Alternatives to Epicflow

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

Planview Enterprise One™, which integrates business and technology planning, optimizes all resources, and delivers breakthrough products, services and customer experiences, enables strategic execution to be accelerated. Manage and deliver across all types and technology of work and application portfolios. Transform business requirements into standards that meet strategic objectives. This will reduce cost and mitigate risk. A complete approach to all types of work, including agile, iterative, traditional, and collaborative. Keep teams productive by balancing work and resources. Maximize your use of resources. A scalable user experience ensures that everyone is focused on the right priorities in order to achieve the desired outcomes. Ensure on-time, on-budget project delivery. Projects and people can stay on track with milestones and schedules. Dashboards provide performance insight.

Planview ProjectAdvantage brings clarity, control, and scalability to enterprise project management by unifying project data, resources, and performance insights in one platform. Built for growing PMOs and complex organizations, it eliminates silos and inefficiencies by connecting teams through a single source of truth. Users can monitor resource allocation, track workloads, and forecast capacity with precision using dynamic dashboards. ProjectAdvantage’s portfolio scoring tools and sandbox environments make it easy to prioritize initiatives and align them with company strategy. Its flexibility supports any methodology—Agile, hybrid, or Waterfall—making it ideal for diverse industries and workflows. Seamless integrations with leading enterprise systems like Jira, ServiceNow, and Microsoft Teams enable cross-functional collaboration and real-time visibility. Backed by AI-driven analytics, Planview Projectadvantage helps accelerate project delivery, improve performance tracking, and ensure continuous strategic alignment. Designed for agility, it’s a transformative solution that turns project chaos into structured, measurable success.

Float is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. The world’s top teams don’t just wing it. They resource client work the right way with Float. You should, too. Try for free at float.com.

Project Insight helps organizations connect project data across teams and systems to make better decisions about their business. As a strategic project and portfolio management platform, it brings together resource and capacity planning, financial management, project requests, execution, governance, and portfolio performance. The result is a connected project data backbone that gives PMOs and executives visibility into organization-wide work and supports trustworthy reporting, forecasting, and AI analysis. Teams can continue using familiar tools such as Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot while Project Insight brings their project information into one central command center, reducing manual data entry and disconnected reporting. Manage projects, programs, and portfolios using flexible workflows, intelligent scheduling, Gantt charts, Kanban boards, time tracking, budget management, and customizable dashboards. Leaders can monitor workloads, project health, costs, and strategic priorities without chasing information across departments. AI-powered features help create project plans, turn meeting discussions into action items, recommend resources, forecast capacity, and evaluate what-if scenarios. From growing teams outgrowing spreadsheets to established PMOs with complex business processes, Project Insight adapts to the way organizations work through configurable processes, dedicated onboarding support, and free view-only access for clients and stakeholders.

Tempus Resource's What-If scenario planning allows you to create real options by simulating the impact of a variety of changes to your project portfolio. You can improve your decision-making by understanding the real-time effects of different resource decisions and scenarios on project portfolio.

Lower expenses, boost project transparency, and maintain your budget effortlessly—with simple timesheets! ClickTime streamlines employee time planning and management, allowing you to track hours from your phone or computer, swiftly approve time entries, and use dashboards to oversee budgets and allocate employee time. Whether you're forecasting project expenses or evaluating past results, ClickTime delivers immediate insights into your business. Quickly see which projects are over or under budget, understand team availability, costs, and productivity, and easily approve timesheets, leave requests, and billable hours.

Silverbucket is a user-friendly resourcing solution, you can make resource plans easily and get a clear view your company’s resource allocations. Achieve results without random spreadsheets, sweat and tears. We can help you manage resources in a way that increases both profitability and job satisfaction. All projects, people and capacity levels can be monitored from a single view. Master the project at hand also with skills tracking, competency management, and possibility to compare resource plans to actual hours. SILVERBUCKET PRODUCT OVERVIEW At a glance you can see the resource situation from the whole company’s perspective, or even just for a single team Allocate resources easily and see updates in real-time Allocate to people or roles. Task management included. Tentative reservations to help with project planning Compare the actual results with the plans Holiday and absence management Time tracking Silverbucket data flows can be automated Custom API's Silverbucket has proven track record of successful projects, high recommendation rate and over 40 000 happy Silverbucket users all around the world.

Forecast is a comprehensive project and resource management tool that can be expanded to include a wide range of great features. It combines project management, resource planning and team collaboration under one roof. This allows you to use the power of AI for automating administrative tasks. It is a strong alternative to point-based project management solutions in professional service companies. Ideal for companies with 50+ employees who need the entire project portfolio and resource overview in one software. * Project proposals that are more predictable and precise * Improved planning and analysis with Insights and Reporting * AI supports stronger business decisions * Flexible resource management through Task and Project Allocations * Time and Task Management that is efficient * Get actionable insights into project profitability with cost, revenue, and profit updates in real-time

eResource Scheduler (eRS) is enterprise resource management and scheduling software built for project-driven professional services firms, engineering and AEC consultancies, architecture firms, management consultancies, and accounting and audit firms of 100 to 5,000 people. Trusted by 850+ global enterprises across 29+ countries, it gives real-time visibility into resource capacity, availability, schedules, actuals, and financials, replacing spreadsheets with one connected system. Scheduling stays fast with drag-and-drop assignments, resource requests, and semi-auto scheduling. Actuals flow straight from schedules into timesheets, so planned versus actual hours show up without manual reconciliation. Heatmaps flag overloads before they hit a project, capacity planning reports forecast demand months out, and financials track cost, revenue, and margin on every engagement. Management reports turn that data into decisions firm leaders can act on. Role-based access keeps sensitive project and client data contained, and integrations with third-party calendars and tools like Jira and Slack fit eResource Scheduler into workflows firms already run. The eRS mobile app carries the same visibility into the field or between client sites, letting managers and teams view schedules, log and approve timesheets, and get notifications wherever the work happens. eResource Scheduler turns resource scheduling into a margin lever, not a calendar, so firms catch overloads and gaps before they cost a project, not after.

Tempo Portfolio Manager (formerly LiquidPlanner) is a dynamic project scheduling and resource management platform that uses predictive AI to forecast when work will realistically be completed. Its scheduling engine runs Monte Carlo simulations using team bandwidth, task priorities, and ranged estimates to deliver completion forecasts with up to 90% confidence. Automatic resource leveling adjusts schedules instantly when priorities shift or team availability changes, highlighting bottlenecks and preventing burnout. Teams plan, predict, and optimize complex portfolios across the entire organization from a single workspace, replacing static plans that are out of date the moment they are saved. By modeling uncertainty directly with ranged estimates – best-case and worst-case bounds rather than a single guess – Portfolio Manager gives leaders a realistic view of delivery dates and resource demand instead of false precision, surfacing bottlenecks before they derail delivery and protecting teams from overcommitment. Portfolio Manager is part of Tempo's broader Strategic Portfolio Management portfolio, a connected set of tools spanning planning, resourcing, cost, and reporting for delivery-focused organizations. Teams can pair predictive scheduling with Tempo's time, cost, and portfolio tools to connect realistic forecasts with the work that delivers them.

Resource Manager-DB (RMDB), is a flexible, affordable production planning, scheduling and tracking solution that adapts to your operations. You can use any data you have to create better production scheduling. It's easier and faster than you thought. Resource Manager DB allows users to deploy on-premise. It can integrate with any system or stand alone. Resource Manager DB allows users to schedule finite capacity and can be adjusted with drag-and drop functionality. US (User Solutions), is unique because we work with you to solve your production scheduling problems. You will be able to adapt and save money with a solution that fits you perfectly. QUICKER IMPLEMENTATION Now with EDGEBI! Enhanced Drag and Drop Graphical Environment allows for intuitive viewing and easy updating. Call Us Today!

Acuity PPM provides Project Management Teams (PMO's) with lightweight and easy-to-use software to manage the project portfolio. Acuity PPM provides a Work Intake module to support demand management and helps you create and evaluate new project requests through prioritization, financial planning and resource management (capacity planning). Once a request is approved, project teams can track project progress with centralized status reports, track key milestones, risks, issues, financial plans, decisions, lessons learned, project and portfolio roadmaps, and resource plans in Acuity PPM. This helps leadership teams select the right projects for the organization. Connect to common Project Management tools such as Jira, Smartsheet, Asana, Wrike, Monday.com, and others. PMO's don't need complicated and cumbersome software, which is too complex for most users to use. Our modular approach allows PMO's to add functionality as they need it, since most Project Management Offices are at maturity level 1 or 2. This allows you to pay only for what you use and not for what you don’t. That's fair.

Planview PPM Pro, previously known as Innotas, is designed to enhance the effectiveness of Project Management Offices (PMOs). This secure, cloud-based Project Portfolio Management (PPM) tool offers a comprehensive approach to overseeing PMO functions. It covers all aspects from demand intake management to portfolio performance reporting, allowing teams to elevate their PMO operations. Whether you're initiating your PMO journey or seeking to enhance its capabilities, Planview PPM Pro™ software provides the tools necessary to gather, rank, and implement projects, thereby enabling PMOs to direct their resources towards the most impactful tasks. Establishing a centralized project portfolio can lead to greater visibility into both projects and resources, which fosters governance and enhances execution throughout the organization. Additionally, it helps capture project requests and new ideas efficiently, preventing the challenges associated with intake overload, while also allowing for effective management of work demand through strategic scoring and prioritization. By adopting Planview PPM Pro, organizations can streamline their project management efforts and drive significant value from their initiatives.

Tempo Capacity Planner is a Jira-native resource management tool that gives managers real-time visibility into team availability, skill sets, and workload. It helps organizations assign the right people to the right tasks at the right time by providing a bird's-eye view of team bandwidth. Teams can forecast future hiring needs, identify capacity shortfalls, prevent overloading, and optimize workloads across projects. Managers sort resource requests by availability, role, and skill, schedule multiple people on the same Jira item, configure holidays and workloads to avoid burnout, and create recurring plans with approval workflows. Capacity Planner integrates with Tempo Timesheets for a connected view of planned vs. actual effort, so the plan teams build is continuously measured against the time they actually log. It is part of Tempo's modular, Jira-native suite for Strategic Portfolio Management and sits alongside Financial Manager and Structure PPM, so resourcing decisions tie back to cost and portfolio data. Adopt one app or several – they work better together, every app native to Jira with no separate platform to maintain. From individual team scheduling to organization-wide resource planning across many concurrent projects, Capacity Planner helps deliver work on time and within budget without burning people out.

Meisterplan is a lean project portfolio management software focused on planning resources beyond the short-term. It enables you to reliably deliver on your commitments by guaranteeing optimal resource utilization in line with your priorities. Its features focus on the most value-driving activities in portfolio management: ensuring strategic contribution of all initiatives, resolving resource bottlenecks across projects, and monitoring overall progress. Meisterplan is based on the Lean principles that drive success in dynamic environments, and is grounded in a thorough understanding of how organizations make decisions in reality.

SSPLAX is an intuitive no-code visual platform designed for the modeling and resolution of constrained operational decisions. Users can create models represented as networks, where stages, resources, and outcomes function as nodes, while routes, processes, and decisions act as edges. After constructing their models, users set an objective and specify constraints, which can include factors such as capacity, budget, labor, materials, and policy. The platform then transforms the model into a linear or mixed-integer optimization challenge, provides solutions, and elucidates the results by identifying which constraints hinder the outcome, explaining the reasons for target infeasibility, suggesting minor adjustments for maximum improvement, and assessing whether additional budget or capacity generates value or merely shifts the bottleneck. Furthermore, it enables tasks like assignment, blending and formulation, capacity allocation, and project portfolio selection. Users have the ability to compare different scenarios and analyze how recommendations shift under various conditions. Practical examples span diverse industries such as manufacturing, life sciences, artificial intelligence infrastructure, and decarbonization efforts. Notably, SSPLAX is versatile, accessible through a browser, and requires no installation or setup, making it an efficient tool for any user. Overall, its comprehensive functionality ensures that users can make informed decisions based on their unique operational challenges.

Arrange projects in alignment with organizational strategies and objectives, while reallocating financial and personnel resources to facilitate effective project delivery. Oversee a vast array of projects within your portfolio and organize them into a coherent annual roadmap. Monitor your resource availability and schedule assignments strategically to optimize efficiency. Utilize visual input tools to assist in the management of cross-project capacity and administration. Access real-time evaluations at your convenience, enabling you to analyze your project portfolio and identify potential bottlenecks and risks promptly. Effortlessly assess various projects, project categories, resource pools, and capacities using diverse graphical representations. Employ adaptable planning through resource pools, which can be established in your portfolio to represent specific topics or areas of activity, thus providing a foundation for effective capacity management. This strategic approach not only streamlines project oversight but also enhances overall resource utilization across the organization.

Nimble by NimbleWork is an enterprise project and portfolio management (PPM) platform designed for organizations delivering large, complex, multi-project portfolios — typically 50+ concurrent projects — where spreadsheet roll-ups and fragmented task tools stop scaling. Portfolio visibility: Nimble structures work as Programs, Projects, and Work Packages that mirror real delivery, and provides role-based dashboards spanning demand intake, prioritization, execution, and ROI — removing manual status reporting. Intelligent capacity and resource planning: A single enterprise-wide resource pool with a demand-vs-capacity view lets PMOs allocate people, budgets, and skills across projects in real time, forecast future demand, and prevent over-allocation before it affects delivery. PMO governance: Nimble unifies intake, prioritization, execution, resource governance, and executive reporting. Auto-generated analytics track ROI, budget health, and milestone adherence, delivering audit-ready governance at portfolio scale. Hybrid delivery execution: Teams run Waterfall, Scrum, Kanban, and Scrumban within a single project — reflecting the hybrid approach now used by roughly two-thirds of organizations. Fixed-scope work uses task plans, milestones, and baselines; flexible-scope work uses backlogs, time-boxes, and flow metrics like Cumulative Flow Diagrams. AI-powered execution: Nimble includes AI agents for intelligent project planning, executive summaries, risk and delay prediction, and team sentiment analysis, plus an AI assistant (Nimble Buddy) for summarization, content generation, and multilingual support.

Optimize your planning, forecasting, and delivery for smarter outcomes. We empower you to maximize the potential of your projects and teams. In a constantly evolving environment, new initiatives emerge, priorities shift, and personnel changes frequently occur. Navigating through this complexity can often feel overwhelming. Kelloo simplifies this process, enabling you to make informed decisions regarding your projects and resources. Our user-friendly software is straightforward to learn and will enhance your experience. Choose, prioritize, and oversee your projects effectively. Anticipate the resource requirements for your desired projects. Enhance your agile methodology with our agile resource planning technology. Organize teams and resources across all projects seamlessly. Ensure alignment between projects and their respective priorities and resource availability. Gain insights into the skills that are in demand and identify hiring requirements for resources. Streamline your resource allocation process across your entire project portfolio, ensuring a more efficient workflow. With Kelloo, you can confidently navigate the complexities of project management and resource planning.

Clusterix serves as a comprehensive Project and Portfolio Management solution that provides teams with a cohesive framework for organizing and executing their projects. By unifying disparate tools and spreadsheets into a single, transparent workspace, it facilitates the integration of ideas, budgets, resources, and timelines seamlessly. The platform encompasses the entire project lifecycle, covering everything from prioritization and cost estimation to execution, monitoring, and reporting. With features like effective resource management, dependency mapping, and proactive risk identification, teams are empowered to make more informed choices. Users can easily access interactive dashboards that provide an overview of project status, team workloads, and financial performance in real-time. Clusterix is developed in compliance with ISO 27001 standards, ensuring it adheres to all prominent data protection regulations. Tailored for organizations seeking a scalable and efficient project management experience, Clusterix eliminates the need for lengthy onboarding procedures and complicated workflows, making it an ideal choice for teams aiming for straightforward implementation. This focus on simplicity and effectiveness enables teams to concentrate on achieving their project goals without unnecessary distractions.

UniPhi serves as a comprehensive Portfolio Tracking Management application that showcases the performance of various projects. Its transparent interface allows clients, staff, and project owners to easily spot issues, foster collaboration, and conduct predictive analytics through the 'Summary Tools' available on the dashboard. By utilizing color-coded status indicators, leaders can swiftly differentiate between projects that are progressing well and those that may face potential setbacks. The entire suite is designed for mobile accessibility and is robustly cloud-based, ensuring reliability. Additional functionalities encompass Budget Management, Milestone Tracking, Time & Expense Tracking, and Resource Management, making it an all-encompassing solution for project oversight. With its user-friendly features, UniPhi enhances the overall project management experience.

Align project requirements with the actual availability of teams within Jira using a Forge application tailored for Jira Cloud. This tool integrates organizational structure (including teams and RBS), calendar-driven capacity, a dynamic resource-request workflow that facilitates communication between Project Managers and Team Managers, as well as Jira worklogs and timesheets, comprehensive analytics, and the ability to generate invoice-ready CSV or XLSX exports. All data remains securely within Atlassian Forge, ensuring seamless access and management. This innovative solution enhances project planning and resource allocation, ultimately leading to more efficient team performance.

Kiplot is a robust software solution for strategic and project portfolio management, aimed at consolidating strategy, planning, execution, capacity, and financial oversight into a single platform, enabling organizations to transform their strategic objectives into quantifiable business results. By linking strategic aspirations, funding, and delivery in real time, Kiplot empowers leaders to swiftly adjust priorities and distribute resources dynamically instead of depending on fixed annual planning processes. Additionally, it seamlessly integrates with various tools such as Jira, Azure DevOps, and ERP systems, ensuring a unified source of truth across both delivery and financial domains. The software offers enhanced portfolio planning features, which include OKR alignment, enterprise roadmaps, capacity and demand planning, risk and dependency management, Pareto-informed prioritization, and scenario modeling for predicting value and benefits aligned with an organization's roadmap. Furthermore, Kiplot’s customizable dashboards and real-time analytics provide leaders with clear insights into organizational performance and resource utilization, fostering informed decision-making. As a result, companies can maintain agility while navigating complex project landscapes and effectively achieving their strategic goals.

Kovair PPM serves as a comprehensive solution that offers a cohesive platform for overseeing budgets, schedules, resources, and actual performance all through one interface. By linking planning with execution, Kovair PPM enhances the organization's value significantly. It empowers IT leaders to efficiently manage their project portfolios and align resource capacity with the demands stemming from various projects, effectively bridging the gap between planning and actual project execution. Additionally, Kovair PPM facilitates organizations in defining strategic initiatives that can flow from portfolios to individual projects and their corresponding outcomes. This tool further enables the selection of pertinent projects for execution and provides in-depth insights into development, projects, and programs through the generation of Earned Value Metrics (EVMs) at multiple levels. As a result, it equips management with crucial data that aids in making informed, data-driven decisions, ultimately fostering more effective project management practices.

Project managers are able to submit new project proposals that are grounded in a solid business case. Portfolio managers benefit from a centralized platform where they can access all incoming project requests and evaluate critical aspects such as benefits, costs, budgets, and resources, allowing them to approve these requests efficiently. This system also provides portfolio managers with a straightforward method to assess how well projects align with the overarching goals and objectives of the portfolio. By centralizing the intake process for project demand, portfolio managers can enhance the strategic alignment and optimize the project portfolio according to available resources. Furthermore, they gain a comprehensive view of the financial health of their portfolio through an accessible dashboard. This enables executive management to quickly consult the dashboard for informed decision-making, effectively reducing the need for time-consuming review meetings with project managers. Overall, this streamlined approach fosters better communication and efficiency within the project management framework.

Enhance your resource management capabilities by utilizing TeamBoard for Jira, which offers an all-encompassing perspective on team activities to simplify task assignments, tracking, and reporting. Transform your approach to project management with our intuitive online Gantt chart, allowing for effortless planning and oversight of various Jira projects. With TeamBoard’s powerful tools for program and portfolio management, you can effectively oversee multiple projects and resources, ensuring optimal efficiency and organization throughout your workflow. The integration of these features will empower your team to achieve greater productivity and collaboration.

Triskell is an enterprise Strategic Portfolio Management (SPM) platform that bridges the gap between strategic planning and execution. Recognized in the 2026 Gartner® Magic Quadrant™ for Adaptive Project Management and Reporting, it is used by 250,000+ users in 54 countries. PMOs, IT and transformation leaders use Triskell to capture and score demand, prioritize with what-if scenarios, plan capacity, and track budgets against actual costs across project, program, product, IT and application portfolios. Run Agile, hybrid and waterfall delivery side by side with Scrum and Kanban boards, Gantt charts and roadmaps (SAFe Partner Platform). A no-code configuration layer lets admins model their own workflows, data objects and dashboards. Open REST API and connectors for Jira, Microsoft Project, SAP, Oracle and Salesforce. Cloud-based, with preconfigured Triskell Ready solutions live in 1-2 weeks. Free trial available.

KeyedIn Solutions is transforming the way Project Management Office (PMO), teams work through its cloud-based solution for project portfolio management. KeyedIn's interface is simple and helps businesses improve project selection, resource allocation, portfolio-level reporting, and more. KeyedIn offers a unique combination of tools to manage portfolios, financials, deliverables and financials.

Software for managing resources enhances team performance and ensures project success. With this tool, you can efficiently identify and organize the ideal project team, address staffing conflicts as they arise, and anticipate future hiring requirements. It allows you to oversee various projects while monitoring multiple teams, enabling you to schedule projects confidently according to your team's workload and predict the project pipeline. Your team can easily input their hours through pre-filled timesheets, allowing them to concentrate on their core responsibilities. Additionally, the software helps in visualizing intricate data to identify project patterns, assess overall business performance, and strategize for growth. This comprehensive solution integrates project management and resource allocation, effectively aligning high-level staffing strategies with the execution of individual tasks, ultimately fostering a more cohesive work environment. Balancing strategic oversight with operational efficiency is crucial for any organization's success.

Adopt effective strategies for capacity planning and utilization to maximize both workload efficiency and profitability. By leveraging data-driven insights, you can enhance your service operations and bolster your organization's financial stability through the use of PSA-native analytics. Focus on your customer experience by integrating professional service automation with proposal automation, knowledge management, and customer sentiment analysis. Upland PSA revolutionizes the project delivery process for service organizations, ensuring a seamless transition from initial customer engagement to sustained success. Our comprehensive software includes features for robust timesheet and expense tracking, project management, customer billing, and financial oversight, while also providing tools for proposal automation, knowledge management, and customer feedback. This holistic approach allows you to prioritize customer satisfaction and drive positive outcomes right from the outset, ensuring a strong foundation for long-term relationships.

ActivityTimeline serves as an extensive tool for resource capacity planning within Jira. It offers a diverse array of functionalities, including planning, workload assessment for users and teams, monitoring availability, managing timesheets, generating reports, scheduling tasks, and tracking both tasks and time effectively. This multifaceted approach allows teams to optimize their resources and improve project management efficiency.

AutoPMO is a cloud-driven application designed for project and portfolio management, catering to project managers, PMO teams, program leaders, and organizations that oversee multiple projects. It consolidates project plans, schedules, tasks, milestones, Kanban boards, RAID tracking, resource allocation, budgets, and project documentation into a unified workspace accessible to all team members. Users can generate project charters, user stories, weekly status reports, and utilize AI-driven plans and analyses, while leadership can monitor portfolio health, delivery phases, milestones, expenditures, capacity, and associated risks across various projects. This platform not only facilitates daily project execution but also provides comprehensive oversight at the portfolio level, thereby aiding teams in organizing delivery information and conveying progress in a cohesive manner. Ultimately, AutoPMO enhances collaboration and efficiency, ensuring that everyone remains aligned on project objectives and outcomes.

Tempo Financial Manager bridges time tracking and financial oversight within Jira. Leveraging data from Tempo Timesheets, it provides real-time views of project costs, budget burn rates, labor expenses, and profit margins, all without leaving Jira. Project managers can compare planned vs. actual financials, generate forecasts, set and monitor budgets, track budget milestones, classify work as CapEx or OpEx, and manage cost and billing rates by role with effective dates. The tool supports revenue tracking and profitability analysis to help organizations align project execution with business budgets. By turning the time teams already log into live financial data, Financial Manager removes manual exports and reconciliation. Projects can be grouped into strategic portfolios so leaders measure aggregated budget, scope, revenue, and cost across a program and share it through reports driven by custom JQL filters. It is Cloud Fortified on the Atlassian Marketplace and supports English, French, Spanish, German, Russian, and Portuguese. As part of Tempo's modular, Jira-native suite for Strategic Portfolio Management, Financial Manager connects with Timesheets, Capacity Planner, Structure PPM, and Custom Charts, giving project leaders and finance partners a shared, current view of where every project and portfolio stands against budget. Adopt one app or several – they work better together, with no separate platform to maintain.

Comprehensive business management software designed for your entire organization. While many solutions provide project management tools, it's essential to consider how these projects integrate with the broader team dynamics. Projectworks equips every member of your services firm—from project managers and executives to finance personnel—with essential tools. Gain insights into team resource allocation to enhance scheduling, monitor project progress, and manage budgets effectively. This platform centralizes the administration of timesheets, time-off requests, and performance evaluations for your workforce. With cross-project visibility, you can project revenue accurately, assess recoverability, and streamline invoicing processes. Additionally, you can manage resources on an individual basis, allowing you to track each team member's workload. Improved project scheduling is achievable as you can identify who is at capacity, who has extra bandwidth, and when a project can slot into your overall workflow, ensuring optimized operational efficiency. By leveraging these functionalities, your company can foster collaboration and productivity across all departments.

Oversee projects of various scales with Primavera P6 EPPM, a powerful and user-friendly tool designed for the effective prioritization, planning, management, and execution of projects, programs, and portfolios on a global scale. This comprehensive solution provides insights into both current and anticipated resource utilization, facilitating precise forecasting and informed decision-making. Users can address overallocation issues by redistributing resources or adjusting assignments as needed. Additionally, it supports the planning, scheduling, and control of extensive programs alongside individual projects. With features focused on optimizing roles and resources, as well as managing demand and capacity, it ensures streamlined communication regarding resource needs and decisions throughout the project's duration. Furthermore, the software offers graphical representations for analyzing resource and role utilization, enhancing clarity and strategic planning. This makes it an indispensable asset for project managers striving for efficiency and effectiveness in their operations.

Mosaic, an AI-powered resource management and workforce management solution, increases productivity and profitability. It integrates with most financial and project management software to automatically collect data and show who is doing what and when. The software allows teams to accurately forecast and bill, manage their capacity effectively, and plan their workloads. Mosaic helps organizations get rid of clunky spreadsheets. It gives them the real big picture. Get started today with a 30-day free trial.

Birdview PSA provides professional service organizations with a single source for truth. This results in better visibility at all stages during the service delivery lifecycle. It allows data-driven decisions, collaboration, and increased synchronization at critical handoff points. Birdview PSA provides powerful project management functionality, resource optimization, project accounting, and a powerful set tools for optimizing and monitoring at both the portfolio and project levels. Services organizations can benefit from rich functionality without having to go through a lengthy onboarding process or compromising their budget. This is possible thanks to a more intuitive user interface, seamless integration with ERPs, CRMs, and thousands of other applications.

DELMIA Ortems provides innovative solutions for dynamic planning, scheduling, and production management. It enhances conventional Manufacturing Execution Systems (MES) by incorporating advanced constraint-based, finite-capacity resource optimization and synchronizing production workflows. This enables manufacturers to maximize resource utilization while effectively addressing daily operational challenges to elevate service delivery standards. With its agile and responsive features, this solution assists manufacturers and planners in balancing and resolving operational discrepancies between supply and demand, facilitating seamless integration and transparency across demand, supply, and operational processes. Additionally, users can swiftly pinpoint manufacturing bottlenecks, adjust schedules, and perform what-if analyses to refine Detailed Scheduling and Master Production Scheduling (MPS) practices. Ultimately, the software aims to improve responsiveness and visibility, reduce cycle times, minimize inventory levels, and improve lead-time efficiency, paving the way for a more streamlined manufacturing process. The comprehensive capabilities of DELMIA Ortems empower organizations to maintain a competitive edge in a rapidly changing market.

A sales performance management solution tailored for HubSpot users is here to enhance your sales strategy. By leveraging your historical HubSpot data, you can effectively plan your sales approach and set realistic targets. Optimize your sales capacity management with well-structured hiring timelines to ensure you meet your goals. Avoid unexpected challenges at the end of the quarter by employing various forecasting techniques. Implement what-if scenarios to strategically allocate resources for maximum efficiency. Extract valuable sales insights from HubSpot that can guide your decision-making process. With access to predefined planning templates and dynamic assessments of goal feasibility, you can streamline your strategy. Harness AI and predictive forecasting capabilities to achieve precise projections for future sales. Keep a close eye on essential sales performance metrics in real-time, enabling you to make informed adjustments swiftly. Identify performance gaps related to personnel, processes, and pipelines without the need for extensive report analysis. Evaluate your current sales capacity and automatically determine the additional resources required to meet your sales targets. Additionally, track the progression of your sales pipeline in real-time to quickly identify and address potential bottlenecks that could hinder your success.

GroundStar, an innovative Airport Resource Management solution developed by INFORM Software, aims to enhance the efficiency of fixed airport infrastructure, including stands, gates, baggage belts, and check-in counters. The system empowers airports to strategically manage their capacity over various timeframes—short-, medium-, and long-term—by utilizing advanced optimization algorithms that take into account specific business regulations, preferences for stands and gates, and limitations related to infrastructure. Additionally, it facilitates complex what-if scenario modeling and provides real-time decision-making support, enabling resource managers to swiftly adapt to any unexpected changes or disruptions. By employing advanced machine-learning analytics alongside historical data insights, the software forecasts resource demand and assists in reducing bottlenecks, thus promoting a more strategic allocation of resources on operational days. Ultimately, this leads to improved punctuality and heightened satisfaction for both passengers and airlines, contributing to a more streamlined airport experience.

Teambook provides an intuitive, visual, cloud-based solution for project team planning, medium-term capacity planning and real time (timesheet) monitoring. These three modules are based on two sets of master data, Projects and Users, whose management is facilitated by an adapted and intuitive ergonomics. Finally, the tool is completed by a flexible and efficient reporting system. 1. Project resource planning : Teambook's Planning module gives you an instant, real-time overview of your teams' occupancy, showing you “who's doing what and when”, as well as “who's available or not”. On this basis, you can allocate your resources to future projects by simply clicking and dropping. This information can be synchronized in real time in your collaborators' calendars to inform them of upcoming tasks, without them having to register with Teambook. 2. Capacity management : The Capacity module presents your resource load rates and project staffing over a 6 to 24 month horizon ... and enables you to anticipate possible future over- or under-capacity! Although you can use the Capacity module as a stand-alone tool, you can also easily synchronize or copy information from operational planning, then complete the information for the more distant future. Finally, features will help you to automatically distribute workload to resources, so you can easily simulate planned utilization. 3. Track actual time spent on projects: Teambook's Actuals module enables all users to enter their timesheets, as well as project managers to validate them. Instead of entering data, it is possible to use operational planning data to pre-fill timesheets. Finally, the approval system enables planners/project managers to check the data entered, approve it and, if necessary, download it.

P3MO is an innovative project portfolio management solution hosted in the cloud, designed to assist organizations in effectively planning, overseeing, and executing projects, programs, portfolios, and strategic transformations from a single reliable source of information. By linking high-level objectives to specific projects, it provides leaders and teams with immediate insights into various aspects such as performance, risks, finances, resources, milestones, dependencies, and outcomes. The Portfolio Delivery feature acts as a scalable execution hub that centralizes RAID management, structured planning, financial oversight, resource allocation, meeting coordination, and automated reporting, enabling teams to detect potential threats early and maintain alignment between scope and strategic goals. Additionally, the Executive Oversight component offers boards crucial, decision-ready insights into risks, expenditures, progress, accountability, and the effectiveness of transformations, empowering leaders to prioritize their investments and make informed, data-driven choices confidently. This comprehensive approach ensures that all organizational efforts are directed toward achieving strategic success while minimizing potential setbacks.

Sinnaps is the first intelligent project management tool. It's simple to use and can help you plan your team's work based on your requirements. Its unique technology uses a powerful rendering engine that is based on PERT and CPM (Project Evaluation and Review Method) algorithms. This helps optimise project management and provides guidance for decision-making. Interactive planning, risk prediction and management, resource optimization and expectation management are some of the featured Sinnaps services.

Smart KPIs can be used to monitor the progress and make use of what-if scenarios to help you determine the best mix of deliverables and investments. PPM integrates with most popular Agile tools such as ALM Octane and Agile Manager, CA Rally Jira, VersionOne, CA Rally, Jira and many others. Manage programs, projects, requests and other tasks proactively For faster project completion and success, it is important to understand risks and avoid resource spillages. Easy collaboration and process control make it possible to scale across your entire company, even for remote and distributed teams. Lean portfolio management can be used to make better scheduling decisions, decide where resources should spend their time, reduce costs, and improve productivity. For executives and stakeholders, continuous strategic engagement. All you need to do is one place: portfolio optimization and what-if analysis. The application portfolio management addon can help you to streamline application usage and business needs.