Best Project Portfolio Management Software for Microsoft Teams

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.

monday work management is a comprehensive platform designed to help businesses organize, track, and optimize their workflows. It brings projects, tasks, and strategic goals into one unified workspace for better coordination. The platform supports various functions such as project management, resource planning, and business operations. It provides real-time insights into work progress, potential risks, and overall performance. monday work management includes automation tools that streamline repetitive tasks and improve efficiency. It offers customizable dashboards, reports, and workflows to meet specific business requirements. The platform integrates with over 200 applications, enabling seamless collaboration across teams. It is designed to support organizations of all sizes and industries. The system helps teams align their daily work with broader business objectives. It also enhances visibility across departments, improving communication and decision-making. By combining flexibility and automation, monday work management helps businesses increase productivity and operational efficiency.

Trello allows teams to work together more effectively and get more done. Trello's cards, lists, and boards allow teams to organize and prioritize projects in an easy, flexible, and rewarding manner. Trello can help your team stay organized, whether it's for work or a side project, or even the next family vacation. Trello cards allow you to dive into the details, adding attachments, comments, due dates and more. Collaborate on projects, from beginning to end. Let the robots do all the work! Automate your team's productivity with Butler. Eliminate tedious tasks from your to-do list. Trello can be used the way your team works best. Trello has the flexibility and features to suit any team's needs. Trello makes it easy to get your team started. All the tools and boards your team needs to succeed are gathered in one place. Integrate the apps that your team already uses into your workflow.

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.

Hive increases productivity among team members. Hive is a powerful collaboration and project management platform that offers a multitude of features in one comprehensive solution. The platform includes transparent project management tools, team communication and file storage and sharing. Time tracking and app integrations are also available.

Creating exceptional product experiences that drive the business forward requires a dedicated space for product inspiration, strategy, planning, and collaboration. Productboard’s customer-centric product management platform provides a central, integrated system that helps product teams understand what each core segment of customers needs, prioritize what to build next, and align everyone around the roadmap. It’s where modern product teams spark their next big ideas and how they get the right products to market, faster.

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.

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!

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.

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.

Engage with both internal and external partners, monitor campaign expenditures, provide updates to agencies, and organize company events. Enhance logistical efficiency by developing and sustaining effective supply chain strategies while fostering teamwork throughout the planning and implementation phases. Simultaneously oversee services, manage Requests for Proposals, conduct Proof of Concepts, and handle customer escalations with complete transparency. Develop recruitment strategies, facilitate and organize interviews, onboard new staff members, and align employee initiatives with other divisions within the company. Supervise project-centric sales, track essential milestones, deliverables, and contacts; accelerate deal closures and replicate success across various accounts. Collect and analyze data, propose actionable plans, manage assigned tasks, and promote data-driven initiatives within the business. Maintain a comprehensive overview of all ongoing projects and tasks for better visibility and prioritization, ensuring that nothing falls through the cracks. This holistic approach not only drives efficiency but also fosters a collaborative work environment conducive to achieving organizational goals.

Simple Admation is a marketing approval workflow and project management platform built for marketing teams, creative agencies and regulated organisations in banking, insurance, health and retail — where compliance, version control and audit trails are non-negotiable. The platform manages the full creative production lifecycle from structured brief to final approved asset in one system, eliminating the email threads, shared drives and disconnected tools that create version confusion, approval delays and compliance failures. Marketing project management: structured brief templates capture all requirements before creative work begins. Task scheduling runs against live resource capacity, with campaign calendars, real-time dashboards and Gantt-style timelines giving managers full visibility across every active project. • Approval workflow: assets route through sequenced, multi-level approval pathways. Stakeholders annotate directly online — print, digital, video and HTML — with all feedback consolidated in one view. Automated reminders, batch approvals and forwarding tools reduce high-volume review cycle costs. • Online proofing: side-by-side revision comparison and consolidated feedback management give teams a single source of truth across every review cycle. • Compliance: tamper-proof audit trail records every review action and approval decision with timestamps and reviewer attribution. Mandatory checklists enforce compliance steps before sign-off. • Resource management: live resource planner, time tracking, skill-based scheduling and workload dashboards. Used by Bupa, Spotlight, NIB, RACV, HESTA, NIB, Hollard, Woolworths, Mondelez, Spotlight and Tourism Australia.

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.

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.

Allex is a multi-project management and capacity planning tool. It improves collaboration as well as the overview in projects and teams. With Allex you implement more projects with the same team. Allex is a cloud-based capacity planning tool for projects and portfolios with integrated resources and tasks. If you are in the development, organization or product space, Allex will help you be about 20-30% faster! Benefits: - Better control and overview for machine, development, service and project orders - Link projects with resources and tasks - Simulation and easy adjustment of the entire project portfolio - Shorten project durations by up to 30 % - Control bottlenecks and changes with intelligent risk buffers - Excellent and customizable reporting capabilities - Work in an agile way with Kanban boards, task lists, Gantt charts and early warning indicators - Communicate changes easily and traceably with all your partners in Allex

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.

Intelligent Project Portfolio Management. Connect to Azure DevOps and Jira Software. Get high-level portfolio visibility, real-time insight into all your work, and make better decisions faster. All work in the enterprise. Keep everyone on the same page and track progress. Prioritize projects, assign resources, and track the progress of work across departments and teams. The ideation process makes it easy for you to request new projects, submit ideas, and gather all the details your team requires. PPM Express is a modern platform that allows you to manage your work, projects, and enterprise portfolios. It uses AI and machine learning to increase team productivity.

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.

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.