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 | 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 | |
2 | 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 | Best enterprise solution with on-premise deployment options | 14-day free trial + free demo available | From $25/user/month (billed annually) | Website | |
4 | Best enterprise PPM tool for NPD and innovation | 14-day free trial | From $17/user/month | Website | |
5 | Best for scenario and financial planning | Free plan available (one user max) | From $7/user/month (billed annually) | Website | |
6 | Best for agency PPM and profitability tracking | 14-day free trial | From $9/month (billed annually) | Website | |
7 | Best with integrated CRM and resource planning tools | 14-day free trial | From $29/user/month (billed annually, min 5 seats) | Website | |
8 | Best for streamlining digital projects with automation features | Not available | Pricing upon request | Website | |
9 | Best enterprise PPM software with CRM functionality | 10-day free trial + free plan available | From $4/user/month (billed annually) | Website | |
10 | Best for quick PPM software adoption | 15-day free trial | From $599/month | Website |
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monday.com
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
CRM Creatio
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Wrike
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2
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 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.
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.
New Product Updates from Wrike
Wrike Unveils New Features: API Console and Dashboard
Wrike introduced updates including a modern API console, dashboard home screen feature, workflow views, mobile notification controls, timesheet approvals. More details: Wrike Blog.
Celoxis is a PPM tool designed to help businesses with project execution and resource allocation. Its platform integrates project management, financials, and reporting into a single, comprehensive solution, making it ideal for enterprise-level project oversight. It also has cloud and on-premise deployment options.
Why I picked Celoxis: As an enterprise PPM software, Celoxis excels with its comprehensive project planning and tracking tools. It offers features like interactive Gantt charts, cross-project dependencies, and critical path analysis, ensuring that large-scale projects remain on schedule. The platform’s ability to centralize financial management further enhances its value for enterprises, as it helps teams manage budgets, track expenses, and ensure financial alignment with organizational goals.
For enterprises managing multiple teams and departments, its resource allocation tools allow for better planning and capacity management. The platform also provides real-time insights into potential risks for proactive issue resolution and automated and configurable workflows help drive process consistency.
Celoxis Standout Features & Integrations
Features include reporting, variance tracking, proactive issue and change management, cross-project workload management, automated intake workflows, centralized request management, strategic demand evaluation, advanced resource scheduling, roadmap visualization, dependency management, and automated alerts and notifications.
Integrations include critical platforms like Jira, Salesforce, QuickBooks Online, Excel, Slack, and Google Apps. You can also build custom integrations using its available API.
Celoxis is one of the few tools that offer SaaS and on-premise deployment options.
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.
Ravetree is an all-in-one work management system. You can use it to manage not just your projects but your resources and client communications, making it a solid option for client-facing businesses and professional services providers.
Why I picked Ravetree: For companies managing multiple portfolios across various clients, this software can be a good choice for keeping various aspects of your work management centralized. It brings together project management, resource planning, and client management in a single platform.
The software's project management features offer comprehensive task management tools. This includes assigning tasks to specific team members and outlining tasks with specific action items and checklists. Notifications regarding upcoming tasks are sent to each team member, keeping everyone on track and aligned.
Built-in time tracking helps inform your resource planning in the future, and you can keep an eye on resource utilization with a timeline view. Meanwhile, a CRM stores all of your client contact data and client portals help you keep clients informed on project progress.
Ravetree Standout Features & Integrations
Features include Kanban boards, timeline and calendar views, repeating tasks, dependencies, request forms, client portals, CRM, resource planning, billing and invoicing, budget management, and file management.
Integrations include Box, Dropbox, Facebook, HubSpot, Instagram, Github, Google Drive, Gmail, OneDrive, Outlook, QuickBooks, and Stripe.
Paid plans start from $29 per user, per month, and a 7-day free trial is available.
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.
- ProjectManager
For real-time insights across your project portfolio
- 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
- 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.
- Smartsheet
No-code app builder and enhanced IT governance and administration
- Scoro
For project portfolio visibility
- 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.
Integration flexibility is often a critical differentiator uncovered during an enterprise work management comparison, especially when aligning your software ecosystem across departments.
Whether you're looking for high-level portfolio visibility or need built-in enterprise task management software features, the right tool should help you execute strategy through actionable work.
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.
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