Portfolio Management

Build a Roadmap

Portfolios show you your top projects on a timeline as well as the supply vs demand of resources for capacity planning.

What If Scenarios

Need to free up resources?  Delay a project?  Drag and drop projects in the portfolio to try out "What-If" scenarios.

Drive Business Value

Projects can be scored for business value and together with our financials provide a powerful basis for reporting.

Project Management

Your Project - Your Way

Use elegant built-in Gantt and Kanban or Sync with your favorite apps like MS Project, JIRA, Excel, or ProjectLibre.  

Manage All Aspects

Built in Issues, Risks, Changes, Status Updates, Financials, and More.

Alert and Notifications

Get emails and notifications.  Setup alerts.  Manage documents.  WorkOtter keeps your teams glued together without endless meetings.

Resource Management

Maximize Resources

Resource managers can field ASK requests from PMs and have there own dashboard and tools to staff the right people at the right time.

Balance the Load

Move assignments from over-utilized staff to those with availability.

Capacity Demand and Planning

Determine what you can accomplish with existing resources or assess additional needs for committed projects.

Reports & Dashboards

Easy to Use

Run and adjust reports/dashboard for out-of-the-box or custom metrics.

Easy to Customize and Distribute

Personalize dashboards and reports by company, department, or users and easily distribute to internal or external stake holders.

60+ Preconfigured Reports

Use industry best-practice reports to discover new insights and see how leading companies are performing PPM.


Run and adjust reports/dashboard for out-of-the-box or custom metrics.

Synchronize data between applications to allow departments to continue to use the tools they love while still seeing the big picture in WorkOtter.


Create users and give permissions by role, projects and more. Secure, single sign-on means no passwords for your users.

We built our own Virtual Private Cloud to maximize performance and security.  Banking grade, non-open source SSL encryption and SOC1 and SOC2 Certified.

Let's Discuss your Vision

Choose WorkOtter


Consecutive Years on Gartner's Magic Quadrent


Ranking on Garnter's Software Advice for Project Management Software 2020


Companies that are Shopping for a PPM End Up Moving Forward with WorkOtter


Capterra Stars / Reviews 
(Out of 5 Stars)

What Our Otter's Have to Say (Testimonials)

“Fits my organizations projects like a glove”

Overall: It was easy to work with the engineer from Workotter to personalize our software and dashboards to the needs of my company. The 30 days implementation plan gave us the peace of mind and enough time to get acquainted with the system while knowing assistance is always at hand. The support team has been excellent so far and very knowledgeable when I contact them.

Pros: I love that the software personalized to my company's projects. It also syncs easily to Microsoft excel which enables me to work on excel when I want to and easily transfers into the software. In a world of team collaboration, this software does a fantastic job.

Cons: None so far. Everything has been working great since we started using it.

Switched From: Clarity PPM

Reasons for Switching to WorkOtter: We needed a PPM that was easy to use, more interactive and personalized to our projects

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Tope S.
PMO Consultant
Management Consulting, 201-500 employees

“WorkOtter to WorkBetter!”

Overall: WorkOtter has been a pleasure to work with! It is extremely user friendly for our most tech-savvy employees to those who struggle with new technology. I highly recommend this software for project management needs.

Pros: Everyone at my company loves WorkOtter! It has been a great addition to organize and properly resource our tasks and projects. The sandbox is a great resource to plan out future possibilities and move tasks around as needed. I especially love how the dashboards can be customized per user, giving everyone exactly what they need in one easy to use dashboard. The animations integrated with the dashboard is a wonderful bonus and the perfect way to view all the data. Another nice feature with the dashboards is that it categorizes urgent tasks so I'm not sifting through a lot of information to get to the important tasks for the day. This software is perfect for individual users and integrates perfectly for team use across the board!

Cons: We have no complaints so far with the use of this software, it's been great!

Alternatives Considered: Changepoint Project Portfolio Management (Daptiv) and Workfront

Cheryl W.
Program Coordinator
Environmental Services, 51-200 employees

“Platform to grow with”

Overall: Great experience! The 30-day implementation plan launched us into using WorkOtter effectively and helped us grow into the tools and capabilities. The support team is fabulous and invested in our success.

Pros: I love this product for it's gorgeous, easy-to-use dashboards. It's so customizable and intuitive in matters of personalization. You can tell that visual displays of data and reports are important to the developers. The resource management tools are also very helpful, both for planning and post-mortem. The predictive portfolio timeline features is a great tool for allocating work to different teams or people, and it's easy to compare actual hours worked with forecasts, in order to better predict in the future.

Alternatives Considered: Mavenlink and Clarity

Reasons for Choosing WorkOtter: The interactive dashboards were a key tool we were looking for and we were also very drawn by the personalized training and implementation plans for onboarding since that was our biggest concern.

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Amelia N.
Project Manager

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WorkOtter is a simpler, less expensive, and completely secure solution for PMOs and Project Managers. We have all the features you need at a fraction of the cost.

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Our WorkOtter Clients...

... and the Experts Agree - WorkOtter is Tops

WorkOtterTM is Gartner's 2022 #1 Ranked for 
Ease of Use (Project & Resource Management)

“WorkOtter is the #1 Cloud Project Management Solution for Usability - Period.” 
– Gartner’s SoftwareAdvice 2022 

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Quick Overview of how WorkOtter Helps Manage Projects, Resources & Portfolios