Best Project Portfolio Management Software for QuickBooks Online

The Kantata Professional Services Cloud, formerly known as the Mavenlink Industry Cloud for Professional Services, is an incredibly powerful collection of operational management and resource optimization, business insight, integration, workflow automation functionality, and workflow optimization functionality that optimizes resources. It also enhances operational performance. This resource-first architecture allows services businesses to have the best team possible and monitor progress against budgets and timelines so that projects run smoothly, predictably and profitably. The Kantata Professional Services Cloud is purpose-built to help agencies and professional services organizations with 50 to 5000+ employees. Kantata is your business's heart. Kantata was designed to address the challenges you face in resource management every day. Kantata's resource optimization functionality leverages operations management science, advanced algorithms and analytics to solve previously unsolvable business problems.

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.

Ravetree, an award-winning work management platform, empowers teams to deliver work quicker, be more informed, spend less time looking for information, and is faster than any other software. Ravetree is a software platform that allows companies to manage their resources, projects, and creative workflows from one place. Ravetree makes it easy to move between applications to find the right information, use cumbersome spreadsheets, or enter the same data multiple times. Ravetree makes it easy to get the job done!

CrossConcept Continuum is more than traditional PSA solutions. It incorporates cutting-edge UI technology, making it easier to use the solution. This reduces clicks and time spent logging data. CrossConcept Continuum integrates with all major accounting systems, allowing you to seamlessly synchronize your accounting and projects within one unified system. Our innovative PSA solution allows organizations maximize profitability by integrating financial accounting and connecting projects. This allows you to manage all stages and deliver on your promises, from conception to completion. CrossConcept has decades experience in helping service companies automate their processes. CrossConcept has worked with clients ranging in size from a few people to more than thirty thousand. CrossConcept Continuum was born out of real-world experience by the founder and his team. Our solution is a simple but powerful PSA!

OneDesk software combines Helpdesk and Project Management into one program. There is no need to buy, integrate, and switch between different applications. Your entire team can support customers and work together on projects from one location. OneDesk is a tool that can be used by both small and large businesses, as well as departments in large companies. It is popular with project managers, professional services, IT professionals, and customer service representatives. OneDesk is easy to use, features-rich, and highly configurable software that can manage both task and ticket 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.

Productive is a business management tool used by agencies and professional service providers. Productive’s main objective is to provide customers with an all-in-one platform that gives them a complete and real-time view of their business performance. With the Sales Pipeline overview, you can create deal flow and get sales organized. Use the simple time tracker to track your time and collaborate on tasks. Find bottlenecks that are costing you money and consuming your time. Resource Planning features can help you avoid overbooking, burnouts, and collisions. Track Profitability for hourly and fixed price projects. All billing and invoicing for recurring and one-time projects.

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.

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.

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

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.

Replicon's user interfaces are optimized for smartphones, tablets, and computers, making it easy to quickly record hours spent on any activity or project. Replicon time tracking software is fully customizable and can be used for any type of employee or timesheet format. Replicon timesheet software ensures data is accurate and ready for processing. It can verify, cleanse and analyze time information and review it. It also provides a built in compliance engine and rules engine to ensure that your business policies are adhered to. Transform timesheet data into cost, utilization, billing, and pay metrics. How much time you spend on time, how you converted it into money and how it contributes towards your growth are all things you can see. Time Intelligence is achieved by visualizing key metrics and managing time as an enterprise asset.

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

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.

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.

KeyedIn Solutions is transforming the way Project Management Office (PMO), teams work through its cloud-based solution for project portfolio management. KeyedIn's interface is simple and helps businesses improve project selection, resource allocation, portfolio-level reporting, and more. KeyedIn offers a unique combination of tools to manage portfolios, financials, deliverables and financials.

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.

Sciforma is a project and portfolio management software that is enterprise-centric. It's designed to drive innovation, enable change, and facilitate a company’s digital transformation. Sciforma allows teams to track and monitor project data, allowing them to make the right decisions. It has multiple features that focus on strategic management, operational management, and execution. Sciforma is a highly scalable and cost-effective option that can be deployed in a variety of deployment models.

You can scale and grow faster by spending 80% less time on managing work. It was easy for any size business to implement enterprise-grade transformation. MissionX will do the hard work for you, eliminating all complexity and costly apps that don't really communicate with each other. All your tasks can be managed from one amazing workspace. Real-time insight covering projects, clients, proposals, and financials. Automate admin work, reduce meetings, and still do what you love. missionX gives you more time for thinking. App fatigue can be reduced and teams have the freedom to work independently while still aligned with strategic goals. Track proposal effort, project revenue and expenses, as well as resource demand. In 5 minutes, you can accurately model estimates, bid, win, and move from proposal to live project. A modern, fully integrated management system that runs right out of the box.

Polaris project portfolio management (PPM), provides a consolidated view across all your projects, including timelines, costs, resources, and cost. Polaris MissionControl allows you to see the strategic goals of your organization in a high-level view of your project portfolio. It can be tailored to your role but works from a common data platform so there are no data silos and you work in harmony with other groups. Your framework and method for managing projects, portfolios, and resources should be defined. To manage portfolio prioritization, define risk and strategy scores. You can easily enforce standard processes, data, formats, and workflows across your organization. To ensure consistency in execution and growth, get everyone on the same page. As your business tracks them in our PPM tool, group your projects by portfolios. You can set any metrics and attributes you require. Complete transparency is required to manage delivery, costs, resources, and priorities. Improve portfolio performance.