Planview PPM Pro vs Planview Portfolios comparison

Planview Portfolios and Planview PPM Pro are both solutions in the Project Portfolio Management category. Planview Portfolios is ranked #7 with an average rating of 9.0, while Planview PPM Pro is ranked #8. Planview Portfolios holds a 7.1% mindshare in PPM, compared to Planview PPM Pro’s 6.5% mindshare. Additionally, 90% of Planview Portfolios users are willing to recommend the solution, compared to 88% of Planview PPM Pro users who would recommend it.

Planview Portfolios

Read 63 Planview Portfolios reviews

2,057 Views
864 Comparison Views

90% willing to recommend

Planview PPM Pro

Read 32 Planview PPM Pro reviews

2,036 Views
1,181 Comparison Views

88% willing to recommend

Planview Portfolios

Planview PPM Pro

Comparison Buyer's Guide

Download the report

Executive SummaryUpdated on Nov 4, 2024

Planview Portfolios and PPM Pro both compete in the project management domain. While Portfolios are strong in strategic integration and resource management, PPM Pro stands out with its flexibility and customizable reporting capabilities.

Features: Planview Portfolios focus on integrating strategy with execution, managing organizational resources, financials, and project execution elements comprehensively. It offers robust portfolio and technology management features, though customization options are somewhat limited. PPM Pro is known for its flexibility, ease of customization, and enhanced ad hoc reporting capabilities, especially with tools like Power BI, allowing businesses to tailor solutions to their specific needs.

Room for Improvement: Planview Portfolios could enhance user interface modernization, reporting capabilities, and integration with more Agile tools. Users seek better support and open access to documentation, alongside more customization options and improved financial components. Planview PPM Pro could improve integration with other tools, enhance task management, and update its interface for a more modern look.

Ease of Deployment and Customer Service: Both Planview Portfolios and PPM Pro offer flexible deployment across various environments, though customer service reviews are mixed. Some users highlight the depth of technical support and community resources, while others point out delays in response and post-deployment support challenges. High support turnover and service quality consistency are concerns.

Pricing and ROI: Planview Portfolios are priced higher than some competitors, suitable for organizations with strategic needs, but costly if license usage isn't fully leveraged. ROI is seen through strategic management and alignment but is not easily quantified financially. PPM Pro, while expensive, offers value through adaptability and effective project portfolio management, showing ROI in resource allocation and strategic execution.

To learn more, read our detailed Planview PPM Pro vs. Planview Portfolios Report (Updated: September 2025).

Buyer's Guide

Planview PPM Pro vs. Planview Portfolios

September 2025

Download the complete report

Helped 868,787 peers since 2012

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

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)

Planview PPM Pro

Ranking in Project Portfolio Management

8th

Average Rating

7.8

Reviews Sentiment

7.0

Number of Reviews

Ranking in other categories

Project Management Software (15th)

Mindshare comparison

As of October 2025, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 7.1%, up from 5.9% compared to the previous year. The mindshare of Planview PPM Pro is 6.5%, down from 7.2% 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%
Planview PPM Pro	6.5%
Other	86.4%

Project Portfolio Management

Featured Reviews

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

MartinQuiroga

Value Stream Management specialist & Solution Leader at Tricise at OdPe Business Solutions

Needs to improve roadmap, scalability and communication

The product feels like a toy. The tool needs to improve its roadmap. It needs to improve things on a project management level which includes communication as well. I am working with the product for two to three years. The product is not scalable. We have around 15-20 users for the product. My…

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

"The solution is flexible. Planview is always introducing new releases and functionality, which ends up being beneficial to the company. We are able to do some customizations on our own along with our IT department, and that's very helpful."

"Enterprise One provides end-to-end work management for the full spectrum of types of work in 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."

"Our transparency is increasing a lot. It is helping us to get people together. There are no dark rooms anymore. In some areas or concepts, we want to add more light to every single concept. That's the big impact that the tool is having. It allows conversations between people."

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

"Its view into resource capacity and availability absolutely help us manage work. We can't plan out projects for delivery until we know if we have resources available to deliver them. That's been really critical. We look at our projects and see what availability of resources we have. That helps us to determine when we can start new work."

"A lot of of the value is around the project metrics so far but as I get more plugged into the strategic management, it's strategic planning and programs and then tying that into outcomes. I work with executive leadership and that's really what they're looking for, to say, "Okay, what outcomes do we want to achieve and how are we going to get there, plan that out, sequence that out, and then get the work to do that? And then track the work back to where we're headed with our outcomes.""

More Planview Portfolios pros

"PPM Pro is really great at the portfolio level like seeing what projects are in flight versus complete, or maybe not started. The portfolio level view is good for stage-gate management specifically."

"PPM Pro absolutely enables us to create reusable project templates that reflect our project management lifecycle. We had a good customer session on this, where a team utilizes portfolio management and project management of the tool very intensively. We follow all of the templates but having said that, we have so many divisions and we have so many users and project managers utilizing the tools. They have a different bunch of templates. We're not just following one or two templates. We have a number of templates that the teams are using."

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

"Flexibility is the most valuable feature of the solution. We're able to do a lot of integrations with ConnectWise, which is another IT services tool that we use. So, we can integrate with that, and it's pretty flexible. We just went live a couple of weeks ago, but already we're able to bring visibility into our resource utilization and project status with clients."

"The Warm screen, even though we're not going to the deep levels and deep details of all the projects and trying to assign resources at the lowest level, it gives us a quick visual of what resources are being worked on, what projects, and on what activities they're working on. At least at a very high level, because we're not using all the assignment components to the fullest detail, but at least with what Planview gives us as a tool and how we're leveraging it, it gives us that quick view of who's working on what project and who's booking time to what project at any given time or any given a week."

"The solution's time-tracking abilities are one of the strong points. The only challenge is enabling it to the minute-level task. It's not at a project level but it's at an organization level. If I want it to be at a higher level as compared to some of the other projects where I want it to go to the nth level of a task for the time reporting, I cannot control it at a project level but it's controllable at an organization level. That's the only big challenge that I have."

"It is flexible, because so far we haven't been able to figure out anything that it cannot do. It's highly configurable. We've added custom field design screens to fit our needs, develop reports, and dashboards that give us the ability to deliver much better information, especially to senior IT management."

"We use PPM Pro with Projectplace. It is absolutely 100 percent fantastic. Now, we can give people that more collaborative, comfortable look and feel with a Kanban board view. We give them a smart app that goes along with it, essentially not having to worry about using rigid project management. They are very complementary towards each other: PPM Pro and Projectplace. What one is not so strong in, the other one has strengths in it. It is fantastic."

More Planview PPM Pro pros

Cons

"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."

"We've been using it for a while, so it's about maturity. It's about being able to build out things in Agile groups and teams and some of that. Then really trying to drive into the direction of Lean Portfolio Management and more Agile program management, I think is where we're heading."

"One big issue we have been having during our annual planning is that only the creator of a portfolio can edit it. This means that only the creator of a portfolio can edit which projects are included or excluded in it."

"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."

"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."

"We have required more time from our resource managers to spend time in the tool. The adoption has been slower than we would have hoped. So, I would think from a rollout perspective, if Planview could help us with material which gets non-Planview users or previously light Planview users to become more heavy users of the system, then this would help us with the rollout."

"Support is still a challenge. We find it challenging more due to the responsiveness and getting a case or ticket assigned to an analyst. That's what I was just doing. I was following up on an email that we opened last week. We haven't heard anything, so following up on that."

"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."

More Planview Portfolios cons

"The downside to the way the solution tracks time is if your project manager doesn't add you to the project, you won't see it on your timesheet, even if you did do work."

"From a usability standpoint, the part where there are people on the tasks section on a team is a little challenging. Then for some reason, the in-demand reports are embedded in the resource section and to run them is just completely different and separate from the reports entity which is a lot."

"Additional Agile capabilities, including integration with the Agile development app, would be welcome features."

"The reporting has some areas for improvement. It is not always as simple as we would like to get the reports we want or the information that we want."

"One thing in particular I'd suggest is that we used the fast track service to implement PPM Pro. While it had a lot of value to it, people may be expecting a different experience. An experience where maybe an entourage of consultants come onsite to help you do the implementation, as opposed to working over the phone with just one resource. This might be an option to offer later down the road where there are complex implementations."

"We found that sometimes when they have monthly rollouts that there might be some unintended consequences."

"Connecting funding and strategic outcomes with work execution is a challenge right now for us. Part of what we are facing is we have a couple of drivers of where projects are coming from. One of them is our innovation group. They are just sort of tangentially using PPM Pro for recording the status of projects and not really planning them within there. We need a stronger link between our current financial reporting system and Planview PPM Pro, so we can start to more easily record our external costs in the tool."

"We don't use their existing dashboard functionality. Hopefully, with the new reporting release that is coming out in November, we will be able to evaluate as to how we can leverage that. What I hear, "Everyone has either a Tableau or something else because Planview doesn't provide a dashboard." We should not need to use another tool. Planview has the data, so it should be able to give us what we want. This would also reduce costs since we are paying licenses for those tools too."

More Planview PPM Pro cons

Pricing and Cost Advice

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

"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."

"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."

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

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

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

"We recently did a new bundle for all of Enterprise One. It includes some of the newer pieces, like Projectplace and LeanKit. It bundled our CTM in with it as well. I think the total came out to be about $900,000 a year. This is for unlimited licenses."

More Planview Portfolios pricing and cost advice

"$6 million has been the return on investment so far, and that was because of work intake. Now that we are scrutinizing the work intake and asking questions like, "Is there an alternative to your $10 million project?" We had one project come in for $10 million, scrutinize it through our gate review process, and wound up with the alternative, which was $3.8 million. So, a $6 million savings."

"Because we have PPM Pro with Project place, we transitioned to the Flex model."

"The pricing for me is more about understanding your own needs in the company because it is one license for one person model. So, you have to really understand how many licenses you need and what may be the influx of your staff. The good thing about Daptiv is that we just need a quick telephone call to our customer success manager if we want to increase our licensing. It takes a day or two to do. So, we can upscale very quickly. We've never downscaled, but I'm guessing if we had to, we'd have to wait till the contract completes or renegotiate a different licensing cost. So, you definitely need to understand what different types of licenses provide from a functionality point of view, and then order 10% more than you need based on the influx of staff in the company. There are costs in addition to the standard licensing fees. We have the report functionality for which we pay separately for 10 hours per month."

"My advice is to pay attention to integration opportunities to reduce your licensing cost with Planview. There are additional costs for consulting services and advanced customer support."

"The cost was in line."

"Bulk volume discounts are a little better. Right now we have to buy in lots of 20 at $200 a license. That's a little steep. For example, with Service Now, I pay $48 a seat for a license."

"We have their Flex plan."

"Pricing was fair and I thought it was comparable to the other ones that we looked at. Other than ServiceNow, it was the most expensive, but we knew we were going to get a lot of value for that, so we went with it. We paid $40,000 for the implementation and for the workshops."

More Planview PPM Pro pricing and cost advice

See which vendors are best for you

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

See recommendations

868,787 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Computer Software Company

13%

Manufacturing Company

12%

Financial Services Firm

Healthcare Company

Financial Services Firm

11%

Computer Software Company

10%

Manufacturing Company

10%

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

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

By reviewers
Company Size	Count
Small Business	4
Midsize Enterprise	6
Large Enterprise	24

Questions from the Community

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...

See all answers

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...

See all answers

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...

See all answers

Ask a question

Earn 20 points

Comparisons

Broadcom Clarity vs Planview Portfolios

Compared 11% of the time

Planisware vs Planview Portfolios

Compared 8% of the time

LeanIX vs Planview Portfolios

Compared 7% of the time

SAP Portfolio and Project Management vs Planview Portfolios

Compared 6% of the time

Jira vs Planview Portfolios

Compared 5% of the time

More Planview Portfolios Competitors

ServiceNow Strategic Portfolio Management vs Planview PPM Pro

Compared 16% of the time

monday.com for Enterprise vs Planview PPM Pro

Compared 15% of the time

Planisware vs Planview PPM Pro

Compared 12% of the time

Smartsheet vs Planview PPM Pro

Compared 12% of the time

JIRA Portfolio vs Planview PPM Pro

Compared 6% of the time

More Planview PPM Pro Competitors

Product Reports

Buyer's Guide

Planview Portfolios

September 2025

Download Planview Portfolios product report

Buyer's Guide

Planview PPM Pro

September 2025

Download Planview PPM Pro product report

Also Known As

Planview Enterprise One, Troux

Innotas

Overview

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

Planview PPM Pro centralizes the management of resources and projects while facilitating governance and providing visibility for improved decision making. Planview PPM Pro provides the ability to collect, prioritize, and execute projects so that PMOs can focus their resources on the work that delivers the most value.

Planview PPM Pro helps businesses get out of managing projects in complex spreadsheets or tools so they can gain visibility into all work and resources. For informed decision making, use Planview PPM pro to streamline project efforts into a single source of truth. The solution gives businesses the ability to align their centralized project portfolio to achieve business outcomes through financials, projects, and resources.

Planview PPM Pro Features

Planview PPM Pro has many valuable key features. Some of the most useful ones include:

Portfolio planning: Select the right projects that bring the most value to the business.
Reporting and dashboards: For better decisions, measure, manage, track, and report on all work.
Manage demands and plan resource capacity: Evaluate and make trade-off decisions based on available resources. Manage work requests in one place.
Manage resources: Ensure resources are working on the most important projects and understand resource capacity to appropriately staff those projects.
Manage portfolios and financial planning: Manage tasks and resources, project schedules, and the financials to deliver on time and on budget.
Scoring: Gather scores from across the organization throughout the project lifecycle to prioritize the highest value work and requests.
Planview FLEX: Use Lean-Agile and collaborative tools to help teams deliver their best work.
Centralized portfolio: Get visibility into all work, streamlining projects into a single source of truth. This establishes governance and improves overall delivery.
Predictive portfolio analysis: Identify the optimal mix of projects to predict, plan, and re-plan a balanced portfolio of resources and projects. Optimize delivery, increase agility, and save time and money.
Top-down portfolio planning: Create as many portfolios as needed to drive business alignment. Organize projects in portfolios, or contribute varying amounts across multiple portfolios.

Planview PPM Pro Benefits

There are many benefits to implementing Planview PPM Pro. Some of the biggest advantages the solution offers include:

Ability to prioritize project portfolios with top-down planning.

Increased confidence in knowing what resources are working on what projects. You can proactively allocate resources and improve delivery across your entire project portfolio.

Deliver on time and on budget to focus on your highest impact work. Align your projects with your goals.

Dashboards and reporting visibility give you power to accelerate PPM time-to-value for the business.

Ability to empower teams with FLEX because today’s enterprise is embracing a combination of work approaches to increase the success rate of strategic delivery.

Integrate your core applications seamlessly.

Reviews from Real Users

Planview PPM Pro stands out among its competitors for a number of reasons. Some of these include its exceptional customer service, its easy customization, and its real-time dashboards. PeerSpot users take note of the advantages of these features in their reviews:

Jai A., IT Project Manager at Orange Business Services, notes, “For every project, we have to establish timelines, set deadlines, and estimate the completion date of a particular task. PPM Pro notifies us if we are approaching the deadlines, and we can customize this to give notice two or three days in advance.”

Prateek A., a Manager at NISG, writes, “It helps you visualize all your strategic plans and the KPIs. It provides that information on a unified dashboard, in which you can track all your resources and the portfolios. It helps senior stakeholders and executives with clear reporting about project intake and demands, in real time."

Planview

Sample Customers

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

The Weather Channel, corcs, Crayola, Scan Health Plan, Vermont, Bank of the West, North West Company, University of Southern Mississippi, Jeffries, Purdue University, Chesterfield County Virginia, City of Memphis

Buyer's Guide

Planview PPM Pro vs. Planview Portfolios

September 2025

Free Report: Planview PPM Pro vs. Planview Portfolios

Find out what your peers are saying about Planview PPM Pro vs. Planview Portfolios and other solutions. Updated: September 2025.

DOWNLOAD NOW

868,787 professionals have used our research since 2012.

See our Planview PPM Pro vs. Planview Portfolios report.

See our list of best Project Portfolio Management vendors and best Project Management Software vendors.

We monitor all Project Portfolio Management reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.