Best Project Portfolio Management Software for Microsoft Excel

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.

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 project and portfolio management software featuring in-depth project data and the market's most comprehensive planning features. Thousands of users worldwide trust our platform for advanced scheduling, automated cost and time tracking, resource management and risk analysis. We enable flawless project execution while providing unbeatable insights at every stage.

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

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 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.

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.

Effective project prioritization serves as the cornerstone of successful portfolio management. By establishing clear priorities, organizations can concentrate on generating significant strategic outcomes, address the challenge of managing excessive projects, and allocate resources more efficiently. TransparentChoice’s software leverages decision science and empirical research to identify effective strategies. The ultimate goal of undertaking projects is to achieve strategic impact; misalignment can render efforts futile. With a transparent prioritization process, determining which initiatives deserve limited resources becomes significantly more straightforward. Prolonged decision-making in prioritization can hinder organizational efficiency. Picture the benefits of halving your prioritization cycle time! In dynamic environments, robust prioritization equips you to adapt swiftly to changes. This capability is essential for maintaining agility as an organization. Moreover, projects that align closely with strategic objectives are 45% less likely to exceed their budgets, highlighting the financial advantages of effective prioritization. Ultimately, structured prioritization not only streamlines processes but also enhances the overall success of project execution.

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.

Clarity is an advanced project and portfolio management solution designed for enterprises, enabling organizations to oversee the entire process from idea generation to execution with both flexibility and accuracy. It facilitates quick project launches through the use of adaptable templates, features user-friendly task management options with dynamic Gantt charts, and offers various viewing formats such as list, grid, timeline, and Kanban. Additionally, it incorporates automated scheduling that takes into account dependencies, resource availability, and critical deadlines. By providing a consolidated portfolio overview, real-time analytics, dashboards, and customizable reporting, users are equipped with strategic insights to identify risks or bottlenecks before they affect project delivery. The platform also excels in resource management, enabling assignments at both role and individual levels, along with approvals, forecasting, and optimization capabilities. Designed for scalability, Clarity accommodates workflows in ideation, demand management, strategic planning, scenario analysis, and much more, making it a versatile tool for any organization. With its comprehensive feature set, Clarity stands out as a pivotal asset for organizations aiming to enhance their project management efficacy.

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.