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Project management · Shortlist

9 Best Project Portfolio Management Software of 2026

By the TopToolAdvisor research desk · Updated November 9, 2026 · Next review December 24, 2026 · 9 products scored

Our pickCeloxisMid-size PMOs that want intake, risk, costing and capacity planning in one tool at a published per-user price.8.5

Our pick in brief

Celoxis gives a PMO the most portfolio control per dollar: project intake, risk, issue tracking and project costing sit on its Professional plan at a published price, with free read-only seats for executives. Microsoft Planner and Project is the natural pick for Microsoft 365 organizations, adding portfolios, baselines and critical path on Plan 3. ProjectManager and Smartsheet suit PMOs that want quick setup with portfolio dashboards and roadmaps, while Wrike adds budgeting on its Pinnacle tier. ClickUp and monday.com are general work tools with portfolio views. Planview Portfolios and Clarity are the deepest strategic portfolio systems here, with scenario planning, funding and capacity management, but they are quote-only and take longer to roll out.

Quick answer

Celoxis is the best project portfolio management software for PMOs that need intake, risk, costing and capacity planning at a published price in 2026; Microsoft Planner and Project suits teams already on Microsoft 365, with portfolios on Planner and Project Plan 3 at $30 per user a month paid yearly. The cheapest paid option is ClickUp Core at $9 per user a month billed yearly.

This list is for project management offices and portfolio leads who rank incoming requests, fund the right projects and track many budgets and teams at once. We compared documented features and published prices for 9 products and scored each on features, ease of use and value, giving extra weight to what a PMO needs: demand intake, prioritization, portfolio dashboards, resource capacity, cost tracking and risk. Prices are the cheapest paid plan in US dollars as shown on the vendor's pricing page on the date we checked. Planview and Clarity are sold by quote only, and Smartsheet and monday.com did not show USD prices for our location, so those prices are marked as pending.

By the numbers

Shortlist scores

  1. 1CeloxisMid-size PMOs that want intake, risk, costing and capacity planning in one tool at a published per-user price.8.5
  2. 2Microsoft Planner and ProjectPMOs in Microsoft 365 organizations that want portfolios and scheduling inside Teams without adding another vendor.8.2
  3. 3ProjectManagerSmall and mid-size PMOs that want portfolio dashboards, roadmaps and budget tracking with fast setup.8.2
  4. 4SmartsheetPMOs that want standardized project setup, intake and rollup reporting across a large number of projects.8.1
  5. 5WrikeCross-functional PMOs that want configurable workflows with capacity planning and, on Pinnacle, budget tracking.8.0
  6. 6ClickUpBudget-conscious PMOs that want portfolio tracking and goals in a tool teams also use for daily tasks.7.9
  7. 7monday.comEnterprises that already use monday.com for team work and want portfolio and resource views on top.7.8
  8. 8Planview PortfoliosLarge enterprise PMOs and EPMOs that fund and balance hundreds of projects, products and programs against strategy.7.7
  9. 9ClarityLarge enterprises, especially IT organizations, that want annual planning, investment and cost management in one SPM system.7.5

How the scores work

Each product is rated out of 10 on the same three criteria, then ranked by the weighted total. Scores compare documented features and published prices, not hands-on testing.

  • 35%Features
  • 35%Ease of use
  • 30%Value

Read the scoring method

  1. No. 1, our pick

    Celoxis

    Project and portfolio management software with scheduling, resource capacity, intake, risk and project costing, available in the cloud or on-premise.

    8.5of 10

    Best for Mid-size PMOs that want intake, risk, costing and capacity planning in one tool at a published per-user price.

    Features
    8.8
    Ease of use
    7.8
    Value
    9.0

    Price

    Core from $10 per standard user per month billed annually; Professional with intake, risk and costing at $35

    Quoted from the Celoxis pricing page on November 9, 2026: Core $10/user/mo STANDARD USER BILLED ANNUALLY

    Celoxis ranks first because it covers the core PMO workflow from request to cost tracking without forcing a quote-only contract. Core includes Gantt charts with advanced scheduling, templates, baselines, dashboards and portfolio visibility. Essentials adds resource workload and capacity planning, job roles, timesheets, resource-conflict visibility and executive portfolio reporting. Professional, which Celoxis marks as recommended for PMOs, adds project intake management, risk management, issue tracking, expenses and project costing. The licensing model is useful for portfolios with many stakeholders: standard users plan and report, team-member and timesheet users cost less, and client and read-only users are free, with read-only seats bundled on every plan. Celoxis runs in the cloud or on-premise, which matters for regulated teams. The trade-off is that the key PMO features start at $35 per standard user, and the planning screens are more detailed than those of general work tools.

    Strengths

    • +Free read-only users on every plan, so executives can see dashboards without a paid seat
    • +Cheaper team-member and timesheet seats for people who only update tasks or log time
    • +Published prices for every plan below Enterprise

    Drawbacks

    • −Intake, risk and costing need Professional at $35 per standard user
    • −No permanent free plan
    • −Interface is denser than lighter work tools, so contributors need some training
    Plans
    Core, Essentials, Professional, Business and Enterprise
    Free trial
    14 days, no credit card required
    Deployment
    Cloud or on-premise
    Free user types
    Client and Read-Only users

    Visit celoxis.com|See the Celoxis profile

  2. No. 2

    Microsoft Planner and Project

    Microsoft's web and Teams planning apps, with portfolios, baselines, critical path and Project desktop on Planner and Project Plan 3.

    8.2of 10

    Best for PMOs in Microsoft 365 organizations that want portfolios and scheduling inside Teams without adding another vendor.

    Features
    8.0
    Ease of use
    8.2
    Value
    8.4

    Price

    Planner Plan 1 from $10 per user per month paid yearly; Planner and Project Plan 3 with portfolio creation at $30

    Quoted from the Microsoft Planner and Project pricing page on November 9, 2026: Planner Plan 1 Robust web and Teams apps for structured project planning with premium plans, sprints, and finish-to-start dependencies. $10.00 user/month, paid yearly

    Microsoft Planner and Project takes second place because it gives Microsoft 365 organizations portfolio views and serious scheduling in tools staff already use. Planner Plan 1 at $10 per user adds sub-tasks, premium templates, portfolio viewing, backlogs and sprints, task dependencies, Timeline (Gantt) and People views, project goals and milestones. Planner and Project Plan 3 at $30 lets project managers create portfolios and adds task history, an assignments view, baselines, critical path, dependencies with lead and lag, and Project desktop. That split works well for a PMO: a few planners on Plan 3 build and manage portfolios, while contributors on Plan 1 view them. Copilot can be added for AI-generated status reports and task generation. The gap is portfolio governance: the plan pages do not list scored intake, funding scenarios or cost tracking, so PMOs that prioritize by business case will need custom fields, Power BI or a deeper tool.

    Strengths

    • +Works inside Microsoft Teams and the web, where many staff already spend the day
    • +Plan 1 at $10 lets contributors view portfolios at low cost
    • +Basic Planner is included in Microsoft 365 for people who only need simple tasks

    Drawbacks

    • −Creating portfolios requires Plan 3 at $30 per user per month
    • −No intake scoring or financial planning listed on the Planner plan pages
    • −Annual subscriptions only on the listed prices
    Plans
    Planner in Microsoft 365, Planner Plan 1, Planner and Project Plan 3
    Free trial
    One month for Planner Plan 1
    Portfolio creation
    Planner and Project Plan 3
    AI add-on
    Microsoft 365 Copilot at $30 per user per month paid yearly

    Visit microsoft.com|See the Microsoft Planner and Project profile

  3. No. 3

    ProjectManager

    Online project management software with Gantt charts, resource and workload planning, timesheets, budgets and portfolio dashboards and roadmaps.

    8.2of 10

    Best for Small and mid-size PMOs that want portfolio dashboards, roadmaps and budget tracking with fast setup.

    Features
    7.8
    Ease of use
    8.3
    Value
    8.4

    Price

    Team from $15 per user per month billed annually; Business with portfolio and resource management at $28

    Quoted from the ProjectManager pricing page on November 9, 2026: Team Effective project management with planning & tracking $ 15 Per user / month, billed annually

    ProjectManager places third because its Business plan bundles the pieces a smaller PMO needs at a clear price. For $28 per user per month billed annually, Business adds resource management and workload planning, time tracking and timesheets, expenses and budgeting, a QuickBooks Online integration, a portfolio dashboard, a portfolio roadmap, a portfolio summary dashboard and a RAID log for risks, assumptions, issues and dependencies. Every plan includes Gantt, List, Sheet, Board and Calendar views, and the feature list includes baselines, critical path and dependencies. Two-way sync with Jira and Azure DevOps helps PMOs that track software delivery alongside business projects. Unlimited free guest licenses keep stakeholder costs down. The limits are clear too: Business tops out at 100 projects, which a busy PMO can reach, and there is no scored intake or scenario planning, so prioritization happens in custom columns and reports rather than a dedicated module.

    Strengths

    • +Unlimited free guest licenses for stakeholders
    • +Portfolio, resource and budget features arrive together on one mid-tier plan
    • +30-day free trial with no credit card and no user minimum

    Drawbacks

    • −Business is capped at 100 projects; unlimited projects need Enterprise
    • −Team plan is limited to 10 users and 20 projects
    • −No permanent free plan
    Plans
    Team, Business and Enterprise
    Free trial
    30 days, no credit card required
    Project limit on Business
    Up to 100 projects
    Guest licenses
    Unlimited and free

    Visit projectmanager.com|See the ProjectManager profile

  4. No. 4

    Smartsheet

    Spreadsheet-style work management platform with Portfolios on Enterprise and Advanced Portfolios for governing many projects at scale.

    8.1of 10

    Best for PMOs that want standardized project setup, intake and rollup reporting across a large number of projects.

    Features
    8.4
    Ease of use
    8.4
    Value
    7.4

    Price

    See vendor pricing (USD check pending); Portfolios included on Enterprise, Advanced Portfolios on Advanced Work Management

    We could not confirm a US price yet. Check the Smartsheet pricing page.

    Smartsheet ranks fourth because it solves a common PMO problem well: keeping dozens of projects consistent. Portfolios, included in Enterprise, gives a ready-made project list, intake form and dashboard, then launches each approved request as a new project from a standard template, rolls up project data and archives finished work. Advanced Portfolios, included with Advanced Work Management or sold as an add-on, lets a PMO publish template changes to every active project in one action and report in real time on budget, health and risk, with AI to help set up projects and answer questions. Enterprise also lists Scenario Planning. The grid feels like a spreadsheet, and unlimited free Contributors suit portfolios with many occasional updaters. The catch is cost visibility: portfolio features start on quote-based tiers, and the pricing page showed euros for our location, so we could not confirm a USD price.

    Strengths

    • +Spreadsheet-like grid that most staff can pick up quickly
    • +Unlimited free Contributors on paid plans
    • +Standardized templates keep every project set up the same way

    Drawbacks

    • −Portfolios need Enterprise, which is priced by quote
    • −Advanced Portfolios needs Advanced Work Management or a premium add-on
    • −USD prices did not load for our location
    Plans
    Pro, Business, Enterprise and Advanced Work Management
    Portfolios
    Included in Enterprise
    Advanced Portfolios
    Advanced Work Management or premium add-on
    Contributors
    Unlimited and free on paid plans

    Visit smartsheet.com|See the Smartsheet profile

  5. No. 5

    Wrike

    Work management platform with Gantt charts, resource and capacity planning, and budgeting and advanced BI on its Pinnacle tier.

    8.0of 10

    Best for Cross-functional PMOs that want configurable workflows with capacity planning and, on Pinnacle, budget tracking.

    Features
    8.2
    Ease of use
    7.8
    Value
    8.0

    Price

    Free plan; Team from $10 per user per month billed annually for 2 to 15 users; Business at $25

    Quoted from the Wrike pricing page on November 9, 2026: Team Intelligent project management $10 user/month

    Wrike sits fifth because it scales from team projects to portfolio-level work, though its financial features sit on a quote-only tier. Team, at $10 per user per month billed annually for 2 to 15 users, adds interactive Gantt charts, shareable dashboards, custom fields and workflows. Business, at $25 for 5 to 200 users, adds resource and capacity planning, work templates, workflow customization and AI Elite features. Pinnacle is where a PMO gets budgeting to track financials, advanced resource and capacity planning, advanced reporting and BI, SSO and Wrike Datahub. Apex adds Wrike Integrate and two-way sync with third-party tools. Wrike suits PMOs that run marketing, operations and IT projects side by side and want each team's workflow to report into one view. Buyers should note that budget tracking needs Pinnacle, and several integration options are add-ons with custom pricing.

    Strengths

    • +Free plan for basic task management
    • +Business supports 5 to 200 users with capacity planning
    • +AI Elite features from the Business plan

    Drawbacks

    • −Budgeting only on Pinnacle, which is quote-based
    • −Team plan stops at 15 users
    • −Integrations and two-way sync beyond the standard set are paid add-ons
    Plans
    Free, Team, Business, Pinnacle and Apex
    Business plan users
    5 to 200
    Budgeting
    Pinnacle and Apex
    Organizations using Wrike
    20,000+ worldwide, per Wrike

    Visit wrike.com|See the Wrike profile

  6. No. 6

    ClickUp

    All-in-one work platform with Portfolios that track initiatives across projects, plus goals, dashboards and resource management.

    7.9of 10

    Best for Budget-conscious PMOs that want portfolio tracking and goals in a tool teams also use for daily tasks.

    Features
    7.0
    Ease of use
    7.8
    Value
    9.0

    Price

    Free Forever plan; Core from $9 per user per month billed yearly; Business at $17

    Quoted from the ClickUp pricing page on November 9, 2026: Core $9 Regular price $12 user / mo · billed yearly

    ClickUp lands sixth: it is the cheapest way to give a PMO portfolio views, but it is a general work platform rather than a portfolio governance system. ClickUp Portfolios can be set up by team, client or any grouping, let the PMO set priorities aligned with strategy, and can be shared with stakeholders with limited permissions. Core at $9 per user per month billed yearly adds custom fields, goals, unlimited Gantt charts, forms and guest permissions. Business at $17 adds advanced dashboards, resource management, timesheets, time-in-status reports and private views. The Free Forever plan includes unlimited free members and tasks, which makes trials easy. The weakness for portfolio work is depth: ClickUp's pages do not document scored intake, funding scenarios or portfolio budget forecasting, so a PMO has to build prioritization with custom fields and dashboards.

    Strengths

    • +Free Forever plan with unlimited free members
    • +Lowest paid entry price in this list
    • +Portfolios, tasks, docs and chat live in one workspace

    Drawbacks

    • −No dedicated intake scoring, funding or scenario planning module
    • −Resource management and timesheets need Business
    • −Breadth of features takes time to configure for a PMO standard
    Plans
    Free Forever, Core, Business, Enterprise and Max
    Free plan
    Yes, unlimited free members and tasks
    Resource management
    Business plan
    Guarantee
    100% money-back guarantee, per ClickUp

    Visit clickup.com|See the ClickUp profile

  7. No. 7

    monday.com

    Visual work management platform with boards, dashboards and automations, plus portfolio and resource management on its Enterprise plan.

    7.8of 10

    Best for Enterprises that already use monday.com for team work and want portfolio and resource views on top.

    Features
    7.4
    Ease of use
    9.0
    Value
    7.0

    Price

    See vendor pricing (USD check pending); free plan for up to 2 seats; portfolio management on Enterprise

    We could not confirm a US price yet. Check the monday.com pricing page.

    monday.com ranks seventh because it is among the easiest tools here to roll out, but its portfolio features are reserved for the top plan. Enterprise lists portfolio management, resource management, multi-level permissions, enterprise-grade security and governance, enterprise-scale automations and integrations, 250 workflows and 25,000 API calls a day. Lower plans add unlimited free viewers from Basic, plus AI tools such as the Sidekick assistant, AI columns and an AI workflow builder. For a PMO, the appeal is adoption: colorful boards and dashboards are easy for business teams to update, which keeps portfolio data current. The trade-offs are cost and depth. Portfolio views need Enterprise, the plan pages do not describe scored intake or funding scenarios, and the pricing page showed euros for our location, so we could not confirm a USD price.

    Strengths

    • +Easy, visual boards that non-project staff adopt quickly
    • +Free viewers suit executives who only read dashboards
    • +Free plan for up to 2 seats to try the interface

    Drawbacks

    • −Portfolio and resource management are only on Enterprise
    • −No published intake scoring or funding scenarios
    • −USD prices did not load for our location
    Plans
    Free, Basic, Standard, Pro and Enterprise
    Free plan
    Up to 2 seats and 3 boards
    Portfolio management
    Enterprise plan
    API calls on Enterprise
    25,000 per day

    Visit monday.com|See the monday.com profile

  8. No. 8

    Planview Portfolios

    Enterprise strategic portfolio management software, formerly Planview Enterprise One, for demand, investment prioritization, funding, capacity and scenario planning.

    7.7of 10

    Best for Large enterprise PMOs and EPMOs that fund and balance hundreds of projects, products and programs against strategy.

    Features
    9.6
    Ease of use
    6.6
    Value
    6.8

    Price

    Quote-based pricing from sales; see vendor pricing (USD check pending)

    We could not confirm a US price yet. Check the Planview Portfolios pricing page.

    Planview Portfolios has the deepest portfolio feature set in this comparison, and it ranks eighth only because ease of use and value score low for a quote-only enterprise system. Its feature pages cover the full PMO cycle: demand management that collects requests from early ideas to formal proposals, investment prioritization by business drivers with what-if scenarios, financial planning with budgets, forecasts, costs and benefits, and incremental funding for programs, products, epics and features. Capacity planning and scenario planning help compare staffing and timing options, and forecasts and actuals can be balanced against capital and expense limits. It also handles OKRs, roadmaps, program management, project scheduling, resource management, process automation and timesheets, across waterfall and agile work. Planview says 3,000+ enterprises use its products. The trade-off is that pricing is by quote only and a rollout of this scope needs real configuration and training time.

    Strengths

    • +The broadest portfolio feature set in this list, from strategy to timesheets
    • +Incremental funding for programs, projects, products, epics and features
    • +Connects agile team planning with portfolio and financial planning

    Drawbacks

    • −No published prices; every deal goes through sales
    • −Breadth means longer configuration and training
    • −Too heavy for a PMO managing a few dozen projects
    Former name
    Planview Enterprise One
    Pricing
    Quote-based
    Work types
    Traditional projects to agile epics
    Customers
    3,000+ enterprises, per Planview

    Visit planview.com|See the Planview Portfolios profile

  9. No. 9

    Clarity

    Broadcom's strategic portfolio management platform for roadmaps, investment management, capacity planning, workforce planning and cost tracking.

    7.5of 10

    Best for Large enterprises, especially IT organizations, that want annual planning, investment and cost management in one SPM system.

    Features
    9.4
    Ease of use
    6.4
    Value
    6.6

    Price

    Quote-based pricing from Broadcom; see vendor pricing (USD check pending)

    We could not confirm a US price yet. Check the Clarity pricing page.

    Clarity, sold by Broadcom, is a strategic portfolio management platform aimed at answering where the money went. It ranks last here on ease and value, not on capability. Strategic roadmaps lay out plans and direction, investment management lets companies define investments their own way across delivery methods, and capacity planning shows talent supply and demand with real-time scenario planning. Annual operating planning brings goals, strategies and resources together with real-time financial planning, and cost optimization covers cost accounting, budget management, variance reporting and spend management. Workforce planning tracks skill sets and talent gaps, and an infrastructure portfolio use case targets IT operations. Clarity connects to the ValueOps platform, which adds Rally for agile management, Insights for analysis and ConnectALL for integrations. As with Planview, buyers get a quote rather than a price list and should plan for a substantial implementation.

    Strengths

    • +Strong financial focus, from annual operating plans to cost accounting
    • +Workforce planning tracks skills and talent gaps
    • +Part of Broadcom's ValueOps platform with Rally for agile work

    Drawbacks

    • −No published prices; sold through Broadcom
    • −Enterprise scope means a long implementation
    • −Feature pages are written for large IT organizations rather than small PMOs
    Vendor
    Broadcom
    Pricing
    Quote-based
    Related platform
    ValueOps with Rally, Insights and ConnectALL
    Use cases listed
    Annual planning, infrastructure portfolio, workforce planning, cost optimization, AI strategy

    Visit broadcom.com|See the Clarity profile

What to check before you buy

Start with how work enters the portfolio

A PMO's first job is deciding what gets funded. Check for a structured intake form and approval flow: Celoxis puts project intake on Professional, Smartsheet Portfolios includes demand intake on Enterprise, and Planview Portfolios collects demand from early ideas to formal project requests.

Look for scoring and what-if planning

Prioritizing many projects needs more than a list. Planview ranks investments by business drivers with what-if scenarios, Clarity offers real-time scenario planning in capacity planning, and Smartsheet lists Scenario Planning on its Enterprise plan. Lighter tools leave scoring to custom fields.

Check where budgets and costs live

Budget tracking often sits on upper tiers. Celoxis adds expenses and project costing on Professional, ProjectManager adds expenses and budgeting on Business, and Wrike keeps budgeting on Pinnacle. Planview and Clarity cover forecasts, actuals and funding across whole portfolios.

Match resource planning to your teams

Portfolio decisions fail when nobody checks capacity. Celoxis Essentials, ProjectManager Business, Wrike Business and ClickUp Business all include resource or workload planning, and monday.com lists resource management on Enterprise.

Price the stakeholders, not only the planners

Executives and sponsors often only need to view dashboards. Celoxis includes free read-only users and clients, ProjectManager includes unlimited free guest licenses, and Smartsheet includes unlimited free Contributors, which can cut the cost of a portfolio rollout.

Common questions

What is the best project portfolio management software?
Celoxis ranks first in our comparison because its Professional plan includes project intake, risk management, issue tracking and project costing at $35 per standard user a month billed annually, with free read-only users for executives. Microsoft Planner and Project is second for Microsoft 365 organizations, with portfolio creation on Plan 3 at $30 per user a month paid yearly.
What is the cheapest project portfolio management software?
ClickUp Core is the cheapest paid plan here at $9 per user a month billed yearly and includes Portfolios and goals. Celoxis Core, Wrike Team and Microsoft Planner Plan 1 each start at $10 per user a month on annual billing, and ClickUp and Wrike also have free plans.
What is the difference between project management and project portfolio management software?
Project management tools plan and track the tasks in a single project. Portfolio management tools sit above them: they collect requests, rank and fund projects, balance people across them and report status and cost for the whole set. Planview Portfolios and Clarity focus on that portfolio layer, while ClickUp and monday.com add portfolio views to task tools.
Which PPM tools handle project budgets?
Celoxis adds expenses and project costing on Professional, ProjectManager includes expenses and budgeting on Business, and Wrike tracks financials on Pinnacle. Planview Portfolios and Clarity go further with forecasts, actuals, funding and cost accounting across whole portfolios.
Do executives need a paid license to view portfolio dashboards?
Not always. Celoxis includes free read-only users, ProjectManager offers unlimited free guest licenses, monday.com includes unlimited free viewers from its Basic plan, and Smartsheet includes unlimited free Contributors on paid plans.

Questions or corrections: editorial@toptooladvisor.com

No affiliate links and no paid placement; see our disclosure and editorial policy. Vendors update prices without notice, so confirm on their site first.

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