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Exam Code: MOPF Practice exam 2023 by Killexams.com team
MOPF M_o_P (Management of Portfolio Foundation)

EXAM CODE: MOPF
EXAM NAME: M_o_P (Management of Portfolio Foundation)

Portfolio management helps organizations make decisions about implementing the right changes to their business as usual (BAU) activity via projects and programmes. The Management of Portfolios (MoP®) guidance provides senior executives and practitioners responsible for planning and implementing change, with a set of principles, techniques and practices to introduce or re-energize portfolio management.

- Senior management engagement supports effective portfolio management.
- Senior managers should support portfolio management.
- Approaches and techniques to align programmes and projects with organizational strategy.
- Techniques that facilitate strategic alignment even where strategic measures are not clearly defined.
- The services it provides.
- How it differs from a programme or project office.
- The elements of an energized change culture.
- The energy states.
- Sources of organizational energy.
- Understand
- Categorize
- Prioritize
- Balance
- Plan
- Three point estimating and reference class forecasting.
- Driver-based strategic contribution analysis.
- Multi-criteria analysis.
- Decision conferencing.
- Clear line of sight planning.
- Understanding the current portfolio.
- Splitting the portfolio into organizationally appropriate categories or segments.
- Using appropriate approaches to prioritize the portfolio.
- Considering what factors need to be taken into account in balancing the portfolio.
- Completing a portfolio strategy and delivery plan.
- Whether the approaches adopted are appropriate, with reasons, in a given scenario when:
- Understanding the current portfolio.
- Categorizing the portfolio.
- Prioritizing the portfolio.
- Balancing the portfolio.
- Completing a portfolio strategy and delivery plan.
- Management control
- Benefits management
- Financial management
- Risk management
- Stakeholder engagement
- Organizational governance
- Resource management
- Management by exception
- One version of the truth
- Staged release of funding
- Clear line of sight reporting
- Champion-challenger model
- Management control
- Portfolio-level benefits management
- Portfolio-level financial management
- Portfolio-level risk management
- Portfolio-level stakeholder engagement
- Portfolio-level resource management
- Management control
- Portfolio-level benefits management
- Portfolio-level financial management
- Portfolio-level risk management
- Portfolio-level stakeholder engagement
- Portfolio-level resource management
- The purposes of the main portfolio management roles identified in MoP:
- Portfolio Direction Group/Investment Committee
- Portfolio Progress Group/Change Delivery Committee
- Business Change Director/Portfolio Director
- Portfolio Manager
- Portfolio Benefits Manager
- The purposes of the main portfolio management documentation:
- Portfolio Management Framework
- Portfolio Benefits Management Framework
- Portfolio Strategy
- Portfolio Delivery Plan
- Portfolio Benefits Realization Plan
- Portfolio Financial Plan
- Portfolio Resource Schedule
- Portfolio Stakeholder Engagement and Communication Plan
- Portfolio Dashboard Report
- 01 The responsibilities of the main portfolio roles identified in MoP:
- Portfolio Direction Group/Investment Committee
- Portfolio Progress Group/Change Delivery Committee
- Business Change Director/Portfolio Director
- Portfolio Manager
- Portfolio Benefits Manager
- The recommended contents of the main portfolio management documentation:
- Portfolio Management Framework
- Portfolio Benefits Management Framework
- Portfolio Strategy
- Portfolio Delivery Plan
- Portfolio Benefits Realization Plan
- Portfolio Financial Plan
- Portfolio Resource Schedule
- Portfolio Stakeholder Engagement and Communication Plan
- Portfolio Dashboard Report
- Identify appropriate information, using typical contents, for inclusion
- Portfolio Management Framework
- Portfolio Benefits Management Framework
- Portfolio Strategy
- Portfolio Delivery Plan
- Portfolio Benefits Realization Plan
- Portfolio Financial Plan
- Portfolio Resource Schedule
- Portfolio Stakeholder Engagement and Communication Plan
- Portfolio Dashboard Report
- Portfolio Direction Group/Investment Committee
- Portfolio Progress Group/Change Delivery Committee
- Business Change Director/Portfolio Director
- Portfolio Manager
- Portfolio Benefits Manager
- Portfolio Management Framework
- Portfolio Benefits Management Framework
- Portfolio Strategy
- Portfolio Delivery Plan
- Portfolio Benefits Realization Plan
- Portfolio Financial Plan
- Portfolio Resource Schedule
- Portfolio Stakeholder Engagement and Communication Plan
- Portfolio Dashboard Report
- Portfolio Direction Group/Investment Committee
- Portfolio Progress Group/Change Delivery Committee
- Business Change Director/Portfolio Director
- Portfolio Manager
- Portfolio Benefits Manager
M_o_P (Management of Portfolio Foundation)
Exin (Management Free PDF
Killexams : Exin (Management Free PDF - BingNews https://killexams.com/pass4sure/exam-detail/MOPF Search results Killexams : Exin (Management Free PDF - BingNews https://killexams.com/pass4sure/exam-detail/MOPF https://killexams.com/exam_list/Exin Killexams : Free PDF to Word Converters for Windows PC

PDF to Word is one of the most frequently used search terms concerning PDFs; the reason is; that everybody wants to edit a PDF in a familiar format, and it is complicated to edit on a PDF. When people try to make changes in PDF files, they typically respond in two ways: they will look for a program that will allow them to edit the document directly, or they will attempt to convert the PDF to another file. There are simple online solutions if PDF editors don’t suit your needs. This article will cover the most popular and easy PDF-to-Word converters available online for free.

Free PDF to Word Converters

Here is the list of some of the best PDF to Word Converters For Windows PC. Since these are free services, you might face a limit on the PDF size. Hence it is recommended to use it for small files.

  1. Adobe website
  2. Microsoft Word
  3. PDF to Doc
  4. Zamzar
  5. Small PDF

Try each to find out what works best for you, then choose one. Some tools may offer better formatting, while others may offer a larger file size.

1] Adobe website

Adobe Acrobat online converter is a quick and simple tool to convert a PDF file into a Word document. Drag and drop your PDF, and your Word document should be ready for download. Acrobat quickly converts PDF files to DOCX file format while keeping the format of the original documents. You can check out their PDF to Word converter in any web browser.

Adobe Convert PDF to Word

To convert a PDF file into a Microsoft Word document, follow these simple steps:

  • Visit adobe.com
  • Drag the PDF into the drop point or select a file.
  • Choose the PDF that you wish to convert to a DOCX file.
  • Observe as Acrobat immediately converts the File from a PDF to a Word document.
  • Download the Word document after conversion.

2] Microsoft Word

Microsoft has a free PDF conversion feature that lets you save your documents in PDF format. So, you can open a PDF in Word to make the necessary edits required for your document. PDFs that are primarily text-based work best for this. Word won’t format PDFs of book chapters or documents that appear to be copies of manuscripts. Check out the following steps to edit PDF in Word.

Microsoft PDF To Word

  • Open Word and select Open on the left pane.
  • Find the PDF file you want to edit and press Open. Press OK to change your File into a Word document.
  • Do the required changes in the document. Go to File> Click Save.
  • Select your destination folder. Click on the drop-down box Save as type and choose PDF from the given list. Click Save.

In the converted document, some details may change—for example, line breaks or page breaks.

3] PDF to Doc

PDF to DOC converter enables you to save a PDF file as an editable document in Microsoft Word DOC format. It ensures better quality when compared to other tools. Both college students and professionals can easily use to tool to make edits. The following steps will guide you on uploading and converting a PDF to a Word document.

pdf to doc convertor

  • As given in the image, go to the UPLOAD FILES button.
  • You can select up to 20 PDF files you want to convert and wait for the conversion process to get over.
  • Download the outputs, one File at a time or all of them simultaneously in a ZIP file by using the get ALL option.

4] Zamzar

Zamzar is another converter that can easily convert images or documents. Using Zamzar, it is possible to convert PDF files to a variety of other formats: PDF to BMP (Windows bitmap), PDF to CSV (Comma Separated Values), PDF to DWG (AutoCAD Drawing Database), etc. One of the methods listed below makes it simple to convert your files:

  • By using the converting tool found on their homepage.
  • By using their desktop application.
  • By utilizing their email conversions service.

Zamzar PDF to Word

Follow the steps below to convert the file using Zamzar:

  • Please select the file you wish to convert from wherever it is located on your computer by clicking the Add Files button in the first step of the conversion program.
  • In the second step, choose a format from the drop-down menu, i.e., WORD
  • Select Convert Now, which is Step 3.

Once your file has been converted, you can get it from our website. You can optionally deliver an email address in Step 3 if you prefer to get a link to your converted file.

5] Small PDF

Small PDF is yet another converter that easily converts PDFs to Word docs. You can quickly convert PDF to Word with a few clicks and drag. There is no file size restriction, and using their service does not require registration. Their PDF to Word converter works well on Windows, Mac, or Linux. The free trial version is limited to daily conversions of up to two files. They also deliver importance to privacy so that all files will be deleted forever from their servers after one hour.

smallpdf PDF to Word

Follow these steps given below to convert your files into Small PDFs.

  • Drag your PDF or upload it by clicking CHOOSE FILES. Choose your File from its destination and click Open.
  • A new page will open and show you two options: 1) Convert to Word and 2) Convert to Editable Word (OCR). The first option is free, and the second option requires payment. If you want a free trial, click on the first and choose options.
  • Your PDF file will be converted into a Word doc and ready for editing.

Check out the online converter.

The main advantage of converting a PDF to Word is that you can directly edit the text on Word. Here, the benefit of an online PDF to Word converter comes to play because making changes to your PDF using an online PDF editor is not practical. Once a PDF has been converted to Word, adjustments can be made quickly using Word or other equivalent applications. You can also easily convert the edited Word document to PDF by choosing PDF format.

Thus, you can visit any website mentioned in the article, and that should get the job done.

How to Add a PDF to your Office file?

Insert a PDF file as an object to add it to your Word document. By doing this, the PDF effectively merges with the Word document. It implies that unless you link to the source PDF file, any changes you make to the source PDF file won’t be reflected in the embedded file in the Word document.

Open the Word document into which the PDF should be inserted. Select Insert > Object > Create from File. Find the PDF you wish to insert and click OK.

What are the restrictions of any PDF to Word Converter?

As a result of things being virtually printed onto a blank piece of paper to create PDF files, maintaining the original formatting of your PDF is a very challenging issue after converting it into a Word doc. There are no guidelines on where objects are placed on the page compared to most other file formats (such as papers, presentations, etc.)—because of this, converting PDFs to other file formats is quite challenging.

Free PDF to Word Converters
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Killexams : The Best Free Project Management Software

Our content is funded in part by commercial partnerships, at no extra cost to you and without impact to our editorial impartiality. Click to Learn More

We've tested 14 free project management software providers and found out that ClickUp currently has the best free plan. The plan includes a fantastic collection of features, including custom project templates and automations, a range of customization options, and, importantly, no limit on how many users can participate in your project.

Without needing to spend a cent on ClickUp's free plan, you'll be able to streamline user workflows with pre-built and custom automations, access a full suite of task management features, and display all your data in charts and widgets on a data dashboard. To top it all off, ClickUp's free customer support provision is much broader than what's on offer from other competitors, and there's even 24/7 live support available on the provider's free plan.

If you'd like to compare project management software aside from these free plans, visit our comparison page to find out how they stack up against one another, and which one is best for your business.

In this guide, you'll find:

Free stuff is always great

But it's even better if it revolutionizes your work life

The Best Free Project Management Software

It's fair to say that not every business has an endless budget to spend on expensive software, even if it's certain to make working practices efficient and assure the delivery of successful projects.

The good news is that a lot of the top project management software providers now offer free plans that are actually worth using. They include the vast majority of features available on their paid plans, but often have varying user, project, and/or storage limitations. Below is a quick summary of the providers, but scroll down for an in-depth look at all of them.

Zoho Projects (Free Plan)

Clean, straightforward interface

  • Custom automations and project templates
  • 24/7 live support
  • Lots of collaboration tools
  • Very easy to use
  • Online whiteboard included
  • Form builder for feedback
  • Unlimited users
  • Unlimited projects
  • spreadsheet-style view available w/formulas
  • Helpful CRM, communications and reporting integrations
  • Great charts and widgets
  • No user limit
  • Great collaboration features for free plan
  • Multiple avenues to contact support
  • Kanban board & Gantt Chart
  • Clean, unintimidating interface
  • More than one way to visualize progress
  • Unlimited projects
  • Excellent collaboration features
  • Instant team messenger included
  • Lots of CRM integrations
  • Gantt charts, custom fields, and resource management tools have usage limits
  • 5 project limit
  • No project templates
  • 2 person limit
  • No charts or widgets for data
  • No automations
  • Few collaboration tools
  • No onboarding assistance
  • Not the easiest to use
  • Very few collaboration features
  • 2-project limit on free plan
  • No project templates
  • User limit of 5
  • Most key features on paid plans
  • No automation builder
  • No data visualization tools
  • Lacking chart builder
  • Only suitable for small teams
  • No post-project feedback gathering

About Our Research

Here at Tech.co, if we're writing about a product, service, or software program, it means we've used and tested it and free project management software is no different. We have a team of full-time researchers who dedicate their time to finding out everything we need to know to write comprehensive, objective reviews.

There are loads of websites out there that claim they've used the products they're reviewing as well as providers that claim their software or service is the best. We try to cut through that noise with our research, providing accurate test results based on real experiences with the software and services in question. We do have commercial partnerships with some of the software we write about, but this never affects our editorial independence, which is guaranteed by our research.

Jump to the section of this article that explains how we chose the best free project management software for a detailed rundown of the criteria and factors that helped us to decide which ones ruled the roost.

ClickUp

Free plan available

Best for: All-around free plan
Paid pricing from: $7 per user, per month

ClickUp's incredible free plan came out on top in the battle of the free plans for a number of reasons including the fact that there's no user limit, so it's suitable for teams of all sizes. ClickUp's ‘List View' was highlighted by our research team as a particularly easy way to edit tasks (requiring just a click of the mouse), and they noted that all the essentials you need for project management are included with the plan.

Cons

  • Not particularly suited to compiling project feedback
  • Clunky automation builder

ClickUp: free plan overview

There's a reason ClickUp's free plan, Free Forever, tops our list. It has all the task management features you could possibly need, some preset data visualization tools, and 24/7 live support. The (very minor) downside is that there's a five-project limit, but you can easily create another free account with a different email address once you max it out.

A couple of features have usage limits on ClickUp's free plan. Gantt Charts, Custom Fields, and Resource management tools are limited to 100 uses, whereas Milestones can only be used 10 times. Other tools, like a time-tracking function, are included with ClickUp's free plan, but not with no-fee packages offered by its competitors.

For example, monday.com doesn't have Gantt charts or Milestones on its free plan, and Jira, Wrike, and Zoho don't offer any resource management capabilities on their free plans.

Setting up with ClickUp is a straightforward and simple process. Accessing the tools and functions you need within the program is pretty intuitive, and it doesn't require any menu diving. All in all, ClickUp was a joy to use and scores 4/5 for usability according to our research team, second only to monday.com.

Unlike providers like Teamwork, ClickUp does have an automation builder and this is available for use on the free plan, although it was reasonably tough to master compared to some other ones, such as Asana's. There are also not many features for post-project feedback included within ClickUp's free plan.

ClickUp's List view with live chat assistant. Image: Tech.co's testing process

ClickUp paid plans pricing

Much like the provider's free plan, ClickUp's Paid Plans score very highly across the board, particularly when it comes to task management, customer support, workflow creation, and data visualization. ClickUp's first paid plan, the Unlimited plan, is available for $7 per user, per month, and the big difference is that the usage limits are removed from certain features.

If you'd like to compare paid plans across different providers, head over to our review of the best project management software currently available.

monday.com

Free plan available

Best for: Individuals, solo
Paid pricing from: $8 per user, per month

If you've heard of project management before, you've more than likely heard of monday.com. It's one of the most widely used programs for managing projects, notoriously easy to use, and highly functional.

The best platform for individuals & duos

Pros

  • Highly customizable platform
  • Custom fields feature available on all plans (including the free plan)
  • rule-based automation can be used to complete simple tasks, like archiving items

Cons

  • Free plan has 2-person user limit
  • Limited third party integrations
  • Higher tiers required for basic features

monday.com: free plan overview

With Kanban Boards and a spreadsheet-style view, monday.com's free plan has plenty of ways to view tasks. It also has useful collaboration features: a whiteboard, which isn't included in a lot of free (or paid, for that matter) plans in the project management world; and a form builder, which is useful for compiling post-project feedback.

On top of this, its free plan has an impressive number of preset charts and widgets you can make your own custom widgets too. There's also a dashboard function that allows you to keep track of all your project data.

For ease, monday.com uses a system called ‘Items', which are customizable rows and columns that can be used to input task information. This makes setting up a real breeze and it means you can effectively add as much or as little detail as you want.

However, there's a user limit of just two (perhaps the biggest downside) and only 500MB of storage on its free plan. The other thing worth knowing is that its free plan only lets you track tasks, rather than create projects. Sadly, many of the features that helped monday.com score 4.3/5 for usability in our last round of testing are not included with the free plan.

monday.com's chart builder. Image: Tech.co's testing process

That being said, monday.com's free plan still has a wealth of useful tools that, together, create a genuinely useful organizational space for individuals and teams of two.

monday.com paid plans pricing

In our latest round of project management software testing, monday.com receives particularly high scores for its paid plans when it came to usability, collaboration, data visualization, and, of course, customizability. The paid plans for monday.com start at $8 per user, per month for the Basic Projects plan, and there's no user limit on that package.

If you've got the budget for a paid plan, see how monday.com compares with its competitors.

Smartsheet

Free plan available

Best for: Individuals, freelancers
Paid pricing from: $7 per user, per month

Smartsheet never used to offer a free plan – until now. Recently, the project management software provider released a no-fee package suitable for 1 user, but a further two “editors” can also contribute to your project. So really, it's a three-person plan.

The most usable project management software solution

Pros

  • Free Trial available
  • Easy to use, even for beginners
  • Familiar, spreadsheet-like interface
  • Great for any sized company

Cons

  • Some features have limited functionality
  • Competitors like ClickUp have better collaboration features, such as an online whiteboard

Smartsheet: free plan overview

Smartsheet's free plan is limited compared to its paid offerings, but will still come in handy if you're a solo user. You'll be able to make up to 2 sheets to track tasks and projects – and of course, if you need to manage three or four concurrent projects, you can always make another free account.

There's also 500MB of storage up for grabs, plus you'll be able to log in with Microsoft 365, Google Workspace, or Apple ID for extra security. You won't get any dedicated customer support options, but you'll have access to Smartsheet's help and learning center, which is quite extensive and covers a lot of ground.

With Smartsheet's free plan, you'll get to access some of the task management features and project views available on its paid plans, such as the Grid view, Card view, and the Gantt view, which is pictured below:

Smartsheet's spreadsheet view and “Conversations” tool. Image: Tech.co's testing process

Smartsheet paid plans pricing

In our last round of testing, we found Smartsheet to be the most usable project management software on the market. It has dedicated features for a much wider variety of tasks than simpler software like Trello. It also excelled when it came to data visualization, complex task management, and building automations, but it's pretty impressive across the board.

Paid plans start at $7 per user, per month for the Pro plan, and there's also a $25 per user, per month Business plan and an Enterprise plan without public pricing.

Wrike

Free plan available

Best for: Task Management
Paid pricing from: $9.80 per user, per month

Wrike's not quite as useful as ClickUp or monday.com but, as free plans go, it's still got one of the best offerings in the business. It's great for reallocating tasks and making changes to your project's timeframe, and all this can be done with minimal menu diving.

The best project management software for complex task management

Pros

  • No-nonsense, robust feature catalog
  • Lots of customizability
  • Strong task management and data tools

Cons

  • Not entirely easy to use
  • Difficult to use automation builder
  • Not the best for collaboration

Wrike: free plan overview

Wrike offers one of the only Free plans on this list that doesn't set any user or project limits. It also has a great range of features designed for measuring progress, such as Milestones, and you can make custom project templates, too. If you'd prefer to use a preset project template, those are included on the free plan – with templates designed specifically for Agile teams.

Overall, Wrike's free plan is still one of your best bets for measuring the progress of your project. The spreadsheet-style view, ‘Table', makes amending your project very easy, and there's a Kanban board for tracking the progress of tasks. There are only a few collaboration tools, but the free plan does integrate with Slack and Microsoft Teams.

There is, however, a noticeable lack of data visualization features, like charts and widgets, very few collaboration features, and no custom fields. In this sense, we found Wrike quite similar to monday.com because many of the best features are reserved for paid tiers, including Wrike's automation builder and a Gantt chart that auto-populates itself in the Gantt view.

The Calendar view in Wrike. Image: Tech.co's testing process

Wrike paid plans pricing

When it comes to Wrike's paid plans, The Professional Plan ($9.80 per user, per month) is the cheapest paid plan available with Wrike. It has preset and custom widgets for data visualization, task commenting, and dependency functions.

If you like the sound of this, compare Wrike with other project management software to ensure it's right for your business.

Jira

Free plan available

Best for: Visualizing data
Paid pricing: from $7.50 per user, per month

A popular tool for managing software development projects, with great data display options

Pros

  • Dashboard, charts and widgets available on free plan
  • Lots of helpful integrations
  • Scalable pricing structure - the more users you have, the more you save

Cons

  • Missing more advanced task management features
  • Integrations can be confusing
  • Not the best for collaborating

Jira: free plan overview

Jira's free package is comprehensive you'll have access to all the customer support options (bar phone and 24/7 live support), and there are task management features galore, including Gantt Charts, Kanban Boards, and custom fields.

Jira is great for Agile teams that find Kanban boards the easiest way to visualize their project workflow. There are also burndown charts on the free plan, which are useful for teams using the Scrum framework to organize their operations.

Impressively, you get a full suite of data visualization functionsproject templates; and pre-built, custom automations on Jira's free plan. While this makes it one of the better free plans out there and its more comprehensive than providers like Zoho, which doesn't offer automation or project templates for free. However, what you don't get with Jira's free plan is a host of collaboration features.

Although Jira has all the functions you need to successfully manage a project, it does take a little bit of time to adjust to when compared with monday.com. “Users are likely to encounter a steep learning curve with Jira it has a clean interface, but I did find myself menu diving to complete some tasks,” comments our chief project management researcher.

The Timeline view in Jira. Image: Tech.co's testing process

Jira paid plans pricing

Jira puts no limits on projects or users on any of its plans, nor on how many programs you can integrate with Jira. Then there's the obvious Confluence integration (another Atlassian product) for document editing, which is useful. Jira's first paid offering, the Standard plan, is available for $7.75 per user, per month.

Find out how Jira's paid plans stack up against competitors here.

Teamwork

Free plan available

Best for: Customer support
Paid pricing from? $5.99 per user, per month

Founded in 2007, Teamwork has been facilitating stressless project monitoring and seamless collaboration with team members for over 15 years now, and scores 4.4/5 overall according to our research. Unlike some project management software solutions, Teamwork has a wealth of dedicated features for things like budget management and milestones.

The best free plan for customer support options

Pros

  • A whole lot of communication options
  • Kanban-style boards and Gantt charts available
  • Affordable pricing and solid free option

Cons

  • Limited built-in integrations
  • Slow response time compared to other software
  • Data visualization isn't the easiest

Teamwork: free plan overview

Teamwork's free plan has a number of useful collaboration features, including a project message board, task comments, and a limited resource management tool. it also includes task management options, like Milestones, that make the package a good, free offering.

Another thing to say in Teamwork's favor is that, on the free plan, there's an impressive amount of customer support options. You can contact Teamwork via phone, email, live chat, or search its knowledge base for answers, while a lot of providers don't offer all of these avenues. This helps the provider achieve a score of 3.8/5 for customer support, a far sight better monday.com (2.8/5), which doesn't provide phone-based support.

However, Teamwork's free plan doesn't really have many workflow creation features including preset or custom project templates. There's also a project limit of two and a user limit of five, and there is no budget management feature on the free plan.

Another downside to Teamwork is that it doesn't provide an automation builder on its free plan. This sets it apart from some of the competition – automations are key to improving efficiency, so it's a shame that this isn't part of the free package, like it is when you use ClickUp or Jira.

Teamwork's Table view. Image: Tech.co's testing process

Teamwork paid plans pricing

Aside from a free plan, Teamwork's paid plans begin with the Starter plan ($5.99 per user, per month) and the Deliver plan ($9.99 per user, per month), the latter of which has custom fields, dashboards, and a 3-user minimum There are also additional plans for larger businesses and enterprises.

For more information on Teamwork's paid plans, visit our Teamwork pricing page

Asana

Free plan available

Best for: Clean, tidy interface
Paid pricing from: $10.99 per user, per month

Asana is a popular project management program with over 1.3 million paid users across the globe. It can cater to businesses of all sizes, and its free plan will suit smaller teams that manage lots of projects.

A popular software suite with an incredibly tidy user interface

Pros

  • Free trial available
  • Plenty of third-party integrations
  • Incredible clean and intuitive interface

Cons

  • Most key features require Premium plan
  • Excellent custom automation builder only available on Business package
  • No 24/7 live support, live chat or phone-based support

Asana: free plan overview

Asana's free plan has a few task management features, including a Kanban board and a spreadsheet-style view. There is a basic level of customer support (email/knowledge base/forum), and collaboration features, like a calendar, message board, and instant messenger.

One upside to Asana's free plan is that there's no project limit on the free plan like the one enforced on ClickUp, and you can create your own project templates or choose from preset options. One big downside is that it's severely lacking in data visualization features, and you'll have to upgrade if you want to build automations.

Asana is an easy-to-set-up piece of software with a tidy and unintimidating interface (see image below).

Asana's List view. Image: Tech.co's testing process

Our SEO Campaign Executive, Katie, likes the way it's laid out.

You can add multiple teams and multiple projects for each person,” she says. “You can even add tasks to multiple projects. We also have an ‘individual tasks' project with a sub-heading for each team member and then also sub-category focus project with different stages the projects are in.”

The free plan, despite being easy to pick up, is quite limited especially considering Asana ranks third-best for features and joint first for data visualization. There are task management features, like milestones and task dependencies, that are not available on Asana's free plan, nor are any tools (like charts and widgets) for visualizing data.

Asana paid plans pricing

Asana's paid plans start with the Premium plan ($10.99 per user, per month), which introduces a wealth of custom and preset charts and widgets for showcasing important information, and there are plenty more task management features, as well as pre-built automations. There's also a Business plan and an Enterprise plan with custom pricing.

Find out how Asana compares to the best project management software tools currently available.

Zoho Projects

Free plan available

Free plan best for: Collaboration
Paid pricing: from $5 per user, per month

Zoho continues to make a name for itself with highly functional business products that won't break the bank. Zoho Projects is no different, and the free version is certainly good when it comes to managing tasks, with almost all of the task management features that helped the provider score 4.3/5 overall included on the free plan.

A solid project management solution with great collaboration tools

Pros

  • Free trial
  • Easy-to-use interface for everyone
  • Team instant messenger for collabroation

Cons

  • Free plan has no preset or custom project templates
  • Teams of more than 3 will have to pay
  • Guest access exclusive to high tiers and costs money

Zoho Projects: free plan overview

Zoho wasn't the most straightforward project management software to set up, despite having a variety of dedicated features for budgeting, milestones, tasks, and more. It has all the basic features you need to run a project successfully (even on the free plan). However, our researchers found them slightly harder to find than Zoho's competitors.

Zoho does do well when it comes to collaboration and, on the free plan, this comes in handy especially if you're part of a project team that likes to communicate throughout the day. Zoho Projects will equip you with a calendar and an instant messaging app, you'll be able to make comments on tasks, and there's also a central project message board.

One other downside to Zoho is the free plan is quite limited, in the sense you can only create two projects simultaneously and there's a user limit of just three. Providers like ClickUp don't put any limits on the number of users that can get involved.

Projec data dashboard in Zoho Projects. Image: Tech.co's testing process

Zoho paid plans pricing

Zoho's free version of its Projects software comes with the same support options as its other paid plans, and there's a large range of task management tools when compared with its competitors. Collaboration features can be found in abundance, but there's a project limit of two and a user limit of three. Zoho's paid plans begin with the Premium plan ($5 per user, per month), which ups the user limit to 50, meaning a lot more businesses can treat it as a serious option.

For more information on Zoho's paid project plans, visit our Zoho Projects pricing page

How to Choose the Right Free Project Management Software

The size of your business will be a big factor when choosing the right free project management software. Businesses with different numbers of employees will naturally have different priorities, and many free plans have user limits.

Small businesses

If you work for a very small business and are looking for free project management software, you have a lot of options. You can narrow down your search and focus on the features each provider actually offers because you won't have to worry too much about user limits.

For instance, if your business (or team within your business) contains less than 15 employees, you should consider Asana. It offers a free plan with a user limit of 15 but sets no limits on how many projects you can actually create. If your business is just a duo, then monday.com becomes the most attractive option because it's feature-rich when compared with Asana, as well as other free project management software, but has a user limit of 2.

Smaller businesses are unlikely to need as many collaborative tools as larger businesses. Generally, they'll have less people working on tasks, so won't need to edit or confer as much, and changes will be easier to keep track of.

So, if your business or project team is small, choose a project management software tool with limited collaboration functions on its free plan but excels in other areas, like Wrike's free plan, which is great for managing tasks and also will allow you to create custom project templates. However, it doesn't offer an online whiteboard or instant messenger, like ClickUp's free plan does.

Medium-sized business

If you're operating a medium-sized business, then you're definitely going to need collaboration tools, particularly if you're not already using a business communications platform, like Slack. Teamwork has some of the best collaboration tools in the game, as does ClickUp (which, as you can tell from this review, is pretty good at everything).

Another consideration is storage limits particularly if your project is very data-intensive, or you're processing things that include customer information or utilizing research documents. There aren't many providers that offer unlimited storage on free plans. Wrike offers 2GB, which is enough for some essential documents, but this is about as much as you'll currently get from a free plan.

For many medium-sized businesses that need to convey information about project progress to large groups or teams, data visualization tools will play an important role. So whether you have the capacity to create charts and widgets with a given project management tool may be a decisive factor, especially if there's no other software you're currently using to do this. Wrike doesn't offer any tools to do this with on its free plan, whereas Jira offers a full suite of custom charts, widgets, and dashboards. 

However, this alludes to another point medium and large businesses will likely have to consider more than, say, small businesses. They will need to look at what software they're already using and, in turn, what integrations are offered by project management software tools. Asana's free plan has an extensive integrations list, and Zoho Projects' free plan integrates with the rest of the apps within the Zoho business platform.

Large Businesses

Large businesses are likely to share many of the priorities of medium-sized businesses in the context of project management software, but there are a couple of things that may have increased importance to enterprise-level companies. One key one would be security features, particularly in the context of the sharp rise in data breaches and ransomware attacks that have taken place since the pandemic.

Whether a provider has individual security features like two-factor authentication will be important – and aside from Wrike, all the providers on this list offer it on their free plans. However, enterprise-grade security features like granular audit logs and user permissions will also be of primary concern and are almost entirely reserved for paid plans.

How We Chose the Best Free Project Management Software

Our insights team has conducted extensive testing on 14 different project management software tools using a professional research framework.

The process is repeated every few months to ensure the information is as up-to-date as possible, along with various smaller updates on a regular basis. Our team scored the free software providers on several different criteria, including:

  • Usability – how good the user experience is, and how adept the software is at completing a variety of basic project management tasks
  • Customer support – how many different ways there are to contact the customer service team, and how they function
  • Task management capabilities – how good the software is at managing tasks
  • Project & workflow creation – how well the software facilitates the creation of team members' workflows
  • Data visualization – what tools the software gives users to display figures and stats
  • Collaboration functions – how easy it is to communicate with your team inside the software
  • Customer scores – how customers who've bought these products have rated them

The most important things to look out for if you're on the hunt for a free plan specifically include:

User limits

There's no point in getting to grips with software that can't accommodate your whole team, or that you're going to quickly outgrow. For example, If you choose a project management software tool like monday.com, you'll be restricted to just two users on the free plan. Zoho Projects has a user limit of three, while Asana's free plan limit is 15.

If your goal is to expand to more than two employees, but you end up choosing monday.com initially, then you'll have to make an arduous switch from monday.com to another software that you aren't used to. However, the project management software market is now populated by capable free software that doesn't have a user limit, like ClickUp.

Customer support

Customer support is an important aspect of project management software to consider especially if you're looking for free plans. Not all project management software providers offer their full range of support options on their free plans, whereas others afford you access to them as soon as they stand up.

How important customer support will be to you may depend on your technical savviness and how confident you are in solving issues yourself. But, more importantly, it'll depend on how much of a standstill you'll be brought to if you can't get your program working.

Usability

There's no point in investing in software if it's just going to be a pain to use. This remains the case even when you're not paying for it. Project management software will be more or less usable depending on how quickly and smoothly it takes you from the A to the Z of your project.

Our insights team has arrived at usability scores for all the providers we review in this category of software. They recorded how easy it was to find features, the speed of setup, and a variety of other factors to find out which program would help you get the ball rolling the quickest.

However, it's important to remember that often, providers omit important features from free plans that are included in paid plans, making their no-fee packages less usable. So we've pointed out the providers – such as ClickUp – that make the most features available on their free plans.

Features

If you're looking for a free project management tool, features are vitally important. As some free plans can be quite limited in order to encourage people to sign up for paid plans, there is quite a broad difference between what some providers offer.

Our team assesses and identifies the task management, collaboration, workflow creation, and data visualization (as well as many more) features offered by each provider, as well as how well they work to fulfill the functions they say they do.

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Verdict: ClickUp has the best free project management plan

Overall, ClickUp's free plan is the best on the market. The range of features on offer is genuinely impressive considering you're not spending any money at all. The fact an unlimited amount of users can be working on the same project means that it's suitable for a whole range of teams.

There's not really any area ClickUp's free plan falls down in. There are data visualization tools workflow creation options like custom project templates, and almost all of the task management features, such as custom fields and milestones, which helped the provider to a test-high 4.9/5 score for this assessment area. The customer support options on ClickUp's free offering are numerous when compared with most competitors. It also has free security features to keep your data safe, too.

This short answer is “no”. Google doesn't have a native project management tool, at least not one that's available for free.

There are some functions of Google Workspace that can function as workarounds for project management functions, such as Google Sheets. There are project management add-ons for Google Workspace on the Workspace marketplace. However, Google Workspace charges a fee.

However, dedicated software is always better than trying to shoehorn your project into a program that just isn't designed for the modern day management of projects. Plus, it's no match for ClickUp's free plan, or any of the other providers on the list for that matter.

You can use Excel as a project management tool, and many companies still use it for budgeting, creating timelines, and visualizing data. Part of the reason that project management software is becoming the modus operandi for many sectors and industries is that spreadsheet programs are limiting.

Project management software, to put it simply, just does more and, because there are so many free plans, there's not really a downside. Plus, many even offer a spreadsheet-style view (like Teamwork) or are spreadsheet based (like Smartsheet).

According to our extensive testing, ClickUp provides the best free plan for managing projects. It scores has high scores across categories that include usability, data visualization, and workflow creation. It also has many more customer support options than the average free plan. Importantly, there's no user limit on ClickUp's free plan. Even though you can only manage five projects, teams of any size can use the software without paying anything.

Project Management Software is software is used for a variety of tasks, including managing resources, allocating budgets, scheduling in workloads, managing teams, collaborating with people in remote environments, and much more. It can deliver project managers a full overview of their project's progress, see which team members are working on what tasks, and often goes some way to improving organization, efficiency, and team cohesion.

Our content is funded in part by commercial partnerships, at no extra cost to you and without impact to our editorial impartiality. Click to Learn More

Mon, 14 Aug 2023 04:00:00 -0500 en-US text/html https://tech.co/project-management-software/best-free-project-management-software
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