Best Project Portfolio Management Software for Microsoft Excel
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Compare the Top Project Portfolio Management Software that integrates with Microsoft Excel as of December 2025
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This a list of Project Portfolio Management software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Project Portfolio Management Software for Microsoft Excel?
Project portfolio management (PPM) software is designed to help organizations oversee multiple projects at once, aligning them with strategic goals and resource capacity. It provides visibility into project pipelines, budgets, timelines, risks, and performance, enabling leaders to prioritize initiatives effectively. These platforms often include tools for resource allocation, scenario planning, financial forecasting, and reporting dashboards. By consolidating project data, PPM software empowers decision-makers to balance workloads, reduce risks, and maximize return on investment. It is widely used in enterprises, government agencies, and large organizations to ensure that projects collectively drive business success. Compare and read user reviews of the best Project Portfolio Management software for Microsoft Excel currently available using the table below. This list is updated regularly.
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1
Planview AdaptiveWork
Planview
Planview® AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries.Starting Price: $45.00/month/user -
2
Project Insight
Project Insight
Project Insight is project and portfolio management software built for growing teams and businesses. It brings all your project work together from across departments and software tools, helping you streamline workflows, automate processes, and make faster, more accurate decisions with real-time data. Manage work dynamically at the project, program, and portfolio levels to keep teams aligned and focused on strategic goals. Roll up details like status, resources, budgets, and risks instantly, so you can stay ahead of challenges and drive results. Connect Project Insight with the tools you already use — including Azure DevOps, Jira, Microsoft Project, Salesforce, and ServiceNow — to reduce manual work, break down silos, and improve collaboration across your organization. Leverage AI to predict future capacity, balance workloads, and suggest the best resources for every project. Use AI-powered search to quickly surface project data and keep work moving forward.Starting Price: Free -
3
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
4
Wrike
Wrike
Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today.Starting Price: $10 per user per month -
5
ProjectManager
ProjectManager
ProjectManager is a project and portfolio management software that offers unparalleled control, in-depth project data and the most comprehensive planning features on the market. With advanced scheduling, automated cost and time tracking, risk analysis and resource management, our platform ensures flawless execution while providing unbeatable insights at every stage. Trusted by thousands worldwide for seamless collaboration, ProjectManager empowers teams to deliver with precision.Starting Price: $14 -
6
Office Timeline
Office Timeline
Office Timeline is a robust and easy-to-use PowerPoint add-in that helps you create Gantt charts, roadmaps and swimlane diagrams in minutes, by leveraging professionally built, fully customizable templates. The interface blends seamlessly with the native PowerPoint one, so it's guaranteed to look and feel familiar right away. Intuitive drag & drop actions eliminate the learning curve traditionally associated with project management software and give you full control over the design of all elements. Import features from popular software like Excel, MS Project, Smartsheet or Wrike allow you to bring in external data without manually entering the tasks and milestones. Save the templates and share your work directly from the add-in to make the best use of your time. Our vision is to help users of all levels ace presentations and tell a clear and compelling story via engaging visuals, without putting in hours of work before every single meeting.Starting Price: $59.00/year/user -
7
Planforge
Planforge
Planforge is a leading provider of hybrid program and portfolio management software. By integrating cross-functional processes from Jira and enterprise agile planning (SAFe) to resource management, the web-based PPM solution closes the gaps between information silos. Planforge empowers your organization to adapt to changing environments faster, turn strategy into action, and make better value-based decisions.Starting Price: €45/month/user -
8
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 -
9
ProWorkflow
ProActive Software
If you're looking to manage your projects and teams with ease, turn to ProWorkflow. A web-based project management software for freelancers, startups, and enterprises, ProWorkflow comes with a range of powerful tools to help users get the job done. ProWorkflow offers features for assigning tasks, tracking time, or rescheduling projects. It also offers easy quoting and invoicing tools.Starting Price: $20.00/month/user -
10
OpenProject
OpenProject
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.Starting Price: €247.50 per year -
11
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 timeStarting Price: $29.00/month/seat -
12
Scientrix
Scientrix
Scientrix empowers enterprise leaders to build and manage a responsive organization by providing a secure, enterprise-ready AI digital platform to plan enterprise strategy and consistently manage its successful execution. We do this through an end-to-end strategy-to-execution-to-impact solution. Amongst the various benefits, leveraging AI to accelerate portfolio value, achieving 10x faster alignment, linking analysis to execution, and scaling lean portfolio management with reduced effort. In addition to our award-winning software, Scientrix offers data management, change management, and advisory services. Our unique thought architecture, advanced technology, and change enabling services have a proven track record of delivering support to small and large organizations in designing and accelerating their strategy implementation. -
13
Celoxis
Celoxis Technologies
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.Starting Price: $25.00/month/user -
14
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 -
15
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 -
16
TransparentChoice
TransparentChoice
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.Starting Price: $15 per user per month -
17
ITM Platform
ITM Platform
ITM Platform is the Project Portfolio Management software that bridges the gap between strategy and project management. With a mere two-week integration and an easy learning curve, you and your team members will be fully operational fast, giving you the project and work management tools you need to align your portfolio with the overall business strategy. ITM Platform offers robust control over the economics (costs and revenue) at portfolio, program, project, and task levels. Manage agile and waterfall projects, prioritize what’s best for your business, and use real-time information to report progress companywide.Starting Price: $24/month/user -
18
Clarity by Rego
Rego Consulting
Clarity is a modern, enterprise‑grade project and portfolio management platform that empowers organizations to manage everything from ideation to execution with flexibility and precision. It enables rapid project initiation via customizable templates, presents intuitive task management with interactive Gantt charts and multiple views (list, grid, timeline, Kanban), and supports auto‑scheduling that accounts for dependencies, resource availability, and deadlines. Users gain strategic visibility through a unified portfolio overview, real‑time insights, dashboards, and customizable reporting, helping stakeholders spot risks or bottlenecks before they impact delivery. It also offers comprehensive resource management, allowing role‑ or individual‑level assignment, approvals, forecasting, and optimization. Built to scale, Clarity supports workflows for ideation, demand management, strategic roadmapping, scenario planning, and more.Starting Price: $2 per month -
19
Triskell PPM
Triskell Software
Triskell is a robust and scalable enterprise portfolio management (EPM) and project portfolio management (PPM) platform that enables users to plan, prioritize, manage, and monitor their company's initiatives. Available as a cloud-based solution, Triskell enables users to access their PPM system from anywhere and at any time. Triskell PPM features a variety of tools for capacity management, demand management, application portfolio management, project portfolio management, financial management, resource management, IT service management, and classic and agile project management. -
20
Project Online
OnePlan
Microsoft continues to innovate, the platform and tools that address the needs of customers needing a project, portfolio, and work management capabilities. Built on the Microsoft Power Platform, this next generation of Project Online offers a robust foundation that allows your teams to be more collaborative and drive successful business outcomes than ever before. Strategy execution management is focused on supporting the dynamic portfolio management needs of business strategists, steering committees, strategy realization offices (SROs), and enterprise portfolio management offices (EPMOs). Product teams must be innovative, agile, and effective at deploying the right resources to the right work at the right time. Knowing when to bring a product to market can mean the difference between a leader and 2nd place. Give NPD the tools they need for competitive advantage. Demand can come from anywhere. -
21
Fluid-PPM
Fluid
Unlock unparalleled strategic business value and supercharge your PMO with Fluid. Connect all the pieces of your strategic initiatives, align them to business goals, and deliver maximum value. Your entire business, projects, operations, strategy, change, all in one platform. The whole team working towards your strategic priorities. Demand management and project planning. Full project delivery includes resource management, scheduling, risks, and more. Manage strategic initiatives from idea to value. PPM software is a tool that helps manage multiple projects and programs simultaneously for the entirety of the project cycle. PPM software allows project managers to prioritize projects based on strategic objectives, allocate resources efficiently, manage budgets, and track progress. We provide organizations with a better, easier, and more user-friendly way to deliver value, adapt, change, and meet their strategic goals.Starting Price: $18.73 per month -
22
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 -
23
Amplify
Amplify-Now
Business cases are not built on task milestone delivery alone, so why is that all you are tracking? Amplify takes a goals-driven approach to program delivery, keeping your team focused on the outcomes that matter. Much is made about organizational agility – the ability to react and respond to change. Without visibility, though, how can you respond before it’s too late? Amplify provides your team with the insights you need to identify and respond to challenges before they impact your bottom line. All too often solutions are built for the “power users” who live in a software while neglecting those who engage in a more limited scope. Amplify realizes that a successful transformation requires the engagement of all users and has built a solution with ease of use as a guiding principle – helping your team stay engaged and deliver success. -
24
TeamDynamix PPM
TeamDynamix
PPM software tailored to you, card walls, kanban, agile, waterfall, and teamwork task lists, integrate with ITSM/ESM. PPM software that allows you to look across all projects within a portfolio is vital. By managing with a portfolio approach rather than managing projects in isolation, stakeholders can see how everything is tracking and aligned to the strategic needs of the business. Project tracking needs to be flexible to manage different types of projects with various complexities. Project Portfolio Management (PPM) software can help create project plans with tracking tools and dashboards. Collaboration across teams can be daunting at times, especially when many resources are working remotely. Having a clear view with dashboards, easy time tracking and status updates keeps everyone on track and informed. Manage project resources using drag-and-drop capabilities. Manage multiple baselines, variance, and key performance indicators (KPIs). -
25
JourneyLab
JourneyLab
Make your effort and investment dollars count. JourneyLab makes it easy to structure, prioritize and govern your portfolio based on strategic contribution. Give executives meaningful insight into how their initiatives are contributing to business results. End-to-end transparency and traceability from strategy to execution, across time periods, so you know what needs improvement. Continuous, 2-way feedback loop to keep information flowing between key stakeholders and decision-makers. So you know what’s changing and how to respond to it. Actionable insights to help optimize your portfolio, whether it’s stopping or doubling down. Discuss challenges as they emerge, and make real-time adjustments as needed. Connect your portfolio of projects, BAU initiatives, product proposals and asset investments to strategy, to ensure effort is aligned with results. Track how well the initiatives are delivering the desired business outcomes with automatically generated lead indicators. -
26
Deltek Acumen
Deltek
The Acumen Suite automates project schedule analysis, project risk management and schedule optimization, enabling your team to make the best decisions and improve project success. Acumen Fuse, the foundation of the suite, evaluates plans to ensure solid, reliable project schedules in minutes. Adding Acumen Risk and 360 eliminates the statistical and logical challenges of typical risk models and automatically generates schedule scenarios that make smart acceleration a reality. Adding companion product Acumen Touchstone automates schedule submissions, assessments and feedback to improve quality and save time. Acumen Fuse helps analyze project schedules and cost data to create the best schedules and most accurate cost estimates possible. Acumen Risk uses risk modeling, analysis, and reporting to reduce risk, mitigate impacts and improve decision-making. -
27
Conductor
Sensei Labs
Conductor is an enterprise-grade transformation platform that creates harmony from strategy through execution, delivering KPI/benefits tracking, accountability, and governance on your terms. We empower the world’s leading organizations, government agencies, professional service firms, and private equity funds to accelerate benefits and de-risk execution. Our customers successfully execute their most critical, large-scale programs with significant EBITDA impact, including strategic transformations, cost reductions, portfolio management, procurement and supply chain optimizations, ESG, M&A, and technology delivery. Conductor brings clarity to complexity at every phase of your transformation journey. Every Conductor subscription includes proven playbooks, flexible modules, and best practice templates for every phase of your transformation journey. The world of Conductor goes well beyond the platform, providing a fully supported ecosystem with tailored training.
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