

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.
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.
Reports and real-time analytics enhance real-time data-driven decision making.
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.
The customer support for Planview Portfolios is very proactive and responsive.
The customer support for Planview Portfolios is very proactive and responsive.
The customer support for Planview Portfolios has been quick to respond and very proactive since I have reached out to them several times.
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 scalable because it grows with the organization.
The scalability of Planview Portfolios is very effective, and it handles all of my organization's projects and tasks.
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.
Automated notifications for new work and approvals should be enhanced.
Another improvement needed for Planview Portfolios is the option to configure the return on investment metrics calculations, especially with IRR calculations.
My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost effective and affordable.
However, for smaller organizations working on a tight budget, it might be out of their budget.
My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost-effective and fairly pocket-friendly.
This enhanced visibility in Planview Portfolios ensures that all users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency.
The integration of financial and project data in a single solution helps us to deliver projects on time within the agreed budget and with healthy margins.
The reporting frequency available via OData Power BI has been excellent, allowing us to identify bottlenecks promptly.
| Product | Market Share (%) |
|---|---|
| Planview Portfolios | 6.2% |
| Planview PPM Pro | 4.9% |
| Other | 88.9% |

| Company Size | Count |
|---|---|
| Small Business | 2 |
| Midsize Enterprise | 3 |
| Large Enterprise | 66 |
| Company Size | Count |
|---|---|
| Small Business | 4 |
| Midsize Enterprise | 6 |
| Large Enterprise | 24 |
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?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 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:
Planview PPM Pro Benefits
There are many benefits to implementing Planview PPM Pro. Some of the biggest advantages the solution offers include:
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."
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