Oracle Primavera Portfolio Management vs. WorkflowMax

Oracle Primavera Portfolio Management is a utilitarian product of a yesteryear gone by. It's straightforward and to the point. It is well suited for a customer base who is not interested in frills, portability, or a multitude of OOTB ability. It's for those who like to restrict and manage all control over users, code in queries, functions, and create customized reports for end users. It does what it does very well however, just do not expect it to be pretty. It's a 2007 product, so curb your excitement. It does handle all aspects of portfolio management well; financials, budgeting, spend plans, contracts, projects, staffing, workflows, etc... however, it is not intuitive to navigate, and will require some training.

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WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.

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• Primavera as a scheduling software can manage large project schedules regardless of complexity.
• P6 is powerful enough to identify the longest pathway to the completion of a project. This is also known as CPM.
• P6 can handle multiple scenarios and save them as a separate baseline schedule. This can be helpful for figuring theoretical sequences.

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• You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
• It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
• It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.

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• The software is high end with rich features, hence its rich price.
• There is room for improvement in their customer service.
• Oracle is doing its best in coming up with new features, and has a planned roadmap. It would be good if the enhancements are delivered faster.

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• Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
• The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
• No search function to find a specific job, you have to scroll through all jobs allocated to you.

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Because we can't imagine being without it!

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Is easy to use but the the interface should be more nice and contemporary

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It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas

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The support team are excellent. The only downside is that you can't phone them!

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Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?

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Oracle is better laid out and has more functionality as well as end-user flow. The login process, billing, and construction management features are easy to find, easy to use, and helpful. The limitations on Quickbooks restrict users from the ability to view and bill full contracts if broken down, to track and show % complete. Procore is confusing.

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WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!

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• P6 is critical to the execution of all of our projects. Without it we would have less control of our projects.
• One of our key business objectives is to deliver projects on time or ahead of schedule. P6 supports us in this goal and allows our superintendents to manage complicated construction projects.

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• Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
• Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info