Monark Core Alternatives

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.

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

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.

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.

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

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

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.

Vaizy is the all-in-one AI portfolio management platform that unifies project delivery, team coordination, financial control, risk management, and KPI analytics in one workspace. Instead of scattering project context across separate tools and spreadsheets, Vaizy keeps milestones, team capacity, budgets, cash flow, and risks connected. Manage projects and portfolios with templates and status tracking; plan work with milestone Kanban and timeline views; track team roles, availability, and cost rates with role-based access.

Riskonnect Portfolio and Program Management Software is a project and risk management platform designed to help organizations successfully manage portfolios, programs, and projects from planning through execution. The software centralizes project data, risk information, resources, and reporting into a single platform that improves visibility and decision-making. Organizations can prioritize projects based on strategic goals, resource availability, ROI, and risk exposure to maximize business outcomes. The platform includes tools for budgeting, cost tracking, project scheduling, workflow automation, and resource management to keep projects on time and within budget. Risk and issue management capabilities allow teams to identify, assess, and mitigate threats before they negatively impact project performance. Custom dashboards and analytics provide real-time insights into project status, risks, KPIs, and critical milestones.

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

​Project Monitor is a comprehensive Project Portfolio Management (PPM) software that provides a complete overview of your projects, including schedule, budget, resources, risk, and time spent. It offers features such as resource planning, schedule management with Gantt charts, time tracking, project portfolio dashboards, and project budget tracking. The software allows for the centralization and arbitration of project requests, enabling efficient selection and prioritization of projects. With customizable dashboards, users can monitor project progress, identify risks and alerts, and facilitate strategic decision-making. Project Monitor also supports integration with your information system through native, standardized interfaces, ensuring seamless connectivity with existing tools. Its user-friendly design and scalable functionalities make it adaptable to various organizational needs, promoting effective collaboration and communication within project teams.

SuitePro-G is a Project Portfolio Management (PPM) platform designed for CIOs, PMOs, and transformation teams. Built by French software publisher IQar, it helps organizations manage project portfolios, capacity planning, budgets, strategic roadmaps, executive reporting, and project governance in one centralized platform. Unlike generic project management tools, SuitePro-G focuses on portfolio governance and decision-making. The platform includes Matt, an integrated AI with 11 specialized agents dedicated to portfolio analysis, reporting, workload forecasting, budgeting, and risk management. UGAP-listed, based on the Bureau Veritas-certified SMP2 framework, and hosted in France, SuitePro-G helps organizations accelerate portfolio decisions, improve governance maturity, and strengthen strategic arbitration.

Planisware Enterprise captures your strategy and aligns your portfolios, projects, and teams to make an impact on the bottom line. Planisware Orchestra enables project decision-making across the entire portfolio and helps you reach the next maturity level. Planisware Enterprise is an integrated solution that brings together budgets, forecasts, schedules, resources, and actuals. Global organizations like Ford, Philips, Pfizer, and Société Générale, and dynamic mid-sized innovators such as Zebra, Beam Suntory, and MSA Safety alike trust Planisware to manage their project pipeline. Shape your strategy and assess results through roadmaps, budgets, and investment buckets. Define, prioritize, and manage your portfolio of projects through investment scenarios, and simulations. Gain visibility and manage your resources through capacity planning, resource scheduling, and time tracking. Control your projects through scheduling, costs, and deliverable management.

Engenion – The Intelligent Solution for Project Portfolio Management Engenion is an AI-powered PPM software designed to help businesses plan, manage, and optimize complex development projects with ease. By leveraging advanced technology, Engenion ensures maximum transparency, efficiency, and data-driven decision-making throughout every project phase. Key Features & Benefits: ✅ Real-Time Transparency: Keep track of project progress, resources, and budgets at all times. ✅ AI-Driven Analytics: Gain precise forecasts and actionable insights for smarter decision-making. ✅ Automated Risk Management: Identify bottlenecks early and receive proactive recommendations. ✅ Optimized Resource Planning: Ensure efficient allocation of personnel and budgets. ✅ Flexibility & Scalability: Modular and adaptable to various industries and business sizes. ✅ Seamless Integration: Easily connects with existing IT systems and project management tools. Engenion - Plan Smarter. Not Harder.

proMX 365 Project Portfolio Management is designed to help organizations efficiently manage their project portfolios, make strategic decisions, optimize resource allocation, and ensure alignment with business objectives. • Comprehensive portfolio overview • Increased real-time data visibility • Enhanced with Microsoft Copilot • Budget forecasting • Program and portfolio budget tracking • Risk management • Detailed reporting with Power BI

Artemis 7 supports agile decision-making through radical transparency of investment, project, and resource data across diverse processes, departments and teams, maximizing project and portfolio ROI. Artemis 7 is the only end-to-end enterprise system offering real-time portfolio and resource management reporting to empower decision-making and collaboration. It offers panoramic views into portfolio management, financial and resource management, and program and project governance. Enterprise decision-makers can customize the information available at their fingertips to enable powerful collaboration and efficiently rationalize and socialize decisions across the organization. Track and evaluate project goals and performance in real time to make better budget allocations, respond properly to risks, and get in front of known issues. Bespoke collaboration tools and resource and workflow tracking features are designed to meet the evolving demands of enterprise usage across diverse processes.

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

CRM and project management suite. WiseTeam integrates modern management practices such as: KANBAN, SCRUM, A3, SALES PIPELINE and ITIL. All tasks related to projects, sales and internal activities are planned in one place and monitored in real-time. Tasks are displayed on an interactive KANBAN board. It allows to delegate tasks easily, focus on tasks of the week and always see employees’ future workload. Employees’ time is tracked with little effort, every project has summary information and billing is very simple. Plan a project, its activities, results and budget easily. From now on you can monitor project’s status in real-time and can deliver the results on time, within scope and budget. Monitor not only one project, but whole project portfolio or all company’s projects. Storing information on potential clients and their employees in one place enables you to keep track of your sales opportunities.

Intelligent Project Portfolio Management. Connect to Azure DevOps, Jira Software, Office 365 Planner, Microsoft Project Online and gain high-level portfolio visibility and real-time insights into all your work to make smarter decisions, faster. View all work in the enterprise. Track statuses and keep everyone aligned and focused on reaching team and company goals. Prioritize projects, allocate resources and gain visibility into the progress of work across teams and departments. Ideation process makes it easy to request new projects and submit ideas and collect all the details your team needs. PPM Express is a modern platform for work, project and enterprise portfolio management, powered by AI and machine learning to boost your team productivity.

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.

Automation Centre's Project Tracker Software simplifies your project portfolio management process, with access to files, resource plans, project financials, and management reports through the Web or in the email client already sitting on your desktop. Our software facilitates project portfolio management through solutions that return maximum results from your employees' time and efforts by streamlining workflow. These solutions provide tools for organizational and individual planning, scheduling, project financial management, on-line documentation, process control, team management, access to current status reports and more. By providing the ability to manage projects and their resources, measured against their status and estimated benefits, these solutions allow businesses to identify value projects and effectively budget and allocate resources.

Unite teams with work management software. Jumpstart project maturity with work management software that’s quick to learn and easy to use. Collaborate across teams to accelerate project execution. Improve project outcomes with portfolio governance and oversight to improve project outcomes. Help project teams get more done with collaboration and document sharing. Standardize and automate project workflows to enable repeatable results. Identify, plan, track, and monitor initiatives while scaling your PMO. Enable team members to communicate on projects, and share status updates natively or via email. Consolidate documents and other project artifacts for easy searchability and reference. Visualize resources portfolio-wide, and efficiently balance capacity against demand.

Successfully manage business change, improve project delivery and enhance day-to-day processes. WorkSavi is an advanced online work management platform that gives remote working teams improved visibility, understanding and structure across multiple projects. It streamlines project management and simplifies collaboration, allowing for informed decisions and reports in real-time, saving you time and money, and drastically reducing admin. It’s perfect for large teams managing multiple programmes and projects that need more reporting capability, and ideal for those managing projects within their property portfolio. With WorkSavi, managers and teams alike can constantly be creating, learning and improving. Enabling teams to plan, strategise and execute projects easily. Easily manage remote working teams, track budgets, resources and project progress with complete control from any location.

Lower budgets. Faster pace. Little room for error. More scrutiny. Fewer people. Less social interaction. The problems facing project portfolio management haven't just changed, they have intensified since the covid19 pandemic changed our working practices. You probably have more active projects in your organisation now than you have people. And now everyone does projects. HORIZON PPM is balanced to support the sometimes conflicting needs for flexibility and speed in the delivery team whilst also continuing to provide the governance and control required by the enterprise. HORIZON PPM consolidates all project and portfolio intelligence putting everyone on the same page with the very latest view on status and plans. Users can zoom in & out to understand the big picture and drill into the delivery details at the touch of the screen.

Project portfolio management where each project manager has their own methodology and tools disperses information and makes it difficult to have a global vision of the portfolio. Concentrating information using Talaia, together with the use of good practice standards, gives you access to relevant information for proper project portfolio management. Forget spreadsheets and complex reports. Talaia is also a great ally in the digital transformation process, helping you manage and control the process. Centralize the information from different projects in the same tool and structure it according to the PMBOK recommendations. Stop wasting time waiting or making reports. Avoid unpleasant surprises, take the pulse of your projects and programs. Control costs, times, risks, incidences and delays, easily improving forecasts and decisions. Improve your project planning and proactively control changes in budget, resources and time.

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.

OpenProject is free and open source project management software. It supports classic, agile as well as hybrid project management. OpenProject enables distributed teams to collaborate throughout the entire project lifecycle, from initial planning to project execution and documentation. The software is available in over 30 languages. Core functions and use cases of OpenProject are: - Project portfolio management - Project planning and scheduling - Task management and issue tracking - Agile Boards (Scrum and Kanban) - Requirements management and release planning - Time and cost tracking, budget planning - Team collaboration and documentation The Community edition can be downloaded and installed for free. For enterprise customers, Berlin-based OpenProject GmbH offers a hosted cloud edition as well as an on-premises edition with support, as well premium features, and additional security features.

Rillsoft Cloud is a powerful cloud-based project portfolio management (PPM) and resource management solution. Plan, manage, and control multiple projects online with real-time visibility into timelines, resources, and costs. Features include multi-project planning, resource allocation, staff scheduling, workload balancing, capacity planning, Gantt chart software, and comprehensive project scheduling tools. Collaborate securely across teams, track projects effectively, and optimize workforce planning with advanced project tracking and cost control. Perfect for professional project management, Rillsoft Cloud helps organizations improve transparency, efficiency, and informed decision-making from anywhere.

Project prioritization is the foundation for portfolio management. Good prioritization lets you focus on delivering strategic impact, fix the “too many projects” problem and more effectively plan your resources. TransparentChoice’s software is based on decision science and research into what actually works. Strategic impact is the whole point of doing projects. Get alignment wrong and you might as well not bother! Deciding which projects should get those scarce resources is a lot easier when you have clear prioritization. Slow prioritization decisions are a drag on your organization. Imagine slashing your prioritization cycle in half! When something changes, good prioritization lets you respond quickly. It's key to being an agile organization! Well prioritized projects, ones that support your strategy, are 45% less likely to go over budget.

Cerri Project (formerly Genius Project) is enterprise project management software for PMOs running complex, multi-project environments, especially in manufacturing, engineering and R&D. It brings the full project lifecycle into one platform: project intake and scoring, Stage-Gate governance with configurable phases and gate reviews, planning with Gantt charts and work breakdown structures, resource and capacity planning, budget and CapEx control, time and expense tracking, risk and change management, document management and executive dashboards. Configurable, role-based workflows adapt to each organization's processes, and integrations connect Cerri Project to ERP, CRM and other business systems. Cerri Project can be deployed on-premise, in a private cloud or hybrid, and is available in English, French, German and Spanish. Customers include Schneider Electric, Bentley Motors, ABB and Loxam.

Our software platform helps streamline and unify your organization’s initiatives and optimize resources in real-time. This includes; transparent reporting, resource management, budget tracking, project management and task management. Counterpart enables improved collaborations across multiple teams and projects. What is a Work Management Platform and how can Counterpart help you? Simply, it is a set of digital tools enabling organizations to effectively plan, manage and report initiatives and projects. Improved work management enables organizations to make informed strategic decisions that improve business efficiency, save time, resources and budget. We flex with your organization as you grow, with the added security of real-time cloud backup. Help your team work more collaboratively and efficiently using less time and with fewer resources.

RationalPlan is project management software that has been designed to help project managers keep their projects on time and within budget. The main goal of this software is to make the process of planning projects as short and as straightforward as possible and to guide novice project managers through each step but offer enough tools to those who are more experienced. RationalPlan is a powerful project management software designed to assist project managers in developing plans, allocating resources, tracking progress, managing budgets and analyzing workload. Useful for project planning, project scheduling and project tracking. If you are working in the area of construction, engineering, services&consulting, business, software development or even working on a simple student project then you can use RationalPlan. It will help you to complete your project as scheduled, on time and within budget.

Nimble, Projectric's latest version, is a disruptor to the traditional project management landscape. Through our simple, efficient, user-friendly software, users can make informed business decisions based on actionable, relevant, and real-time project and portfolio data. Users can rapidly pivot and shift project timelines as needed with our gantt and tree charts, and can easily update project budget projections and team member utilization. Prioritize and maintain alignment with company goals by utilizing our proprietary project scoring technology. In three clicks or less, empower users to act and make business decisions with data-driven information. Create and save multidimensional report views for your enterprise via our Custom Reports module.

WORKSPACE.PM is a project and portfolio management platform for organisations that have outgrown spreadsheets but do not want a toolchain of five separate systems. One data model carries the work from idea to closure: portfolio and programme views, projects with critical-path scheduling, Kanban boards, requirements, resource and capacity planning, budgets and cost centres, documents, reports and an integrated helpdesk. A task is the same object on the board, in the Gantt chart and in the capacity forecast, so the plan and the reality cannot quietly drift apart. Enterprise ready by default: strict multi-tenant isolation, SSO and SCIM provisioning, granular roles, audit trails, webhooks and workflow automation, a documented API plus an MCP server for AI assistants, and a fully localised UI in eight languages. Run it as SaaS, as managed hosting, or on your own infrastructure anywhere in the world, with the same feature set and your choice of data residency.

Matidor is a GIS-native field operations platform for oil and gas companies, environmental consulting firms, and multi-site operations teams. Built by a team with Google Earth roots, Matidor replaces disconnected spreadsheets and generic tools with one unified system purpose-built for the field. Four capabilities in one platform: Location Intelligence maps every project geographically with regulatory zones overlaid in real time. Project Management gives teams portfolio dashboards, custom workflows, and contractor portals. Budget and Cost Control tracks every dollar with automated alerts at 70, 90, and 100 percent thresholds. Field Operations delivers 100 percent offline-first mobile apps with GPS-tagged photos and automatic sync. Use cases include well abandonment, AFE budget tracking, pipeline integrity inspections, Phase I through III ESA assessments, remediation, and multi-site construction. Integrations: QuickBooks Online, Deltek Vantagepoint, ArcGIS, and Power BI.

Manage all your projects efficiently – in one place. EMDESK is a single, flexible project and financial management platform that unifies planning, controlling, execution, and collaboration in projects. It helps teams and stakeholders to work together, while maintaining maximum control and transparency. Hosted and developed in Germany, EMDESK guarantees the highest security standards. With real-time views of timeline and finances, teams can schedule activities, estimate costs and allocate resources. Efficiently design and budget projects of any scale and complexity with all team members and partners. Keep your multiple projects on schedule and work together efficiently.

BVDash presents a clean multiplexed and unique "Bird's-eye View" Dashboard. A one-stop interface for all project data; a true portal to access all systems and tools that project teams use for complex and simple projects from a single interface. The most powerful, yet simple communication and collaboration tool for all project teams. This solution offers features like program portfolio management, risk management, quality management, issue management, budget, scope, schedules, team communication and much more.

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.

Start from the beginning. Collect all of the opportunities in your sales/projects pipeline. It includes all of the key information you need: account manager, pricing, length and sale probability. Create your project, do your budget, and begin! Client's dashboard, revenue target and sales performance. Update client's details, set revenue target for each client and track sales performance. Discover the trend on why you lose and win projects. Add. Set. Revise. Go. List all the resources you think that you will need for your project divided into areas and tasks. Update your budget and keep the multiple versions in history. Resources, production and milestones. Start planning the workdays according to the budget. Planning and budget are always consistent in wethod. Planning production and setting milestones in a shared environment improves team work efficiency and helps to keep everything organized.

Celoxis is a Enterprise online project management solution for midsize to large businesses to help them plan and manage complex and diverse project portfolios. The collective suite includes modules for resource management, budgeting, revenue forecasting, time and expense tracking, reporting and team collaboration. Celoxis includes features such as advanced scheduling, which combines real-world conditions, such as resource time off, multi-time zone, part-time resources, working weekends etc., into one schedule. Users can automatically send reports as an attachment in an email to a set of users as well as roll up data captured from custom fields to the sub tasks to summary tasks and projects. In addition, Celoxis’ interactive Gantt chart can handle 10,000 tasks linked from different projects. Celoxis offers a choice of cloud-based or on-premise deployment. The solution is fully customizable and offers seamless integrations with Excel, Outlook, Salesforce.com and more.

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.

Optimize the status reporting proces to save time and get more up-to-date management reporting. One-click reporting in PowerPoint, Excel, Power BI, and web reports in ProjectFlow 365. Save time in your Project Management Office (PMO) and help the business select and execute projects optimally. Support your governance model so that you have an optimal portfolio setup and reduce risks. Expand with checklists for each phase for complex project types. Integrate your Project Model into your Project Management Tool. Employee time is often a scarce resource in connection with project work. Operational tasks compete with the projects for the employees’ time. The resource management in ProjectFlow 365 creates an overview of capacity and resource features, so that the portfolio plan is realistic and the employees are not over allocated.

Automate, manage and control your project portfolios with ease! Shift away from manual and semi-digital operations into fully automated projects and portfolio management practices. Lead a successful business transformation of your organization today. Automate the entire PMO journey. To streamline, manage and control project portfolios. Core operations, and PPM core operations. Digitalize everything related to portfolios, programs and projects so that everyone automatically knows what to do and when to do it. See what is happening at any given point in time via clear, different and complete views and via intelligent dashboards that show in depth analysis and insights on all your projects. Seamlessly integrate with different internal & 3rd party technology solutions and projects that PMOs needs to work with to finalize, deliver and report on projects. Direct the right resource automatically to do the right job using effective workflows.

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.

A complete and user-friendly toolset that enables Project Managers and Project Teams to manage projects and assignments, using both traditional and agile project methodologies. A complete overview of all projects, programs and portfolios that allows you to analyze, prioritize and align the project portfolio to strategic goals and value optimization. Smart features and visual presentations within resource management facilitate the need for group-wide capacity planning, resource planning and follow-up of time spent. Antura Projects is trusted by over 200,000 users worldwide and the right choice for your organization if you want a perfect combination of user-friendliness, powerful functionality, high security, great integration capabilities and an attractive licensing model, all together in a complete PPM tool. Powerful capabilities and highly configurable to fit your industry and business needs.

Continuum PPM optimizes your team's capacity, gives you real-time project status, tracks benefits, and keeps your stakeholders informed across the enterprise. A full lifecycle platform provides you with the ability to plan, prioritize, execute and evaluate your project portfolios from one, central source. Digitize your programs and lifecycles, make more informed decision-making, and streamline your reporting. It’s time to give your team everything they need to stay in sync, hit deadlines, and reach your goals. Make every project a success. Map out each step and organize all the details of your work in one place. See where work stands in a flash, identify the next steps, and quickly take action to stay on track. We review your current business approach and get a clear understanding of your projects and objectives. Manage your entire project proposal lifecycle including stakeholders, proposed budgets, and company objectives.

Milient is a unified cloud platform built for project-based teams that consolidates project management, time tracking, resource planning, and knowledge sharing into a single system. It enables full control of the project lifecycle while automating time registrations, employee absences, public-holiday calendars, and time off to support capacity planning. The resource module allows you to plan staffing across projects, schedule availability, manage skills, and balance workloads so you avoid over-booking or under-utilizing your team. It centralizes your routines, templates, lessons learned, and project history, making key insights accessible and reducing risk by surfacing best practices and supporting audits. Within the project module, you’ll find features such as phase planning, budget and deadline monitoring, analytics dashboards, quality-assurance checklists, and integrated reporting so you can see what drives profitability.

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.

Polaris project and portfolio management (PPM) solution helps you with a consolidated view of your projects across timelines, resources, cost and more. With Polaris MissionControl see your organization’s strategic objectives reflected in a high-level view across your project portfolio. It is customized to your role, yet operates off a common shared data platform, so there are no data silos, and you operate in harmony across groups. Define your framework and methodology for managing projects, resources, and portfolios. Define risk and strategy scores to manage portfolio prioritization. Easily enforce standard processes, formats, data and workflow across your organization. Get everyone on the same page to ensure consistent execution and growth. Group your projects by portfolios as your business tracks them in our PPM tool. Set any attributes and metrics you need. Manage delivery, costs, resources and priorities with complete transparency. Improve portfolio performance.

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.