# Cascade vs OpenText Project and Portfolio Management (PPM) Comparison --- ## AI Generated Summary - **G2 reviewers report** that Cascade excels in providing a user-friendly experience, with many users highlighting its intuitive AI-powered dashboards that simplify tracking operational and customer experience goals. In contrast, OpenText Project and Portfolio Management (PPM) has received mixed feedback regarding its usability, with some users noting challenges in configuration and navigation. - **Users say** that Cascade's implementation process is smooth and efficient, allowing teams to quickly adapt to the software. Recent feedback emphasizes how the platform helps retail leadership gain a clearer view of strategic priorities and performance metrics. Meanwhile, OpenText PPM has fewer recent reviews, which may indicate a slower adoption or implementation process among new users. - **Reviewers mention** that Cascade's support quality is notably high, with many praising the responsiveness and helpfulness of the support team. In comparison, OpenText PPM's support has received lower ratings, suggesting that users may face challenges when seeking assistance or troubleshooting issues. - **According to verified reviews** , Cascade provides robust insights into financial goals and performance variances, making it easier for teams to stay on top of changes. Users appreciate the clear structure it offers for planning and monitoring, while OpenText PPM, although capable, has not been highlighted for similar strengths in recent feedback. - **G2 reviewers report** that Cascade's ease of use is a significant advantage, with users enjoying the straightforward navigation and setup process. OpenText PPM, while functional, has been noted for requiring more effort to achieve a similar level of usability, which could impact day-to-day operations for some teams. - **Users say** that Cascade's ability to surface trends and operational gaps quickly is a game-changer for decision-making, thanks to its AI-driven insights. OpenText PPM, while it offers powerful planning tools, may not provide the same level of real-time analytics and visibility that users are looking for in a fast-paced business environment. | | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Star Rating** | 4.7 out of 5 | 4.0 out of 5 | | **Total Reviews** | 253 | 29 | | **Largest Market Segment** | Mid-Market (42.6% of reviews) | Enterprise (66.7% of reviews) | | **Entry Level Price** | Free | No pricing available | --- ## Top Pros & Cons ### Cascade Pros: - Ease of Use (23 reviews) - Customer Support (17 reviews) Cons: - Missing Features (7 reviews) - Feature Issues (3 reviews) ### OpenText Project and Portfolio Management (PPM) **Not enough data** --- ## Ratings Comparison | Rating | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Meets Requirements** | 9.0 (189 reviews) | 8.3 (23 reviews) | | **Ease of Use** | 9.1 (190 reviews) | 7.1 (24 reviews) | | **Ease of Setup** | 8.7 (152 reviews) | 7.7 (14 reviews) | | **Ease of Admin** | 9.0 (128 reviews) | 8.4 (15 reviews) | | **Quality of Support** | 9.6 (186 reviews) | 7.3 (20 reviews) | | **Has the product been a good partner in doing business?** | 9.6 (128 reviews) | 8.0 (14 reviews) | | **Product Direction (% positive)** | 9.7 (178 reviews) | 6.6 (24 reviews) | --- ## Pricing ### Cascade #### Entry-Level Pricing Plan: Plan Price: Free Description: Get started, for free, TODAY. No commitments, no time limits. Try out Cascade's core strategy execution features, including up to 2 users, unlimited plans, unlimited metrics, and more! Key Features: - Up to 2 users - Unlimited Plans - Unlimited Goals [Browse all 3 editions](https://www.g2.com/products/cascade-strategy-cascade/pricing) #### Free Trial Yes ### OpenText Project and Portfolio Management (PPM) #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Project Management | Product | Score | Reviews | |---|---|---| | **Cascade** | N/A | N/A | | **OpenText Project and Portfolio Management (PPM)** | N/A | N/A | #### Tasks | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Creation & Assignment** | Not enough data | Not enough data | | **Due Dates** | Not enough data | Not enough data | | **Task Prioritization** | Not enough data | Feature Not Available | | **To-Do Lists** | Not enough data | Not enough data | | **Dependencies** | Not enough data | Feature Not Available | | **Mass Updates** | Not enough data | Feature Not Available | | **Drag & Drop** | Not enough data | Not enough data | | **Recurring Tasks** | Not enough data | Feature Not Available | #### Projects | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Planning** | Not enough data | Not enough data | | **Project Map** | Not enough data | Feature Not Available | | **GANTT** | Not enough data | Not enough data | | **Calendar View** | Not enough data | Not enough data | | **Views** | Not enough data | Not enough data | | **Project Budgeting** | Not enough data | Not enough data | | **Issue Tracking** | Not enough data | Feature Not Available | | **Templates** | Not enough data | Not enough data | | **Critical Path** | Not enough data | Not enough data | | **Time & Expense** | Not enough data | Not enough data | | **Methodologies** | Not enough data | Not enough data | #### Resource Management | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Resource Definiton** | Not enough data | Not enough data | | **Capacity** | Not enough data | Not enough data | | **Scheduling** | Not enough data | Not enough data | #### Project Monitoring | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Baselining / KPIs** | Not enough data | Not enough data | | **Resource Allocation** | Not enough data | Not enough data | | **Dashboards** | Not enough data | Not enough data | #### Generative AI | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Not enough data | Not enough data | #### Agentic AI - Project Management | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Project and Portfolio Management | Product | Score | Reviews | |---|---|---| | **Cascade** | N/A | N/A | | **OpenText Project and Portfolio Management (PPM)** | N/A | N/A | #### Portfolio Management | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Portfolio Types** | Not enough data | Not enough data | | **Planning** | Not enough data | Not enough data | | **Alignment** | Not enough data | Not enough data | | **Portfolio Mix** | Not enough data | Not enough data | #### Project Management | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Dependencies** | Not enough data | Not enough data | | **Priorities** | Not enough data | Not enough data | | **Lean Management** | Not enough data | Not enough data | #### Resource Management | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Definition** | Not enough data | Not enough data | | **Allocation** | Not enough data | Not enough data | | **Optimization** | Not enough data | Not enough data | #### Data & Analytics | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Data Consolidation** | Not enough data | Not enough data | | **Visualizations** | Not enough data | Not enough data | | **Performance** | Not enough data | Not enough data | | **Risk Analysis** | Not enough data | Not enough data | #### Strategy - Project and Portfolio Management | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Simulation** | Not enough data | Not enough data | | **Tracking** | Not enough data | Not enough data | | **Planning** | Not enough data | Not enough data | | **Objectives** | Not enough data | Not enough data | | **Visiblity** | Not enough data | Not enough data | | **Alignment** | Not enough data | Not enough data | | **Risk Management** | Not enough data | Not enough data | | **Implementation** | Not enough data | Not enough data | | **Optimization** | Not enough data | Not enough data | | **Prioritization** | Not enough data | Not enough data | ### Project Cost Management | Product | Score | Reviews | |---|---|---| | **Cascade** | N/A | N/A | | **OpenText Project and Portfolio Management (PPM)** | N/A | N/A | #### Cost Tracking | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Identification** | Not enough data | Not enough data | | **Allocation** | Not enough data | Not enough data | | **Standard Costs** | Not enough data | Not enough data | ### Strategic Planning and Execution | Product | Score | Reviews | |---|---|---| | **Cascade** | 9.1/10 | 113 | | **OpenText Project and Portfolio Management (PPM)** | N/A | N/A | #### Prepare | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Strategy Map** | 9.0 (90 reviews) | Not enough data | | **Strategy Model** | 9.1 (90 reviews) | Not enough data | | **Rules** | 8.6 (82 reviews) | Not enough data | | **Frameworks** | 8.9 (83 reviews) | Not enough data | #### Plan | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Vision Statement** | 9.1 (90 reviews) | Not enough data | | **Goals** | 9.3 (101 reviews) | Not enough data | | **Collaboration** | 9.2 (98 reviews) | Not enough data | | **Cascade Planning** | 9.4 (104 reviews) | Not enough data | #### Optimize | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Progress Tracking** | 9.3 (107 reviews) | Not enough data | | **KPIs** | 9.0 (100 reviews) | Not enough data | | **OKR** | 8.9 (70 reviews) | Not enough data | #### Execute | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Performance** | 9.1 (47 reviews) | Not enough data | | **Communication** | 9.2 (47 reviews) | Not enough data | | **Alignment** | 9.2 (59 reviews) | Not enough data | | **Performance** | 9.1 (48 reviews) | Not enough data | ### Objectives and Key Results (OKR) | Product | Score | Reviews | |---|---|---| | **Cascade** | 8.0/10 | 5 | | **OpenText Project and Portfolio Management (PPM)** | N/A | N/A | #### Communication | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Feedback** | 9.3 (5 reviews) | Not enough data | | **Confidence Levels** | 8.3 (5 reviews) | Not enough data | | **Messaging Integrations** | 7.0 (5 reviews) | Not enough data | | **Onboarding** | 8.7 (5 reviews) | Not enough data | #### Goal Creation | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Team OKR** | 9.0 (5 reviews) | Not enough data | | **Individual OKR** | 8.7 (5 reviews) | Not enough data | | **Mind Mapping** | Feature Not Available | Not enough data | | **Action Item Creation** | 8.0 (5 reviews) | Not enough data | #### Agentic AI - Objectives and Key Results (OKR) | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Natural Language Interaction** | 6.3 (5 reviews) | Not enough data | | **Proactive Assistance** | 6.3 (5 reviews) | Not enough data | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **Cascade** | 9.0/10 | 12 | | **OpenText Project and Portfolio Management (PPM)** | N/A | N/A | #### Financial Planning | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Extended Planning** | 9.6 (8 reviews) | Not enough data | | **Reporting** | 9.1 (9 reviews) | Not enough data | | **Integration** | 8.0 (9 reviews) | Not enough data | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | #### Financial Insight | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Budgeting** | 8.1 (6 reviews) | Not enough data | | **Forecasting** | 8.3 (5 reviews) | Not enough data | | **Planning** | 9.6 (9 reviews) | Not enough data | #### Data | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Data Visualization** | 9.1 (9 reviews) | Not enough data | | **Data Analysis** | 8.3 (6 reviews) | Not enough data | | **Custom Reporting** | 9.6 (8 reviews) | Not enough data | | **Reporting Templates** | 9.4 (8 reviews) | Not enough data | #### Status Communication | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Collaboration** | 9.7 (10 reviews) | Not enough data | | **Version Control** | 9.4 (6 reviews) | Not enough data | | **Real-Time Data Updates** | 8.8 (10 reviews) | Not enough data | | **Scorecards** | 9.0 (7 reviews) | Not enough data | ### Strategic Portfolio Management | Product | Score | Reviews | |---|---|---| | **Cascade** | N/A | N/A | | **OpenText Project and Portfolio Management (PPM)** | N/A | N/A | #### Strategic Planning - Strategic Portfolio Management | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Objectives** | Not enough data | Not enough data | | **Roadmaps** | Not enough data | Not enough data | | **Demand management** | Not enough data | Not enough data | | **Resource Planning** | Not enough data | Not enough data | | **Planning** | Not enough data | Not enough data | | **Simulation** | Not enough data | Not enough data | | **Prioritization** | Not enough data | Not enough data | | **Alignment** | Not enough data | Not enough data | #### Strategic Management - Strategic Portfolio Management | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Visiblity** | Not enough data | Not enough data | | **Tracking** | Not enough data | Not enough data | | **Risk Management** | Not enough data | Not enough data | | **Implementation** | Not enough data | Not enough data | | **Change Management** | Not enough data | Not enough data | | **Optimization** | Not enough data | Not enough data | | **Strategy Model** | Not enough data | Not enough data | | **Frameworks** | Not enough data | Not enough data | #### Data Analysis - Strategic Portfolio Management | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **ESG Impact** | Not enough data | Not enough data | | **Financial Performance** | Not enough data | Not enough data | | **Forecasting** | Not enough data | Not enough data | #### Artificial Intelligence - Strategic Portfolio Management | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Process Intelligence** | Not enough data | Not enough data | | **Predictive Insights** | Not enough data | Not enough data | | **Virtual Agents** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Cascade** | N/A | N/A | | **OpenText Project and Portfolio Management (PPM)** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (1):** [Strategic Portfolio Management Software](https://www.g2.com/categories/strategic-portfolio-management) **Unique to Cascade (3):** [Strategic Planning and Execution Software](https://www.g2.com/categories/strategic-planning-and-execution), [Objectives and Key Results (OKR) Software](https://www.g2.com/categories/objectives-and-key-results-okr), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Unique to OpenText Project and Portfolio Management (PPM) (3):** [Project Management Software](https://www.g2.com/categories/project-management), [Project Cost Management Software](https://www.g2.com/categories/project-cost-management), [Project and Portfolio Management Software](https://www.g2.com/categories/project-and-portfolio-management) --- ## Reviewer Demographics ### By Company Size | Segment | Cascade | OpenText Project and Portfolio Management (PPM) | |---|---|---| | **Small-Business** | 34.3% | 20.8% | | **Mid-Market** | 42.6% | 12.5% | | **Enterprise** | 23.1% | 66.7% | ### By Industry #### Cascade - **Non-Profit Organization Management:** 10.0% - **Hospital & Health Care:** 6.7% - **Information Technology and Services:** 6.3% - **Higher Education:** 5.0% - **Financial Services:** 5.0% - **Government Administration:** 4.6% - **Education Management:** 4.2% - **Computer Software:** 3.8% - **Civic & Social Organization:** 2.9% - **Construction:** 2.9% - **Other:** 48.5% #### OpenText Project and Portfolio Management (PPM) - **Information Technology and Services:** 25.0% - **Telecommunications:** 8.3% - **Insurance:** 8.3% - **Broadcast Media:** 8.3% - **Non-Profit Organization Management:** 4.2% - **Mining & Metals:** 4.2% - **Mechanical or Industrial Engineering:** 4.2% - **Marketing and Advertising:** 4.2% - **Management Consulting:** 4.2% - **Hospital & Health Care:** 4.2% - **Other:** 25.0% --- ## Alternatives ### Alternatives to Cascade - [AchieveIt](https://www.g2.com/products/achieveit/reviews) — 4.4/5 stars (199 reviews) - [ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews) — 4.6/5 stars (177 reviews) - [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) — 4.4/5 stars (411 reviews) - [WorkBoard](https://www.g2.com/products/workboard/reviews) — 4.7/5 stars (103 reviews) - [Perdoo](https://www.g2.com/products/perdoo/reviews) — 4.4/5 stars (545 reviews) - [Profit.co](https://www.g2.com/products/profit-co/reviews) — 4.7/5 stars (494 reviews) - [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13798 reviews) - [Envisio](https://www.g2.com/products/envisio/reviews) — 4.7/5 stars (14 reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) — 4.6/5 stars (13168 reviews) - [Mooncamp](https://www.g2.com/products/mooncamp/reviews) — 4.8/5 stars (298 reviews) ### Alternatives to OpenText Project and Portfolio Management (PPM) - [Oracle Primavera](https://www.g2.com/products/oracle-primavera/reviews) — 4.4/5 stars (389 reviews) - [Clarity](https://www.g2.com/products/broadcom-clarity/reviews) — 3.7/5 stars (91 reviews) - [Microsoft Project & Portfolio Management](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) — 4.0/5 stars (1627 reviews) - [Planview Portfolios](https://www.g2.com/products/planview-portfolios/reviews) — 3.8/5 stars (88 reviews) - [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews) — 4.1/5 stars (541 reviews) - [Celoxis](https://www.g2.com/products/celoxis/reviews) — 4.6/5 stars (691 reviews) - [Smartsheet](https://www.g2.com/products/smartsheet/reviews) — 4.4/5 stars (22582 reviews) - [Workfront](https://www.g2.com/products/workfront/reviews) — 4.1/5 stars (1231 reviews) - [IBM Targetprocess](https://www.g2.com/products/ibm-targetprocess/reviews) — 4.3/5 stars (243 reviews) - [Jira](https://www.g2.com/products/jira/reviews) — 4.3/5 stars (7889 reviews) --- ## Top Discussions ### Cascade - Title: [Is Cascade a Project Management tool?](https://www.g2.com/discussions/project-management-bd5de5e4-7fd3-41d5-ab5f-cf1d984c13e2) — 3 comments, 1 upvote *(includes official response)* > **Top comment:** "No. It has some functionality – such as task tracking and simple gantt charts with visual dependencies – of a PM tool, but it isn’t trying to be a full..." - Title: [What is cascade strategy?](https://www.g2.com/discussions/what-is-cascade-strategy) — 2 comments, 1 upvote > **Top comment:** "It is the belief that strategy should be dynamic and alive in the day to day of those aspiring to deliver it. Cascade strategy is a platform of tools and..." - Title: [Does the pricing above include everything I need to start?](https://www.g2.com/discussions/starting-cascade) — 2 comments, 1 upvote *(includes official response)* > **Top comment:** "There are no hidden costs when using Cascade. Our Enterprise plan includes basic training for your administrators, whilst our Enterprise PLUS plan includes a..." - Title: [Do I need a credit card for the free trial?](https://www.g2.com/discussions/billing-d00d5d7d-e656-4524-82ee-7bf4157003f7) — 2 comments, 1 upvote *(includes official response)* > **Top comment:** "Absolutely not – our free trial is available with no payment details, instantly. Simply click here to get started right away." - Title: [How does billing work?](https://www.g2.com/discussions/billing-81283ba0-8885-4cd1-8718-4b696138f9a9) — 2 comments, 1 upvote *(includes official response)* > **Top comment:** "You’ll be billed annually in advance. For full flexibility, we also offer our Pro plan on a month-to-month basis, for around 20% more than the discounted..." ### OpenText Project and Portfolio Management (PPM) - Title: [Is there anyone who can help to export a HP-PPM schedule and import to P6?](https://www.g2.com/discussions/hp-ppm-integrate-to-p6) — 1 comment, 2 upvotes > **Top comment:** "Neels, I think that I could help you. Could you send me a sample of the data fields available from your original software? thanks, JJ ..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/cascade-strategy-cascade-vs-opentext-project-and-portfolio-management-ppm)