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Top Rated Project Portfolio Management Software with Document Storage 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

Document storage in project portfolio management software centralizes project data, ensures secure storage, supports version control, and enhances collaboration. It keeps everything organized and easily accessible, allowing for efficient management and retrieval of important documents. Our reviewers in project portfolio management software rated this feature as highly important.

3 Best Project Portfolio Management Software with Document Storage

  • Asana
  • monday.com - Highest rated for document storage
  • ClickUp

See other top Project Portfolio Management products with document storage

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 document storage, 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 document storage 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 document storage feature

Reviewers appreciate Asana's document storage for its ease of uploading and secure storage capabilities. They find it useful for attaching and organizing project documents, making it easy to collaborate and access files. Users highlight the integration with GDrive for seamless file sharing, although some mention that Asana is not their primary document storage solution. They value the centralized storage, version control, and the ability to include various document types. However, some users feel that Asana lacks advanced document management features and prefer using other cloud storage services.
“The document storage is critical is collecting and saving all documents regarding projects being worked on and is proof of productivity of tasks being complete.”
KU

Kyra U.

Marketing Assistant

“Their system conveys a lot of security, so we use asana also as a cloud, we save important documents and work to be edited.”
Verified reviewer profile picture

Natalia M.

Administrative Secretary

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.

monday.com logo
4.6
(5.7K)

User insights about the document storage feature

Users find monday.com's document storage helpful for organizing and accessing important files. They appreciate the ability to upload documents directly from their computer or cloud services like Dropbox and Google Drive. Reviewers highlight the ease of accessing documents through boards with links to various storage locations. They also mention the secure storage and the ability to categorize and design cards for better file organization. However, some users note occasional upload issues and limited use of the feature due to reliance on other storage solutions.
“Like most organizations, we have documents in various locations: OneDrive, Dropbox, Google Drive, in-house servers, Sharepoint, Teams, etc., and it's hard for people to find them sometimes. In Monday, we set up a board with those documents listed and a simple link to click to access them. That way it doesn't really matter where the document is actually stored...all you have to do is go to the Monday board that has those links and click!”
GD

Galen D.

COO

“I deal with around 30 documents from each client and their secure storage is very critical for me. Monday.com not only gives me the ability to store documents but many layers of security as well.”
KT

Kunal T.

Co-Founder

Project Portfolio Management key features coverage

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

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

Pros and cons based on 5,720 verified reviews

65% of users rated monday.com 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 5,720 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

Cons:

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details

Pricing

Starting price:$9 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 document storage feature

Reviewers indicate that ClickUp's document storage is convenient and user-friendly, allowing them to manage and store documents efficiently. They appreciate the ability to share and edit documents within the team and find it helpful to have everything in one place. Users report enjoying the unlimited storage and the integration with Google Drive for linking files to tasks. They also value the security of remote file access and the ability to organize documents accurately, including using Microsoft programs.
“Cloud storage utilisation for documents linked to clickup files, such as files in Google drive linked to tasks in clickup make clickup an excellent collaboration tool.”
MO

Michael O.

Senior Civil Engineer

“We can share documents back and forth and edit among the team. Once complete we know we can go to ClickUp to find it.”
LZ

Laura Z.

Proposal & Marketing Specialist

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.

Other Top Rated Project Portfolio Management Software with Document Storage 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
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
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
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
Celoxis logo
Category Leaders

AI-enabled platform for streamlining project management

Celoxis, the #1 PPM software, combines robust project management capabilities with AI-driven features to help you plan, execute, and deliver projects efficiently. With centralized visibility, unique KPIs, and seamless scalability, Celoxis is your single source of truth for informed decision-making.

Read more about Celoxis

Users also considered
Scoro logo

Manage projects, resources, and finances in a single system

Fixed-fee, time and material to retainer projects. Manage your entire project portfolio within a single system from sales and planning to delivery and invoicing. Gain a real-time overview of results and ensure your projects make money.

Read more about Scoro

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 value centralized management, clear visibility, and efficient resource allocation for handling multiple projects. Users appreciate dashboards and reporting for comprehensive oversight. 98% of reviewers rated this feature as important or highly important.
  • Workflow Management: Users highlight the ability to streamline processes, prioritize tasks, and customize workflows. Teams benefit from visibility into task progress and the automation of manual processes. 97% of reviewers rated this feature as important or highly important.
  • Portfolio Management: Reviewers appreciate the overall visibility into project status, resource allocation, and strategic alignment. This feature aids in prioritizing projects and managing dependencies across a portfolio. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users find it useful for organizing tasks, tracking progress, and ensuring accountability. The ability to assign tasks, set priorities, and monitor deadlines enhances team productivity. 94% of reviewers rated this feature as important or highly important.
  • Project Planning: Users highlight detailed planning capabilities, including resource allocation, milestone tracking, and collaborative features. It helps teams manage timelines and dependencies effectively. 94% of reviewers rated this feature as important or highly important.
  • Task Scheduling: Reviewers emphasize the importance of setting timelines, assigning due dates, and ensuring on-time task completion. Scheduling features help organize work and maintain productivity. 92% of reviewers rated this feature as important or highly important.