40+ Top Project Management Tools & Techniques Review (2025)

Marin Jurčić

January 20, 2025

project management tools and techniques header image

Project management is the art of turning ideas into results.

It’s how you use the right project methods, skills, tools, and techniques to deliver results—on time and within the project budget. The right project management tools and techniques make all the difference between a chaotic process and project success.

In this guide, you’ll learn about the key tools and techniques for every component of successful project management. Along the way, you’ll see how Productive helps your project team every step of the way.

Understanding Project Management Tools and Techniques

Let’s clear up the difference between tools and techniques because it’s easy to mix them up. Think of it this way: Tools help you execute, while techniques guide how you execute.

Tools are the software or instruments you use to get things done. Think about Gantt charts, Kanban boards, or time-tracking apps—these are your go-to tools for executing tasks and staying organized. They’re like the hardware of your project.

Techniques are the strategies you use to manage your projects. They’re the playbook you follow to make sure everything runs smoothly.

What are the Key Project Management Techniques and Tools?

Project management techniques can be divided into traditional, Agile, and modern approaches. Since there isn’t a universal rule of thumb, in the next chapters, we’ll break down each approach, along with its use cases and required tools.

1. Traditional Project Management Techniques

When predictability and structure are key, the traditional approach (like Waterfall or Gantt charts) provides a reliable framework for guiding projects from start to finish.

Here’s when you should implement them and what tools to use:

Waterfall Methodology

The Waterfall approach is like following a recipe—it’s linear and step-by-step. Each phase builds on the previous one, making it predictable and reliable. It’s a great fit for projects where everything is clear from the start and unlikely to change.

Gantt Charts

Gantt charts are the gold standard for project visualization. They help you map out your schedule, show task dependencies, and track progress at a glance. Whether a product launch or a marketing campaign, Gantt charts keep everything on track.

Critical Path Method (CPM)

The Critical Path Method (CPM) is a project management technique that helps teams identify the most crucial project objectives (or tasks) that determine the overall project timeline.

These tasks, known as critical activities, must be completed on time to prevent delays in the project’s completion. CPM allows project managers to map out task dependencies, calculate the longest sequence of dependent activities, and determine the shortest possible project duration.

By pinpointing which tasks have no flexibility in their deadlines and which have slack, teams can allocate resources to mitigate risks before they impact the delivery schedule.

Tools for Traditional Project Management Techniques

Productive simplifies the CPM method with its task dependencies. The Task Dependencies feature allows you to manage and visualize the relationships between tasks, helping you identify which tasks are linked, which are blocking others, and which are waiting on other tasks.

Streamline your project management with Productive

With Productive, creating and adjusting Gantt charts is straightforward. With a simple drag-and-drop interface, you can easily adjust timelines, link dependent tasks, and update real-time schedules.

If something changes (and always does), you can make adjustments without breaking a sweat.

Project management Gantt chart displaying task dependencies and timelines using the Waterfall methodology in Productive.io.


Visualize project schedules and task dependencies with Gantt charts—an essential tool for structured project planning and execution.

Additional Tools that Support Waterfall, Gantt Charts, and Critical Path Method

Microsoft Project has a solid Critical Path Analysis feature that helps identify key tasks that impact the project timeline. While Microsoft Project integrates seamlessly with other Microsoft products, it has a complex interface and a steep learning curve.

The tool is usually challenging to new users. Additionally, its pricing may not suit smaller teams.

Steep learning curve, especially for beginners. Costly, especially for the more feature-rich versions. Overwhelming for simple projects. High system requirements. Compatibility issues when sharing files with non-Microsoft users. Limited native Mac support. Less support for Agile methodologies without customization.

SOURCE: CAPTERRA

Smartsheet combines spreadsheets with project management features like Gantt charts and Critical Path visualization. The tool is highly customizable and integrates well with Google Workspace and Slack.

However, its lack of advanced features can make it less suitable for highly complex projects, and it might feel restrictive for tasks with intricate dependencies.

Food for thought: Use Productive as a Smartsheet alternative.

Wrike has dynamic Gantt chart capabilities and real-time Critical path analysis. The tool can help teams manage dependencies and identify bottlenecks.

However, users mentioned that its interface can feel cluttered and that its customization options may fall short for teams with highly specific requirements.

The learning curve to Wrike can initially be immense due to each feature having its nuances. For instance, it is very important to know when to use projects versus tasks in custom workflows since it can be very time consuming to swap it in the future.

SOURCE: G2

2. Agile Project Management Techniques

Agile isn’t about following a strict path but adapting as you go. The Agile method is an iterative process that emphasizes collaboration, flexibility, and quick feedback loops.

It’s perfect for projects where requirements might evolve, like software development or creative campaigns. In case you’re already using Agile PM methods, there’s a detailed list of tools for Agile project management on out blog you should check out.

Scrum

Scrum puts Agile principles into action by breaking work into smaller, focused chunks called sprints.

Each sprint has a clear goal, a simple plan, and a review at the end. Daily stand-ups help keep everyone on the same page.

Tools for Scrum

Mimic Scrum Boards in Productive: While Productive doesn’t have a Scrum board view, you can easily manage sprints with our drag-and-drop boards.

Assign tasks, set project deadlines, and track project progress—all in one place. With real-time updates, your team stays aligned and ready to tackle the next goal.

Additional Tools for Scrum Boards

Jira is a well-known tool for Agile teams. It offers detailed Scrum boards, sprint planning, and reporting features. It’s particularly useful for development teams as it integrates with development pipelines. However, its complexity can be daunting for new users, and setup may require significant time.

Monday provides visually appealing Scrum boards with customizable workflows. Its flexibility makes it suitable for diverse industries. However, its advanced features are available only in higher-tier pricing plans limited to smaller teams.

Consider checking out a Monday alternative.

ClickUp offers robust Scrum support, including task automation, sprint goal tracking, and integrated time tracking. While its features are extensive, users often report that the interface feels cluttered and takes time to master.

Kanban

Kanban focuses on visualizing workflows and limiting work in progress (WIP) to improve efficiency. Imagine a board with columns for tasks in different stages—”To Do,” “In Progress,” and “Done.” That’s a Kanban board.

Tools for Kanban Boards

Customizable Kanban Boards in Productive: Easily move tasks across columns, limit WIP, and track workflow in real-time.

Switch between board, list, calendar, and table views to organize tasks efficiently—tailoring project management techniques to fit your workflow.

Additional Tools for Kanban Boards

Trello is a lightweight and intuitive tool mainly used for visual representation of Kanban boards. It’s excellent for smaller teams or projects. However, Trello lacks built-in time tracking and advanced reporting, making it less suitable for more complex tasks.

The way we explain Productive is: It’s like Trello, it’s super simple — but it has a whole lot more. It’s got multiple boards and it does end-to-end, not just the boards.

brendon nicholas,
product owner aT DOTDEV

Kanbanize specializes in Kanban workflows, offering features like swimlanes, WIP limits, and performance tracking. It’s great for teams focused solely on Kanban. However, it may not provide as much flexibility for teams needing to incorporate other methodologies.

Zoho Projects includes customizable Kanban boards with added features like time tracking and task dependencies. Its affordability is a strong advantage for small-to-medium businesses, but the interface can feel less polished than competitors’.

Backlog Refinement

Agile teams need to organize their backlogs and keep them tidy. Project managers prioritize tasks, assign effort levels, and ensure the backlog reflects current project goals.

Tools for Backlog Refinement

Backlog Management in Productive: Sort, prioritize, and assign tasks effortlessly. You can also create custom fields for time estimation and categorize tasks by priority. Your team can focus on what’s important without getting bogged down.

Additional Tools for Backlog Refinement

Jira excels in backlog refinement, offering features to prioritize tasks, assign story points, and track progress through detailed sprint views. However, its complexity can be a barrier for smaller teams or those new to Agile.

Targetprocess supports backlog refinement with its user-friendly interface, custom views, and integration with Agile methodologies. Its niche focus on Agile teams is a strength, but smaller teams may find its features more than they need.

Wrike’s backlog management tools allow teams to sort and prioritize tasks effectively. It also integrates with Gantt charts for a hybrid approach. However, Wrike’s pricing can be high for teams needing advanced features.

Retrospectives

At the end of each sprint, it’s time to reflect. What worked? What didn’t? How can the team improve? Retrospectives help Agile teams continuously refine their processes.

Tools for Retrospectives

Collaborative Tools in Productive: Refine your Retrospectives – gather feedback, document action items, and implement improvements in future sprints.

Project documentation management in Productive.io, supporting project management tools and techniques for organized collaboration.

Keep project documentation structured and accessible—manage specifications, notes, and objectives in one place with organized document collaboration.

Additional Tools for Retrospectives

Miro provides an online whiteboard experience that is perfect for collaborative retrospectives. Teams can create templates to gather feedback visually. While it’s versatile, it lacks built-in project tracking or task integration.

Parabol combines retrospective tools with lightweight task tracking, making it ideal for teams seeking an integrated solution. However, it’s less feature-rich compared to broader project management platforms.

Retrium is a dedicated tool for Agile retrospectives, offering built-in facilitation guides and templates. It’s highly focused on retrospectives but doesn’t integrate directly with broader project management workflows.

3. Modern Project Management Techniques

Modern project management techniques prioritize efficiency, adaptability, and strategic execution, so that teams to work smarter, eliminate waste, and balance structure with flexibility

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Lean Project Management

Lean is all about efficiency—delivering value by eliminating waste. It encourages streamlining processes and focusing on what truly matters. Whether reducing redundant meetings or optimizing workflows, Lean helps teams stay lean and effective.

Tools for Lean Project Management

Streamlined Workflows in Productive: Automate repetitive tasks, track project deliverables, and focus on what adds value.

Workload management and task scheduling in Productive.io, optimizing project management tools and techniques for resource allocation.

Balance workloads effectively—track task assignments, monitor hours, and optimize resource allocation to keep projects on schedule.

Additional Tools for Lean

LeanKit by Planview is a tool designed specifically for Lean management. It provides digital Kanban boards, WIP tracking, and visual flow analysis. It’s effective for improving team efficiency, though its interface can feel dated compared to newer tools.

MeisterTask offers simple workflows and task automation for Lean teams. It’s user-friendly and great for small teams but lacks advanced analytics and reporting features, which limits scalability.

Toggl Plan combines visual project timelines with task management, making it a good fit for Lean workflows. Its minimalist approach is ideal for teams seeking simplicity but doesn’t support more complex project methodologies.

Hybrid Techniques

Sometimes, delivering project requirements requires combining Waterfall and Agile approaches. Hybrid methodologies let you take the best of both worlds—using Agile’s flexibility for parts of the project that require frequent updates while leveraging Waterfall’s structured approach for more predictable aspects.

Tools for Hybrid Techniques

Flexibility in Productive: Productive supports different types of project management. For example, you can use Gantt charts to map out long-term project timelines, assign task dependencies, and monitor progress.

At the same time, Kanban boards keep your team agile, letting them prioritize tasks, track progress visually, and limit work in progress (WIP). Adapt your workflow to fit your project’s unique needs.

I love that we can set up project budgets and track our progress against them in real-time so we can better allocate resources and determine our profit margins. I also appreciate that the company has a robust roadmap and is constantly adding new features. It is fundamentally easy to set up on the project side. There is a ton of flexibility with different views you can have for tasks. The ways you can slice and dice your data in here is a major win for agency owners.

SOURCE: CAPTERRA

Additional Tools for Hybrid Techniques

TeamGantt combines Gantt chart functionality with basic project task management, making it a good choice for teams that need Waterfall planning with some Agile flexibility.

However, it doesn’t offer advanced Agile-specific features like sprint tracking. (very limited free options available)

Basecamp offers a straightforward approach to project management. The tool blends Agile and Waterfall elements with to-do lists, schedules, and message boards. Its simplicity is a strength, but it may lack depth for larger, more complex projects. If your team is handling bigger projects, look up a Basecamp alternative.

ProWorkflow supports hybrid approaches with its Gantt charts, task management features, and time-tracking tools. It’s great for project visibility, but its interface may feel outdated, and some features require additional customization to suit specific methodologies.

4. Best Project Planning Tools and Techniques

Project planning aims to provide clarity, manage project resources, and keep budgets on track. Below are the techniques and tool features to help you make the most of these approaches.

Work Breakdown Structure (WBS)

Work Breakdown Structure is like your project’s roadmap. The idea here is to break down a big project into smaller, more manageable pieces. This approach helps your team see the entire scope of work and focus on individual tasks (or critical tasks) without feeling overwhelmed.

Tools for WBS

Project Templates and Task Hierarchy in Productive: In Productive, you can easily organize tasks into a clear hierarchy. You can convert tasks into milestones with subtasks. Assign responsibilities to tasks or subtasks and track every deliverable.

This centralized view of workloads eliminates confusion and boosts accountability. Plus, Productive integrates timelines with budget and resource planning, giving you a complete project scope overview in one place.

Your team will always know who’s doing what and when.

Additional Tools for WBS

Microsoft Visio is a visual diagramming tool that’s great for creating detailed WBS diagrams. It allows teams to map out texts, tables, or tasks visually and customize layouts to suit their needs. However, Visio lacks built-in project management features, so you’ll need another tool to track progress.

Although it allows me to create beautiful organization charts, it has restrictions to change dynamically. When I link an Excel table to a chart, I am expecting the changes to be done dynamically. But it is not happening.

SOURCE: G2

Lucidchart has an easy-to-use interface for building WBS diagrams in collaboration with other team members. It’s cloud-based, making it accessible for remote teams.

While Lucidchart does an amazing job visualizing diagrams, it doesn’t integrate directly with project tracking features, so you’ll need to buy additional tools for execution.

MindManager lets teams create WBS structures in a mind map format. It’s ideal for brainstorming and visually organizing tasks, but its steep pricing may be a barrier for smaller teams with limited resources.

One concern is the cost of the tool, as it is a paid software. This may be a barrier for some users or organizations on a tight budget. Additionally, the tool has a lot of features and capabilities, which can make it overwhelming for some users to learn and navigate. This may require a learning curve or some time investment to become proficient with the tool.

SOURCE: G2

Budget Planning and Forecasting

Budget planning and forecasting aim to effectively allocate resources and anticipate potential overspending before it becomes an issue. They are all about being proactive and staying on top of project costs and time frames.

Here’s a breakdown of tool features that are must-haves for estimating, setting realistic budget plans, and accurately forecasting project outcomes.

Tools for Budgeting and Forecasting

Real-Time Cost Tracking with Productive: Productive gives you a bird’s-eye view of your project’s financial health. Our users track their project expenses in real-time, predict future costs, and compare actual spending against their budget.

With Productive, you’ll know exactly where every dollar is going and how it’s impacting your bottom line.

Project management tools and techniques for budget forecasting and financial tracking in Productive.io, displaying time, budget, and invoicing insights.

Stay on top of project budgets with real-time forecasting—track worked hours, monitor spending, and manage invoicing with ease.

Additional Tools for Budgeting and Forecasting

Float specializes in resource and financial forecasting, helping teams allocate resources effectively while keeping budgets in mind. While it’s strong in forecasting, its lack of integration with broader project management features may require pairing it with another tool.

QuickBooks Online provides robust features for tracking project budgets and forecasting expenses. It’s great for teams that need advanced financial tracking, though its focus on accounting can make it less intuitive for non-financial users.

FreshBooks offers an intuitive platform for managing project finances, including expense tracking and invoicing. It’s user-friendly and integrates well with other tools, but it’s better suited for small-to-medium projects rather than large-scale initiatives.

5. Best Risk Management Tools and Techniques

Managing risks starts with understanding them. A Risk Assessment Matrix works like a quick-glance dashboard, showing you how likely risks are and how much they could impact your project. It helps you decide what needs your attention right away.

While Productive provides a flexible workaround for risk management, we’ve listed other tools that offer additional features to support your efforts.

Risk Assessment Matrix

A Risk Assessment Matrix helps you visualize the likelihood of risks occurring and the impact they could have on your project (e.g., risk—campaign budget overrun; outcome—reduced project profit by xyz%).

It’s like a quick-glance risk dashboard—helping you prioritize which issues need immediate attention.

Tools for Risk Assessment

While Productive doesn’t have a built-in Risk Assessment Matrix feature, you can create a practical workaround using its customizable tools.

You can forecast project profitability, budget burn, and utilization. These features will give you an early warning if your project will lose money or if your team is underutilized or overbooked.

The idea here is to spot and mitigate a potential risk before issues become problems.

Project management tools and techniques for tracking project progress and profitability in Productive.io, with scheduled vs. worked time and financial insights.

Monitor project performance with real-time reports—compare scheduled vs. worked hours, track costs, and measure profitability to stay on budget.

Additional Tools for Risk Assessment

RiskWatch offers robust tools for identifying and analyzing risks, with features like automated assessments, customizable risk scoring, and compliance tracking. It’s particularly effective for organizations managing multiple projects with regulatory requirements.

However, its complexity can be challenging for small teams or those without dedicated risk management expertise.


LogicGate Risk Cloud is a customizable platform for managing risks across various industries. The tool has visual dashboards, automated workflows, and advanced analytics, making it a strong choice for larger teams. Its downside is the high cost, which may not suit smaller businesses or simpler projects.

It can seem a little daunting at first, even after completing the power user training, especially if you are someone new to the company which is already using Risk Cloud.

SOURCE: G2

SafetyCulture specializes in risk assessment and audit processes, providing templates, checklists, and mobile capabilities for conducting on-site risk evaluations. It’s ideal for field teams but lacks deeper integrations with other project management tools, limiting its functionality for more complex workflows.

Wrike also allows teams to track risks through task dependencies, custom fields, and priority levels. Its reporting tools help project managers monitor potential bottlenecks and adjust plans proactively. However, Wrike can be overly complex and challenging to implement, and its advanced features are locked behind premium plans.

Wrike is BIG. We rolled it out to a team of around 50 and it was no easy task. We have at least 4 experts within the team and we were stretched thin to make the roll out a success. There are negative nuances along the way and if you don’t understand those, then you could be in trouble.

SOURCE: G2

Keep in mind that RiskWatch and LogicGate are specialized risk management software solutions mostly used by big enterprises. They are complex and cost much more than project management tools like Productive.

If you’re wondering how Wrike compares to Productive, you should check out our detailed Wrike vs. Productive vs. Asana comparison.

SWOT Analysis

A SWOT analysis is a classic tool for evaluating your project from every angle. You can anticipate potential roadblocks and play to your team’s strengths by identifying strengths, weaknesses, opportunities, and threats. It’s not just about identifying risks—it’s about seeing the bigger picture and planning for success.

Tools for SWOT Analysis

While Productive doesn’t have a dedicated SWOT analysis feature, its versatile tools can effectively conduct and document SWOT analyses.

Start by creating a dedicated project for the SWOT analysis and dividing it into four task sections: Strengths, Weaknesses, Opportunities, and Threats. Use custom fields to prioritize and categorize items, such as tagging strengths by their impact level or weaknesses by their urgency.

Productive’s Kanban boards allow you to visualize these categories, making it easier to track and discuss findings as a team. Team members can contribute insights directly in task comments, and relevant files or research can be attached for context.

Once the analysis is complete, you can turn the findings into actionable tasks—for instance, assigning initiatives to address weaknesses or capitalize on opportunities.

With real-time collaboration, time tracking, and budgeting features, Productive ensures your SWOT analysis is not just a static exercise but a foundation for actionable, goal-driven strategies.

Additional Tools for SWOT Analysis

Miro is an online whiteboard that has templates specifically designed for SWOT analysis. Teams can brainstorm in real-time, map out strengths and weaknesses, and collaboratively refine their insights.

While Miro excels in the brainstorming phase, it lacks integration with task management systems, meaning you’ll need another tool to turn findings into actionable steps.

SWOT Hub is a specialized tool for conducting SWOT analyses. It features customizable templates, collaborative input fields, and simple reporting options to help teams organize their analysis.

However, its narrow focus means it doesn’t support task management or workflow integration, requiring additional tools for follow-through.

Lucidchart is a powerful diagramming tool that allows teams to create visually polished SWOT analyses. Its drag-and-drop interface and templates make organizing ideas and sharing findings easy.

However, Lucidchart is best for presentation purposes but doesn’t offer collaborative task management features or integration with broader project workflows.

Risk management isn’t just about avoiding problems; it’s about staying proactive and ready to adapt.

Unlike tools like Miro or Lucidchart, which focus on visualization, Productive integrates SWOT findings into a centralized workflow, ensuring insights become actionable strategies. With Productive, your team can seamlessly analyze, plan, and execute—all in one place.

Remember, the goal here is to anticipate risks, plan smarter, and empower your team to handle challenges before they escalate.

6. Resource Management Tools and Techniques

The goal of resource management is to make the best use of your team’s time and skills without overloading anyone.

Strategies like resource leveling (ensuring workloads are balanced) and resource smoothing (aligning resource usage with deadlines) help teams prevent burnout and (or) bottlenecks.

Here’s our pick of tools and their features for this project management process:

Tools for Resource Allocation

Plan and Monitor Resource Usage with Productive: Productive’s Resource Planner feature is a powerful tool for making big-picture time allocations across your team.

It helps you plan and monitor your resources. You can book people on time off or projects, monitor their capacity, and create placeholders for future hiring and projects.

You also get to keep track of who’s working on what—all in real time.

Productive features like the Resource Planner make sure that your resources are used effectively and projects stay on track.

Team scheduling and workload management in Productive.io, showing resource capacity, task assignments, and overbooked hours.

Additional Tools for Resource Allocation

Asana combines task management with resource allocation features, allowing project managers to view team workloads and redistribute tasks when needed. Its workload management tool provides a clear overview of capacity. While Asana is easy to use, it lacks advanced forecasting capabilities for needed for effective resource planning.

It has a learnng curve. Some things are intuitive, such as creating a task. However, when multiple dependencies start stacking up on a project, it can be cumbersome to try to navigate through to clear those, adhering more to a waterfall methodology.

SOURCE: G2

Monday‘s resource management features include workload tracking and timeline views. Monday is user-friendly, and has cool visual tools for monitoring team capacity. However, its advanced features often require higher-tier pricing plans, which may not suit smaller teams.

While monday.com is highly functional, the learning curve for advanced features like automations or creating custom dashboards can be steep for new users. Additionally, as projects grow more complex, boards can become cluttered, making navigation less seamless. The pricing structure can also be a challenge for smaller teams, as some features require upgrading to higher-tier plans.

SOURCE: G2

Smartsheet offers resource management tools alongside project planning and task tracking. Its Resource Management add-on allows teams to track capacity, schedule work, and forecast resource needs. Smartsheet’s flexibility is a strength, but its interface can feel overly complex for teams that are new to resource planning.

Productive stands apart by integrating resource allocation with budgeting and time tracking. Unlike tools like Monday.com or Asana, which focus primarily on visualizing workloads, Productive actually ensures resources are aligned with financial goals and project timelines.

That’s why Productive is the ideal tool for project management.

Before Productive, things were horrible, I’ll tell you. We heavily relied on Asana, Google Sheets, and Clockify. Asana was a good task-tracking tool, but it really lacked data-capturing abilities, and we had to fill that gap with Google Sheets.

 Chris Stones,
Strategic and Operations Director at Mitchell & Stones

Resource Utilization Metrics

Are your resources being used efficiently? Tracking resource utilization metrics helps you answer that question. By analyzing how time and effort are being spent, you can identify gaps, redistribute workloads.

Then you make data-driven decisions that improve productivity.

Tools for Tracking Resource Utilization Metrics

Real-Time Dashboards in Productive: Productive’s dashboards provide instant insights into your resource performance. You can monitor utilization rates, spot inefficiencies, and ensure your team’s efforts align with project goals. It’s like having a real-time pulse on your project’s health.

Project management tools and techniques for resource tracking in Productive, showing billable and worked hours across departments.

Optimize resource management with Productive’s detailed tracking. Monitor billable hours, team capacity, TEAM MEMBER UTILIZATION, and project profitability in real-time.

Additional Tools for Tracking Resource Utilization Metrics

Wrike‘s resource management tools include workload views and reporting dashboards to monitor utilization metrics. Its visual workload chart lets you see how team members are distributing their time across tasks, making it easier to balance workloads. However, Wrike’s advanced reporting features are available only in higher-tier plans, which may not be accessible for smaller teams.

Teamwork provides time tracking and resource utilization tools that help teams analyze productivity and identify overburdened members. Its utilization reports highlight areas where resources are under- or over-used, offering actionable insights. While it’s user-friendly, Teamwork’s reporting tools are less robust compared to more specialized resource management platforms.

ClickUp‘s resource tracking features include time-tracking integrations, workload views, and detailed reports. These tools allow managers to analyze utilization rates and ensure resources are aligned with deadlines. However, ClickUp’s interface can feel overwhelming due to its vast array of features, which might slow down adoption for new users.

Teamwork and ClickUp are both solid choices for resource management. If you’re still not sure, you should have a look at the detailed Teamwork vs ClickUp comparison.

7. Monitoring and Evaluation Techniques

To know if your project is on the right track, you need to measure success with KPIs. These project management metrics help you evaluate progress toward goals, whether it’s hitting deadlines, staying within budget, or maintaining quality.

Tools for Project KPI Monitoring

Dashboards in Productive: Productive makes KPI tracking effortless with customizable dashboards. You can monitor key metrics in real-time, like task completion rates, resource utilization, or budget adherence. It’s all at your fingertips, so you’re always in the know.

It was unexpected that we managed to find a tool that allowed us to not only manage projects and tasks better but also allocate our resources and get an overview of our profitability.

Kate Webster,
Head of Operations at Giraffe Social

Additional Tools for Project KPI Monitoring

Tableau is a powerful data visualization tool that enables teams to create interactive dashboards to track KPIs. Its integration with multiple data sources makes it ideal for monitoring complex projects.

However, Tableau requires a steep learning curve and may be overkill for smaller teams or simpler projects.

Monday includes visual dashboards for KPI tracking, helping teams monitor progress and identify bottlenecks. Its flexibility allows managers to customize dashboards based on project needs.

While great for mid-sized teams, its advanced analytics are limited compared to specialized tools like Tableau.

Zoho Analytics provides in-depth KPI tracking with customizable reports and automated insights. Its intuitive interface makes it accessible to non-technical users, and its integration capabilities support a range of project management tools.

However, its free plan offers limited features, and advanced functionality requires a paid subscription.

Earned Value Management (EVM)

EVM is a powerful technique for evaluating project performance by comparing planned progress to actual results. It gives you insights into whether your project is on schedule and within budget.

Tools for EVM

Earned Value Analysis in Productive: Productive simplifies EVM by integrating schedule and cost performance metrics into its project management tools.

With real-time tracking, you can calculate key EVM metrics like planned value (PV), earned value (EV), and actual cost (AC). Integrated dashboards present a comprehensive view of project performance, ensuring managers avoid potential delays or budget overruns.

Additional Tools for EVM Analysis and Monitoring

Microsoft Project is a well-established project management tool with built-in EVM functionality. It automatically calculates essential metrics like earned value (EV), cost variance (CV), and schedule performance index (SPI). However, its interface can be difficult for new users to navigate, requiring thorough training to leverage its full potential.

Primavera P6, a professional-grade tool from Oracle, provides extensive EVM features for large-scale, complex projects. It enables precise tracking of earned value and integrates with financial management systems for deeper cost analysis. The downside is that it’s costly and better suited for enterprise-level projects rather than small teams.

Smartsheet offers customizable EVM templates and dashboards, allowing teams to track financial performance and project progress. Its intuitive interface makes it accessible for mid-sized teams, but its advanced features require additional configuration and may not be as powerful as dedicated EVM tools.

Customer support is hit and (mainly) miss. Getting timely answers to account questions is not a reliable process, and effective account management seems to be a service Smartsheet would rather upsell than provide as a standard offering. Some basic functionality is missing, as verified by a few searches on user forums.

SOURCE: CAPTERRA

Reporting and Analytics

Regular reporting is about identifying opportunities for improvement. Actionable insights from detailed reports can help

Tools for Reporting and Analytics

Automated Reporting Features in Productive: Productive makes reporting simple with real-time, data-driven reports.

Its dashboards clearly show project performance, including resource usage, task progress, and financial summaries. The reports are customizable, so project managers can focus on the metrics that matter most to their projects.

Productive also sends automated reports (e.g., tasks closed this week) via Slack or email. With the Pulse feature, users can get their reports daily, weekly, bi-weekly, or monthly.

Pulse can also include additional recipients, so everyone you select will get the report alongside you.

Timesheet tracking in Productive, showcasing project management tools and techniques for monitoring work hours and team productivity.

Keep track of your team’s work hours with Productive’s timesheets. Monitor time spent on projects, optimize workloads, and ensure accurate reporting.

Additional Tools for Reporting and Analytics

Tableau excels at creating interactive and visually engaging dashboards. Its ability to pull data from multiple sources makes it ideal for comprehensive analytics. However, its advanced features come with a steep learning curve, and it’s better suited for teams with technical expertise in data analysis.

While Tableau offers powerful features, its pricing can be quite high for smaller teams, and some advanced functionalities require a steep learning curve. Additionally, performance can lag with very large datasets, which may hinder user experience.

SOURCE: G2

Microsoft’s Power BI is a robust tool for data visualization and reporting. It integrates seamlessly with the Microsoft ecosystem and provides advanced analytics to track project performance. While powerful, its complexity can make it less accessible for smaller teams or those unfamiliar with its setup.

You need to have a lot of experience and training in it. There is a steep learning curve.

SOURCE: G2

Zoho Analytics is a user-friendly reporting tool with customizable dashboards and automated insights. It supports integration with popular project management tools, making it easy to consolidate data.

However, its free plan has limited features, and advanced functionality is reserved for paid plans, which may deter smaller teams.

Keep in mind that Tableau and Power BI are highly specialized analytics tools that gather data from multiple sources.

These tools are used mainly by enterprises that require analyses of massive data sets. Productive is a much better fit for agencies, creative studios, or professional service companies.

How to Choose the Right Project Management Tools and Techniques?

To choose the right project management software tool, you must consider the project size, complexity, team dynamics, and budget.

It may sound like much, but choosing the right tools and techniques doesn’t have to feel overwhelming.

Here’s a detailed breakdown of the basics:

  • Project Size: Are you managing a small team or a complex, multi-department initiative? Lightweight tools might be enough for simple projects. For larger projects, you’ll need tools with advanced features like resource planning and budget tracking.
  • Complexity: Complex projects often involve dependencies and multiple project phases. Techniques like Waterfall and tools like Gantt charts can help you manage these complexities.
  • Team Dynamics: Is your team remote or on-site? Are they experienced with specific methodologies? Agile techniques often pair well with tools like Kanban boards, especially for remote teams that need strong collaboration features.
  • Budget: Some tools come with premium features that might stretch your budget. Consider whether you need all the bells and whistles or just the essentials.

Productive is scalable and customizable, so you don’t have to choose between tools and techniques—it supports both. Whether you’re running Agile sprints with Kanban boards or mapping out a Waterfall project with Gantt charts, Productive adapts to your team’s needs and budget.

I guess I probably never thought I could find a tool that was end-to-end: from leads, through management, financials, insights and reporting. Having it all in one has allowed us to drop a couple of the other platforms we used. That was probably the single biggest thing—reducing the amount of tools, platforms, and systems, and using just one.

Brendon Nicholas,
Co-founder and Technical Director of DotDev

What are the Trends in Project Management Tools and Techniques?

The trends in project management tools are all about hybrid approaches, AI, and automation. Let’s get into the details.

1. AI and Automation

AI and automation are eliminating guesswork in decision-making. With AI, you can predict risks before they escalate and optimize your resource allocation.

AI will more and more automate repetitive tasks like data entry or status updates. These new advancements will allow teams to focus on just strategic and executive work rather than administrative chores.

Custom project workflow automation in Productive, optimizing task management with smart triggers and conditions.

Automate repetitive tasks with Productive’s custom workflows. Focus on what matters while the system handles the details.

Productive’s AI-Powered Features:

  • Workflow Automation: Automate routine updates and notifications, allowing your team time to focus on high-priority tasks.
  • AI in Docs: Enhance your documents with AI capabilities that improve writing quality, simplify language, generate summaries, and create action items.
  • AI Task Summaries: Quickly generate concise summaries of task activities with the main ideas, key actions, and current status without reviewing all previous comments.
  • AI in Filters: Use AI-driven filters for clearer and more efficient task management with AI-driven query suggestions.

Simplify documentation with AI-powered features in Productive. Translate, summarize, and automate key insights effortlessly.

2. Hybrid Approaches

Not all projects fit neatly into a single methodology. That’s where hybrid approaches come in, blending Agile, Waterfall, and Lean techniques to create a customized framework that works for your team and project.

For instance, you might use Waterfall for planning and Agile for execution. In the future, you can expect more hybrid approaches.

Closing Thoughts on Project Management Tools and Techniques

Each tool and technique discussed has strengths, but success comes from correctly using the right ones. Before choosing their tools and techniques, project managers should consider the following:

  • Project size
  • Project complexity
  • Team dynamics
  • Budget and available resources

If you’re looking for an all-in-one solution for managing every aspect of your project life cycle, you should learn more about Productive.

Start simplifying your workflows and optimizing your team’s performance. Book a demo now.

FAQ

What Are the Key Features to Look for in a Project Management Tool?
Ease of use, task tracking, collaboration features, reporting, and scalability.

Which Techniques Are Best for Agile Project Management?
Scrum, Kanban, backlog refinement, and retrospectives.

How Do I Choose Between Traditional and Modern Project Management Methods?
Base your choice on project complexity, team dynamics, and flexibility requirements.

What Are Some Free Project Management Tools Worth Trying?
Trello, Asana, and ClickUp offer free versions with basic features.

How Do Project Management Tools Improve Team Collaboration?
They centralize communication, track tasks, and provide real-time updates.

What Are the Common Challenges in Implementing Project Management Tools?
Resistance to change, learning curves, and poor tool-to-project alignment.

What Are Tools and Techniques of Project Management?
Tools are software like Gantt charts; techniques are strategies like Agile.

What Are Examples of Project Management Tools?
Examples include Productive, Microsoft Project, and Jira.

What Are the Top 5 Project Management Methodologies?
Agile, Waterfall, Scrum, Kanban, and Lean.

What Is a Project Management Tool?
A software solution that helps plan, track, and execute projects efficiently.

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