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 5.9% mindshare in PPM, compared to Planview PPM Pro’s 5.2% 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

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1,080 Comparison Views

90% willing to recommend

Planview PPM Pro

Read 32 Planview PPM Pro reviews

2,002 Views
1,181 Comparison Views

88% willing to recommend

Planview Portfolios

Planview PPM Pro

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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: December 2025).

Buyer's Guide

Planview PPM Pro vs. Planview Portfolios

December 2025

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Helped 881,176 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 (11th)

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 (16th)

Mindshare comparison

As of January 2026, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 5.9%, down from 6.2% compared to the previous year. The mindshare of Planview PPM Pro is 5.2%, down from 7.0% 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	5.9%
Planview PPM Pro	5.2%
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.

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

"When it comes to managing project plans, Enterprise One is awesome at enabling us to see what stage work is at. I've always thought it was awesome because it's good whether we're doing a traditional WBS or we're linking in epics into projects that are supporting the programs and the strategies, I've always thought it was an excellent tool."

"I like that it's an enterprise environment. I can look across everything that's going on and have a sense of what is going on within the organization."

"I like that the data that we store is available for everybody. We're not trying to hide anything. Being an administrator, I know a lot about the tool. It is very easy to show somebody how to use the tool and get used to it. Hopefully that user doesn't come back and ask the same question twice is really what it is about. It's a very intuitive product as well. For what we use the tool for today, it's easy to learn and pick up."

"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."

"Another good thing is that we can create custom reports, which is great. If I created a custom report, a tile that tells me how many people have logged in today. We currently have a little under 2000 users, and that's only users, we actually have integrations, that we created a custom form that sends hours directly to Planview. They're not using Planview directly, but they're sending their hours to Planview through an API."

"We provided whatever feedback we had to the Planview team, and they went in and built those additional features that we requested. For example, they created a great way for our users to search for a specific resource, project, program, or role. We were not using some of the features, and we wanted them to not be visible, and they helped us with that. They also brought a feature to provide visibility into when a resource was never assigned to any task. There was no visibility to this before. This feature was really very good for visibility into the resource portfolio."

"We're still in an early stage. Things will change as we use it more. I did program reports that are important and that will provide us with value."

"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."

More Planview Portfolios pros

"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."

"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."

"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."

"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."

"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."

"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."

"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."

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

More Planview PPM Pro pros

Cons

"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."

"While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data visualization options, predictive analytics features, and customizable dashboards to provide deeper insights into project performance and trends."

"The administrative tabs are very confusing, especially in terms of configuring screens and users. It's not very intuitive versus many other applications that I have worked in the past. I have to go to separate sections than I think I have to in order to get to the place that I need to adjust something."

"Configuring the UI in the content management system is too elaborate and too time-consuming."

"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."

"When you think of planning at a PI level, roadmap planning, or release planning, I think they should make a little more headway into how agile delivery works, tying it back into the financials and the planning to Planview. I think it would be good."

"The resource area needs improvement. The improvements that have been made recently in the later versions have been good improvements, but I think there are some more improvements needed there."

"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

"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."

"The integration with some of these other tools that we use, like the Azure DevOps needs improvement. I heard there are few things coming within Planview or PPM Pro itself, but I think it's still future dated. These integrations are key for us from an organizational perspective."

"There should be the ability to store historical functions, but this is not just for this tool. It is applicable to many tools. It would be great if we were able to store specific historical data, such as risk management."

"I think PPM Pro is going to release a resource self-service admin which is going to duplicate the standard groups. I think that will help us a lot because right now a standard group has their own permission and we don't know what permission is getting out to the users. After the resource self-service admin will be in place, I think we will be in a much better position in terms of the formation profile."

"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."

"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."

"I would like to see integration with third-party applications, like the JIRA, Microsoft Project, and financial applications."

More Planview PPM Pro cons

Pricing and Cost Advice

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

"I don't think we have necessarily purchased everything that I would have liked to have seen."

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

"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."

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

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

"Planview is a little pricey. From a licensing perspective, for just a simple timesheet user who does nothing in the system but reports time, the licensing is a little pricey, but you have to look at it from what it is that you get. We have 6,000 users, and I don't manage the system at all. I just have to do add them to the system. The servers, maintenance, OS levels, security patching for the OS, and all other things are not something that we maintain. So, you have to look at it from an operational perspective. It is not just the product itself. A holistic view has to be taken when you look at the product and how you're going to support it. I would have to hire an entire operation staff to bring it in-house, and at the end of the day, that might cost me more."

More Planview Portfolios pricing and cost advice

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

"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."

"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."

"The cost was in line."

"$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."

"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."

"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 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."

More Planview PPM Pro pricing and cost advice

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Top Industries

By visitors reading reviews

Manufacturing Company

15%

Financial Services Firm

Healthcare Company

Insurance Company

Financial Services Firm

11%

Manufacturing Company

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

Download Planview Portfolios product report

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

December 2025

Free Report: Planview PPM Pro vs. Planview Portfolios

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