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Microsoft Project & Portfolio Management Features
What are the features of Microsoft Project & Portfolio Management?
Tasks
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
Projects
- Planning
- Project Map
- GANTT
- Calendar View
Resource Management
- Scheduling
- Definition
- Allocation
- Optimization
Project Management
- Dependencies
Data & Analytics
- Data Consolidation
- Performance
Top Rated Microsoft Project & Portfolio Management Alternatives
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Technology Glossary Features
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Tasks
Creation & Assignment | Based on 79 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates. | 86% (Based on 79 reviews) | |
Due Dates | Based on 83 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates). | 87% (Based on 83 reviews) | |
Task Prioritization | Based on 81 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work. | 86% (Based on 81 reviews) | |
To-Do Lists | Based on 79 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks. | 84% (Based on 79 reviews) | |
Mass Updates | Based on 43 Microsoft Project & Portfolio Management reviews. Allows users to update multiple tasks at the same time, accross multiple projects. | 79% (Based on 43 reviews) | |
Drag & Drop | Based on 76 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop. | 79% (Based on 76 reviews) |
Projects
Planning | Based on 82 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project. | 88% (Based on 82 reviews) | |
Project Map | Based on 80 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies. | 86% (Based on 80 reviews) | |
GANTT | Based on 82 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress. | 87% (Based on 82 reviews) | |
Calendar View | Based on 80 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. | 85% (Based on 80 reviews) | |
Views | Based on 77 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers). | 84% (Based on 77 reviews) | |
Project Budgeting | Based on 73 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Associate a budget with a project and allocate it accordingly by task or resource. | 84% (Based on 73 reviews) | |
Issue Tracking | Based on 70 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Track issues at the project or task level, and manage resolutions. | 80% (Based on 70 reviews) | |
Templates | Based on 76 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects. | 79% (Based on 76 reviews) | |
Time & Expense | Based on 75 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks. | 80% (Based on 75 reviews) | |
Methodologies | Based on 73 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies. | 82% (Based on 73 reviews) |
Resource Management
Resource Definiton | Based on 76 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria. | 83% (Based on 76 reviews) | |
Capacity | Based on 73 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks. | 83% (Based on 73 reviews) | |
Scheduling | Based on 79 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department. | 87% (Based on 79 reviews) | |
Definition | Based on 80 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Identify human and material resources and assign them to projects and portfolios. | 86% (Based on 80 reviews) | |
Allocation | Based on 81 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Resources can be allocated and reallocated across multiple projects and portfolios. | 87% (Based on 81 reviews) | |
Optimization | Based on 79 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Improve resource utilization across various projects and portfolios. | 85% (Based on 79 reviews) |
Project Monitoring
Baselining / KPIs | Based on 70 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. | 85% (Based on 70 reviews) | |
Resource Allocation | Based on 76 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly. | 83% (Based on 76 reviews) | |
Dashboards | Based on 74 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time. | 82% (Based on 74 reviews) |
Communication
Wiki Documentation | Provides a wiki to keep useful product documentation. | Not enough data | |
Community Forum | Provides a place for product users to interact and ask questions. | Not enough data | |
Customer Ideation | Provides a medium for users to make suggestions for the product. | Not enough data | |
Chat | Provide live chat tools for instant messaging | Not enough data | |
Discussions | Ability to involve multiple users in public or private discussions | Not enough data | |
External | Allow external users to use chat and discussions | Not enough data | |
Feedback | Provide functionality to create and manage polls and surveys | Not enough data | |
Announcements | Manage news and announcements by company or department | Not enough data |
Planning
Work Capacity | Measures the amount of work an employee can handle in a sprint. | Not enough data | |
Task Ranking | Ranks the priority of a task. | Not enough data | |
Kanban Board | provides a Kanban board to visualize tasks. | Not enough data | |
Custom Workflows | Enables the creation of custom workflows to facilitate various processes. | Not enough data | |
Release Forecasting | Predicts a products release based on the workflow. | Not enough data |
Workflow Management
Time Tracking | Tracks the amount of time spent on a task. | Not enough data | |
Progress Monitoring | Measures the progress of tasks within a product workflow. | Not enough data | |
Budgeting | Measures the cost of tasks and enables the allocation of budget to different projects. | Not enough data | |
Team Scorecard | Provides data on employee performance for gamification. | Not enough data |
Portfolio Management
Portfolio Types | Based on 72 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Define multiple types of portfolios for projects, programs, and services. | 86% (Based on 72 reviews) | |
Planning | Based on 77 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Plan activities and tasks across various portfolios or programs. | 92% (Based on 77 reviews) | |
Alignment | Based on 75 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Align different kinds of portfolios with business and financial goals. | 88% (Based on 75 reviews) | |
Portfolio Mix | Based on 69 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Create the optimal mix of portfolios to achieve operational and financial goals. | 87% (Based on 69 reviews) |
Project Management
Dependencies | Based on 79 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Manage dependencies between projects from one or multiple portfolios. | 91% (Based on 79 reviews) | |
Priorities | Based on 77 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Assign priorities for projects that are part of portfolios. | 91% (Based on 77 reviews) | |
Lean Management | Based on 71 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Include lean project management features and best practices. | 85% (Based on 71 reviews) | |
Task Management | Include features to create, assign, and manage tasks. | Not enough data | |
Planning | Deliver project plans that can be customized by users. | Not enough data | |
Visibility | Provide visibility into collaborative processes accross the company | Not enough data | |
Integration | Provide integration with task management and project management software. | Not enough data |
Data & Analytics
Data Consolidation | Based on 78 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Consolidate project and portfolio data from separate sources. | 87% (Based on 78 reviews) | |
Visualizations | Based on 75 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Provide custom project and portfolio monitoring visualizations. | 90% (Based on 75 reviews) | |
Performance | Based on 78 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Monitor the performance of different types of portfolios. | 87% (Based on 78 reviews) | |
Risk Analysis | Based on 76 Microsoft Project & Portfolio Management reviews and verified by the G2 Product R&D team. Perform risk analysis at the portfolio or project level. | 85% (Based on 76 reviews) |
Task Creation
Creation & Assignment | Create and assign tasks for individual users with details and due dates. | Not enough data | |
Due Dates | Set deadlines and milestones for tasks, manually or automatically (based on project templates). | Not enough data | |
Drag & Drop | Users can move tasks and change dependencies using drag and drop. | Not enough data | |
Mass Updates | Allows users to update multiple tasks at the same time, accross multiple projects. | Not enough data |
Task Management
Task Prioritization | Set priority levels on tasks so individuals can organize their work. | Not enough data | |
To-Do Lists | See feature definition | Each user can view their list of tasks to be completed without having access to other tasks. | Not enough data |
Dependecies | Define dependencies between tasks and the rules to manage them. | Not enough data | |
Recurring Tasks | Define recurring tasks that can be scheduled automatically at pre-defined intervals. | Not enough data |
Automation
Workflows | Provide standard workflows that can be used accross the company. | Not enough data | |
Customization | Allow administrators to configure workflows and processes. | Not enough data | |
Data repository | Deliver a single data repository for all project information. | Not enough data |
Administration
Permissions | Define and manage roles and access rights for the entire system. | Not enough data | |
Procedures | Maintain procedures for data access and governance. | Not enough data | |
Remote Work | Allow users to use the system online and on mobile devices. | Not enough data |
Project management
Task Prioritization | Set priority levels on tasks so individuals can organize their work. | Not enough data | |
Dependecies | Define dependencies between tasks and the rules to manage them. | Not enough data | |
Planning | Plan and create work breakdown structure (WBS) based on the scope of the project. | Not enough data | |
Views | Create customized project views for internal and external purposes (eg: for customers). | Not enough data | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. | Not enough data | |
Critical Path | Automatically calculate the critical path for projects and update it when projects change. | Not enough data | |
Dashboards | Deliver dashboards that display project data and KPIs in real time. | Not enough data |
Workload
Resource Allocation | Monitor resource allocation to identify shortages and adjust accordingly. | Not enough data | |
Workspace | Define customizable workspace for teams, departments, and external users. | Not enough data | |
Configuration | Provide drag and drop options to configure workspaces. | Not enough data | |
Insights | Monitor work accross the company and analyze performance. | Not enough data |
Communication & Collaboration
Communication Channels | Support multiple channels for internal and external communications. | Not enough data | |
Document Management | See feature definition | Allow users to share and collaborate on documents and files. | Not enough data |
Collaboration | Help users meet, share workspaces, and collaborate on tasks. | Not enough data |
Cost Management
Project Budgeting | Associate a budget with a project and allocate it accordingly by task or resource. | Not enough data | |
Time & Expense | Track time and expenses associated with projects or tasks. | Not enough data | |
Profitability | Monitor project proftability by team or department. | Not enough data |
Integration
Front Office | Integrate with CRM, marketing, or customer service software. | Not enough data | |
Back Office | Provide integration with accounting software and ERP systems. | Not enough data | |
External data | Connect to external data sources such as databases or BI software. | Not enough data | |
Project Management | Provide integration with project management software. 13 reviewers of Microsoft Project & Portfolio Management have provided feedback on this feature. | 87% (Based on 13 reviews) | |
PPM | As reported in 12 Microsoft Project & Portfolio Management reviews. Integrate with Project, Portfolio & Program Management software. | 88% (Based on 12 reviews) | |
Finance | Provide integration with accounting software and ERP systems. 11 reviewers of Microsoft Project & Portfolio Management have provided feedback on this feature. | 80% (Based on 11 reviews) |
Earned Value
Baseline | Define cost and schedule baselines that can be used to track performance. This feature was mentioned in 13 Microsoft Project & Portfolio Management reviews. | 82% (Based on 13 reviews) | |
Calculations | Automatically calculate Schedule Performance Index (SPI) and Cost Performance Index (CPI). 13 reviewers of Microsoft Project & Portfolio Management have provided feedback on this feature. | 82% (Based on 13 reviews) | |
Best Practices | Include best practices to ensure compliance with industry and PMI standards. This feature was mentioned in 12 Microsoft Project & Portfolio Management reviews. | 79% (Based on 12 reviews) |
Performance
Data Import | Import project performance data from project management and financial software. This feature was mentioned in 13 Microsoft Project & Portfolio Management reviews. | 87% (Based on 13 reviews) | |
Planned Value | Track planned value or budget cost of work scheduled (BCWS). This feature was mentioned in 13 Microsoft Project & Portfolio Management reviews. | 88% (Based on 13 reviews) | |
KPIs | Based on 11 Microsoft Project & Portfolio Management reviews. Provide KPIs such as Actual cost of work or Budgeted Cost of Work. | 91% (Based on 11 reviews) | |
Variance Analysis | As reported in 13 Microsoft Project & Portfolio Management reviews. Identify variances between estimated and actual costs and schedules. | 88% (Based on 13 reviews) |
Content & Documents
File Sharing | See feature definition | Documents can be shared between users and teams | Not enough data |
Notes | User can share notes with colleagues or external users | Not enough data | |
Search | Help users find documents and other types of content | Not enough data | |
Versioning | Keep track of document versions and related changes | Not enough data |
Controls
Custom Views | Create personalized project views for collaboration | Not enough data | |
Followers | Allow users to follow tasks which are not assigned to them | Not enough data | |
User Management | Define and manage users access to documents and collaboration features | Not enough data | |
Calendars | Manage private and shared calendars and associated events | Not enough data | |
Public Sharing | Make project views available for the public. | Not enough data |
Remote Collaboration
Alignment | Align remote employees with their colleagues and external users | Not enough data | |
Accountability | Define and track responsabilities for remote users | Not enough data | |
Connectivity | Allow users to connect to tools that they use remotely | Not enough data | |
Offline Mode | Users can work offline and changes are synced when they back online | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Strategy - Project and Portfolio Management
Simulation | Simulate the outcomes of various business case scenarios and mix of projects | Not enough data | |
Tracking | Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios | Not enough data | |
Planning | Create plans to implement activities to achieve strategic objectives | Not enough data | |
Objectives | Define strategic objectives related to project and portfolio management | Not enough data | |
Visiblity | Provide a 360 view of all projects and portfolios and their corresponding strategies | Not enough data | |
Alignment | Align project and portfolios with the strategic objectives of the company | Not enough data | |
Risk Management | Mitigate risks related to projects and portfolios that may impact strategic objectives | Not enough data | |
Implementation | Deploy strategic planning to project and portfolio management activities | Not enough data | |
Optimization | Help with continuous improvement and to adapt to strategy updates and market changes | Not enough data | |
Prioritization | Assign priorities to projects and portfolios based on strategic objectives | Not enough data |
Agentic AI - Project Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Work Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data |
Agentic AI - Project Collaboration
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
