Best Strategic Portfolio Management Software

How Many Strategic Portfolio Management Software Products Does G2 Track?

Total Products under this Category: 75

Category Stats (Nov 2026)

  • Average Rating: 4.37/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SharpCloud (+2.7%) - Among all products in this category, SharpCloud recorded the largest rating increase compared to last month

Last updated: November 02, 2026

How Does G2 Rank Strategic Portfolio Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 4,200+ Authentic Reviews
  • 75+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Strategic Portfolio Management Software

G2 Grid® for Strategic Portfolio Management Software plotting products by satisfaction and market presence

Highlighted products: ServiceNow Strategic Portfolio Management, Cascade, OnePlan, ClearPoint Strategy, Mooncamp, Profit.co, WorkBoard, and Oracle Primavera.

Underlying data: [Grid® JSON](https://www.g2.com/categories/strategic-portfolio-management/grids.json?focus%5B%5D=servicenow-strategic-portfolio-management&focus%5B%5D=cascade-strategy-cascade&focus%5B%5D=oneplan-solutions-oneplan&focus%5B%5D=clearpoint-strategy&focus%5B%5D=mooncamp&focus%5B%5D=profit-co&focus%5B%5D=workboard&focus%5B%5D=oracle-primavera)

ServiceNow Strategic Portfolio Management

ServiceNow Strategic Portfolio Management (SPM) is a comprehensive solution designed to align organizational strategies with business outcomes by integrating planning, execution, and delivery processes on a unified platform. It enables organizations to prioritize investments, optimize resources, and accelerate value delivery, ensuring that all initiatives are strategically aligned and effectively managed. Key Features and Functionality: - Portfolio Management: Provides complete visibility into project, program, and portfolio performance, allowing organizations to prioritize and align investments with strategic goals. - Demand Management: Captures, evaluates, and prioritizes demands across the organization, automating the intake process with workflows for assessment and approval. - Resource Management: Optimizes resource allocation with advanced planning and scheduling tools, monitoring utilization and capacity to ensure project success. - Financial Management: Tracks budgets, forecasts, and expenses to ensure financial alignment with business objectives, offering insights into portfolio ROI for informed decision-making. - Scenario Planning: Models and analyzes various scenarios to evaluate potential outcomes, enabling dynamic strategy adjustments based on real-time data and shifting priorities. - Roadmap Planning: Visualizes and communicates project timelines, dependencies, and milestones with intuitive roadmaps, aligning stakeholders with clear views of priorities and progress. - Risk and Compliance Management: Identifies, assesses, and mitigates risks across projects and portfolios, ensuring compliance with industry standards and organizational policies. - Integration with IT and Business Tools: Seamlessly integrates with ServiceNow ITSM, ITOM, and other business applications for unified operations. - Performance Analytics and Dashboards: Provides actionable insights with real-time dashboards and performance metrics, tracking key performance indicators (KPIs) to measure success and identify areas for improvement. - Collaboration and Workflows: Enables cross-functional collaboration with automated workflows and task management, facilitating updates and alignment among teams. Primary Value and Solutions Provided: ServiceNow SPM empowers organizations to make informed, data-driven decisions by providing real-time insights into project and portfolio performance. It ensures that all work is strategically aligned, resources are optimally utilized, and financial investments are effectively managed. By consolidating processes and increasing visibility on a single platform, SPM enhances efficiency, accelerates value delivery, and fosters cross-team collaboration. Ultimately, it enables organizations to achieve their strategic objectives with agility and precision, adapting to changing business needs and market dynamics.

Average Rating: 4.1/5.0

Total Reviews: 273

Who Is the Company Behind ServiceNow Strategic Portfolio Management?

  • Seller: ServiceNow
  • Company Website:
  • Year Founded: 2004
  • HQ Location: Santa Clara, CA
  • LinkedIn® Page: www.linkedin.com
    35,078 employees on LinkedIn®
  • Ownership: NYSE:NOW

Who Uses This Product?

  • Who Uses This: Consultant, ServiceNow Developer
  • Top Industries: Information Technology and Services, Hospital & Health Care
  • Company Size: 49% Large, 27% Medium

What Do G2 Reviewers Say About ServiceNow Strategic Portfolio Management?

AI-generated summary from verified user reviews

Pros
  • Users value the clear visibility into projects and portfolios, enabling better alignment of business goals and execution.
  • Users appreciate the ease of use of ServiceNow Strategic Portfolio Management, making navigation and collaboration seamless.
  • Users value the comprehensive visibility provided by ServiceNow Strategic Portfolio Management, making project management seamless and transparent.
  • Users value the centralized tracking of projects in ServiceNow SPM, enhancing alignment with business objectives and transparency.
  • Users appreciate the comprehensive visibility provided by ServiceNow SPM, seamlessly unifying project management and business goals.
Cons
  • Users face a steep learning curve with ServiceNow, requiring time and support to realize its full potential.
  • Users find the learning difficulty of ServiceNow Strategic Portfolio Management frustrating due to its complex setup and heavy workflows.
  • Users find the interface not intuitive, struggling with clunky workflows and overwhelming information that complicates usage.
  • Users find the platform's overwhelming complexity challenging, especially during initial configuration and adoption processes.
  • Users find the setup complex, requiring meticulous governance and a steep learning curve for effective use.

What Are Recent G2 Reviews of ServiceNow Strategic Portfolio Management?

What Are G2 Users Discussing About ServiceNow Strategic Portfolio Management?

Cascade

Cascade is a global software company, consistently ranking as the world's #1 strategy execution platform. We're the AI-powered strategic brain of your organization. We pull the numbers from your systems and the context from your meetings, emails, and docs. Our AI sifts through all of it to show you where to focus and what to do next. Strategy runs the business instead of sitting in a slide deck nobody opens. Organizations like St. Jude's, U.S. Bank, PepsiCo, WWF, the University of Notre Dame, Roche, and Mitsubishi Power run their strategy on Cascade. They use us to plan, execute, and track strategy in one place, and to make faster decisions because the data they need is already in front of them. Here's what that looks like day to day: ✔ Plan: Map where you are and where you're going, with the structure to get there ✔ Execute: Connect goals, metrics, and initiatives in one view, with full context ✔ Track: See how every part of your strategy drives performance in real time ✔ Decide: Tapestry AI, our intelligence engine, surfaces your next move Features you’ll love: ✔ Strategy Planner - Centralize your strategy to add structure and drive consistency ✔ Metrics Library - Connect your business data directly to strategic focuses ✔ Reports & Dashboards - Gauge an accurate picture of your strategic performance ✔ Alignment & Relationships - Visualize how different plans interact & track dependencies ✔ Tapestry Connect - AI captures meeting context and drafts your updates ✔ Strategy Cadences - Set the rhythm and let Cascade gather updates ✔ AI Insights - Ask, summarize, and analyze to know what to do next ✔ Team Management - Delegate ownership & set permissions ✔ Integrations - Bring all of your information together under a single source of truth One system. Better decisions. Move your business forward today with Cascade. Book a demo to see it in action: https://www.cascade.app/book-demo

Average Rating: 4.8/5.0

Total Reviews: 248

Who Is the Company Behind Cascade?

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Hospital & Health Care
  • Company Size: 43% Medium, 35% Small

What Do G2 Reviewers Say About Cascade?

AI-generated summary from verified user reviews

Pros
  • Users find Cascade to be intuitive and easy to use, simplifying organization-wide rollouts and project management.
  • Users praise the responsive customer support from Cascade, appreciating guidance and assistance during implementation and ongoing use.
  • Users value the streamlined planning capabilities of Cascade, enabling simple access to comprehensive performance insights and strategic alignment.
  • Users value the efficient progress tracking in Cascade, facilitating alignment on goals and performance insights.
  • Users find Cascade's tracking capabilities invaluable for strategic alignment and performance monitoring across departments.
Cons
  • Users find missing features in Cascade, such as limited progress reporting and cumbersome PDF extraction.
  • Users note that feature issues exist, particularly with PDF extraction and the need for improved tracking methods.
  • Users note inadequate reporting features in Cascade, particularly in customization and specific date options for reports.
  • Users struggle with limited reporting options, hindering their ability to customize and track progress effectively.
  • Users experience slow performance with report creation and editing, causing occasional frustration during use.

What Are Recent G2 Reviews of Cascade?

What Are G2 Users Discussing About Cascade?

OnePlan

OnePlan offers AI-enabled strategic portfolio, financial, resource, and work management solutions designed for modern enterprises. OnePlan empowers organizations with a single, integrated platform to plan, prioritize, and manage their full portfolio of initiatives—connecting strategy to execution across the enterprise. OnePlan is FedRAMP High (Class D) Certified, giving federal agencies a trusted platform for their most sensitive mission work. More than 500 organizations worldwide rely on OnePlan. The company is a 5X Microsoft Project & Portfolio Management Partner of the Year and a 2026 SPARK Matrix™ Leader – Strategic Portfolio Management (SPM) OnePlan is used by PMOs, IT, engineering, operations, digital transformation, service delivery, R&D, and marketing teams across industries including life sciences/pharmaceutical, construction/engineering, healthcare, and energy & utilities. It is built on the Microsoft cloud and designed for organizations that need to align strategy with execution while gaining real-time visibility into resources, budgets, and portfolio performance. Typical users include PMO leaders, portfolio managers, resource managers, financial planners, and executive stakeholders (CEO/Board, CFO, CTO/CDO, VP Strategy). Core capabilities include: Idea & Request Intake – Capture and prioritize incoming requests and ideas so the highest-value initiatives rise to the top before resources are committed. Strategic Planning – Connect corporate strategy to real work, aligning initiatives to business goals so investment decisions map directly to outcomes. Portfolio Planning & Management – Drive strategy enterprise-wide with a consolidated view of every initiative, program, and project across the organization. Financial Planning – Optimize financial investments with real-time budget forecasting, actuals tracking, and governance tied to program performance. Resource Planning & Management – Increase workload transparency, model capacity, and assign the right people to the right work at the right time. Portfolio Scenario Modeling – Choose the best path forward by testing "what-if" scenarios before committing funding or resources. Work Planning / Hybrid Work Planning – Support Agile, Waterfall, and hybrid delivery methods in a single platform so every team works the way it wants to. Time & Effort Tracking – Track time on investments to improve forecast accuracy and resource utilization visibility. Strategic Visualization – See how strategy, resources, and execution connect through visual dependency and impact mapping. Reporting & Dashboards – Turn data into action with real-time, role-based dashboards for every level of the organization. Sofia AI (AI Assistant) – An embedded AI co-pilot that surfaces risks, rebalances portfolios, forecasts outcomes, and answers questions in real time. Solutions: Strategic Portfolio Management – Align strategy, funding, and execution across the enterprise. Collaborative Work Management – Help teams plan, organize, and complete work together. Strategic Execution Management – Close the strategy-execution gap with full traceability from strategy to results. Product Portfolio Management – Align product investment decisions with market opportunity. Professional Services Automation – Run client-facing engagements with greater efficiency and profitability. Agile Portfolio Management – Scale agile practices and business agility across the portfolio. Adaptive Project Portfolio Management – Support multiple methodologies (Agile/Waterfall/Hybrid) with one governance layer. Dozens of Integrations: Microsoft Teams, Microsoft Planner, Project Online, Azure DevOps – Native Microsoft 365 ecosystem integration (5x Microsoft PPM Partner of the Year). Smartsheet, Jira, monday.com, Asana, Wrike, Trello – Connects execution-layer work management tools into a single portfolio view. ServiceNow – Bridges IT service and portfolio management data.

Average Rating: 4.3/5.0

Total Reviews: 71

Who Is the Company Behind OnePlan?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Oil & Energy
  • Company Size: 55% Medium, 34% Large

What Do G2 Reviewers Say About OnePlan?

AI-generated summary from verified user reviews

Pros
  • Users find OnePlan's ease of use remarkable, facilitating seamless integration and intuitive project management across the organization.
  • Users find OnePlan intuitive, simplifying the management of complex projects and enhancing overall visibility and functionality.
  • Users value the automation capabilities of OnePlan for efficiently managing enterprise portfolios and enhancing project visibility.
  • Users praise the responsive customer support of OnePlan, facilitating smooth implementation and ongoing project management.
  • Users highlight the customization capabilities of OnePlan, allowing tailored solutions for effective portfolio and project management.

What Are Recent G2 Reviews of OnePlan?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works
Connect G2 to ChatGPTConnect G2 to Claude

ClearPoint Strategy

Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more confusing spreadsheets or PowerPoints — just a straightforward, data-driven planning tool that makes strategy execution clear and simple. ClearPoint allows you to focus on the activities and metrics that are essential for achieving your organizational goals. Chart your course linking by linking goals, KPIs, and projects. Stay on top of performance by tracking key metrics in real time. Optimize your strategy with AI analysis of performance data, trends, underperforming areas, and recommended next steps. Finally, share progress with custom dashboards accessible to both internal and external stakeholders, and automatically-generated reports. (ClearPoint can reduce the time it takes to prepare and generate reports by as much as 80%!) Teams that use ClearPoint are more aligned in their activities, more aware of their performance, and more focused on key tasks, boosting your organization's chances of achieving its objectives. ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. When you become a ClearPoint customer, you gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit. For more information visit www.clearpointstrategy.com.

Average Rating: 4.6/5.0

Total Reviews: 179

Who Is the Company Behind ClearPoint Strategy?

  • Seller: ClearPoint Strategy
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Arlington, VA
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Government Administration, Non-Profit Organization Management
  • Company Size: 41% Medium, 34% Large

What Do G2 Reviewers Say About ClearPoint Strategy?

AI-generated summary from verified user reviews

Pros
  • Users commend the exceptional customer support of ClearPoint Strategy, praising their patience and accessibility throughout the process.
  • Users find ClearPoint Strategy to be highly user-friendly, streamlining their planning and reporting processes efficiently.
  • Users highlight the exceptional customer service of ClearPoint Strategy, praising their support and responsiveness throughout the process.
  • Users find ClearPoint Strategy to be intuitive, facilitating easy navigation and understanding of strategic objectives and milestones.
  • Users value the reporting efficiency of ClearPoint Strategy, enabling effortless dashboard creation and streamlined progress tracking.
Cons
  • Users find a steep learning curve with ClearPoint Strategy, especially for system administrators and reporting functions.
  • Users find the learning difficulty significant, noting the need for better tutorials and user-friendly features.
  • Users note limited customization options in ClearPoint, which can complicate report formatting and increase administrative workload.
  • Users find the interface not intuitive, indicating a learning curve and suggesting improvements for first-time users.
  • Users face a difficult learning curve with ClearPoint Strategy, finding it challenging to navigate initially without better tutorials.

What Are Recent G2 Reviews of ClearPoint Strategy?

What Are G2 Users Discussing About ClearPoint Strategy?

Profit.co

Profit.co is an AI-native Strategy Execution Suite that helps organizations turn strategy into measurable results. It connects strategy, projects, performance, and people in one unified platform, enabling leaders to plan priorities, align teams, track execution, and continuously improve outcomes. With Profit.co, organizations can define and cascade strategic priorities using OKRs, Balanced Scorecards, KPIs, and strategy roadmaps. Teams can connect projects and tasks to strategic goals, monitor progress through real-time dashboards and reports, and use AI-powered insights and agents to identify risks, surface opportunities, and keep execution on track. The platform extends strategy execution into performance and employee engagement, helping organizations connect individual contributions and performance with broader business priorities. Profit.co is highly configurable and integrates with the business applications teams already use, making it easier to embed strategy execution into everyday workflows. By bringing strategy, execution, and people together in a single platform, Profit.co helps organizations move from planning to execution and turn strategic priorities into measurable business outcomes.

Average Rating: 4.7/5.0

Total Reviews: 495

Who Is the Company Behind Profit.co?

  • Seller: Profit.co
  • Year Founded: 2018
  • HQ Location: Flower Mound,Texas
  • LinkedIn® Page: www.linkedin.com
    267 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Project Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 57% Medium, 28% Small

What Do G2 Reviewers Say About Profit.co?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Profit.co, appreciating its simple interface and smooth setup process.
  • Users commend the responsive customer support at Profit.co, enhancing the onboarding experience and overall user satisfaction.
  • Users value the clear goal alignment and robust OKR framework of Profit.co, enhancing strategy execution and performance visibility.
  • Users appreciate the structured OKR framework of Profit.co, enhancing clarity and strategy execution across the organization.
  • Users value the effective progress tracking of Profit.co, enhancing clarity and accountability across teams.
Cons
  • Users find the learning curve steep, struggling to navigate the UI and requiring technical skills for Power BI integration.
  • Users find limited customization in Profit.co, impacting flexibility and ease of use in adapting to specific needs.
  • Users find the missing features in Profit.co, such as navigation and customization, hinder overall usability and experience.
  • Users find the navigation difficult, often feeling overwhelmed and struggling to locate information efficiently.
  • Users find navigation to be challenging, making it difficult to locate information and settings efficiently.

What Are Recent G2 Reviews of Profit.co?

What Are G2 Users Discussing About Profit.co?

WorkBoard

WorkBoardAI is the enterprise system of record for Strategic Portfolio Management, built natively on OKRs as the goal-setting and prioritization framework. It connects long-range strategy to portfolio investment decisions, initiative roadmaps, capacity allocation, and daily execution, with AI agents embedded across every layer to surface risks, automate reporting, and keep leaders decision-ready without manual data wrangling. Why WorkBoardAI's SPM is different: WorkBoardAI is the only SPM platform with OKRs as a native, first-class layer, so every initiative, program, and portfolio is evaluated and prioritized against actual strategic outcomes, not just timelines and budgets. When priorities shift, AI agents instantly surface the downstream impact: which initiatives are at risk, which capacity commitments need to flex, and which executive briefs need updating. What WorkBoardAI SPM covers: Outcome-driven portfolio prioritization: every initiative is linked to a strategic goal and day-to-day work Roadmaps and dependency mapping: visualize what's being built, when, and what depends on what across portfolios Capacity planning: allocate resources against strategic demand, with native Workday integration Scenario modeling: model the impact of priority changes before committing AI-generated executive reporting: MBRs, QBRs, and executive briefs generated automatically from live execution data AI Chief of Staff and Portfolio Analyst agents: embedded in the flow of work to surface risks, drive follow-through, and automate operating cadence Built for enterprise scale: Boeing, 3M, Capital One, Viasat, Axos Bank, AssetMark, Experian, Avery Dennison, Vestas, and more global enterprises use WorkBoardAI to connect portfolio investment to strategic outcomes with the operating discipline to execute predictably at scale. "We have a system of record for finance, HR, sales and marketing. What's our system of record for our strategy and execution? WorkBoardAI." — Sam Wilson, CEO, 8x8 "Unlike chatbots, WorkBoardAI agents know the ever-changing strategic priorities, which makes them a powerful way to scale the workforce." — Erik Huddleston, CEO, Aprimo

Average Rating: 4.6/5.0

Total Reviews: 305

Who Is the Company Behind WorkBoard?

  • Seller: WorkBoard
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Redwood City, CA
  • LinkedIn® Page: www.linkedin.com
    96 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 43% Medium, 41% Small

What Do G2 Reviewers Say About WorkBoard?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of WorkBoard, enjoying its structured organization and clear tracking of goals.
  • Users appreciate the structured goal management of WorkBoard, simplifying tracking and aligning priorities effectively.
  • Users find progress tracking in WorkBoard efficient and organized, enhancing alignment with goals and priorities effectively.
  • Users appreciate the structured communication WorkBoard offers, making goal tracking and team alignment efficient and effortless.
  • Users find WorkBoard's OKR management capabilities invaluable for tracking progress and ensuring team alignment on goals.
Cons
  • Users find WorkBoard’s complexity challenging, as it can confuse new users and hinder engagement with its features.
  • Users find the limited features of WorkBoard can hinder navigation and lead to confusion, especially for newcomers.
  • Users desire better integration of strategy alignment with OKR functionality and improved admin access for support effectiveness.
  • Users experience clarity issues with WorkBoard, particularly regarding mobile functionality and unclear pricing packages.
  • Users find the confusing options in WorkBoard can hinder new users' adoption and engagement with the platform.

What Are Recent G2 Reviews of WorkBoard?

What Are G2 Users Discussing About WorkBoard?

Mooncamp

Mooncamp is the All-in-One operating system to develop agile, engaged, and high-performing teams – wherever they work. With agile tools like OKRs and Check-ins, Mooncamp strives to help organizations of all shapes and sizes create happy workplaces and embrace the New World of Work. Learn more at: mooncamp.com

Average Rating: 4.8/5.0

Total Reviews: 294

Who Is the Company Behind Mooncamp?

Who Uses This Product?

  • Who Uses This: CEO, Software Engineer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 55% Small, 42% Medium

What Do G2 Reviewers Say About Mooncamp?

AI-generated summary from verified user reviews

Pros
  • Users find Mooncamp to have great ease of use, with an intuitive interface and smooth onboarding experience.
  • Users value the intuitive user experience of Mooncamp, making OKR management easy and effective for all team members.
  • Users praise Mooncamp for its intuitive user experience, enhancing team productivity and organization effortlessly.
  • Users value the effective tracking features of Mooncamp, enabling teams to stay organized and focused on OKRs.
  • Users value the innovative goal management in Mooncamp, enhancing productivity and team organization effectively.
Cons
  • Users find the interface issues frustrating, as the app lacks optimization for mobile screens and intuitiveness.
  • Users find that Mooncamp lacks essential features like due dates, dependencies, and customization options, affecting the overall experience.
  • Users find the poor usability of Mooncamp frustrating, citing issues with the interface and unhelpful menus.
  • Users note that update issues can disrupt functionality, yet Mooncamp's team is responsive to fixes.
  • Users find the ineffective feedback management in Mooncamp limits personal expression and hinders personal development discussions.

What Are Recent G2 Reviews of Mooncamp?

What Are G2 Users Discussing About Mooncamp?

Oracle Primavera

For more than 30 years, successful projects around the world have relied on Oracle Construction and Engineering's Primavera solutions to plan, build, and operate critical assets. It is the only solution that integrates project and portfolio planning and delivery teams for planning, resourcing, risk mitigation, scheduling, and program management. Manage projects of any size. Robust and easy-to-use. Key Benefits - Cloud-based, delivering fast time to value - One platform for planning, prioritizing, executing, and monitoring projects and programs - Optimization and oversight of capital spend to maximize return and align with strategies - Enhanced risk mitigation; better visibility of project and portfolio health - Comprehensive, integrated planning - critical path method (CPM) and Lean scheduling, plus upstream portfolio planning and downstream risk mitigation - Total resource management – maintain optimal staffing levels to improve delivery efficiency - Collaboration and control across teams – drive efficiency and quality, reduce waste - Connect teams with access from any device, create and update activities and tasks, and view portfolios and files with offline support - Risk mitigation – avoid delays and cost overruns

Average Rating: 4.4/5.0

Total Reviews: 346

Who Is the Company Behind Oracle Primavera?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL
  • Phone: +1 (650) 506-7000

Who Uses This Product?

  • Who Uses This: Planning Engineer, Project Manager
  • Top Industries: Construction, Oil & Energy
  • Company Size: 38% Large, 38% Medium

What Do G2 Reviewers Say About Oracle Primavera?

AI-generated summary from verified user reviews

Pros
  • Users find Oracle Primavera's comprehensive project management tools vital for keeping large projects organized and on track.
  • Users value the centralized organization of Oracle Primavera, which keeps high-stakes projects on track effectively.
  • Users value the comprehensive coverage of Oracle Primavera, effectively managing every aspect of project management.
  • Users appreciate the comprehensive features of Oracle Primavera for effectively managing projects from start to finish.
  • Users find organization capabilities of Oracle Primavera essential for managing large, high-stakes projects effectively.
Cons
  • Users find the complex setup challenging due to a steep learning curve and an outdated interface.
  • Users find the cost issues of Oracle Primavera burdensome, especially for smaller or simpler projects.
  • Users find Oracle Primavera expensive, noting that its extensive features may overwhelm smaller projects.
  • Users find limited features in Oracle Primavera, feeling it may be excessive for smaller, simpler projects.
  • Users find the limited functionality of Oracle Primavera unsuitable for small or straightforward projects due to its complexity.

What Are Recent G2 Reviews of Oracle Primavera?

What Are G2 Users Discussing About Oracle Primavera?

AchieveIt

Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information? Using manual processes & disconnected systems impacts real results by limiting visibility, impacting accountability, and letting the day-to-day take over. It's part of why over 70% of key plans fail. But there's a better way...Strategy leaders trust AchieveIt to connect, monitor, and execute their most important plans and initiatives -- improving visibility, increasing accountability, and driving collaboration. That's why everyone from global organizations, to regional healthcare systems, to government agencies, and more, use AchieveIt for managing key plans and initiatives. AchieveIt is the Strategic Planning software that identifies and corrects the untapped potential in your planning and execution process ✅ Turn manual updates into an automatic process Instead of chasing down updates at inconsistent frequencies, AchieveIt automatically requests (& collects) updates from your organization -- at the time and frequency of your choosing. This increases productivity & efficiency through immediate input & fresh data. ✅ Improve visibility & understanding of progress With automated dashboards and real-time insights, AchieveIt takes the guesswork & gruntwork out of decision-making, enabling your team to make quicker, more confident decisions. ✅ Connect key information across siloes Instead of relying on separate systems and siloed updates, AchieveIt connects and aligns your teams to help the organization achieve its goals. ✅ Increase team accountability Instead of wondering "who's responsible for this again?", AchieveIt makes it easy to understand who's doing what -- and when and why they're doing it -- with a clear system for accountability. ✅ Improve plan performance & execution Executing strategic plans can be a challenge and a hassle. Between endless status update meetings, manual updates, and siloed data, countless pain points impact results. AchieveIt makes it easy to focus on your long-term initiatives, improving execution results.

Average Rating: 4.4/5.0

Total Reviews: 199

Who Is the Company Behind AchieveIt?

  • Seller: AchieveIt
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Atlanta, GA
  • LinkedIn® Page: www.linkedin.com
    35 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Executive Assistant
  • Top Industries: Hospital & Health Care, Government Administration
  • Company Size: 42% Medium, 36% Large

What Do G2 Reviewers Say About AchieveIt?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of AchieveIt, finding it user-friendly and intuitive for tracking progress.
  • Users appreciate the effective tracking features of AchieveIt, which enhance visibility and management of goals and progress.
  • Users value the progress tracking capability of AchieveIt, ensuring easy management of goals and accountability.
  • Users praise the team collaboration features of AchieveIt, enhancing communication and progress tracking effortlessly across departments.
  • Users commend AchieveIt's exceptional customer support, noting their quick, friendly, and effective assistance throughout the platform experience.
Cons
  • Users find limited customization options in AchieveIt, making it difficult to tailor workflows and reporting effectively.
  • Users find the dashboard issues with AchieveIt challenging, impacting usability and new user onboarding.
  • Users find the learning curve steep with AchieveIt, making initial setup and user adoption challenges.
  • Users find AchieveIt's interface to be not intuitive, feeling overwhelmed and suggesting a need for modernization.
  • Users face challenges with poor integration to Excel and other platforms, complicating data analysis and entry.

What Are Recent G2 Reviews of AchieveIt?

What Are G2 Users Discussing About AchieveIt?

CAST Highlight

Portfolio-level insights for app modernization, AI readiness, tech debt, OSS risks CAST Highlight is a SaaS software intelligence technology that delivers rapid, fact-based insights across your entire application portfolio. With Ask CAST, IT leaders can query this intelligence in plain language through Microsoft Teams or AI assistants such as Claude and ChatGPT and receive grounded answers based on their portfolio data. By automatically analyzing the source code of hundreds or thousands of applications, CAST Highlight helps organizations assess cloud maturity, AI & Agentic readiness, software health, open source risk, resiliency, technical debt, and sustainability from a single lightweight scan. CAST Highlight is designed for CIOs, CTOs, enterprise architects, cloud leaders, application owners, security teams, and modernization teams that need a fact-based way to prioritize modernization, cloud, and AI adoption decisions at scale. It helps teams identify which applications are ready to move quickly, which require remediation, and where hidden software risks may affect transformation cost, timelines, security, resilience, or business outcomes. Unlike traditional manual or survey-based assessments, CAST Highlight analyzes application source code directly to rapidly segment portfolios, prioritize modernization paths, and uncover risks before they impact transformation programs. Organizations use CAST Highlight to: - Accelerate cloud migration and modernization planning - Segment applications by cloud maturity and transformation path - Identify high-value AI adoption opportunities - Assess Agentic Readiness across application portfolios - Prioritize technical debt, resiliency, and maintainability improvements - Assess open source vulnerabilities and IP / license exposure - Evaluate software sustainability with Green Impact insights - Reduce complexity, cost, and risk across transformation programs Businesses move faster using CAST to understand, improve, and transform their software. Through semantic analysis of source code, CAST generates dashboards and 3D maps for executives, technologists, and AI to navigate inside individual applications and across entire portfolios. This intelligence enables companies to steer, speed, and report on initiatives such as technical debt, modernization, and cloud. As the pioneer of the software intelligence field, CAST is trusted by the world’s leading companies and governments, their consultancies and cloud providers. See it all at castsoftware.com.

Average Rating: 4.5/5.0

Total Reviews: 87

Who Is the Company Behind CAST Highlight?

  • Seller: CAST
  • Company Website:
  • Year Founded: 1990
  • HQ Location: New York
  • LinkedIn® Page: www.linkedin.com
    1,270 employees on LinkedIn®
  • Ownership: Bridgepoint

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 57% Large, 25% Small

What Do G2 Reviewers Say About CAST Highlight?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of CAST Highlight, noting its quick setup and straightforward functionality for assessments.
  • Users find the easy setup of CAST Highlight highly beneficial, enabling quick integration and efficient use with enterprise tools.
  • Users value CAST Highlight for its insights into cloud migration and technical debt assessment, enhancing software health evaluation.
  • Users appreciate the efficient analysis offered by CAST Highlight, enabling fast insights and effective modernization strategies.
  • Users value the speed and simplicity of CAST Highlight, enabling quick, actionable insights for portfolio analysis.
Cons
  • Users find the complex navigation of CAST Highlight challenging, making it harder to efficiently use the tool.
  • Users find dashboard issues prevalent, including lack of depth and customization challenges for specific organizational needs.
  • Users find that the delayed detection of issues may hinder timely responses and overall effectiveness of CAST Highlight.
  • Users find the difficulty in initial configuration and metric interpretation a barrier for new teams using CAST Highlight.
  • Users find the high price of CAST Highlight a barrier for broader adoption in larger companies.

What Are Recent G2 Reviews of CAST Highlight?

What Are G2 Users Discussing About CAST Highlight?

Planview Portfolios

Planview Portfolios is an enterprise strategic portfolio management software solution that helps PMO leaders, portfolio managers, and project teams connect organizational strategy to day-to-day work delivery across programs, resources, and investment decisions from a single platform. Formerly known as Planview Enterprise One, it sits within the strategic portfolio management and project portfolio management software categories and is built for large organizations managing complex, cross-functional initiative portfolios across multiple business units and delivery methodologies simultaneously. For practitioners, the platform provides a structured environment where incoming demand can be evaluated against available capacity, work can be planned and tracked across waterfall, agile, and hybrid approaches, and financial performance can be monitored at both the project and portfolio level. Role-based dashboards surface relevant data to each user type — from team members logging time to portfolio leaders reviewing investment performance — without requiring manual report assembly. Key features practitioners interact with regularly include: • Demand and investment management tools that allow teams to collect project and program requests, score them against business objectives, and model prioritization decisions before resources are committed • Scenario planning and what-if analysis capabilities that let portfolio managers compare alternative staffing, timing, and funding configurations to assess trade-offs and adapt plans when strategic priorities shift • Hybrid work delivery support that accommodates waterfall project schedules, agile team planning, and lean portfolio management approaches within the same governance framework — reducing the need for separate tools across delivery teams • Integrated financial tracking including budgeting, forecasting, cost actuals, and agile costing that connect planned spend to actual delivery activity across the full portfolio • Embedded AI capabilities including natural language querying, automated workflow triggers, and sentiment analysis on project status updates that surface emerging risks and reduce manual oversight effort Planview Portfolios connects to enterprise systems including SAP, Salesforce, Workday, ServiceNow, and Microsoft tools, and includes more than 200 out-of-the-box reports and visualizations.

Average Rating: 3.8/5.0

Total Reviews: 90

Who Is the Company Behind Planview Portfolios?

  • Seller: Planview
  • Company Website:
  • Year Founded: 1989
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    1,834 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Insurance
  • Company Size: 78% Large, 23% Medium

What Do G2 Reviewers Say About Planview Portfolios?

AI-generated summary from verified user reviews

Pros
  • Users value the robust project and resource management features of Planview Portfolios, enhancing their project maintenance activities.
  • Users value the comprehensive project tracking capabilities of Planview Portfolios, enhancing management and reporting efficiency.
  • Users value the automation capabilities for managing portfolios and customizing workflows, enhancing their reporting experience.
  • Users value the customizable lifecycle workflows of Planview Portfolios, enhancing project management flexibility and approval processes.
  • Users value the customizability of Planview Portfolios, appreciating tailored workflows and enhanced reporting capabilities.
Cons
  • Users find the lengthy support process cumbersome, leading to delays in issue resolution with Planview Portfolios.
  • Users feel the need for a revamped UX design with dynamic input features for improved customization and usability.
  • Users emphasize the need for a redesigned UX to improve functionality and adaptability based on user input.
  • Users find the poor layout design of Planview Portfolios frustrating, as it lacks dynamic input options for better usability.
  • Users find the poor UI of Planview Portfolios frustrating, calling for an overhaul for improved interactivity and functionality.

What Are Recent G2 Reviews of Planview Portfolios?

What Are G2 Users Discussing About Planview Portfolios?

GanttPRO

GanttPRO is intuitive online Gantt chart software for robust project management. The tool meets the needs of project, product, and portfolio managers from different spheres. GanttPRO offers task, deadline, cost, resource, and portfolio management, team collaboration, time logging, baselines, advanced export and sharing features. Robust import from MS Project and Excel as well as ready-made professional templates allows starting projects right away.

Average Rating: 4.8/5.0

Total Reviews: 529

Who Is the Company Behind GanttPRO?

  • Seller: GanttPRO
  • Year Founded: 2015
  • HQ Location: Krakow, PL
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Student, Project Manager
  • Top Industries: Higher Education, Computer Software
  • Company Size: 76% Small, 11% Large

What Do G2 Reviewers Say About GanttPRO?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive ease of use of GanttPRO, making it simple to manage projects efficiently.
  • Users appreciate the intuitive project management features of GanttPRO, enabling efficient planning and task delegation.
  • Users appreciate the effective team collaboration features of GanttPRO, enhancing communication and project alignment effortlessly.
  • Users love the intuitive interface of GanttPRO, making project management simple and efficient for all tasks.
  • Users appreciate the intuitive and easy-to-use interface of GanttPRO, streamlining project management effectively.
Cons
  • Users find GanttPRO's missing features hinder overall functionality, with suggestions for greater flexibility and advanced options.
  • Users find GanttPRO to be expensive, especially students on a limited budget without flexible payment options.
  • Users find the learning curve steep, making GanttPRO complicated and restrictive, especially for basic project management needs.
  • Users find the limited customization options in GanttPRO restrictive, affecting their editing and project management flexibility.
  • Users find GanttPRO's high pricing challenging, particularly for students and small businesses with limited budgets.

What Are Recent G2 Reviews of GanttPRO?

What Are G2 Users Discussing About GanttPRO?

Meisterplan

Meisterplan is a lean and visual project portfolio management software focused on planning resources beyond the short-term. It enables you to reliably deliver on your commitments by guaranteeing optimal resource utilization in line with your priorities. With Meisterplan, you can • Raise your perspective to the portfolio level to get an overview of all projects, bringing in relevant data from any tool your teams are already using. • Add future resource needs with just minimal detail, giving you the right amount of information for confident decisions without unnecessary effort. • Use the most intuitive what-if scenario planning, where you can explore plan alternatives and find the best way forward based on actual resource availability.

Average Rating: 4.7/5.0

Total Reviews: 26

Who Is the Company Behind Meisterplan?

Who Uses This Product?

  • Company Size: 44% Medium, 37% Small

What Do G2 Reviewers Say About Meisterplan?

AI-generated summary from verified user reviews

Pros
  • Users find Meisterplan's ease of use remarkable, streamlining resource allocation and planning across multiple methodologies.
  • Users value the ease of scenario planning in Meisterplan, enhancing decision-making and resource management efficiency.
  • Users appreciate the responsive customer support from Meisterplan, which enhances their tool usage and overall experience.
  • Users value the customizable fields in Meisterplan, making it easy to tailor the tool to their business needs.
  • Users value the dashboard features for easy resource visibility and efficient project management, streamlining team collaboration.
Cons
  • Users face challenges with data import limitations, impacting financial forecasting and project management efficiency in Meisterplan.
  • Users are frustrated by the inability to export a change log, limiting project tracking and analytics capabilities.
  • Users face export limitations in Meisterplan, hindering their ability to access and analyze crucial project data efficiently.
  • Users experience a steep learning curve with Meisterplan, which can be time-consuming but eventually leads to efficient usage.
  • Users face project management issues with Meisterplan due to sync challenges, clutter, and lack of key analytics.

What Are Recent G2 Reviews of Meisterplan?

Clarity

Speed up your digital transformation with Clarity, the leading investment planning solution for the enterprise. Instead of traditional project management, we help you unite the enterprise with strategic portfolio management (SPM), collaborative work management (CWM) and digital product management (DPM).

Average Rating: 3.7/5.0

Total Reviews: 85

Who Is the Company Behind Clarity?

  • Seller: Broadcom
  • Year Founded: 1991
  • HQ Location: San Jose, CA
  • LinkedIn® Page: www.linkedin.com
    44,602 employees on LinkedIn®
  • Ownership: NASDAQ: CA
  • Phone: +1 800 225-5224

Who Uses This Product?

  • Top Industries: Information Technology and Services, Hospital & Health Care
  • Company Size: 75% Large, 26% Medium

What Do G2 Reviewers Say About Clarity?

AI-generated summary from verified user reviews

Pros
  • Users highlight the customizability of Clarity, tailoring timesheets to meet their team's specific needs effectively.
  • Users find Clarity's ease of use remarkable, thanks to its intuitive interface and customizable features.
  • Users appreciate the ease of learning with Clarity, finding it highly customizable and user-friendly.
  • Users appreciate the easy integration of Clarity, enhancing workflow with seamless connections to existing tools like SAP and Jira.
  • Users value the efficient time tracking features of Clarity, simplifying management of employee hours and project tasks.
Cons
  • Users find Clarity to be a bit on the expensive side, making it less accessible for some budgets.
  • Users find the learning curve for advanced features a bit steep, requiring extra training for effective use.
  • Users face limited offline functionality with Clarity, making it difficult to log hours in low-connectivity areas.
  • Users report mobile app limitations and syncing issues that hinder usability compared to the desktop version.
  • Users report experiencing syncing issues with the Clarity mobile app, which detracts from overall usability.

What Are Recent G2 Reviews of Clarity?

What Are G2 Users Discussing About Clarity?

IBM Targetprocess

IBM Targetprocess, is a platform for enterprise agile planning (EAP) and strategic portfolio management (SPM) solutions that allows business and technology planners at all levels to dynamically plan and manage work, resources, investments, programs, and portfolios while ensuring continuous alignment to the enterprise strategy in a single source of truth. IBM Targetprocess is a platform for enterprise agile planning (EAP) and strategic portfolio management (SPM) solutions that allows business and technology planners at all levels to dynamically plan and manage work, resources, investments, programs, and portfolios while ensuring continuous alignment to the enterprise strategy in a single source of truth. The combination of flexible architecture and Solutions Library helps to ensure the fastest time to value for every solution. IBM Targetprocess integrates directly with the financial management platform to provide financial insights into labor allocations, labor capitalization, and labor forecasts to improve how a company measures, plans, and invests in their workforce. Solutions: IBM Targetprocess' solutions-led strategy to make Enterprise Agile easier, allowing teams to take a building-block style approach to their agile transformation. Strategic planning solutions allow business leaders to capture strategy and OKRs in a single source of truth, and even update priorities with confidence that portfolio, product managers, and even autonomous Agile teams will see and align their work to the new priorities. Resource Management solutions allow portfolio and product teams to plan and forecast capacity and dynamically manage resources while minimizing risks and optimizing resource utilization. The Portfolio budgeting solutions enabled by IBM Targetprocess partners financial teams with product and portfolio managers to enable a shift to continuous product funding, and Program Management solutions ensure the successful execution of Agile programs across hybrid and strategic portfolios. Strategic Planning: Align work, labor, and investments to the strategic objectives of the business and maximize execution. • Capture and communicate corporate objectives in a persistent tool visible by the entire organization. • Link specific elements of execution to strategic objectives (i.e. initiatives, epics, features, teams, budgets, etc.). • View the split between Run-the-Business and Change-the-Business goals and pivot investments. • Easily track and view progress of strategic objectives. Portfolio Budgeting: Align with finance as you shift from annual funding of projects to continuous product funding. • View portfolio totals, actuals, OpEx, and CapEx, budgeted costs, and labor and non-labor costs in one place. • One source of truth to view portfolio budgets and their initiatives. • View the split between labor and non-labor actuals on a monthly basis. • Quickly change Funded costs and labor/non-labor costs in the initiative breakdown. Resource Management: Optimize resources, capacity, and demand to reduce risk and maximize utilization of headcount. • Monitor the impact of changes in real-time, with multiple views of reports to minimize inefficiency and overutilization. • Dashboards allow optimization of incoming demand against capacity. • Connect resource bill rates, team rates, and blended rates and utilization with automatic cost forecasting. Program Management: Digitize and automate quarterly business and program increment planning. • Seamlessly setup PI Planning with connected backlogs for Portfolio, Product, and Teams. • Visualize key metrics and flow of value with Flow metrics in a customizable dashboard. • Execute confidently by easily tracking progress in real-time, quickly identifying dependencies, and adapting to changes through the Program Board. Market Differentiators: - Flexible architecture: Targetprocess flexible architecture adapts to your organizations operating models – no matter how unique. - Time to value: Targetprocess Solutions Library minimizes administrative overhead and delivers rapid time to value for every solution. - Holistic financials: Targetprocess and IBM Apptio provide visibility to labor and non-labor costs for planning and managing investments.

Average Rating: 4.3/5.0

Total Reviews: 236

Who Is the Company Behind IBM Targetprocess?

Who Uses This Product?

  • Who Uses This: Software Developer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 42% Medium, 35% Small

What Do G2 Reviewers Say About IBM Targetprocess?

AI-generated summary from verified user reviews

Pros
  • Users value the clear visibility across all work and teams, facilitating better coordination and project management.
  • Users appreciate the flexibility of IBM Targetprocess, as it adapts well to various frameworks and organizational needs.
  • Users value the clear visibility across all work and teams, enhancing coordination and strategic decision-making.
  • Users value the clear visibility across all work and teams, enhancing coordination and project management efficiency.
  • Users commend the seamless team collaboration of IBM Targetprocess, enhancing communication and project tracking effectively.
Cons
  • Users experience a challenging learning curve due to lack of clear documentation and insufficient training resources.
  • Users find the learning difficulty problematic due to unclear documentation and inadequate training resources, hindering best practices.
  • Users find the complexity of IBM Targetprocess challenging, particularly during setup and navigation in large implementations.
  • Users find the difficult navigation in IBM Targetprocess frustrating, hindering their ability to easily access information.
  • Users struggle with navigation difficulty in IBM Targetprocess, finding it hard to locate essential features and information.

What Are Recent G2 Reviews of IBM Targetprocess?

What Are G2 Users Discussing About IBM Targetprocess?

Subhransu Sahu
SS
Researched and written by Subhransu Sahu
Updated November 13, 2024