Best Project Portfolio Management Software for Microsoft Excel

Project Insight (PI), a modern project and portfolio management software, can aggregate and report on all projects in your organization. PI consolidates your work, projects, and tasks in one online platform that you can customize to suit your business needs. PI is ideal for companies with complex project management requirements such as budgeting, scheduling, time-tracking, and capacity planning. However, PI is easy to use and customizable, which allows them to provide exceptional customer service. You can easily combine data from key CRM, accounting, DevOps and support software to give stakeholders real-time insights into your project. The FREE version of PI lets you start quickly and grow as you go.

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.

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.

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

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.

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.

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.

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.

Planview AdaptiveWork, formerly Clarizen, allows PMOs and professional service delivery teams of any size to gain real-time transparency across all their work. It automates workflows, proactively controls risks, and delivers greater business impact. Align your workforce to the company strategy, and ensure that they are focused on delivering the right things at just the right time. Track, manage and prioritize work requests, and ensure that all requests include all relevant information needed to execute. Bi-directional integration using custom triggers for capturing opportunity details to plan your client's projects. Automate and manage all stages of the request process (submission, scoring and routing) to be considered as projects, tasks, or work.

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 portfolio management and resource management solution to coordinate people across teams and initiatives, whether the work is traditional, agile or hybrid.

UniPhi, a Portfolio Tracking Management Application, is designed to show how projects are progressing. The software provides clients, staff, owners, and managers with a transparent platform that allows them to identify and collaborate on issues and run predictive analytics using the dashboard 'Summary Tools'. Leaders can quickly identify between projects that are on schedule and those that could be at risk of failure using the color status indicators. Because it is built to live in the cloud, the entire suite can be used on mobile devices and is fail-proof. Other features include Budget Management and Milestone Tracking as well as Time & Expense Tracking and Resource Management.

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.

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.

Microsoft continues to innovate the platform and tools that meet the needs of customers who require portfolio, project, and work management capabilities. This next generation of Project Online is built on the Microsoft Power Platform. It provides a solid foundation that allows your teams and partners to work together more effectively and achieve better business results. The strategy execution management supports the dynamic portfolio management requirements of business strategists, steering boards, strategy realization offices, and enterprise portfolio management office (EPMOs). Product teams need to be innovative, flexible, and efficient in deploying the right resources at the right time. The difference between being a leader or 2nd is knowing when to bring a product on the market. NPD should have the tools they need to compete. Demand can come from any source.

Fluid will help you unlock a new level of strategic business value, and boost your PMO. Connect all your strategic initiatives and align them with business goals to deliver maximum value. All your business, projects, strategies, operations, and change are all on one platform. Your entire team working together to achieve your strategic priorities. Demand management and project scheduling. Full project delivery includes scheduling, resource management, risks, and much more. Manage strategic initiatives, from idea to value. PPM software helps you manage multiple projects and programmes simultaneously throughout the entire project cycle. PPM software allows managers to prioritize projects according to strategic objectives, allocate budgets efficiently, track progress, and manage resources. We offer organizations a better, more user-friendly, and easier way to deliver value, adjust, change, and achieve their strategic goals.

Business cases don't depend on the delivery of task milestones. Amplify uses a goal-driven approach to program delivery. This keeps your team focused on the results that matter. Organizational agility is often referred to as the ability to adapt and respond to changes. How can you react before it's too late if you don't have visibility? Amplify gives your team the insight they need to identify and address challenges before they affect your bottom line. Too often, solutions are designed for "power users", who can live in a software and neglect those who have a limited view. Amplify recognizes that successful transformations require the engagement of all users. We have created a solution with ease-of-use as a guiding principle to help your team stay engaged and deliver results.

PPM software that is tailored to you, including card walls, agile, waterfall, kanban, agile and waterfall. It also integrates with ITSM/ESM. It is essential to have PPM software that allows you view all projects in a portfolio. Stakeholders can view how all projects are being managed and aligned to business strategic goals by using a portfolio approach to managing. Project tracking must be flexible enough to handle different types of projects and their complexities. Project Portfolio Management (PPM), software that allows you to create project plans and track them with dashboards and tools, can be used to help manage your projects. Collaboration can be difficult, especially when there are many people working remotely. Everyone stays on track with a clear view, which includes dashboards, time tracking and status updates. Manage project resources using drag-and-drop capabilities. Manage multiple baselines, variance, key performance indicators (KPIs), and other resources.

Make your investment dollars and effort count. JourneyLab makes it easy for you to organize, prioritize and manage your portfolio based upon strategic contribution. Executives can gain insight into how their initiatives contribute to business results. Transparency and traceability throughout the entire process, from strategy to execution, over time periods, is essential for identifying areas that need improvement. To keep information flowing between decision-makers and key stakeholders, there is a continuous, 2-way feedback loop. So you can see what is changing and how to react. You can use these insights to optimize your portfolio, no matter if it's stopping or doubling. Talk about the challenges you face and make adjustments as necessary. To ensure that effort is aligned to results, connect your portfolio of projects and BAU initiatives, as well as product proposals, asset investments, and product investments to strategy. Automatically generated lead indicators will help you track how well your initiatives are delivering the desired business results.

The Acumen Suite automates schedule analysis, risk management, and schedule optimization to help your team make better decisions and improve the success of projects. Acumen Fuse is the core of the suite and evaluates plans in seconds to ensure a solid, reliable schedule. Addition of Acumen Risk and 360 eliminates statistical and logical challenges associated with typical risk models and generates automatically schedule scenarios to make smart acceleration a real possibility. Addition of the companion product Acumen Touchstone automates submissions, assessments, and feedback for schedules to improve quality and saves time. Acumen Fuse analyzes project schedules, cost data and other information to produce the most accurate schedules and cost estimates. Acumen Risk uses modeling, analysis and reporting of risk to reduce risk and mitigate impacts, as well as improve decision making.

Conductor is a transformation platform for enterprise-level organizations that delivers KPI/benefits, accountability and governance to your specifications. We empower leading organizations, government agencies and professional service firms as well as private equity funds around the world to accelerate benefits and derisk execution. Our customers execute their most important, large-scale program with significant EBITDA impacts, including strategic transformations and cost reductions. They also optimize procurement and supply chains, ESG, M&A and technology delivery. Conductor brings clarity and simplicity to every phase of your journey. Every subscription to Conductor includes flexible modules, best practice templates, and proven playbooks for every phase of the transformation journey. The Conductor ecosystem goes beyond the platform. It includes tailored training and a fully-supported ecosystem.