Lista Completa de los Mejores Software para Gestión de Portafolios de Proyectos

The Kantata Professional Services Cloud is the professional services solution formed by the merger of Mavenlink & Kimble.

Why I picked Kantata: It supports resource management, project management, financial management, and business intelligence. Additionally, it is designed to foster team collaboration and bring your team together in one view.

Their project portfolio management capabilities provide an overview of all your projects in a customizable view that is located in a tab inside the Project Health dashboard. In it, you will find RAG indicators providing quick info on overall health status, margin %, burn rates, risk, and more. Additionally, each item in your scoreboard can take you to more detailed information with a simple hover and click.

Kantata Standout Features & Integrations

Features include resource forecasting, real-time utilization, capacity management, skills management, scenario planning, and role-based planning.

Integrations include pre-built connections with these tools: Expensify, G Suite, Xero, Salesforce, Netsuite, Jira, Hubspot, Slack, Concur, Dynamics 365, Qualtrics, Quickbooks, and Sage Intacct. They also provide an integration platform called M-Bridge that’s designed to simplify integration between Kantata and other business apps like CRM, HCM, and financial software.

Note: Kantata is a viable option for teams with over 30 people as per their pricing form.

Runn is a real-time resource planning and PPM software with integrated time tracking and powerful forecasting capabilities.

Why I picked Runn: The software is extremely intuitive and its Gantt view has drag-and-drop features and a colorful user interface. The free version of this software lets you build unlimited projects and offers a project portfolio view, which makes it perfect for small project teams.

Runn makes the data dynamic and visual. Charts and reports update as you plan your projects, and you can see insights like capacity, workload, availability, and billable and non-billable utilization. Finally, you can keep tabs on KPIs like utilization, project variance, and overall financial performance.

Runn Standout Features & Integrations

Features include resource scheduling, capacity management, project scheduling, timesheets, forecasting, and reporting. All features are available in the free plan.

Integrations include Harvest, WorkflowMax, and Clockify for importing project, client, and people data and syncing time entries. With Runn’s API, you can build your own integration to send data across your favorite tools.

Runn Plans & Pricing

The free version is available for up to 5 users. Paid plans start at $10/user/month.

Acuity PPM is a lightweight portfolio management solution that is a great alternative to spreadsheets.

Why I picked Acuity PPM: The tool includes a beautiful interface to help you manage your project portfolio, as well as fundamental capabilities for getting visibility into your entire project portfolio, managing work intake, prioritizing projects, tracking project performance and status reports, and managing resource capacity.

PMOs can track project portfolios and get insights on project status, store status reports in one place, and view status history across your portfolio. Another great feature is the ability to view portfolio roadmaps and see timing and sequencing for current and potential projects in the portfolio. PMO team members can also score projects using Acuity’s scoring model and then easily prioritize projects.

Acuity PPM Standout Features & Integrations

Features include portfolio tracking, portfolio roadmap, project scoring and prioritization, project request management, and resource capacity planning.

Integrations are only included in the Enterprise plan.

Acuity PPM Plans & Pricing

Pricing starts at $599 per month.

Scoro is a work management software with a project portfolio management (PPM) tool designed to assist businesses in managing multiple projects and portfolios efficiently.

Why I picked Scoro: As a project portfolio management software, Scoro combines everything you need in one place. Scoro's PPM tool is tailored to provide insights into project health, status, and financial metrics, as well as facilitate internal time tracking and granular resource management. 

These features aim to offer visibility and control for various roles within an organization, including executives, operations managers, project managers, financial managers, and team members. Additionally, the platform's real-time reporting feature can help you understand which projects and clients are impacting profit margins the most, so you can make more informed decisions about what projects to pursue.

Scoro Standout Features & Integrations

Features include time tracking, customizable dashboards, automation for routine tasks, a drag-and-drop Kanban board, multiple currencies, pipeline management, and quoting and invoicing features.

Integrations include Google Calendar, Stripe, Jira, Microsoft Exchange, Expensify, Slack, Asana, Dropbox, PayPal, QuickBooks, Xero, Sage Intacct, and more.

Scoro Plans & Pricing

Paid plans start from $26 per user, per month, and a 14-day free trial is available.

OnePlan is an AI-enabled strategic portfolio management platform designed to meet the needs of various organizations by providing tools for project portfolios, financial planning, resource planning, and work management.

Why I picked OnePlan: OnePlan's AI-driven strategic portfolio management stands out by enabling organizations to align their project initiatives directly with business objectives. This ensures that resources are optimally allocated and that projects deliver maximum value. Additionally, OnePlan's ability to integrate with tools like Microsoft Project, Azure DevOps, Jira, and Smartsheet allows for a unified view of all projects

I also like OnePlan's adaptive project portfolio management feature, which supports both traditional and agile methodologies. This flexibility is crucial for organizations that need to manage a variety of project types and methodologies within a single platform. The tool's resource planning and professional service automation features also assist in resource allocation and utilization, ensuring that the right skills are applied to the right projects at the right time. 

OnePlan Standout Features & Integrations

Features include scenario planning, financial management, risk management, time tracking, team collaboration, capacity planning, dependency management, portfolio optimization, custom workflows, visual roadmaps, kanban boards, dynamic resource planning, real-time dashboards, OKR alignment, and comprehensive reporting.

Integrations include Microsoft Teams, Project For The Web, Azure DevOps, Smartsheet, and Jira. 

Planisware Orchestra is a project portfolio management (PPM) software designed to help organizations manage and prioritize their projects. It is designed to handle complex project portfolios and can be tailored to meet the specific requirements of different organizations and industries.

Why I picked Planisware Orchestra: One of the key features is its dynamic portfolio analysis capabilities, which allow managers to categorize, prioritize, and balance projects based on strategic business objectives. This aligns projects directly with corporate strategies, ensuring that all initiatives drive value and meet predefined business goals. The platform also facilitates portfolio scenario planning with advanced simulation and forecasting tools. 

Additionally, Planisware Orchestra provides a structured yet flexible framework to help PMOs mature their project portfolio management practices. From standardized processes and methodologies to a fully customizable interface that adapts to various project management maturity levels, the software supports development toward more advanced PPM practices.

Planisware Orchestra Standout Features & Integrations

Features include APIs, collaboration tools, governance and compliance mechanisms, multi-project management, schedule management, resource and cost management, reporting and dashboards, Kanban board, forecasting, customizable templates, approval process control, and more.

Integrations include Microsoft Office 365, Microsoft Teams, Google Workspace, Oracle NetSuite, Hyperion, JD Edwards, Tableau, Qlik, Workforce, ADP, SAP, Jira, Salesforce, HubSpot, and more.

Bubble® PPM is a scalable, highly configurable platform designed for mid-to-large size companies looking to align strategy with delivery and increase efficiency and confidence in execution.

Why I picked Bubble® PPM: 

Bubble® PPM is an intuitive PPM Software that’s designed with its end-users in mind. It provides a range of customizable dashboards, reports, and tools to support portfolio-oriented company leaders and project delivery teams. The system also offers a range of out-of-the-box tools based on best practices from their many years as a specialist consultancy, so that teams can hit the ground running. 

By leveraging a modular and permissions-based platform, the software is easily tailored to current organizational needs, but can also grow and evolve as the company's needs change. Bubble makes it easy for users to see the whole picture or just the views and slices of data that are relevant for their role. In-built notifications also help to ensure that users are getting the right Information at the right time, to work proactively and mitigate risks.

40% of the company’s international customer base is from the Fast-Moving Consumer Packaged Goods (FMCG/CPG) sector, but the platform is equally suited to R&D, New Product Development, Capital Projects, or Change Management programs. To see the company’s short explainer video, click here

Bubble® PPM Standout Features & Integrations

Features include in-built stage and gate governance tools, risk management tools, project scorecards, project planning and baselining tools, easy to use report and dashboard builders, plus all the features you’d expect of a full-featured Project and Portfolio Management system.

Integrations are a key feature of Bubble® PPM and the company’s managed configuration and maintenance service enables data to be shared between connected systems securely and automatically via a library of preconfigured applications or through a Workflow designer for more complex integrations.

Bubble® PPM Plans & Pricing

14-day free trial

From $17 user/month (USD)

QuickBase is a workflow and project management tool that lets you build custom business applications. It's suitable for businesses of all sizes and stages, including those managing multiple portfolios.

Why I picked QuickBase: I included this platform in my list because it can help ensure consistency and compliance in your workflows across your company's portfolio. By crafting standardized applications for your business, you create best practices for employees across teams and departments to adhere to.

The software also helps you streamline and automate your core business processes. You can set up automations and integrations using the builder as well, driving efficiency and reducing manual workloads (and the risk for manual error). The software is flexible enough to suit the needs of different types and sizes of teams in various industries.

QuickBase Standout Features & Integrations

Features include a no-code app builder, data syncing and reporting, template library, team collaboration tools, personalized dashboards, mobile app, audit logs, and data encryption.

Integrations include Outlook, Microsoft Teams, Google Workspace, Slack, Box, Dropbox, OneDrive, Trello, Asana, Jira, Zendesk, and Docusign, among others.

QuickBase Plans & Pricing

Paid plans start from $35 per user, per month, and a 30-day free trial is available.

Zoho Projects is an award-winning project management and collaboration tool from Zoho. It offers flexibility and customizations to suit the needs of traditional project managers as well as agile teams.

Why I picked Zoho Projects: The resource utilization charts enable you to easily view the workload of team members and you can create and balance the workload with just a click of a button. Fix hourly rates, create invoices and have an eye on your project budget. Forecast project budget, keep track of your timelines with baselines and critical path analysis.

The interface and modules are highly customizable. All aspects of the UI from theme colors to arrangement and visibility of the various modules can be changed to suit a user's preferences. Zoho projects also offer free onboarding for its customers and a comprehensive online help guide for all users.

Zoho Projects is one of the few PPM tools that allow the creation of dependencies between projects. The portfolio widget on the dashboard helps users to get an overview of all projects at a glance. Zoho Projects stands out in cases where there are multiple hand-offs involved. It is especially popular among IT companies, consultants and education organizations. With Blueprints, users can create and automate workflows, notifications, and escalations.

Zoho Projects Standout Features & Integrations

Features include task management, task automation, blueprints, time and issue tracking, reporting, and forums for detailed discussions with your team.

Integrations. Being part of Zoho's ecosystem allows Projects to connect to several of Zoho's own services such as Zoho Books, Zoho CRM, and Zoho's finance suite. The new Zoho marketplace allows 3rd party integrations as well.

Zoho has a freemium version upto 3 users for 2 projects. No credit card information required.

Bonsai is a business management solution that caters to the needs of agencies, consulting firms, and professional services by offering a suite of tools for client management, project management, and financial management.

Why I picked Bonsai: I selected Bonsai for its suite of features designed to streamline and optimize project portfolio management. One of the standout features is its project dashboard, which provides a comprehensive overview of all ongoing projects. This allows professional service teams, agencies, and consultancies to monitor project progress, deadlines, and resource allocation at a glance, ensuring that every project stays on track and within budget. 

Additionally, Bonsai's financial management capabilities support the management of project portfolios. The software includes advanced invoicing, expense tracking, and financial reporting features, enabling teams to keep a close eye on their financial health. Automated invoicing and payment reminders ensure timely payments, while detailed financial reports provide insights into profitability and cash flow.

Bonsai Standout Features & Integrations

Features include time tracking, task management, e-sign contracts, proposal templates, CRM features, automated, file sharing, project timelines, milestone tracking, capacity limits, task dependencies, cash flow management, and detailed client profiles.

Integrations include Google Calendar, Zapier, QuickBooks, Slack, Trello, Asana, Dropbox, Google Drive, OneDrive, Box, Stripe, Xero, iCloud, Mailchimp, FreshBooks, Harvest, HubSpot, Pipedrive, Airtable, Notion, and more.

Bonsai Plans & Pricing

Paid plans start from $10 per user, per month, with a free trial available.