---
title: "OFFOLIO Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about OFFOLIO Software - reviews, pricing plans, popular comparisons to other Project Planning products and more."
source_url: "https://www.capterra.com/p/10009029/OFFOLIO/"
page_type: "product"
language: "en"
---

# 

 OFFOLIO Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

OFFOLIO

## What is OFFOLIO?

OFFOLIO is an AI-powered project portfolio planning platform built for organizations managing complex, interdependent projects. It gives PMOs, project leaders and operational decision-makers a consolidated view of projects, resources, priorities and constraints, so they can identify bottlenecks earlier, test scenarios and arbitrate with reliable data. OFFOLIO automates planning, challenges existing schedules and helps teams anticipate delivery risks before they impact deadlines, budgets or commitments. The result: more reliable portfolios, faster decisions, better resource allocation and stronger control over project delivery.

## What is OFFOLIO used for?

[Project Portfolio Management](https://www.capterra.com/project-portfolio-management-software/)[IT Project Management](https://www.capterra.com/it-project-management-software/)[Strategic Planning](https://www.capterra.com/strategic-planning-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

€70

Per User, Per Month

Free trial  
not available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for OFFOLIO?[Manage this product listing](https://www.g2.com/products/offolio/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### OFFOLIO

5.0 (1)

VS.

[4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

€70

Per User, Per Month

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (1)

Ease Of Use

4.5 (12,303)

Value For Money

4.0 (1)

Value For Money

4.3 (8,861)

Customer Service

5.0 (1)

Customer Service

4.4 (7,959)

## OFFOLIO alternatives

[Asana](https://www.capterra.com/p/184581/Asana-PM/)

[4.5 (13,703)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting price

$10.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/184581/Asana-PM/)

[Jira](https://www.capterra.com/p/19319/JIRA/)

[4.4 (15,489)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting price

$7.91

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/19319/JIRA/)

[Wrike](https://www.capterra.com/p/76113/Wrike/)

[4.4 (3,040)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/76113/Wrike/)

[ClickUp](https://www.capterra.com/p/158833/ClickUp/)

[4.6 (4,631)](https://www.capterra.com/p/158833/ClickUp/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/158833/ClickUp/)

## FAQs about OFFOLIO

Overview

### What company size and specific industries is OFFOLIO built for?

OFFOLIO is designed for large industrial enterprises and mid-sized companies, especially multi-site and project-intensive organizations. It is built for energy, infrastructure, engineering, and construction companies, as well as public and semi-public organizations that need support for complex operations and coordination across locations.

Features and Usability

### What are the key features of OFFOLIO?

OFFOLIO offers project management features such as task management, project planning, multiple projects, milestone tracking, and Gantt/timeline view. It also includes time and expense tracking, budgeting/forecasting, resource allocation and planning, workflow management, reporting and analytics, dashboard views, and third-party integrations.

Integrations

### Which third-party tools and platforms does OFFOLIO integrate with?

OFFOLIO integrates with 8 third-party tools and platforms, including Microsoft 365, Microsoft Excel, Microsoft Outlook, Microsoft Power BI, Oracle Primavera Cloud, Planisware Enterprise, Planisware Orchestra, and STARLIMS. These integrations cover productivity, analytics, project portfolio management, and laboratory data workflows.

Getting Started and Support

### What training and onboarding options does OFFOLIO offer?

OFFOLIO provides in-person training, live online sessions, documentation, and videos to help teams get started. In-person training supports direct instruction, live online sessions allow guided setup remotely, documentation offers written reference material, and videos provide self-paced walkthroughs for learning product features.

Getting Started and Support

### What customer support options does OFFOLIO offer?

OFFOLIO provides email/help desk, phone support, and chat. No reviewer feedback on support is available, so user experience details such as response speed, helpfulness, or common frustrations cannot be stated from the catalog data.

## Features

AI summary

Based on 1,171 Project Planning reviews

Capterra data shows that buyers of Project Portfolio Management software rank the following features as their top priorities:

-   **Progress Tracking** (**76%** of reviewers rated this feature as critical)
-   **API** (**89%**)
-   **Workflow Management** (**80%**)

OFFOLIO supports all three of the features reviewers rate most important: **Progress Tracking**, **API**, and **Workflow Management**. Together, these capabilities help businesses monitor project status in real time, connect the system with other tools, and manage repeatable processes more efficiently, allowing teams to keep portfolios on track and make better planning decisions.

Workflow Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

Collaboration Tools

3.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Provides a channel for team members to share AI models, media files, communicate, and work together

Multiple Projects

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Ability to handle several projects simultaneously

Prioritization

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Arrange tasks based on the level of priority or urgency

Task Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Task Progress Tracking

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track the status and progress of tasks

OFFOLIO 46 features

### All Features
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- API: Application programming interface that allows for integration with other systems/databases
- Assignment Management: Assign issues and tasks based on availability or required skills
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Change Management: Track and monitor efficient handling of all changes/transitions
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Customizable Reports: Alter the layout and content of reports
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Visualization: Graphical representation of data
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
- Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status
- Multiple Projects: Ability to handle several projects simultaneously
- Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
- Prioritization: Arrange tasks based on the level of priority or urgency
- Progress Reports: Document and report the progress of ongoing projects
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Planning: Organize and schedule projects
- Project Templates: Pre-designed project plans that can be customized
- Project Time Tracking: Measure time to completion or hours worked for projects
- Project Tracking: Monitor the progress of projects from start to finish
- Project Workflow: Create, manage, or update project workflows.
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Real-Time Data: Receive data and information in real time
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development
- Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks
- Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Timesheet Management: Track the amount of time spent on a job or task
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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We can help you find the software with the features you need.

Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

4.0 (1)

Free Version

Basic

€70.00

Per User,Per Month

Value for money

4.0 (1)

4.0

Based on 1 reviews

## Integrations

[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[

Oracle Primavera Cloud](https://www.capterra.com/p/145503/Oracle-Primavera/)[

Planisware Orchestra](https://www.capterra.com/p/146320/Planisware-Orchestra/)[

STARLIMS](https://www.capterra.com/p/8940/STARLIMS/)[

Planisware Enterprise](https://www.capterra.com/p/72483/Planisware/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

HM

Hussain M.

Vice president

Business Supplies and Equipment

### "Review Offolio"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 19, 2024

Wonderful. It helped us executing projects on time and saving costs.

Pros

It is complete software for a project. It had each and every field and it can be used as tools to successfully execute projects

Cons

Too tedious. Needed good training to successfully operate this software

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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