Top Project Management Software for Finance Industry

As a finance project manager, you understand the importance of keeping track of tasks, your company’s cash flow, and sticking to project budgets and deadlines. Whether you’re calculating an estimate or looking for ways to save money, you need to cover all of your bases to avoid tasks falling through the cracks and causing bottlenecks that slow down progress.

By automating project tasks, monitoring the project timeline and budget, tracking milestones for each phase, and reporting the financial status of projects across departments or campaigns, financial project management software can make your job easier.

Top 5 Financial Project Management Software

Aha! Software

Aha software is project management for finance professionals that helps them define strategy, document ideas, and collaborate more effectively. They can also organize feedback, budget projects, and prioritize requests.

You can use Aha! to create project schedules and financial reports based on project data, task assignments, and task reminder automation. For example, using the scorecard feature, you can rank project initiatives based on how they will increase sales, help retain customers, contribute to marketing, and impact operational efficiency. You’ll also need to specify how much effort each task will require. After that, the software calculates and assigns a score to each task to assist you in prioritizing your efforts.

Clickup Software

ClickUp software is a web-based project management financial services tool that makes task management and collaboration easier. It includes, among other things, reminders, goal setting, scheduling, and an inbox. It’s completely customizable, and any team that needs to plan, organize, and collaborate on projects can use it.

The tool’s recurring task feature aids in the management of multiple projects’ finances. For example, when you pay a monthly bill and mark it as complete, the platform automatically creates a new task for the following month. This makes it simple for your bookkeepers and accountants to keep track of invoices and prepare for audits.

Evernote Business

Evernote Business platform offers project financial management tools and aids in simplifying workflows and project collaboration. In addition, Evernote teams software provides a centralized repository for project documents and data, making it simple to search for and locate your required data.

As a cloud-based platform, Evernote Business allows your finance teams to collaborate and access information from any location, whether they’re in the same office or working from home. Its “spaces” feature allows them to connect, share updates, and pin notes in one convenient location.

A library of templates is also available, including project timelines and deliverable templates. Your finance team can use these templates to create project budgets, trackers, and plans.

MeisterTask

MeisterTask is a task management tool with a user-friendly interface. You can customize its Kanban-style project boards to fit the various workflows that your finance team is working on. For example, Kanban boards can help your team stay on top of budgeting, accounting, and resource management projects.

The tool’s project timeline feature, which works similarly to a Gantt chart software, allows you to see how project tasks and dependencies are progressing. It highlights incompatible tasks or overlaps, and it has a drag-and-drop interface for changing the start and end dates. From the timeline, you can also assign tasks to team members.

Todoist

Todoist Software is a task management platform with a focus on project management. It allows you to make to-do lists, add tasks and subtasks, schedule tasks, assign task priority levels, and much more.

You can use the software to track progress, delegate tasks, set due dates and set up automatic task reminders for any budgeting project. In addition, project team members can add comments, upload files (including voice notes), and access a task calendar to manage their schedules better.

The software allows you to customize your task view based on the due date, priority, campaign, and other factors. In addition, its productivity visualization feature lets you keep track of each team member’s contribution. Individuals and teams can both use Todoist.

Bottom Line

The ability to automate recurring tasks like billing and invoicing, connect with teams from different departments, and keep financial documents and information centralized while managing projects appeal to finance leaders. This is why they are looking for finance software with all the required features. You can schedule a demo or read user reviews to make a knowledgeable decision.

Top Project Management Software Dashboards Compared

Dashboards for project management (PM) provide you and your stakeholders with a quick overview of team progress. These dashboards take data about project performance and milestone achievements and display it in an easy-to-read format so you can figure out what to do next. PM tools often include reporting and project tracking features, such as visual reports or dashboards that allow managers to see project status, costs, and other key information at a glance.

Choosing top project management software can be complicated; different tools provide different features, and pricing varies greatly from one vendor to the next. Let’s look at five of the best project management dashboards based on ease of use and customer satisfaction.

WorkOtter

You can use a widget format in WorkOtter to customize the layout of each dashboard. For example, the most critical project information and data points should be at the top, while the details should be at the bottom. You can also send stakeholders recurring automatic dashboard report emails. This may reduce or eliminate the need for weekly meetings with high-level stakeholders, which can be time-consuming.

Finally, you can customize dashboards based on user roles. WorkOtter can send everyone the same real-time data via custom dashboards that show relevant insights without jeopardizing data integrity because different stakeholders prioritize different information.

Cost

The Team edition costs $20 per month per user (the base edition does not include dashboards).

Claritask

You can see task comments from contributors in the same dashboard as the main project and subtasks with Claritask. When team members require additional context or information, this facilitates better project communication. You can also keep track of time spent on projects by clicking the “play” button on each task.

Cost

The software costs $35 for the first seven employees.

Nifty

Because Nifty is so good at client management, it could be a strong contender for agencies. It also has a portfolio feature that allows you to create a collection of projects from which you can group clients.

The home screen of your project management dashboard provides a window into every aspect of your project, allowing you to get a high-level status overview in a single glance. In addition, you can control and customize modules with drag-and-drop widgets to create a unique dashboard that meets your specific needs.

You can also use the discussions tab to send documents to multiple collaborators for brainstorming or working sessions.

Cost

Nifty costs $49 per month. However, there are discounts available on annual subscriptions.

GanttPRO

You can switch between the Gantt chart and the board view on the dashboard. You can also share project plans with others using a “secret public link” to keep stakeholders informed about project progress without requiring a login.

You don’t have to start from scratch when creating a new project with GanttPRO because it has a template option. Furthermore, the dashboard allows you to access task settings directly from the grid rather than navigate multiple levels. You can, for example, change the priority of a task or its progress without leaving your workspace, and the Gantt chart grid will update the timeline accordingly.

You can also export your Gantt chart to PDF, XLSX, or PNG formats. In other words, instead of creating a Gantt chart by hand in Microsoft Excel or Google Sheets, you can quickly create a professional project visualization to share with clients or other teams.

Cost

The monthly charges are $6.50 per user for up to 40 users.

Workzone

The Workzone dashboard includes a Gantt chart view to see a project’s timeline and dependencies quickly. You can also access personal to-do lists based on your tasks, including a prioritized view of what you need to accomplish. Members of the team can quickly scan their deadlines to organize their workday better.

Workzone’s project dashboard is an excellent tool for project managers and executives who want a high-level overview with the ability to drill down into individual projects to look into delays or overdue items as needed.

Cost

The Team subscription costs $24 per month per user. Volume discounts are available, and all subscriptions are billed annually.

Bottom Line

Each project management dashboard has its own set of advantages and disadvantages. So rather than looking at all of a tool’s features, make sure you understand your company’s pain points and any issues with your current dashboard. Then, as you’re researching platforms, look at how the new platform’s features address your particular problems.

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