Alternatives to Epicflow

Compare Epicflow alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Epicflow in 2026. Compare features, ratings, user reviews, pricing, and more from Epicflow competitors and alternatives in order to make an informed decision for your business.

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    Planview AdaptiveWork
    Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead.
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    Kantata

    Kantata

    Kantata

    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
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  • 3
    Planview Portfolios
    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
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  • 4
    Planview ProjectAdvantage
    Planview ProjectAdvantage is a project and portfolio management product for mid-market organizations and early-stage to maturing PMOs. It centralizes projects, programs, resources, financials, and performance data in one platform, replacing spreadsheets and disconnected tools with structured workflows, real-time dashboards, and AI-powered planning. Project and Program Management • Gantt with drag-and-drop scheduling and role-adapted layouts • Project creation via templates, with Excel and MS Project import • Program roll-ups, sub-project hierarchy, dependency management • Phase-gate visibility and critical chain Portfolio and Resource Management • Idea and demand management with approval workflows and scoring models • Portfolio simulation, project ranking, and what-if scenario planning • Resource and capacity management, including request and commitment workflows • Budget and cost management with time-distributed costs and forecasting Adaptive Workflow • No-code, configurable workflows applied to any object in the platform • Waterfall, agile, hybrid, critical chain, and phase-gate methodologies supported side by side • Admins adapt workflows to organizational processes without IT support Collaboration and Reporting • Native Microsoft Teams integration for logging time, updating work items, and managing tasks • Self-service dashboards, native Power BI connector, and PowerPoint export • Risk, issue, and change tracking alongside document management AI Capabilities • AI-generated project plans, including work breakdown structure, phases, and dependencies, from a plain-language description • AI-assisted risk identification based on project data and historical patterns • AI-assisted resource matching based on availability, role fit, and cost • Conversational assistant in Teams for timesheet and work item updates Deployment • Typical implementation time of 8 to 12 weeks with no-code setup • Role-based permissions, single sign-on, and ISO 27001 and SOC 2 compliance • More than 500 organizations and 350,000 users across 100+ countries
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  • 5
    Float

    Float

    Float.com

    Float.com is the #1 software for profitable resource management. Designed to give Operations and Finance leaders the insight and foresight they need to achieve profitable delivery at scale, with the right talent in place. Unlike spreadsheets or clunky PSAs, Float offers a clear, centralized view to schedule teams, plan capacity, estimate work, and track margins in real-time so that you can keep your people and profits on track. 4,500+ of the best professional services teams worldwide already choose Float to: ✔️ Schedule resources: See who’s working on what and when, with a live schedule. ✔️ Plan capacity: View availability, time off, and workloads to prevent burnout. ✔️ Estimate work: Build budgets and track scope changes to deliver profitable projects. ✔️ Scope projects: Align resources, budgets, and timelines from day one. ✔️ Track time: Pre-filled timesheets keep actuals accurate and on time. ✔️ Report: Monitor utilization and margins with live financial insights.
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    Project Insight

    Project Insight

    Project Insight

    Project Insight is strategic project, program, and portfolio management (PPM) software that gives organizations a complete picture of work across their business. By connecting projects, resources, capacity, schedules, budgets, and strategic priorities in one central command center, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, executive decision making, and AI analysis. Manage work at the project, program, or portfolio level while integrating with tools your teams already use, including Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot. Eliminate manual data reconciliation and gain visibility across departments without forcing everyone into the same system. From interactive Gantt charts and Kanban boards to resource capacity planning, financial tracking, project intake, and portfolio reporting, Project Insight connects the information leaders need to understand what's underway, who has capacity, what projects cost, and how investments support business goals. AI-powered capabilities help teams generate project templates, capture meeting action items, suggest resources, forecast capacity, and evaluate tradeoffs through what-if simulations. Whether you're moving beyond spreadsheets or managing a sophisticated PMO, Project Insight offers configurable workflows, customizable processes, dedicated onboarding support, and free view-only seats for clients and stakeholders.
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    Runn

    Runn

    Runn

    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. Track project budgets, view forecasts, and get relevant metrics with in-depth reports, charts and dashboards. Use Runn’s time tracker and timesheets to monitor project progress. Direct integrations with Harvest, WorkflowMax, and Clockify. Use the API to connect your favorite tools with Runn.
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    ClickTime

    ClickTime

    ClickTime

    ClickTime is time tracking, capacity planning, and expense management software built to turn work hours and costs into finance-ready data. ClickTime AI automatically captures hours from tools your team already uses (Outlook, Jira, Zoom, GitHub, Asana), maps every hour to your cost categories, and delivers instant answers for finance and operations alike. No monitoring: no screenshots, no keystroke logging, no install. Employees review and approve every entry first. Plan capacity and utilization, track expenses alongside time, and ask ClickTime AI questions in plain language for instant charts and dashboards. Professional services firms recover billable hours and protect margins. Operations leaders plan capacity without exposing salaries. Internal teams classify CapEx/OpEx and R&D labor. Nonprofits stay audit-ready for grant compliance. Trusted by organizations from 50 to 5,000 employees across professional services, technology, healthcare, and the public sector.
    Starting Price: $12/user/month
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    ProjectManager

    ProjectManager

    ProjectManager

    ProjectManager is project and portfolio management software with world-class project scheduling. Plan with Gantt charts, task dependencies, lag, critical path and baselines, with scheduling depth on par with desktop tools like Microsoft Project, all in the cloud with real-time collaboration. Native, bi-directional integrations with Acumatica and MYOB Acumatica sync projects, tasks, resources and hours for ERP project management, and a QuickBooks Online integration connects project data to accounting. ProjectManager integrates with ChatGPT and Claude, so users can check status, create tasks and assign work in plain language, with approval required before any change. An open API supports custom integrations. Resource management, workload balancing, timesheets, cost tracking, risk tracking and live dashboards give PMOs portfolio-wide visibility. Trusted by thousands of teams worldwide.
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    Prism PPM

    Prism PPM

    Prism PPM

    Prism PPM is the leading Project Portfolio Management (PPM) solution used by successful organizations to manage their projects strategically, mature their Project Management Office (PMO), and ensure alignment with high-level business objectives. Recognized by Gartner on their APMR Magic Quadrant. Spreadsheets and task management tools don’t allow you to easily manage your entire project portfolio, drive greater benefit realization, or improve your processes. Prism PPM is built to help you do exactly that by empowering the PMO with tools for resource management, agentic AI analysis, and out of the box BI-enabled reports created specifically for PPM use cases. Align data and teams around the work that drives the most value. Gain visibility into every facet of your portfolio. Get the leverage to improve delivery outcomes. Risk less and realize more across your entire project portfolio with Prism PPM. Learn more and get a demo at our website.
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    Starting Price: $20/month/user
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    Tempus Resource

    Tempus Resource

    Prosymmetry

    Tempus Resource’s detailed What-If scenario planning gives you the power to create real options by simulating the effects of a multitude of changes to your project portfolio. Improve decision making with comprehensive understanding of the real-time impact of different resource decisions and scenarios on your project portfolio
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    Forecast

    Forecast

    Forecast

    Forecast is a full-scale project and resource management solution that grows out to a complete suite of great functionalities. It unites project management, resource planning, team collaboration, finance, and reporting under one roof, bringing the power of AI to automate administrative tasks. It's a robust alternative to point project management solutions used in professional service organizations. Perfect for companies of 50+ employees who want the full project portfolio and resource overview, in one software. * More predictable and accurate project proposals * Better planning and analysis with Insights & Reporting * Stronger Business decisions supported by AI * Flexible resource management with Project and Task Allocations * Efficient Task and Time Management * Actionable Insights into Project Profitability with cost, revenue and profit updated in real time
    Starting Price: $29.00/month/seat
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    Silverbucket

    Silverbucket

    Silverbucket

    Silverbucket is a user-friendly resourcing tool, you can make resource plans easily and get a clear view your company’s resource allocations. Your projects succeed better and it is easier to make project planning. With Silverbucket, you can easily create resource allocations, manage workloads and capacity levels and make data-driven decisions. Master the project at hand also with skills tracking, competency management, and possibility to compare resource plans to actual hours. Company has a proven track record of successful projects, high recommendation rate and over 40 000 happy Silverbucket users all around the world. Solution is especially suitable for the needs of consultancy organizations such as project-based businesses from 30 to 10 000 people. If you want to optimize resourcing and increase profitability, Silverbucket is a solution for you.
    Starting Price: €10/planned person/month
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    Tempo Portfolio Manager
    Tempo Portfolio Manager (formerly LiquidPlanner) is a dynamic project scheduling and resource management platform that uses predictive AI to forecast when work will realistically be completed. Its scheduling engine runs Monte Carlo simulations using team bandwidth, task priorities, and ranged estimates to deliver completion forecasts with up to 90% confidence. Automatic resource leveling adjusts schedules instantly when priorities shift or team availability changes, highlighting bottlenecks and preventing burnout. By modeling uncertainty with ranged estimates rather than a single guess, it replaces static plans that are out of date the moment they are saved. Teams plan, predict, and optimize complex portfolios across the entire organization from a single workspace. Portfolio Manager is part of Tempo's broader Strategic Portfolio Management portfolio spanning planning, resourcing, cost, and reporting for delivery-focused organizations.
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    Starting Price: $15/user/month
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    eResource Scheduler Cloud (eRS Cloud)
    eResource Scheduler (eRS) is enterprise resource management and scheduling software built for project-driven engineering and AEC consultancies, architecture firms, management consultancies, and accounting and audit firms of 100 to 5,000 people. Trusted by 850+ global enterprises across 29+ countries, it replaces spreadsheets with real-time visibility into capacity, schedules, actuals and financials. Scheduling stays fast with drag-and-drop assignments, resource requests, and semi-auto scheduling. Actuals flow straight from schedules into timesheets, showing planned versus actual hours instantly. Heatmaps flag overloads early, and financials track cost, revenue, and margin on every project. Management reports turn data into decisions, and integrations with Jira and Slack fit eRS into existing workflows. The eRS mobile app extends that same visibility beyond the office. eRS turns resource scheduling into a margin lever, not a calendar, catching overloads before they cost a project.
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    Starting Price: $5/monthly/resource
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    Acuity PPM

    Acuity PPM

    Acuity PPM

    Acuity PPM is a modern project and portfolio management platform that helps organizations make better decisions before work begins—not just track execution after the fact. It provides a centralized solution for managing work intake, prioritization, portfolio roadmaps, and resource capacity planning. With configurable dashboards, scoring models, scenario planning, and financial tracking, Acuity gives leaders clear visibility into portfolio performance, risk, and alignment. What differentiates Acuity is its Decision Intelligence approach. AI is applied at the point of governance—helping teams evaluate feasibility, identify trade-offs, and maintain consistent, explainable prioritization. Simple to adopt and flexible to scale, Acuity replaces spreadsheets and disconnected tools with a single source of truth—enabling organizations to approve less work, reduce risk, and deliver more successfully.
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    Resource Manager DB

    Resource Manager DB

    User Solutions

    Resource Manager-DB (RMDB) is a flexible and affordable production planning, scheduling, and tracking solution that is designed to adapt to your operations. We can work with whatever data you have in to achieve better production scheduling, just easier and quicker than you ever thought possible. Resource Manager DB enables users to deploy on-premise and can integrate with any system, or simply stand alone. Resource Manager DB also features finite capacity scheduling and allow users to make scheduling adjustments with drag-and-drop functionality. What makes US (User Solutions) unique: we work with you to solve production scheduling challenges your way. Benefit from an adaptable and affordable solution that will fit you like a glove. LESS TRAINING REQUIRED | QUICKER IMPLEMENTATION | FASTER RETURN Now with EDGE BI! Enhanced Drag and drop Graphical Environment provides an visual, intelligent 'white board' approach for intuitive viewing and easy updating. Call US Today!
    Starting Price: $5000.00/one-time/user
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    Tempo Capacity Planner
    Tempo Capacity Planner is a Jira-native resource management tool that gives managers real-time visibility into team availability, skill sets, and workload. It helps organizations assign the right people to the right tasks at the right time with a bird's-eye view of team bandwidth. Teams forecast future hiring needs, identify capacity shortfalls, prevent overloading, and optimize workloads across projects. Managers can schedule by role and skill, configure holidays and workloads to avoid burnout, and build recurring plans with approval workflows. Capacity Planner integrates with Tempo Timesheets for a connected view of planned vs. actual effort, and is part of Tempo's modular, Jira-native suite for Strategic Portfolio Management alongside Financial Manager, Structure PPM, and Custom Charts. It scales from a single team's schedule to organization-wide resource planning across many concurrent projects.
    Starting Price: $10/month
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    Planview PPM Pro
    Planview PPM Pro is a cloud-based project portfolio management product for PMO leaders, project managers, and resource managers. It centralizes portfolio tracking, resources, work intake, financials, and reporting in one system. Key capabilities: • Single system of record for proposals, active projects, programs, and portfolios, with health scoring and automatic rollups • Resource Workbench showing demand versus capacity, with Skills Profiles and What-If scenario modeling • Budget, forecast, and actuals tracking, including capex/opex capitalization tracking • Configurable request intake with routing rules and approval gates • Calculated fields for custom KPIs, plus Predictive Portfolio Analysis for automated project mix optimization • Anvi AI-assisted portfolio analysis and Planview.Me self-service widgets • Connects with delivery and collaboration tools already in use across engineering and IT teams
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    SSPLAX

    SSPLAX

    SSPLAX

    SSPLAX is a no-code visual platform for modeling and solving constrained operational decisions. Users build models as networks, with stages, resources and outcomes as nodes and routes, processes and decisions as edges. They then define an objective and constraints such as capacity, budget, labor, materials and policy. SSPLAX compiles the model into a linear or mixed-integer optimization problem, solves it, and explains the result: which constraints limit the outcome, why a target is infeasible, which small change would improve it most, and whether added budget or capacity creates value or merely shifts the bottleneck. It also supports assignment, blending and formulation, capacity allocation, and project-portfolio selection. Users can compare scenarios and test how recommendations change under different assumptions. Worked examples cover manufacturing, life sciences, AI infrastructure and decarbonization. SSPLAX is domain-agnostic, browser-based and requires no setup.
    Starting Price: $10,000/year
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    Meisterplan

    Meisterplan

    itdesign

    Meisterplan is a lean and visual 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. With Meisterplan, you can • Raise your perspective to the portfolio level to get an overview of all projects, bringing in relevant data from any tool your teams are already using. • Add future resource needs with just minimal detail, giving you the right amount of information for confident decisions without unnecessary effort. • Use the most intuitive what-if scenario planning, where you can explore plan alternatives and find the best way forward based on actual resource availability.
    Starting Price: $600 per month
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    Clusterix

    Clusterix

    innoscripta SE

    Clusterix is a project and portfolio management platform that helps teams and decision makers plan, manage, and monitor projects, programs, and portfolios within a single, connected system Clusterix enables clear alignment between strategic goals and operational execution. Projects can be structured individually while still being evaluated within an overall portfolio context. This allows organizations to prioritize initiatives, allocate resources effectively, and track progress in real time. The platform offers customizable workflows, role-based access, and adaptable data structures to fit different organizational needs. Whether managing internal projects, funded initiatives, or cross-departmental programs, the system adapts to existing processes instead of forcing rigid standards Through integrated dashboards and reports, users gain immediate insights into timelines, budgets, workloads, and risks. Decision makers can identify bottlenecks early, compare scenarios, and base portfolio
    Starting Price: 249 EUR/year (100 seats)
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    Nimble

    Nimble

    NimbleWork

    Nimble by NimbleWork is an enterprise project and portfolio management (PPM) platform built for EPMOs and delivery organizations running dozens of concurrent projects. It gives PMO and portfolio leaders real-time portfolio visibility across Programs, Projects, and Work Packages; capacity-based resource planning through a single enterprise resource pool with a demand-vs-capacity view; and PMO governance that connects intake, prioritization, execution, and executive reporting in one system. Nimble supports hybrid delivery — Waterfall, Scrum, Kanban, and Scrumban can run within the same project, so fixed-scope teams use Gantt plans and baselines while flexible-scope teams use backlogs, sprints, and flow metrics. Built-in AI agents handle intelligent planning, executive summaries, delay prediction, and sentiment analysis. Nimble is used by enterprise PMOs, product development teams practicing hybrid Agile, and IT services delivery organizations.
    Starting Price: $10/month/user
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    SEMYOU PPM
    Prioritize projects according to corporate strategies and business goals. Free up financial and human resources to help ensure successful project execution. Manage hundreds of projects in your portfolio and map them in a clear annual plan. Keep track of your available capacity and schedule them intelligently. Visual input assistants support you in cross-project capacity planning and administration. Live evaluations at the touch of a button. Analyze your project portfolio live at any time and recognize possible bottlenecks and risks at an early stage. Easily evaluate projects, project types, resource pools, and capacities based on different charts. Flexible planning via. Resource pools. Create resource pools in your portfolio that describe either a topic or a field of activity. These high-level resource pools then serve as a basis for capacity planning.
    Starting Price: $40 per user per month
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    Kelloo

    Kelloo

    Kelloo

    Plan, forecast and deliver smarter. We help you get the most from your projects and people. We live in a world in which things never stand still. New projects pop up, priorities change and people come and go. And making sense of this can seem near impossible. Kelloo helps you cut through the noise and make the right decisions about your projects and resources. Our software is easy to use, simple to master and will bring a smile to your face. Select, prioritize and manage your projects. Forecast resource needs based on the projects you want to do. Scale your agile process with agile resource planning software. Schedule resources and teams across all your projects. Align projects with priorities and resource capacity. Visibility into what skills are in demand and resource hiring needs. Manage your resource allocation process across your projects and portfolio.
    Starting Price: $29 per month
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    Resource Management for Jira
    Resource Management for Jira is an Atlassian Forge app for Jira Cloud that matches project demand to real team capacity. It combines enterprise org structure (teams/RBS), calendar-based capacity (not a flat 40-hour week), a stateful resource-request workflow between Project Managers and Team Managers, Jira worklogs and timesheets, analytics, and invoice-ready CSV/XLSX exports. Data stays in Atlassian Forge. Resource Management for Jira supports inbound enterprise integrations: User Directory sync with Active Directory / Microsoft Entra ID (Azure AD) and other IAM so the org chart (teams, RBS, managers, members) stays aligned with the corporate directory; workforce intake from Outlook/Microsoft Graph calendars (working hours and holidays); and HRMS/HRIS feeds for approved availability/leave, billing rates, and per-resource calendar assignments. Directory and workforce sync are inbound; teams and people are archived, not deleted.
    Starting Price: $2.50 USD/user/month
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    UniPhi

    UniPhi

    UniPhi

    UniPhi is a Portfolio Tracking Management application, designed to demonstrate how well projects are running. With a highly transparent platform, the software gives your clients, staff, and owners the ability to identify issues, collaborate, and run predictive analytics with the use of the dashboard 'Summary Tools.' Using the color status indicators, leaders will quickly distinguish between projects that are on track and projects that can potentially be at risk for failures. The entire suite is mobile-friendly and fail-proof, as it's built to live in the cloud. Other features include Budget Management, Milestone Tracking, Time & Expense Tracking, and Resource Management.
    Starting Price: $10.00/month/user
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    TeamBoard

    TeamBoard

    TeamBoard

    Streamline your resource management with TeamBoard for Jira. Gain a comprehensive view of team activities, making task assignments, tracking, and reporting simpler. Revolutionize your project management with our online Gantt chart. Plan and manage multiple Jira projects seamlessly. Manage multiple projects and resources efficiently with TeamBoard’s tools for program and portfolio management.
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    Kovair PPM

    Kovair PPM

    Kovair Software

    Kovair PPM is a one stop solution that provides a unified platform to manage budget, schedule, resources, and actuals through a single interface. Kovair PPM deliver greater value to the organization by connecting planning to execution. It enables IT leaders to optimize their project portfolios, manage the capacity of resources against the demands raised from different projects, and connects plans and resources to the actual project execution. Using Kovair PPM, organizations can define strategic initiatives to portfolio to projects to their outcomes. It allows to define strategic initiatives, choose the relevant projects for execution, provide deeper insights into development, projects and programs by generating EVMs at all levels, providing valuable inputs to the management, enabling them in making data-oriented decisions.
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    KeyedIn

    KeyedIn

    KeyedIn Solutions

    KeyedIn Solutions seeks to transform how Project Management Office (PMO) teams work with its cloud-based project portfolio management solution. Featuring a refreshingly simple interface, KeyedIn helps businesses improve project selection, resource deployment, and portfolio-level reporting. It offers a unique mix of tools for managing portfolios, resources, financials, deliverables, and more.
    Starting Price: $25.00/month/user
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    Kiplot

    Kiplot

    Kiplot

    Kiplot is an enterprise-grade strategic portfolio management and project portfolio management software designed to unify strategy, planning, execution, capacity, and financial control in one platform, helping organizations turn strategic intent into measurable business outcomes. It connects strategic goals, funding, and delivery in real time so leaders can adapt priorities and allocate resources dynamically rather than relying on static annual planning cycles, and it integrates with tools like Jira, Azure DevOps, and ERP systems to create a single source of truth across delivery and finance. Kiplot provides advanced portfolio planning capabilities including OKR alignment and enterprise roadmaps, demand and capacity planning, risk and dependency management, Pareto-informed prioritization, and scenario modeling for forecasting value and benefits against an organization’s roadmap. Its customizable dashboards and real-time analytics give leadership clarity into performance and utilization.
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    ZilicusPM

    ZilicusPM

    Zilicus Solutions

    Project managers can submit new project requests based on the business case. Portfolio managers have a central place to see all new project requests and look at project benefits, cost, budget, resources, etc information, s/he can approve new project requests. Portfolio managers have an easy way to check project alignment with overall portfolio goals and objectives. Essentially, the portfolio manager can centralize intake of project demand, and optimize the project portfolio for resource capacity and overall strategic alignment. Portfolio managers gets a bird eye view of the financial status of a portfolio of projects by looking at the dashboard. Executive management can quickly refer dashboard to make informed decisions, instead of calling project managers for review meetings.
    Starting Price: $25 per user per month
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    Upland PSA

    Upland PSA

    Upland Software

    Embrace efficient capacity planning and utilization strategies for optimal workload and profitability. Make informed, data-driven decisions to streamline your services operations and optimize the financial health of your organization, with PSA-native insights and analytics. Put the spotlight on your customer by bringing together traditional professional service automation with proposal automation, knowledge management, and customer sentiment. Upland PSA transforms the way services organizations deliver projects from the first interaction with their customers to ongoing customer success. With robust timesheet and expense capture, project and workforce management, customer billing and project financials, our PSA software goes further and gives you proposal automation, knowledge management, and customer surveys, helping you put the spotlight on the customer to deliver better customer outcomes, starting from Day One.
    Starting Price: $20 per user per month
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    Resource Management by Smartsheet
    Resource management software for stronger teams and more successful projects. Effectively find and schedule the best project team, resolve staffing conflicts in real time, and forecast hiring needs. Look across projects and track multiple teams, confidently schedule projects based on your team’s capacity, and forecast the project pipeline. Make it easy for your team to submit hours and keep them focused on what matters with pre-filled timesheets. Visualize complex data to spot project trends, understand performance across the business, and plan for growth. A complete all-in-one project and resource management solution to balance top-down strategic staffing with bottom-up task execution.
    Starting Price: $150.00/month
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    ActivityTimeline
    ActivityTimeline is a comprehensive resource capacity planning tool for Jira. ActivityTimeline provides a wide range of features: planning, user and team workload calculation, availability tracking, timesheets, reporting, scheduling, task and time tracking.
    Starting Price: $10/month
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    Triskell PPM

    Triskell PPM

    Triskell Software

    Triskell is a Strategic Portfolio Management (SPM) and Project Portfolio Management (PPM) platform that connects strategy to execution. Included in the 2026 Gartner® Magic Quadrant™ for Adaptive Project Management and Reporting, it is trusted by 250,000+ users in 54 countries. Plan, prioritize, fund and govern every initiative from one cloud platform: strategic objectives, OKRs and balanced scorecards; what-if scenarios; demand management; stage-gate workflows; resource and capacity planning; budgets, forecasts and actual costs; roadmaps, Gantt, Kanban and Scrum boards; timesheets and dashboards. Manage Agile, hybrid and waterfall work in one portfolio view (SAFe Partner Platform), plus IT, application and product portfolios. Configure workflows, data objects and dashboards without code. Integrates with Jira, Microsoft Project, SAP, Salesforce and more via REST API. Go live in 1-2 weeks with Triskell Ready, or tailor the platform to your processes. Free trial available.
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    AutoPMO

    AutoPMO

    TierPM

    AutoPMO is a cloud-based project and portfolio management application for project managers, PMO teams, program and portfolio leaders, and organizations coordinating multiple projects. It brings project plans, schedules, tasks, milestones, Kanban boards, RAID tracking, resource plans, budgets, and project documents into a shared workspace. Teams can use it to create project charters, user stories, weekly status updates, and AI-assisted plans and reports, while leaders review portfolio health, delivery stages, milestones, costs, capacity, and risks across projects. The platform supports day-to-day project execution alongside portfolio-level oversight, helping teams organize delivery information and communicate progress in a common view.
    Starting Price: $9/seat/month
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    Projectworks

    Projectworks

    Spiderworks

    Intelligent business management software for your entire company. A lot of solutions out there offer tools for project management, but how do projects work for the rest of your team? Projectworks gives everyone at your services company the tools they need, whether they’re a PM, exec or handling the books. A clear view of your team’s resourcing for better scheduling decisions, project tracking and budget reconciliation. An all-in-one place to manage timesheets, time-off requests and performance reviews for your employees. Visibility across projects to accurately forecast revenue, understand recoverability and seamlessly manage invoicing. Manage your resource pool on an individual level and see each team member’s pipeline of work. Make better project scheduling decisions with a view of who is at capacity, who is over-resourced and when a project can fit into your larger workflow.
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    Mosaic

    Mosaic

    Mosaic

    Mosaic is an AI-powered resource planning and workforce management solution that increases profitability and productivity. It integrates with most project and financial management software to automatically gather data and show who is working on what, when. Teams can then accurately bill and forecast, effectively manage capacity, and strategically plan workloads. Mosaic rescues organizations from clunky spreadsheets and gives them the true big picture. Get started today with a free 30-day trial.
    Starting Price: $9.99 per user per month
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    Tempo Financial Manager for Timesheets
    Tempo Financial Manager bridges time tracking and financial oversight within Jira. Leveraging data from Tempo Timesheets, it provides real-time views of project costs, budget burn rates, labor expenses, and profit margins, all without leaving Jira. Project managers compare planned vs. actual financials, generate forecasts, set and monitor budgets, classify work as CapEx or OpEx, and manage cost and billing rates by role. Revenue and billing tracking sit alongside cost data, so leaders can assess profitability at the project, epic, or portfolio level. Financial Manager is Cloud Fortified, supports six languages, and is part of Tempo's modular, Jira-native suite for Strategic Portfolio Management, working alongside Timesheets, Capacity Planner, Structure PPM, and Custom Charts to keep delivery teams and finance aligned on the same real-time numbers.
    Starting Price: $10/month
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    Oracle Primavera
    Manage projects of any size with Primavera P6 EPPM. Robust, and easy-to-use, Primavera P6 EPPM is the solution for globally prioritizing, planning, managing, and executing projects, programs, and portfolios. Insight to current and future resource usage for accurate forecasts and decisions. Resolve overallocation through leveling or changing resource assignments. Plan, schedule, and control large-scale programs and individual projects. Role and resource optimization, demand, and capacity planning. Communicate resource requirements and decisions throughout project lifecycle. Graphical analysis of resource and role utilization.
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    Birdview PSA

    Birdview PSA

    Logic Software

    Birdview PSA provides professional services organizations with a single source of truth. The result is better visibility at all stages of the service delivery lifecycle, enabling data-driven decisions, collaboration and increased synchronization at crucial handoff points. Birdview PSA offers deep project management functionality along with resource optimization, project accounting and a powerful set of tools for monitoring and optimizing at both the project and portfolio level. With Birdview PSA, services organizations can enjoy rich functionality without the usual trade-off of a months-long onboarding process and without compromising their budget. This is made possible by a more intuitive user interface and seamless integration with CRMs, ERPs and thousands of other applications.
    Starting Price: $13.50/month/user
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    DELMIA Ortems

    DELMIA Ortems

    Dassault Systèmes

    DELMIA Ortems offers solutions for agile planning, scheduling, and production. It takes traditional Manufacturing Execution Systems (MES) to the next level, adding the power of constraint-based, finite-capacity resource optimization and synchronization of production flows. Manufacturers can optimize the utilization of available resources while accounting for daily issues to improve service delivery. This agile, highly responsive solution helps manufacturers and planners balance and solve operational issues between supply and demand, thus enabling seamless process integration and visibility of demand, supply, and operations. Users can quickly identify manufacturing bottlenecks, schedule modifications, and what-if simulations to improve Detailed scheduling and Master Production Scheduling (MPS) processes. The software boosts responsiveness and visibility, aiming to cut cycle times, trim down inventory, and enhance lead-time.
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    Teambook

    Teambook

    Teambook

    Teambook is a SaaS solution designed for fast-moving professional service companies, simplifying project resource planning, real-time tracking, and capacity forecasting. In short, Teambook empowers teams to: 1. Plan project teams effortlessly, 2. Analyze capacity for up to 24 months ahead. 3. Enter and approve timesheets with ease, Highly visual and intuitive, Teambook requires no installation and is ready to use in minutes. With its clear visual cues and user-friendly dashboard, onboarding is seamless. Originally developed as an internal tool by a rapidly growing Swiss IT consulting firm, Teambook evolved into a product for all. Based in the heart of Europe, it is available in English, French, German, Spanish, and Italian—both in the tool and support. Data is hosted in Europe and Teambook complies with CDPR rules & obligations. Its unique per-project pricing makes it more cost-effective than competitors who charge per user.
    Starting Price: Free
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    Forecastio

    Forecastio

    Forecastio

    Sales performance management platform for HubSpot users. Master sales planning and set attainable goals based on your historical HubSpot data. Manage sales capacity efficiently and develop proper hiring calendars to hit your numbers. Employ multiple forecasting models and avoid end-of-quarter surprises. Use what-if scenarios to allocate resources efficiently. Gain actionable sales insights from your HubSpot. Access predefined planning templates, utilize what-if scenarios, and automatically assess goal attainability. Utilize AI and predictive forecasting to gain accurate future sales predictions. Monitor all critical sales performance metrics in real-time. Gain actionable insights on performance gaps (people, process, pipeline) without spending hours analyzing multiple reports. Assess current sales capacity and automatically calculate the needed capacity to attain sales quota. Monitor pipeline development in real-time and spot bottlenecks early.
    Starting Price: $149 per month
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    GroundStar
    GroundStar, the Airport Resource Management solution by INFORM Software, is designed to optimize the allocation and usage of fixed airport infrastructure such as stands, gates, baggage belts, and check-in counters. It enables airports to efficiently plan short-, medium-, and long-term capacity by applying built-in optimization algorithms that consider business rules, stand and gate preferences, and infrastructure constraints. It supports sophisticated what-if scenario modelling and real-time decision support, allowing resource managers to respond quickly to deviations or disruptions. By leveraging machine-learning-driven analytics and historical data, the software predicts resource utilization and helps minimize bottlenecks, enabling smarter allocation of resources on the day of operation and improving punctuality and passenger/airline satisfaction.
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    Sinnaps

    Sinnaps

    Sinnaps

    Sinnaps is the first intelligent project manager; easy to use, it can simplify complex projects and plan your team work automatically based on your needs. Its exclusive technology employs a powerful rendering engine based on PERT (Project Evaluation and Review Techniques) and CPM (Critical Path Method) algorithms which help optimise project management and provide guidance for the decision-making process. Featured Sinnaps services: interactive planning; risk prediction and management; resource optimisation; and expectation management.
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    Simple Admation
    Simple Admation is a marketing approval workflow, online proofing and project management platform for marketing teams, creative agencies and regulated organisations. Admation manages the full creative production process — from structured project brief to final approved asset — eliminating the email threads, shared drives and disconnected tools that cause version confusion, approval delays and compliance failures. Key features: structured brief templates, task scheduling against live resource capacity, campaign calendars, Gantt-style timelines, sequenced multi-level approval workflows, online annotation for print, digital, video and HTML, batch approvals, side-by-side revision comparison, tamper-proof audit trail, mandatory compliance checklists and workload dashboards. Used by Bupa, Spotlight, NIB, RACV, HESTA, Hollard, Woolworths, Mondelez and Tourism Australia. Standalone product by Simple Marketing Solutions (simple.io).
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    SEMYOU resource
    Move, shorten or extend projects with drag & drop. If employees are assigned, the assignments are automatically adjusted. Schedule your employees for days or entire weeks. Everything in one insight. Employees are scheduled for one or more projects and provided with individual capacity. The resource planning visualizes the planning of persons and resources for the next days and weeks. Recognize conflicts early and resolve them directly. Evaluate project delays, adding and removing resources so that you can ensure the planning. For each department or team, a planning board can be created and published. The boards can be viewed by other departments and teams. This makes the cross-departmental collaboration easier. For each branch, department, or team, create a separate virtual space to separate data, resources, tasks, and access rights in a structured manner.
    Starting Price: $8 per user per month
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    P3MO

    P3MO

    P3MO

    P3MO is a cloud-based project portfolio management platform that helps organizations plan, govern, and deliver projects, programs, portfolios, and strategic change from one trusted source of truth. It connects board-level objectives to individual projects, giving leaders and delivery teams real-time visibility into performance, risks, finances, resources, milestones, dependencies, and outcomes. Portfolio Delivery provides a scalable execution hub with centralized RAID management, structured planning, financial control, resourcing, meetings, and automated reporting, helping teams identify threats early and keep scope and delivery aligned with strategic objectives. Executive Oversight gives boards decision-ready visibility into risk, spend, progress, accountability, and transformation performance so leaders can prioritize investments and make data-driven decisions with confidence.