Tour WorkOtter’s SaaS PPM Software

It is time to bring together your teams , management, and clients . WorkOtter will quickly enable best practices to automate project, resource, and portfolio management (and make your PMO and you look BRILLIANT).


Manage multiple projects in a consolidated roadmap. Understand hour resource constraints and Drag & Drop for "What If?" scenario planning. When satisfied with your portfolio planning simply submit (or undo and go back to the live data).

Broad Visibility

Manage and optimize many kinds of project and program groupings, including project, IT service, product and application portfolios.

Lightweight Process

Captures requests, prioritizes projects, simplifies decision making, manages projects, and provides post-project assessments.

Strategic Planning

Understand how different hiring and budget options will affect future project completions.


Early in our history we decided the best dashboards are ones designed by real clients over many years. Today 20 years later we have nearly 200 professional reports/dashboards designed by and for clients like you. Furthermore, our dashboard visual designer allows full build/customization and makes PMO reporting FUN!

Easy to Use

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

Over 100 Pre-configured Dashboards/Reports

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

Easy to Customize and Distribute

Personalize dashboards and reports by company, department, or users and easily distribute to internal or external stakeholders

Is WorkOtter right for your business? Let's discuss today.


Capacity planning is the key to reaching your full potential (and impossible with spreadsheets and task oriented tools). WorkOtter gives your teams a simple way to forecast and provides clear supply vs. demand reporting so you know who to hire, when to start, and when projects will finish.

Maximize Resources

Top-down and bottom-up visibility allows comprehensive What-If Scenario planning to ensure resources are used most productively.

Balance the Load

Move assignments from over utilized staff to those with availability.

Capacity and Demand Planning

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

Improve Performance

Assign tasks suited to skills, provide clear expectations, track time, and provide team feedback along the way


With any PPM software, how much the project management is used/loved determines the success (or failure) of your implementation (and your PMO). WorkOtter works with JIRA, MS Project, Excel, Project Libre as well as our own built in Gantt, Kanban, Agile/burndown, and other tools to make every project manager happy.

Powerful Features

Gives project managers extensive features to streamline project planning track tasks, risks, milestones, deliverables, and interdependencies.

Publish Project Schedules

Make project details visible to every stakeholder to identify and fix issues before impacting the portfolio.

Alert and Notifications

Notifications are sent to responsible parties for resolution and to keep everyone in the loop


The ability to plan and deliver projects not clearly understood/defined lends itself to agile. WorkOtter has class leading integration with JIRA and internal tools for release management, scrums, sprints, stories, use cases, and more. Kanban and backlog management are provided for simple planning as well.

Fewer Rogue Projects

Project can’t hide so they go through the lightweight governance process to make sure people aren’t working on low-priority projects.

Automatic Two-way Data Syncing

Changes made in one system are reflected in the other to make sure everyone is sees everything.

Better Resource Management

Visibility into Agile tool data ensures resource management can be done with complete information.


WorkOtter has simple yet comprehensive financials including Labor vs Non-Labor, CapEX vs OPEX, Billable vs Non-Billable, Quote vs Actual, and more. You can even send requests to managers for estimates and build business cases seamlessly in WorkOtter.

Stay on-Budget

Keep every project on-time and on-budget. Monitor time, expenses, and budgets.

Strategic Spending

Map your spending to strategic goals. Connect costs to delivered value. Justify headcount and expenses.

Financial Reporting

Report on estimates vs. actuals, budgeting, forecasting, and costs vs. benefits


WorkOtter integrates with all your favorite tools for a complete best of breed solution. Full 2-way integrations with JIRA, MS Project, Project Libre, and Excel. Document integration with Box, One Drive (Sharepoint), Google Drive, and DropBox. Calendar integration with Outlook or iCalendar. Reporting and output to Excel, CSV, Word, and PDF. We bring all your favorite tools together in one simple PPM everyone will love.


Seamlessly integrate with the tools you already use such as Microsoft Project, Jira, Box, Dropbox, Google Drive and more.

Share Data

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

project management software list 2019


Security, availability, and continuity are important to any cloud provider but especially important to a provider with your future plans. WorkOtter is the only provider that maintains their own virtual private cloud (we own all our own servers/infrastructure) and host in a United States Federally Operated Data center. We are also the only supplier using full Oracle DataGaurd suite for the most demanding security and availability available today.

User Management

Create users and give permissions by role, projects and more.

SSO Login

Secure, single sign-on means no passwords for your users.

Highly Secure

Banking grade, non open source SSL encryption and SOC2 (formerly SSAE -16 and SAS70) and U.S. Department of Commerce Safe Harbor Certified.

Would you like to learn more?

We were the 1st PPM in 1998 and have dedicated our working lives to helping clients like you reach their full potential through Simple, Sensible, and Supportable tools that people love to use. Find out why we are #1 today.


Let's have a chat

Contact WorkOtter