20 Best Project Planning Tools To Streamline Delivery in 2024
10 Best Project Planning Tools Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Get free help from our project management software advisors to find your match.
Finding the right project planning tools can be vital for building a solid project plan and managing the resources to execute it effectively. However, the overwhelming number of available project planning tools can make the selection process more stressful and time-consuming, rather than simple and organized.
In this post, I draw on my experience as a project manager to survey the market for you. Through research and personal experience, I've shortlisted the best project planning tools available, including details about each tool's features and use cases to help you easily find the best software for you and your team.
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The Best Project Planning Tools Comparison Chart
Here’s a quick recap on everything we just discussed. Use it to see all the options side by side.
| Tools | Price | |
|---|---|---|
| monday.com | From $8/user/month (billed annually) | Website |
| Kantata | Pricing upon request | Website |
| Confluence | From $5/user/month (billed annually) | Website |
| Productive | From $9/month (billed annually) | Website |
| Resource Guru | From $4.16/user/month (billed annually) | Website |
| Hub Planner | From $7/user/month (billed annually) | Website |
| Scoro | From $26/user/month (billed annually) | Website |
| Quickbase | From $35/user/month (billed annually, min 20 users) | Website |
| Bonsai Agency Software | From $9/user/month (billed annually) | Website |
| Zoho Projects | From $4/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose Project Planning Tools
With so many different project planning solutions available, it can be challenging to make decisions on what project planning tool is going to be the best fit for your needs.
As you're shortlisting, trialing, and selecting project planning tools, consider the following:
- What problem are you trying to solve - Start by identifying the product planning software feature gap you're trying to fill to clarify the features and functionality the product planning tool needs to provide.
- Who will need to use it - To evaluate cost and requirements, consider who'll be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be the project management professionals, or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all, or speed for your product planning tool power users.
- What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM or HR software. You'll need to decide if the tools will need to integrate together, or alternatively, if you can replace multiple tools with one consolidated product planning tool.
- What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain, or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare product planning tool features until you’re blue in the face, but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
- How it would work within your organization - Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well, and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.
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Wrike
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
Hub Planner
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
Miro
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8
Best Project Planning Tool Reviews
Here’s a brief description of each of the project planning tools. If you get stuck, you can always get free advice on which software is best for you.
monday.com is a popular project management software that can easily handle basic and complicated projects. Users will find it easy to collaborate, keep track of progress, customize workflows, and analyze information within the platform.
With an emphasis on transparency and collaboration, monday.com is packed with features that let you do your tasks and work with others using the tools you love. View your data in various highly visual dashboard options, communicate easily within monday.com, and manage all your resources efficiently.
monday.com integrates with popular productivity tools such as Slack, Dropbox, Outlook, and so much more with the option to integrate without any code required.
monday.com costs from $6/user/month and comes with a free 14-day trial. They offer a free plan for up to 2 users.
Mavenlink is a robust resource management software with advanced project planning tools for execution, project accounting, and project analysis. For those going all out, you can leverage their business intelligence and team collaboration modules for a complete project management experience in a single operating environment.
On top of this, it offers a system of dashboards, live time and expense tracking features, and a great documenting system. Drilling down into its key features, the BI suite module supplies built-in reports, custom reporting, trend analysis, data visualization, as well as data integration with other systems.
The software also provides more accounting tools than many others, with project costing, project and task budget management, real-time utilization and margin tracking, invoicing, rate cards, and robust integrations into back-end financial systems. It also has some good contextual collaboration features to communicate in both provide and public discussions around tasks, projects, and many other project objects.
Mavenlink operates its own integration platform (called M-Bridge) that lets you connect to other business apps like CRM, HCM, and financial software. On top of the M-Bridge platform, Mavelink provides several pre-built integrations with these tools: Expensify, G Suite, Xero, Salesforce, Netsuite, Jira, Hubspot, Slack, Concur, Dynamics 365, Qualtrics, Quickbooks, and Sage Intacct.
Mavenlink costs from $39/user/month and offers a free trial and demo.
Confluence by Atlassian is a versatile collaboration tool designed to help teams work together more effectively. It functions as a shared workspace where users can create, share, and organize various types of content, such as documents, notes, and project plans. With its intuitive interface, Confluence is suitable for teams of all sizes and industries.
One of the standout features that make Confluence an excellent project planning tool is its extensive library of project planning templates. These templates provide a structured approach to project management, allowing teams to quickly set up project plans, timelines, and task lists. They cover various needs, from project charters to retrospective meetings.
Furthermore, Confluence offers a collaborative editing feature that allows multiple team members to work on the same document simultaneously, ensuring everyone is on the same page regarding plans. The ability to comment inline and tag teammates facilitates real-time feedback and collaboration. Confluence’s powerful search functionality also ensures that all necessary project information is easily accessible.
Key integrations include Jira, Trello, Slack, Microsoft Teams, Google Drive, Dropbox, Box, Salesforce, GitHub, Bitbucket, Asana, and Zoom.
Productive is an all-in-one agency management system designed to help project planning and management for agencies of all sizes. By consolidating various tools into a single platform, Productive simplifies resource planning, project tracking, budgeting, and reporting.
One of the standout features of Productive is its robust project planning capabilities. Users can create detailed project plans, set milestones, and assign tasks. The platform’s Gantt chart view allows for a visual representation of project timelines, making it easier to track progress and adjust schedules as needed. Additionally, Productive’s resource planning feature ensures that teams are optimally utilized.
Productive also excels in budgeting and financial management, which are crucial aspects of project planning. The platform allows users to set budgets for each project and track expenses in real time, providing a clear picture of financial health.
Key integrations include Jira, Slack, QuickBooks, Xero, Trello, Zapier, Google Drive, Sage, BambooHR, Gusto, and HubSpot.
Resource Guru is a resource management and scheduling platform designed to assist organizations in managing their teams, equipment, and other resources efficiently. It stands out for its rapid scheduling capabilities, which are particularly beneficial for dynamic teams that require swift and effective scaling of resources without compromising on speed or performance.
Resource Guru provides features like resource scheduling, leave management, and project forecasting reports. It enables fast scheduling and sends daily schedule emails to ensure all team members are informed. The software also allows for monitoring of resource utilization rates and has the ability to quickly assign people, equipment, and meeting rooms from a single resource pool.
One feature I'm particularly fond of is the waiting list feature, which helps keep workloads balanced and prevents resource over-allocation. This contributes to maintaining happier and more engaged teams.
The software's emphasis on simplicity and detail, as well as its capacity planning and project forecasting reports, make it an effective tool for managing resources in real time and ensuring project success.
Integrations include Basecamp, Google Calendar, Google Sheets, Gmail, Jira, Maintenance Care, Outlook, Slack, Teamwork, and Wrike. The platform also supports integrations through Zapier, for which you will need an additional subscription. Finally, it has an API you can use to connect your instance to other software in your tech stack.
Best for DPMs interested in resource allocation vs project budgets
Hub Planner is a robust resource planning software that provides you with the ability to efficiently manage and track all your ongoing projects in a centralized platform.
Hub Planner’s capacity management feature is designed to help you with the project planning process by providing you with information about your team’s current capacity, so you can assign tasks and other responsibilities accordingly. This approach should help you avoid unproductive bottlenecks and ensure that every team member is always working on tasks to their full potential.
Identifying who is over- or under-allocated is easy, thanks to its heatmap functionality that adds different colors to resources in specific allocation scenarios. The good news is that you can easily re-assign tasks using a drag-and-drop functionality.
Finally, its reporting module enables you to efficiently generate custom reports and meaningful insights based on different criteria. With detailed reporting and insights, you will be able to effectively track the impact of resources on project financials, identify opportunities for improvement, and make better decisions on how best to utilize your resources.
Scoro is an all-in-one work management platform with project planning tools designed to assist teams in managing their portfolio, tasks, workloads, and finances.
One of Scoro's biggest standout features is its ability to integrate project management with financial management, which allows for real-time tracking of project expenses, budgets, and invoices, linking all financial data directly with respective projects. Managers can generate detailed financial reports that offer insights into profitability, enabling them to make informed decisions when planning resources and future projects.
Furthermore, Scoro's customization options set it apart from other project planning tools. Users can tailor almost every aspect of their Scoro environment to fit their specific business processes and workflow requirements, from custom fields, dashboards, and workflows to specific user roles and access rights, which can facilitate a smoother project planning and management process.
Scoro integrates with PayPal, Expensify, Jira, Slack, Stripe, Google Calendar, Xero, Dropbox, QuickBooks, Sage Intacct, Asana, Microsoft Exchange, and more.
Pricing starts from $26/user/month with a 14-day free trial available.
QuickBase is a no-code platform designed to support dynamic work planning and management by enabling the creation, connection, and customization of applications tailored to various business needs. It stands out for its adaptability to the changing requirements of enterprises, offering a comprehensive suite of solutions for project and resource management, workflow automation, compliance, and more.
This platform makes for a solid project planning tool because of its capacity for handling complex project management needs with a high degree of flexibility and customization. What makes it different from other providers is its no-code platform that caters to various project types and industries, offering adaptability and real-time visibility that are crucial for dynamic work management.
Users can create, connect, and customize applications tailored to their business needs with this software. Its builder for crafting custom applications, integrations, and automations makes it easy to set up systems that help you manage your processes more efficiently. The platform also includes learning resources, training, and certification programs to support users in maximizing the utility of their applications.
Paid plans start from $35 per user, per month, and a 30-day free trial is available.
Best for planning agency projects, resources, and budget
Bonsai is an all-in-one business management platform ideal for agencies, consultancies, and professional services. The platform integrates client, project, and financial management for full visibility of core operations in one place.
When it comes to project planning, I like that Bonsai facilitates a range of functions. For example, the platform offers features for assigning tasks, setting capacity limits, and viewing your team's workload in a single dashboard. Its Kanban view is particularly useful for visualizing each project stage and who is assigned to what task.
Furthermore, since the platform offers financial management features, you can set budgets during your planning stages and use its robust reporting feature to evaluate profitability. These financial capabilities can also help you plan and forecast for future projects.
Bonsai integrates with a wide range of platforms, including ClickUp, Trello, Google Drive, Google Sheets, Xero, Zapier, Slack, QuickBooks Online, Gmail, Google Calendar, Calendly, HubSpot, and more.
Plans are paid on a user-per-month basis. Bonsai also offers a 7-day free trial.
Zoho Projects is an online project management solution that focuses on easy and effective planning, tracking, and collaboration. You can manage both simple and complex projects by splitting work items into milestones, tasklists, tasks and subtasks and viewing them as Kanban boards.
Zoho Projects lets you plan and schedule work with Gantt charts that have a drag and drop interface. You can set up baselines, compare multiple baselines, identify critical tasks, and create dependencies right from the Gantt chart. Zoho Projects comes with a workload allocation feature that lets you manage tasks and resources as well.
Your team can track project progress closely with numerous dashboards, charts and reports, communication tools, and collaborative documents. Zoho Projects also provides numerous features such as time tracking, budgeting, issue tracking, portfolio management, and automation capabilities.
Zoho Projects is great for scalability. You can start with their free plan and easily expand as you grow and need additional user spots or more advanced features. Even the uppermost plan is super affordable comparatively. You can also scale by integrating their other first-party platforms into your plan for sales, CRM, customer service, and so on.
Zoho Projects integrates with tools such as Google Drive, Google Calendar, Slack, Github, Bitbucket, and Dropbox. Access even more integrations through Zapier.
Zoho Projects costs from $4/user/month (billed annually) and offers a 10-day free trial. They have a free plan for up to 3 users.
Other Project Planning Tools
Here are a few more that didn’t make the top list. If you need additional suggestions for handy project planning tools, check these out.
Related Project Management Software Reviews
If you still haven't found what you're looking for here, check out these other related tools that we've tested and evaluated:
- Project Management Software
- Resource Management Software
- Workflow Automation Software
- Time Tracking Software
- Task Management Software
- Project Scheduling Software
Selection Criteria for Project Planning Tools
Selecting the right project planning tools requires a meticulous evaluation of functionalities that align with specific use cases critical to the buyer's needs. Through personal trials and extensive research, I've identified key criteria that I believe are essential when choosing project planning tools. These criteria are tailored to enhance the organization, scheduling, and management of tasks, resources, and timelines effectively, and are weighted to reflect their importance to my overall evaluation.
Core Project Planning Tool Functionality (25% of total weighting score): To be considered for inclusion on my list of the best project planning tools, the solution had to support the ability to fulfill common use cases, including:
- Task and project tracking to ensure progress is measurable and visible
- Resource management to optimize the allocation and utilization of resources
- Collaboration features for seamless communication among team members
- Integration with other tools to streamline workflows and data exchange
- Reporting and analytics for informed decision-making and project insights
Additional Standout Features (25% of total weighting score): In a crowded marketplace, additional standout features distinguish superior project planning tools from average ones. This criterion assesses the presence of innovative and unique functionalities that enhance project planning beyond the basics, such as:
- Tools that offer unique functionalities, such as AI-driven analytics for project forecasting
- Innovative collaboration tools, like real-time document editing and in-app messaging, which enhance team synergy
- Advanced resource allocation features, including skill-based assignments and conflict resolution
- Customizable dashboards and reports that provide insights tailored to specific project or organizational needs
- Automation of routine tasks, freeing up team members to focus on more strategic activities
Usability (10% of total weighting score): Usability directly impacts the adoption and effectiveness of a project planning tool within an organization. This evaluation focuses on the tool's user interface, ease of navigation, and the overall user experience, ensuring that the tool is accessible to users of all skill levels. For this assessment, I look for:
- Intuitive design that requires minimal training for new users
- Drag-and-drop interfaces for scheduling and task management, enhancing ease of use
- Clear, concise, and customizable dashboard views that provide immediate access to critical project information
- Mobile compatibility, ensuring accessibility and functionality across various devices
Onboarding (10% of total weighting score): A smooth onboarding process is crucial for quick adoption and realization of the tool's value. This criterion examines the availability and quality of training resources, templates, and support mechanisms that facilitate easy integration of the tool into daily project management activities. This section of the evaluation assesses:
- Comprehensive training materials, such as videos, webinars, and tutorials, that cater to users with different levels of expertise
- Pre-designed templates that accelerate the project setup process
- Interactive product tours and chatbots that offer immediate assistance during the learning phase
- Community forums or support groups that enable users to share tips and best practices
Customer Support (10% of total weighting score): Effective customer support is vital for resolving issues and ensuring continuous productivity. This evaluation looks at the responsiveness, availability, and helpfulness of the support team, as well as the depth of self-help resources provided by the tool. I consider:
- Responsive support teams available through multiple channels, including live chat, email, and phone
- In-depth knowledge bases that provide answers to frequently asked questions and guides for troubleshooting
- Regular updates and maintenance, ensuring the tool remains compatible with evolving project needs
Value For Money (10% of total weighting score): Value for money assesses whether the tool's pricing is commensurate with its features, capabilities, and the benefits it brings to an organization. This criterion evaluates pricing transparency, flexibility, and the overall return on investment offered by the tool. I evaluate:
- Pricing models that offer flexibility based on the size of the team, project complexity, and required features
- Free trials or demo versions that allow users to assess the tool's suitability before committing financially
- Transparent pricing without hidden fees, ensuring businesses can budget effectively for their project management needs
Customer Reviews (10% of total weighting score): Customer reviews offer invaluable insights into a tool's performance in real-world scenarios. This evaluation considers user feedback on various aspects of the tool, including functionality, usability, and customer support, to gauge overall satisfaction and effectiveness. It also looks for:
- High satisfaction rates indicating that the tool meets or exceeds user expectations
- Positive feedback on specific features, usability, and customer support
- Case studies or success stories that highlight the tool's impact on project outcomes and organizational efficiency
By referencing these criteria, potential buyers can make informed decisions that align with their specific project management needs, ensuring they select a project planning tool that both addresses their immediate problems and supports their long-term success.
Trends In Project Planning Tools For 2024
In 2024, project planning tools are adapting in response to shifting priorities in project management, placing emphasis on efficiency, collaboration, and adaptability. Below are several key trends I have observed in project planning tools, each pointing towards the broader goals of facilitating better organization, scheduling, and management of tasks, resources, and timelines.
- Emphasis on Security and Compliance: With increasing concerns about data privacy and security, there's a significant uptrend in features designed to enhance the security posture of project planning tools. This includes advanced encryption, role-based access control, and compliance with global standards such as GDPR. Tools are prioritizing the protection of project data and user information, reflecting the critical nature of security in today’s digital project management environment.
- Sustainability and Eco-Friendly Features: An emerging trend is the integration of features that help project teams consider the environmental impact of their projects. This includes carbon footprint calculators and sustainability reporting tools. Such features are becoming more sought after, indicating a shift towards more socially responsible project management practices.
- Increased Use of Natural Language Processing (NLP): Tools are beginning to leverage NLP for more intuitive user interactions, such as chatbots for task management or voice commands for navigating planner software. This trend highlights the industry’s move towards making project planning tools more accessible and easier to use, reducing the learning curve for new users.
- Augmented Reality (AR) for Project Visualization: Following VR's footsteps, AR is starting to make its mark in project planning tools, offering real-world overlays for project plans and site work. This trend points towards a future where project planning and real-world execution are more tightly integrated, allowing for enhanced visualization and understanding of projects before physical work begins.
- Focus on Mental Health and Wellbeing: Recognizing the stress and burnout associated with project management, some tools are introducing features aimed at promoting mental health and wellbeing. This includes reminders to take breaks, integration with wellness apps, and analytics to identify overwork patterns among team members. This trend signifies a holistic approach to project management, where the wellbeing of the team is considered alongside project outcomes.
These trends illustrate the evolving landscape of project planning tools, driven by the need for more collaborative, integrated, and flexible solutions. As technology advances, so too do the expectations and requirements of project management professionals, guiding the development of tools that are not only responsive to current needs but also anticipate future challenges in project management.
What are Project Planning Tools?
Project planning tools are software that assist in organizing, managing, and executing various aspects of a project. These tools provide a framework for mapping out tasks, timelines, resources, and dependencies, enabling project managers and teams to visualize the entire project scope efficiently. They facilitate tracking progress, identifying potential bottlenecks, and adjusting plans as needed.
With features such as task assignments, deadline reminders, and collaborative workspaces, these tools help ensure that all team members are aligned and informed. By streamlining communication and providing a central hub for project information, project planning tools are essential for keeping projects on track, within budget, and completed on time.
Features of Project Planning Tools
Project planning tools are essential for the streamlined execution of projects, ensuring that tasks are completed on time, resources are allocated efficiently, and project goals are met within the set timelines. The right tool can significantly impact the success of a project by providing the necessary framework for project managers and teams to stay organized and focused. Here, I highlight the ten most important features to look for when selecting the right project planning tool for your needs.
1. Task Management: This feature allows for the creation, assignment, and tracking of tasks. Task management is crucial, as it helps in breaking down the project into manageable units, making it easier to monitor progress and ensure that every component is addressed.
2. Resource Allocation: This enables the assignment of resources to specific tasks. Effective resource management and workload capacity planning ensures that each task has the necessary personnel and materials, optimizing productivity and preventing resource overuse or underutilization.
3. Multiple project views: This feature offers various ways to oversee your projects, tasks, and milestones, like Gantt charts, Kanban boards, calendar views, table views, and list views, ensuring that users can view and organize their project timelines in a way that makes the most sense to them.
4. Collaboration Tools: These facilitate communication and cooperation among team members. Team collaboration tools are essential for ensuring all team members can easily share information, updates, and feedback, thus enhancing teamwork and project coherence.
5. Time Tracking: This feature records the amount of time spent on tasks. Time tracking is important for monitoring productivity, estimating task durations more accurately, and managing the project schedule effectively.
6. Budget Management: Budget management tools help track project expenses and compare them against the allocated budget. This feature is crucial for ensuring the project remains financially viable, allowing for immediate corrective action if budget overruns are detected.
7. Reporting and Analytics: This offers insights into the project's performance through data analysis. Reporting and analytics are essential for identifying trends, forecasting potential issues, leveraging people data, and making informed decisions based on the project's current status.
8. Document Sharing and Management: This facilitates the centralized storage, sharing, and management of project documents. Efficient document management ensures that all team members have access to the necessary information and documentation, streamlining communication and reducing errors.
9. Risk Management: Risk management tools help identify, assess, and mitigate potential risks to the project. This feature is important for proactive planning, allowing teams to address potential issues before they impact the project adversely.
10. Integration Capabilities: The ability to integrate with other tools and software. Integration capabilities are essential for ensuring the project planning tool works seamlessly with other systems, enhancing functionality and reducing the need for multiple, disjointed tools.
Choosing the right project planning tool, equipped with these features, can empower project managers and their teams to tackle complex projects with greater confidence and efficiency. Ultimately, the aim is to streamline project delivery, reduce overheads, and achieve the set objectives with precision, making the selection of a project planning tool with these features a critical decision for any project manager.
Benefits of Project Planning Tools
Project planning tools offer a plethora of benefits that streamline processes, foster collaboration, and ensure the successful completion of projects within budget and time constraints. For potential buyers of project plan software, understanding these benefits is crucial in making an informed decision that aligns with their project management needs. Here are five primary benefits of project planning tools:
1. Enhanced Collaboration: Project planning tools centralize communication, making it easier for teams to work together. This benefit leads to improved coordination among team members, regardless of their location, ensuring that everyone is on the same page and significantly reducing misunderstandings and delays.
2. Improved Time Management: With features like Gantt charts and time tracking, these tools provide a clear overview of project timelines and individual responsibilities. Improved time management means projects are more likely to be completed on schedule, allowing businesses to meet their deadlines and avoid the costs associated with delays.
3. Increased Productivity: By automating routine tasks and organizing project information, project planning tools free up team members to focus on more critical aspects of their work. Increased productivity results from the efficient allocation of resources and tasks, leading to quicker project turnaround times and higher quality outcomes.
4. Better Resource Allocation: These tools offer visibility into all aspects of project management, including resource allocation. Better resource allocation ensures that every project component has the necessary tools and personnel, maximizing the use of available resources and minimizing wastage.
5. Enhanced Decision Making: With built-in reporting and analytics, project planning tools provide valuable insights into project performance. Enhanced decision making is facilitated by real-time data, allowing managers to make informed adjustments to project plans, resource allocation, and timelines to ensure project success.
Tools for project planning are more than just software; they are a catalyst for transforming the way projects are managed. For individuals and organizations, selecting a project planning tool that offers these benefits can be a game-changer, paving the way for successful project outcomes and organizational growth.
Costs & Pricing for Project Planning Tools
Project planning tools can vary widely in functionality, scalability, and—most importantly for many users—price. These tools are designed to cater to a range of needs, from small projects requiring basic task management, to complex initiatives that demand extensive resource planning and collaboration features. However, most plans generally fall into similar categories.
Moreover, while it might seem that the only relevant prices are those attached to your chosen plans software, it's also a good idea to understand pricing trends across the market. This can help ensure that you don't pay for features you don't need or overpay for common features.
To help you make an informed decision, we've broken down the typical plan options and pricing for project planning software:
Plan Comparison Table for Project Planning Tools
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free | $0 | Basic task management, Limited users, Limited projects, Basic collaboration tools |
| Entry-Level | $5-10 per user/month | Enhanced task management, More users, Unlimited projects, Integration capabilities, Basic reporting |
| Mid-Range | $10-25 per user/month | All Entry-Level features, Advanced reporting, Resource management, Increased storage, Enhanced security |
| Premium | $25-50 per user/month | All Mid-Range features, Customizable dashboards, Advanced integration options, Priority support |
| Enterprise | Custom Pricing | All Premium features, Unlimited users and projects, Personalized onboarding, Advanced security features |
When considering which plan to choose, it is important to evaluate the specific needs of your teams and projects against the features and limitations of each plan. It is often a good idea to start out with a free plan, which is generally suitable for those just starting out or managing very small teams, and scale up your plan as necessary.
Moreover, when initially choosing a plan, it's important to consider both your immediate needs and potential future requirements to ensure that website planning tool can scale with your project.
Common stages where your company may want to upgrade their pricing plan include:
- Increased Project Volume: When the company begins managing a larger number of projects simultaneously, the current pricing tier might not support the higher volume efficiently.
- Need for Advanced Features: As the complexity and scope of projects increase, the company might require advanced features such as risk management, dependency tracking, and advanced scheduling options.
- Team Collaboration and Communication: When collaboration and communication needs grow due to larger or more dispersed teams, a higher pricing tier is often the best choice for enhanced collaboration tools.
- Resource Management Requirements: As the company scales, managing resources (both human and material) becomes more critical. Higher pricing tiers usually offer more sophisticated resource management features.
- Enhanced Security and Compliance: For companies handling sensitive data or working in regulated industries, upgrading to a higher pricing tier can provide enhanced security features and compliance tools.
Finding the right balance of functionality and cost can be difficult, but putting in the work to do so will help ensure your project planning tool supports your objectives without unnecessary expenditure.
Project Planning Tools Frequently Asked Questions
Find answers to common questions other people ask about this topic.
What is project planning?
Project planning is the second phase of the project life cycle and the one where you define all the work to be done and create the roadmap that you will follow for the remainder of the project.
This phase is critical to the success of the project because you will think about the tasks to be done, if you have the right resources to finish it on time, and if the budget will allow it. When project planning, expect to create a:
- Project plan
- Resource plan
- Financial plan
- Communication plan
Then, depending on the project, you might need other deliverables like a procurement plan and risk assessment.
What is project planning software used for?
Project planning software is used to define and prioritize tasks, track progress, and help streamline the work needed to deliver a project on time.
Additionally, thanks to the flexibility provided by scheduling software, it can be used to:
- Schedule a series of tasks in a Gantt chart that follow a chronological order
- Handle projects that require simultaneous execution of tasks
- Schedule a series of sprints in agile projects
What are some helpful project management organizational tools?
There are a ton of tools out there that can be used for project planning, from project management apps and software to more analog solutions. In fact, some of the best project management tools come in the form of a pen and paper. Here are a few organizational tools that can support your project planning:
- Templates: Creating project templates to help you outline different types of projects or specific tasks can be a huge time-saver. You won’t have to start from scratch every time you’re planning a new project, and you can easily use them for recurring tasks.
- Automation: Whether it’s using a workflow management software or setting up smart notifications, automation can be a big help in project execution. It can help your team stay up to date on project progress and move things along more smoothly.
- Checklists: These come in handy for breaking down tasks into specific subtasks as well as creating a daily to-do list for team members. Checklists are an excellent way to track projects and ensure important steps don’t get missed.
- Risk management plans: It’s important to know how your team will mitigate risks and issues before they arise. In software development and small business management alike, navigating uncertain territory is easier when you have a plan in place.
How do I measure the ROI of a product planning tool?
Adding a product planning tool to your tech stack means investing in software that will make your project team more productive. Having a place where people can collaborate in real time, exchange messages, and follow the progress of tasks and projects translates into better deliveries.
However, to make sure the investment is worth it, consider the following steps to calculate ROI:
- Calculate the total cost of acquiring and implementing the project planning software, including any licensing fees, hardware or infrastructure costs, and employee training expenses.
- Determine the net gain from the investment, which can include cost savings, increased revenue, or any other financial benefits directly attributed to the software. Subtract the total cost of the investment from this net gain.
- Divide the result by the cost of the investment, and multiply by 100 to express the ROI as a percentage.
How can I test out a new project planning tool?
To test out a new project planning tool, follow these steps to ensure it fits your team’s needs:
- Sign Up: Start by signing up for the project management planning tool via its website. Many online planning tools offer free trials, allowing you to explore features before committing.
- Onboarding: Most IT planning tools provide onboarding guides or tutorials. Utilize these to familiarize yourself with the interface and key features of the planning software solution.
- Create Projects and Tasks: Set up a high-level project plan by creating a project and breaking it into tasks. Then, test the project planning board to manage your work visually.
- Evaluate Unique Features: Note any unique features such as time tracking and AI-powered tools, which are often integrated into project management planning tools. If you’re testing for a solution to execute a software development project plan, ensure the tool handles milestones and task dependencies effectively.
By following these steps, you’ll be able to see how the project plan tool aligns with your specific projects planning needs.
What are some common challenges in project planning?
Effective project planning is crucial for the success of any project, yet it often comes with its own set of challenges. Here are some common issues encountered during the planning phase:
- Signup and Onboarding: Many project planning tools require a detailed signup process. Consequently, ensuring that team members are effectively onboarded can be time-consuming, which may delay project initiation.
- Creating Projects and Tasks: Setting up a clear software project plan is essential, but miscommunication can lead to poorly defined tasks. This can cause confusion and hinder progress in planning projects.
- Evaluation of Unique Features: Different planner tools offer various features like time tracking and AI capabilities. Determining which features best fit the needs of the project can be challenging, particularly when comparing multiple software planning options.
- Integration with Existing Systems: New planning software tools need to integrate seamlessly with existing systems. This can be a hurdle in IT project planning, as compatibility issues can disrupt workflows.
- Resource Allocation: Effectively utilizing resources is critical to project success. Without proper equipment planning software, teams may struggle to allocate resources efficiently, impacting the overall timeline.
- Adaptability to Change: Projects often evolve, requiring adjustments to the initial software development plan. Ensuring that your plan tools can adapt to changes is vital for ongoing success.
What are some criteria for evaluating free project planning software?
When selecting free project planning software, it’s essential to consider various criteria to ensure it meets your team’s needs. Here are some key factors to evaluate:
- Signup Process: A straightforward signup process is critical to starting things off on the right foot. Look for the best planning tools that offer easy registration without excessive requirements.
- Onboarding Experience: Effective onboarding helps teams quickly adapt to new technology. Evaluate how user-friendly the planning software solution is and whether it provides tutorials or support for new users.
- Creating Projects and Tasks: Assess how easily you can create and manage projects. The software should facilitate simple project planning and allow for efficient task assignment within your IT project plan.
- Unique Features: Consider features like time tracking and AI capabilities. These can enhance productivity and are essential for teams that require detailed analytics on project progress.
- Collaboration Tools: Check if the team planning tools encourage collaboration among team members, such as shared calendars or communication channels.
- Integration Options: The ability to integrate with existing systems is vital to successfully implementing a new planning software project. Look for site planning software that can connect seamlessly with other tools you use.
- Customization: Evaluate whether the software allows for customization to fit specific project needs, making it more adaptable for diverse plan projects.
- User Feedback and Support: Research user reviews and assess the level of community or official support available, which can be crucial for troubleshooting and maximizing the software’s potential.
Security and Data Privacy within Project Planning Tools
Data security and privacy are of great importance in software project planning tools. They often contain sensitive and confidential information about the organization, its employees, clients, and projects.
Therefore, improper security measures mean this data can be vulnerable to unauthorized access, theft, or breaches, potentially leading to significant financial and reputational damage.
Here are some of the security features you can expect to see:
- Compliance with European standards: With GDPR came a revolution in how SaaS companies handle data privacy for their customers. The common theme is for these companies to work with the hosting services of massive companies, like Amazon, and have servers in different parts of the world.
- Data encryption: Data encryption to keep your information hidden from 3rd parties. This encryption is normally in transit and at rest. This means your information is protected while being sent or simply stored.
- Security certifications: Expect the vendor to be certified in ISO 27001, SOC2 Type I, Type II, CSA STAR, and similar.
Some vendors will be more transparent than others when displaying their security and data privacy information, but they all have it. If you cannot see that right away, ask for clarification during your demo call.
Other Project Management Software
Not looking for project planning tools? Check out our other lists of top project management software and other tools:
What's Next?
Planning is not only about having the right tool. Learn how to use project milestones to guide your team through their work. Also, you should read our guide to project budgets. Especially if you don't have a natural inclination for numbers.
Finally, if you want to get better at project planning, you may learn a trick or two by subscribing to our Insider Membership newsletter. It will be delivered to your inbox every week.