PM3 vs. SmartPM Comparison Chart

Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes. Forward Planning • Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options • Investment prioritization, capacity planning, and demand management • Program and product funding, roadmapping, and financial planning • Forecast versus actuals tracking Outcome-Led Governance • Connected objectives and key results across portfolio, program, and team levels • Strategic missions translated into specific investments • Program management, project planning, and resource management • Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration • A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution Contextual Intelligence • A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes • Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph • Anvi available through in-app intelligence, Anvi Chat, and Anvi Home • Connections to systems of record across an organization's existing technology stack through Planview Hub Security and Deployment • SOC 2, ISO 27001, and ISO 27701 certification • Data encryption in storage, transit, and backups • Cloud-hosted or on-premise deployment options • Customer data is not used to train AI models and is not shared with other customers or third parties • Planview Anvi operates within the customer's own Planview environment rather than as an external service Portfolios is designed for organizations managing multiple operating units, geographies, or diversified portfolios that need a connected operating picture across strategy, delivery, and outcomes.

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.

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment

Planview® AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries.

For over 25 years, Skillcast has helped organisations build strong compliance cultures through an ethical AI-first approach to compliance learning. Trusted by 1,400+ organisations worldwide, including Tesco, Barclays, Dr. Martens, and Investec, Skillcast centralises e-learning, policies, disclosures, registers, and reporting into one auditable Compliance Portal. The platform combines intelligent automation with human expertise to make compliance more effective, engaging, and easier to manage without removing oversight or accountability. Features include a built-in LMS, policy governance tools, disclosure management, CPD tracking, and Aida, Skillcast’s AI Digital Assistant, which provides employees with real-time compliance guidance and contextual support. By simplifying compliance operations, improving visibility, and strengthening accountability, Skillcast helps organisations streamline regulatory reporting, reduce administrative burden, and make smarter compliance decisions.

Filevine, powered by LOIS, is an AI-driven legal intelligence platform designed to provide a unified system of truth for modern legal practices. It connects data, documents, workflows, and teams into a single, cohesive environment. The platform enables legal professionals to verify facts, prepare depositions, and manage cases more efficiently. LOIS delivers contextual insights by analyzing the entire matter lifecycle in one place. It supports functions such as document management, contract management, and billing within a centralized workspace. The system is built to enhance decision-making by providing accurate and actionable intelligence. Its AI capabilities help automate workflows and streamline legal operations. Overall, Filevine empowers organizations to improve productivity and achieve better legal outcomes.

Everything you want in your NEMT software. RouteGenie minimizes your costs by building you the most efficient schedule everyday based on the capacity of your vehicles. On average, RouteGenie customers see a 10-20% reduction in the number of vehicles on the road and miles driven. Once your day gets started, a lot of trip changes are coming: new trips, no shows, driver call offs, and vehicle breakdowns happen everyday. DispatchGenie adjusts in real-time, making live dispatching decisions and even muti-loading trips automatically. Transportation providers get trips from a wide variety of different sources. Getting all of them into one place with the most up-to-date and information is critical. The ImportGenie offers best-in-class real time integrations to make information flow into your systems seamlessly. BillingGenie helps you maintain the financial health of your business by making it easy to generate all of your billing. This will include broker billing, and CMS 1500 forms.

Synap is an award-winning exam platform that empowers organisations to deliver secure, online exams with ease. Save time and reduce your workload for creating, marking, and analysing exams. Customise your tests with multiple-choice and written question types, timers, randomisation, and question bank options. Reduce cheating and maintain exam integrity by preventing copying and pasting, using secure browsers, or by proctoring the exams. In-depth data and visual reporting are available for analysing candidate performance, as well as a breakdown of each question's performance. Easily identify the strengths and weaknesses of each candidate, along with determining which questions need improvement over time. Synap helps you assess, analyse, and improve learning outcomes effectively, all from one easy-to-use platform. Get started with your 14-day free trial today, with the ability to cancel any time without any long-term commitments.

Pensero.ai is an AI-powered platform that gives objective visibility into how engineering teams actually perform, using real delivery data from across their existing stack. By connecting code, tickets, collaboration, and AI usage, it helps organizations understand what is being delivered, at what quality, and at what cost, including the real cost and efficiency of AI adoption. Through capabilities like benchmarking and calibration, Pensero enables teams to compare performance across engineers, teams, and peers, replacing subjective assessments with clear, data-driven insights. The result is continuous, evidence-based decision-making that improves performance, aligns teams around outcomes, and drives a more transparent, high-performing engineering culture.

Ganttic is a flexible drag and drop scheduler for resource planning. Its resource-centric Gantt charts provide a comprehensive overview of your equipment, personnel, facilities, and vehicles. Helping you see who or what, is doing what and when. Leverage your projects' resources to achieve more. And in addition to simple scheduling, dive into more comprehensive resource management and project portfolio management. Optimize resource utilization, build comprehensive reports, and create project or resource-breakdown structures which streamline the planning process. Unlimited Custom Views help segment large resource pools and data fields allow you to incorporate data that matters. A real-time planner that can be used for daily tasks, weekly planning meetings, or long-term scheduling. Suitable for any industry and management style, Ganttic is often seen as a more flexible and affordable "lite ERP" solution. Take advantage of a free 14 day trial with complimentary onboarding.