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Prism PPM

Prism PPM combines portfolio prioritization, project delivery and capacity planning for PMOs managing competing investments.

By Prism PPM

prismppm.com

Overview

Evaluate business value and strategic fit, forecast demand and test portfolio scenarios while tracking project and task delivery. Resource and capacity planning show staffing bottlenecks; Standard uses external analytics, while Business adds embedded analytics and unlimited Jira integration. At least 10 Manager licenses, an annual platform fee and a separately scoped implementation fee are required; seat prices are not total cost. The two-way Jira integration is included in Business. Confirm the edition and exchanged fields before budgeting for connected delivery.
More product details

Product

Aliases
  • WorkOtter
Documentation
prismppm.com/support-center
License Model
Proprietary
Solution Kind
Platform

Vendor · Prism PPM

Founded Year
1,998
Incorporation Country
United States
Legal Name
WorkOtter, Inc., DBA Prism PPM
Short company overview
Prism PPM provides portfolio and project management software for PMOs through WorkOtter, Inc., doing business as Prism PPM.
Website Url
prismppm.com

Who it is for

Industries
  • Government
  • Manufacturing
  • Insurance
  • Life sciences
Organization Types
  • Business
Roles
  • PMO
  • Project manager
Use Cases
  • Project portfolio management

Before you choose

Check before choosing

  • At least 10 Manager licenses, an annual platform fee and a separately scoped implementation fee are required; seat prices are not total cost.
  • The standard terms prohibit Personal Data in Customer Data unless the Order Form explicitly permits it. Confirm that permission before using the service for personal-data workflows.

Features

Project Portfolio Management

Explore category

Portfolio Management

Partial supportBuilt in
What you can do
  • Evaluate business value and strategic fit, forecast demand and test portfolio scenarios while tracking project and task delivery.
More details & conditions: Portfolio Management
Limits to check
  • At least 10 Manager licenses, an annual platform fee and a separately scoped implementation fee are required; seat prices are not total cost.

Resource Management

Partial supportBuilt in
What you can do
  • Resource and capacity planning show staffing bottlenecks; Standard uses external analytics, while Business adds embedded analytics and unlimited Jira integration.
More details & conditions: Resource Management
Limits to check
  • At least 10 Manager licenses, an annual platform fee and a separately scoped implementation fee are required; seat prices are not total cost.
  • Resource management, capacity planning and demand forecasting expose staffing bottlenecks across projects; confirm the detailed skill, calendar and budget constraints during implementation.

Project Planning

Partial supportBuilt in
What you can do
  • Use project templates with milestones and deadlines, lifecycle workflows and a risk register. Portfolio views expose dependencies within and between projects; scenario planning compares staffing options before applying them.

Milestone Tracking

Partial supportBuilt in
What you can do
  • Use project templates with milestones and deadlines, lifecycle workflows and a risk register. Portfolio views expose dependencies within and between projects; scenario planning compares staffing options before applying them.

Multiple Projects

Partial supportBuilt in
What you can do
  • Use project templates with milestones and deadlines, lifecycle workflows and a risk register. Portfolio views expose dependencies within and between projects; scenario planning compares staffing options before applying them.

Project Tracking

Partial supportBuilt in
What you can do
  • Track time against tasks and roll financials up to projects, programs and portfolios. Working hours and time off enter capacity planning through the Global Calendar; project baselines support earned-value measurement.

Risk Management

Partial supportBuilt in
What you can do
  • Use project templates with milestones and deadlines, lifecycle workflows and a risk register. Portfolio views expose dependencies within and between projects; scenario planning compares staffing options before applying them.

Workflow details

Planning
  • Task dependencies
  • Milestones
  • Resource planning
  • Project templates
  • Portfolio planning
Constraints
  • Capacity
  • Skills
  • Calendars
  • Budgets
Measurement
  • Name
    Project baselines and earned value
    Scope
    Projects with financial rollups to programs and portfolios
    Conditions
    • Confirm the required earned-value formulas, baseline configuration and completion-forecast calculation for your reporting workflow.
    Description
    Capture project baselines to measure earned value, track time against tasks and roll up financials at project, program and portfolio levels.
Granularity
  • Name
    Shared planning and reporting data
    Scope
    Tasks, projects, programs and portfolios
    Description
    Track time against tasks and roll financials up to projects, programs and portfolios. Working hours and time off enter capacity planning through the Global Calendar; project baselines support earned-value measurement.
Workflow boundary and exception handling
  • Portfolio scenarios and demand forecasts support resource planning. Verify how a delayed task changes shared staffing, dependent-project schedules and completion forecasts within the configured project plan.

Project Management

Explore category

Reporting/Project Tracking

Partial supportBuilt in
What you can do
  • Track time against tasks and roll financials up to projects, programs and portfolios. Working hours and time off enter capacity planning through the Global Calendar; project baselines support earned-value measurement.

Project Planning/Scheduling

Partial supportBuilt in
What you can do
  • Use project templates with milestones and deadlines, lifecycle workflows and a risk register. Portfolio views expose dependencies within and between projects; scenario planning compares staffing options before applying them.

Multiple Projects

Partial supportBuilt in
What you can do
  • Use project templates with milestones and deadlines, lifecycle workflows and a risk register. Portfolio views expose dependencies within and between projects; scenario planning compares staffing options before applying them.

Milestone Tracking

Partial supportBuilt in
What you can do
  • Use project templates with milestones and deadlines, lifecycle workflows and a risk register. Portfolio views expose dependencies within and between projects; scenario planning compares staffing options before applying them.

Task Management

Partial supportBuilt in
What you can do
  • Use project templates with milestones and deadlines, lifecycle workflows and a risk register. Portfolio views expose dependencies within and between projects; scenario planning compares staffing options before applying them.

Workflow details

Planning
  • Task dependencies
  • Milestones
  • Resource planning
  • Project templates
  • Portfolio planning
Constraints
  • Capacity
  • Skills
  • Calendars
  • Budgets
Measurement
  • Name
    Project baselines and earned value
    Scope
    Projects with financial rollups to programs and portfolios
    Conditions
    • Confirm the required earned-value formulas, baseline configuration and completion-forecast calculation for your reporting workflow.
    Description
    Capture project baselines to measure earned value, track time against tasks and roll up financials at project, program and portfolio levels.
Granularity
  • Name
    Shared planning and reporting data
    Scope
    Tasks, projects, programs and portfolios
    Description
    Track time against tasks and roll financials up to projects, programs and portfolios. Working hours and time off enter capacity planning through the Global Calendar; project baselines support earned-value measurement.
Workflow boundary and exception handling
  • Portfolio scenarios and demand forecasts support resource planning. Verify how a delayed task changes shared staffing, dependent-project schedules and completion forecasts within the configured project plan.

Pricing

Standard

20 (currency not confirmed) / user / month

Billed annually

Minimum quantity: 10

Add On Fees
  • Name
    Annual platform fee
    Price
    Amount
    6,000
    Period
    year
    Trigger
    Mandatory annual platform fee starts at $6,000; confirm the ISO currency and final platform amount in the quote.
    Unavoidable for scenario
    Yes
Cancellation Policy Url
prismppm.com/terms-of-service
Commitment Months
12
One Time Fees
  • Name
    Implementation
    Price
    Not publicly disclosed
    Trigger
    A one-time implementation fee is mandatory and scoped per customer for configuration, setup, training and report customization.
    Unavoidable for scenario
    Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Standard includes portfolio scenarios, capacity planning and limited Jira integration; native embedded analytics require Business or Enterprise.
  • Metric
    Included scope
    Conditions
    Mandatory annual platform fee starts at $6,000; confirm the ISO currency and final platform amount in the quote.
  • Metric
    Price conditions
    Conditions
    The public page uses the $ symbol without confirming an ISO currency; obtain currency and complete fees in the quote.

Business

30 (currency not confirmed) / user / month

Billed annually

Minimum quantity: 10

Add On Fees
  • Name
    Annual platform fee
    Price
    Amount
    6,000
    Period
    year
    Trigger
    Mandatory annual platform fee starts at $6,000; confirm the ISO currency and final platform amount in the quote.
    Unavoidable for scenario
    Yes
Cancellation Policy Url
prismppm.com/terms-of-service
Commitment Months
12
One Time Fees
  • Name
    Implementation
    Price
    Not publicly disclosed
    Trigger
    A one-time implementation fee is mandatory and scoped per customer for configuration, setup, training and report customization.
    Unavoidable for scenario
    Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Business includes embedded analytics, Power BI Gateway, Databricks Connect, AI Chat and unlimited Jira integration.
  • Metric
    Included scope
    Conditions
    Mandatory annual platform fee starts at $6,000; confirm the ISO currency and final platform amount in the quote.
  • Metric
    Price conditions
    Conditions
    The public page uses the $ symbol without confirming an ISO currency; obtain currency and complete fees in the quote.

Enterprise

Contact vendor

Billed annually

Minimum quantity: 10

Add On Fees
  • Name
    Annual platform fee
    Price
    Amount
    6,000
    Period
    year
    Trigger
    Mandatory annual platform fee starts at $6,000; confirm the ISO currency and final platform amount in the quote.
    Unavoidable for scenario
    Yes
Cancellation Policy Url
prismppm.com/terms-of-service
Commitment Months
12
One Time Fees
  • Name
    Implementation
    Price
    Not publicly disclosed
    Trigger
    A one-time implementation fee is mandatory and scoped per customer for configuration, setup, training and report customization.
    Unavoidable for scenario
    Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Enterprise adds organization-wide portfolio scope, additional view-only licenses and customized pricing.
  • Metric
    Included scope
    Conditions
    Mandatory annual platform fee starts at $6,000; confirm the ISO currency and final platform amount in the quote.
  • Metric
    Price conditions
    Conditions
    The public page uses the $ symbol without confirming an ISO currency; obtain currency and complete fees in the quote.

Technical details

AI

Action Permissions
  • Action
    Create projects, update status and record time
    Approval
    User confirmation is required before any permanent change to project data.
    Permissions
    • Project data visible to the user’s persona and access level.
    Object scope
    Project data visible to the user’s persona and access level.
    Target system
    Prism PPM
Human Approval
  • Selected actions
Input Modalities
  • Text
  • Structured data
Output Modalities
  • Text
Use Cases
  • Portfolio briefs
  • Data quality analysis
  • Risk analysis
  • Project creation
  • Time entry

API

Programmatic access
Yes

Implementation

Delivery Mode
  • Vendor

Deployment

Delivery Models
  • Cloud (SaaS)

Data

Post Termination Access Days
0

Security

Access Models
  • Role based
Assurances
  • Kind
    Self declaration
    Scope
    Prism PPM service
    Standard
    SOC 2 Type 2
    Exceptions
    • Confirm the certificate or report’s current validity and exact scope before using it as procurement evidence.
    Evidence URL
    prismppm.com/our-solution
Audit Events
  • Record changes
  • AI interactions

Support

Channels
  • Ticket
  • Knowledge base
Training Formats
  • Webinar
  • Documentation

Integrations

Jira

Direction
Bidirectional
Method
Built-in connector
Objects
  • issue_key
  • summary
  • status
  • dates
  • time_spent
  • remaining_effort

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