More and more project managers are getting involved with selecting project management software. This makes a lot of sense – after all, project managers are the people who will be using the product on a day-to-day basis so it’s good to involve them in the choice. They will also have strong views about what the software should do and how it can help them manage their projects.
If you are asked to get involved in choosing new software for the team, what should you be looking out for? Below I share my top 10 essential features must keep in considerations when buying a project management software. They aren’t in order of importance, as what’s most important for you and your team will be very different from what’s important to someone else. And you might think some of them aren’t important at all! Use the list as a starting point when it comes to reviewing the software on the market and assessing what products you would like to add to your shortlist.
1. Ease Of Use
First, you need to make sure that whatever software you invest in is easy to use! It should go without saying, but some tools are very complicated and users require several days of training. The best product for you will be something that you find straightforward to use and that will suit your team. Many tools offer free trials so you’ll get to see what it is like working with the software before making the commitment to buy it.
2. Scheduling Tools
If you want to be able to manage your projects effectively, you’ll need professional-grade scheduling tools like Gantt chart software. Many basic products won’t display your project plans in a Gantt chart format and will simply show you a list of tasks. While that might be OK for very small projects with a tiny team, as soon as you start to manage anything even a little bit complicated you’ll need more than that, so look for it now.
3. Task Management
A task list is the start of all Gantt charts, so you’ll need task management features too. This should also include the ability to assign tasks to others in the team so that they know what work they should be focused on.
You should be able to order tasks in ways that make sense to you, group them together, and add target completion dates. Being able to send out email alerts to the person responsible for completing the work is another bonus!
4. Ability To Share Externally
Sharing your plans and tasks with team members in your own company is one thing, but you can also look for the functionality to make that project data available to people outside your own business. This is especially useful when it comes to working with contractors and third parties. It’s also another reason why cloud-based online software is so popular and effective.
5. Real-Time Reporting
Save yourself some time by finding a product that has real-time reporting. This will pull data from various different areas of the project management software and use it to produce reports that reflect the current status of the project.
6. Dashboards And Graphical Reports
While we’re on the subject of reports, something that will show your reports in a graphical format is often handy. It might not be the deciding factor when it comes to choosing a tool, but in my experience, many stakeholders and sponsors respond best to dashboards and charts over written reports. Look for a tool that has built-in dashboards that can be tailored for each stakeholder.
Functionality is all well and good, but if your data isn’t safe, then the integrity of your project isn’t either. Check out the security options offered by your preferred software provider. If they are hosting your software online, make sure they have 256-bit encryption and use a separate, dedicated hosting platform to keep your customer data safe and secure from everyone else’s.
8. Professional Interface
There are so many tools out there, but some look quite old-fashioned. Your primary criteria for choosing a software product should really be functionality, but it doesn’t hurt to go for something that looks attractive. You’ll like using it and your colleagues will think you are cutting edge!
Lots of reports out of the box is a great feature, but it’s even better to have the ability to customize your experience with custom exports and fields. You should be able to make small changes to the look of the tool to let it reflect your own working preferences. Some will let you upload logos, change colors and so on. The most important areas for customization are reports and data columns as you really do want the flexibility to be able to show exactly what information your stakeholders are interested in and what you need to be able to manage the project
Finally, look out for a project management product that includes timesheets. These might not be a popular choice with your team but they will help you keep on track of the tasks that need doing. They provide early warnings about delays and also let you check the validity of your task estimates. Go for a product that makes it easy for your team to complete their timesheets, such as one that lets you copy the tasks and activities from the previous week.
These are my top 10 recommendations for product features. You can decide which of them are most important for you, and select your project management software based on those criteria. There are so many products to choose from that it’s important to make the right choice for you and the team, so take your time and test out your shortlisted software before making a final decision.