

Planview Portfolios and OpenText Project and Portfolio Management are both competitive solutions in the project and portfolio management software category. While Planview Portfolios is favored for its strategic objectives alignment and integration capabilities, OpenText stands out for its customization and financial management strengths.
Features: Planview Portfolios excels in resource management, financial planning, and its ability to integrate with tools like Power BI. It offers comprehensive functionality for resource allocation and project delivery efficiency. OpenText Project and Portfolio Management is noted for its strong workflow engine, ease of integration with third-party applications, and key focus on demand and time management features.
Room for Improvement: Planview Portfolios could benefit from a more intuitive user interface and improved integration with Agile tools. More flexibility in reporting and configurations is also desired. OpenText Project and Portfolio Management requires enhancements in user experience, improved resource management, and better integration support for Agile methodologies.
Ease of Deployment and Customer Service: Planview Portfolios offers deployment across public, private, and hybrid cloud environments, providing great flexibility. Its customer support is highly proactive and responsive. OpenText Project and Portfolio Management is primarily deployed on-premises with public cloud options. Their technical support is valued for providing quick resolutions.
Pricing and ROI: Planview Portfolios may have higher licensing costs but is deemed cost-effective for large enterprises due to its robust feature set and integration capabilities, often achieving ROI through improved resource allocation. OpenText Project and Portfolio Management offers competitive pricing, potentially costly for smaller organizations, but provides significant ROI through enhanced financial oversight and strategic alignment.
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 | 6.3% |
| OpenText Project and Portfolio Management | 5.7% |
| Other | 88.0% |

| 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 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.
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