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Project, resource, and portfolio management solution
our rating 4.5 out of 5 Stars

WorkOtterProduct Overview

  1. About WorkOtter
  2. Pros of WorkOtter
  3. Cons of WorkOtter
  4. Breakdown of core features

WorkOtter product overview

WorkOtter is a cloud-based resource, project, and portfolio management (PPM) solution for organizations looking to reach their full potential. It allows businesses to follow best practices through the power of integrated resource management, workflow, project planning, and dashboards. It provides a simple SaaS platform for IT, New Product Development, and Engineering PMOs.

WorkOtter is a completely secure enterprise project management system that even small companies can afford and grow into. It manages and optimizes many kinds of project and program groupings, including project, IT service, product, and application portfolios. Other features include What-if Scenarios, Capacity Planning, Forecasting, and Resource Management.

Moreover, this project management solution maintains its own virtual private cloud and host in a United States Federally-Operated data center. It also uses the full Oracle DataGaurd for increased security.

Pros of WorkOtter

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  • WorkOtter assigns clients with a dedicated implementation specialist to assist with setup, data import, training, and reporting.
  • The system runs on a secure and private cloud, making projects available 24/7. It also eliminates the need to purchase servers, install software, or manage patches and upgrades.

Cons of WorkOtter

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  • According to users, generating reports in WorkOtter is time-consuming.

Breakdown of core features

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Project management

WorkOtter gives project managers extensive features to streamline project planning track tasks, risks, milestones, deliverables, and interdependencies. It lets managers make project details visible to every stakeholder to identify and fix issues before impacting the portfolio. Additionally, it offers Automatic Two-way Data Syncing to ensure everyone sees everything.

Portfolio management

With WorkOtter, teams can handle multiple projects in a consolidated roadmap. Project managers can understand hour resource constraints and Drag & Drop for “What If?” scenario planning.

The system captures requests, prioritizes projects, simplifies decision-making, manages projects, and provides post-project assessments. It promotes strategic planning, enabling users to understand how different hiring and budget options will affect future project completions.

Reports and dashboards

The solution has numerous professional reports and dashboards designed by and for clients. It also brings a dashboard visual designer that facilitates full build/customization and makes PMO reporting fun. Users can personalize dashboards and reports by company, department, or users and distribute them to internal or external stakeholders.

Resource management

WorkOtter gives teams a simple way to forecast and offers clear Supply vs. Demand reporting, allowing users to know when to start, who to hire, and when projects will finish. Team members can determine what they can accomplish with existing resources or assess additional needs for committed projects.

Managers can assign tasks suited to skills, establish clear expectations, track time, and present team feedback along the way. They can also move assignments from over-utilized staff to those with availability.

(Last updated on 03/23/2022 by Liz Laurente-Ticong)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
  • Works Best For
    Any Sized Businesses





  • Project Management
  • Resource Capacity Planning
  • Supply vs Demand
  • Forecasting
  • Timesheets
  • Portfolio Management
  • Roadmaps
  • What-If Scenarios
  • Intake/Ideation
  • Business Value Assessment


  • JIRA
  • Microsoft Project
  • Office 365
  • Sharepoint
  • Google Drive
  • Box
  • Dropbox
  • API integrations

Pricing Model

  • Limited Access
  • Team Member
  • Managers


  • English