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Top Rated Project Portfolio Management Software with Document Management in 2026

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

Last updated: April 2026

Document management organizes and stores project data, ensures easy access to essential documents, and maintains consistency across projects. It supports efficient updates, facilitates document categorization, and integrates with tools like SharePoint for improved collaboration. Our reviewers in project portfolio management software rated this feature as highly important.

5 Best Project Portfolio Management Software with Document Management

Product
User rating
Starting price
Jira logo
4.4
(15.3K)
7.91
per user/per month
Smartsheet logo
4.5
(3.4K)
12
per user/per month
Asana logo
4.5
(13.5K)
10.99
per user/per month
monday.com logo
4.6
(5.7K)
9
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month

See other top Project Portfolio Management products with document management

How we picked the 5 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 document management, 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 up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for document management, and Highly rated for free version. 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 5 best products

Jira logo
Reviews Sentiment
 
 
 
1-2(214)
3-4(6,630)
5(8,464)
Key Features
Multiple Projects4.6
Workflow Management4.5

User insights about the document management feature

Users report that Jira's document management allows for easy attachment and organization of files within tasks. They value the integration with Confluence for enhanced collaboration and version control. However, some reviewers prefer using other tools like SharePoint for comprehensive document management, noting that Jira's capabilities in this area are not as strong.
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“Document management in Jira streamlines file sharing, version control, and access, ensuring efficient collaboration and documentation within projects.”
Verified reviewer profile picture

Ahmed R.

Account executive

“During the execution of a project, evidence is generated that is crucial for documentation. With Jira we can store history and have a reliable, visualization-based document repository.”
Verified reviewer profile picture

Luis E.

Project Manager

Starting price
7.91per user /
per month
Pros and Cons based on 15,308 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

Comprehensive project tracking

Effective sprint management

Enhanced team collaboration

Extensive integration options

Support for agile development

Frequent performance issues

Complex navigation

Challenging issue management

Inefficient search and filter

Complicated setup configuration

See pros and cons details
Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Multiple Projects4.5
Workflow Management4.5

User insights about the document management feature

Reviewers appreciate Smartsheet's document management for its ability to attach files to specific rows and share entire folders. They find it useful for keeping all documents in one place and ensuring version control. However, some users mention limitations in functionality and prefer using other tools like SharePoint for more robust document management.
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“We have found that linking documents to a row in Smartsheet is a visibly small feature (paperclip icon), that many individuals did not pay attention or missed it. Plus, we house most of our documents in another application (Microsoft SharePoint) and it was not easily integrated with Smartsheet.”
CM

Caroline M.

Value-Based Solutions Manager

“Smartsheet allows attaching all types of documents which related to each ticket at each ticket row or to attach it to the entire sheet this feature helps us in following documentation requirements for our organisation process and procedures ”
Verified reviewer profile picture

Ahmed A.

COMPLIANCE Officer

Starting price
12per user /
per month
Pros and Cons based on 3,479 verified reviews
Verified reviewer profile picture

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details
Asana logo
Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,050)
Key Features
Multiple Projects4.6
Workflow Management4.5

User insights about the document management feature

Users find Asana's document management helpful for attaching and organizing files within tasks, making collaboration easier. They appreciate the seamless integration with Google Drive and the ability to keep everything in one place. However, some reviewers mention a lack of advanced document editing features and prefer using other tools for comprehensive document management.
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“ASANA assumes the responsibility of managing the information that supports the project, seen as evidence in the execution of activities, in this way, its repository is integrated with the other functions of the application.”
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Marianela F.

Water Treatment Consultant

“Asana's document management rocks! It's seamless to attach and organize files within tasks, ensuring everything is in one place. Collaborating on documents has never been easier!”
Verified reviewer profile picture

Noer I.

UI UX Designer

Starting price
10.99per user /
per month
Pros and Cons based on 13,544 verified reviews
Verified reviewer profile picture
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Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Multiple Projects4.6
Workflow Management4.5

User insights about the document management feature

Reviewers indicate that monday.com offers solid document management capabilities, facilitating organization and collaboration. They appreciate the ease of adding and sharing documents, as well as the ability to comment directly on files. However, some users find the document feature laggy and prefer using other tools for more robust document management.

See related user reviews

“Being able to manage my documents is crucial for my team and business especially as majority of them are overseas and we all travel quite frequently so this makes organization and keeping our tasks organized This is also an awesome feature.”
SS

Stephen S.

CEO

“I like having a space where I can keep and manage all my documents realted to specific work that I do. I belive that monday.com is perfect for that. It has become a critical part of my work management experience.”
CC

Chelsea C.

Graphic Designer

Starting price
9per user /
per month
Pros and Cons based on 5,720 verified reviews

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,342)
5(3,166)
Key Features
Multiple Projects4.6
Workflow Management4.4

User insights about the document management feature

Reviewers appreciate ClickUp's document management capabilities, highlighting the ease of creating, tagging, and organizing documents with templates. They find the integration with cloud services and the ability to attach documents to tasks beneficial for collaboration. Users also value the centralized storage, real-time collaboration, and version history, although some feel it lacks features compared to other products.
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“ We love the way that "Document Management" in ClickUp helps to keep our team organized and on track. It's really easy to create folders and subfolders to store your files, and then quickly find them again when you need them. You can also add comments and tasks to your documents, which is really helpful for keeping everyone on the same page. ”
Verified reviewer profile picture

Mary A.

Digital Marketer

“Creation and attachment of documents are made much easier using Clickup Docs' templates. The documents can be tagged using keywords to allow colleagues search with more accuracy and speed. This makes Clickup an excellent tool for collaboration and timely sharing of deliverables such as reports, designs and pages for presentations.”
MO

Michael O.

Senior Civil Engineer

Starting price
10per user /
per month
Pros and Cons based on 4,558 verified reviews
Verified reviewer profile picture

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Other Top Rated Project Portfolio Management Software with Document Management in 2026

Jira logo

Project management and work tracking software

Portfolio for Jira provides a single, accurate view for planning and managing initiatives across multiple teams and projects - any team, any size. Get started!

Read more about Jira

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
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
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
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
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

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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

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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
Profit.co logo

AI-enabled enterprise strategy management software

Profit.co is a cloud-based and AI-enabled strategy execution that assists with managing individual, team,and organization-wide goals for businesses of all types. Businesses can utilize Profit.co to define custom metrics and roll out OKRs across the entire company in order to track goals and results.

Read more about Profit.co

Users also considered
Businessmap logo
Category Leaders

Lean portfolio management platform for strategy execution.

Kanbanize is an enterprise-ready platform for agile project, product, and portfolio management. It provides visibility across all teams, connects strategy with execution, and helps teams deliver faster.

Read more about Businessmap

Users also considered
Favro logo

The agile collaboration app for organizational flow.

Favro brings business agility by empowering teams to work autonomously, while also aligning their planning towards company objectives.

Read more about Favro

Users also considered
Workzone logo

Stay Organized. Meet Deadlines. Collaborate Better.

Project management software for Marketing, Operations, and IT Teams. Unlimited human support & training. Flat-fee, no add-ons, pay one for core users (not every login). Plans start at $8 per user per month.

Read more about Workzone

Users also considered
Quickbase logo

Dynamic work management and project platform

Quickbase is a low-code application platform for dynamic work and complex project management. It allows teams to build custom applications without extensive coding, connecting information, processes, and people across business functions. It offers solutions for project management, resource optimization, workflow automation, and field service management, with features like integrations, mobile access, and real-time insights to help organizations manage work from start to finish.

Read more about Quickbase

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: Reviewers appreciate the centralized management and visibility, enabling effective prioritization, resource allocation, and efficient handling of multiple projects simultaneously. 98% of reviewers rated this feature as important or highly important.
  • Workflow Management: Users value the streamlined processes, automation of tasks, and customization options, which enhance visibility, prioritization, and efficiency in managing workflows. 97% of reviewers rated this feature as important or highly important.
  • Portfolio Management: Reviewers highlight the ability to manage resources, dependencies, and visual notifications, providing comprehensive visibility and prioritization across multiple projects. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users find task management tools effective for organizing, prioritizing, and tracking tasks, improving collaboration, accountability, and overall project efficiency. 94% of reviewers rated this feature as important or highly important.
  • Project Planning: Reviewers emphasize detailed planning capabilities, including resource allocation, timeline management, and visibility, which facilitate effective project execution and monitoring. 94% of reviewers rated this feature as important or highly important.
  • Task Scheduling: Users appreciate the ability to set timelines, dependencies, and due dates, ensuring timely completion and accountability in project tasks. 92% of reviewers rated this feature as important or highly important.