WorkOtter PPM

WorkOtter PPM

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Score 9.1 out of 100
WorkOtter PPM


Recent Reviews

WorkOtter works great!

10 out of 10
February 03, 2016
We primarily use WorkOtter to manage projects (create tasks, dependencies, adjust deadlines, and so on). However, we also use it to …
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per user, per month

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  • No setup fee
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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Details

What is WorkOtter PPM?

WorkOtter is presented by the vendor as a simple, flexible, and scalable project portfolio management (PPM) solution for IT, Engineering, and Professional Service PMOs. The software manages the lifecycle of work from ideas through project planning, control, lessons learned, and close. Projects can then be rolled up to Programs (multi project efforts) or Portfolios (Roadmaps with What If Scenarios).

All features were designed to support Project Teams with simplicity and usability in mind. WorkOtter offers Gantt, Kanban, and Agile views and integrates directly with JIRA, MS Project, Excel, and more. Its interactive interface helps project teams who want to focus on getting work done verses struggling with complex tools.

WorkOtter resource management features enables businesses to move assignments from over-utilized staff to available resources. It helps project managers plan daily demand or capacity based on the number of resources available for the day. The web-based calendar displays entire project schedules along with extensions and deadlines.

WorkOtter integrates and synchronizes data between multiple third-party applications such as Dropbox, Sharepoint, Outlook, Office 365, Box, Google Drive and others.

Other key features include project budgeting, time & expense tracking, Earned Value management, financial reporting, lessons learned, and real-time alerts.

WorkOtter PPM Features

Project Management Features

  • Supported: Task Management
  • Supported: Resource Management
  • Supported: Gantt Charts
  • Supported: Scheduling
  • Supported: Workflow Automation
  • Supported: Team Collaboration
  • Supported: Support for Agile Methodology
  • Supported: Support for Waterfall Methodology
  • Supported: Document Management
  • Supported: Mobile Access
  • Supported: Timesheet Tracking
  • Supported: Change request and Case Management
  • Supported: Budget and Expense Management

Professional Services Automation Features

  • Supported: Quotes/estimates
  • Supported: Project & financial reporting

WorkOtter PPM Screenshots

Screenshot of Dashboard viewScreenshot of WorkOtter MyWork viewScreenshot of Dashboard OverviewScreenshot of Resource Usage for People, Tasks, Time, BudgetScreenshot of Over/Under resource allocation viewScreenshot of Project Management Workflow - CustomizableScreenshot of Project goals management with budget, timelinesScreenshot of Easily assign people and resources to projects by role, availability, budgetScreenshot of Resource Usage ReportingScreenshot of Adding team members with customized fields and filtersScreenshot of Forecasting reports for projects, budgets, resources

WorkOtter PPM Video

WorkOtter SaaS Project Portfolio Management Software

WorkOtter PPM Integrations

WorkOtter PPM Competitors

WorkOtter PPM Customer Size Distribution

Small Businesses (1-50 employees)10%
Mid-Size Companies (51-500 employees)65%
Enterprises (more than 500 employees)25%

WorkOtter PPM Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUSA, Western Europe, Australia, Canada
Supported LanguagesEnglish


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Reviews and Ratings



(1-2 of 2)
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Adam Gordon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
WorkOtter is used for all project management in our department. We use it for the typical things - budgeting, determining if projects are completed on time, assigning people to projects, figuring out what things are behind and over/under budget. It is not a desktop tool installed tool but rather is a web-based tool which was new to me since I had more experience with desktop tools - namely MS Project.
  • It allows you to know when someone who is running late on another project is going to be late on your project.
  • It has a good reporting/analytics.
  • Easy to communicate with others on projects.
  • Nothing significant. Maybe could be faster at times but I'm not sure if that is our own internet connection.
I know it works well for IT but not sure how it would work for construction. I think construction has a different set of needs.
February 03, 2016

WorkOtter works great!

Score 10 out of 10
Vetted Review
Verified User
Review Source
We primarily use WorkOtter to manage projects (create tasks, dependencies, adjust deadlines, and so on). However, we also use it to prioritize projects according to when people (resources) will be available, available budget, and management objectives. The software helps us all use the same processes so we know we are consistently reporting and making decisions. Ultimately, it helps us make sure we are spending time and budget on the right projects.
  • Users find it easy to use which is important if you have a large number of users who don't have time for a lot of training or when new hires come on-board.
  • WorkOtter has a lot of advanced features that we don't use but when we do need one, it is nice to know the feature is waiting for us. We have used several of these features for special projects.
  • It does a good job with resource management.
  • I can't think of anything major that is missing. I understand it was challenging to integrate it with our commercial banking application but I wasn't involved in that process.
It is an internet-based product so it wouldn't work well in situations where the internet is not always available. However, it does allow you to use Microsoft Project so you could use that offline and sync it to WorkOtter later.