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

12th

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

8th

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (14th)

Mindshare comparison

As of May 2025, in the Project Portfolio Management category, the mindshare of OpenText Project and Portfolio Management is 1.8%, down from 2.5% compared to the previous year. The mindshare of Planview Portfolios is 7.5%, up from 6.7% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management

Featured Reviews

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.

Read full review

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 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."

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

"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."

"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."

"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."

"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."

"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."

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

More OpenText Project and Portfolio Management pros

"The solution’s integrated product portfolio has transformed our organization’s delivery because people are a lot more accountable. When you have no accountability, then people don't always deliver the way that you want them to. Once you get accountability, they know that somebody is watching and the way that they manage their work changes quite a bit."

"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."

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

"We use time reporting. We convert time reporting into financial costs and do contractor and capacity planning for our resources. We track our work. So, that's the module we use extensively. As a matter of fact, we have upwards of 300 open projects at this given moment. It is pretty close to 300 open activities that are working."

"The overall interface is very easy to use. It puts together strategy and execution across all your investments."

"Enterprise One has enabled us to eliminate Excel. We don't track financials anymore in an Excel format, which the company was doing before. Even now, being a new portfolio manager four months in, I'm able to just pick up my project. I'm able to see where I am right now. That improvised it to be more automated. The only missing part is the integration between tools. I'm not able to see my full schedule, but I know what are my important milestones are like watching the financials and all that stuff."

"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 has been effective for our delivery. It's given us much better visibility into what is being delivered and when."

More Planview Portfolios pros

Cons

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

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

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

"The user experience of the product needs to be improved"

"OpenText Project and Portfolio Management could improve in several areas such as portfolio planning and resource allocation."

"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."

"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."

More OpenText Project and Portfolio Management cons

"The biggest room for improvement are the scripted dialogues. The scripted dialogues are a logic that you set up to force a certain workflow or process to happen. It's very old in respect that there are no clauses that you can apply to that logic. That definitely can use a lot of room for improvement."

"I think that the user interface needs some getting used to. It's not immediately intuitive. That's potentially room for improvement. I think also that an organization needs to have good support from some senior management to get something like Planview established."

"I would like a bit more flexibility, as far as the configuration, and have additional capabilities to configure, making it more flexible for our use."

"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."

"Recently, we have gotten on a newer version. We're currently on version 15. Some of the things that we've been running into roadblocks on, it looks like the solutions will be coming out in versions 17 or 18. So, we have to upgrade before somethings can get completed."

"Our challenge will be this tool is complex. It is not necessarily easy to start and learn from the beginning. How do you get people who are not professionals to adopt it, use it, and not be mean about it?"

"There's still a lot of reluctance within the organization. We're not using all of the capabilities that we have today. We're still doing our strategic and capital investment planning on spreadsheets rather than using the capabilities that exist within Enterprise One. I definitely need to leverage the experts here at Planview to help drive a culture change. There's just a lot of reluctance on behalf of people within the company to put data into the tool."

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

More Planview Portfolios cons

Pricing and Cost Advice

"It is SaaS without a base fee."

"There is an additional cost for product support"

"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."

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

"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."

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

"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."

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

"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."

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

"I think all in we are at $33,000 a year and that includes Projectplace and Planview. We used to have the integration to JIRA, but we don't pay for that anymore."

"We have several hundred licenses. It costs us several hundred thousand dollars a year."

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

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

"We are on the Flex licenses."

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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Top Industries

By visitors reading reviews

Computer Software Company

24%

Financial Services Firm

15%

Government

12%

Energy/Utilities Company

Financial Services Firm

16%

Manufacturing Company

15%

Computer Software Company

14%

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

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 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.

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 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 is your experience regarding pricing and costs for Planview Portfolios?

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

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...

Smartsheet vs OpenText Project and Portfolio Management

Comparisons

Compared 54% of the time

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Compared 46% of the time

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SAP Portfolio and Project Management vs Planview Portfolios

Compared 8% of the time

Planview PPM Pro vs Planview Portfolios

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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