

Planview Portfolios and Planview PPM Pro are strong contenders in the project and portfolio management category. Planview Portfolios holds an advantage in managing complex workflows and resource allocations, while Planview PPM Pro is noted for its ease of integration and support for Agile methods.
Features: Planview Portfolios offers lifecycle management for approvals, flexible reporting, and resource management capabilities, making it ideal for organizations requiring comprehensive oversight of financial data. Planview PPM Pro is characterized by its adaptability, user-friendly interface, and capabilities to develop reusable project templates and detailed reports, enhancing project insights and management.
Room for Improvement: Planview Portfolios users suggest better integration, dynamic roadmaps, and a modernized UI. In contrast, users of Planview PPM Pro seek improvements in reporting, Agile functions, and task management features, indicating areas where each product needs development. Both products could enhance user-friendly configurations and adaptability to varying organizational needs.
Ease of Deployment and Customer Service: Deployment options for both products offer cloud flexibility. Planview Portfolios receives mixed feedback on customer service, praising responsiveness but noting variability in resolution timeliness. Planview PPM Pro is commended for technical support, especially in configuration and integration, though users sometimes critique the complexity of support processes.
Pricing and ROI: Planview Portfolios is seen as generally expensive but justifiable with its strategic project delivery, offering good ROI, especially for large enterprises. Planview PPM Pro's pricing requires understanding of licensing to manage costs, still providing substantial ROI through improved management and adaptable methodologies. Both tools showcase financial return through enhanced organizational alignment and visibility.
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.
Planview Portfolios is very stable; I have not experienced any downtime.
Planview Portfolios is very stable.
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.
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.
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 | 6.5% |
| Planview PPM Pro | 3.9% |
| Other | 89.6% |

| Company Size | Count |
|---|---|
| Small Business | 2 |
| Midsize Enterprise | 4 |
| Large Enterprise | 66 |
| Company Size | Count |
|---|---|
| Small Business | 4 |
| Midsize Enterprise | 6 |
| Large Enterprise | 24 |
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.
Planview PPM Pro offers a cloud-based platform focused on enhancing project management with high configurability and flexibility, supporting organizations in streamlining tasks and decisions.
Planview PPM Pro is recognized for its robust reporting capabilities, customizable project templates, and effective resource management. As a cloud-based solution, it enhances workflow efficiency and project visibility through integration with other tools. Features like timesheet tracking, dashboard capabilities, and Kanban views optimize resource and demand management. Although users value its functionality, there is room for improvement in areas such as capacity and financial management, intuitive reporting, and modern dashboards. Enhancements in integration with tools such as JIRA and Outlook, as well as improved task management and Agile functionality, are also desired.
What are the key features?Planview PPM Pro is primarily used in IT project management to centralize project practices and manage resources effectively. Organizations leverage it for strategic planning, time tracking, and portfolio analytics. It supports project management offices and cross-divisional collaboration, visualizing business demand and creating detailed reports. Integration with LeanKit empowers agile methodologies and project lifecycle transparency.
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