Best Project Portfolio Management Software for Small Business

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.

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.

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.

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!

Bordio is a project management software designed to help teams organize their projects and tasks efficiently. As a task management tool, Bordio allows you to plan out your team's week using a project planning calendar, prioritize tasks on a kanban board, and set reminders for meetings—all in one integrated platform. Imagine effortlessly dragging and dropping tasks into your online calendar, color-coding them for clear visibility of today’s priorities and upcoming commitments. Got a meeting? Schedule it directly in Bordio’s work board and streamline your workflow by eliminating the need for multiple apps. Plus, you can engage in real-time chat within a task, keeping all related conversations and files organized and accessible. Bordio’s integration with Google Calendar enhances this functionality, creating a unified view of all your schedules. This project management tool offers an affordable solution for comprehensive work management. It serves as both a team management software and project tracker, making it easier to manage workloads, track progress, and ensure projects are completed on time. With features like the task tracker and team task planner, Bordio empowers you to monitor each task's progress.

Faros AI combines all your operational data from multiple sources and enhances them with machine learning signals. The Faros AI Engineering Operations Platform allows you to harness this data so you can accelerate productivity, and better manager your engineering operations. With Faros AI, engineering leaders can scale their operations in a more data-informed way — using data to identify bottlenecks, measure progress towards organizational goals, better support teams with the right resources, and accurately assess the impact of interventions over time. DORA Metrics come standard in Faros AI, and the platform is extensible to allow organizations to build their own custom dashboards and metrics so they can get deep insights into their engineering operations and take intelligent action in a data-driven manner. Leading organizations including Box, Coursera, GoFundMe, Astronomer, Salesforce, etc. trust Faros AI as their engops platform of choice.

Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans. Runn makes resource management dynamic and visual from a single, shared view. Drill into different roles, teams and tags to compare trends and understand which groups are overbooked. Plan out tentative projects to see how plans might change if work gets confirmed. Track projects, view forecasts, and get relevant metrics within Runn. Get insights like utilization, project variance, and overall financial performance. Use Runn’s built-in timesheets to monitor project progress. Runn integrates with Harvest, WorkflowMax, and Clockify. With the API, build your own integrations to connect Runn with your favorite tools.

Resource Guru makes it easy to schedule people, equipment, or other resources online. Resource Guru is designed to replace cumbersome, outdated scheduling spreadsheets. It helps managers get organized quickly. The platform includes reporting, resource planning, resource scheduling and resource management. Resource Guru costs as low as $4.16 per month.

For teams of 10 or more, 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.

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.

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!

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.

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.

airfocus is a modular and modern product management platform. It is a complete solution that allows product teams to communicate and manage their product strategy, prioritize work, create roadmaps, and collect feedback to solve the right problems. Airfocus is flexible and can be customized to meet your specific needs without disrupting your team's workflow. Join thousands of global product teams that use airfocus to make better products and make better decisions. Start your 14-day trial today.

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.

Modernize, streamline, and centralize project management. Stop switching between Chats and Tasks, Docs, Calendars, Calendars, and Meeting tools. Bring your clients and team together in one powerful app. Automate progress tracking and create a clear plan for your projects. You can create a visual timeline to help you reach your big-picture goals. This will also help you build team alignment and automate the tracking of progress as tasks are completed. You can quickly and easily move your projects, team members, tasks, files, and files from Asana. ClickUp. JIRA. Trello. Nifty makes it easy for your team to pick up where you left off, without missing a beat. Nifty is trusted by thousands of forward-thinking organizations to unify their goals, actions, communications.

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.

DRIVING RESOURCE, SCHEDULING, AND TIME TRACKING FOR SOME WORLD'S MOST SMART COMPANIES. Hub Planner combines transparent Resource Scheduling and Timesheets with Vacation Management, Resource Requesting and Project Management. It is a simple, intuitive, and smartly designed software that makes planning easy. Hub Planner gives you the best view of your resource management team and resources. Hub Planner's interactive drag-and-drop Scheduler allows you to quickly view the availability and utilization of resources and to schedule your team for projects. Timesheets can empower your team. You can gain valuable insight into your team's performance by comparing the actual time reported via Timesheets to the forecasted time via resource scheduler. You can download, share, and view real-time analytics for all your projects and resources. The dashboard makes resource management easy by allowing you to monitor real-time resource and project performance. Capacity Planning Schedule by Custom Fields Pipeline Planning Resource Allocation Project, Budget, Billing Management Assign Tasks & Categories Request & Approval Workflows Timesheets, Tracking & Approval Dashboard Report Builder & Templates Audit Log, UAM 30 Day Trial

Hansoft is an agile project management tool that enterprises can use. Hansoft is fast, efficient, flexible and allows teams to work together more effectively so they can build better products and advance together. Hansoft runs natively on major operating systems such as OS, Windows, Linux and Mac OS. It offers tools for Scrum, tailored agile methods, Kanban and collaborative Gantt scheduling. News feed, chat, document management and external party collaboration. Portfolio analysis, long-term planning, real time reporting, workload analysis, and long-term planning are all possible.

Favro helps organizations transform into agile businesses by empowering all types of teams to work independently and helping leaders align all work towards company goals. Favro teams in marketing and product development, as well as their leaders and executive managers, have one place for planning, documentation and collaboration.

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

BVDash offers a unique, multiplexed and clean "Bird's eye View" Dashboard. One-stop access to all project data. It is a portal that allows you to access all systems and tools used by project teams for simple and complex projects. This is the most powerful and yet easiest communication and collaboration tool available for all project teams. This solution includes features such as program portfolio management and risk management, quality control, issue management, issue management budget, scope, schedules and team communication.

Your team will make it easier to work together. You should check out WeKowork. You can download WeKowork's beta version for free at app.wekowork.com. Many features are already available to help you manage your projects. Wekowork is a task management tool that can be customized to fit your project. You can share the progress of your project with your friends, colleagues, and customers. You can then become Koworkers with the first project management tool that includes all the essential features for a successful PMO. Identify the goals of your project and the roles of each milestone. This will give you a clear overview of your work as well as the progress of each task. Project management software - simplify your project planning. You can build your project using our application and follow the suggested key steps. You can even create a list of actions by theme and assign them to your project team.

These days companies need to be more flexible than ever, ready to adapt in fast-paced environments and seize new opportunities. When priorities and work are constantly changing, so should your project plans. LiquidPlanner is a transformative project management solution for teams that want to plan, predict, and perform beyond expectations. It’s a new way to align your people, projects and priorities to ensure the right people are working on the right things at the right time. Predictive scheduling dynamically adapts to change and manages uncertainty, so you always know in real-time when work will be done. With the power of planning intelligence, LiquidPlanner enables teams to deliver and optimize projects with confidence. Rated the best software for complex projects by PC Magazine, smarter planning is a click away.