

Planview Portfolios and Planview PPM Pro are powerful tools in project and portfolio management. Planview Portfolios is favored for large organizations needing financial management and high-level insights, while Planview PPM Pro is preferred for its project management and integration flexibility, offering an advantage in detailed planning and task management.
Features: Planview Portfolios provides strategic alignment, high-level portfolio insights, and robust financial management, making it useful for large enterprises. Its financial oversight and strategic capabilities are standout features. Planview PPM Pro excels with project management capabilities and strong integration with platforms such as Projectplace and LeanKit, suitable for detailed task management and strategic planning. Both offer automation and visibility, with PPM Pro showing greater flexibility in integrating with other tools.
Room for Improvement: Planview Portfolios users desire more customization in UI and Agile integration along with enhanced collaboration tools. It could also benefit non-technical users better. Planview PPM Pro could improve in task management and offer a more intuitive interface. Enhanced scheduling and resource management controls are requested, highlighting areas where user experience can be refined.
Ease of Deployment and Customer Service: Both Planview Portfolios and Planview PPM Pro offer flexible deployment options with cloud and hybrid configurations. While Planview Portfolios also offers hybrid solutions, customer service feedback is varied, with some noting proactive support but occasional delays. PPM Pro receives generally positive support feedback, though there are areas for improvement like integration assistance.
Pricing and ROI: Planview Portfolios is seen as cost-effective with strong ROI for medium to large enterprises, though less affordable for smaller organizations. Its ROI is notable through enhanced financial reporting. Planview PPM Pro is considered expensive, particularly for government agencies, but offers flexibility via its FLEX model. While licensing costs are a consideration, its value in project traceability supports the investment.
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.
Planview Portfolios is very stable; I have not experienced any downtime.
Planview Portfolios is very stable.
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.
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.
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 | 6.3% |
| Planview PPM Pro | 4.3% |
| Other | 89.4% |

| Company Size | Count |
|---|---|
| Small Business | 2 |
| Midsize Enterprise | 4 |
| Large Enterprise | 66 |
| Company Size | Count |
|---|---|
| Small Business | 4 |
| Midsize Enterprise | 6 |
| Large Enterprise | 24 |
Planview Portfolios empowers executives, finance, and portfolio leaders by enhancing strategic investments, improving market responsiveness, and connecting strategy and execution for optimal visibility.
Planview Portfolios offers comprehensive strategic and project portfolio management to organizations. Automating and scaling these processes, it enhances speed-to-value, aligns strategic objectives with execution, and connects business and technology planning for optimal funding and resource capacity. Users gain end-to-end visibility, track progress, and improve decision-making by utilizing integrated financial and capacity planning.
What key features does Planview Portfolios offer?Planview Portfolios is implemented across projects in industries requiring strategic planning, resource allocation, and financial tracking. Organizations manage project lifecycle and integration with ERP systems on a centralized platform, utilizing customizable workflows and reporting tools to enhance efficiency and streamline team processes.
Planview PPM Pro offers a cloud-based platform focused on enhancing project management with high configurability and flexibility, supporting organizations in streamlining tasks and decisions.
Planview PPM Pro is recognized for its robust reporting capabilities, customizable project templates, and effective resource management. As a cloud-based solution, it enhances workflow efficiency and project visibility through integration with other tools. Features like timesheet tracking, dashboard capabilities, and Kanban views optimize resource and demand management. Although users value its functionality, there is room for improvement in areas such as capacity and financial management, intuitive reporting, and modern dashboards. Enhancements in integration with tools such as JIRA and Outlook, as well as improved task management and Agile functionality, are also desired.
What are the key features?Planview PPM Pro is primarily used in IT project management to centralize project practices and manage resources effectively. Organizations leverage it for strategic planning, time tracking, and portfolio analytics. It supports project management offices and cross-divisional collaboration, visualizing business demand and creating detailed reports. Integration with LeanKit empowers agile methodologies and project lifecycle transparency.
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