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features
design
support

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Description

Bring your teams together using effective work management software. Accelerate the growth of your projects with a user-friendly platform that is easy to grasp. Collaborate seamlessly across various teams to speed up the execution of your projects. Enhance project results through comprehensive portfolio governance and oversight, ensuring more successful outcomes. Empower project teams to increase productivity through enhanced collaboration and efficient document sharing. Standardizing and automating workflows allows for consistency and repeatable success in project management. Effectively identify, plan, track, and monitor initiatives as you scale your Project Management Office (PMO). Facilitate clear communication among team members regarding projects, allowing for status updates to be shared directly or via email. Streamline the consolidation of documents and project artifacts for easier access and reference. Additionally, visualize resources across the entire portfolio while adeptly balancing capacity with demand to optimize resource allocation. This holistic approach ensures that your team can operate effectively and achieve their goals with greater efficiency.

Description

Customizable PPM software offers features like card walls, kanban boards, agile methodologies, waterfall processes, and collaborative task lists while integrating seamlessly with ITSM/ESM systems. It is essential to have PPM software that provides a comprehensive view of all projects within a portfolio, as this enables stakeholders to monitor progress and ensure alignment with the organization's strategic objectives. By adopting a portfolio management approach instead of focusing on individual projects, teams can gain better insights into overall performance and interdependencies. Flexibility in project tracking is crucial to accommodate the diverse complexities of various project types. With Project Portfolio Management (PPM) software, users can develop project plans, utilize tracking tools, and access interactive dashboards to enhance visibility. Coordination among teams can often prove challenging, particularly with many individuals working remotely; thus, having intuitive dashboards, simplified time tracking, and consistent status updates fosters accountability and keeps everyone informed. Resource management is made easier with convenient drag-and-drop functionalities, enabling efficient allocation and adjustment of resources as needed. Furthermore, the ability to manage multiple baselines, monitor variances, and track key performance indicators (KPIs) is vital for ensuring that projects remain on target and meet their objectives effectively. In essence, a robust PPM solution not only streamlines project management but also enhances collaboration across the board, ensuring that all team members are aligned toward shared goals.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Docusign No 
GitHub No 
Google Drive No 
Microsoft Entra ID No 
Microsoft Excel No 
Microsoft Teams No 
SAP Cloud Platform No 
SQL Server No 
Salesforce No 
Slack No 
TeamDynamix ESM No 
TeamDynamix ITSM No 

Integrations

Docusign Yes 
GitHub Yes 
Google Drive Yes 
Microsoft Entra ID Yes 
Microsoft Excel Yes 
Microsoft Teams Yes 
SAP Cloud Platform Yes 
SQL Server Yes 
Salesforce Yes 
Slack Yes 
TeamDynamix ESM Yes 
TeamDynamix ITSM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

www.uplandsoftware.com

Vendor Details

Company Name

TeamDynamix

Founded

2001

Country

United States

Website

www.teamdynamix.com/project-portfolio-management/

Product Features

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Portfolio Management

Budget Management Yes 
Collaboration Yes 
Dashboard Yes 
Issue Management Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking Yes 

Work Management

Access Roles / Permissions No 
CRM No 
Calendar Management No 
Collaboration Tools No 
File Storage / File Sharing No 
Kanban No 
Messaging / Discussion No 
Performance Metrics No 
Project Management No 
Reporting / Analytics No 
Resource Management No 
Strategic Planning No 
Task Management No 
Time Tracking No 
Version Control No 
Workflow Management No 

Product Features

Kanban

Collaboration Tools No 
Dependency Tracking No 
KPI Monitoring No 
Milestone Tracking No 
Multi-Board No 
Prioritization No 
Project Planning No 
Roadmapping No 
Supports Scrum No 
Task Management No 
Time Tracking No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard No 
Issue Management No 
Milestone Tracking No 
Portfolio Management No 
Project Planning No 
Requirements Management No 
Resource Management No 
Status Tracking No 
Task Management No 
Time & Expense Tracking No 

Alternatives

Alternatives