What Is WorkOtter?

For teams of 10 or more, WorkOtter was the #1 Rated and Fastest Growing Cloud PM in 2020 (Gartner & GetApp). WorkOtter is an easy-to-use solution for Product/Engineering/IT/Innovation PMOs ready to move from spreadsheets to simple SaaS project, resource, and portfolio mgt. with Magic animated dashboards. Include FULL 2-way sync with JIRA, MS Project, Office 365, and more. Top Features: Ideas, Projects (Gantt, Kanban, RAID Logs), Portfolios (What-If), Time, Capacity Planning, and Financials.

Who Uses WorkOtter?

Not suitable for most Construction, Marketing, Professional Service Automation PERFECT For: * Project Management Office * Information Technology Departments * Engineering New Product Development

WorkOtter Details

WorkOtter

Founded in 1998

WorkOtter pricing

Starting Price:

Not provided by vendor
  • Yes, has free trial
  • No free version

WorkOtter does not have a free version but does offer a free trial.

WorkOtter Details

WorkOtter

Founded in 1998

WorkOtter videos and images

WorkOtter video
WorkOtter Software - #1 Ranked 3 Years Running - thumbnail
WorkOtter Software - Fully Animated - thumbnail
WorkOtter Software - Portfolio with What If - thumbnail
WorkOtter Software - Gantt - thumbnail
WorkOtter Software - 50+ Magic Dashboards - thumbnail

WorkOtter deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Features of WorkOtter

  • @mentions
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Assignment Management
  • Bar Chart
  • Calendar Management
  • Capacity Management
  • Charting
  • Color Codes/Icons
  • Commenting/Notes
  • Customisable Templates
  • Customizable Fields
  • Deadline Management
  • Dependency Tracking
  • Document Storage
  • Drag & Drop
  • Email Management
  • File Management
  • Gantt/Timeline View
  • Milestone Tracking
  • Multi-Department/Project
  • Multiple Projects
  • Planning Tools
  • Prioritisation
  • Progress Tracking
  • Project Planning
  • Project Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Notifications
  • Real-time Updates
  • Reporting & Statistics
  • Resource Management
  • Search/Filter
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Templates
  • Third Party Integrations
  • Timeline Management
  • To-Do List
  • Workflow Management

View full list of Gantt Chart Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Bug Tracking
  • Calendar Management
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Customisable Reports
  • Customizable Fields
  • Deadline Management
  • Document Management
  • Drag & Drop
  • Email Management
  • For IT Project Management
  • Gantt/Timeline View
  • Issue Management
  • Milestone Tracking
  • Multiple Projects
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritisation
  • Product Roadmapping
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Requirements Management
  • Resource Management
  • Search/Filter
  • Status Tracking
  • Supports Agile
  • Supports Scrum
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Workflow Management

View full list of IT Project Management Software

  • Activity Dashboard
  • Approval Process Control
  • Budget Management
  • Calendar Management
  • Collaboration Tools
  • Customisable Templates
  • For Nonprofits
  • Gantt/Timeline View
  • Kanban Board
  • Mobile Access
  • Project Planning/Scheduling
  • Reporting/Project Tracking
  • Resource Allocation & Planning
  • Task Management

View full list of Nonprofit Project Management

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Billing & Invoicing
  • Budget Management
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Cost-to-Completion Tracking
  • Customisable Templates
  • Document Management
  • Document Storage
  • Drag & Drop
  • File Sharing
  • Gantt/Timeline View
  • Idea Management
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Multiple Projects
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritisation
  • Progress Tracking
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Management
  • Risk Management
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Traditional Methodologies
  • Workflow Management

View full list of Project Management Software

  • @mentions
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Assignment Management
  • Budget Management
  • Calendar Management
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Deadline Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Due Date Tracking
  • Email Management
  • File Management
  • Gantt/Timeline View
  • Kanban Board
  • Multiple Projects
  • Planning Tools
  • Prioritisation
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Notifications
  • Real-time Updates
  • Reporting & Statistics
  • Resource Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • To-Do List
  • Traditional Methodologies
  • Visualisation
  • Workflow Management

View full list of Project Planning Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Assignment Management
  • Budgeting/Forecasting
  • Calendar Management
  • Change Management
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Customisable Reports
  • Customizable Fields
  • Dashboard
  • Data Visualisation
  • Deadline Management
  • Document Management
  • Drag & Drop
  • Gantt/Timeline View
  • Milestone Tracking
  • Monitoring
  • Multiple Projects
  • Planning Tools
  • Portfolio Management
  • Prioritisation
  • Progress Reports
  • Progress Tracking
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Risk Management
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Project Portfolio Management Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Assignment Management
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Cost-to-Completion Tracking
  • Customisable Reports
  • Customisable Templates
  • Deadline Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • File Management
  • Gantt/Timeline View
  • Issue Tracking
  • Kanban Board
  • Milestone Tracking
  • Multiple Projects
  • Percent-Complete Tracking
  • Prioritisation
  • Progress Tracking
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Projections
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Resource Management
  • Role-Based Permissions
  • Status Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Clock
  • Workflow Management

View full list of Project Tracking Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Assignment Management
  • Calendar Management
  • Capacity Management
  • Collaboration Tools
  • Commenting/Notes
  • Customisable Reports
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Drag & Drop
  • Forecasting
  • Gantt/Timeline View
  • Integrations Management
  • Multiple Projects
  • Planning Tools
  • Prioritisation
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Allocation & Planning
  • Resource Management
  • Resource Request
  • Resource Scheduling
  • Search/Filter
  • Skills Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Utilisation Reporting
  • Workflow Management

View full list of Resource Management Software

Alternatives to WorkOtter

More WorkOtter alternatives

Reviews of WorkOtter

Read all 161 reviews

Average score

Overall
5
Ease of Use
4.9
Customer Service
4.9
Features
4.9
Value for Money
4.9

Reviews by score

5
154
4
7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Andrew M.
Andrew M.
IT Project Manager, Application Development in US
Verified LinkedIn User
Pharmaceuticals, 201-500 Employees
Used the Software for: 1-5 months
Reviewer Source

Definitely makes my workflow easier. At various stages of a project I can easily adjust utilization.

5 4 years ago

Comments: We're saving time and blowing our old time-consuming processes away which drives our profitability.

Pros:

My team's view on our PMO forecasting has never been more positive. WorkOtter lets me easily track and manage the assignments of resources while juggling multiple programs and client needs. None of my other tools have been hindered since I can hook right into MS Project and still provide the other reports my stakeholders are looking for. Plus there are some new reports within WorkOtter that give a new view into the allocation without having to re-schedule planning in another tool. Scheduling the reporting outputs into weekly emails is a cool feature, and has worked well by eliminating standing meetings that previously took too much time to cover the resourcing status to various directors. Team forecasting has greatly improved since being introduced into WorkOtter, and that saves us from finding out from clients where projects are either over or under allocated. Now we have the views to address needs with much more agility. The sandbox tool for project and portfolio planning helps our teams in planning sessions without having to save off multiple baselines before committing to our selected revisions.

Cons:

We really like the ability to configure the questions, fields and layouts of the responsive interface. It would be great if we could apply our own theme to the skin of the layout to match our branding for our internal users.

Kristina H.
Kristina H.
Owner in US
Verified LinkedIn User
Environmental Services, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source

This Was the Right Choice!

5 last year

Comments: The overall experience has been overwhelmingly exciting, and the people who are involved with this software played a large part in this. The sales officials, support team, and installation guides have all instilled a sense of trust in me with WorkOtter. There were a few confusing moments throughout the learning process, and the staff on-call through WorkOtter really took charge of the situation for us. Every question we have had has been answered and in a satisfying way.

Pros:

There are so many things that I like about this software but just to name a few I would have to say for sure the cohesive way it functions with Microsoft Excel. We are at the beginning of our companies development, and so until diving into this program we have been using strictly Microsoft software to maintain scheduling, data, reports, etc.. The transition has been easy and enjoyable as everything aligns very well with our current documents and what other employees are comfortable using at this beginning stage. Another great thing I have discovered about this software are the interactive visuals within reports. These are great for understanding the flow of finances, the growth (or lack of it) that is taking place, along with the strategies that are underway that are (or aren't) making an impact. Now that I have this tool in front of me, I can better make decisions and in turn, provide more impactful data to the other people on my team.

Cons:

Nothing! It has been such a game-changer within our business in just the few months we have been using it.

Alternatives Considered: LiquidPlanner and Adobe Workfront

Reasons for Switching to WorkOtter: The first reason that WorkOtter caught my attention was how much more affordable it was compared to its competition. What kept my attention was the interaction dashboard options, the visual aids, and the ease of the software overall. I felt like everything else I looked at was quite a bit overwhelming, so when I was exploring the samples from WorkOtter, I was nothing short of impressed by how easily I could navigate through it with no prior experience. That is what made me make the commitment, and I have no regrets.

Verified Reviewer
Manager of Organizational Development in US
Verified LinkedIn User
Hospitality
Used the Software for: 1-5 months
Reviewer Source

Comprehensive project management tool for all project phases

5 4 years ago

Pros:

The ability to plan a project to a very detailed or very simple level with all options in between. Very adaptable to the level of planning a particular product needs.

Cons:

Single-currency. For international projects it would be very impactful to be able to see fiscal amounts in currencies used, rather than having to manually calculate outside the systems.

WorkOtter Response

3 years ago

Thank you for your response. We appreciate your overall score but some of your sub scores encourages us to do better. Notably - your support experience didn't live up to your expectations. We take great pride in our support (college educated, min 5 years PPM experience, US only, many rounds of testing/interviewing). At WorkOtter our support team is some of our best paying and most appreciated roles (unlike competitors who it is offshore or underappreciated) Kindly contact your Success Manager to elaborate on your experience and we would be happy to address your concerns. We are all here to help you.

Yelena P.
Yelena P.
Project Manager in US
Verified LinkedIn User
Electrical/Electronic Manufacturing, 201-500 Employees
Used the Software for: 6-12 months
Reviewer Source

Project Managers Best Friend

5 2 months ago

Comments: Everyone we have worked with so far have been very knowledgeable, friendly and very eager to help you and your company.

Pros:

As a project manager I always look for an easy way to organize all of my daily tasks. In WorkOtter everything is customizable and extremely user friendly. I can create different projects and keep track of all the tasks in more than one format and I love that. Another feature that I absolutely is that I can export all of my reports in multiple ways, this software seems to be compatible with all other major platforms/softwares.

Cons:

At this point I have zero complains with this software. Its awesome!

Alternatives Considered: monday.com

Reasons for Switching to WorkOtter: After careful review of all the other project management software we decided to go with WorkOtter because its completely customizable, easy to set up and very user friendly, has ability to use different project management styles and very affordable compered to other softwares.

Amy T.
Senior Program Manager in Italy
Financial Services, 10,000+ Employees
Used the Software for: 6-12 months
Reviewer Source

Incredibly interactive, illustrative, imaginative & engaging. Love it!

5 last year

Comments: I would say 'WOW '! My experience was really great. It was far more intuitive that I expected. For even an employee of mediocre knowledge, any of our personnel would be able to get up to speed with this very quickly. So our employees wouldn't need to spend an exorbitant amount of time in training.. The reporting is truly amazing & advanced. For example, when you click on the ‘reports’ dropdown, there are so many great reports to choose from, depending on what our managers are desiring that particular day. This for me is really key. And from what I can tell so far, they are very visually appealing as well (high color, dashboard animations, seeing multiple metrics on the same dashboard, how data bubbles change over time, etc). Overall, I am very pleased with the aesthetics & ease-of-use.

Pros:

I absolutely love that I would have the ability to see different views within the company (ie. Organization overview vs. Project Manager vs. Team Member).. Really nice! I am big on reporting as this is my particular role within my company now, so I LOVE that you have a ‘financials’ & ‘reports’ section to be easily found under the “projects” tab. It also appears to be nicely customizable, to change font and/or add in our Logo. The drag-between feature to create dependencies is probably something I would utilize as well. So far it appears to be VERY intuitive & user-friendly. (ie. Can easily extend out a project end-date) And since I mentioned I am big on reporting, I also am happy to hear that there is a 2-way sync with importing from Excel. PERFECT! Our team uses Asana quite heavily, & it looks like the Kanban board is very similar for work flow, so that seems like it would be very easy to utilize. I have 11 years of background in WallStreet, so I really love the ‘x-ray’ vision in the Roadmap area. Being able to see excess capacity is really amazing too to watch over personnel, & being able to try out the ‘what if scenarios’ is quite impactful.

Cons:

So far, I have not found anything I do not like. I am big on reporting, & this program has everything I could ask for. Truly

Alternatives Considered: Mavenlink

Switched From: Mavenlink

Reasons for Switching to WorkOtter: Based upon the interactivity, the live-views of reporting, the what-if scenarios, and being able to see personnel hours, Gantt charts, Open API's, for example, are a few of the many reasons why I would choose WorkOtter over the others in the market. There are an incredible amount of reports available to choose from, as well as being able to input a certain kind of report into another. Very engaging software. Highly recommend!