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To choose a project management software, consider each provider’s cost and added fees, overall features and functionality offerings, reporting, integration capabilities, necessary features vs. feature overload, customer reviews and customer support. In this section, we walk you through how to approach this assessment.
Essential Project Management Software Features
Project management software has basic features that most projects need to be successful. However, extra or unique features make some software options better for certain teams or businesses. It’s important to do your research to understand what unique features might make your project more successful based on your team approach, type of business or type of project. Some highly utilized project management tools and features include:
- Budget planning tools: Budget planning tools allow you to upload your set budget, then track expenses and invoices to compare project costs to the planned budget. By tracking this variance, you can determine if you are running into a budgeting problem. Financial forecasting tools further help you to ensure you don’t run over budget or, worse, have to stop the project because of lack of funds.
- Resource management tools: Resource utilization tools allow you to plan, track and record where resources—such as your talent—are used in the project’s execution. In doing so, it helps to reveal gaps in availability or when certain team members are overused (risking burnout), then adjust resource allocation to prevent problems.
- Task management features: Task management features include automations (that eliminate redundant tasks from to-do lists). Examples include automating invoicing, the identification of critical project changes and managing project workflows. Other task management tools include boards (to visualize moving tasks through their stages to completion), calendars, timeline views, scheduling, task tracking and task prioritization.
- Risk management features: Common project risks include finishing over budget, with a lower-quality outcome than expected or not finishing on time. Many tools within a project management software can help you balance competing demands to finish the project as intended, including critical path charts, checklists, scheduling tools, cost breakdowns, cost variance reports and timelines.
- Reports and charts: Project management software offers digital charts for planning, tracking and readjusting your projects’ timelines, budget and quality as needed. For example, Kanban charts show tasks on a timeline board and their status. Gantt charts also give an overview of a project’s timeline complete with its phases, tasks and outputs. You can gather or feed data into these charts to update in real time.
- Mobile app: Mobile apps help teams easily track, manage and deliver project deliverables from anywhere, helping to ensure all members are always in the know no matter where they are. Real-time knowledge can help them make smart decisions that keep projects progressing as planned. Apps also offer personalized content so team members know the tasks, activities and milestones they must complete each day.
- Integrations: Integrations help to boost a project management software’s performance and cater it to your needs. Slack and Google Drive integrations, for example, allow team members to collaborate within the software on project deliverables. Stripe also allows your team to invoice clients for deliverables. Many project management software offer hundreds or even thousands of integration options.
- Client management tools: Many project management software offer various features for including your clients in the project’s execution, keeping them up to date on the project’s status and maintaining a professional relationship. Such tools include video-conferencing tools, invoicing and the ability to add clients as users to the project management software while maintaining control over what they can and cannot see.
- Collaboration tools: Many project management platforms offer tools to help project execution team members work together seamlessly, even across locations. Some come in the form of integrations, such as Slack. Others, however, are built in. Such built-in tools often include shared calendars, group chats, document sharing, chat forums and team email.
- Demos and team feedback: Project management software may have all the right features but, if your team isn’t comfortable with it, it may underperform in project execution. For this reason, many software programs offer demos your team can use to test them, even allowing you to pilot them in a real project. From there, you can gather team feedback to learn the software’s appropriateness for your team and needs.
Ease of Use
Look for tools and designs that can help your organization use the software easier, despite barriers such as little knowledge of best practices or a cumbersome number of tasks that must be completed on a daily basis. Choosing the right ease-of-use features for your organization depends on many factors, including your company’s tech-savviness and size. However, some ease-of-use features commonly used by small to midsized companies are:
- Templates: Project management software templates incorporate project management best practices.
- Learning materials and opportunities: Software knowledge bases allow project managers and team members to learn how to expertly implement the software’s features based on layman’s terms definitions, videos and more. Demos are another opportunity to learn via often live interaction with software experts who know how to present its features and answer questions in layman’s terms.
- Automations: Automations make complex tasks instant and effortless by taking repetitive and often tedious tasks out of human hands. Less hands-on interaction makes the software’s involvement in project management easier to manage. Preset automation recipes make this ease-of-use feature even more intuitive.
- Mobile apps: Logistically, mobile apps make using the software easier by facilitating the gathering and dissemination of necessary information and helping team members complete tasks in a timely manner. Project field practitioners, for example, can update pertinent information on a project’s status without having to hold up the project to go back to the office to input such data.
Reporting and Analytics
Reporting within project management software presents key data in a meaningful way to help you understand the success or needed improvements in your projects. The best project management software offer dashboards that break down data in the form of graphs, tables and the like to make gleaning insights from the data instant and intuitive.
Determine the types of key performance indicators (KPIs) you may need to track and the types of needed reports to help you track them. Then, when evaluating your considered software, explore its reporting and analytics options and dashboards to determine if they have what you need.
Common reports that may be helpful in a project management software include project status, health, team availability, risk, variance and timeline reports. Common KPIs include percentage of tasks completed, return on investment (ROI), schedule variance, planned vs. actual hours and the planned project value.
Next, evaluate whether the software will continue to meet your needs by exploring whether you can customize the reports or dashboards to meet needs as they arise. Customization options may include the ability to add or remove columns or create new reporting views.
Customer Reviews
Customer reviews offer real-world insights into what it is like to use your considered software and do business with its provider. Search your considered software on tech review sites such as Capterra and TrustRadius. Read the reviews of past and current users. As you do, you are likely to learn the glitches the software experiences, hidden costs not highlighted on the provider’s website and how the software compares to competitor solutions.
Customer Support
Access to quality customer support ensures that, should a glitch happen in the software, your entire project isn’t derailed. To learn more about your chosen provider’s customer support, search for it on review sites such as TrustRadius and look at the company’s plans to understand what will be available to you and when. Aim to at least ensure support will be responsive during your normal business hours and via the mediums your team is accustomed to using.
Business Size Considerations
As you look at the feature set, remember that startups have different needs in project management software than do large enterprises. For example, enterprise companies may need to manage projects with execution steps that span the globe, while startup projects are more likely to span one or two locations. Demos can help you determine what tools are useful for your organization’s size and which will unnecessarily create a steeper learning curve.
Though one software plan or tool may be best for your organization at your current size, those needs are likely to change as you grow. For example, as you grow, you may need a software or plan with greater automation capabilities to scale operations or greater file storage capacity. So, while it is important to choose a software without unnecessary features, it is equally important to choose one that will continue meeting your feature needs as they grow.
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