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Cloudbyz PPM

Paid#20 of 34 in Project Portfolio Management Software

Cloudbyz PPM: A Salesforce-connected PPM system for portfolio reporting, demand, budgets, and resources. Ranked #20 of 34 in Project Portfolio Management Software by our editors (7.9/10); pricing: Pricing on request; best for salesforce-connected portfolio reporting.

7.9/10Editor score

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Cloudbyz PPM7.9 Visit Cloudbyz

At a glance

Editor score
7.9 / 10
Pricing
Pricing on request
Best for
Salesforce-connected portfolio reporting
Portfolio prioritization
Yes
Facts checked
21 Sep 2026

Where it wins
- Combines portfolio health, cost, work, risk, and schedule reporting
- Prioritizes demand using budget and resource availability
- Supports Waterfall, Agile, Scrum, and iterative methodologies
Where it doesn't
- Pricing is provided through a contact-sales model
- The stated platform is web only
- Its named integration is Salesforce rather than a broad integration set

Our verdict on Cloudbyz PPM

Cloudbyz PPM is a web-based project portfolio management solution for organizations coordinating strategic initiatives, project demand, budgets, resources, and delivery methods. It brings portfolio performance tracking, project and work-request intake, prioritization, resource planning, time and expense entry, risk and issue management, and executive reporting into one system. The product is suited to teams that need a consolidated view of investment performance and delivery health, particularly where Salesforce is already part of the operating environment.

Its portfolio scope is broad. Aggregate reporting covers cost, work, risk, schedule, and health, while demand management organizes incoming projects and work requests. Prioritization uses budget and resource availability, and top-down budgeting is paired with true cost and benefit analysis. Resource planning spans supply, demand, utilization, skills, and proficiency. Time and expense data can roll up to project and portfolio levels, giving financial and capacity information a shared context. Risk and issue records support evaluation, scoring, and health reporting, while dashboards and real-time analytics support stakeholder and executive review.

Pricing follows a contact-sales model, with licenses purchased through Salesforce AppExchange and free trial accounts available by request. Cloudbyz PPM also provides open API integration capability and names Salesforce as an integration. Its methodology coverage makes it relevant to mixed delivery organizations using Waterfall, Agile, Scrum, or iterative approaches. Teams seeking Salesforce-connected portfolio reporting, structured intake, prioritization, budget oversight, and resource visibility should consider it. Organizations that require a desktop or mobile-native platform, or that prioritize a wide set of named integrations, should evaluate alternatives alongside it.

Your product? Our editors can test Cloudbyz PPM in depth and publish a review, labelled as paid · from $149/mo →

Cloudbyz PPM pricing

Plans Pricing on requestPaid No free plan — trial or paid only. Prices checked 21 Sep 2026.

See plans on cloudbyz.com

Cloudbyz PPM fact sheet

Free plan	Not verified
Paid from	Not verified
Portfolio prioritization	Yes
Project intake	Yes
Scenario planning	Not verified
Capacity planning	Yes
Budget tracking	Yes
Executive reporting	Yes
Cross-project dependencies	Not verified
Deployment	Cloud
Platforms	Web
Compliance & security	HIPAA, ISO 27001
Support	Email, Phone · 24/7
Built for	Mid-market, Enterprise (editorial estimate)
Integrations	1 integrations: Salesforce
Pricing	Pricing on request
Website	cloudbyz.com
Facts checked	21 Sep 2026

Cloudbyz PPM integrations

Cloudbyz PPM lists 1 integrations on its own site.

Salesforce

Alternatives to Cloudbyz PPM

See all Cloudbyz PPM alternatives →

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Featured on iTechGuides

Cloudbyz PPM is listed in our Project Portfolio Management Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update