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Planview Portfolios Reviews

Vendor: Planview
4.0 out of 5
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What is Planview Portfolios?

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.

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Planview Portfolios is the #4 ranked solution in top Project Portfolio Management solutions and #8 ranked solution in top Enterprise Architecture Management solutions. PeerSpot users give Planview Portfolios an average rating of 8.0 out of 10. Planview Portfolios is most commonly compared to Sparx Systems Enterprise Architect: Planview Portfolios vs Sparx Systems Enterprise Architect. Planview Portfolios is popular among the large enterprise segment, accounting for 58% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a manufacturing company, accounting for 15% of all views.
Buyer's Guide
Planview Portfolios
February 2026
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Planview Portfolios mindshare

Product category:
Project Portfolio Management
As of March 2026, the mindshare of Planview Portfolios in the Project Portfolio Management category stands at 6.4%, down from 7.1% compared to the previous year, according to calculations based on PeerSpot user engagement data.
Project Portfolio Management Mindshare Distribution
ProductMindshare (%)
Planview Portfolios6.4%
Planisware7.3%
Broadcom Clarity7.2%
Other79.1%
Project Portfolio Management

PeerResearch reports based on Planview Portfolios reviews

TypeTitleDate
CategoryProject Portfolio ManagementMar 9, 2026Download
ProductReviews, tips, and advice from real usersMar 9, 2026Download
ComparisonPlanview Portfolios vs PlaniswareMar 9, 2026Download
ComparisonPlanview Portfolios vs Broadcom ClarityMar 9, 2026Download
ComparisonPlanview Portfolios vs monday.comMar 9, 2026Download
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Key learnings from peers
Last updated Mar 1, 2026

Valuable Features

Planview Portfolios offers valuable features like user-friendly interfaces, robust financial and resource management, and seamless Power BI integration for enhanced reporting. Users benefit from workflow optimization, strategic alignment, visibility, and real-time analytics. It supports flexible configurations, automated processes, and collaboration, improving time management. Its centralized platform ensures data-driven decisions and comprehensive monitoring across projects, increasing productivity and project completion rates. The tool's adaptability allows teams to customize and leverage capacity planning for strategic objectives.
  • "By using Planview Portfolios, we have saved considerable time and improved our organization by delivering projects to our clients on time and within a good health margin and required budget, hence saving time and cost."
  • "Planview Portfolios has been the perfect project management tool for me to manage the entire project life cycle from a centralized source, ensuring controlling, tracking, and delivering projects on time within an agreed budget and time frame."
  • "Planview Portfolios helps us manage both investment and execution risk while also ensuring optimal value realization in my organization."

Room for Improvement

Planview Portfolios requires improvements in agile integration and customization to align with other tools like JIRA more effectively. Users desire more intuitive reporting capabilities and easier access to configuration options. The interface is often seen as outdated and not user-friendly, causing difficulties with adoption and usage. Integration challenges and limited flexibility in reporting and data management persist, hindering performance and operational efficiency. Improvements in documentation, community resources, and automation features would enhance user experience and workflow management. Additionally, better support for user interface modernization and process automation is needed.
  • "Improvement in integration should be prioritized, and flexibility with out-of-the-box reporting should also be enhanced."
  • "My experience with pricing, setup cost, and licensing reveals that the cost is a bit not affordable for a small organization, but for medium and large enterprises, I would say it is very cost-effective and affordable."
  • "Planview Portfolios can be improved by making the platform more dynamic and user-friendly, especially for non-technical users."

ROI

Organizations using Planview Portfolios report increased visibility and transparency, leading to improved resource management and project delivery. They experience time and cost savings through consolidated tool usage, enhanced decision-making, and effective budget management. While exact monetary gains are hard to quantify, many highlight gains in operational efficiency, strategic alignment, and collaboration. Users note the tool’s role in facilitating informed decisions, optimizing resource use, and improving communication, ultimately supporting strategic objectives and driving indirect returns.

Pricing

Planview Portfolios has mixed feedback on pricing. While licensing is often seen as costly, many organizations find it justified due to the benefits for medium and large enterprises. The FLEX licensing option adds adaptability, allowing license exchanges across Planview products. Some users mention challenges with the initial license quantity evaluation, leading to over-purchasing. Setup costs are typically comparable to competitors, with added fees for integrations, but overall value aligns well with enterprise needs.
  • "When we went through that process, I believe it is competitive with others on the market. However, there are less expensive options available. It's a more premium offering at a higher price."
  • "I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."
  • "Planview is a little pricey. From a licensing perspective, for just a simple timesheet user who does nothing in the system but reports time, the licensing is a little pricey, but you have to look at it from what it is that you get.We have 6,000 users, and I don't manage the system at all. I just have to do add them to the system. The servers, maintenance, OS levels, security patching for the OS, and all other things are not something that we maintain. So, you have to look at it from an operational perspective. It is not just the product itself. A holistic view has to be taken when you look at the product and how you're going to support it. I would have to hire an entire operation staff to bring it in-house, and at the end of the day, that might cost me more."

Popular Use Cases

Planview Portfolios is used for project, portfolio, and resource management across various industries. Users employ it for tracking projects from initiation to completion, ensuring alignment with strategic objectives, improving decision-making with real-time visibility, and consolidating financial and resource planning. It's integrated with other tools, enabling a centralized approach to project life cycle management. Users appreciate its customizable features for reports and workflows, enhancing efficiency, productivity, and visibility into work and resources.

Service and Support

Planview Portfolios customer service is often praised for being proactive and responsive, though some users report slow interactions and variability in service quality. Technical support receives mixed feedback, with some users commending knowledgeable team members and others noting response delays and the need for improvement in ticket resolution efficiency. Positive interactions highlight expertise and prompt assistance, while challenges include navigating administrative tasks and personnel turnover. Ratings vary from high satisfaction to calls for improvement in consistency and efficiency.

Deployment

Many found Planview Portfolios's initial setup straightforward, though covering multiple processes could be complex, especially for those upgrading from legacy systems. Configurations often required extensive planning and external consulting. Training and adaptation took additional time for user integration. While some managed to streamline setups efficiently within months, others noted challenges due to a lack of defined processes or technical support. For those committed, Planview Portfolios was beneficial despite initial hurdles.

Scalability

Planview Portfolios is highly effective for scalability, allowing organizations to expand usage across departments. Users report handling of various organizational tasks, including projects from IT, engineering, and R&D. While generally efficient, performance may slow with extensive data retrieval. The tool adapts well to business growth and internal process changes, offering roles flexibility. Planview's continuous updates and integration capabilities positively impact usability and expansion, particularly for larger enterprises and complex projects. Scalability issues are rarely experienced.

Stability

Planview Portfolios is recognized for its consistent stability by multiple users. Minimal downtime and rare crashing highlight its reliability, though some users report slow report generation and connectivity challenges. Legacy frameworks and system performance are occasionally mentioned as limiting factors. While many find it dependable, certain organizations experience issues with larger projects and reporting. Despite these concerns, the general sentiment is positive towards its stability, with most users experiencing smooth operation.
These insights are based on the in-depth reviews provided by peers to help you make a better buying decision.
Download our Planview Portfolios Buyer's Guide for additional reliable information.

Review data by company size

By reviewers
Company SizeCount
Small Business2
Midsize Enterprise2
Large Enterprise63
By reviewers
By visitors reading reviews
Company SizeCount
Small Business143
Midsize Enterprise48
Large Enterprise262
By visitors reading reviews

Top industries

By visitors reading reviews
Manufacturing Company
15%
Financial Services Firm
9%
Marketing Services Firm
7%
Healthcare Company
7%
Government
5%
Retailer
5%
Insurance Company
5%
Hospitality Company
4%
Computer Software Company
4%
Energy/Utilities Company
4%
Comms Service Provider
3%
Media Company
3%
University
3%
Performing Arts
3%
Outsourcing Company
3%
Construction Company
3%
Educational Organization
3%
Wholesaler/Distributor
2%
Transportation Company
2%
Non Profit
2%
Real Estate/Law Firm
2%
Renewables & Environment Company
1%
Mining And Metals Company
1%
Legal Firm
1%
Logistics Company
1%
Pharma/Biotech Company
1%

Compare Planview Portfolios with alternative products

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Learn more about Planview Portfolios

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?
  • Strategic Alignment: Connects OKRs with execution processes.
  • End-to-End Visibility: Assesses performance with KPIs for strategic decision-making.
  • Dynamic Planning and Funding: Scenario modeling for incremental funding.
  • Flexible Capacity Planning: Balances resources and dependencies.
  • Connected Technology Strategy: Aligns tech investments with priorities.
  • Adaptive Program Management: Integrates planning and cross-functional teams.
What benefits do users gain from using Planview Portfolios?
  • Customization and Interface: Offers tailored layouts and an intuitive interface.
  • Centralized Management: Manages projects and resources effectively.
  • Robust Reporting: Features Power BI integration for comprehensive reports.
  • Agile Integration: Supports agile practices alongside traditional methods.
  • Enhanced Collaboration: Facilitates team collaboration across departments.

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.

Planview Portfolios was previously known as Planview Enterprise One, Troux.

Planview Portfolios customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO

Related questions

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  • 117
What project management/portfolio management program would you recommend?
  • 17
Any experience with Strategic Project Portfolio Management Solutions?
  • 94
What are the tools you recommend to support teleworking?
  • 15
When evaluating Project Portfolio Management, what aspect do you think is the most important to look for?
  • 16
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CA Clarity PPM - does it support my requirements?
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Why is Project Portfolio Management important for companies?

Product Categories

Product Categories
Project Portfolio Management
Enterprise Architecture Management

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Planview Portfolios Reviews Summary
Author infoRatingReview Summary
Project Manager at 3M4.0I've used Planview Portfolios for five years to manage projects, resources, and finances, gaining visibility and efficiency across departments. It's stable, scalable, and cost-effective, though onboarding resources could improve. It helped generate $90 million in revenue.
System Engineer at BNY4.0I use Planview Portfolios as an efficient, stable, scalable PPM tool with strong workflows, financials, resource management, and Power BI reporting, plus proactive support and good ROI. I’d like better UI, roadmaps, email tagging, and notifications; cost may deter small teams.
Customer Service Representative at Roche4.0I use Planview Portfolios as a centralized, stable, scalable tool to manage full project lifecycles with real-time reporting, strong resource and financial integration, and automation, improving time management and reducing emails. It needs a more user-friendly interface and better documentation.
Project Manager at AT&T4.0I use Planview Portfolios to manage project lifecycles centrally, prioritizing work, allocating resources, and tracking progress with customizable workflows and real-time reports. Financial integration is strong, and it’s stable, scalable, and well supported, but DMS/WBS, timesheet approvals, automation, and small-org cost need improvement.
Project Manager at AT&T4.5I use Planview Portfolios for governance, approvals, and financial management across large portfolios, integrating with ERP and other tools. It improved strategic alignment, visibility, and cost control, replacing legacy systems. It’s stable, scalable, and cost-effective, but needs better UI defaults, reporting, and error logs.
Financial Analyst at Shell4.5I’ve used Planview Portfolios for 4+ years to centralize project lifecycle, capacity, demand, and financials, improving visibility, prioritization, and resource utilization. It’s stable, scalable, affordable, and well supported, but needs better integrations, reporting, notifications, and hours approvals.
Project Lead at Wells Fargo4.5I use Planview Portfolios as a single source of truth for portfolio planning, financials, and approvals, improving visibility, resource use, and timely decisions. It’s flexible and stable, but reporting, UI readability, and ROI/IRR configuration could improve.
Business Development Manager at Walmart4.5No summary available