MSP project management software, compared

Native project schedule Gantt with task bars, dependency arrows and editable dates. No Gantt changes in 2026.1 to 2026.5 release notes.

Gantt in the work plan of the new ConnectWise PSA experience, showing durations and dependencies with drag-and-drop.

Native Gantt mapping tasks, milestones and dependencies on a timeline; List, Calendar and Kanban views too.

No project Gantt or timeline; project work is parent/child tickets plus a calendar. Planning and visualization tools are on the 2026 roadmap.

Gantt View and Portfolio Timeline View on every plan, plus Critical Path, Calendar and Power Grid views.

Full Gantt over every Autotask project with phases, tasks and hours; drag to reschedule, stretch or shrink task bars.

Interactive Gantt over PSA projects: drag bars to change dates, budget-used shading, PDF/PNG export. Edits write back to the PSA.

No native critical path documented; add-ons such as TopLeft and Moovila market it. Based on absence in docs and 2026 release notes.

Not mentioned on the PSA project page or in the July 2026 update; automated critical path is sold by Moovila for ConnectWise.

Gantt flags late tasks, but no critical-path engine is documented; Moovila Perfect Project integration supplies it.

No scheduling engine, so there is no critical path to compute.

Dedicated Critical Path Engine with RPAX risk scoring and auto-recasting of dates. Its main strength.

No critical-path engine on any Proxuma page; rescheduling is drag and bulk shift.

Shows PSA dependencies as arrows so you can see the critical path. A computed critical path (slack, highlighted chain) is not documented.

API: successor starts at predecessor end plus lag days; no relationship type field, so no SS/FF/SF.

Predecessors on project tickets and phases; the FS/SS/FF/SF set is not publicly enumerated (docs now behind sign-in).

Native task date dependencies shift linked tasks by dependency type; the set of types is not published.

Parent/child ticket links (now with a summary table), not predecessor and successor dependencies.

Task dependencies with lead and lag on every plan; inter-project dependencies on Business and Enterprise.

Project pages describe phases, tasks and hours; creating predecessor links is not documented.

Predecessors are set in the PSA and drawn as arrows in TopLeft. Dependency types follow the PSA. HaloPSA dependency support added Aug 2026.

Finish-to-start date shifting with lag; no resource leveling or constraint-based scheduler documented.

Automatic rescheduling of dependent tasks not documented as native; automated back-scheduling is a Moovila add-on.

Dependency date linking plus AI auto-scheduling by skills and calendars; not a full constraint-based scheduler.

No dependencies or scheduling engine, so nothing ripples downstream.

Engine recalculates the timeline in real time; anchor-date scheduling on Business and Enterprise.

Reschedule by drag or by shifting selected tasks a week; no dependency engine. Reserved Capacity spreads estimates, not dates.

Bars can be dragged to reschedule. The docs do not say whether dependent tasks move automatically.

Resource Planner (2026.2) gives a live calendar of technician availability, but it schedules tickets and service calls, not project tasks.

Assign by skills and availability, dispatch portal, redesigned calendar (July 2026); forward capacity forecasting not documented.

Resource booking and workload dashboards with time-per-task tracking; deeper dispatch boards often via TopLeft or Moovila.

Techs assigned to tickets and appointments, per-tech calendar with working hours; no capacity forecasting.

Capacity conflict analysis across projects and portfolio, Smart Schedule skills matching, Resource Management add-on.

Capacity calendar with per-day planned, spare and overbooked bars, Reserved Capacity and Shifts. Its core product.

Each engineer's project hours against available hours, week by week, three months out. Separate views per team. Slide a project to a later week to see who frees up.

Since 2026.4 (Aug) Resource Planner shows time off and holidays, read only; task dates are not auto-scheduled around them.

Availability feeds dispatch and time off is tracked; auto-scheduling project work around approved PTO is not documented.

AI auto-scheduling uses agent calendars; a dedicated leave-aware project scheduler is not documented.

Calendar syncs appointments and working hours, but no PTO model drives scheduling.

Smart Schedule reads calendar appointments and tickets to find open time; a PTO object is not documented.

Capacity counts service calls plus chosen Outlook items, PTO, holidays and internal meetings.

Availability defaults to 32 h/week and can be overridden by team, person or week (up to 26 weeks). No documented PTO import from the PSA or Outlook.

Native phases and milestones, including fixed-price billing milestones.

Built-in milestone tracking with real-time dashboards and milestone-based billing.

Native milestones on the Gantt to spot and address bottlenecks in real time.

No milestone objects; work is tracked by ticket status and worksheets.

Milestones on every plan, used with anchor dates in the critical-path view.

Proxuma's own pages do not describe milestones; Autotask milestones live in Autotask.

Shows PSA milestones. HaloPSA projects gained milestones with drag-between-milestone lanes in Aug 2026.

Ticket board views exist, but project task Kanban still comes from add-ons such as TopLeft; none in 2026 releases.

Project Kanban boards in the new ConnectWise PSA experience (July 2026 update).

Native Kanban view for projects and tasks alongside List, Gantt and Calendar.

Tickets are worked in list views; a Kanban interface is on Syncro's 2026 project roadmap, not shipped.

Kanban View on every plan, positioned for stand-ups.

Swimlane boards on Autotask statuses; moving a card updates Autotask. Saved views and card customization.

Kanban over PSA tickets and project tasks side by side, with swimlanes, WIP limits and neglected-work alerts. This is the product's origin.

Projects dashboard widgets and cross-project reports; no dedicated live portfolio board.

July 2026 added multi-project Kanban boards plus embedded dashboards; no portfolio Gantt or roadmap documented.

Dashboards across the whole portfolio and single projects, including budget and workload.

No project entity; oversight is through ticket views and reports.

Portfolio Timeline View, portfolio dashboards and RPAX portfolio analysis.

Every Autotask project on one timeline, filtered by team, project lead or customer.

Portfolio View comes with the Manager licence. Boards and swimlanes can group work by project, phase, person or team.

Checklists on tickets, tasks and opportunities with a library; items have name and Important flag, no owner, due date or reminder.

Ticket and project ticket Tasks act as checklists marked Done, seeded from templates; per-item owner or due date not documented.

Ticket to-do lists, applied by template or rule, record who completed each item; no per-item assignee, due date or reminder.

Worksheets are checklists on tickets; owner and due date (with reminders) sit on the ticket or child ticket, not on each item.

Feature list covers tasks, repeat tasks and accept/reject, but no checklist items with owners and dates.

Proxuma pages do not describe checklists; any checklists stay in Autotask.

Edits the PSA's ticket checklists (Autotask) or ticket tasks (ConnectWise). Not on project tasks. Per-item owners, due dates and reminders not documented.

My Workspace lists project tasks and tickets assigned to you in one table, with to-dos and service calls on other tabs.

Today screen shows your day's activities and schedule, plus My Calendar for tickets and meetings; not one merged task list.

Agents build My Lists views and filters over tickets (project tasks are tickets) plus a calendar; no single my-day page documented.

Techs filter ticket views and use a calendar; the Dashboard is organization-wide, not one personal page.

Personal dashboards show today's and upcoming tasks across projects; tickets show through Smart Schedule.

Engineers see their own timeline and projects, and get work as Outlook invites; no combined my-work page.

A My Work view on the User licence shows a person's tickets and project tasks across projects. A Day in the Life guide covers using it daily.

Timesheets, time entry against tasks and tickets, approval workflows that feed billing.

Log hours against tasks or projects straight to invoicing; time entry usability is a common review complaint.

Native time tracking with submit, review and approve; only approved time flows to billing.

Billable and non-billable timers on tickets flow straight into Syncro invoicing.

Rapid-entry time log and clock in/out on all plans; timesheets on Business and Enterprise.

Compares planned with actual hours; engineers log time in Autotask in one click from the Outlook invite.

Time and note entry write straight to the PSA. A timer in the full-screen editor stays in sync across windows (Apr-May 2026). HH:MM entry supported.

Client portal shows invoices, and since late 2025 a Pay Now button; per-user financial hiding not documented.

End user portal surfaces tickets and invoices; keeping a customer's view free of financials depends on portal setup.

Free self-service portal with granular permissions and guest access; it shows the customer's own quotes, invoices and contracts.

End User Portal shows tickets, assets and invoices, with per-asset access in early access. Project status in it is on the roadmap.

Extended viewers and permission-filtered dashboards shared as PDF; no finance-isolated customer portal.

No customer portal documented. Project reports have a customer version with anonymized financials.

Customers see boards and Gantt and can add notes and records. ConnectWise and Autotask only. Gantt has a client-safe mode that hides cost. No data-level isolation documented.

Project templates capturing tasks, dependencies, durations, roles and budgets; checklist library for tasks.

Pre-built and custom project templates to standardize repeatable work.

Templates for any method, agile to waterfall; AI can generate a project from a Statement of Work.

Ticket Blueprints (May 2026) launch a whole parent/child ticket project in one click, with worksheets; no scheduled plan.

Templates on every plan, Project Hub starter library, and template analytics on deviation.

Template from scratch or a past project, merged with Autotask templates and laid onto the schedule.

Help center: full projects with a work breakdown should come from PSA templates. A comparison page claims a project template library.

Workflow Rules for notifications, time-based and change actions; 2026.3 lets admins manage triage workflow rules in place.

Business-wide workflow rules with milestone triggers; July 2026 added a redesigned workflow editor; RPA with 50+ prebuilt flows.

Broad workflow engine with creation, status and field-change triggers for routing, SLAs, escalations and notifications.

Condition and action ticket automations, real-time triggers on Team, recurring tickets, scripting; AI dispatch in open beta.

Auto-recasting, automated alerts, repeat tasks and supervised Smart Schedule; no trigger-action rules builder.

Two-way sync, auto Outlook invites, Reserved Capacity allocation and shift recurrence rules; no general rules engine.

Neglected-work alerts, WIP limits and rule-based card highlighting. No trigger-action workflow rules documented. Workflows run in the PSA.

LiveReports can be emailed once or daily, weekly, monthly or yearly as Excel, RTF or CSV attachments.

Built-in reports in PSA; scheduled report emails to customers come from Reports and Dashboards (formerly BrightGauge), sold separately.

Any report can be emailed on chosen weekdays or monthly intervals, as PDF or other formats, to set recipients.

Internal and Executive Summary report builders, PDF, scheduled and emailed to staff or customers. Ticket and asset focused.

Dashboards export or print as PDF, and email summary updates are sent; scheduled report emails are not documented.

Branded customer and internal report per project, plus 30+ Power BI dashboards; scheduled emailing is not documented.

Board dashboards with flow history, a Project Health Report and Gantt PDF/PNG export. Emailed report schedules not documented.

Dashboard Presentation Mode runs tabs as a slideshow on an office TV via a dedicated dashboard user.

Embedded PSA dashboards; TV dashboards come from Reports and Dashboards (formerly BrightGauge), a separate subscription.

In-app dashboards can be published with anonymous access for a screen; no dedicated TV mode or refresh setting documented.

Dashboard has full-screen and dark mode, documented for projecting on an office screen. Service metrics, not projects.

Personal, project and portfolio dashboards with publishing; a TV or kiosk mode is not documented.

Prebuilt Power BI dashboards in your own tenant (separate product); no TV mode of its own documented.

Live dashboards show time in each column, bottlenecks and neglected work for each board. A TV or kiosk display mode is not documented.

Cooper Copilot and AI Ticket Triage (2026.2, 2026.3) are service desk focused; no project delivery AI documented.

Four AI agents (service desk, triage, data analyst, oversight) plus Sidekick; none documented for project delivery.

AI suggestions, ticket processing, article creation and summary, project from SOW, skills-based auto-scheduling.

AI ticket summaries, AI triage and dispatch, guided resolution (early access), MCP server. No AI on project risk.

RPAX risk scoring, Project Debugger and Remediation Wizard on every plan; named to the 2026 CRN AI 100.

Ask plain-language questions of your data through an open-source Power BI MCP server; AI-written project reports.

The AI Project Health Report scores projects red, amber or green and writes fixes. By request now, Manager licence later. AI is off by default. MCP server since Sep 2026.

Cooper Smart Writing Assistant rewrites ticket notes and time entries for customers; Ultimate contract only; no dictation.

Sidekick summarizes tickets and drafts responses to end users; general note rewrite or dictation not documented.

Improve agent note fixes grammar and rewrites tone before sending, plus translation; uses Halo AI or your own OpenAI. Dictation not documented.

Documented AI covers ticket summaries, triage and guided resolution; dictation or rewrite in text boxes is not documented.

AI is focused on schedule risk and remediation; writing help in notes or time entries is not documented.

AI is focused on Power BI questions and reports; writing help inside the planner is not documented.

No dictation or AI rewrite in notes or time entry is documented. The AI settings cover the health report and the MCP server.

Autotask is the PSA; project time, milestones and expenses flow natively to contracts and invoices.

Automated project and milestone billing in the same platform; July 2026 improved usage-based agreement reconciliation.

Approved time flows into native billing; invoices generate from contracts; Xero, QuickBooks and Sage sync included.

All-in-one RMM and PSA on one data model; time becomes invoices natively; Syncro Payments added in 2026.

Two-way connectors to ConnectWise, HaloPSA and Autotask; the PSA stays the billing record. Enterprise plan only.

Real-time two-way Autotask sync; Autotask stays the record. Vendor states Autotask is the only PSA it connects to today.

Two-way, real-time overlay on ConnectWise, Autotask and HaloPSA. Edits, time and notes go straight back. Billing stays in the PSA.

Native Teams integration and Microsoft 365 user and contact sync; deeper SharePoint and Calendar via connectors.

Teams through Sidekick and calendar sync; SharePoint document links generally via third-party connectors.

Strong Teams, Office 365 email and calendar, Entra ID; native SharePoint project documents not documented.

Two-way Outlook calendar sync (improved Aug 2026); M365 baselines, Entra sync and backup. Not project collaboration.

SharePoint and OneDrive storage and Outlook calendar on all plans; MS Teams on Business and Enterprise.

Two-way Outlook calendar sync with Teams links on appointments, and M365 as a Power BI source; no SharePoint.

Claims a native Outlook integration with calendar sync. No SharePoint or Teams integration documented.

Long-running platform with features layered on; 2026 releases focus on triage, billing and security, no UI rebuild.

New ConnectWise PSA experience on the ConnectWise Platform (Asio renamed): new UI, dark mode, July 2026; legacy screens remain.

Browser-based rewrite (about 2019 rebrand), weekly releases and a public roadmap.

Single data model; ticket page and End User Portal redesigned in 2025, but reviewers still call parts dense.

Founded 2016; GUI often praised, though some reviewers find the layout cluttered.

Built 2023 onward, drag-and-drop interface, SOC 2 Type I, about 250 active MSPs.

A new UI is replacing the old one feature by feature (portal moved Aug 2026). Users said some functions still lagged in Apr 2026. Docker and framework upgrades Jul 2026.

Steep learning curve and complex setup; third-party estimates cite large year-one implementation costs.

Onboarding, migration, board and workflow setup and training run over weeks (third-party); implementation extra.

Onboarding package required at a bespoke cost (third parties cite about $4,000 minimum); not turnkey.

Small learning curve; 14-day trial with no credit card, plus Syncro Unleashed training paths.

Reviewers note setup takes time; onboarding is Quick Start or a coached Transform programme.

About an hour of setup, first sync up to 24 hours, free weekly sessions. Trial now needs a credit card.

Connect in about an hour. Guided implementation runs 4-6 weeks, onboarding from $1,000 (required), coaching $250/month optional. A 12-week Kanban plan is offered.

No public price; since Dec 2025 Kaseya bills a committed minimum plus usage, replacing high watermark.

Request pricing only; third-party estimates vary widely (about $25 to $65+ per user per month); implementation extra.

£66 per agent per month billed annually, no tiers, portal users free; bespoke onboarding package required.

Core $129, Team $179 per user/mo annual ($159 / $209 monthly); unlimited endpoints.

Pro $11/user/mo annual (5 to 20 users); Business and Enterprise, which carry the PSA connectors, are contact-for-pricing.

Per month: admin or PM 60 euros, planner 50, engineer 20; 10% off yearly, 20% off 36 months. Power BI priced separately.

Seats priced by role (Viewer, User, Manager). Per-seat price not public. $150/month minimum, 3-month minimum commitment, annual billing about 3 months free.