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# Planview Portfolios vs Upland PSA Comparison - What are their main differences?

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Planview PortfoliosUpland PSA[+ Add Product](#)

Reviews

**Planview Portfolios** [

3.8/5(90)

](https://www.g2.com/products/planview-portfolios/reviews#reviews)

**Upland PSA** [

4/5(121)

](https://www.g2.com/products/upland-psa/reviews#reviews)

Pricing

**Planview Portfolios**
No pricing available

**Upland PSA**
No pricing available

**Pricing Insights**
from reviews

Time to Implement

**Planview Portfolios**
5 months

Based on 6 responses

**Upland PSA**
3 monthsFaster

Based on 11 responses

Return on Investment

**Planview Portfolios**
9 months6 months sooner

Based on 6 responses

**Upland PSA**
15 months

Based on 7 responses

Perceived Cost

**Planview Portfolios**
Not enough reviews yet

**Upland PSA**
$$$$$

Average Discount

**Planview Portfolios**
Not enough reviews yet

**Upland PSA**
16%

 ![Planview Portfolios](https://images.g2crowd.com/uploads/product/hd_favicon/a6f0966df6383474f4cd0b22b887c698/planview-portfolios.svg "Planview Portfolios")

 ![Upland PSA](https://images.g2crowd.com/uploads/product/hd_favicon/86dd55276e3da321c4e859f6b15f5e49/upland-psa.svg "Upland PSA")

G2 offers free advice on this comparison.

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Pros & Cons

**Planview Portfolios**
[
Project Management (2)
](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103982&qs=pros-and-cons#reviews)[
Project Tracking (2)
](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103951&qs=pros-and-cons#reviews)[
Learning Curve (1)
](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103954&qs=pros-and-cons#reviews)[
Missing Features (1)
](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103960&qs=pros-and-cons#reviews)

**Upland PSA**
Not enough data

Integrations

**Planview Portfolios**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_de7b0518c01aad23330b32c4acb323dd/adp-workforce-now.jpg "Product Avatar Image")

Workforce Now

](https://www.g2.com/products/adp-workforce-now/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_2a3c6c39bf8b8eb277cfcd42d9bbca1e/asana.png "Product Avatar Image")

Asana

](https://www.g2.com/products/asana/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_898bef15d79b65ce781f705f68ac1ed6/microsoft-hands-on-labs.jpg "Product Avatar Image")

Azure DevOps Labs

](https://www.g2.com/products/azure-devops-labs/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_dbc216204b9197e5c0a1b6ac81e9b7e1/azure-devops-server.png "Product Avatar Image")

Azure DevOps Server

](https://www.g2.com/products/azure-devops-server/reviews)[
View all
](https://www.g2.com/products/planview-portfolios/integrations)

**Upland PSA**
Not enough data

Screenshots

**Planview Portfolios**
 ![Planview Portfolios screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1739913/Picture1.png)

**Upland PSA**
 ![Upland PSA screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/102724/WorkCenter.PNG)

Ratings

Meets Requirements

**Planview Portfolios**

7.8

7.838

**Upland PSA**

8.1

8.196

Ease of Use

**Planview Portfolios**

6.7

6.779

**Upland PSA**

7.2

7.297

Ease of Setup

**Planview Portfolios**

5.6

5.654

**Upland PSA**

7.1

7.159

Ease of Admin

**Planview Portfolios**

7.2

7.217

**Upland PSA**

7.7

7.762

Quality of Support

**Planview Portfolios**

7.4

7.434

**Upland PSA**

8.9

8.982

Has the product been a good partner in doing business?

**Planview Portfolios**

7.7

7.714

**Upland PSA**

8.6

8.661

Product Direction (% positive)

**Planview Portfolios**

7.2

7.238

**Upland PSA**

7.4

7.496

Features

Project and Portfolio Management[Hide 66 FeaturesShow 66 Features](javascript:void(0);)

9.2

42

Not enough data

Portfolio Management

Portfolio Types

8.7(won by default)

9

Not enough data

Planning

8.6(won by default)

16

Not enough data

Alignment

9.7(won by default)

10

Not enough data

Portfolio Mix

Not enough data

Not enough data

Resource Allocation & Planning

Not enough data

Not enough data

Project Management

Priorities

9.4(won by default)

11

Not enough data

Lean Management

7.7(won by default)

5

Not enough data

Dependencies

Not enough data

Not enough data

Deadline Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Change Management

Not enough data

Not enough data

Resource Management

Definition

9.5(won by default)

14

Not enough data

Optimization

9.3(won by default)

7

Not enough data

Allocation

Not enough data

Not enough data

Data & Analytics

Data Consolidation

9.5(won by default)

21

Not enough data

Visualizations

8.2(won by default)

16

Not enough data

Performance

9.2(won by default)

8

Not enough data

Risk Analysis

Not enough data

Not enough data

Strategy - Project and Portfolio Management

Visiblity

10.0(won by default)

13

Not enough data

Alignment

10.0(won by default)

7

Not enough data

Prioritization

10.0(won by default)

5

Not enough data

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

Risk Management

Not enough data

Not enough data

Implementation

Not enough data

Not enough data

Optimization

Not enough data

Not enough data

Timesheet Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Resource Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Requirements Management

Not enough data

Not enough data

Assignment Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Project Time Tracking

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Time & Expense Tracking

Not enough data

Not enough data

Project Tracking

Not enough data

Not enough data

ROI Tracking

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Portfolio Management

Not enough data

Not enough data

Additional Functionality

Collaboration Tools

Not enough data

Not enough data

Budgeting/Forecasting

Not enough data

Not enough data

Kanban Board

Not enough data

Not enough data

Projections

Not enough data

Not enough data

Demand Forecasting

Not enough data

Not enough data

Multiple Projects

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

API

Not enough data

Not enough data

Project Templates

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Dashboard

Not enough data

Not enough data

Gantt/Timeline View

Not enough data

Not enough data

Agile Methodologies

Not enough data

Not enough data

Planning Tools

Not enough data

Not enough data

Real-Time Updates

Not enough data

Not enough data

Project Workflow

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Professional Services Automation[Hide 73 FeaturesShow 73 Features](javascript:void(0);)

Not enough data

7.8

11

Customer Management

Customer Profiles

Not enough data

8.8(won by default)

10

|

Verified

Sales

Not enough data

8.3(won by default)

10

|

Verified

Marketing

Not enough data

8.3(won by default)

10

|

Verified

Client Portal

Not enough data

8.5(won by default)

9

|

Verified

Project Management

Project Planning

Not enough data

8.3(won by default)

10

|

Verified

Project Tracking

Not enough data

8.7(won by default)

10

|

Verified

Resource Definition

Not enough data

8.3(won by default)

10

|

Verified

Resource Management

Not enough data

8.0(won by default)

10

|

Verified

Resource Allocation & Planning

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Project Time Tracking

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Accounting

Revenue Recognition

Not enough data

7.5(won by default)

10

|

Verified

Invoice Management

Not enough data

8.2(won by default)

10

|

Verified

Payments

Not enough data

7.3(won by default)

10

Project Accounting

Not enough data

8.2(won by default)

10

|

Verified

Budget Tracking

Not enough data

8.5(won by default)

10

|

Verified

Time & Expense Tracking

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Billable Items Tracking

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Multiple Projects

Not enough data

Not enough data

Portfolio Management

Portfolio Definition

Not enough data

7.8(won by default)

9

Portfolio Performance

Not enough data

7.6(won by default)

9

Risk

Not enough data

7.7(won by default)

10

Portfolio Mix

Not enough data

7.3(won by default)

8

Analytics

Forecasting

Not enough data

8.2(won by default)

10

|

Verified

Reporting

Not enough data

7.7(won by default)

11

|

Verified

KPIs

Not enough data

8.1(won by default)

9

|

Verified

Real-Time Reporting

Not enough data

Not enough data

Administration

Standard Integrations

Not enough data

8.3(won by default)

9

|

Verified

Workflow

Not enough data

7.8(won by default)

10

|

Verified

Access Management

Not enough data

8.5(won by default)

9

|

Verified

Email Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Portfolio Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Timesheet Management

Not enough data

Not enough data

Accounting Integration

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Platform

APIs

Not enough data

8.1(won by default)

9

|

Verified

Internationalization

Not enough data

8.1(won by default)

8

|

Verified

Performance and Reliability

Not enough data

8.7(won by default)

9

|

Verified

Mobile

Not enough data

7.0(won by default)

9

|

Verified

Offline Access

Not enough data

5.0(won by default)

7

|

Verified

Generative AI

AI Text Generation

Not enough data

5.7(won by default)

5

AI Text Summarization

Not enough data

5.7(won by default)

5

Proposal Generation

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Artificial Intelligence - Professional Services Automation

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

Adaptive Learning

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Additional Functionality

Activity Dashboard

Not enough data

Not enough data

Gantt/Timeline View

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

CRM

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Project Templates

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Strategic Portfolio Management[Hide 22 FeaturesShow 22 Features](javascript:void(0);)

10.0

12

Not enough data

Strategic Planning - Strategic Portfolio Management

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

Visiblity

10.0(won by default)

7

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

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

Process Intelligence

Feature Not Available

Not enough data

Predictive Insights

Not enough data

Not enough data

Virtual Agents

Not enough data

Not enough data

Product Management[Hide 72 FeaturesShow 72 Features](javascript:void(0);)

8.6

8

Not enough data

Communication

Wiki Documentation

8.9(won by default)

6

Not enough data

Community Forum

8.3(won by default)

5

Not enough data

Customer Ideation

8.0(won by default)

5

Not enough data

NPS of Customers

Not enough data

Not enough data

Planning

Work Capacity

8.3(won by default)

6

Not enough data

Task Ranking

8.6(won by default)

6

Not enough data

Custom Workflows

8.1(won by default)

6

Not enough data

Release Forecasting

8.7(won by default)

5

Not enough data

Kanban Board

Not enough data

Not enough data

Projections

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Workflow Management

Progress Monitoring

9.3(won by default)

5

Not enough data

Budgeting

9.2(won by default)

6

Not enough data

Time Tracking

Not enough data

Not enough data

Team Scorecard

Feature Not Available

Not enough data

Progress Tracking

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Milestone Tracking

Not enough data

Not enough data

Task Progress Tracking

Not enough data

Not enough data

Project Tracking

Not enough data

Not enough data

Additional Functionality

Task Management

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Real-Time Updates

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Task Planning

Not enough data

Not enough data

Product Lifecycle Management

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

API

Not enough data

Not enough data

Resource Management

Not enough data

Not enough data

Planning Tools

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Requirements Management

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

@mentions

Not enough data

Not enough data

Multiple Projects

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Project Planning

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Release Planning

Not enough data

Not enough data

Customer Journey Mapping

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Gantt/Timeline View

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

To-Do List

Not enough data

Not enough data

Surveys & Feedback

Not enough data

Not enough data

Deadline Management

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Product Roadmapping

Not enough data

Not enough data

Idea Management

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Agile Methodologies

Not enough data

Not enough data

Timeline Management

Not enough data

Not enough data

File Management

Not enough data

Not enough data

Data Security

Not enough data

Not enough data

Project Templates

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Guest Access

Not enough data

Not enough data

Visualization

Not enough data

Not enough data

Show 4 feature categories with incomplete data

Collaboration & Productivity[Hide 45 FeaturesShow 45 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Third-Party Integrations

Not enough data

Not enough data

To-Do List

Not enough data

Not enough data

@mentions

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

File Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Screen Sharing

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Brainstorming

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

File Transfer

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Real Time Editing

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Chat/Messaging

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Assignment Management

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

File Sharing

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Task Progress Tracking

Not enough data

Not enough data

Discussions/Forums

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Video Conferencing

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

API

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Objectives and Key Results (OKR)[Hide 51 FeaturesShow 51 Features](javascript:void(0);)

Not enough data

Not enough data

Communication

360 Degree 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

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

Collaboration Tools

Not enough data

Not enough data

Agentic AI - Objectives and Key Results (OKR)

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Additional Functionality

Negative Feedback Management

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Employee Profiles

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

Task Progress Tracking

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Project Planning

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

API

Not enough data

Not enough data

Goal Setting/Tracking

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Real-Time Updates

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Progress Reports

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Goal Management

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Customizable Dashboard

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Strategic Planning

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

KPI Monitoring

Not enough data

Not enough data

Employee Management

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Enterprise Feedback Management[Hide 65 FeaturesShow 65 Features](javascript:void(0);)

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

Not enough data

AI Text Summarization

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Survey Management

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

Surveys & Feedback

Not enough data

Not enough data

Mobile Survey

Not enough data

Not enough data

Pulse Surveys

Not enough data

Not enough data

Process Management

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

360 Degree Feedback

Not enough data

Not enough data

Anonymous Feedback

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Text Analysis

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

System Management

Security

Not enough data

Not enough data

System Monitoring

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

GPS

Not enough data

Not enough data

Additional Functionality

Customer Experience Management

Not enough data

Not enough data

NPS of Employees

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Question Library

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Multi-Channel Distribution

Not enough data

Not enough data

Ratings/Reviews

Not enough data

Not enough data

Negative Feedback Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Text Fields

Not enough data

Not enough data

Customizable Questions

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Conditional Logic

Not enough data

Not enough data

Website Integration

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

API

Not enough data

Not enough data

NPS of Customers

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Survey/Poll Management

Not enough data

Not enough data

Segmentation

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

NPS Survey Structure

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Widgets

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Question Branching

Not enough data

Not enough data

Application Portfolio Management[Hide 7 FeaturesShow 7 Features](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - Application Portfolio Management

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

User Insights

Reviewers' Company Size

[![Planview Portfolios](https://images.g2crowd.com/uploads/product/hd_favicon/a6f0966df6383474f4cd0b22b887c698/planview-portfolios.svg "Planview Portfolios")](https://www.g2.com/products/planview-portfolios/reviews)

Planview Portfolios

Small-Business(50 or fewer emp.)

4.4%

Mid-Market(51-1000 emp.)

22.2%

Enterprise(\> 1000 emp.)

73.3%

[![Upland PSA](https://images.g2crowd.com/uploads/product/hd_favicon/86dd55276e3da321c4e859f6b15f5e49/upland-psa.svg "Upland PSA")](https://www.g2.com/products/upland-psa/reviews)

Upland PSA

Small-Business(50 or fewer emp.)

17.4%

Mid-Market(51-1000 emp.)

66.1%

Enterprise(\> 1000 emp.)

16.5%

Small-Business

(50 or fewer emp.)

4.4%

17.4%

Mid-Market

(51-1000 emp.)

22.2%

66.1%

Enterprise

(\> 1000 emp.)

73.3%

16.5%

Reviewers' Industry

[![Planview Portfolios](https://images.g2crowd.com/uploads/product/hd_favicon/a6f0966df6383474f4cd0b22b887c698/planview-portfolios.svg "Planview Portfolios")](https://www.g2.com/products/planview-portfolios/reviews)
Planview Portfolios

Information Technology and Services

14.5%

Insurance

12.0%

Financial Services

7.2%

Internet

6.0%

Hospital & Health Care

4.8%

Other

55.4%

[![Upland PSA](https://images.g2crowd.com/uploads/product/hd_favicon/86dd55276e3da321c4e859f6b15f5e49/upland-psa.svg "Upland PSA")](https://www.g2.com/products/upland-psa/reviews)
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%

Other

31.2%

Alternatives

**Planview Portfolios Alternatives**

 ![Microsoft Project & Portfolio Management](https://images.g2crowd.com/uploads/product/hd_favicon/1500313790/microsoft-microsoft-project-portfolio-management.svg "Microsoft Project & Portfolio Management")

[
MS Project
](/products/microsoft-microsoft-project-portfolio-management/reviews)

 ![Oracle Primavera](https://images.g2crowd.com/uploads/product/hd_favicon/56b248a7b6dba6b444c9caa1f618769d/oracle-primavera.svg "Oracle Primavera")

[
Oracle Primavera
](/products/oracle-primavera/reviews)

 ![Clarity](https://images.g2crowd.com/uploads/product/hd_favicon/279ab2028dadc9bfb6b5a245153106e1/broadcom-clarity.svg "Clarity")

[
Clarity
](/products/broadcom-clarity/reviews)

 ![Wrike](https://images.g2crowd.com/uploads/product/hd_favicon/e7b3c8ae7b46d6fdecc3c383064c2ca8/wrike.svg "Wrike")

[
Wrike
](/products/wrike/reviews)

**Upland PSA Alternatives**

 ![Deltek Replicon Time](https://images.g2crowd.com/uploads/product/hd_favicon/1d002c105dce4446bb17ba510502ff77/deltek-replicon-time.svg "Deltek Replicon Time")

[
Deltek Replicon Time
](/products/deltek-replicon-time/reviews)

 ![Certinia PS Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/b9465a040b561681ad19b753d4cf7b15/financialforce-professional-services-cloud.svg "Certinia PS Cloud")

[
Certinia PS Cloud
](/products/certinia-ps-cloud/reviews)

 ![Planview AdaptiveWork](https://images.g2crowd.com/uploads/product/hd_favicon/a6f0966df6383474f4cd0b22b887c698/planview-adaptivework.svg "Planview AdaptiveWork")

[
Planview AdaptiveWork
](/products/planview-adaptivework/reviews)

 ![SuiteProjects Pro](https://images.g2crowd.com/uploads/product/hd_favicon/4b02508eaf1eed7c1c991b5f0ce3fab7/suiteprojects-pro.svg "SuiteProjects Pro")

[
SuiteProjects Pro
](/products/suiteprojects-pro/reviews)

## Planview Portfolios vs Upland PSA

When assessing the two solutions, reviewers found Upland PSA easier to use, set up, and administer. Reviewers also preferred doing business with Upland PSA overall.

- Reviewers felt that Upland PSA meets the needs of their business better than Planview Portfolios.
- When comparing quality of ongoing product support, reviewers felt that Upland PSA is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Upland PSA over Planview Portfolios.