# Planview Portfolios vs Upland PSA Comparison

| | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Star Rating** | 3.8 out of 5 | 4.0 out of 5 | 
| **Total Reviews** | 88 | 121 | 
| **Largest Market Segment** | Enterprise (72.7% of reviews) | Mid-Market (66.1% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### Planview Portfolios

Pros:
- Project Management (2 reviews)
- Project Tracking (2 reviews)

Cons:
- Learning Curve (1 reviews)
- Missing Features (1 reviews)

### Upland PSA

**Not enough data**

---
## Ratings Comparison
| Rating | Planview Portfolios | Upland PSA | 
|---|---|---|
  | **Meets Requirements** | 7.8 (38 reviews) | 8.1 (96 reviews) | 
  | **Ease of Use** | 6.7 (79 reviews) | 7.2 (97 reviews) | 
  | **Ease of Setup** | 5.6 (54 reviews) | 7.1 (59 reviews) | 
  | **Ease of Admin** | 7.2 (17 reviews) | 7.7 (62 reviews) | 
  | **Quality of Support** | 7.4 (34 reviews) | 8.9 (82 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.7 (14 reviews) | 8.6 (61 reviews) | 
  | **Product Direction (% positive)** | 7.2 (38 reviews) | 7.4 (96 reviews) | 

---
## Pricing

### Planview Portfolios

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Upland PSA

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Project and Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **Planview Portfolios** | 9.2/10 | 42 |
| **Upland PSA** | N/A | N/A |

#### Portfolio Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Portfolio Types** | 8.7 (9 reviews) | Not enough data | 
| **Planning** | 8.6 (16 reviews) | Not enough data | 
| **Alignment** | 9.7 (10 reviews) | Not enough data | 
| **Portfolio Mix** | Not enough data | Not enough data | 

#### Project Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Dependencies** | Not enough data | Not enough data | 
| **Priorities** | 9.4 (11 reviews) | Not enough data | 
| **Lean Management** | 7.7 (5 reviews) | Not enough data | 

#### Resource Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Definition** | 9.5 (14 reviews) | Not enough data | 
| **Allocation** | Not enough data | Not enough data | 
| **Optimization** | 9.3 (7 reviews) | Not enough data | 

#### Data & Analytics

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Data Consolidation** | 9.5 (21 reviews) | Not enough data | 
| **Visualizations** | 8.2 (16 reviews) | Not enough data | 
| **Performance** | 9.2 (8 reviews) | Not enough data | 
| **Risk Analysis** | Not enough data | Not enough data | 

#### Strategy - Project and Portfolio Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **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** | 10.0 (13 reviews) | Not enough data | 
| **Alignment** | 10.0 (7 reviews) | 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** | 10.0 (5 reviews) | Not enough data | 

### Objectives and Key Results (OKR)

| Product | Score | Reviews |
|---|---|---|
| **Planview Portfolios** | N/A | N/A |
| **Upland PSA** | N/A | N/A |

#### Communication

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Feedback** | Not enough data | Not enough data | 
| **Confidence Levels** | Not enough data | Not enough data | 
| **Messaging Integrations** | Not enough data | Not enough data | 
| **Onboarding** | Not enough data | Not enough data | 

#### Goal Creation

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Team OKR** | Not enough data | Not enough data | 
| **Individual OKR** | Not enough data | Not enough data | 
| **Mind Mapping** | Not enough data | Not enough data | 
| **Action Item Creation** | Feature Not Available | Not enough data | 

#### Agentic AI - Objectives and Key Results (OKR)

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Professional Services Automation

| Product | Score | Reviews |
|---|---|---|
| **Planview Portfolios** | N/A | N/A |
| **Upland PSA** | 7.8/10 | 11 |

#### Customer Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Customer Profiles** | Not enough data | 8.8 (10 reviews) ✓ Verified | 
| **Sales** | Not enough data | 8.3 (10 reviews) ✓ Verified | 
| **Marketing** | Not enough data | 8.3 (10 reviews) ✓ Verified | 
| **Client Portal** | Not enough data | 8.5 (9 reviews) ✓ Verified | 

#### Project Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Project Planning** | Not enough data | 8.3 (10 reviews) ✓ Verified | 
| **Project Tracking** | Not enough data | 8.7 (10 reviews) ✓ Verified | 
| **Resource Definition** | Not enough data | 8.3 (10 reviews) ✓ Verified | 
| **Resource Management** | Not enough data | 8.0 (10 reviews) ✓ Verified | 

#### Accounting

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Revenue Recognition** | Not enough data | 7.5 (10 reviews) ✓ Verified | 
| **Invoice Management** | Not enough data | 8.2 (10 reviews) ✓ Verified | 
| **Payments** | Not enough data | 7.3 (10 reviews) | 
| **Project Accounting** | Not enough data | 8.2 (10 reviews) ✓ Verified | 
| **Budget Tracking** | Not enough data | 8.5 (10 reviews) ✓ Verified | 

#### Portfolio Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Portfolio Definition** | Not enough data | 7.8 (9 reviews) | 
| **Portfolio Performance** | Not enough data | 7.6 (9 reviews) | 
| **Risk** | Not enough data | 7.7 (10 reviews) | 
| **Portfolio Mix** | Not enough data | 7.3 (8 reviews) | 

#### Analytics

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Forecasting** | Not enough data | 8.2 (10 reviews) ✓ Verified | 
| **Reporting** | Not enough data | 7.7 (11 reviews) ✓ Verified | 
| **KPIs** | Not enough data | 8.1 (9 reviews) ✓ Verified | 

#### Administration

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Standard Integrations** | Not enough data | 8.3 (9 reviews) ✓ Verified | 
| **Workflow** | Not enough data | 7.8 (10 reviews) ✓ Verified | 
| **Access Management** | Not enough data | 8.5 (9 reviews) ✓ Verified | 

#### Platform

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **APIs** | Not enough data | 8.1 (9 reviews) ✓ Verified | 
| **Internationalization** | Not enough data | 8.1 (8 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 8.7 (9 reviews) ✓ Verified | 
| **Mobile** | Not enough data | 7.0 (9 reviews) ✓ Verified | 
| **Offline Access** | Not enough data | 5.0 (7 reviews) ✓ Verified | 

#### Generative AI

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **AI Text Generation** | Not enough data | 5.7 (5 reviews) | 
| **AI Text Summarization** | Not enough data | 5.7 (5 reviews) | 

#### Artificial Intelligence - Professional Services Automation

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Predictive Forecasting** | Not enough data | Not enough data | 
| **Smart task suggestions** | Not enough data | Not enough data | 
| **Automated workflows** | Not enough data | Not enough data | 

#### Agentic AI - Professional Services Automation

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Enterprise Feedback Management

| Product | Score | Reviews |
|---|---|---|
| **Planview Portfolios** | N/A | N/A |
| **Upland PSA** | N/A | N/A |

#### Generative AI

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Survey Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Brand Design Consistency** | Not enough data | Not enough data | 
| **Survey Deployment** | Not enough data | Not enough data | 
| **Feedback Collection** | Not enough data | Not enough data | 
| **Device Responsiveness** | Not enough data | Not enough data | 

#### Process Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Feedback Aggregation** | Not enough data | Not enough data | 
| **Trigger Alerts** | Not enough data | Not enough data | 
| **Real-Time Analysis** | Not enough data | Not enough data | 
| **Real-Time Action** | Not enough data | Not enough data | 

#### System Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Security** | Not enough data | Not enough data | 
| **System Monitoring** | Not enough data | Not enough data | 

### Strategic Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **Planview Portfolios** | 10.0/10 | 12 |
| **Upland PSA** | N/A | N/A |

#### Strategic Planning - Strategic Portfolio Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **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 | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Visiblity** | 10.0 (7 reviews) | 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 | Planview Portfolios | Upland PSA | 
|---|---|---|
| **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 | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Process Intelligence** | Feature Not Available | Not enough data | 
| **Predictive Insights** | Not enough data | Not enough data | 
| **Virtual Agents** | Not enough data | Not enough data | 

### Application Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **Planview Portfolios** | N/A | N/A |
| **Upland PSA** | N/A | N/A |

#### Agentic AI - Application Portfolio Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **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** | Feature Not Available | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Feature Not Available | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Product Management

| Product | Score | Reviews |
|---|---|---|
| **Planview Portfolios** | 8.6/10 | 8 |
| **Upland PSA** | N/A | N/A |

#### Communication

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Wiki Documentation** | 8.9 (6 reviews) | Not enough data | 
| **Community Forum** | 8.3 (5 reviews) | Not enough data | 
| **Customer Ideation** | 8.0 (5 reviews) | Not enough data | 

#### Planning

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Work Capacity** | 8.3 (6 reviews) | Not enough data | 
| **Task Ranking** | 8.6 (6 reviews) | Not enough data | 
| **Kanban Board** | Not enough data | Not enough data | 
| **Custom Workflows** | 8.1 (6 reviews) | Not enough data | 
| **Release Forecasting** | 8.7 (5 reviews) | Not enough data | 

#### Workflow Management

| Feature | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Time Tracking** | Not enough data | Not enough data | 
| **Progress Monitoring** | 9.3 (5 reviews) | Not enough data | 
| **Budgeting** | 9.2 (6 reviews) | Not enough data | 
| **Team Scorecard** | Feature Not Available | Not enough data | 

---
## Categories

**Unique to Planview Portfolios (6):** [Project and Portfolio Management Software](https://www.g2.com/categories/project-and-portfolio-management), [Product Management Software](https://www.g2.com/categories/product-management-software), [Application Portfolio Management Software](https://www.g2.com/categories/application-portfolio-management), [Enterprise Feedback Management Software](https://www.g2.com/categories/enterprise-feedback-management), [Strategic Portfolio Management Software](https://www.g2.com/categories/strategic-portfolio-management), [Objectives and Key Results (OKR) Software](https://www.g2.com/categories/objectives-and-key-results-okr)

**Unique to Upland PSA (1):** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)


---
## Reviewer Demographics

### By Company Size

| Segment | Planview Portfolios | Upland PSA | 
|---|---|---|
| **Small-Business** | 4.5% | 17.4% | 
| **Mid-Market** | 22.7% | 66.1% | 
| **Enterprise** | 72.7% | 16.5% | 

### By Industry

#### Planview Portfolios

- **Information Technology and Services:** 14.5%
- **Insurance:** 12.0%
- **Financial Services:** 7.2%
- **Internet:** 6.0%
- **Hospital & Health Care:** 4.8%
- **Logistics and Supply Chain:** 4.8%
- **Aviation & Aerospace:** 3.6%
- **Accounting:** 2.4%
- **Chemicals:** 2.4%
- **Civil Engineering:** 2.4%
- **Other:** 39.8%

#### Upland PSA

- **Information Technology and Services:** 25.7%
- **Computer Software:** 22.0%
- **Marketing and Advertising:** 9.2%
- **Management Consulting:** 8.3%
- **Non-Profit Organization Management:** 3.7%
- **Oil & Energy:** 2.8%
- **Financial Services:** 2.8%
- **Computer & Network Security:** 1.8%
- **Architecture & Planning:** 1.8%
- **Computer Networking:** 0.9%
- **Other:** 21.1%

---
## Alternatives

### Alternatives to Planview Portfolios

- [Microsoft Project & Portfolio Management](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) — 4.0/5 stars (1627 reviews)
- [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)
- [Wrike](https://www.g2.com/products/wrike/reviews) — 4.2/5 stars (4538 reviews)
- [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13810 reviews)
- [Jira](https://www.g2.com/products/jira/reviews) — 4.3/5 stars (7900 reviews)
- [IBM Targetprocess](https://www.g2.com/products/ibm-targetprocess/reviews) — 4.3/5 stars (243 reviews)
- [Aha!](https://www.g2.com/products/aha/reviews) — 4.4/5 stars (365 reviews)
- [Smartsheet](https://www.g2.com/products/smartsheet/reviews) — 4.4/5 stars (22631 reviews)
- [OpenText Project and Portfolio Management (PPM)](https://www.g2.com/products/opentext-project-and-portfolio-management-ppm/reviews) — 4.0/5 stars (29 reviews)

### Alternatives to Upland PSA

- [Deltek Replicon Time](https://www.g2.com/products/deltek-replicon-time/reviews) — 4.3/5 stars (793 reviews)
- [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) — 4.3/5 stars (673 reviews)
- [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews) — 4.1/5 stars (542 reviews)
- [SuiteProjects Pro](https://www.g2.com/products/suiteprojects-pro/reviews) — 3.7/5 stars (231 reviews)
- [BQE CORE](https://www.g2.com/products/core-bqe-software-inc/reviews) — 4.3/5 stars (449 reviews)
- [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) — 4.2/5 stars (1536 reviews)
- [Wrike](https://www.g2.com/products/wrike/reviews) — 4.2/5 stars (4538 reviews)
- [Autotask](https://www.g2.com/products/autotask/reviews) — 4.3/5 stars (621 reviews)
- [Teamwork.com](https://www.g2.com/products/teamwork-com/reviews) — 4.4/5 stars (1215 reviews)
- [Journyx](https://www.g2.com/products/journyx/reviews) — 4.3/5 stars (123 reviews)

---
## Top Discussions

### Planview Portfolios

- Title: [What is Planview Enterprise One?](https://www.g2.com/discussions/what-is-planview-enterprise-one) — 1 comment
  > **Top comment:** "Weekly timesheet entry software that tracks hrs worked on project and leaves taken along with budget calculations per project"

### Upland PSA

- Title: [What kind of pricing does Tenrox offer?](https://www.g2.com/discussions/what-kind-of-pricing-does-tenrox-offer) — 1 comment, 2 upvotes
  > **Top comment:** "Hi! 

We price based on users/month.
We would be happy to explore pricing options with you, according to your specific requirements.

Reach out!..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/planview-portfolios-vs-upland-psa)