OpenText Project and Portfolio Management vs Planview Portfolios comparison

OpenText Project and Portfolio Management vs. Planview Portfolios

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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:

Categories and Ranking

OpenText Project and Portfo...

Ranking in Project Portfolio Management

11th

Average Rating

7.8

Reviews Sentiment

7.0

Number of Reviews

Ranking in other categories

No ranking in other categories

Planview Portfolios

Ranking in Project Portfolio Management

7th

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (12th)

Mindshare comparison

As of October 2025, in the Project Portfolio Management category, the mindshare of OpenText Project and Portfolio Management is 2.3%, up from 2.2% compared to the previous year. The mindshare of Planview Portfolios is 7.1%, up from 5.9% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management Market Share Distribution
Product	Market Share (%)
Planview Portfolios	7.1%
OpenText Project and Portfolio Management	2.3%
Other	90.6%

Project Portfolio Management

Featured Reviews

Aphiwat Leetavorn.

CTO at Marco Technology

Useful for resource and financial management but needs to change Oracle database

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. It includes a Project dashboard for managing multiple projects simultaneously and program management for overseeing groups of projects. It offers various data metrics. It has project entities for controlling risks, issues, and protections. It can calculate costs based on resource tasks and compare actual and planned costs. The tool has features for scenario comparison, allowing us to optimize scenarios based on various factors. Additionally, we can manually optimize by managing resource availability, creating staffing profiles, and making payments to optimize in any situation.

Read full review

EduardoMaya

Project Office Manager at Hoteles City Express

A solution that gives you all the information you need to plan detailed projects

The initial setup was just a little complex. I rate the initial setup a seven out of ten. Deploying the solution took two weeks. While deploying the solution, we had two instances, one for the IT team and one for the business team. And we had to connect the two and explain things to the team. Only two people were needed to deploy the solution, me and another person.

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

"There are so many different pieces of functionality, and we use almost every single piece from deployment to demand, project, resource, and time management."

"Resource management: The resource management module is very complete and covers most of the time all needs of customers."

"The most valuable feature of OpenText Project and Portfolio Management is its workflow."

"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."

"It's a very detailed tool. As far as an enterprise is concerned, it gives you the flexibility to manage everything: portfolios, projects, finances, proposals, resources, and time... It takes care of even the minor details that need to be captured. The project management functionality is configured really well within the tool. That stands out."

"The data provided by PPM is trusted and is available almost immediately; without trusted data there is very less scope of any tool to be successful."

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

"The availability of multiple integrated modules is a vital aspect"

More OpenText Project and Portfolio Management pros

"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."

"The Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."

"It gives us the vast ability to churn out-of-the-box reports and have an overview about approach rates and resource utilization."

"The sheer amount of information available in one single interface is valuable. Everything is there. It is also a lot of work to maintain all the information, but generally, you can find everything you need within this one tool."

"The most valuable features are the control and visibility that you have for portfolio management in terms of projects and capacity planning for resources along with strategies and outcomes, etc. It's so easy to access information for sharing analytics and reporting."

"Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) systems, and collaboration platforms."

"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 biggest impact has been the visibility into our IT assets."

More Planview Portfolios pros

Cons

"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."

"OpenText Project and Portfolio Management should move their database from Oracle."

"Sometimes features in PPM don't work as expected, or our users request a new feature. Typically, our partner vendor can deploy those changes. But there have been a few instances when we had to raise it with Micro Focus because it's beyond the ability of our partner vendor. When we raise the issue with Micro Focus, it sometimes takes time because it needs support from other customers using PPM, not just our bank. It goes through a voting system. Other customers need to vote for the feature. The features that get the most votes will possibly be added."

"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."

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

"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."

"User interface continues to be poor. The product does not have a similar view in the different modules, e.g., staffing vs financial management, it looks like you are working with a different product and it is not easy to use or intuitive."

More OpenText Project and Portfolio Management cons

"The solution is stable. However, it's so robust, there's so much data, that it has the tendency to lag."

"Their off-shore support is something new that they're laying out and the team just needed some development in terms of skill and experience."

"The UI needs improvement. The UI should have more possibilities for users who are not specialized in using Planview. At the moment, it is more of a technical UI. I would like it to be an open user UI."

"Even though Enterprise One is easy and user-friendly, it could provide better training like a demo. Providing more tutorials or sessions would really help."

"We have almost like a third-party group who has to do a lot of our configurations. It's a bit painful for us anytime we want to make a change. The other issue is that we have different groups all in the same instance. So, if one group wants to make a change, it impacts everyone. Then, we all have to come together, to say, "Yes, we approve this change, or no, we do not." Thus, it has not been as flexible for us."

"The number one thing that needs improvement is the UI. It should be easy for a casual project manager. It should provide customizable screens that can be a choice for project managers to choose as a professional level, medium level, and a very easy level."

"One of the reasons why we've upgraded so many times is because of performance standards. We've just run into issues where we've had performance problems. Maybe they are not upgrading, but they're adding more horsepower. Then, we do go upgrade and lose that horsepower, which is frustrating from my perspective as an admin to lose that horsepower. Hopefully, that'll change."

"I think the capabilities are there, but it seems difficult for me to even create a report as I am not a Planview technical expert. It is not particularly intuitive. It slows us down in reporting the big picture to management."

More Planview Portfolios cons

Pricing and Cost Advice

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

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

"It is SaaS without a base fee."

"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."

"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."

"There is an additional cost for product support"

"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."

"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."

"We are on the Flex licenses."

"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."

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

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

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

"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."

"The cost of other pieces and integrating them in needs improvement."

More Planview Portfolios pricing and cost advice

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Use our free recommendation engine to learn which Project Portfolio Management solutions are best for your needs.

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869,566 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Government

13%

Financial Services Firm

University

Manufacturing Company

Computer Software Company

13%

Manufacturing Company

12%

Financial Services Firm

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	8
Midsize Enterprise	2
Large Enterprise	15

By reviewers
Company Size	Count
Small Business	3
Midsize Enterprise	2
Large Enterprise	58

Questions from the Community

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 this product, or if you may need more information to drop me a message. You can...

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.

What needs improvement with Micro Focus Project and Portfolio Management (PPM)?

OpenText Project and Portfolio Management could improve in several areas such as portfolio planning and resource allocation. Additionally, strategic portfolio management and investment management s...

What do you like most about Planview Portfolios?

Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) syst...

What needs improvement with Planview Portfolios?

Enhancements are needed in: Advanced reporting and analytics: While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data v...

What is your primary use case for Planview Portfolios?

We use Planview Management to assess the current project portfolio, evaluate resource availability, and prioritize projects based on strategic objectives, ROI, and risk factors. Planview Management...

Broadcom Clarity vs OpenText Project and Portfolio Management

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Product Reports

OpenText Project and Portfolio Management

Download OpenText Project and Portfolio Management product report

OpenText Project and Portfolio Management report

Planview Portfolios

Download Planview Portfolios product report

Also Known As

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

Planview Enterprise One, Troux

Overview

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

Bank Simpanan Nasional, Smart Communications, Aareon AG

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

OpenText Project and Portfolio Management vs. Planview Portfolios