to track progress and optimize project outcomes. It offers functionalities for workflow automation, reporting, forecasting, and scenario analysis, addressing business challenges including project prioritization, collaboration among teams, and efficient utilization of resources. Planisware Enterprise assists organizations in improving transparency, decision-making, and accountability within project and portfolio management processes.
Planview Daptiv is a software designed for project portfolio management, enabling organizations to plan, monitor, and optimize multiple projects across various teams and departments. The software provides features such as resource management, project scheduling, time tracking, reporting, and collaboration tools, supporting visibility into project status and progress. By offering configurable dashboards and workflow automation, Planview Daptiv assists users in prioritizing projects, balancing resource allocation, and aligning initiatives with strategic business goals, helping organizations address the complexity of managing project portfolios and improving decision-making processes.
This service may contain translations provided by Google. Google disclaims all warranties related to the translations, express or implied, including any warranties of accuracy, reliability, and any implied warranties of merchantability, fitness for a particular purpose and noninfringement. Gartner's use of this provider is for operational purposes and does not constitute an endorsement of its products or services.
