---
title: "PM Toolbox for Office 365 Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about PM Toolbox for Office 365 Software - reviews, pricing plans, popular comparisons to other Project Management products and more."
source_url: "https://www.capterra.com/p/145470/PM-Toolbox-for-Office-365/"
page_type: "product"
language: "en"
---

# 

 PM Toolbox for Office 365 Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on August 26, 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)[Support](#support)

PM Toolbox for Office 365

## What is PM Toolbox for Office 365?

Web based solution to help businesses efficiently track, plan, and manage projects. Features include timesheet functions and reporting. FULL, DETAILED STATISTICAL REPORTS FULL SUPPORT ON THE LEVEL OF PROJECT METHODOLOGY REVIEW OF EMPLOYEES AND COSTS ONE BY ONE OR ON PROJECT-LEVEL

## What is PM Toolbox for Office 365 used for?

[Project Portfolio Management](https://www.capterra.com/project-portfolio-management-software/)[Other Construction Software](https://www.capterra.com/other-construction-software/)[Construction Management](https://www.capterra.com/construction-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$200

Per Feature, Per Month

Free trial  
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...

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Do you work for PM Toolbox for Office 365?[Manage this product listing](https://www.g2.com/products/pm-toolbox-for-office-365/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.

### PM Toolbox for Office 365

0.0

VS.

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

Starting Price

$200

Per Feature, Per Month

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.5 (6,068)

Value For Money

0.0 (0)

Value For Money

4.3 (4,685)

Customer Service

0.0 (0)

Customer Service

4.4 (4,478)

## PM Toolbox for Office 365 alternatives

[4.5 (2,676)](https://www.capterra.com/p/56250/Procore/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (333)](https://www.capterra.com/p/157262/QuickBase/reviews/)

Starting price

$35.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.5 (122)](https://www.capterra.com/p/176283/Visual-Planning/reviews/)

Starting price

$55.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)

[4.5 (3,552)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$9.00

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/79104/Smartsheet/)

## FAQs about PM Toolbox for Office 365

Overview

### What company size and specific industries is PM Toolbox for Office 365 built for?

PM Toolbox for Office 365 is designed for organizations of all sizes that need project, order, or case management across a wide range of industries. It supports construction, trading, professional services, health care, finance, insurance, government, and non-profit organizations.

Features and Usability

### What are the key features of PM Toolbox for Office 365?

PM Toolbox for Office 365 offers project management features including task management, project planning and scheduling, Gantt/timeline view, Kanban board, milestone tracking, and percent-complete tracking. It also includes resource management, time and expense tracking, timesheet management, document management, file sharing, reporting, budget management, and portfolio management.

Getting Started and Support

### What training and onboarding options does PM Toolbox for Office 365 offer?

PM Toolbox for Office 365 provides webinars and documentation to help teams get started. Webinars support guided training and live instruction, while documentation offers written reference material for self-paced learning, setup checks, and feature lookup as users begin working with the product.

## Features

AI summary

Based on 29,194 Project Management reviews

According to Capterra reviewers, these are the features buyers prioritize most when evaluating project management software:

-   **Deadline Management** (**59%** of reviewers rated this feature as critical)
-   **Project Time Tracking** (**62%**)
-   **Project Time Tracking** (**62%**)

PM Toolbox for Office 365 provides project management functionality within the Office 365 environment, giving teams a way to organize work, coordinate project activities, and manage information in a familiar workspace. Its capabilities can help businesses keep project details centralized, support day-to-day collaboration, and maintain visibility across ongoing work, allowing teams to stay aligned on tasks and project progress.

Bid Management

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Budget Management

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Collaboration Tools

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

Document Management

Store, manage, and track all electronic documents in a centralized location

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

PM Toolbox for Office 365 24 features

### All Features
- Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
- Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Document Management: Store, manage, and track all electronic documents in a centralized location
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
- Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
- Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events")
- Job Costing: Calculate total itemized costs, including initial costs and any changes
- Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow
- Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status
- Percent-Complete Tracking: Level of completion within a task
- 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
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
- Project Tracking: Monitor the progress of projects from start to finish
- Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
- Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects
- Task Management: Create, manage and track all task activities and progression
- 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
- Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

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## Pricing

Free Trial

Free Version

Basic

$200.00

Per Feature,Per Month

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## Support, customer service and training options

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

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