2019-11-06T09:42:00Z

What would be the best platform(s) for us to use for project management/time and budget tracking/invoicing


We are a consultancy and design business of 18 people and currently use Teamwork, Harvest and Harvest Forecast for our project/budget management, timetracking and invoicing but are researching as to whether there would be better options. We love Harvest but find Teamwork is not very user friendly. monday.com and workflowmax look like possible alternatives.

The main features of the platforms we currently use are:

Teamwork

  • project management - task lists

Harvest

  • creating and sending estimates to clients
  • creating and sending invoices to clients
  • time and expense tracking by project/task
  • project budget management
  • productivity of staff members (billable vs unbillable hours)
  • invoicing integrates with Xero which is the accounting platform we use

Harvest Forecast

  • staff time scheduling by project


What would you recommend?

Guest
77 Answers

author avatar
Top 20Real User

I had the opportunity to review Harvest and participate with some demos in action, and I can say this tool is very user-friendly and you can accomplish everything with few steps. Regarding cost-benefit, it provides a fully functional 30-day trial and for $12 by person monthly, you can have unlimited projects and people.

2019-12-07T01:14:34Z
author avatar
Top 20Real User

Actually CA is a highly recommended PPM financial module and is awesome and very useful to plan and control project E2E capacity modules. In conjunction with financial, it may help to draw forecasts and get control over invoicing matters.

2019-11-10T23:05:07Z
author avatar
User

I know both Apps, Clarity, and Planview, both are World Class solutions, depending on what you need to focus on. Perhaps the Project Place offer of Planview for small teams is better than boarding on PPM PRO or Clarity, both are on SaaS, had great consultant and professionals, but from my humble point of view, I try to go with one "great" tool and avoid integration.

2019-11-06T20:23:56Z
author avatar
Top 20User

We represent the Multinational Planview Leader in the Magic Quadrant of Gartner. According to your need I think it is best to use a product for the mid tier market that is Planview PPM Pro with a reasonable and low price, unlike Clarity we do not ask you for a minimum you can start with 18 users and the prices are more accessible. Regarding Harvest, it is not a product that is in the Magic Quadrant of Gartner, so I would recommend that you invest in a platform like Planview PPM Pro with the endorsement of a brand like Planview that is valid from 1989 until today, securing your investment for the next 5 years.

2019-11-06T16:41:57Z
author avatar
Vendor

In Broadcom, we have a product called Clarity. It is the best Project Portfolio Management product. It can respond to a large part of your needs but not to the administration part like Invoicing because this is normally integrated with an ERP system.

I suggest you go to: https://sites.google.com/broadcom.com/src/enterprise-sw/es-solutions-products/business-mgt?authuser=0
and look if this could be an option for you.

2019-11-06T13:43:02Z
author avatar
Consultant

Zoho https://www.zoho.com/ is a good way to start with if you prefer 3rd party integration with other ERP/Accounting systems .. you can also compare bitrix24. https://www.bitrix24.com/alternatives/free-zoho-projects-alternative-zohoprojects.php & wrike https://www.wrike.com/compare/zoho-projects-alternative/

2019-11-09T18:41:58Z
author avatar
Top 20Consultant

My major experience is with Planisware. But I think it would be too expensive for a company of your size.

2019-11-06T18:08:32Z
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