--- title: "Parallax Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Parallax the right Resource Management solution for you? Explore 53 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/232466/Parallax/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-28" --- Parallax 4.4 (53) [View alternatives](https://www.capterra.com/p/232466/Parallax/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 28th, 2026 # Reviews of Parallax Ease of use 4.0 Customer Service 4.8 ## Pros and Cons in Reviews CL Colleen L Director of DeliveryComputer Software, 11 - 50 employeesUsed the software for: 1-2 years. “The ability to see and manipulate our revenue forecast based on the pipeline of work has brought much needed visibility across the leadership team.“ September 10, 2024 EG Emily G Director of Project ManagementComputer Software, 11 - 50 employeesUsed the software for: 1-2 years. “If you are not a daily user, I think Parallax is less intuitive than it could be.“ January 13, 2023 MM Meredith M Project ManagementMarketing and Advertising, 2 - 10 employeesUsed the software for: 1-2 years. “I love how seamlessly it integrates with Harvest time tracking and can create reporting and data based on that information.“ July 11, 2024 EG Emily G Director of Project ManagementComputer Software, 11 - 50 employeesUsed the software for: 1-2 years. “They definitely miss the ease of having that number next to the employee's name!“ January 13, 2023 MM Meredith M Project ManagementMarketing and Advertising, 2 - 10 employeesUsed the software for: 1-2 years. “I love that I have real-time insights to see the Health of all our projects which faciliates conversations how to improve our projects before its too late - we're over budget or timeline is past.“ July 11, 2024 TN Todd N CEOInternet, 11 - 50 employeesUsed the software for: 6-12 months. “The URLs don't capture the state of the interface you're looking at (different insight views, date ranges, etc.), making them useless to bookmark and copy/paste to other people.“ September 7, 2021 MW Marcella W VP of OperationsMarketing and Advertising, 11 - 50 employeesUsed the software for: Less than 6 months. “The benefits are innumerable, but the following are big wins for us.-- Automation: we're saving hours of time each month in resource planning, financial reporting, and forecasting-- Integrations: we were happy to find a solution that integrates with the tools our team currently uses -- Reports: we love having access to real-time reports to make hiring decisions and conduct resource planning “ February 8, 2023 CE Clark E Director of TechnologyComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “The only down side that I run across from time to time is that editing planned hours within the grid can be a little slow and buggy when the tool is attempting to auto-save.“ September 7, 2021 ## Showing most helpful reviews Showing 1-25 of 53 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer Partner & COO Used the software for: 1-3 years ### "Delivers Business Insight" January 19, 2023 5.0 Long onboarding that is totally paying off on a daily basis after getting it fully integrated. Pros Parallax touches every aspect of our business in a meaningful way, so it's very difficult to what I like most, so broadly speaking, I like most that it operates as a hub of information for all teams to feel empowered to drive progress and make insightful data-driven decisions - whether that's departments, client teams, or even individuals figuring out their own resourcing expectations for the week. It drives so much forward. Cons In order for Parallax to meaningfully impact the entire business, it takes a large effort to onboard, build habits, train employees, create new operating rhythms, determine decision-making rights, etc... The juice is worth the squeeze, but you might be really disappointed if you don't identify multiple stakeholders and a good deal of time to work on implementing the tool and operationalizing it withing your organization. Review Source Michael S. COO/Partner Used the software for: 1-3 years ### "Parallax for Utilization Optimization" November 24, 2022 5.0 We are very happy with our decision to use Parallax, and the team of experts and availability of best practices were icing on the cake for an agency like ours. Pros Alignment to how a project and services based agency operates, and the availability of experts and best practices to help us accelerate our maturity. Cons Nothing we don't like. As we request features, they are implemented fairly quickly, which is great. Review Source R Reviewer Project Manager Used the software for: Less than 1 year ### "Solid foundation with a lot of potential " September 8, 2021 3.0 It's good. Our agency has been piloting it for 6 months now, their support team is responsive and takes our feedback seriously. Pros Parallax is shaping up to be a great software for agencies that want to keep a finger on the pulse of financials and resource management. It offers a wide range of different views for financial reporting and gives project managers the ability to book resources depending on teams allocation and availability. Cons There doesn't seem to be a feature to export excel sheets or tables for key information like remaining forecast, effort executed etc. We run a lot of internal reports via google sheets and I have to do a lot of copy and pasting from the dashboard. Review Source R Reviewer CEO Used the software for: 1-3 years ### "Indispensable Software for Services Firms" September 13, 2021 5.0 This is game changing software. The team is amazing, the software is amazing, I literally can't recommend this enough. This is head and shoulders about its competition. Pros Parallax provides top to bottom management of our firm, from integrating with early stage sales, through project & resource management, to financials and project / service ROI and revenue recognition. Cons I love everything about this software, but it would be great to see even further customization around revenue and forecasting, like being able to put in custom close rates and do more forecasting outside of our sales tool. Review Source R Reviewer Director of Project Management Used the software for: 1-3 years ### "Big Parallax fan!" January 16, 2023 5.0 Pros Parallax is a much more robust tool than our organization has ever worked with. I love having insight into the sales pipeline, project profitability across active work, and resourcing and utilization management all in one place. These things were all being managed in disparate places prior to onboarding to Parallax and it was not as easy to get a full view of our state of affairs. We also did not previously have project financials surfaced to the delivery team (accounts and PMs), and this has allowed us to really hone our focus on project profitability in the last year or two. Cons If you are not a daily user, I think Parallax is less intuitive than it could be. I know there are team members of mine who are critical users of Parallax in order for our data to be accurate, but they are not in the tool daily and therefore do not always remember all of the intricacies or nuances necessary to get the job done.A recent update to capacity displays has made it less easy to see an employee's weekly billable capacity, and that's a data point our project planners use on a daily basis. They definitely miss the ease of having that number next to the employee's name! Review Source Brad S. VP, Business Process Used the software for: Less than 1 year ### "Helping us scale" September 15, 2021 5.0 Parallax has helped us cope with a significantly increased workload without performance slowdowns or getting caught flat-footed. It's improved our visibility into the sales pipeline for talent planning purposes. Despite the challenges of implementation and the required tweaks to our operating model, it's a positive experience. Pros Parallax has helped us break away from spreadsheet -based talent planning. It's more stable and reliable than our prior approach and promises to support us well as we grow. Cons There's a significant learning curve for both implementation and daily use. You should plan for a multi-month transition with a dedicated owner to manage the process and be a point person for issue resolution. Ensure your company scopes and sells work in units that align well with Parallax's approach. If not, you may have to change your approach or find many workarounds. Review Source R Reviewer Director of Operations Used the software for: 1-3 years ### "Game changer for agency operations" January 30, 2023 5.0 Pros Before Parallax, our operational processes and tools were manual and siloed. Integrating Parallax into the business has automated and streamlined a complex system into a hub of vital tools and information.A small team with a larger roster of clients and competing deadlines, resource management is critical to our success. The ability to plan project allocations by role/team member per week ensures we are tracking towards our utilization goals and making proactive hires. With a breadth of data and comprehensible reports, Parallax illuminates key insights that inform a range of important business decisions.Last but not least: the customer success team has been an integral part of our Parallax experience. Thank you! Cons Enhancements to the project shaper that allow for copy + paste functionality and the ability to add notes would improve efficiency and ease of use for our team. Review Source R Reviewer Director, Resource Planning and Operations Used the software for: 1-3 years ### "Parallax " April 20, 2023 5.0 Overall, Parallax has been extremely helpful for us. The tool is easy to use and update, and the team is very responsive and helpful in solving for our resource planning and project planning needs. Pros The Parallax tool is critical for our team to track assignments and work across 500 people and 60+ clients. It's easy to use, and they have made a lot of recent updates to improve functionality and UI. The Parallax team is also very responsive and helpful when issues arise, and addresses our questions and concerns quickly and effectively. Cons We'd like to see Parallax connect better with our workforce management tool, and also allow for exporting and sharing data more easily in excel. Review Source MW Marcella W. VP of Operations Used the software for: Less than 1 year ### "Parallax Streamlines our Resource Planning & Improves our Planning Forecasts" February 9, 2023 5.0 Parallax is the unicorn of a software our team's been searching for and they have a great team behind a great product. Pros Parallax has been a game changer for our org. The benefits are innumerable, but the following are big wins for us.-- Automation: we're saving hours of time each month in resource planning, financial reporting, and forecasting-- Integrations: we were happy to find a solution that integrates with the tools our team currently uses -- Reports: we love having access to real-time reports to make hiring decisions and conduct resource planning meetings-- Feature updates: the Parallax team is always improving the tool and looking to incorporate new features -- Great support: the Parallax support team is prompt, available, and ready to help-- Receptive to feedback: the Parallax team welcomes feedback and is genuinely looking for ways to improve their product and customer experience Cons If our team started the software assessment and selection process over, we would select Parallax again. The challenges we've had with the software are minor in the grand scheme of things, however, they are essential to note if you are in the market! -- Implementation was a big push: \[sensitive content hidden\] and the team were very supportive and helpful in getting us on board. They checked in regularly and ensured we had access to the right individuals at Parallax to make the process as smooth as possible. -- Since using the tool, we've noticed a few bugs with the data and some functionality quirks: \[sensitive content hidden\] and the support team are prompt to respond and provide solutions. Review Source BR Bobby R. Sr. Manager Used the software for: Less than 1 year ### "Tough Ramp-up but Already Seeing Benefits" September 3, 2021 4.0 I can already see the benefits of adding the Parallax system to our team. It will be very impactful for quick reporting and real-time data. The ramp-up to get the data in was really rough and my expectation was there would be a dedicated team on the Parallax side to help make the ramp-up easier. There was high-level guidance provided but not many proactive "best practices" based on AG's contracts until I brought them to meetings. Have a more standard approach to evaluating company's contracts and how you can easily add them to Parallax would help go-forward Pros Seeing my staff in one place and tracking their expected hours vs. what is happening real time is very impactful. There are also some savvy reports that we are just starting to dive into which will be instrumental to our organization. Cons Ramp-up was a little tough as the system isn't the easiest to get used to but once I got a hang of it I was flowing through it with ease. The software links Havest hours but my company bills from Harvest and I would like like to see our actual billed revenue vs what we were planning to bill since the data is all there. There are a lot of times where there are bugs which prevents me from making progress on updating the software. Also, it is tedious to update "dates" in Parallax since you have to click through a calendar to choose. Adding hours allocation is also difficult since we typically do not plan daily and a feature where I can add hours daily, weekly or monthly would have made the ramp-up a lot faster Review Source Sam S. Account Manager Used the software for: 1-3 years ### "Good Product to Track the entire team" September 8, 2021 4.0 Pros It is easy to get a good snapshot of the team allocations and easily spot a problem area (over or under allocation) before it happens. Also as the person who does the majority of estimating for project proposals, it has saved me a lot of time in those tasks Cons The integrations between Hubspot and Harvest aren't always seamless, and could be cleaned up a little. Projects that have a long duration and potentially have multiple people that jump in and out that creates a messy project shape Review Source R Reviewer President Used the software for: 1-3 years ### "Persuade " April 11, 2023 5.0 great Pros The user experience is excellent, and the integration to HubSpot is very helpful. Cons Thinking about using it for the global team is challenging due to cost. Review Source Maygen K. Operations Lead Used the software for: Less than 1 year ### "Great team to work with, strong future for the software" September 3, 2021 4.0 Pros i've really enjoyed working with the customer experience team, who are very responsive. i think that we're in the early stages of the software serving 100% of our needs, but once we get there, we'll be able to plan and allocate resources with more knowledge than we've ever had before. Cons as with any newer product, there is always feedback to give and ways to improve. for us, having integrations with harvest and slack work seamlessly, the ability to use some factors to shape and reshape projects automatically, and sort our staff by specific skillsets would be huge helps in our workflow. Review Source R Reviewer Operations Manager Used the software for: Less than 1 year ### "Parallax is swiss-army knife platform for all of your resources and spreadsheets" September 3, 2021 5.0 Pros The UX, the connectivity with our CRM and Harvest, the reports are amazing. We live off of them. The team is always ready to help with a question or challenge. Cons Would like to be able to easily manually remove a person from a shape even if they have logged hours. Review Source Brian H. CFO Used the software for: Less than 1 year ### "A quality, solid, simple PSA" September 9, 2021 5.0 Pros It was fast to implement, it works well with the systems we use already, and it has the majority of the functionality that we desire, at a reasonable price. It has been easy for the team to use thus far. We don't like the idea of a monolithic, bundled ERP that has good integration but poor user experience. This seems to hit a sweet spot, at least for the systems we use. We didn't want to sacrifice user satisfaction for the new functionality. The Parallax team has been enthusiastic and helpful. Cons There are a few things missing that we would really like, in order to not have to export and create reports manually elsewhere, including forecasts vs. budget and other revenue and profitability targets, and a change log report that allows you to see what has changed from previous forecasts, during a specified period. They say they are committed to and working on both of these features. Review Source Derek S. Business Development Used the software for: Less than 1 year ### "Not as helpful as needed from a BD perspective. But promising future. " September 3, 2021 3.0 Pros In concept, this should bridge gaps across the org. Cons Needs to mature and build out feature set. Especially the CRM integrations. Review Source R Reviewer PM Used the software for: Less than 1 year ### "Promising but a bit complicated" September 8, 2021 3.0 Pros I like the variety of views and reports that are possible within the product. Cons The product is not intuitive. There are so many things & options, all in not so obvious locations. Graphs & tables do not have consistent colors across the board and it is hard to locate a key for what everything means. Review Source R Reviewer Director of Finance Used the software for: Less than 1 year ### "Review" September 14, 2021 4.0 So far it's been useful learning the companies projects and whether or not we're meeting our objectives Pros I like the ability to integrate with time recording software to gauge where the project is at in comparison to the estimate. Cons Unsure, I haven't used it long enough or frequently enough to understand the limitations. Review Source Colleen L. Director of Delivery Used the software for: 1-3 years ### "Transforming Tool for Consulting Organization" September 17, 2024 5.0 From our initial conversations to eventual purchase of the tool, the Parallax team has been exceptional. The support we've received and the onboarding process made transitioning to the tool seamless. Pros Parallax has been a great tool for our small consulting organization. The tool has transformed how we resource our team to projects and review utilization. The ability to see and manipulate our revenue forecast based on the pipeline of work has brought much needed visibility across the leadership team. Cons I can't think of anything. The entire experience has been positive and many of my feature requests have already been addressed. Review Source Verified Reviewer VP Client Engagement and Growth Used the software for: 1-3 years ### "We Love Parallax" June 27, 2024 5.0 It's been great. Their customer support is amazing. They really want to help you succeed with their tool and we have seen some of our suggestions implemented as updates. They crowd source for improvement suggestions and you can see which topics are trending high. Pros It solved a lot of the challenges with our past resource and revenue planning tools and better automated them. This is easier for our team members to understand their weekly allocations than our previous solution too. Cons Sometimes the saving, syncing can be laggy. Review Source Jessica D. Director of Operations Used the software for: 1-3 years ### "Parallax has changed our agency!" January 27, 2023 5.0 Pros What I love is that it integrates our data so seamlessly between HubSpot and Harvest. It's a tool that removed quite a bit of manual work across spreadsheets to make our resourcing and forecasting far more powerful and reliable. Cons There's nothing that I dislike about Parallax, there are the usual feature requests with any platform you have where you say, "oh if this just did this" but, they are really amazing at receiving feedback from their users and asking questions and evolving the platform as they grow which is awesome to see! Review Source Patrick M. COO Used the software for: Less than 1 year ### "An indispensable tool for Operations" January 23, 2023 4.0 Learning curve was steep and onboarding effort was high but the outcome has been worth it. We've realized real gains in utilization (and subsequently revenue), it's given the operations team peace of mind that we've got enough people to do the work (even in the pipeline) and it's given leadership insight that we've never had. Pros Parallax provides insight into past, present and FUTURE utilization, revenue, and project risk that we've never had before. We make better decisions and are more informed than we've ever been as an organization in those areas. Cons It is a complex tool that the extremely-well-versed PX team has built to address most of the nuances of agency resourcing and billing. As a result the - the effort (both rote and complex) to get projects and employees set up is substantial the larger the agency (we're 70 people and about as many ongoing projects) - the learning curve to set it up RIGHT is steep, so there will inevitably be some trial and error to get it set up to work best with your organization. Short version, it was 10 months after kickoff before I got complete data out that I trusted. Review Source Nick L. Head of Delivery Used the software for: 1-3 years ### "Parallax enables us to manage our present and plan for our future" January 9, 2023 5.0 Parallax has been an invaluable tool as we've scaled our software consulting business and team to over 65 employees. As Head of Delivery, I use Parallax on a daily basis to review project assignments, evaluate staffing decisions, and analyze capacity & utilization. The product team at Parallax is very engaged with their users and we have seen many new and useful features added to the product after the past year. Early on in our usage of the product we focused on making sure our data in Parallax was a 'source of truth' for the business but now, with the new tools and reports available, we are able to be more proactive in capacity planning and hiring. Pros What makes Parallax so powerful is the breadth and depth of views and reports that are available to you as a user. I can easily view projects and people in parallel or quickly pivot to dive into a single project. There are also reports for digging into utilization, capacity, and hiring forecasts that enable many different ways to slice the data. Parallax does a great job of enabling filtering and searching through many dimensions on all pages and reports so that it can handle the high variety of use cases that are involved with project and staffing management. Cons There is a learning curve to the terminology used in the various reports and dashboards. As someone who was new to many of the concepts, I had to frequently remind myself how to interpret the results of a report and which fields were the most relevant to my query. Because the reports and dashboards aren't entirely intuitive to a new user, this has also been a challenge to scaling use of the product across our organization. That said, once we gained some in-house experts on the software, it became much easier to train people and drive adoption. Review Source R Reviewer Senior Product Manager Used the software for: Less than 1 year ### "Powerhouse PSA Tool" January 6, 2023 5.0 Our problem was that we had lots of different softwares that gave us information that could useful, but no way to congregate the data into one place that could synthesize it and help us make decisions. Previously we used a spreadsheet to track our team's allocation and Parallax's resource allocation has been a game changer. We now are able to see who needs work or is overworked and what projects are coming down the pipeline very easily to make sure we remain well staffed and our team is allocated properly. Pros The features in Parallax that are the most impactful were how the product seamless integrates all of our systems into a viewpoint that allows us to leverage that data to make decisions. It allowed us to use our sales pipeline, current active projects, and staff to plan and forecast efficiently. We also really enjoyed working with the team at Parallax. They were consistent, knowledgeable and incredibly easy to work with. Cons Integration with Parallax was very seamless. One thing that we would like to see is the ability to add notes or comments on items throughout Parallax. Sometimes it is helpful to add quick comments or notes to projects or the sales pipeline to keep track of things that were discussed in and out of meetings. Review Source R Reviewer Technology Director Used the software for: Less than 1 year ### "Not intuitive but critical for resource management" September 15, 2021 4.0 Overall, it's an improvement over Forecast (our previous tool), but performance and ease of use are somewhat prohibitive to rolling this out to the rest of the team for heavier adoption. Despite having so many users, only a few of the people on the team have been able to really use the tools effectively without intensive onboarding. Pros Primarily use this for resource management and to solve open resource needs. Cons Often very very slow when looking at large projects or large team views. Some quirks with timeline view. Wish you could add notes for open resources or formalize resource requests in more meaningful ways. Often defaults to views based on quarter and I have to repeat efforts to set my filters. When the team and project sizes get larger, this becomes a problem. 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