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Top Rated Project Portfolio Management Software with Customizable Templates in 2026

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Customizable templates streamline project setup and adaptation, aligning with specific frameworks. They simplify the onboarding process, save time, enhance efficiency, and allow adjustments between different projects. Our reviewers in project portfolio management software rated this feature as highly important.

3 Best Project Portfolio Management Software with Customizable Templates

  • Asana
  • ClickUp
  • Smartsheet - Highest rated for customizable templates

See other top Project Portfolio Management products with customizable templates

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the project portfolio management software category. They also needed to have sufficient reviews about customizable templates, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for customizable templates based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Asana logo
4.5
(13.5K)

User insights about the customizable templates feature

Reviewers highlight Asana's customizable templates as a key aspect for project management. They appreciate the ability to edit templates to fit specific project requirements, which saves time and ensures consistency. Users report that these templates are easy to set up and adjust, making them a quick starting point for new projects. They find the visual layout and customization options beneficial, although some mention that the free version offers limited templates and the customization can be somewhat restrictive.
“You can create custom templates for your most common projects, including tasks and small tasks, responsible parties, deadlines, custom fields and dependencies. Customize the templates to suit the specific needs of each project.”
HP

Hector P.

System Engineer

“It is really helpful to be able to create standardised templates for various users to copy and create their own projects. This allows for a uniform approach to projects making it easier to understand each project easily. ”
VS

Vaughn S.

Operations Support Administrator

Project Portfolio Management key features coverage

Asana offers 6 out of the 6 key features for Project Portfolio Management software identified by reviewers:

Multiple Projects4.6
Workflow Management4.5
Portfolio Management4.1
Task Management4.7
Project Planning4.5
Task Scheduling4.6

Pros and cons based on 13,544 verified reviews

59% of users rated Asana 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 13,544 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Cons:

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details

Pricing

Starting price:$10.99 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

ClickUp logo
4.6
(4.5K)

User insights about the customizable templates feature

Reviewers appreciate ClickUp's customizable templates for enhancing productivity and consistency. They report that these templates can be tailored to specific tasks, projects, or workflows, which helps in maintaining efficiency. Users indicate that the ability to modify templates from scratch or based on existing ones is valuable. They find the customization options extensive, including changing themes and fields. However, some reviewers mention limitations in automation and the need for extra payment for certain customizable items.
“With ClickUp, you can choose from a variety of templates or create your own to match your team's specific needs. You can also customize the fields, colors, and labels to make your workflows and organization as efficient as possible. ”
Verified reviewer profile picture

shaibu p.

The Best Way To Manage Your Projects: A Comprehensive Review Of ClickUp.

“Customizable templates in ClickUp allow teams to streamline repetitive processes and save time. This feature ensures consistency across tasks and projects while enabling users to tailor workflows to specific needs.”
DS

Dolendra S.

Developer

Project Portfolio Management key features coverage

ClickUp offers 6 out of the 6 key features for Project Portfolio Management software identified by reviewers:

Multiple Projects4.6
Workflow Management4.4
Portfolio Management4.3
Task Management4.6
Project Planning4.5
Task Scheduling4.6

Pros and cons based on 4,558 verified reviews

69% of users rated ClickUp 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,558 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Cons:

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Pricing

Starting price:$10 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Smartsheet logo
4.5
(3.4K)

User insights about the customizable templates feature

Users find Smartsheet's customizable templates helpful for saving time and providing a framework to build on. Reviewers appreciate the ability to tweak templates to fit specific project needs and objectives, which enhances individualization. They report that these templates simplify project setup and standardization. However, some users note that the customization tools have a steep learning curve and that the templates are not always adaptable to significant changes.
“We have multiple clients with a wide variation of needs. Have different template styles for different project types is very helpful and saves a tremendous amount of time when a new project is added. ”
DW

Derek W.

Project Manager

“The customizable templates help because many times I just need a framework to build on vs starting from scratch or being forced into a template that doesnt fit my industry”
OK

Omar K.

Head of Growth

Project Portfolio Management key features coverage

Smartsheet offers 6 out of the 6 key features for Project Portfolio Management software identified by reviewers:

Multiple Projects4.5
Workflow Management4.5
Portfolio Management4.2
Task Management4.5
Project Planning4.5
Task Scheduling4.5

Pros and cons based on 3,479 verified reviews

59% of users rated Smartsheet 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,479 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Cons:

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details

Pricing

Starting price:$12 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Project Portfolio Management Software with Customizable Templates in 2026

Trello logo

Visual collaboration tool for shared project perspectives

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Read more about Trello

Users also considered
Asana logo
Category Leaders

Project tracking and workflow management platform

Asana is a project portfolio management tool where you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join millions of teams across 190 countries who use Asana to get more done.

Read more about Asana

Users also considered
monday.com logo

Project management software

monday.com, a Project Portfolio Management software, makes an ideal solution for project portfolio management with the ability to centralize your project portfolios. Easily visualize performance with multiple data views to determine the optimal project prioritization and sequencing to maximize ROI.

Read more about monday.com

Users also considered
ClickUp logo
Category Leaders

Productivity platform for marketing agencies

Monitor all of your initiatives in one place. Portfolios is the mission control for everything you need to track in your business in ClickUp, from strategy to execution. Observe progress as it happens, set your business strategy, and keep everyone on the same page.

Read more about ClickUp

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Airtable logo

AI-Powered, No-Code App Building Platform

Manage projects with speed and clarity using Airtable’s AI-powered platform. Centralize work, coordinate teams, and adapt plans in real time with flexible workflows that accelerate delivery.

Read more about Airtable

Users also considered
Miro logo
Category Leaders

Miro is a visual workspace for innovation

Miro is #1 collaborative whiteboard platform, trusted by over 100M users worldwide. Miro allows you to get a complete project intake process from project idea to active project. Visualize and prioritize projects, limit work in progress to only the highest priorities that will bring the most impact

Read more about Miro

Users also considered
Wrike logo

AI powered workflow management platform

Simplify decisions with project portfolio management from Wrike. Assess at-risk projects, use powerful resource management, and gain project insights with customizable reports. Use automation to maximize your return and build your best portfolio yet.

Read more about Wrike

Users also considered
Float logo

Professional services automation software

Float.com is the top-rated solution for profitable resource management. Used by 4500+ of the best professional services teams globally, it gives Operations and Finance leaders the insight and foresight they need to achieve profitable delivery at scale, with the right talent in place. 

Read more about Float

Users also considered
Autodesk Forma logo

Construction management platform

Autodesk Forma provides best-in-class solutions to unite office and field teams throughout the entire project lifecycle. Connect workflows and collaborate securely from one single source of truth.

Autodesk Construction Cloud is now part of Autodesk Forma some resources may still use previous names.

Read more about Autodesk Forma

Users also considered
Adobe Workfront logo

Online enterprise work management software

Compare and evaluate projects within portfolios based on time, budget, resources, and alignment to strategic goals. Adobe Workfront includes portfolio optimization and business case tools that help organizations focus on the right work, as well as model and implement the most advantageous scenarios.

Read more about Adobe Workfront

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

Users also considered
GanttPRO logo
Category Leaders

Online Gantt chart software for project management

Online project management tool based on Gantt charts. Intuitive interface, nice UX/UI design, powerful features at affordable prices.

Read more about GanttPRO

Users also considered
Teamwork.com logo

Profit from every client demand.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably.

Read more about Teamwork.com

Users also considered
Zoho Projects logo

Project Management, Collaboration and Bug Tracking

Zoho Projects is a versatile project portfolio management tool that helps organizations manage multiple projects successfully.

Read more about Zoho Projects

Users also considered
BigTime logo

AI-powered scoping, project, time, and billing software

BigTime is the AI-powered platform empowering professional services firms to scope, quote, and manage projects—from staffing and time tracking to billing and reporting. With deep integrations and enterprise-grade security, BigTime helps teams move faster and scale with confidence.

Read more about BigTime

Users also considered
Avaza logo

All-in-one, client-focused project management for teams.

Track projects through to their completion, and categorize and tag them as needed for easier reporting. Manage 100s of projects in one app.

Read more about Avaza

Users also considered
Nifty logo
Category Leaders

Project management, task tracking, & team collaboration hub.

Nifty is a remote collaboration hub designed to manage projects, goals, communications, and teams all in one place. With Nifty, all over the place becomes all-in-one place. Every part of managing a project's lifecycle is here.

Read more about Nifty

Users also considered
IBM Targetprocess logo

Visual platform that helps to scale agile across the company

Targetprocess is an Enterprise Agile PPM tool best for medium to large-size companies. Offers flexibility and visualization which lead to transparency, smarter decisions, improved teams collaboration.
Recognized in Gartner's Magic Quadrant for Agile Enterprise Planning Tools.

Read more about IBM Targetprocess

Users also considered
Portfolio Manager logo

Software for automatically managing and scheduling projects

LiquidPlanner is a unique project portfolio management solution that uses predictive scheduling to dynamically adapt to change and manage project uncertainty. Experience automatic resource leveling and priority-based planning across your entire portfolio of projects.

Read more about Portfolio Manager

Users also considered
Birdview logo
Category Leaders

Software for managing multiple projects, tasks, and teams

Birdview adapts to business growth with comprehensive project oversight. Efficiently manage multiple projects, balance team workloads, and control budgets. Benefit from strong security and supportive service. Gain crucial insights for project and financial success through robust analytics.

Read more about Birdview

Users also considered
Prism PPM logo
Category Leaders

Cloud-based PPM for complete project portfolio management

Leading PPM and Project Management tool for PMOs. Top Gartner MQ rating. Gantt, Kanban, Resource Mgt, JIRA Sync, MSP Sync, & Dashboards.

Read more about Prism PPM

Users also considered
Project.co logo

Project Management, team collaboration, and task management

Project.co is a project management platform for team collaboration and communication. Users can create and work on multiple projects at once, generate invoices, share files, create task lists and timelines, assign role based permissions, create schedules and Kanban boards, and more.

Read more about Project.co

Users also considered
Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

Read more about Sage Intacct

Users also considered
Kantata logo

Always Deliver Amazing

Kantata PSA puts an end to unpredictable projects so professional services teams always deliver amazing.

Read more about Kantata

Users also considered

Key features for Project Portfolio Management software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Multiple Projects: Users value centralized management and clear visibility across multiple projects, improving prioritization, resource allocation, and efficiency. 98% of reviewers rated this feature as important or highly important.
  • Workflow Management: Reviewers appreciate customizable workflows that streamline processes, enhance task prioritization, and improve visibility for better project management. 97% of reviewers rated this feature as important or highly important.
  • Portfolio Management: Users highlight the ability to manage multiple projects within a portfolio, providing visibility, prioritization, and strategic oversight. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Reviewers find task management tools useful for organizing, prioritizing, and tracking tasks, ensuring efficient project execution and team collaboration. 94% of reviewers rated this feature as important or highly important.
  • Project Planning: Users appreciate detailed planning features that support time management, resource allocation, and milestone tracking for effective project management. 94% of reviewers rated this feature as important or highly important.
  • Task Scheduling: Reviewers emphasize the importance of task scheduling for setting deadlines, ensuring timely project completion, and maintaining accountability. 92% of reviewers rated this feature as important or highly important.