Best Project Portfolio Management Software for Microsoft 365

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

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.

ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads. ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content. ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team. ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.

Asana is an all-in-one work management solution that helps teams coordinate tasks, projects, and company-wide goals in a single platform. It enables organizations to gain clarity on priorities by aligning everyday work with strategic initiatives. Asana’s AI features assist teams by automating routine work, highlighting risks, and providing real-time insights with full business context. The platform supports diverse workflows such as project management, goal tracking, resource planning, and campaign execution. With more than 300 integrations, Asana seamlessly connects to the tools teams already rely on. Its flexible design allows companies to customize workflows to match their processes and scale effortlessly as needs evolve. Asana is trusted by leading global enterprises across industries including healthcare, technology, retail, and manufacturing. Robust security, privacy controls, and compliance features ensure sensitive data stays protected. Dedicated solutions like Asana Gov extend these capabilities to public sector organizations.

For teams of 10 or more, Prism PPM (previously WorkOtter) was the #1 Rated and Fastest Growing Cloud PM in 2022. WorkOtter is an easy-to-use solution for Product/Engineering/IT/Innovation PMOs ready to move from spreadsheets to simple SaaS project, resource, and portfolio mgt. with “Magic” animated dashboards. Include FULL 2-way sync with Jira, MS Project, Office 365, and more. Top Features: Ideas, Projects (Gantt, Kanban, RAID Logs), Portfolios (What-If), Time, Capacity Planning, and Financials.

Smartsheet is a recognized leader in work management and collaboration solutions designed to transform team discussions into productive outcomes. This platform empowers organizations by providing them with a robust toolkit that fosters innovation, attracts new clients, and drives revenue growth. With its intuitive spreadsheet-like design, Smartsheet includes features like file sharing, Gantt charts, automated workflows, user-friendly portals, and dynamic dashboards, among numerous other capabilities, making it an essential resource for effective project management. Ultimately, Smartsheet not only streamlines processes but also enhances overall team performance and collaboration.

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.

Adobe Workfront is a leading enterprise work management solution designed to help marketing teams plan, coordinate, and execute projects at scale. Serving as a marketing system of record, it centralizes tasks, resources, timelines, and reporting into a single, structured environment. Teams can move planning activities out of silos and into shared modules that link strategy directly to execution workflows. Interactive views such as calendars, timelines, and dashboards provide role-specific visibility and actionable insights. Automation capabilities streamline approvals, task routing, and repetitive processes to improve operational efficiency. Workfront supports agencies and in-house teams alike, enabling seamless cross-functional collaboration across complex ecosystems. Built-in review and approval tools ensure brand compliance and creative alignment. Deep integrations with Adobe Experience Manager, Creative Cloud, Frame.io, and GenStudio enhance the content supply chain. Recognized by industry analysts and customers, Workfront drives measurable improvements in project velocity and output. By unifying planning and execution, Adobe Workfront empowers enterprises to deliver campaigns faster and with greater precision.

Samepage, an award-winning collaboration software for teams, allows you to collaborate with your team and get more done. Sampage allows teams of any size to benefit from a variety of online collaboration tools, including video conferencing, task management and file sharing. It integrates with top business apps, which helps users consolidate workflows.

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.

Workzone is a cloud-based project management solution that can be used by agencies, marketing, and operations teams. Workzone is powerful and easy to use. It offers automated email reports that provide current project status information. This allows users to focus on the tasks that require immediate attention. Workzone offers a wide range of tools to help with project collaboration, document management and reporting, resource and task management and time tracking.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Cerri Project is an enterprise project management software that can be used for a variety of project types and project teams. Cerri Project is available as both a private cloud-based and on-premise solution. It offers flexible portfolio and project management tools that are highly configurable. It offers PPM capabilities like strategic alignment, what if analysis and financial planning; project planning, Gantt charts, resource management; time tracking; expense tracking; document management and social team collaboration.

Asite serves as a collaborative open platform for the construction industry, allowing entities involved in capital projects to unite for planning, designing, and building while ensuring smooth information exchange throughout the supply chain. By offering a comprehensive suite of solutions, Asite connects teams that are spread across different stages of capital asset development, helping them to enhance quality and foster resilience in their projects. Additionally, Asite empowers capital project owners to lead in innovation, ensuring a continuous flow of critical information that aids in the development of digital twins throughout the project's duration. This capability not only streamlines processes but also enhances project outcomes significantly.

SuitePro-G is a project portfolio management software, designed by IQar, a French leader in project governance for more than a decade. The PPM solution is a SaaS, built for organizations that wish to improve their project management maturity. SuitePro-G is intended for all types of businesses, large and small, in all industries. Gantt chart, Kanban board, roadmap planning, and work breakdown structure are just a few of the visual decision-making management tools included in SuitePro-G. Main features of SuitePro-G include: easy time-tracking, reporting, task management, resource management, an integrated documentary space, team collaboration, etc. Furthermore, the project management software is highly customizable; it adapts to the users’ needs, resulting in a more personalized level of service. SuitePro-G, try it once, use it forever!

Organizations strive to evolve, innovate, and remain competitive in their industries. They reflect the complexity of the individuals within them, brimming with potential yet often hindered by established routines. Embracing business agility involves cultivating a mindset and adopting practices and tools that prioritize value creation and a deep focus on customer needs. The OnePlan team is dedicated to guiding your organization towards enhanced innovation, adaptability, and speed through tailored technology and consulting services that align with your unique journey. It is essential to identify critical business strategies and link these to execution activities across the enterprise. Ensuring that work aligns with objectives, desired business outcomes, and real-time performance metrics is paramount. By broadening agile practices to encompass more teams, including those at the executive level, organizations can significantly improve their time to market, product quality, and overall productivity. Teams should be empowered to utilize the execution methods and tools that best meet their distinct requirements. Furthermore, maintaining visibility and facilitating decision-making across all levels is crucial in navigating the complexities of change. Ultimately, effective leadership involves the capability to respond to change swiftly and with assuredness, fostering an environment where innovation can thrive.

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.

Camms PPM is a comprehensive solution that helps organizations manage multiple projects, programs, and portfolios strategically. It provides configurable workflows to align with internal processes and enable efficient planning, scheduling and resource allocation. The platform offers real-time dashboards, automated reporting and enhanced oversight to support informed decision making. Camms PPM also includes robust risk management tools, allowing users define key risk indicators, and implement effective controls, to ensure that projects are completed on schedule and within budget.

CRM and project management suite. WiseTeam integrates modern management techniques such as KANBAN, SCRUM and A3, SALESPIPELINE, ITIL, and SALES PIPELINE. All tasks related to sales, projects and internal activities can be planned and tracked in real-time. The interactive KANBAN board displays tasks. It makes it easy to delegate tasks, focus on the tasks of the week, and see the future workload of employees. It is easy to track employees' time, each project has summary information, and billing is simple. It is easy to plan a project, its activities and results, as well as the budget. You can now monitor the status of your project in real-time. You can also deliver the results on schedule, within budget and within the scope. You can monitor not just one project but the entire portfolio of projects or all of your company's projects. You can keep track of all your sales opportunities by storing information about potential clients and their employees in one location.

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

UMT360's Strategic Portfolio Management Solution provides critical portfolio management capabilities that many organizations are lacking. UMT360 ensures that you have the right business planning and controls in place to help model and analyze all aspects and align investments with strategy, accelerate business transformation, and facilitate business growth. Our unique approach allows clients to incrementally deploy the capabilities they need to gain visibility, gain insight, and establish enterprise connections to accelerate business transformation and improve decision-making. These are key capabilities: * Governance Controls for All Portfolios * Demand & Innovation Management * Forecasting and Budgeting * Resource Utilization & Management * Outcome Management * Strategic Portfolio Analysis * Roadmapping and Release Management * Business Intelligence & Metrics

edison365 is a powerful cloud-based platform that unifies idea management, project delivery, and portfolio oversight in a single application. It enables businesses to customize workflows with configurable stage gates, approval flows, and governance models using intuitive drag-and-drop tools. The platform features personal dashboards for productivity, Gantt charts for visual project scheduling, and comprehensive reporting to support data-driven decision-making. Trusted by more than 100 global organizations, including those in engineering, construction, and healthcare sectors, edison365 helps teams discover and develop promising ideas with measurable ROI. It supports everything from innovation management to risk management and employee engagement, ensuring no project is too complex or too small. With award-winning tools and a user-friendly interface, edison365 transforms how businesses manage their work and deliver results. Its flexibility and scalability make it suitable for global teams and diverse industries. Overall, edison365 drives business transformation by connecting ideas to execution seamlessly.

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.

Innovation is at the heart of becoming Future-Fit. Our end-to-end innovation management platform and services empower medium and large-sized organizations to become more adaptive, creative, and resilient. Planbox helps you turn creative ideas into winning projects and integrate everyday tools to collaborate smarter with your community of employees, customers, partners, startups, governments, academia, and expert solvers. Planbox has offices in Canada, UK, and USA, with customers around the world in over 140 countries.