Best Project Portfolio Management Software for Microsoft SharePoint

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.

Planview ProjectAdvantage brings clarity, control, and scalability to enterprise project management by unifying project data, resources, and performance insights in one platform. Built for growing PMOs and complex organizations, it eliminates silos and inefficiencies by connecting teams through a single source of truth. Users can monitor resource allocation, track workloads, and forecast capacity with precision using dynamic dashboards. ProjectAdvantage’s portfolio scoring tools and sandbox environments make it easy to prioritize initiatives and align them with company strategy. Its flexibility supports any methodology—Agile, hybrid, or Waterfall—making it ideal for diverse industries and workflows. Seamless integrations with leading enterprise systems like Jira, ServiceNow, and Microsoft Teams enable cross-functional collaboration and real-time visibility. Backed by AI-driven analytics, Planview Projectadvantage helps accelerate project delivery, improve performance tracking, and ensure continuous strategic alignment. Designed for agility, it’s a transformative solution that turns project chaos into structured, measurable success.

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.

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.

Planforge is a leading project work management 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.

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.

Replicon is a cloud-based platform built to manage the complex demands of time tracking, project costing, resource management, and labor compliance, no matter your industry or team size. With intelligent, AI-powered timesheets and an intuitive user interface, Replicon helps you automate time capture, reduce manual effort, and ensure data accuracy across all departments. Whether you're running client-facing projects, internal operations, or hybrid teams across global locations, Replicon provides full visibility into work hours, cost allocation, and task progress. Built-in project costing, configurable workflows, and compliance tools help you manage wage rules, overtime, location-based labor laws, and approval hierarchies with ease. Replicon also includes robust forecasting and reporting features to help managers make informed decisions about staffing, delivery timelines, and project profitability. With integrations for ERP, CRM, and payroll systems, it creates a centralized view of people, projects, and performance. Ideal for operations, HR, IT, finance, and project management teams, Replicon transforms how businesses track time, manage labor, and drive results, with real-time intelligence and automation at its core.

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.

Riskonnect Portfolio and Program Management Software is a comprehensive solution that helps organizations manage projects, programs, portfolios, and associated risks in a centralized environment. The platform is designed to improve project visibility, strengthen governance, and support strategic decision-making by aligning resources, budgets, and risk management processes across the organization. Businesses can use the software to plan and prioritize projects based on factors such as return on investment, resource availability, organizational goals, and risk exposure. The system provides powerful tools for budgeting, cost tracking, scheduling, workflow automation, and resource allocation to help teams maintain control over complex projects. Risk management features allow organizations to identify potential issues, evaluate threats, implement mitigation strategies, and monitor risks across multiple projects and programs in real time. Interactive dashboards, customizable reports, and risk-adjusted Gantt charts provide immediate visibility into project health, timelines, deadlines, and critical dependencies. The platform also improves collaboration by allowing contributors, project managers, executives, and stakeholders to update records, manage risks, and communicate effectively within a shared environment. Riskonnect helps organizations eliminate fragmented spreadsheets and disconnected systems by consolidating project and risk data into one secure platform. Automated workflows simplify approvals, task assignments, and governance processes while reducing administrative overhead. Users can drill directly into records, modify risk details instantly, and generate reports with just a few clicks to support faster decision-making.

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.

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.

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.

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.

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.

Software for managing capital projects that delivers value faster. Time is crucial for major construction projects. Delays can have serious consequences. Each month that a project takes longer to start, and each month that is added to the schedule, increases risk and costs. Contruent capital project management software makes it possible to get your projects moving faster. Contruent software is ready for project right out of the box. It has more than 25 years worth of best practices and extensive capital construction experience built right into it. EPCs and owners/operators will find everything they need to ensure project success so they can meet their deadlines and budget expectations. Contruent capital project management software has helped build many of the largest construction and engineering projects across a range of industries--including mining, oil and gas, rail, infrastructure, utilities and more--on six continents.

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.

Defining a strategy is a crucial step in establishing effective alignment between strategy and execution capabilities. Uppwise SPM features a specialized strategy module that aids in formulating enterprise strategies by identifying and mapping essential elements that contribute to value creation. This module enables the connection of Strategic Themes (or Pillars) and Key Goals to Objectives & Key Results (OKR), thereby linking the overarching enterprise vision with the execution teams. Furthermore, the Uppwise SPM strategy module integrates seamlessly with the portfolio module, facilitating both top-down funding and bottom-up updates regarding the performance of strategy execution. Additionally, Uppwise SPM provides a robust, user-configurable, and role-based dashboarding module, empowering users to create analytical pages that illuminate the underlying causes of both successes and failures. This comprehensive approach not only enhances strategic oversight but also fosters a culture of accountability throughout the organization.

Begin your journey into a data-centric future with practical solutions that effectively utilize the cloud services you currently possess. Design impactful dashboards that enhance your ability to make informed decisions based on data. Streamline routine tasks to enable your teams to operate with greater efficiency. Foster seamless connections and collaborations, no matter where you are located. Tailor your solution to adapt as your business grows and faces new challenges. Align your project portfolio with your organizational strategy to ensure focus on key initiatives. Enhance the efficiency and predictability of project delivery. Achieve a balance between capacity and demand to ensure the success of your projects. Integrate insights from various sources to support data-driven choices. Oversee resources, investments, RAID logs, and project status using a single, cohesive tool. Facilitate effective collaboration among teams on projects within their preferred Microsoft environment. Simplify enterprise risk management through our intuitive, fully customizable platform. Gain the essential visibility needed to monitor, manage, and address potential risks effectively. By implementing these strategies, you can ensure sustainable growth and a resilient business model.

Actio is a comprehensive cloud-based platform for business performance and corporate management that aims to integrate and automate various functions such as strategic planning, performance monitoring, risk assessment, and incentive management into a singular system. By facilitating the alignment of goals, indicators, actions, and dashboards, it empowers organizations to effectively execute their strategies, enabling leaders to oversee performance across different teams and organizational levels. The platform supports various methodologies, including OKR, BSC, PDCA, and agile approaches, while leveraging built-in AI capabilities to produce actionable insights, identify performance shortcomings, and promote data-informed decision-making instead of merely responding to issues as they arise. Additionally, Actio encompasses modules for strategic management, risk analysis and mitigation, performance and human resource management, variable compensation tracking, budget oversight, and customizable digital checklists, all housed within a unified environment that features real-time dashboards, visual representations, and KPI progress tracking. This holistic approach not only streamlines operations but also enhances collaboration and accountability throughout the organization, making it an essential tool for modern businesses striving for excellence.