

Planview Portfolios and OpenText Project and Portfolio Management (PPM) compete in the project and portfolio management software category. Planview Portfolios appears to have an edge due to its flexibility and integration capabilities, especially for businesses needing adaptable and extensive reporting features.
Features: Planview Portfolios provides flexible configuration, integrates deeply with stakeholder management tools, and supports Power BI for extensive reporting. It adapts to various processes and offers comprehensive management features including Gantt charts and strategy views. OpenText PPM focuses on robust workflow capabilities, extensive project and resource management, and is versatile in aligning projects with strategic goals.
Room for Improvement: Planview Portfolios could improve integration with agile tools, more customization options without external help, and increase transparency in support. Enhancements in reporting and financial management are desired. OpenText PPM could modernize its user interface, expand agile management features, and broaden database support beyond Oracle.
Ease of Deployment and Customer Service: Planview Portfolios deploys in public and private clouds, offering deployment flexibility but with mixed customer service feedback due to turnover. OpenText PPM operates primarily on-premises with some cloud options, offering consistent service but limited agility in deployment. Both face realtime issue resolution challenges.
Pricing and ROI: Planview Portfolios has a high price point but offers value through extensive functionalities and a FLEX licensing model, with substantial ROI in strategic management though initial investment is high. OpenText PPM is similarly priced and favored by larger organizations for its capabilities but can be costly for smaller businesses. Both provide ROI through efficiencies, but financial gains are complex to quantify for some users.
| Product | Market Share (%) |
|---|---|
| Planview Portfolios | 5.9% |
| OpenText Project and Portfolio Management | 3.1% |
| Other | 91.0% |
| Company Size | Count |
|---|---|
| Small Business | 8 |
| Midsize Enterprise | 2 |
| Large Enterprise | 15 |
| Company Size | Count |
|---|---|
| Small Business | 2 |
| Midsize Enterprise | 2 |
| Large Enterprise | 59 |
OpenText Project and Portfolio Management provides user-friendly interfaces with seamless integration into tools like Jira. It enhances real-time visibility, resource planning, demand management, and workflow automation for more effective project tracking aligned with business goals.
OpenText Project and Portfolio Management offers extensive customization and reporting capabilities. It integrates effortlessly with platforms like Jira and Microsoft Project, offering real-time data visibility for improved decision-making. While its strengths in resource planning, demand management, and financial oversight stand out, users highlight the need for improved chargeback integration, enriched reporting capabilities, and more efficient license management. The platform aids in managing project delivery, investment, resource management, and financial forecasts, with modules for time tracking and reporting management ensuring transparency and governance.
What are the key features of OpenText Project and Portfolio Management?OpenText Project and Portfolio Management is widely used across industries for resource and demand management, handling project delivery, capacity, and financial forecasts. Entities incorporate diverse modules like time and defect tracking to ensure governance and tailor the platform to meet project management requirements, collaborating closely with developers for effective testing and implementation.
Planview Portfolios equips leaders in strategic portfolio management to enhance investment confidence and market responsiveness through seamless strategy connection, planning, delivery, and outcomes, offering both cloud and on-premises options.
Planview Portfolios supports executives and portfolio managers by improving strategic execution with automated and adaptable processes. It integrates strategy and outcomes by aligning business and technology plans to optimize funding and resource capacity. Features include end-to-end visibility, which allows tracking of strategic initiatives and the ability to analyze performance data using key metrics. It also provides dynamic planning and funding via scenario modeling, allowing businesses to adapt funding based on outcomes while ensuring balanced investments against capacity.
What are the key features of Planview Portfolios?Planview Portfolios sees extensive use across industries like IT, financial planning, and resource management. Global companies implement it for managing projects, resource allocation, and strategic planning. It's crucial for end-to-end project management, including investment planning, capacity management, and connecting agile with traditional resource planning, supporting departments worldwide in project execution.
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