Best Project Portfolio Management Software for Microsoft Excel

Project Insight is a project and portfolio management software for growing companies. It centralizes project data from across expanding teams and multiplying software systems to streamline workflows, automate processes, and help you make confident, data-driven decisions about your business. Project Insight also empowers you to manage work at the project, program, and portfolio levels–simultaneously. Identify priorities and keep work aligned with strategic objectives. Track cross-level progress, resources, budgets, and risks & take immediate action from a centralized hub that automatically notifies teams of adjustments. Integrate & sync project data between the software tools you are already using like Azure DevOps, Jira, Microsoft Project, and ServiceNow. Optimize cross-team workflows, reduce double-entry, and get a clear picture of capacity, progress, budgets, and risks across your organization.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

ProjectManager is an award-winning SaaS company that is transforming how businesses get work done in this hybrid world. Our SaaS project and work management solutions enable world-class collaboration for thousands of customers globally, with tools for project planning, workflow management, resource management and time tracking across the entire work lifecycle. ProjectManager is simple enough for anyone to use, yet powerful enough for managers to make data-driven decisions and for businesses to manage projects of all levels of complexity. Organizations such as Nestle, Avis and Lubrizol rely on our software to manage their teams, their projects, and do amazing things together. ProjectManager is headquartered in Austin, with offices in Auckland, Seattle, and other great cities around the globe.

Office Timeline is a powerful and easy-to use PowerPoint add-in. It allows you to create Gantt charts and roadmaps in minutes by using professionally designed templates. It blends seamlessly with native PowerPoint so it will feel and look familiar. Drag & Drop actions that are intuitive and intuitive allow you to have complete control over all elements of the design. You can import features from popular software such as Excel, MS Project Smartsheet, Wrike, and MS Project. This allows you to import external data without having to manually enter tasks or milestones. To make the most of your time, save the templates and share your work from the add-in. Our goal is to help all levels of users create compelling presentations, and communicate a clear story through engaging visuals. This is without having to put in hours before every meeting.

Planforge is the leading hybrid program and portfolio software provider. The web-based PPM solution bridges information silos by integrating cross-functional Jira processes and enterprise agile planning, (SAFe), with resource management. Planforge enables your organization to adapt faster to changing environments, turn strategy into actions, and make better value based decisions.

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.

ProWorkflow is a web-based project management software that makes it easy to manage your teams and projects. ProWorkflow is a web-based project management tool for freelancers, startups, or enterprises. It offers a variety of powerful tools that can help you get the job done. ProWorkflow features include the ability to assign tasks, track time, and reschedule projects. ProWorkflow also provides easy quoting, invoicing, and reporting tools.

OpenProject is a powerful and easy to use open source project management software. You can choose between the free community edition or the enterprise version (either the cloud-based solution or on-premises version hosted by you). OpenProject offers simple and efficient project management throughout the entire project lifecycle and has highest data security starndards that support your project management process from beginning to end. You can: - Collect ideas and define project scope and deliverables. - Use the list view to specify and break down work packages into manageable tasks or activities. - Quickly create tasks using inline creation, or you can specify more information using the full-screen view. - Highlight changes to the project schedule and display multiple projects in one gantt diagram. - Keep track of all issues - risks, tasks, features, bugs, and more . - Create separate workflows and customize fields to adapt OpenProject for your specific needs.

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

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.

Scientrix empowers business leaders to create and manage responsive organizations by providing an enterprise-ready AI digital platform that allows them to plan and execute their enterprise strategy. We do this through an end-to-end strategy-to-execution-to-impact solution. There are many benefits to using AI to increase portfolio value, including 10x faster alignment, linking execution to analysis, and scaling lean portfolio management with less effort. Scientrix also offers award-winning software and data management, as well as advisory services. Our unique thought architecture, advanced technology and change enabling services have a track record of supporting small and large companies in the design and acceleration of their strategy implementation.

Celoxis is a project portfolio management tool that allows project leads and organizations to easily strategize, balance priorities, and optimize resources across projects and portfolios. With features promoting effective communication & collaboration, Celoxis enables accurate tracking, evaluation, and progress visibility of your project portfolio, ensuring it's in sync with organizational goals. Benefit from strategic decision-making, risk management, and scenario analysis for more successful projects.

Meisterplan is a people-centric solution for portfolio and resource management, designed to help organizations coordinate projects across teams and work environments. With Meisterplan, it is easy to see and adapt priorities as needed. Its prioritization features such as project scoring ensure that any new projects added to the portfolio are not only aligned with business goals but also realistic and achievable. The interactive Portfolio Designer enables real-time analysis of the project portfolio. For deeper insights, there are built-in pivot reports and dashboards as well as the Reporting API, which offers extended analysis capabilities. The Plan vs. Actuals features allow users to compare key performance indicators in the portfolio plan with actual results to guide data-driven decisions. Data management is flexible: users can work directly in Meisterplan or import data from other systems through a wide range of integrations, connectors, APIs, and the Quick Import feature. Already trusted by companies across a variety of industries.

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.

ITM Platform is the Project Portfolio Management Software that bridges the gap between project management and strategy. It takes just two weeks to integrate and is easy to learn. You and your team members can be fully operational quickly and have the tools and resources you need for managing your portfolio and aligning it with the overall business strategy. ITM Platform provides robust control over economics (costs, revenue, etc.) at all levels: portfolio, program, project and task. You can manage agile and waterfall projects, prioritise what is most important for your business, and report on progress company-wide using real-time information.

Triskell is a true Enterprise solution focused on Strategy Execution Management with advanced Project Portfolio Management features, helping to fill the gap between strategic planning and proper execution. Triskell allows companies to plan, prioritize, manage and monitor their organization's initiatives. It includes tools for demand management, capacity management, project portfolio management, application portfolio management, resource management, financial management, waterfall and agile project management, and IT service portfolio management.

Microsoft is at the forefront of innovation, continually enhancing its platform and tools to meet the project, portfolio, and work management requirements of its customers. The latest iteration of Project Online, built on the Microsoft Power Platform, provides a strong foundation that fosters enhanced collaboration among teams, enabling them to achieve successful business outcomes like never before. This approach to strategy execution management is designed to cater to the evolving portfolio management demands of business strategists, steering committees, strategy realization offices (SROs), and enterprise portfolio management offices (EPMOs). To thrive in today’s fast-paced environment, product teams must embrace innovation, agility, and efficiency in allocating appropriate resources to tasks at the optimal moments. The timing of a product's market entry can be pivotal, distinguishing between industry leadership and settling for second place. Equipping new product development (NPD) teams with the necessary tools can provide a significant competitive edge. As demand can arise from various sources, staying adaptable and responsive is crucial for sustained success.

Experience unmatched strategic business advantages and elevate your PMO with Fluid. Seamlessly integrate all components of your strategic initiatives, ensuring they are in sync with your business objectives, to maximize overall value. With everything from projects to operations and strategy housed in a single platform, your entire team can focus on your strategic priorities effectively. This includes comprehensive demand management and meticulous project planning. Complete project delivery encompasses resource allocation, scheduling, risk management, and much more. Oversee strategic initiatives from conception to realization of value. Project Portfolio Management (PPM) software serves as an essential tool that facilitates the simultaneous management of multiple projects and programs throughout their entire lifecycle. It empowers project managers to prioritize initiatives in line with strategic goals, efficiently allocate resources, monitor budgets, and track progress with ease. By leveraging our solutions, organizations can streamline their processes, adapt to changes swiftly, and consistently achieve their strategic ambitions while enhancing overall user satisfaction. In doing so, they position themselves for long-term success and growth in a competitive landscape.

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.

Focusing solely on task milestones is insufficient for effective business cases, so why limit your tracking to just that? Amplify adopts a goals-oriented strategy for program execution, ensuring that your team remains concentrated on achieving meaningful outcomes. While organizational agility is frequently emphasized as the capacity to adapt to change, the question remains: how can you effectively respond if you lack visibility into the situation? Amplify equips your team with essential insights, enabling you to identify and tackle challenges before they negatively affect your profitability. Typically, solutions cater to the "power users" entrenched in software systems, often overlooking those with more limited interaction. Acknowledging that a successful transformation hinges on the involvement of all users, Amplify has designed a solution centered on user-friendliness, fostering engagement and paving the way for your team to achieve success. This comprehensive approach ensures that every member can contribute to the shared goals, reinforcing the idea that collaboration is key to thriving in today's dynamic business environment.

Customizable PPM software offers features like card walls, kanban boards, agile methodologies, waterfall processes, and collaborative task lists while integrating seamlessly with ITSM/ESM systems. It is essential to have PPM software that provides a comprehensive view of all projects within a portfolio, as this enables stakeholders to monitor progress and ensure alignment with the organization's strategic objectives. By adopting a portfolio management approach instead of focusing on individual projects, teams can gain better insights into overall performance and interdependencies. Flexibility in project tracking is crucial to accommodate the diverse complexities of various project types. With Project Portfolio Management (PPM) software, users can develop project plans, utilize tracking tools, and access interactive dashboards to enhance visibility. Coordination among teams can often prove challenging, particularly with many individuals working remotely; thus, having intuitive dashboards, simplified time tracking, and consistent status updates fosters accountability and keeps everyone informed. Resource management is made easier with convenient drag-and-drop functionalities, enabling efficient allocation and adjustment of resources as needed. Furthermore, the ability to manage multiple baselines, monitor variances, and track key performance indicators (KPIs) is vital for ensuring that projects remain on target and meet their objectives effectively. In essence, a robust PPM solution not only streamlines project management but also enhances collaboration across the board, ensuring that all team members are aligned toward shared goals.

Maximize the impact of your investments and efforts with JourneyLab, which simplifies the organization, prioritization, and governance of your portfolio according to strategic value. It provides executives with crucial insights into how their projects affect overall business performance. You will benefit from full transparency and traceability from strategy formulation to execution over various timeframes, enabling you to identify areas for improvement. A continuous, two-way feedback mechanism ensures vital information circulates among stakeholders and decision-makers, keeping you informed about changes and how to address them effectively. With actionable insights at your fingertips, you can refine your portfolio, whether that means halting certain initiatives or investing more resources into others. Address challenges as they arise, allowing for immediate adjustments where necessary. By aligning your projects, ongoing initiatives, product proposals, and asset investments with your overarching strategy, you can guarantee that your efforts yield the desired outcomes. Additionally, automatically generated lead indicators will help you monitor the effectiveness of your initiatives and their capacity to achieve the anticipated business results, fostering a proactive approach to portfolio management.

The Acumen Suite streamlines the processes of analyzing project schedules, managing risks, and optimizing timelines, empowering your team to make informed decisions and enhance project outcomes. At the core of this suite is Acumen Fuse, which quickly assesses plans to guarantee dependable project schedules within minutes. By incorporating Acumen Risk and 360, users can overcome the typical hurdles of statistical and logical risk models while effortlessly generating schedule scenarios that facilitate effective acceleration of projects. Furthermore, the addition of Acumen Touchstone automates the processes of schedule submissions, evaluations, and feedback, leading to improved quality and significant time savings. Acumen Fuse not only aids in scrutinizing project schedules but also analyzes cost data, ensuring the creation of the most precise schedules and cost estimates achievable. Acumen Risk, through its comprehensive modeling, analysis, and reporting functionalities, is designed to minimize risks, lessen their impacts, and enhance the decision-making process, thus contributing to overall project success. Together, these tools create a robust framework that significantly increases efficiency and effectiveness in project management.

Conductor serves as a robust transformation platform designed for enterprises, seamlessly aligning strategy with execution while providing tailored KPI tracking, accountability, and governance to suit your organization's needs. We assist top-tier companies, government entities, professional service organizations, and private equity firms in expediting benefits realization and minimizing execution risks. Our clients effectively manage their most vital large-scale initiatives, which have a considerable impact on EBITDA, spanning areas such as strategic transformations, cost savings, portfolio management, procurement and supply chain enhancements, ESG initiatives, mergers and acquisitions, and technology implementations. Conductor simplifies the complexities encountered at every step of your transformation process, ensuring clarity and direction. Each subscription to Conductor comes equipped with tried-and-true playbooks, customizable modules, and best practice templates tailored for each stage of your transformation journey. Furthermore, Conductor's ecosystem extends well beyond the software itself, providing comprehensive support and customized training to maximize your success. With Conductor, organizations can navigate their transformation with confidence and precision.