Who Uses This Software?

IT, New Product Development, Consulting, and Engineering PMOs upgrading Excel/Smartsheet/Sharepoint to experience the joy of automated resource/project management at 50% less cost and time to value.


Average Ratings

30 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • WorkOtter
  • www.workotter.com
  • Founded 1998
  • United States

About This Software

#1 IT/NPD RESOURCE, PROJECT, & PORTFOLIO MANAGEMENT (10 User Minimum). Budget-Conscious PMOs say they purchase WorkOtter Project Portfolio Management (PPM) because it has the same core features as the others on Gartner's Magic Quadrant without the cost/complexities. Companies like E&Y, COX, & Home Depot set roadmaps, adjust portfolios, balance resource supply vs demand, manage plans (JIRA/MS Project/Excel), automate reporting, and enjoy next-gen collaboration with team members and management.


Features Checklist

  • Budget Management
  • Bug Tracking
  • Collaboration
  • File Sharing
  • Gantt Charts
  • Idea Management
  • Issue Management
  • Milestone Tracking
  • Percent-Complete Tracking
  • Portfolio Management
  • Project Planning
  • Requirements Management
  • Resource Management
  • Status Tracking
  • Task Management
  • Testing / QA Management
  • Time & Expense Tracking

Product Reviews

Best all around solution.

Apr 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy to use and fast.

Cons: none as of yet.

Overall: Our company was looking for a good priced PPM solution which would allow growth. We got our foot in the door with resource management and expanded quickly into full portfolio management. Implementation was a breeze.

Recommendations to other buyers: The support team is really nice and helpful

Project Management Simplified

Apr 17, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use

Cons: Some of the functionality needs updating

Overall: While searching for a management tool I came across WorkOtter. I was extremely interested in it's ability to automate team collaboration and let me have control over my own dashboard. It was so easy to set up and easy to use, which was a huge bonus! Also, my team loves Gnatt charts and the ease of flow really works for us.

Recommendations to other buyers: Worth it!

WorkOtter makes life as a PM easier

Apr 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Seems like WorkOtter is everything needed as a project manager to make your job a bit simpler. Overall, the system is understandable for beginners and advanced users. There's built-in reporting and portfolios (which is great for resource management). Although I work in Project Management, it's great for all departments of a company, which makes it a diverse tool.

One of the Greatest PPM tools- We Love WorkOtter

Apr 16, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: It really hits the nail on the head when it comes to Portfolio management, Resource Management, and organization. It also has a custom feel because it can be tailored depending on the customer needs. Furthermore, the integration between JIRA and MS Project is a plus because they are commonly used in many companies.

Cons: The graphics are good, and I realize it is an incredibly dense program, but even more enhanced graphics and general layouts would help from an aesthetic standpoint.

Overall: WorkOtter allows us to actively manage our projects and it has rich functions available to customize, create, and track any and every part of the project from every stage. It is used in any sector that needs project management. It really hits the nail on the head when it comes to resource management and organization. It also has a custom feel because it can be tailored depending on the customer sometimes. This aids in productivity because it is adequately sets up the system for our company's needs. As far as usability the product is great because it it simple and easy to learn. The tool is also great because it can integrate with Jira and MS project. We have several teams that use JIRA and MS Project and the integration makes it easier for our productivity. One of our favorite features are the dashboards because it also helps identify issues quickly and get to the really meat of the project faster. We have worked with several different PPM tools and WorkOtter is definitely one of the best products for PPM out there.

Recommendations to other buyers: Its one of the greatest tools out there and the usability is great!

Great for option for sophisticated project management teams

Apr 16, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: This is perfect for organizations looking for an all-inclusive enterprise level project management software. It's flexible enough to accommodate different roles and responsibilities. Different individuals on the team have dashboards that cater to their specific function on the team and on a project. The software also does a really good job at people resource management. I value the view that shows time allocated vs. overall availability of members on the team.

There are business metrics built in that senior management will find very valuable in determining the overall business value of projects.

Great for teams who want a sophisticated project management experience and flexible enough to accommodate all types of projects.

~Ashley

Very complete and easy. Excellent cost-benefit!

Apr 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: It is a very complete and easy to use project management software.

Cons: I have no cons about it.

Overall: WorkOtter exceeded my expectations!

You can manage your budget, team and projects in a very easy environment, creating your own reports and customizing your dashboard according to your needs. That is everything a project manager looks for.

The customer service and price are also fantastic. I highly recommend WorkOtter.

WorkOtter has changed the way I manage projects

Apr 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The dashboards are easy to create and full of valuable information. The role management capability is crucial to managing resources and budgets. The governance model helps team members understand the work flow and how things get done.

Cons: The software needs to be more flexible to integrate with 3rd party solutions outside of MS project. There is no way to track time inside of the application via timer.

Overall: As a project manager I am always looking for ways to add a visual aspect of projects to share with my team and with WorkOtter's dashboards I can make this happen. Role management is also a great way to keep my team organized and focused on only the data and elements that they need to see.

The resource management tool is a lifesaver. It allows me to track my team's utilization as well as scale up or down the resources I need to get any project completed on time and under budget - without burning out my team members.

MS Project sync is another excellent feature to get a project started in WorkOtter. I can work out the details I need regarding my project privately via MS Project and then upload it to WorkOtter so that my team can view the plans, resources and budgets as needed. The option to continue working in MS Project or switch entirely to WorkOtter is valuable and seamless.

I also find the ability to easily create custom reporting on the fly a feature of great importance. Quite frequently I am called upon to present timelines, budgets or resource constraints which makes it helpful to present data in an easily readable format to my customers or executives in a timely manner.

WorkOtter is a great tool in a market of sub par competitors. If you are a Program /Project Manager, Solution Designer or Developer, WorkOtter will help you stay on track and remain informed of your responsibilities and those of your team members.

Efficient and easy-to-use online project portfolio tool

Apr 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I have been very impressed by the WorkOtter software thus far. Having a web-based tool provides and easy way to collaborate with team members and efficiently review project status, next steps, issues, etc. A few of the benefits that first jumped out to me were:
- Clean and organized interface
- Project status dashboard provides critical information upon initial log in
- Shared view of status and dashboards saves time in meetings
- Customization on screens
- Chart builder

Great Dashboard easy to use

Apr 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: WorkOtter is great cloud Project Management software. It provides you with program management, financials, resource management and it has Microsoft Project integration which is great feature. WorkOtten has a dynamic dashboard which it is easy to use and you can be up and running in no time. I¿m very pleased with this software performance.

Product Overview Video

Apr 14, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Features and Functionality (4 Star) I think there was some really unique and needed capabilities provided by the software. Sandbox to Production is a very nice feature when looking at an overall view of current and scheduled projects and the ability to see different scenarios prior to making public. Planning and scheduling seemed very easy to use along with Resources.
Templating is very important to PM and PO as the similarities and workflow are the same between many different programs and needing to create workflows for every program can be cumbersome, the time to build templates is worth the long-term time saving

Ease of Use (4 Star) While the video did not show all the features, the ones show pertaining to Portfolio, Project and Resource management seem to be easily understandable and relatively low training requirements for new users.

The sync between MSP and WorkOtter was a nice feature, however it didn't appear to be a live sync and the user would need to upload/download/upload back and forth seemed to raise the question, why use this if I can manage in MSP it didn't drive home that it would be a solution to no longer use MSP and a phasing-out solution could be used in this way.
I think most users are looking for a 1-all solution, to avoid different groups using one management solution while another group uses a different one.

WorkOtter Enables Project Success

Apr 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: WorkOtter is the ideal project management tool. It empowers the project manager and his entire project team. It was designed with a system of systems engineering discipline but is also fully functional and feature rich in its own right. I am a systems engineer and project manager and appreciate the fact that WorkOtter lets me look across many projects in one tool through its ability to interface with other project management tools such as Microsoft Project. The flexibility of WorkOtter to manage a linked project in its host environment or in the WorkOtter environment provides a valuable service to any project manager. Overall, the tool is set up respecting industry standard processes and methods which gives it an authoritative feel. You don't feel as though you're cutting any corners. However, it's also customizable so you can tailor the tool to provide only the functionality you need by simply not activating some choices on a project by project basis. By far, the best feature of WorkOtter is its superior ability to communicate across projects, people, and organizational boundaries. Communication is the key to success in running any project and WorkOtter enables success as a communication tool.

Great Prioritization Tool for PMs

Apr 14, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The dashboard featuring past due, due or high risk needs.

Cons: It's a little nit picky, but the colors of the charts. More muted colors or cooler colors are more visually appealing.

Overall: It is great to have multiple projects set up within an overall project in portfolios. The dashboard shows exactly what needs to be taken care of (due and past due) as well as any issues that have come up. A great prioritization tool for PMs.

Integration works well with MS Project and Office365. Easily tailored without having to customize software.

Built in reporting easily to chart and manipulate. Helpful segmentation. By people/roles/resources.

What-if scenario tool is helpful before employing into live view.

Missed milestones. Risks. Forecast v Utilization provides an at a glance look of needed areas of improvement.

Much easier to use than others: getting started and maintenance.

WorkOtter is a lifesafer!!

Apr 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: WorkOtter is an absolutely amazing product. I love how I can do everything in one program. It's easy to use and you can customize it to work with your unique business. Not to mention that it is affordable too.

Customer service is awesome! Its hard to find a program that works and has great customer service. WorkOtter did both!

Meets all my custom needs

Apr 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The resource management is incredible because it syncs with your org structure. The levels of project vs. portfolio management is helpful for a high level overview and displays nicely on the dashboard. The ability to import custom templates and tools is my personal favorite.

Cons: There are so many features you may not use them all, but they're there when you need them!

Overall: WorkOtter really takes into consideration all types of projects. The dashboard is visually appealing and easy to navigate, allowing for quick status updates. Plus it's customizable based on your role in the organization. The user/resource management piece is most useful for my organization. Many systems allow you to assign resources, but WorkOtter is unique in that you can import your org structure into the system, creating a whole new level of resource management.

My favorite part is the ability to build or import templates and tools. As a Certified Project Manager through the Project Management Institute I always go to PMI to find templates that are relevant to my project. Having the ability to import these templates directly into my workflow is a huge benefit for me.

I would highly recommend WorkOtter for any project, large or small. This is next level management.

Recommendations to other buyers: It plugs in to other systems (like Microsoft Project) easily if you need to do so for compliance reasons

WorkOtter Delivers Enterprise-Level Management Software

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: This application elevates the concept of dashboards to a new plateau. Not only can you view key performance indicators (KPI) from a role-based perspective; the user can expand to an organizational perspective with the program and portfolio dashboards.
One of the biggest challenges to any project is resources management; particularly when the business unit has limited resources. Through the Human Resources view, WorkOtter provides executives with the ability to make pro-active decisions regarding talent and budget.
Finally, the application has seamless integration with Microsoft products (MS Project, MS Office, etc), as well as, effortless compatibility with industry standard formats (.mpp, .xml, etc)

The Ultimate Workspace Software

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: From initial introduction to WorkOtter you can tell the creators put a lot of thought into the interface and the ability to run several projects at once with relative ease. I found the interface and main dashboard very user intuitive and very responsive when making edits. As someone who has used several project management software systems in the past (Basecamp, Confluence, Jira, Harvest, Workamajig), WorkOtter has advanced options when it comes to pulling productivity reports and seeing real time project data. I like that based on the user, you can be more than one project owner or status (aka PM on one, creator on another, etc) which allows for different access and views. If I had any critique at all, it would be the colors of the charts (red, yellow, green) being rather primitive but that is a quick fix or maybe still in beta.

The ability to manage all types of projects and portfolios in one interface is extremely valuable. Creating customized ongoing reports is a breeze and extremely valuable in the business I am in.

Project Management Excellence

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The all in one management style. I love that I don't have to use a dozen different programs to manage my projects.

Cons: No cons so far!!

Overall: Excellent project management tool! I love that everything is easy to use and understand and that I can manage all of my to do's in one program! The company representatives are very kind as well!

Haley

Perfect Balance of Structure and Flexibility

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The flexibility and custom reporting

Cons: Would like to see more connectivity with LMS platforms to integrate more data.

Overall: Price points are affordable and create valuable options no matter what the business size. The clean platform gives you all of the information you need and none of the fluff that you don't.

Customization of dashboards allows you to focus on your companies most important KPI's and easily track projects to determine prioritization initiatives and workloads.

Recommendations to other buyers: Great layout and offerings!

Fantastic program for PMs

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've been looking for a user-friendly, high-quality PM application for quite some time. As a practicing PM with multiple (too many!) projects going at the same time, Work Otter offers tools to manage resources, timelines and budgets easily and quickly. The user interface is easy to navigate and easy to interpret and the reporting function is awesome. I also LOVE the fact that it interfaces with MS Project. I'm looking forward to making my life easier and completing more projects more efficiently!

I have Peace of Mind!

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: It helps me manage my team and projects

Cons: It's very complex. Has a lot of features but once you know what to use, it gets easy!

Overall: I can't begin to explain how helpful this software has been for my business. I have used many project management tools in the past, however, this one in particular is life changing! I own a Professional Services Agency and work on many different projects at once. A challenge for me was managing my team on a large scale. I needed to see what was happening at all times on each project and this Software has become our solution. We're now able to communicate via WorkOtter and I no longer have to wonder if things are getting done and what the status is on each project. As an entrepreneur, I am a big believer that time is of the essence and if you are looking to save time, this is where to start! It is a lot more complex than other project management tools, however, once you get the hang of it, it is really easy to use!

Recommendations to other buyers: Nope!

Amazing Program!

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy to use!

Cons: none

Overall: WorkOtter is a great software program! Very easy to use to keep track of projects and maintain reports. I would highly recommend this to other project managers. The cost of the product is amazing for everything you get with this program!

Great all around product!

Alecia

Recommendations to other buyers: none

WorkOtter is a great Project Management Tool

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The easy to use and convert ability

Cons: None

Overall: The software is helpful and easy to use. The collaboration with other software has reduced time required to perform Admin task. and to convert. The layout is easy to read and easy to customize. This software will certainly help keep the team aware of the various stages of multiple projects. The team members will also be aware of the task and duties they have to manage. Another great part is this software is great to use if your small and only have 1 or 2 projects or if your large and have a great deal of projects going on. Plus the price point is great.

Recommendations to other buyers: No

Outstanding product for small shops to enterprise PMOs

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: With over 30 years of experience in IT project management, in every role from team member/developer to managing multi-national programs, I can say that WorkOtter is one of the best products I have seen.

As a web-based product, WorkOtter is immediately cross-platform solving one of the largest problems faced by large-scale integration or development projects with nearshore and offshore resources.

The interface is simple without being simplistic, and the product is feature rich. WorkOtter offers numerous integrations out of the box, and the pricing can't be beaten.

Two key features I particularly like about this product are the heavy emphasis on templates and the workflows that are built based on practical experience. WorkOtter derives from the knowledge of project professionals.

Keeping Complex Projects Simple, WorkOtter does the Trick.

Apr 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: WorkOtter is an easy to use program to help you keep on top of all your projects.

Customizable to meet your needs depending on the scale of the work involved with multiple goals and objectives to track progress. Users are able to update their progress and statuses so you can see where everyone is in relation to the overall project goal.

The price is great, the features fantastic and it streamlines your complex project into easily manageable pieces that you can adjust as necessary.

Love this.

Fantastic Product for Projects of all Scales

Apr 12, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: I appreciate the integration with Microsoft Project. This allows users to capture necessary detail beyond what a browser based project management tool can offer.

Cons: I would like to be able to group organizations and view metrics such as CPI and SPI for these organizations and sub-organizations. It would also be nice to have integration from costing software such as Deltek Cobra.

Overall: I was introduced to the WorkOtter software as a way to manage the complexities of managing projects with multiple moving pieces in a browser environment. The dashboards are simple to understand and reliably function as intended. For me, reliability of software is an important concern, and this software appears to be reliable.

Having worked on multi billion dollar projects, I can appreciate the need for top level views of performance of various areas, and WorkOtter provides clean and crisp graphics to give project managers and organizational managers the analysis and insight that are needed to maintain a project's budget and scheduling requirements.

One of my favorite parts of the WorkOtter software is the integration with Microsoft Project. The ability to have an immediate graphical representation of the budgetary and scheduling impact of work done in MSP gives valuable insight to project management teams.

Thank you for introducing me to this product. I will be sure to recommend it to my colleagues in need of such software.

Recommendations to other buyers: Overall, this is a fabulous product. It seems well designed and will be well positioned to compete in an ever growing digital marketplace.

Great for IT Organizations

Feb 12, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great reporting, easy configuration, powerful, and positive experience interacting with their support team. It is a tool that helps everyone work together on choosing projects and working the projects. It would be nice if the financial analysis was easier to use.

A Good Product

Feb 05, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I use the software on a regular basis and don't have any complaints. It is straight forward and does what you expect. This is the first cloud PM tool I have used so I don't really know how it compares to others but it does everything I need. I use it when assigned to IT related projects so I can't comment on usage for other departments.

WorkOtter Works!

Jan 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It was easy to setup and simple to use. It is great for a company with people in lots of different places. It also has the ability to restrict access in different ways when projects need to be limited to certain users. We needed to use it in ways that are probably not typical but found their support team to be very helpful. Unlikely other software we are mandated to use, it is nice to have software like this that is user friendly.

Great Product, Great Support

Jan 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We evaluated a lot of different vendors and found WorkOtter (named VPMi at the time of purchase) to be a lot less expensive than the other vendors that met all of our needs. Some of the other vendors had some neat features but we didn't think it was enough to justify the extra costs.

We found the software to be easy for our users to learn which helped a lot with adoption. I think a lot of implementations aren't successful because the product is overly complex.

We also thought the support team was really friendly and knowledgeable.