

Planview Portfolios and OpenText Project and Portfolio Management compete in the project and portfolio management software market. Planview Portfolios appears to have the upper hand based on its flexibility, integration capabilities, and strategic alignment.
Features: Planview Portfolios is noted for its robust system performance, comprehensive resource management, and seamless integration with tools like Power BI, enhancing visibility across projects. It provides flexibility in reporting and easy configuration for organizational needs. OpenText Project and Portfolio Management offers powerful workflow capabilities, strong financial management tools, and seamless integration with existing systems, providing a solid foundation for managing resources and finances.
Room for Improvement: Planview Portfolios could improve its customization options and better integration with Agile tools. Users suggest enhancements in reporting flexibility and user interface for non-technical users. OpenText should improve its interface and enhance integration capabilities for Agile tools. Users also note the need for more intuitive and configurable reporting and alerts.
Ease of Deployment and Customer Service: Planview Portfolios offers public and private cloud deployment options, with praised proactive customer support, though some experience turnover issues. OpenText primarily provides on-premises deployment, with technical support rated highly for expertise, but users report needs for improved responsiveness and communication.
Pricing and ROI: Planview Portfolios offers cost-effectiveness for medium to large enterprises, with a comprehensive feature set that justifies its higher price, driving ROI through improved resource allocation and productivity. OpenText’s licensing can be costly for smaller entities, though larger enterprises find it more affordable. The SaaS model offers transparency, but users face issues with third-party licensing and price increases.
It also delivers a set of shared metrics focused on customer value, such as speed and quality, to achieve business results while being able to roll up objectives and key results in the system where work gets done to ensure strategy informs execution and vice versa.
Reports and real-time analytics enhance real-time data-driven decision making.
I also love the ability to provide visibility and transparency across an organization; it allows us to create custom reports and dashboards for easy data analysis, hence making data-driven decisions easily.
The customer support for Planview Portfolios has been quick to respond and very proactive since I have reached out to them several times.
The customer support for Planview Portfolios is very proactive and responsive.
The customer support for Planview Portfolios is very proactive and responsive.
The scalability of Planview Portfolios is very effective, and it handles all of my organization's projects and tasks.
Planview Portfolios is very scalable because it grows with the organization.
Planview Portfolios is very scalable because it handles my organization's growth, allowing us to work with both small projects and big projects at the same time.
While it is generally stable, there is still some room for improvement.
Planview Portfolios is very stable; I have not experienced any downtime.
Planview Portfolios is very stable.
OpenText Project and Portfolio Management could improve in several areas such as portfolio planning and resource allocation.
An important improvement would be to add more automation features and provide more online documentation videos that would make it much easier to use for non-technical users.
Additionally, there should be plenty of resources online, such as tutorials and videos on how to guide and how to use Planview Portfolios, especially with its robust features, explaining each feature and how it works.
Reporting flexibility is needed so that end users can create their own quick ad hoc reports for analysis and for better data-driven decisions.
It is not overly expensive and provides a fair value for the features offered.
My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost effective and affordable.
My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost-effective and fairly pocket-friendly.
Planview Portfolios is one of the best and a very cost-effective tool.
The workflow is amazing and highly effective in streamlining processes.
This enhanced visibility in Planview Portfolios ensures that all users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency.
End-to-end visibility enables us to analyze performance data across the organization to measure the success of strategic initiatives with key performance indicators and make timely decisions to ensure outcome realization.
The comprehensive set of features empowers users to allocate resources strategically, analyze costs accurately, and align project timelines with available resources seamlessly.
| Product | Mindshare (%) |
|---|---|
| Planview Portfolios | 6.4% |
| OpenText Project and Portfolio Management | 3.7% |
| Other | 89.9% |


| Company Size | Count |
|---|---|
| Small Business | 8 |
| Midsize Enterprise | 2 |
| Large Enterprise | 15 |
| Company Size | Count |
|---|---|
| Small Business | 2 |
| Midsize Enterprise | 4 |
| Large Enterprise | 66 |
OpenText Project and Portfolio Management provides resource planning, project delivery, and governance with an intuitive interface, seamless integrations, and powerful modules for effective project lifecycle management.
OpenText Project and Portfolio Management delivers comprehensive portfolio and project management, aligning with business strategies and objectives. The platform features seamless integrations with essential tools like Microsoft Project and Jira, offering powerful modules such as time, demand, and resource management. It enhances decision-making with real-time data visibility, workflow automation, scenario comparison, and customizable dashboards. While offering extensive financial management and the ability to model processes, areas for enhancement include user interface, reporting, resource management, and integration with cloud services. Users also aim for improvements in security and mobile capabilities, alongside upgrades in database support and API usage, seeking a reduction in coding dependency for a better experience.
What are the key features of OpenText Project and Portfolio Management?Industries leverage OpenText Project and Portfolio Management for resource planning and project governance. Organizations deploy modules like Demand, Time, and Resource Management to integrate financials and forecast workloads. The platform aids in project management, demand consolidation, and value-based delivery, facilitating investment management, capacity planning, and workflow optimization. Customization aligns with specific needs, supporting project control, defect tracking, and comprehensive reporting. Clients utilize the system for resourcing requirements and staffing profiles, ensuring effective project lifecycle management tailored to industry demands.
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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