10 Enterprise Project Portfolio Management Software Shortlist
Here's my pick of the 10 best software from the 23 tools reviewed.
Get free help from our project management software advisors to find your match.
Picking the right enterprise project portfolio management software isn’t easy. With so many options out there, it’s hard to know which one will actually help your projects align with your business goals. But don’t stress—I’ve got your back! In this post, I’m sharing my personal experience testing dozens of tools with big companies and giving you my top picks to make your decision a whole lot easier. Let’s find the perfect fit for you!
What Is Enterprise Project Portfolio Management Software?
Enterprise project portfolio management (EPPM) software is a tool used by organizations to manage and oversee a collection of projects. It helps align these projects with business strategies and goals, enabling efficient allocation of resources and monitoring of overall project performance. EPPM software integrates various aspects of project management, from budgeting and resource allocation to risk assessment and progress tracking.
The benefits of EPPM software include improved strategic alignment of projects with business objectives, enhanced decision-making through data-driven insights, and increased visibility into the health and performance of the entire project portfolio. This leads to better resource optimization, risk management, and financial control across multiple projects. It's particularly valuable for large organizations with complex project environments, helping to ensure that each project contributes effectively to the overarching corporate goals.
The 10 Best Enterprise Project Portfolio Management Software Summary
Tool | Best For | Trial Info | Price | ||
---|---|---|---|---|---|
1 | Smartsheet Work Insights provides information on trends, bottlenecks, and activities. | Best no-code app builder and enhanced IT governance and administration | 30-day free trial | From $9/user/month (billed annually) | Website |
2 | Wrike Create custom calendars and set filters to control what projects you want to see. | Best enterprise portfolio software with AI & machine learning that helps you focus on the important tasks | Freemium version available | From $10/user/month (min of 2 seats) | Website |
3 | monday.com You can use dashboard widgets to customize the information you want to track. | Best enterprise PPM for its thousands of integrations and capacity of growing with your enterprise | 14-day free trial + free plan available | From $8/user/month (billed annually) | Website |
4 | Scoro View your entire project portfolio with Scoro's dashboard to stay on top of progress and profitability. | Best for project portfolio visibility | 14-day free trial + free demo available | From $26/user/month (billed annually) | Website |
5 | Bubble PPM Bubble PPM lets you see all your projects and their status at a glance on the Home tab | Best enterprise PPM tool for NPD and innovation | 14-day free trial | From $17/user/month | Website |
6 | OnePlan OnePlan's project porfolio planning feature helps in aligning work to objectives, business outcomes, and real-time performance metrics. | Best for scenario and financial planning | Free plan available (one user max) | From $7/user/month (billed annually) | Website |
7 | Productive Productive allows agencies to track profitability of various projects across their entire portfolio. | Best for agency PPM and profitability tracking | 14-day free trial | From $9/month (billed annually) | Website |
8 | Kantata Kantata's financial management tools allow teams to view financial data for all of their projects—all in one place. | Best for streamlining digital projects with automation features | Not available | Pricing upon request | Website |
9 | Zoho Projects The Zoho Projects Gantt chart allows users to monitor different projects’ statuses and keep them aware of critical tasks. | Best enterprise PPM software with CRM functionality | 10-day free trial + free plan available | From $4/user/month (billed annually) | Website |
10 | Acuity PPM Acuity PPM's resource management tools allow managers to view resource availability and assign staff to projects based on their skills and workload. | Best for quick PPM software adoption | 15-day free trial | From $599/month | Website |
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Smartsheet
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
Wrike
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
monday.com
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Overview Of The 10 Best Enterprise Project Portfolio Management Software
Here’s a brief description of each enterprise project portfolio management tool, a mention on features, security specs, and integrations. Most tools provide pricing on request, but you can get an idea of enterprise project management software costs here.
Best no-code app builder and enhanced IT governance and administration
Smartsheet is a spreadsheet-based project management software with an enterprise solution that helps you align global teams, and scale business-driven solutions.
Why I picked Smartsheet: Its enterprise plan gives you access to Smartsheet Advanced. This allows you to have a control center for a strategic view on projects, a data encryption algorithm where you have your own key to control access, and access up to six months of event logs for your audits.
At a security level you get SSO, an integration with your directory software for easy user control, and recurring backups you can set up for your account. A feature that stands out for me is the app builder. This no-code builder lets you create web and mobile apps that are based on automations.
Smartsheet Standout Features & Integrations
Features include dashboards, reports that consolidate multiple sheets, workflow automation, resource management, multiple views, forms to collect information, and digital asset management using Brandfolder.
Integrations include DocuSign, Active Directory, LDAP, as well as development essentials like Jira, and useful business apps like Salesforce, ServiceNow, Slack, Box, and Tableau.
Wrike
Best enterprise portfolio software with AI & machine learning that helps you focus on the important tasks
Wrike is a versatile project management software that is trusted by some of the worlds top brands, like Nickelodeon, Ogilvy, Google, and Siemens.
Why I picked Wrike: Wrike’s enterprise tier is mostly focused on security. Your users can login in a fast and secure way using SSO and 2FA. Set password policies that control the level of password strength. Give users permission to see only what they need to see with custom user access roles.
The features include all the ones you can expect from a work management platform, plus a thing they call Work Intelligence. This feature uses AI and machine learning to recommend personalized prioritization lists, provide real-time predictions of projects at risk and suggest how to solve it.
Wrike Standout Features & Integrations
Features include custom access roles, customizable user types, user audit reports, password policies, and 10GB of storage per user.
Integrations include 400+ pre-built native integrations, including software from Microsoft and Google, Salesforce, Marketo, Asana, BambooHR, Box, Confluence, Hubspot, and Jenkins.
Best enterprise PPM for its thousands of integrations and capacity of growing with your enterprise
monday.com is a work OS that offers features like resource planning, reporting & analytics, built-in communication at project and task levels, and much more.
Why I picked monday.com: Their enterprise level integrations let you connect with CRMs like Salesforce so the platform imports relevant information directly to your software.
If you are concerned about security standards, monday.com is GDPR compliant, offers you ownership over data, user permissions, and granular audit logs without compromising the user experience.
Final shout-outs go to their 99.9% uptime SLA, their personalized on-boarding and training of your team, and their dashboard email notifications.
monday.com Standout Features & Integrations
Features include advanced reporting and analytics, resource and project management, multi-level permissions, time tracking, collaboration, file management, collaborative docs and reporting dashboards that can mix up to 50 boards.
Integrations include Jira server, Salesforce, Excel, Google Drive, Dropbox, your calendar, and more. You can also connect to thousands of apps through Zapier or connect your own apps using their API.
Pricing is available upon request. Get ready for a sales pitch and some demo time.
Scoro is a comprehensive work management software designed to manage projects, finances, and resources within a single system.
Why I picked Scoro: As an enterprise project portfolio management software, Scoro is tailored to support the needs of executives, operations managers, project managers, financial managers, and team members by providing visibility and control over business operations, including insights into how each project impacts profitability.
Scoro's budgeting feature allows you to track project progress to ensure alignment with planned expenses. You can even monitor projects in real time across your portfolio. This full visibility allows you to find the projects that require immediate attention. The platform's reporting feature can also help you understand which clients, projects, or teams are profitable and which ones negatively impact your margins.
Scoro Standout Features & Integrations
Features include automation for routine tasks, a drag-and-drop Kanban board, time tracking, customizable dashboards, multiple currencies, pipeline management, and quoting and invoicing features.
Integrations include Microsoft Exchange, Xero, Sage Intacct, Expensify, Stripe, Google Calendar, Jira, Slack, Asana, Dropbox, PayPal, QuickBooks, and more.
Bubble PPM is a project portfolio management tool that provides real-time insights and a full suite of reporting tools.
Why I picked Bubble PPM: This tool provides you with a real-time view of portfolios for informed decision-making. Its in-built process governance and best practices help you have complete control of your portfolios and the projects within them.
Bubble PPM's interface is highly configurable and has tons of colorful elements that help you identify things like risks, overdue tasks and delayed projects at a glance. Finally, its reporting feature allows you to create reports from scratch, access one-click reports, and even automate them so you can focus on other tasks.
Bubble PPM Standout Features & Integrations
Features include scoring projects based on importance, financial planning tools to align investments with strategy, what-if scenarios of alternate portfolios, roadmaps, resource planning, workload views, and dozens of reports from one-click to complex ones.
Integrations include personalized help with technical questions through Bubble PPM's dedicated in-house technical support team.
OnePlan is an AI-enabled strategic portfolio and work management software that offers solutions for strategic portfolio management, adaptive portfolio management, agile portfolio management, and professional service automation.
Why I picked OnePlan: I chose OnePlan for its robust scenario planning and financial management capabilities, which are essential for large organizations managing complex project portfolios. OnePlan's scenario planning allows enterprises to model various project outcomes and make informed decisions based on potential risks and rewards.
Additionally, OnePlan's comprehensive financial management feature provides detailed budgeting, forecasting, and cost tracking, enabling enterprises to maintain financial control and maximize ROI across their project portfolios. Furthermore, the platform has advanced demand and capacity planning features to help anticipate project demands and align them with available resources.
OnePlan Standout Features & Integrations
Features include risk management, time tracking, team collaboration, capacity planning, dependency management, portfolio optimization, custom workflows, visual roadmaps, kanban boards, resource planning, real-time dashboards, and comprehensive reporting.
Integrations include Microsoft Teams, Project For The Web, monday.com, Workday, Azure DevOps, Smartsheet, and Jira.
Productive is a versatile, all-in-one platform designed to optimize project management and operational efficiency for agencies. It integrates tools for managing projects, resources, and financials within a single platform.
Why I picked Productive: One of the key aspects that set Productive apart is its advanced project profitability tracking. This feature allows agencies to monitor and analyze the financial performance of their projects across their portfolio in real time, ensuring that budgets are adhered to and profitability is maximized.
Another unique feature of Productive that makes it ideal for PPM is its comprehensive workload management tools. Agencies can visualize team availability and project timelines through intuitive Gantt charts and workload views, enabling better planning and resource allocation across the entire portfolio.
Productive Standout Features & Integrations
Features include budget management, invoicing, forecasting, purchase orders, revenue recognition, sales CRM, document management, automation, and advanced reporting.
Integrations include Jira, Slack, QuickBooks, Xero, Zapier, Google Drive, Sage, BambooHR, and HubSpot.
Kantata
Best for streamlining digital projects with automation features
Kantata is a versatile tool that can be used for enterprise project portfolio management. It can help teams improve project portfolio visibility, optimize resource allocation, and make data-driven decisions to achieve their project goals.
Why I picked Kantata: Kantata offers a comprehensive range of features that, when viewed from the platform's all-in-one dashboard, can help your team keep a careful eye on all your ongoing projects. Moreover, Kantata's automation features allow you to create reusable workflows and templates and replace other manual processes so that you team can spend less time on busywork and more time on gathering actionable insights to make your projects as successful as possible.
Kantata additionally offers features related to resource management, financial management, and business intelligence to support project planning and execution. With such a wide range of tools in one place, project management teams can enhance their processes, improve collaboration, and achieve better results in their projects with just one platform.
Kantata Standout Features & Integrations
Features include collaboration tools, project tracking, access controls and permissions, an activity dashboard, and approval process controls, as well as task management, assignment management, calendar management, and capacity management features.
Integrations include PayPal, Slack, Gmail, Google Workspace, Microsoft 365, Salesforce Sales Cloud, Jira, BambooHR, Gigasheet, and Hubstaff.
Zoho Projects is a cloud-based project portfolio management software that enterprises can use to plan and manage their projects. This solution offers a wide range of features to help manage projects, especially with the Enterprise plan’s portfolio dashboard, allowing users to manage portfolios effectively.
Why I picked Zoho Projects: Enterprises can effectively manage their project portfolios with Zoho Projects’ intuitive and easy-to-use UI. It is also possible to remotely manage portfolios and managers and employees can collaborate easily and efficiently, especially when considering the resource utilization chart. Using the Zoho Projects Enterprise plan gives enterprises the necessary tools to manage project portfolios effectively.
The enterprise PPM software also comes with a resource utilization chart that can be used to give users a clear view of a team’s workload and availability. Enterprises will be able to use color codes, taskbars, and views to monitor employee schedules and availability at a glance. The heatmap view functionality checks disconnected schedules to show how occupied people are during business hours.
Zoho Projects Standout Features & Integrations
Features include task management, time management, collaboration, automation, charts and reports, and user administration features.
Integrations include everything within the Zoho ecosystem, such as Zoho Books and Zoho’s finance suite. The new Zoho marketplace allows 3rd party integrations as well, like Microsoft Office 365, Microsoft Teams, Google Drive, Zapier, Zendesk, and ServiceNow. Integrations via Zapier and Zoho Flow are also supported.
The portfolio dashboard necessary to manage project portfolios is exclusive to the Enterprise plan, allowing enterprises to use Zoho Projects as a project portfolio management software.
Acuity PPM is a project portfolio management software that is designed to align projects with strategic objectives and to support decision-making processes within the PMO.
Why I picked Acuity PPM: Acuity PPM assists enterprises with project portfolio management by providing a platform that enables the selection, planning, and execution of multiple projects. The tool works by allowing users to capture project requests, prioritize projects, and track project execution. The software also delivers real-time visibility into projects, includes project scoring capabilities, and supports resource management.
Acuity PPM additionally facilitates comprehensive resource planning and scheduling and provides a maturity assessment calculator to help teams evaluate their proficiency in portfolio management.
Acuity PPM Standout Features & Integrations
Features include project intake tools, dashboards that display key project and portfolio metrics, project status reporting, including reporting on milestones, risks, and issues, a stage gate process for project governance, and basic project management capabilities.
Integrations include Jira, Smartsheet, Monday.com, Asana, Wrike, Azure AD, Microsoft Excel, Tableau, ClickUp, and Microsoft Project.
Other Options
I would love to know which tools you use in your day to day that help you manage projects at an enterprise level. There are so many tools out there that I cannot possibly cover them in a lifetime. I will gladly add yours to this section! Let me know in the comments.
- Teamwork.com
Platform add-ons integrate helpdesk, and CRM into an already powerful tool.
- Planview Clarizen
Featured in Gartner’s 2022 Magic Quadrant for strategic portfolio management.
- Adobe Workfront
Security program built upon AICPA’s Trust Services Principles and ISO 27000 suite.
- Tempo Portfolio Manager
Enterprise solution with predictive scheduling and task range-estimation features.
- Sciforma
For coordinating all aspects of project portfolios in one platform
- Ravetree
With integrated CRM and resource planning tools
- ESPMI
Comprehensive enterprise-level project portfolio management software with advanced risk and financial tracking features
- GanttPRO
Enterprise project portfolio view that mixes project and resource information in one
- ClickUp
Fully featured with high level of security through encryption and two-factor authentication.
- Celoxis
Enterprise solution with on-premise deployment options
- ProjectManager
For real-time insights across your project portfolio
- Hive
Enterprise project management platform with ongoing training and support
- Asana
Flexible work management platform with extensive privacy and data protection.
How I Picked The Best Project Portfolio Management Software For Enterprise
After searching for the most popular PPM tool, I came up with a list that I put through a filter of factors that make a tool great for enterprise projects. Then, I shortlisted the best software and picked the finalists based on the following criteria.
Customer service
You need a vendor that provides you with the support needed at this level. I’m talking about a 24/7, almost dedicated team to handle your cases. I looked for tools offering these services to ensure you are covered and not fear that the PMO will crash if you experience trouble outside of business hours.
Uptime SLA
It’s important to have a service that is operational most of the time. Mainly because we are talking about company-wide projects, most of which are strategically relevant to your organization. Therefore, I prioritized tools that disclose SLA guarantees.
Scalability
The software needs to be modular and have the capacity to support project planning according to your needs. I explored all the ways in which these tools offer to expand their reach. This includes add-ons, modules, and integrations.
Integrations
The tool must have ways to expand its functionality through third-party integrations. I looked at all the ways in which the tool can connect to others. This includes pre-built integrations, third-party connectors like Zapier, and tools available to build custom integrations.
Enterprise Project Portfolio Management Software FAQs
Find answers to common questions other people ask about this topic.
What is enterprise project portfolio management?
What is an enterprise project management software?
What are the key features for enterprise project portfolio management software?
What's Next?
I believe the one of the most important features I covered in this article is security. At this level we should all be concerned about how and where our company’s information is stored, and how we ensure it’s not accessed without our consent.
Related reads:
- Enterprise project portfolio management and how to do it
- How to implement a PM framework at an enterprise level
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