# Parallax Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> 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: https://www.capterra.com/p/232466/Parallax/reviews/

---

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 June 3rd, 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

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

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

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

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

AS

Aaron S

Project ManagerDesign, 11 - 50 employeesUsed the software for: Less than 6 months.

“We often look at the assignments view as a group, and needing to go back into individual projects to make changes is a big hassle, often requiring multiple tabs/screens.“

September 2, 2021

CL

Colleen L

Director of DeliveryComputer Software, 11 - 50 employeesUsed the software for: 1-2 years.

“Parallax has been a great tool for our small consulting organization.“

September 10, 2024

JW

Joseph W

Technology DirectorInternet, 51 - 200 employeesUsed the software for: 6-12 months.

“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.“

September 14, 2021

## Showing most helpful reviews

Showing 1-25 of 53 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Matt O.  
Partner & COO  
Marketing and Advertising  
Used the software for: 1-2 years

### "Delivers Business Insight"

January 17, 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

Response from Right Team

January 19, 2023

Thanks so much for the positive review Matt! We really appreciate the effort and thoughtful feedback. We're working hard on continuing to streamline and improve the onboarding process. We'd love dig in deeper and better understand how we could improve, even if its just about setting better expectations. We'll be reaching out for sure! Thanks again for being such an awesome partner and advocate!

MS

Mike S.  
COO/Partner  
Information Technology and Services  
Used the software for: 1-2 years

### "Parallax for Utilization Optimization"

November 17, 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.

Switched from

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

We needed more horsepower and automation

Review Source

Response from Right Team

December 17, 2022

Wow, thank you so much for the kind words Mike. We're stoked that you have been happy with the decision and are seeing value in the product and the team. As always, please reach out with any additional comments or support needed. We're here to help!

JS

Jordan S.  
Project Manager  
Computer Software  
Used the software for: Less than 6 months

### "Solid foundation with a lot of potential "

September 7, 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

Response from Right Team

September 10, 2021

Thank for the feedback Jordan. It's great to hear that you are seeing value in the project level accounting and resource management features in Parallax. We'd love to know which insights you'd like export as some of the reports already support that functionality. Its possible that we can get you what you're looking for today! Thanks again for your feedback.

DB

Dustin B.  
CEO  
Information Technology and Services  
Used the software for: 1-2 years

### "Indispensable Software for Services Firms"

September 10, 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.

Reason for choosing Parallax

Parallax provided a comprehensive solution that replaced a bunch of other tools and spreadsheets we'd cobbled together or looked at. The Parallax team deeply understands the resourcing challenges a services firm has, in ways that other tools either ignore or get wrong.

Review Source

Response from Right Team

September 13, 2021

Thank you so much for the kind review and feedback Dustin! You all are the best. We're so happy that you are seeing value in the product and welcome your continued insights on how Parallax can continue to improve. Keep it coming! Thanks again.

EG

Emily G.  
Director of Project Management  
Computer Software  
Used the software for: 1-2 years

### "Big Parallax fan!"

January 13, 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

Response from Right Team

January 18, 2023

We're big fans of you and your team as well! Thanks so much for taking the time to leave such a positive review. It means the world to us to know we've been able to help your team improve resource planning and forecasting. Our CS team has seen this feedback as well and will do what we can to help continue to drive meaningful adoption. We love this kind of feedback, so please, keep it coming! Thanks again

BS

Brad S.  
VP, Business Process  
Design  
Used the software for: 6-12 months

### "Helping us scale"

September 14, 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

Response from Right Team

September 15, 2021

Thank you so much for the kind review and feedback Brad! We're excited to hear that Parallax has been able to provide more clarity around resource and talent planning. Your point around adoption is also well taken and something we will continue to try and improve on in the future. Change is hard and it is important to acknowledge that up front. I think we could do a better job not only helping our customers across the "chasm of despair" that sometimes comes along with organizational change, but also setting expectations related to the timeline and effort. Thanks so much for your continued partnership!

JB

Jaimie B.  
Director of Operations  
Marketing and Advertising  
Used the software for: 1-2 years

### "Game changer for agency operations"

January 19, 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

Response from Right Team

February 1, 2023

Hey Jaimie, thank you for taking the time to give us such a positive review! It so rewarding to hear that we've been able to provide some additional clarity and confidence to you and the team. And from the CS team, THANK YOU! I should also mention that NOTES was recently added to the project and role views! We'd love to hear your feedback. Thanks again for your support and partnership.

CW

Cara W.  
Director, Resource Planning and Operations  
Marketing and Advertising  
Used the software for: 1-2 years

### "Parallax "

April 18, 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

Response from Right Team

May 3, 2023

Thank you so much for the positive review Cara! You and your team have been incredible partners for us and we look forward to continuing to work together as you grow! Please keep the feedback coming.

MW

Marcella W.  
VP of Operations  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Parallax Streamlines our Resource Planning & Improves our Planning Forecasts"

February 8, 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

Response from Right Team

April 10, 2023

Thank you so much for the kind and thoughtful review Marcella! The team on our end has really enjoyed working with you and your team. It makes our day to hear that we've been able to provide value via the platform, and especially grateful that you see value in the team! We look forward to our continued partnership. Thanks again!

RR

Robert R.  
Sr. Manager  
Accounting  
Used the software for: Less than 6 months

### "Tough Ramp-up but Already Seeing Benefits"

September 2, 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

Response from Right Team

September 10, 2021

Thank you for your feedback Robert. We're happy to hear that you are seeing value in the real-time data and insights. Regarding your feedback on the onboarding process. We'd love to hear more. We're actively working on improvements to the process including better documentation of best practices and standard use cases. We're hopeful that will help smooth out adoption as much as possible in the future. Thanks for being patient with us!

SS

Sam S.  
Account Manager  
Computer Software  
Used the software for: 1-2 years

### "Good Product to Track the entire team"

September 7, 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

Reason for choosing Parallax

I don't remember that other products that we looked at, but some of the biggest things that stood out was the leadership coming from an agency similar to ours which gave us confidence in the direction of new features. Also, the willingness to accept feedback and dedication to getting it right for each customer

Review Source

Response from Right Team

September 10, 2021

Thank you for the feedback Sam. We're happy to hear that we've been able to save time and help you get ahead of some of those resource challenges. As for the challenges with longer projects, we'd love to hear more. One of our crack CS folks will reach out asap! Thanks again.

JO

John O.  
President  
Computer Software  
Used the software for: 1-2 years

### "Persuade "

April 10, 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

Response from Right Team

April 11, 2023

Thank you so much for the positive review John. It's great to hear that you and your team see value in the user experience as that has been a core focus for our team as well. As always, please keep the feedback coming, especially as your team grows as we want to grow with you!

MK

Maygen K.  
Operations Lead  
Consumer Services  
Used the software for: Less than 6 months

### "Great team to work with, strong future for the software"

September 2, 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

Response from Right Team

September 10, 2021

Thank you for the feedback Maygen. We've really enjoyed working with you and your team as well and look forward to addressing even more of your needs in the future. As always, please feel free to submit feedback and suggestions via the feedback tool in Parallax or simply reach out to our CS team. We're happy to help!

MK

Maxwell K.  
Operations Manager  
Market Research  
Used the software for: 6-12 months

### "Parallax is swiss-army knife platform for all of your resources and spreadsheets"

September 2, 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

Response from Right Team

September 10, 2021

Thank you so much for the gracious review Maxwell! This one made my day. There is a way to remove employees from projects, even if they have logged hours. Shoot us a note and we'll show you how its done!

BH

Brian H.  
CFO  
Information Technology and Services  
Used the software for: Less than 6 months

### "A quality, solid, simple PSA"

September 8, 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.

Reason for choosing Parallax

Simplicity, UI/UX, and easy integration with tools the team already uses and enjoys.

Review Source

Response from Right Team

September 10, 2021

Thank you very much for the review Brian! We're happy to hear that the implementation process was smooth and aligned with your existing tools and processes. As you mentioned we're also working on an update that will be released very soon that will support important new features like change long, scenario planning, and improved insights across the board. Thanks again for the feedback!

DS

Derek S.  
Business Development  
Information Technology and Services  
Used the software for: 6-12 months

### "Not as helpful as needed from a BD perspective. But promising future. "

September 2, 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

Response from Right Team

September 10, 2021

Thanks for the feedback Derek. We'd love to learn more about the gaps you're seeing to see if we have plans to address them and if not, add solutions to our roadmap. We'll reach out and find some time to connect. Thanks again for your feedback.

TK

Toni K.  
PM  
Computer Software  
Used the software for: 6-12 months

### "Promising but a bit complicated"

September 7, 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

Response from Right Team

September 10, 2021

Thank you for your feedback Toni. We're happy to hear you see value in variety of insights and reports. We agree that the overall UI, especially related to insights, could be better. In fact, we're actively working on improvements to the design pattern library for insights specifically. We'll be sure to reach out with updates as we progress! Thanks again.

MD

Mitch D.  
Director of Finance  
Computer Software  
Used the software for: Less than 6 months

### "Review"

September 13, 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

Response from Right Team

September 14, 2021

Thank you for the feedback Mitch! We are happy to hear that having the ability to compare actuals to estimates and make more real-time adjustments has proven valuable. We look forward to your continued feedback and partnership! Thanks again.

CL

Colleen L.  
Director of Delivery  
Computer Software  
Used the software for: 1-2 years

### "Transforming Tool for Consulting Organization"

September 10, 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.

Switched from

[NetSuite SuiteProjects Pro](https://www.capterra.com/p/153572/NetSuite-OpenAir/)

OpenAir was extremely difficult to use and did not provide the data we needed to be successful.

Review Source

VR

Verified Reviewer  
VP Client Engagement and Growth  
Marketing and Advertising  
Used the software for: 1-2 years

### "We Love Parallax"

June 21, 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.

Switched from

[Forecast](https://www.capterra.com/p/166339/Forecast/)[Price&Cost](https://www.capterra.com/p/162604/Price-Cost/)

Price&Cost was very buggy and the plans didn't integrate into Forecast. Forecast was not easy to modify plans as the project progressed and didn't have any integration with our time tracking to monitor our progress and help us adjust.

Review Source

DM

Danielle M.  
Senior Product Manager  
Computer Software  
Used the software for: 6-12 months

### "Powerhouse PSA Tool"

January 5, 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.

Alternatives considered

[Kantata](https://www.capterra.com/p/110832/kantata/)[Mosaic](https://www.capterra.com/p/166936/Mosaic/)[Float](https://www.capterra.com/p/136078/Float/)[monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[Forecast](https://www.capterra.com/p/138122/Forecast-it/)

Reason for choosing Parallax

Pricing and the connection with the Parallax team. We did not find the same commitment to our success or the level of responsiveness from other teams.

Switched from

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

We chose Parallax because of their team. It felt like they were invested in our success and we really enjoyed working with them. The product also gave us everything that we needed and more to grow and succeed.

Review Source

Response from Right Team

January 6, 2023

Thank you so much for the kind review Danielle! We're having a blast working with you and your team. And side note... er, speaking of notes, we will be rolling out the ability to leave notes and comments within Parallax later this month! Stay tuned!

PM

Patrick M.  
COO  
Internet  
Used the software for: 6-12 months

### "An indispensable tool for Operations"

January 20, 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.

Alternatives considered

[Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)

Reason for choosing Parallax

It came down to doing things the way we had been, which was better than nothing but not a step forward, or completely changing out our broader infrastructure (ticketing, task management, time tracking) for a more all-in-one tool. Ultimately PX's approach of "keep using the tools you like and PX will fill the gap better than an All in one" won out.

Switched from

[Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)

PX promised a robust tool that would give us 500% more data and insight for only 50% more effort.

Review Source

Response from Right Team

February 1, 2023

Thank you for taking the time to leave such a thorough and thoughtful review of Parallax. We're excited to hear that you are seeing value in the insights being provided, especially as it relates to future forecasting! We're continuously working on streamlining and improving the onboarding and implementation process. Please keep the feedback coming, especially if there are specific ideas that you think would flatten out the learning curve. Thanks again for your support and partnership.

JW

Joseph W.  
Technology Director  
Internet  
Used the software for: 6-12 months

### "Not intuitive but critical for resource management"

September 14, 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.

Switched from

[Forecast](https://www.capterra.com/p/166339/Forecast/)

Company decision to better align sales tools with forecasting

Review Source

Response from Right Team

September 15, 2021

Thank you for your feedback Joseph. We're happy to hear that Parallax has proved to be an improvement over your previous tool set. We are continuously working on improvements to performance and usability, for example we will be able to support change log and notes in the near future, but understand your team has struggled to adopt Parallax more broadly while waiting for these updates. We'd love to learn more about how you would prioritize those changes. To that end, we have reached out to see if we can find some time to dig a bit deeper with your team. In the meantime, feel free to share more feedback directly. Thank you very much for your partnership and patience!

NL

Nick L.  
Head of Delivery  
Computer Software  
Used the software for: 1-2 years

### "Parallax enables us to manage our present and plan for our future"

January 6, 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.

Switched from

[Forecast](https://www.capterra.com/p/166339/Forecast/)

Forecast had useful tools for tracking project assignments but it didn't serve our needs for capacity analysis, pipeline projects, and hiring forecasts. Parallax is a great 'source of truth' and is highly configurable to our required use cases.

Review Source

Response from Right Team

January 9, 2023

Nick, thank you very much for the thoughtful review. We're very happy to hear that you are seeing value in the product, feel the engagement from our team and are enjoying the most recent product updates. Please keep the feedback coming! We love learning from our customers, especially when that feedback improves the experience for everyone! Thanks again for your partnership and support.

Jessica C.  
Director of Operations  
Marketing and Advertising  
Used the software for: 1-2 years

### "Parallax has changed our agency!"

January 26, 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!

Alternatives considered

[Forecast](https://www.capterra.com/p/166339/Forecast/)[Forecast](https://www.capterra.com/p/138122/Forecast-it/)

Reason for choosing Parallax

It integrated so seamlessly with existing platforms we had and we believe in what \[sensitive content hidden\] are creating and growing!

Review Source

Response from Right Team

January 27, 2023

Thank you so much for the kind words and positive review Jessica. Its so great to hear that you've been able to drop some of the manual work and are feeling more confident in your forecasts. That's exactly the goal! Please keep those "oh if this just did this" feedback coming and we'll do our best to address those wishes with future enhancements. Thanks again for your support and partnership.

Similar Products

Featured

## Related categories

[Resource Management](https://www.capterra.com/resource-management-software/)[Professional Services Automation](https://www.capterra.com/professional-services-automation-software/)[Project Tracking](https://www.capterra.com/project-tracking-software/)

## Send me user reviews about this product

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.