Online Project Portfolio Management Software

If it’s the right fit, project and portfolio management software (PPM) has the potential to transform your company into a disruptive force. On the other hand, choosing the wrong PPM software can slow progress and cause real headaches (not to mention all the $ spent). WorkOtter got into the PPM game as an alternative to other bulky, and prohibitively expensive tools. Our simpler, more sensible, and more secure approach can help cut out the chaos, and push your business towards steady, sustainable growth.

Project & Portfolio Management Software

How Can We Help Your Business Grow?



Quickly and easily setup and adjust your project workflow with WorkOtter. Customize your workflow rules to match your specific needs, and take advantage of our workflow features:

  • Pre-project Requests or Service Requests
  • Templates (turn projects into templates with the click of a button)
  • Interactive workflow map shows where your projects are, and where they will go next
  • Filter map to see projects by customer or strategyConfigure Networks
  • Define your project phases, view a what-if analysis, and finish projects ahead of schedule


Are we using our resources wisely? Are we ready to start this new project? Do the projects we undertake fit with our goals? Are critical projects getting done on time and on budget? These are the questions every business has. The ability to accurately answer these questions, and act on that data is essential. WorkOtter has dozens of dashboards that:

  • Display 15 chart types (with drill downs)
  • Can be easily sent to people outside of your organization (with no additional cost)
  • Download to almost any format you can think of (Word, Excel, CSV, XML, PDF, and more)
  • Report on information from all areas of your WorkOtter site
  • Can be easily customized
  • Manage who can edit, filter, view and build

WorkOtter dashboards save time, impress stakeholders, and give you the knowledge you need to grow your business.



Successful project portfolio management requires flexibility in how projects are organized. Over 20 years ago, WorkOtter developed the first true Program Management system. Since then, we have only built on this groundbreaking system. Our programs and portfolios allow you to rollup projects so you can coordinate them together, and create a detailed picture of your strategic roadmap. Outline where you want to go and see exactly how to get there. When you group projects together, you can:

  • Get a big picture view with our interactive dashboards
  • Create program and portfolio-level issues, scope changes, action items, risks, etc.
  • Place the same projects in multiple programs and portfolios
  • Set a priority for each project


If you don’t have enough of the right resources (roles and proficiencies) at the right time, it is impossible to keep growing. WorkOtter makes resource management simple:

  • See your supply and demand (with “What If” forecasting)
  • Get a picture of where time is being spent
  • Forecast years ahead (and act accordingly)
  • View forecasting data by role or individual
Online Project Portfolio Management Software

Every WorkOtter Account Includes (No Extra Charge)

Private Cloud Services

WorkOtter is hosted in a top tier, all steel frame, secure building. It is one of the largest facilities in the central United States. We designed our own cloud once we realized that public commercial clouds were slower, less secure, and more susceptible to performance issues.

Secured Data

WorkOtter utilizes banking grade, non open source SSL encryption and is SOC2 (formerly SSAE -16 and SAS70) and U.S. Department of Commerce Safe Harbor Certified. We use only Oracle database services for further security, performance and up-time.

24/7 Support

As good as WorkOtter is, our personal support is better. You may not think that is very important if you are researching vendors, but we (and our customers) assure you – your implementation depends as much on the software features as the company that stands behind it.