Project Management by Team · Researched comparison

Best Project Portfolio Management Software

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The short answer

Smartsheet is our top pick for most teams because its grid and card views, portfolio dashboards, and cross-project reports make it easy to see status, dates, and workload across many projects at once. It suits teams that want a familiar spreadsheet shape with stronger reporting, and its trial lets a team test the layout before committing to a plan.

On this page

Key takeaways

  • Smartsheet leads for portfolio reporting because its grids, dashboards, and cross-project reports suit teams that manage many projects at once.
  • monday.com, ClickUp, and Wrike give strong portfolio views from $9 to $9.80 per user or seat each month when billed annually, with free plans for small teams.
  • Asana and Jira reserve portfolios and advanced roadmaps for higher plans, so check the plan level before you choose.
  • Kantata and Scoro suit services teams that need resource planning tied to project finances, with Scoro from $19.90 per user each month and Kantata on quote only.
  • Airtable and Teamwork suit teams that want flexible views or client work tracking, with Teamwork from $9.99 per user each month when billed annually.

Comparison

Use this decision table to match portfolio size to a starting point. Costs show 10 users for one month at the starting price listed above, before taxes and add-ons.

How these compare
ToolBest forPrice rangeFree plan
monday.comVisual portfolio boards for mixed teams$9 per seat/month (billed annually)Yes
SmartsheetSpreadsheet style portfolio reporting$9 per member/month (billed annually)Free trial (30 days)
WrikeStructured projects with approvals$9.80 per user/month (billed annually)Yes
AsanaCross-team task and goal tracking$10.99 per user/month (billed annually)Yes
ClickUpMany views in one workspace$9 per user/month (billed annually)Yes
JiraSoftware teams and release roadmaps$9.70 per user/month (Standard, billed monthly for 1-100 users)Yes
ScoroServices firms that bill by project$19.90 per user/monthFree trial
KantataProfessional services portfoliosquote onlyNo
AirtableFlexible bases and portfolio views$20 per user/month (billed annually)Yes
TeamworkClient work and project templates$9.99 per user/month (billed annually)Yes
Projects at onceSuggested starting pointCost for 10 users per month
1 to 5 projectsClickUp or Teamwork$90 to $99.90
6 to 15 projectsmonday.com or Wrike$90 to $98
16 to 30 projectsSmartsheet or Asana$90 to $109.90
31 to 50 projectsJira or Airtable$97 to $200
More than 50 projectsScoro or Kantata$199 for Scoro, quote only for Kantata

How we choose

We reviewed vendor pricing pages, product docs, and feature pages for each tool in this guide, and we compared the portfolio features each vendor lists for its plans. We checked starting prices, free plan limits, and which plan level holds portfolios, advanced roadmaps, and resource views. We also compared view types, reporting, templates, and time tracking, since those shape how a team tracks many projects at once. We did not claim hands-on testing, and we did not use scores or ratings. Prices come from the vendor pricing pages listed in Sources.

Our full method

The shortlist

★ Best overall

monday.com

Best for Visual portfolio boards for mixed teams

  • Visual boards and portfolio dashboards
  • wide template library
Price$9 per seat/month (billed annually)
See monday.com pricing

monday.com gives teams a visual way to track many projects in one place. Boards can hold tasks, dates, owners, and status columns, and dashboards pull those boards into portfolio views that show progress, risk, and workload. A manager can filter by team, client, or due date, and can spot a project that needs help without opening each board one by one.

The tool suits teams that want a clear picture without a steep learning curve. Automations can move items, send reminders, and update status when a date changes, which cuts manual checks. The free plan works for up to 2 seats, so a very small team can test the layout, while larger teams need a plan with at least 3 seats.

Price: $9 per seat/month (billed annually)

Free plan: Yes

Website: monday.com

Watch out for

  • 3-seat minimum on plans
  • free plan limited to 2 seats
2

Smartsheet

Best for Spreadsheet style portfolio reporting
$9 per member/month (billed annually)

Smartsheet suits teams that already think in rows and columns and want that shape applied to a full portfolio. Sheets can track tasks, dates, budgets, and owners, while reports pull rows from many sheets into one view. Dashboards add charts, status counts, and links to key sheets, so a leader can review a whole portfolio on one screen.

The reporting strength is the main reason it leads this guide. A team can build a report that shows only at-risk projects, only work due this week, or only tasks owned by one department. Forms collect requests, approvals route work, and automations update dates and alerts. The 30-day trial gives a team time to test sheets, reports, and dashboards before choosing a plan.

Price: $9 per member/month (billed annually)

Free plan: Free trial (30 days)

Website: smartsheet.com

What we like

  • Spreadsheet style views that many teams already know
  • strong reporting across projects

Watch out for

  • no free plan
  • Pro plan caps at 10 editors
3

Wrike

Best for Structured projects with approvals
$9.80 per user/month (billed annually)

Wrike gives teams a structured way to plan, run, and review many projects at once. Folders and projects hold tasks with dates, owners, and dependencies, while table, board, Gantt, and calendar views show the same work in different shapes. Request forms bring new work into the system with the details a team needs, and approval flows route drafts and documents to the right reviewer.

The tool works well for teams that need control over intake and review. A marketing, operations, or product team can set up a standard workflow, then reuse it across projects. Dashboards show status, workload, and overdue work, while reports can group results by project, team, or client. Teams that need resource management and portfolio reporting need a plan above Team, so check that level before you commit.

Price: $9.80 per user/month (billed annually)

Free plan: Yes

Website: wrike.com

What we like

  • Detailed project views and time tracking
  • strong request forms and approvals

Watch out for

  • Team plan lacks resource management and portfolio reporting
  • interface takes time to learn
4

Asana

Best for Cross-team task and goal tracking
$10.99 per user/month (billed annually)

Asana helps teams turn goals into tasks and track those tasks across many projects. List, board, timeline, and calendar views show work by owner and due date, while project templates give a repeatable start for common work. Goals link projects to wider aims, so a team can see how daily tasks connect to a quarterly target.

Portfolios are the key feature for this guide, and they need the Advanced plan. In a portfolio, a manager can see health, progress, and dates for a set of projects in one list, then open any project that needs attention. Workload views show who has too much work and who has room, which helps a lead rebalance tasks before a deadline slips.

Price: $10.99 per user/month (billed annually)

Free plan: Yes

Website: asana.com

What we like

  • Clear task lists and timelines for cross-team work
  • Goals link work to company aims

Watch out for

  • portfolios need the Advanced plan
  • reporting limits on lower plans
5

ClickUp

Best for Many views in one workspace
$9 per user/month (billed annually)

ClickUp packs many views into one workspace, which suits teams that run several projects with different needs. List, board, calendar, Gantt, and table views show the same tasks in different shapes, and custom fields add budget, priority, or client data to each task. Docs, goals, and dashboards sit beside tasks, so a team can keep plans, notes, and status in one place. Automations can assign work, change status, and send alerts when dates move.

The free plan is generous for a small team, with room to test views and basic reporting before choosing a plan. Portfolio style dashboards and more advanced views need the Business plan, so a team that wants a full portfolio picture should check that level. New users may need time to learn the many settings, so a team should agree on a simple setup first.

Price: $9 per user/month (billed annually)

Free plan: Yes

Website: clickup.com

What we like

  • Many views in one workspace
  • generous free plan for small teams

Watch out for

  • advanced portfolio views need the Business plan
  • many settings can feel busy for new users
6

Jira

Best for Software teams and release roadmaps
$9.70 per user/month (Standard, billed monthly for 1-100 users)

Jira is built for software teams that track issues, sprints, and releases across many projects. Boards show work by status, backlogs hold future work, and sprints group tasks into short cycles with clear dates. Roadmaps link epics and issues to release dates, so a product lead can see what ships next and what still needs work. Filters and reports show open issues, cycle time, and workload by person or team.

For portfolio use, Jira works best when teams already live in Atlassian tools. Confluence pages can hold plans and notes, while Jira issues carry the tasks. Advanced roadmaps, which give a cross-project view with dependencies and capacity, need the Premium plan. The free plan suits a small team that wants to test boards and backlogs.

Price: $9.70 per user/month (Standard, billed monthly for 1-100 users)

Free plan: Yes

Website: atlassian.com

What we like

  • Strong issue tracking for software teams
  • roadmaps link work to releases

Watch out for

  • advanced roadmaps need the Premium plan
  • setup can be heavy for non-software teams
7

Scoro

Best for Services firms that bill by project
$19.90 per user/month

Scoro suits services firms that need to link sales, delivery, and billing in one system. Quotes turn into projects, projects hold tasks and budgets, and time entries feed invoices and reports. A manager can see project profit, billable hours, and team utilization in one place, which helps a firm decide which clients and project types earn the most. Dashboards show pipeline, workload, and cash flow beside project status.

The portfolio view in Scoro is tied to money as much as to dates. A lead can compare projects by budget used, hours left, and margin, then shift staff to the work that needs it most. That focus suits agencies, consultancies, and other firms that sell time. A free trial lets a team test quotes, projects, and reports before talking to sales.

Price: $19.90 per user/month

Free plan: Free trial

Website: scoro.com

What we like

  • Quotes, projects, and billing in one place
  • detailed utilization reports

Watch out for

  • 5-user minimum on plans
  • higher starting price than most rivals here
8

Kantata

Best for Professional services portfolios
quote only

Kantata is built for professional services firms that manage many client projects at once. It links project plans to staffing, budgets, and revenue, so a leader can see which projects need people, which have room, and which risk going over budget. Resource views show availability by role and skill, while project views show dates, milestones, and financial health. That mix suits firms where people are the main cost and the main limit on growth.

The tool also covers the full project life cycle, from sales pipeline to delivery and billing. A firm can track a deal, staff the work, log time, and report on margin without moving data between systems. Buying is sales-led, with no published starting price and no free plan, so a team needs to request a quote and a demo.

Price: quote only

Free plan: No

Website: kantata.com

What we like

  • Built for professional services firms
  • resource planning tied to project finances

Watch out for

  • no published pricing, quote only
  • sales-led buying process with no self-serve trial
9

Airtable

Best for Flexible bases and portfolio views
$20 per user/month (billed annually)

Airtable lets a team build a portfolio tracker that fits its own shape. Bases hold tables for projects, tasks, clients, and budgets, with links between tables that show how work connects. Grid, kanban, gallery, timeline, and Gantt views show the same data in different forms, and interfaces can give each role a focused screen. Automations can send alerts, update records, and create tasks when a field changes.

The flexibility is the main draw, and also the main risk. A team can build a clean portfolio base in a day, or it can build a complex base that only one person understands. A simple start works best, with one table for projects, one for tasks, and one for people, then views and reports added as the team learns what it needs. The Team plan caps records per base and limits automations, so larger portfolios need to check those limits.

Price: $20 per user/month (billed annually)

Free plan: Yes

Website: airtable.com

What we like

  • Flexible bases that fit many portfolio shapes
  • strong views and interfaces

Watch out for

  • Team plan caps records per base and limits automations
  • costs rise fast as seats grow
10

Teamwork

Best for Client work and project templates
$9.99 per user/month (billed annually)

Teamwork suits teams that run client work and need a clear, repeatable setup. Project templates hold tasks, milestones, and files, so a new client project starts from a known shape. Task lists, boards, and Gantt views show work by owner and date, while time tracking inside tasks feeds reports on hours and budget. Client users can see status and files without seeing internal detail, which helps agencies keep clients in the loop.

The portfolio view groups projects by client, team, or status, and shows health and progress at a glance. A manager can spot a project that is over budget or behind date, then open it to see tasks and time. The free plan caps at 5 projects and 5 users, so it suits a very small team or a short test. Advanced portfolio reports need a higher plan, so check that level if reporting is a core need.

Price: $9.99 per user/month (billed annually)

Free plan: Yes

Website: teamwork.com

What we like

  • Clear project templates and client work tracking
  • time tracking built in

Watch out for

  • free plan caps at 5 projects and 5 users
  • advanced portfolio reports need higher plans

What to check before you buy

Check which plan holds the portfolio view you need. Several tools in this guide reserve portfolios, advanced roadmaps, or resource reports for a higher plan, so a low starting price may not buy the feature that matters most. Ask the vendor to confirm the plan, the seat count, and the billing term in writing before you sign up. Count the seats you need now and the seats you may need in six months, since per-user pricing means a small rise in seats changes the monthly total fast.

Test the free plan or trial with real project data, not a blank workspace. Add 10 to 20 projects, assign owners and dates, and build one portfolio report. That test shows whether the views, filters, and reports fit your work. Check limits on projects, records, and automations, and check export options, so you can move data out if you switch later.

FAQ

What is project portfolio management software?

Project portfolio management software helps a team track many projects in one place, with views that show status, dates, owners, budgets, and workload across the whole set. It differs from single-project software because it adds roll-up reports, portfolio dashboards, and resource views that span projects. Teams use it to pick the right mix of projects, spot risks early, and shift people and money to the work that needs them most.

How much does project portfolio management software cost?

Starting prices in this guide range from $9 per user or seat each month when billed annually to $20 per user each month, with Kantata on quote only and Scoro from $19.90 per user each month. A team of 10 would pay $90 to $200 per month at those starting prices, before taxes and add-ons. Higher plans cost more and add portfolios, resource views, and advanced reports, so check the plan that holds the features you need.

Which tool is best for a small team with few projects?

ClickUp, Teamwork, monday.com, and Wrike suit small teams because each has a free plan and a starting price under $10 per user or seat each month when billed annually. A team with 1 to 5 projects can start on a free plan, test boards and lists, and move to a low plan when it needs more projects or reports. Keep the setup simple at first, then add fields as the team grows.

Do I need a higher plan for portfolio views?

In many cases, yes. Asana needs its Advanced plan for portfolios, Jira needs Premium for advanced roadmaps, and ClickUp needs Business for advanced portfolio views. Wrike also reserves resource management and portfolio reporting for plans above Team. Check the plan page for the exact feature list before you buy, and ask the vendor to confirm which plan holds the portfolio view, since vendors change plan names and limits over time.

Can I switch tools later without losing project history?

Most tools in this guide offer import and export options, but the ease of a move varies by tool and plan. Check CSV import, export of tasks and time entries, and whether comments, files, and custom fields move across. Test an export with a small project before you commit to a full move. Keep a copy of key data outside the tool, and confirm the export format with the new vendor before you cancel the old plan.

Sources we checked

How we score

Need the method behind these picks?

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monday.com#1 PICK
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