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 #10. Planview Portfolios holds a 6.2% mindshare in PPM, compared to Planview PPM Pro’s 4.9% 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

3,071 Views
1,290 Comparison Views

90% willing to recommend

Planview PPM Pro

Read 32 Planview PPM Pro reviews

2,142 Views
1,221 Comparison Views

88% willing to recommend

Planview Portfolios

Planview PPM Pro

Comparison Buyer's Guide

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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: February 2026).

Buyer's Guide

Planview PPM Pro vs. Planview Portfolios

February 2026

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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

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 (11th)

Planview PPM Pro

Ranking in Project Portfolio Management

10th

Average Rating

7.8

Reviews Sentiment

7.0

Number of Reviews

Ranking in other categories

Project Management Software (19th)

Mindshare comparison

As of February 2026, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 6.2%, down from 6.8% compared to the previous year. The mindshare of Planview PPM Pro is 4.9%, down from 7.1% 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	6.2%
Planview PPM Pro	4.9%
Other	88.9%

Project Portfolio Management

Featured Reviews

it_user1684173

PM Systems Analyst at a insurance company with 5,001-10,000 employees

Increases our on-time completion rate and helps in managing the demand and capacity, and we get excellent service in terms of feature requests and support

We've been encouraging our users to manage their schedules directly in the Work and Assignments module. So far, it has been good, but we've been in conversation with the vendor product team to improve the performance of the Work and Assignments module. Right now, it is a bit slower. We don't use the Progression feature. We will use it at some point in time. Until then, we want to have a way to set time to help decide what's in the past, present, and future. It is one of the things we've been discussing with Planview. It provides flexibility for configuring assignments, but one of the things about which we've been talking to Planview is related to certain resources that are associated with a project. When the project extends, their demand also equally goes up. There are also resources where if a particular task has to crash, it may need additional effort. So, it is between the fixed effort versus fixed duration. Planview is more duration-based. For example, if you crash a task, the system rightly thinks that you're crashing the task, and you need to finish the work by doing overtime or working additional hours. If you are taking 30 hours to finish a task in three weeks, and for whatever reason, you have to crash the task into two weeks, 30 hours need to be fulfilled within those two weeks. If the task moves to four weeks, instead of three weeks, you still have 30 hours that get distributed among four weeks, so you will be able to finish the task. That makes sense for those resources that are associated with the task, but there are certain resources, such as a project manager or project administrator, for whom when a project extends, the demand also equally goes up. So, if somebody is assigned 50% for a project, and assuming that the project is moving out by a month or two or three months, the effort shouldn't go down. Currently, the allocation goes down, and our resource managers have to go and update the effort back up to 50% or whatever the demand is. We are interacting with Planview to provide a solution. Right now, we have to go and update the additional demand because of the change in the project.

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Valentina Rada

Project Manager at Taco Cabana, Inc.

Provides good visibility and clearly shows priorities; entering tasks needs an upgrade

The solution is valuable because it gives our executives a high level of understanding of what's going on. I like the portfolio aspect that shows all the projects and the budget and you can see the priorities and whether the project is on track or not. It has good visibility.

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Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"We've brought our portfolio altogether. We have had multiple ways of reporting out what our portfolio is, whether it's in Excel, Word, or in different places. We brought all of our projects together in one place. That has worked out well for us. We've been able to manage the work on Gantt charts and our resources better. The big thing for us on research and development is around managing people's time, on which projects they are working on, and how much effort does it take to launch our projects."

"It has helped improve governance, mostly. People want to know where their money's going. Projects sponsors need to know what we're spending money on and what our burn rate is. Planview can give that to you straightaway."

"The most valuable feature for me is the ease and customizability of reporting."

"The portfolio management gives you a view of all the projects as well as all the information about the total amount of effort, time, and cost being spent on the projects. It gives the organization how much money and effort should be spent towards projects so they can budget and do better capacity planning in the next fiscal year. It gives them visibility into their resources and if they have capacity."

"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."

"Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool. It affects our project management because our project management uses Planview to monitor their daily work. Every night it loads our SAP system and then they monitor the daily work. They use Planview as a full planning and monitoring tool."

"The financial planning capabilities are very useful. We have integration for an SAP system, and so we load financial data from SAP into Planview for prior months. And then we use the forecasting capabilities to get a complete picture of the cost of a specific project. The financial management is very useful."

"The resource management and assignment features are valuable. The timesheet management is also valuable because that is a requirement for us. So, the ability to see timesheet forecasting and timesheet actual submission from resources has been very useful and valuable to us."

More Planview Portfolios pros

"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."

"Has good visibility."

"Daptiv is a project management tool, so it's pretty straightforward. The ability to manage projects and programs has been beneficial for us."

"PPM Pro has improved my organization through standardization. The big thing for us is that we came from a very immature state of play. Everyone had their own risk and issue management capabilities and their own different impacts for risks. We've been able to standardize that within the program delivery arena. That for us has been a major thing. We're all speaking the same language about the same things and using the same metrics in order to capture statuses."

"It is certainly the resource management feature that is most valuable for us. It is the supply and demand. Like most companies, one of the hardest nuts to crack is understanding where your people are and getting them to do the right thing at the right time. So, certainly, out of all the functionality, this has been the saving grace for us because it now provides us with the insight to do future planning and stop taking on more work than we are physically capable of doing as a company."

"I liked the dashboards because I need to report out on tasks completed in the last two weeks, tasks scheduled for the next two weeks, what the risks and health are. What I've been able to do is create reports based on that and then put those reports into a dashboard. The old reporting was clunky, but the beta reports got better. But then I couldn't add the beta reports to the dashboards so now they released the new beta dashboards and it works great. It does everything I need to do."

"The reporting and dashboards are the most valuable features. For most of what we're using it for almost all of it is pretty valuable to us."

"It has helped us make good decisions in terms of what projects to take or how to prioritize projects when we have multiple directors from the business or product. It has definitely helped us prioritize and work on our critical things."

More Planview PPM Pro pros

Cons

"The financial piece of the tool could be better. While it may have to do with the complexity of the work that we do, it seems that the tool should be able to drill down a bit deeper into the financial area."

"The only area that I can see currently needing improvement is just the modernization of the look and feel of it."

"It is a bit of a rigid system."

"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 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."

"Our version is definitely set up a bit more waterfall world. It would be better if some of the agile features were more in the standard product."

"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."

"The reporting capability and access to the fields for our system administrators to have access to the data without having to pay Enterprise One to get the data that's needed to create custom reports for management to create reports need improvement."

More Planview Portfolios cons

"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 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."

"The biggest things are the status notes and internal notes. They have made some great improvements these past couple of weeks, but they are still lacking a bit. There are still a little kludgy. It just needs to be a bit more straightforward with notes, copying and pasting. They've made huge improvements, but it still could do some work. E.g., for some reason, the formatting is still looking a little bit weird on selecting different fonts."

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

"The initial setup was a little complex. There is so much to customize. It'd be good to have some templates out-of-the-box."

"Based on my experience, the financial management screens have gone a long way, but I think there's still some room for improvement in terms of how you model them and the different version controls."

"It takes more time than it should to create a new project because we can't bulk edit things very easily. That is definitely an area that has room for improvement."

"This solution does not work well as a task management system because it is very difficult to expand beyond just the basic tasks, and this would be a worthwhile area for improvement."

More Planview PPM Pro cons

Pricing and Cost Advice

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

"We are on the Flex licenses."

"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."

"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."

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

"When we went through that process, I believe it is competitive with others on the market. However, there are less expensive options available. It's a more premium offering at a higher price."

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

More Planview Portfolios pricing and cost advice

"A collaboration of all their tools truly gets the biggest bang for the buck."

"The cost was in line."

"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."

"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."

"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."

"Our current license is from 2019 to 2022. So for that three-year subscription, it was $60,000 for the subscription, users, platform, and connections. Then there were some add-ons. Connecting to some of our other systems like HR for that period cost us around $12,000."

"$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."

"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."

More Planview PPM Pro pricing and cost advice

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Top Industries

By visitors reading reviews

Manufacturing Company

15%

Financial Services Firm

Marketing Services Firm

Healthcare Company

Manufacturing Company

11%

Financial Services Firm

11%

Computer Software Company

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	2
Midsize Enterprise	2
Large Enterprise	59

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...

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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...

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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...

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Product Reports

Buyer's Guide

Planview Portfolios

January 2026

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Buyer's Guide

Planview PPM Pro

January 2026

Download Planview PPM Pro product report

Also Known As

Planview Enterprise One, Troux

Innotas

Overview

Planview Portfolios equips leaders in strategic portfolio management to enhance investment confidence and market responsiveness through seamless strategy connection, planning, delivery, and outcomes, offering both cloud and on-premises options.

Planview Portfolios supports executives and portfolio managers by improving strategic execution with automated and adaptable processes. It integrates strategy and outcomes by aligning business and technology plans to optimize funding and resource capacity. Features include end-to-end visibility, which allows tracking of strategic initiatives and the ability to analyze performance data using key metrics. It also provides dynamic planning and funding via scenario modeling, allowing businesses to adapt funding based on outcomes while ensuring balanced investments against capacity.

What are the key features of Planview Portfolios?

Strategic Alignment: Connects OKRs with execution processes.
End-to-End Visibility: Assesses performance with KPIs for strategic decision-making.
Dynamic Planning and Funding: Scenario modeling for incremental funding.
Flexible Capacity Planning: Balances resources and dependencies.
Connected Technology Strategy: Aligns tech investments with priorities.
Adaptive Program Management: Integrates planning and cross-functional teams.

What benefits do users gain from using Planview Portfolios?

Customization and Interface: Offers tailored layouts and an intuitive interface.
Centralized Management: Manages projects and resources effectively.
Robust Reporting: Features Power BI integration for comprehensive reports.
Agile Integration: Supports agile practices alongside traditional methods.
Enhanced Collaboration: Facilitates team collaboration across departments.

Planview Portfolios sees extensive use across industries like IT, financial planning, and resource management. Global companies implement it for managing projects, resource allocation, and strategic planning. It's crucial for end-to-end project management, including investment planning, capacity management, and connecting agile with traditional resource planning, supporting departments worldwide in project execution.

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

February 2026

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