RationalPlan Software


RationalPlan is a project management solution that helps small and midsize businesses plan projects, allocate resources, analyze workloads, track work progress, estimate project costs and manage budgets.

Students, universities and freelancers can also effectively utilize RationalPlan for managing projects.

RationalPlan offers an embedded project guide that follows Project Management Body of Knowledge (PMBOK) guidelines and takes users through each step of the project planning process.

Project managers can take advantage of project portfolio capabilities and collaboration features that can integrate multiple users. RationalPlan’s ProjectServer delivers a centralized location for storing and viewing all concurrent projects.

Resource management features help users understand expected timelines and budget allotment for particular projects.

RationalPlan can be deployed either on-premise or in the cloud. It can be purchased outright at a per user price that depends on the size of business or on a tiered subscription basis.

98 Reviews of RationalPlan

Overall rating

4.41 / 5 stars

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Showing 1 - 20 of 98 reviews

May 2015

Tim from None

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

May 2015

The Best Planning Software for Linux

I have trialled several planning software applications and have find that RationalPlan is the best I have come across. I am using the Single version, which is free for Linux users, for other OS there is a charge. There is MultiProject version which is not free. Gantt Chart Too many of the software I have looked at is too much like MS Project 2003 which looks very 1980's. Presentation is always an important issue for clients and indeed colleagues, and RationalPlan certainly ticks the right boxes as the colour of the bars can be changed in the Settings/Options. Trying to fit a gantt chart and data columns onto an A4 or A3 can always be a frustrating exercise, which ever software package you are using. In RationalPlan, however, the best way is through Reports/More/Gantt, where there are the options to help you to manipulate the image to fit on the size of paper. There is one item that does puzzle me, is that the Gantt report option is hidden under "More" and not displayed in the drop-down menu. Data Data import is easy and anyone familiar with this type of project planning applications should not find it a problem. For beginners resource input will always present some problems, but trial and error should sort these out. Data can by exported to xls either the whole data or through reports, for manipulation. One of the annoying aspects of some planning software and versions of MS Project was the default setting for resource hours on the task duration which was Effort Driven resulting in the duration changing when the hours changed. In RationalPlan I am pleased to say that the default is Fixed Units, the changes which do not have an impact on the duration. Customer support I have found is excellent having used it several times. I would not hesitate in recommending RationalPlan as a planning software to Linux users.

February 2018

nirmal from GMR Group

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

5 of 5

February 2018

Found it better than MS Project for project management!

I am using Rational Plan as a MS Project substitute and have greatly benefitted by all its features. It helped me manage the tasks better.

Pros

It is web-based and has better compatibility among different OS, it has similarbut better features than MS Project which include task and Gantt Chart features that the executives work with want to see. It integrates with Outlook, so tasks can be emailed to responsible staff. The export to PDF is great for sharing a snapshot of all the tasks in the entire project along with the Gantt Chart.

Cons

while exporting to Excel,it loses the formatting. There's no way to set up emails on tasks that are late. The main way to track tasks is by manually entering the percentage of work completed.

Response from Stand By Soft of Stand By Soft

Replied February 2018

Not sure what product you are using but in the latest version of RationalPlan Cloud it is implemented the late task notification. Just make sure it is activated from the Administration area. Resources can also track their tasks in the My Assignments area by entering their individual actual work and the percentage completion will be automatically computed by the application. Regarding loosing format when exporting to Excel we would appreciate some detailed feedback in order to improve it. Just drop us an email to support.

February 2017

Neil from JK Powell Ltd

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

February 2017

Everyday essential tool

Rational plan has helped to transform the way that we run our manufacturing operation. Our facility has a real mix of make to order and long term forecast demands being placed on equipment. There are several additional and variable constraints that make capacity planning software consistently fail. To overcome any lack of visibility from failing to plan we have found no greater tool than the simple flexibility, and ease of use that comes with Rational Plan.

Pros

Ease of use

Cons

The ability to lose information when closing down

February 2017

Howard from HD Gannaway

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

February 2017

Not at all bad for small projects but I am still searching for "the one"!

As a sole-trader consultant I have been searching for an app that enables me to plan and manage projects that sometimes involve other consultants but sometimes just involve me and a whole load of people who are research subjects. After being led close to suicide by some other PM software (too complex, too "techie", only suitable for people who have nothing else in their lives!) I tried the add-on version of Rational Plan for Google docs and was impressed. So I bought the standalone Multi-Plan version. It worked very well for those projects where there was a good expectation of the steps laid out at the outset actually being the ones that were followed when the project started! The support from the team was excellent and my overall experience was good and I would recommend it to people who are actually running "manageable" projects. Having used it I realised that much of my work does not really fall into this category and, in much of what I am doing , the steps only emerge from the previous steps. In this case, the program is not very useful but I think that would be the case with any PM software I used. My dream is to have a single screen dashboard for all the components of Outlook so that I can see at a glance for a single project who is involved in it and in what capacity, that tasks that they have to do and the timescale, the e-mails associated with the project and the calendar entries for upcoming actions. It is really a cross between PM and CRM. Rational Plan comes close to the PM side of it.

February 2017

Elsabe from Elsabe Smit

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2017

My Digital Right Hand

I publish a lot of digital projects. They require detailed planning and ensuring that all the steps are followed. I would be lost without my RationalPlan software, which allows me to first plan the work, and then work the plan time and again successfully.

Pros

Ease of use, and ability to have more than one project plan.

February 2017

Scott from PDS

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

February 2017

Very Effective Project Management Tool

I work with a lot of different customers and am constantly importing and exporting project plans (converting from MS Project). RationalPlan allows me to effectively and efficiently work with the plans in this mixed environment. I find it an essential tool for my business.

Pros

It is a native Mac program that imports and exports MS Project files efficiently.

Cons

I have had some issues over the years with specific bugs. But to their credit, RationalPlan has always been quick to respond with a resolution to the issues. I still seem to have some issues with the printing format and how it handles logos.

November 2018

Bill from Willis Sinclair Homes

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Functionality

5 of 5

November 2018

Great project management software.

My partner and I build large custom homes. By using RationalPlan, we can queue the subs and make the entire process go more quickly. It is a great tool, but like any tool, you have to use it. It is not magic.

Pros

Intuitive. Easy to learn. Many features (some I have not explored yet).

Cons

I have not figured out how to have a couple of projects open at the same time.
Also have not figured out how to sort entries.

February 2017

Paul from Not available to company policy

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2017

Rational Plan Better Supports Compliance Agility Than MS Project.

I'm not patience enough to jump through all the required configurations with MS Project and was looking for an alternative which was still compatible but better served our hybrid AGILE approach. My first project with Rational Plan let do many of the assumptions my way and help me arrive at project estimate of 18,300 hours . . . I spent less time on the completed plan than my failed attempts with MS Project . . . I'm not an expert with either tool. Isn't it great, I don't have to be to get results.

Pros

Compare with MS project, the flexibility to do it MY WAY is much better.

Cons

With dozens of windows open, it occasionally freezes which requires me to restart the app. Occasionally have to update a recently added line item, but normally retains the recent work when this happens.

February 2017

Paul from Built by Designs Ltd

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2017

Rational plan

Have used Rational Plan now for 3 years, and found it an invaluable tool to assist the business, both with accounting and invoicing

Pros

Ease of use

Cons

Not built exactly for construction industry

February 2018

Scott from PDS

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

February 2018

Very good project management software for the Mac OS

Pros

It is easy to work with. I can import MS Project files easily and work with them. Easy to setup project. It is also easy to integrate and manage multiple projects. Scheduling and tracking of tasks is also a plus with this product.

Cons

The inability to save straight out to MS Project format is an issue. I also have had issues with report and email templates. Updates frequently are not "flushed out" before they are released which sometimes breaks basic features temporarily.

February 2017

Frank from Franklin Automation, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

2 of 5

February 2017

Franklin Automation

We have not gotten to the point yet where we are utilizing the resource management tools, but given that we are typically managing 3 - 4 projects at any given time this is definitely the goal. What would be most beneficial at this time is to have some way of entering and accumulating data. Currently I have to set-up project spreadsheets with all of my cost codes down the left margin and dates across the top so that I can enter time sheets and accumulate hours for each job cost code for all projects. With the accumulated sub-totals I can then update my Gantt charts on Rational plan from time to time. It would be great if I could enter this time sheet data directly into Rational Plan instead of having to create and update these summarizing spread sheets.

Pros

1. Inexpensive
2. Relatively easy to learn
3. Good customer support

Cons

1. cannot enter raw data; has no way of accumulating time in a given cost code
2. some of the options are confusing (e.g. "always keep assignment units as set" and "try to keep the work when changing resources"...what do these mean???

Response from Stand By Soft of Stand By Soft

Replied February 2017

RationalPlan can export to a spreadsheet by simplg going to File/Data export menu. The " keep the work when changing resources" option is a Project Management option which indicate the application to recalculate duration of a task when adding resources for example so to keep the amount of work constant

February 2017

John from JAM Works LLC.

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

February 2017

Rational Plan Multi and single

Rational Plan has been an invaluable tool. With the right amount of features for our everyday business needs. Its laid out very clean and easy to navigate. There may be more powerful software out there, but they come with complexity, tedious data entry and often very time consuming to maintain. For us its a balance between what we need and will use. Rational Plan fits the bill perfectly, it also comes down to how much effort needs to be put into a software for it to be a useful tool. Rational plan solves these issues. I would highly recommend this software for those who need the nuts and bolts of a project management software, with minimal effort to use and simple to maintain. Support has also been terrific, quick replies, friendly and right there when you need them. We use both Multi and Single versions. The Multi version allows me as a planner of projects to look at all projects on our plate in one place, with the ability to juggle numerous projects and manage the resources needed. The Single version allows a user to focus on the tasks at hand for a single project. Pricing is very reasonable. If our story sounds like yours, you should give it a try. I don't think you will regret it. ~ John M.

November 2018

Gary from Quadrant construction

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Excellent program

Pros

Easy to use and lots of detail
Looks professional

Cons

Would like to have the ability to link tasks from the middle of a task to the start of another

December 2017

David from ASCC

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

December 2017

Functional, Complete, In Depth, Project Management Software. Very Nice

This is a full featured easy to use Project Management software that helps create a WBS and assign/track resources.

Pros

Rational Plan software is Great! It has Portfolio Management, Dashboard, WBS, Gantt View, and much much more. It has a downloadable Desktop view that syncs with the cloud version. It is very easy to set up and get started. The resource section is is very helpful for assigning tasks and managing projects. I also like the budget/cost features. I also love the controlling feature and work tracking features. I think this software is excellent

Cons

One think I would like to see is the option to use a graphic (Mind Map) view of the WBS. The other item I would like to see is a section for Risk Management.

February 2017

Patrick from Carillon Information Security Inc.

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

February 2017

An excellent alternative to Microsoft Project

I've been using RationalPlan-Single for close to 6 years now, and am still a huge fan. To me, Microsoft Project is not an option, both from being a Mac user and for the licensing cost, and honestly, I don't need all the bells and whistles. I'm not a professional project manager, but I do need to build WBSes and Gantts on a regular basis, and also sometimes need to open project files sent by customers. Generally speaking, although the interface has its peculiarities, RationalPlan is pretty straightforward to use, and more than enough for my needs. There have been odd glitches in the past (corrupted save files used to be an issue), but those were worked out over time, and I feel the current version is stable and reliable. All in all - enthusiastically recommended.

Pros

Multi-platform
Excellent value for the price

Cons

Occasionally clunky interface

February 2014

John from JAM Works LLC.

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

February 2014

RationalPlan Multi

Project Management has always a balancing act, sometimes taking a great deal of time to accurately schedule projects, manage resources etc... For years we have used MS Project for doing just this. That is until we found RationalPlan, and we haven't looked back. This software is truly a hidden gem. It offers similar power to MS Project, with a simplified layout, client organizing, work breakdown, scheduling, Gantt chart's etc. etc. It also supports import and export of MS Project files, so for those clients who use MS Project, transferring data back and forth is quite simple. In closing, RationalPlan allows us to plan and communicate with our clients very clearly and has far exceeded our expectations. We now use this software daily for multiple projects, and always have a clear view throughout . It does seems to take far less time to accurately set each up. We have begun to roll this out to our company and have not run into any issues regarding this transition. All in all I cannot say enough about this software and company. The support staff is extremely responsive and friendly. Thank You for a great product.

February 2017

William from High Precious Group

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

February 2017

Good Software

I have been using this software to develop project plans for my business...its ease of use and its functional capabilities make it a great tool to develop complex (and even simple) project plans and over all management of planning an budgeting. I would highly recommend this software to anyone who wants an alternate to microsoft.... I have been using project management software since 1983 (CPM or critical path project management software even before microsoft project).

Pros

its a great low cost project management tool...

Cons

You should have some prior project management experience to better take advantage of all of the powerful features of this product.

February 2017

Leonardo from PCM

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

3 of 5

February 2017

good but...

It's good value for money but the options to print the Gantt diagram are confused or non existent. There no options to limit the dates for the printing (ie. I want to print form january to september eventhough the Project goes to december), there is no option to copy the diagram to another application, so we have to print in PDF and then copy it, etc. It's not friendly for report elaboration.

Pros

Value for money, does the work

Cons

It's not very friendly, lack of features to ease the elaboration of reports

February 2017

Sandra from Dana-Farber Cancer Institute

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2017

Robust project scheduling tool

Rational Plan functionality is every bit as good as MS Project. But what I find most impressive is that it was obviously created by someone who understands project management methodology. The Project Guide encourages users to follow a logical step-by-step process for setting up a schedule (first WBS, then scheduling, then creating assignments). Highly recommended for individuals and organizations who want a robust project scheduling tool.

Pros

Uses sound project management principles. The functionality is as good as MS Project at a fraction of the cost.

Cons

Some of the language is confusing (written by people for whom English is not first language) and the interface is not as polished as it could be (e.g., Comic Sans font)

March 2017

Bill from etc Network

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

March 2017

Bill's MyReview

I think this is the best project management software for the Mac at an affordable price. It is easy to use with most of the features found in the Microsoft project management softwareI am still wishing for a PERT Chart

Pros

I use this software to help me develop proposals.

Cons

Only thing I miss is the PERT Chart