JIRA Portfolio vs OpenText Project and Portfolio Management vs Planview Portfolios comparison

The compared Atlassian and OpenText solutions aren't in the same category. Atlassian is ranked #4 in EAP , with an average rating of 8.5, and holds a 1.3% mindshare in the category. OpenText is ranked #12 in PPM , with an average rating of 8.3, and holds a 1.8% mindshare. Additionally, 98% of Atlassian users are willing to recommend the solution, compared to 100% of OpenText users who would recommend it.

JIRA Portfolio

Read 58 JIRA Portfolio reviews

547 Views
448 Comparison Views

98% willing to recommend

OpenText Project and Portfo...

Read 27 OpenText Project and Portfolio Management reviews

418 Views
185 Comparison Views

100% willing to recommend

Planview Portfolios

Read 63 Planview Portfolios reviews

997 Views
576 Comparison Views

90% willing to recommend

JIRA Portfolio

OpenText Project and Portfo...

Planview Portfolios

Comparison Buyer's Guide

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Executive Summary

We performed a comparison between JIRA Portfolio, OpenText Project and Portfolio Management, and Planview Portfolios based on real PeerSpot user reviews.

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Enterprise Agile Planning Tools

March 2025

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Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Mindshare comparison

Enterprise Agile Planning Tools

Project Portfolio Management

Featured Reviews

Gary Craven

Vice President, Consulting Services at Paradigm Consulting Group

Powerful, flexible solution with a bit of a learning curve

The weakness of the solution is that the interface is a little nonstandard, meaning it's very flexible. It's got a lot of power and gives the user the ability to combine different projects into the portfolio and move user stories between projects and link them. What I have found in a couple of organizations that I've used it with, is that the uptake tends to be a little slow because it's got a bit of a learning curve. It can dump data out to Excel and those programs, but it also has a big ecosystem of plugins and add-ons that you can get. I guess it has some strength in that regard, but if you're going to run it on-prem, you have to have people that are pretty well-versed in the program and have the time and capabilities to handle integration and make sure they're adding those modules correctly. Their interface is a little unique and I think that's partly because the core of the product has morphed into several sub-products, but the underlying architecture has stayed the same on all of them in that it was originally a help desk ticketing system. Now they are moving into these new use cases, including systems development, business projects, business processes, and redevelopment projects, but there is a problem with the nomenclature that they use, and some of the documentation is a little techy for moving it into those more business-focused use cases. It's a very tech-focused product and that's fair given its origins, but if they really want to expand their community of users, then they're going to have to move beyond that a little bit and polish it up.

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Mahmoud NourElDin

ITSM Consultant at Vodafone

Saves significant time on demand management and helps accelerate delivery

The ease of customization of the tool means I can support multiple departments in our company. Our users find it easy to use the service and the forms. And the Project Management module is one of the best modules that they work on. It is very important that the platform gives us a single place where we can measure progress toward goals, as we have weekly meetings with the CTO. We present these consolidated overviews and dashboards to him so that he has an overview of all the projects and can see the status of all the problems that we have and we are working on.

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Mark Hillman

Global Head of Portfolio Management at a wholesaler/distributor with 1,001-5,000 employees

User-friendly interface, but the reporting could be improved

The reporting is poor and requires improvement. The tiles and exception-based activities in the application are sufficient to get by. However, when it comes to producing executive reports, MI reports, or any other type of reporting, we must exit Planview and work offline. We have been working with them to improve on that, as well as using some of the Power BI capabilities that have been available for a while, but it's still more difficult than it should be. In the next release, I would like to be able to use the data in the tool to gain insight much more easily.

Read full review

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"The workflow and bucket features are most helpful."

"The most valuable feature of the JIRA Portfolio is the many features it provides, such as code integration, documentation, roadmap, and Eclipse. The solution is useful for product managers."

"Has good analysis integration capabilities."

"The solution is stable and reliable."

"The feature that we like the most is that JIRA enables modules. Atlassian provides a lot of products around JIRA, such as compliance for the documentation, BitBucket for the Git version. We are new to these products developed by Atlassian, but they can integrate very easily. Generally, when an editor is developing a solution, they think about integrating with JIRA. When we are looking for any other solution, they plan to easily integrate with JIRA."

"The most valuable feature is the dashboard where we can see all of our projects and apply filters to shortlist those projects."

"Jira's Structure, agile, and Kanban boards are helpful. I also like JQuery, which allows you to fetch the relevant set of data. We use JQuery, JQL, and the Structure board a lot. Kanban boards help us monitor daily tasks, and we review the progress using the burndown charts."

"The stability of JIRA Portfolio is very good."

More JIRA Portfolio pros

"Micro Focus PPM is flexible and easy to use. It's simple to customize and configure workflows."

"Micro Focus Project and Portfolio Management (PPM) has a very strong workflow engine."

"Has a powerful workflow engine that allows creation of workflow complexities and processes."

"Recent Program Management lifecycle, Program Management aggregation views due to interactive UI (selection of risks, issues, and changes in Program Overview) and “flash look & feel" of this functional chunk, which is different in comparison to other parts of HPE PPM."

"The solution helps with tech management. It has a work plan similar to Microsoft Project for tracking progress anywhere. It can synchronize with Microsoft Projects for updating and rebooting tasks. They can also assign tasks to team members who can update progress using timesheets without a sheet."

"Overall, they have a very strong workflow management capability. That's a very strong feature because then you can model any process easily. Whether it is a demand management process, a pipeline management process, or your project delivery methodology, it is much easier because of their workflow management capability."

"I like the ease of customization from an admin perspective. I'm really excited about some of the things that are coming in version 10.0.3 as far as what admins are able to do."

"I like the automated calculations, especially on the resource side. When project managers enter their resource requirements into their staffing profiles, they are automatically translated into labor forecast calculations. PPM automates a significant portion of the forecast calculations. Timesheets are also built-in. We automatically process time sheets and bill them accordingly."

More OpenText Project and Portfolio Management pros

"We use expenditures quite a bit. We put in forecast expenditures and then we actualize them below the line in the little box in the bottom tray. Being able to track the project with relevant milestones is also valuable. Milestones are valuable because it helps us to keep the project on track. The expenditures are valuable because we need to be able to understand expenses that are beyond the regular resources in the projects."

"It maps back to our SDLC process pretty well. I'm able to see the stage of where things are at. We also use Azure DevOps for all of our requirements and our coding."

"The most valuable feature of this solution is the completeness of the standard, underlying metamodel."

"Another good thing is that we can create custom reports, which is great. If I created a custom report, a tile that tells me how many people have logged in today. We currently have a little under 2000 users, and that's only users, we actually have integrations, that we created a custom form that sends hours directly to Planview. They're not using Planview directly, but they're sending their hours to Planview through an API."

"The most valuable feature of this solution is reporting."

"I like that everyone is able to see the same data. All of our users who aren't just time reporters have read access to all the data that is out there. So, it is one source of truth where everybody can go in and see the exact same data that everybody else sees. It is transparent."

"I like that it's an enterprise environment. I can look across everything that's going on and have a sense of what is going on within the organization."

"Its view into resource capacity and availability helps us to manage work. In reporting, we use this facility to help with resource capacity and availability. It also helps to see how much we are using. We derive that information from the work and resource management screen. That is very helpful."

More Planview Portfolios pros

Cons

"Requires some effort to insert functionalities and that could be simplified."

"Converting a task into an epic is very troublesome."

"The solution is sometimes complex to use"

"The HR aspect of the solution could be improved."

"The product presently lacks visualization capabilities"

"It would be nice if it could provide an end-to-end solution for a project."

"The kanban board could also use some more filters. We just had a project where the deployment for Jira didn't have any ETA, and it's a requirement for the client. We accommodate a lot of issues on the board, so the workaround was to create boards by project, not client."

"The automation in JIRA Portfolio could improve, it takes some time. We have to do some other tactics to have the same integration. Manually integrating something will take more work than if it was automated, but the automation scripting in the solution is not simple."

More JIRA Portfolio cons

"The solution can sometimes be a little inflexible and a bit caustic."

"There are some limitations when it comes to attaching receipts. For example, if we are going to buy some non-labor-related assets such as hardware, we are not able to attach the receipts in the Financial Management module in version 9.41."

"Portfolio scenarios: This is a very powerful feature. However, it’s limited to analyses."

"I would also like to see improvement in PPM's reporting and alerts. PPM has reporting capabilities, including HTML reports and portlets. But a majority of clients will build their own reporting platforms, or they will use external reporting platforms like Tableau and QlikView."

"I was not involved in the initial setup. I know that the project involved a lot of consulting that took a long time."

"They can make its UI better. Currently, the UI is a bit clunky."

"The user interface is very, very old and is missing some functions, such as, for example, re-do, follow, and share functions. The UI is not good."

"Currently, HPE PPM does not allow “Project” approval, but only simple “Demand Request” approval (mobility)."

More OpenText Project and Portfolio Management cons

"The resource area needs improvement. The improvements that have been made recently in the later versions have been good improvements, but I think there are some more improvements needed there."

"Its ability to create summary reports across multiple projects is very limited. In terms of the out-of-the-box reporting for summary reports, the reporting that we typically leverage is around forecasting for resources, timesheets, and actuals, and just looking at what is the capacity. There is no real summary of what work is being done and how work is being accomplished. So, what we typically do is that we get a copy of the data files from Enterprise One daily, and then we have a team that manages the data mod outside of Enterprise One. They use data from Enterprise One as well as other additional sources to provide the reporting that we share with the management. So, we leverage a lot of Enterprise One data for reporting, but we don't use the reporting capabilities within Enterprise One. So, reporting can be improved, and they could help us make more customized reporting. I know it is very configurable out of the box, but we have to leverage an outside data mod that pulls in a lot of data from Enterprise One. So, the reporting function, and being able to customize reports, is the area that could be very beneficial."

"The reporting capability and access to the fields for our system administrators to have access to the data without having to pay Enterprise One to get the data that's needed to create custom reports for management to create reports need improvement."

"We don't use the Progression feature. We will use it at some point in time. Until then, we want to have a way to set time to help decide what's in the past, present, and future. It is one of the things we've been discussing with Planview."

"The technical people are very competent, but there is so much turnover in the people that we talk to, and that's frustrating. They will say, "We can make this work." Suddenly, that guy has left, and we have no one. Then, we have to start all over."

"When you think of planning at a PI level, roadmap planning, or release planning, I think they should make a little more headway into how agile delivery works, tying it back into the financials and the planning to Planview. I think it would be good."

"Configuring the UI in the content management system is too elaborate and too time-consuming."

"Its reporting needs to be improved. My main complaint when it comes to Planview is that it is good to maintain all the data but to actually use the information that is in it, you actually have to use a different tool. We use Power BI. So, we pull all the information, and then we use a Power BI dashboard to stage or look at the information."

More Planview Portfolios cons

Pricing and Cost Advice

"This solution has a comparable pricing in comparison to other similar products on the market."

"We pay our fees annually, although monthly payments are also available."

"I rate JIRA Portfolio a five out of ten for its pricing."

"Portfolio is well-priced - a license for ten users costs $100 or $150 a month."

"When we first got the tool, it cost 3,000 euros a year for unlimited users, which was a great deal. But the prices kept going up over the years. I'm not involved with pricing anymore, but I heard they increased a lot, so we decided to stop using it."

"We have a license to use JIRA Portfolio, we are not using the free version."

"The product is really not very expensive."

"There are free plugins available, but most of them are at an additional cost. Additionally, other services are an extra cost."

More JIRA Portfolio pricing and cost advice

"Now, we also received an increase in the support license prices, without any advanced notice. At this point, switching to unify all our licensing under HPE and customer support has been poor."

"We have an annual license, and it is fairly priced in comparison to that of other solutions."

"There is an additional cost for product support"

"A large organization will find Micro Focus PPM affordable, but it may be a bit costly for a small or medium-sized company. The license is based on the number of users."

"HPE PPM SaaS model is comprehensive, however, the base fee component has customer resistance to its recurring setup,"

"It is SaaS without a base fee."

"Support and license management are two hurdles for us. Every time we purchase new licenses, it has taken us half a year to implement those."

"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."

"Our licensing costs are about a quarter of a million dollars per year."

"We are on the Flex licenses."

"The licensing part is a bit costly in comparison with the other available PPM tools."

"Our licensing fees are approximately $50,000 USD annually."

"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."

"With the costs, they were very understanding. Knowing that we were an existing customer, they were very much willing to work with us to make sure that we were able to transition to Enterprise One from PPM Pro."

"We overbought our licenses. We looked at our needs three to four years down the road and tried based our contract on that. However, we were over aggressive. We use about a third of the licenses that we have. We're looking to adjust the makeup so we can start utilizing the amount of money that we are spending. Right now, we're overspending, and my organization is not seeing the value in Planview because we are paying so much for licenses that we're not using."

More Planview Portfolios pricing and cost advice

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Top Industries

By visitors reading reviews

Financial Services Firm

20%

Computer Software Company

17%

Manufacturing Company

12%

Government

Computer Software Company

25%

Financial Services Firm

14%

Government

12%

Energy/Utilities Company

Manufacturing Company

16%

Financial Services Firm

16%

Computer Software Company

14%

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

What do you like most about JIRA Portfolio?

The solution's tracking capabilities helped ensure we had full visibility into planned work and scheduled work.

See all answers

What is your experience regarding pricing and costs for JIRA Portfolio?

I am part of the delivery team and am not exposed to the commercial information. However, from what I understand, JIR...

See all answers

What needs improvement with JIRA Portfolio?

User experience should be more intuitive. Currently, it's not that intuitive. Additionally, a lot of querying and cus...

See all answers

Any experience with Strategic Project Portfolio Management Solutions?

Hi, @Cheryl Joseph Micro Focus Project and Portfolio Management solution could be a good candidate, see my review on ...

See all answers

What do you like most about Micro Focus Project and Portfolio Management (PPM)?

Micro Focus PPM is flexible and easy to use. It's simple to customize and configure workflows.

See all answers

What is your experience regarding pricing and costs for Micro Focus Project and Portfolio Management (PPM)?

The price of this solution is reasonable. It is not overly expensive and provides a fair value for the features offered.

See all answers

What do you like most about Planview Portfolios?

Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterpri...

See all answers

What is your experience regarding pricing and costs for Planview Portfolios?

Planview Portfolios is not too expensive. You get what you paid for.

See all answers

What needs improvement with Planview Portfolios?

Enhancements are needed in: Advanced reporting and analytics: While Planview Management provides robust reporting and...

See all answers

Comparisons

Oracle Primavera Portfolio Management vs JIRA Portfolio

Compared 25% of the time

Jira Align vs JIRA Portfolio

Compared 14% of the time

Microsoft Azure DevOps vs JIRA Portfolio

Compared 12% of the time

Microsoft Project Server vs JIRA Portfolio

Compared 11% of the time

Digital.ai Agility vs JIRA Portfolio

Compared 10% of the time

More JIRA Portfolio Competitors

Smartsheet vs OpenText Project and Portfolio Management

Compared 54% of the time

Jira vs OpenText Project and Portfolio Management

Compared 46% of the time

More OpenText Project and Portfolio Management Competitors

Broadcom Clarity vs Planview Portfolios

Compared 14% of the time

LeanIX vs Planview Portfolios

Compared 9% of the time

SAP Portfolio and Project Management vs Planview Portfolios

Compared 8% of the time

Planview PPM Pro vs Planview Portfolios

Compared 8% of the time

Sparx Systems Enterprise Architect vs Planview Portfolios

Compared 4% of the time

More Planview Portfolios Competitors

Product Reports

Buyer's Guide

JIRA Portfolio

April 2025

Download JIRA Portfolio product report

Buyer's Guide

OpenText Project and Portfolio Management

April 2025

OpenText Project and Portfolio Management report

Download OpenText Project and Portfolio Management product report

Buyer's Guide

Planview Portfolios

April 2025

Download Planview Portfolios product report

Also Known As

Portfolio for JIRA

Micro Focus Project and Portfolio Management (PPM), HPE Project and Portfolio Management PPM

Planview Enterprise One, Troux

Overview

Jira Portfolio is an agile roadmapping tool designed to help teams build plans, envision the big picture, track progress, and share the process with stakeholders.

Jira Portfolio is planned based. A plan in Portfolio is a complete view of the tasks, teams, and release dates for your Jira projects.

Once you start to create a plan, there are three main factors you need to define:

Scope: A list of tasks that need to be carried out in order to complete the plan.

Teams: Who will be implementing the work? With the correct data in place, Portfolio can estimate how long it will take for the team to complete their tasks.

Releases: Your scheduled release date.

With Jira Portfolio, you can create a visual timeline to gain visibility across each of your teams and projects in a single place from a granular level and review cross-team and cross-project dependencies to prevent bottlenecks. This visibility can help you plan realistic release dates and manage your team’s capacity. The solution allows you to try out different scenarios with your roadmap and resources to help guide your decision making. Once you have a solid plan, you can easily integrate with Jira Software and commit your changes.

Jira Portfolio allows managers to easily add team members. The tool’s powerful scheduling algorithm assigns tasks to teams while taking priorities and dependencies into account so it can create a realistic forecast for project completion.

Jira Portfolio Benefits

Some of the top benefits of using Jira Portfolio include:

Roadmaps and roadmaps dependencies: Roadmaps list details about the tasks that need to be executed in order to complete a project, as well as predictions for when they will be completed, which teams are in charge of the task, and a list of resources they require. By setting dependencies on your team’s roadmaps, unnecessary bottlenecks are avoided.

Integration with Jira: Jira Portfolio is dynamically integrated with your Jira Software project data and constantly pulls your latest data from Jira Software, allowing you to plan your projects with updated information.

Envision scenarios: Create what-if scenarios and save them to Jira if you decide to adopt them.

Reporting: Share capacity reports and more to allow team members and stakeholders to gain visibility and insights into the process.

Task completion estimation methods: Estimate how long a specific task will take and compare these estimations with the actual time to completion to help assess team performance and efficiency and improve the accuracy of estimation calculations over time.

Reviews from Real Users

Jira Portfolio stands out among its competitors for a number of reasons. Two major ones are its roadmap creation tools and its flexibility.

Meeta L., a lead product manager at a tech vendor, says, “The valuable features of the JIRA Portfolio are the customization it provides which is very useful and the Agile project management capability.”

Juan P., a senior IT project manager at Avantica, writes, “Portfolio helps us increase the visibility of projects' status and management with remote workers who make up most of the company.”

Atlassian

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?

Real-Time Visibility: Offers trusted data for immediate insights.
Resource Planning: Assists in managing team allocation effectively.
Demand Management: Supports balanced project prioritization.
Workflow Automation: Streamlines processes to improve efficiency.
Scenario Comparison: Evaluates different project plans for best outcomes.
Financial Oversight: Monitors budgets and financial predictions.

What benefits can organizations expect from OpenText Project and Portfolio Management?

Enhanced Decision-Making: Utilizes real-time data for better choices.
Improved Integration: Seamless sync with common project tools.
Increased Transparency: Comprehensive reporting capabilities.
Efficient Resource Management: Optimizes resource allocation and utilization.

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.

OpenText

Planview Portfolios offers a comprehensive platform for managing IT, project and resource management, along with strategic planning. The tool focuses on optimizing resource allocation and financial analysis, supporting global operations.

Organizations use Planview Portfolios to streamline project tracking from inception to completion, enhancing strategic alignment with corporate objectives. The tool integrates with platforms like JIRA to provide seamless workflows and supports critical business processes, including budgeting and capacity planning. Teams benefit from customized configurations and robust reporting, further supporting effective decision-making. Despite its strengths, improvements are sought in navigation, documentation, and integration capabilities.

What are the key features?

Customizable interface: Allows personalization to meet specific needs.
Comprehensive resource and financial management: Enables detailed tracking and analysis.
Robust reporting: Provides extensive data insights.
Integration with Power BI: Enhances data access for stakeholders.
Resource and capacity planning: Optimizes workforce allocation.

What benefits should users expect?

Improved strategic alignment: Supports better decision-making.
Increased operational efficiency: Streamlines project management.
Enhanced resource optimization: Ensures optimal use of workforce.
Better financial insights: Allows precise budget tracking.

In industries like IT and project management, Planview Portfolios supports complex portfolio handling, ensuring visibility across global operations. Companies in these sectors leverage its strategic planning tools for strategic alignment and resource management, integrating with existing systems for improved process efficiency.

Planview

Sample Customers

Rosetta Stone, Sprint, UBS, Workday, Expedia, J.P. Morgan

Bank Simpanan Nasional, Smart Communications, Aareon AG

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

Buyer's Guide

Enterprise Agile Planning Tools

March 2025

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