# Planview Portfolios Reviews **Vendor:** Planview **Category:** [Enterprise Feedback Management Software](https://www.g2.com/categories/enterprise-feedback-management) **Average Rating:** 3.8/5.0 **Total Reviews:** 85 ## About 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. Planview’s strategic portfolio management solution empowers enterprise PMOs, EPMOs, transformation leaders, and product portfolio organizations at organizations including FedEx, Dow Chemical, Endress+Hauser, and UPS to navigate their transformation journey, adapt with change, and accelerate on-strategy delivery. ## Planview Portfolios Pros & Cons **What users like:** - Users value the **ease of project and resource management** in Planview Portfolios, enhancing overall project control and reporting. (2 reviews) - Users value the **robust project tracking** capabilities of Planview Portfolios, enhancing management and reporting efficiency. (2 reviews) - Users value the **automation features** in Planview Portfolios, streamlining workflow and enhancing reporting capabilities. (1 reviews) - Users value the **customization of lifecycle workflows** in Planview Portfolios, enabling tailored approval processes and improved reporting. (1 reviews) - Users value the **customizability** of Planview Portfolios, which enhances portfolio and project management efficiency. (1 reviews) - Customization (1 reviews) - Navigation Ease (1 reviews) - Organization (1 reviews) - Progress Tracking (1 reviews) - Reporting (1 reviews) **What users dislike:** - Users find the **lengthy support process** cumbersome, as it takes considerable time to resolve issues effectively. (1 reviews) - Users find the **missing features** in Planview Portfolios hindered dynamic input capabilities for enhanced UX screen design. (1 reviews) - Users suggest a need for a **more intuitive design** in Planview Portfolios to enhance usability and dynamic input capabilities. (1 reviews) - Users find the **poor layout design** frustrating, as it lacks dynamic features for improved user input experience. (1 reviews) - Users call for a **poor UI overhaul** to enhance dynamic input features and improve overall usability. (1 reviews) - Slow Loading (1 reviews) - Ticket Management (1 reviews) - Time-Consuming (1 reviews) - Time-Consumption (1 reviews) ## Planview Portfolios Reviews ### 1. Versatile but Needs Better User Roles Management **Rating:** 4.0/5.0 stars **Reviewed by:** Lynette P. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** I use Planview Portfolios for project management, financial management, capacity planning, and resource management. I like that it allows us to create and deliver meaningful dashboards and reporting. The versatility and ability to customize views and extract data, as well as manage all project details within one project entry, really stand out for me. I also appreciate the export feature and the status reporting, as they allow me to look at data in any way I want on the fly. I can easily export it and manipulate it within Power BI, Power Apps, or Excel, which is very convenient. **What do you dislike about Planview Portfolios?** I need help with roles and permissions, especially when a single user can have multiple roles. It's hard to set controls on what people can edit without updating roles and permissions for each user. User adoption is slow because most of our users, who are project managers, don't find it easy to use. We also want visibility of supplier-filled roles and there's a lack of a solution for SOW management within the tool. Without an SAP integration, managing actuals is painful. **What problems is Planview Portfolios solving and how is that benefiting you?** Planview Portfolios lets me create and deliver meaningful dashboards and reporting, customize views, and manage project details in one entry. I can export data to manipulate in Power BI, Power Apps, or Excel easily. ### 2. Strong Portfolio Planning Tools, but a Challenging Interface for Project Managers **Rating:** 3.5/5.0 stars **Reviewed by:** Kym G. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** The ability to Crete portfolios and provide tools for investment and capacity planning **What do you dislike about Planview Portfolios?** The interface is not user friendly and is challenging for Project Managers to use when managing a project plan. I have a lot of negative feedback from PMs about the interface for their work. Reports are pretty old school looking, we will likely focus more planview.me for more impactful reports. **What problems is Planview Portfolios solving and how is that benefiting you?** Our goal is to use it as a strategic portfolio management tool. It's been used for many years as a time tracking tool. Getting utilization metrics is great, but now we need to take that to the next level of planning. We recently introduced the intake process in the tool and this has helped us tremendously with transparency of proposed projects and in the investment of our resources. I have a vision of what it could solve, but we aren't there yet. ### 3. Planview Portfolios Transformed Our Data-Driven Enterprise Portfolio Strategy **Rating:** 5.0/5.0 stars **Reviewed by:** Richard M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** Planview Portfolios allows me to leverage the data we collect into fact-based (data-driven) decisions for execution and investment. The success we’ve experienced with Portfolios has transformed our understanding and helped us expand our perspective from the portfolio level to the enterprise level (a collection of many portfolios) for strategic portfolio management. **What do you dislike about Planview Portfolios?** I dislike the difficulty that we experience moving data into Portfolios. We have overcome this by using Project, which permits ingestion of the Data. In a perfect world, the ingestion of data could occur in Project, Portfolio, and Agile place with the 1-step importation feature, **What problems is Planview Portfolios solving and how is that benefiting you?** The team uses Planview Portfolios as the enterprise-level system of record. This makes governance more effective and allows the easy access of information to help guide next and future investment decisions. ### 4. Powerful Strategic Planning and Customizable Portfolio Management **Rating:** 5.0/5.0 stars **Reviewed by:** Michael M. | Senior Manager IT Strategy and Planning, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** I like the strategic planning tools and the options for customizing our portfolio management model **What do you dislike about Planview Portfolios?** The UI can be a bit cumbersome especially when it comes to creating column sets and filter/building a portfolio with Planview. There are some common activities like adding columns, sorting filtering etc, that require multiple windows and a complex navigation. **What problems is Planview Portfolios solving and how is that benefiting you?** It solves the problem of supporting complex planning and managing a project portfolio at scale. It also helps with many other things like resource management and acting as a data source of record that can feed a variety of analysis, reporting and insights ### 5. Highly Customizable with Potential for User Experience Improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Elizabeth B. | Business Operating System Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** I like how customizable Planview Portfolios is. It really helps with project visibility across our business and tracking resource hours related to new product introductions. I find the rolling up of financials and project dates to be especially beneficial. **What do you dislike about Planview Portfolios?** The user experience around time approval isn’t great, it feels old. The initial setup was complex as we didn’t know what we didn’t know. **What problems is Planview Portfolios solving and how is that benefiting you?** I use Planview Portfolios for project visibility across our business and tracking resource hours in NPD. ### 6. Connects Strategy to Roadmaps, Capacity, and Market Performance **Rating:** 5.0/5.0 stars **Reviewed by:** amit p. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** It helps us connect strategy with product roadmaps, investments, capacity planning, project execution, and market performance. This is exactly what we needed to support executive-level decision-making. **What do you dislike about Planview Portfolios?** I ran into issues when working with large or long WBS (work breakdown structure) setups. **What problems is Planview Portfolios solving and how is that benefiting you?** A real-time, connected view of strategy, investments, product roadmaps, projects, and market performance. It helps ensure we’re building the right products (decision-making) and then executing development in the right way (execution). ### 7. Strong Reporting and OKRs That Keep Us on Track **Rating:** 4.0/5.0 stars **Reviewed by:** Emily F. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** I like the reporting capabilities and being able to have the other capabilities such as OKRs. **What do you dislike about Planview Portfolios?** I wish we had real time data. We had that in PPM Pro and we really miss it. We also really miss the Kanban board view from PPM Pro. **What problems is Planview Portfolios solving and how is that benefiting you?** We can keep track of where our projects are and have time tracked to them. The ICP portion is also incredibly beneficial to our Program Managers. ### 8. Great Portfolio Tracking and Business Unit Affordability Controls **Rating:** 4.0/5.0 stars **Reviewed by:** Noemi V. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** That you can track projects within a portfolio and set an affordability within a Business unit. **What do you dislike about Planview Portfolios?** my pain points with Planview is that we started 10 years ago and the functionality we use now sucks. We have way too many custom attributes,I wish we can start all over and enable all new features. **What problems is Planview Portfolios solving and how is that benefiting you?** Organized way to review priority of projects within a portfolio across the enterprise. ### 9. Mixed Experience: Great Features but Setup and Usability Challenges **Rating:** 2.5/5.0 stars **Reviewed by:** April B. | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** I enjoy the integrations and how everything connects with Planview Portfolios. The product offers a product and project hybrid model and has an easier pricing model that includes all the features we need, like OKRs. **What do you dislike about Planview Portfolios?** I don't like how many clicks it takes to get somewhere. **What problems is Planview Portfolios solving and how is that benefiting you?** Planview Portfolios provides shared visibility, helps us invest in the right things, and connects demand pipeline to outcomes. ### 10. Planview Portfolios Helps Us Focus on High-Value Work and Plan with Precision **Rating:** 5.0/5.0 stars **Reviewed by:** Karin W. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** Planview Portfolios allows us to work smarter by focusing on the most valuable work and increasing the precision of our planning efforts. **What do you dislike about Planview Portfolios?** It's breadth of features and capabilities are extremely powerful, but this also creates a challenge in rolling out capabilities at scale. **What problems is Planview Portfolios solving and how is that benefiting you?** Planview automates reporting to provide a single-source-of-truth project status report optimized for governance and regulatory oversight. ### 11. Great Portfolio Reporting for Project and Program Managers **Rating:** 5.0/5.0 stars **Reviewed by:** Tyrell L. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** Planview Portfolios is a great tool for project/Program managers to input Portfolio Data and report out using out of the box reporting and third party reporting for executive leadership. **What do you dislike about Planview Portfolios?** For new Users, Planview Portfolios can be a little overwhelming and can dissuade new users from continuing to use the tool. **What problems is Planview Portfolios solving and how is that benefiting you?** It allows for robust reporting on Portfolio Data. ### 12. Strong Portfolio Visibility and Easy Time Tracking, with Room to Grow **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** It's a strong tool for enterprise portfolio visibility and strategic planning. We mainly use it for time tracking which it handles well, and isn't a super time-intensive exercise. **What do you dislike about Planview Portfolios?** The platform has a learning curve, particularly for new users and some workflows are not as intuitive as they could be. It works best when supported by clearly defined internal processes and consistent data management. **What problems is Planview Portfolios solving and how is that benefiting you?** The platform provides better transparency into project status and strategic alignment which helps improve decision making and makes it easier to identify competing priorities or resource constraints early. ### 13. Centralized Work & Resource Management with Clear Capacity Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** The consolidation of work and resource management into a centralized view where we can manage and monitor work and track capacity. I also like the ability to define column sets and the clean extracts as well. **What do you dislike about Planview Portfolios?** Many of our users feel it's not an intuitive tool and struggle to find what they need. There is a lot of functionality available and hard to know where it is. **What problems is Planview Portfolios solving and how is that benefiting you?** We did not have a centralized view of our entire portfolio and did not have a view into the resources and their capacity. ### 14. Empowers Strategic Management but Needs Data Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Sandra T. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** I like Planview Portfolios because it gives me full visibility and real-time data, which helps with quick decision making. **What do you dislike about Planview Portfolios?** Data consistency. And data governance. Pretty difficult initial setup. **What problems is Planview Portfolios solving and how is that benefiting you?** Planview Portfolios helps connect work to strategy and prioritize the right work. It offers full visibility and real-time data, allowing for quick decision making. ### 15. Great Single View of Work, but Clunky Navigation and Limited Customization **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** It gives our organization a single, consolidated view of our entire Book of Work. We can quickly see demand, capacity, and the costs tied to all work in one place—something we didn’t have before. **What do you dislike about Planview Portfolios?** Navigation feels clunky, and the plans seem to fluctuate. Customization options are limited, so it’s hard to tailor things the way I’d like. **What problems is Planview Portfolios solving and how is that benefiting you?** It provides us with visibility into our book of work and supports reporting on it. It also helps document everything in a way that’s easy for executives to consume. ### 16. Strategy & Transformation **Rating:** 4.5/5.0 stars **Reviewed by:** Namrata S. | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** Holistic view of the portfolio and alignment with the strategic vision **What do you dislike about Planview Portfolios?** Can get complicated so there is a learning curve to set it up and start using it. **What problems is Planview Portfolios solving and how is that benefiting you?** It provides a standardized tool for PPM, rather than relying on home-grown tools and Excel spreadsheets. ### 17. Game-Changing Portfolio Visibility for Better Planning **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** Having the central visibility to the project portfolios and resource capacity has been a game changer for our company. It has enabled us to really improve our yearly planning with visibility to teams that have resource challenges **What do you dislike about Planview Portfolios?** Access to data and availability of the reporting is currently limited. Excited about some of the upcoming improvements and we are working to bring in Automart to help **What problems is Planview Portfolios solving and how is that benefiting you?** It is giving our company visibility to the enterprise projects, resources and capacity issues ### 18. Super easy to use and integrates valuable tools for management. **Rating:** 5.0/5.0 stars **Reviewed by:** Reynaldo C. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** It is super easy to use and integrates multiple valuable tools for management. **What do you dislike about Planview Portfolios?** It has too many features and makes it difficult to adopt the tool in the short term. **What problems is Planview Portfolios solving and how is that benefiting you?** Facilitate the analysis of demand and capacity and the monitoring of plans. ### 19. Strong Capacity & Prioritization Insights, But UI Usability Needs Work **Rating:** 3.5/5.0 stars **Reviewed by:** john o. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** information that assist with running and managing key aspects of the business like capacity and prioritization **What do you dislike about Planview Portfolios?** Use of ease and UI. difficult to implement **What problems is Planview Portfolios solving and how is that benefiting you?** Prioritizing our intake and ensure we aligning new work to strategy and have the ability to success ### 20. Powerful, Detailed Project Tracking Functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** I like the product’s functionality, especially the level of detail it can track from a project perspective. **What do you dislike about Planview Portfolios?** It can be challenging for new users to adopt because there are a lot of layers to the product. In addition, it sometimes feels like we run into system glitches that we try to understand, and those can be complex to figure out. **What problems is Planview Portfolios solving and how is that benefiting you?** Planview is helping us address our resource management needs, and it also supports our strategy and portfolio management. ### 21. Easy to Use and Configure, with Solutions for Every Scenario **Rating:** 5.0/5.0 stars **Reviewed by:** Sasha M. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** I like how easy it is to use and configure, and many solutions for different scenarios. **What do you dislike about Planview Portfolios?** Refresh rates and success of data sets. Sometimes refresh takes a good amount of time. **What problems is Planview Portfolios solving and how is that benefiting you?** program management, resource management and capacity, reporting capabilities ### 22. Flexible Key Initiatives and Custom Report Hosting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** Ability to host custom reports, and the flexibility of Key Initiatives. And the ability to easily create custom portfolios so quickly that resonate with me. **What do you dislike about Planview Portfolios?** The OKR module is very basic. It would be great to support data types for Key Result Metrics. How ProjectPlace manages KPIs is an example for the Data types. **What problems is Planview Portfolios solving and how is that benefiting you?** Consolidation of Initiatives and strategies from a global organization.. Singe Source of Truth for Key Initiatives across all regions rolled up. ### 23. Gantt View Makes Project Tracking Effortless **Rating:** 4.0/5.0 stars **Reviewed by:** Launa H. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** Being able to see all my projects in gnatt view **What do you dislike about Planview Portfolios?** I like everything about it so far and the ease of use **What problems is Planview Portfolios solving and how is that benefiting you?** Its helping to be able to see all the projects in an overall view ### 24. Powerful Portfolio Insights, Though the Interface Takes Getting Used To **Rating:** 3.5/5.0 stars **Reviewed by:** Kevin Z. | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** The tool provides the key insights needed to make critical portfolio decisions. **What do you dislike about Planview Portfolios?** It can be complex to users not familiar with the interface. **What problems is Planview Portfolios solving and how is that benefiting you?** It gives users insight into where things stand on our organizations projects. ### 25. Promising Integrations, but Too Much Manual Effort to Fix Issues **Rating:** 2.5/5.0 stars **Reviewed by:** Flavia A. | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** Possibly for integrations with other external applications **What do you dislike about Planview Portfolios?** A lot of manual effort to fix the things **What problems is Planview Portfolios solving and how is that benefiting you?** Portfolios replaced the previous application and made possible to entire IT organization booking time in project and product ### 26. Great Transparency and Planning, But Too Many Clicks and Limited Reports **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** portfolio transparency, proper financial management, resource and capacity planning **What do you dislike about Planview Portfolios?** too many clicks, need to optimize the number of clicks. out of the box reports are very limited **What problems is Planview Portfolios solving and how is that benefiting you?** the ability to see a complete EAC view (actuals + forecast) of our initiatives from Build (development) to KLO ( maintenance) benefit has been great, as it has uncovered projects with over runs, budget constraints, issues, etc. ### 27. Great single source of truth for portfolio management **Rating:** 3.5/5.0 stars **Reviewed by:** Jenna S. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** Single source of truth for portfolio management **What do you dislike about Planview Portfolios?** Progression engine moving dates around that shouldn't be moved **What problems is Planview Portfolios solving and how is that benefiting you?** Creating a place to manage projects, programs and our portfolio ### 28. Robust and Feature-Rich, but Unreliable with Lacking Support **Rating:** 2.5/5.0 stars **Reviewed by:** Jennifer W. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** It is a robust system and has a lot of functionality **What do you dislike about Planview Portfolios?** It doesn't always work and support is lacking **What problems is Planview Portfolios solving and how is that benefiting you?** Visablity and transparency across the org ### 29. Planview Review **Rating:** 4.5/5.0 stars **Reviewed by:** Diane Y. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** Leadership standard reporting across business units **What do you dislike about Planview Portfolios?** No "undo" functionality. Scheduling is not as robust as MS Project (ex) **What problems is Planview Portfolios solving and how is that benefiting you?** Standardization of processes across business units ### 30. Excellent ICP Priority Management **Rating:** 5.0/5.0 stars **Reviewed by:** Diane K. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** The ability to to manage priorities for ICP. **What do you dislike about Planview Portfolios?** Slow performance in timelines and loading Planning portfolios **What problems is Planview Portfolios solving and how is that benefiting you?** Prioritization of projects to plan and forecast. ### 31. A Single Version of the Truth You Can Trust **Rating:** 4.5/5.0 stars **Reviewed by:** Michael O. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** Single version of the project truth for everyone **What do you dislike about Planview Portfolios?** inconsistent features and views across the tool **What problems is Planview Portfolios solving and how is that benefiting you?** Single point of communication for project information ### 32. Centralizes Our Data Seamlessly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** Planview Portfolios is most helpful in centralizing data that had previously not been centralized. **What do you dislike about Planview Portfolios?** Planview Portfolios could be more intuitive to a new user. **What problems is Planview Portfolios solving and how is that benefiting you?** Planview Portfolios is solving the problem of not having one source of truth. We operated previously out of many different tools and software and Portfolios allows us to move all of that into once location. ### 33. Single Source of Truth and Flexible Financials, But a Steep Progression Learning Curve **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** It functions as a single source of truth for our projects and has very flexible financial tracking capabilities **What do you dislike about Planview Portfolios?** The Progression engine has a steep learning curve and is difficult to predict what it will change in the plan **What problems is Planview Portfolios solving and how is that benefiting you?** It stores financial information and project-related budgets, and it also serves as a central source for reporting and tracking KPIs. ### 34. Planview review **Rating:** 3.5/5.0 stars **Reviewed by:** Aga L. | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** The available capabilities and continuous enhancements **What do you dislike about Planview Portfolios?** The complexity of set up and the UI could be improved **What problems is Planview Portfolios solving and how is that benefiting you?** Resource Management ### 35. Great for Leadership Reporting and Financial Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Aviation & Aerospace | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** It's great for reporting up to Leadership and tracking financials. **What do you dislike about Planview Portfolios?** The interface is not as intuitive for our Project Managers as we'd like **What problems is Planview Portfolios solving and how is that benefiting you?** Planview serves as a single source of truth for our projects and portfolios. This allows leadership to understand what is being accomplished. ### 36. Robust Reporting and Analytics **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** Reporting and Analytics is very robust. The dashboard capability of using Power BI is great **What do you dislike about Planview Portfolios?** Not having real time data is a downside. In PPM Pro we had real time data and the transition to Portfolios without it has been difficult **What problems is Planview Portfolios solving and how is that benefiting you?** OKR's and Reporting ### 37. Highly Configurable, Comprehensive View for Investment Prioritization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** Highly configurations comprehensive view to understand investment prioritization and health of selected initiatives **What do you dislike about Planview Portfolios?** Lack of audit trail of changes. Also less customizations in notifications **What problems is Planview Portfolios solving and how is that benefiting you?** Providing a single pane of glass for all the initiatives ### 38. A Comprehensive Project Management Tool That Covers It All **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** Comprehensive tool that covers most aspects of Project Management. **What do you dislike about Planview Portfolios?** Can be too heavy for our accidental Project Managers. **What problems is Planview Portfolios solving and how is that benefiting you?** Making sure we are executing the right projects at the right time with the right resources. ### 39. Unified Across Domains, but Modular Setup Can Blur Best Practices **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** It serves as a unified tool across domains **What do you dislike about Planview Portfolios?** The modular nature of the platform leads to confusion on best practices **What problems is Planview Portfolios solving and how is that benefiting you?** Serving as a unified tool chain for orchestrating our end to end delivery lifecycle ### 40. Makes All Work Visible with Powerful Capabilities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Defense & Space | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** Making all work visible. Lot of capabilities available.= **What do you dislike about Planview Portfolios?** Too many clicks. Not modern user interface. No ability to copy and paste data into Plan and the Portfolio grid. **What problems is Planview Portfolios solving and how is that benefiting you?** Making work visible ### 41. Enterprise-Level Transparency with Highly Configurable Controls **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** Enterprise level transparency; high configurability **What do you dislike about Planview Portfolios?** User interface is archaic, schedule manipulation is challenging. **What problems is Planview Portfolios solving and how is that benefiting you?** multiple input tools to a single tool; enterprise resource and financial planning; project and program prioritization. ### 42. A Single Source of Truth for Managing My Portfolio **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Planview Portfolios?** A single source of information for managing my portfolio. **What do you dislike about Planview Portfolios?** There are so many items to manage that it can become daunting. **What problems is Planview Portfolios solving and how is that benefiting you?** Resource allocation to a project. Project status reporting. ### 43. Strong Portfolio Capacity Planning, but Executive Reporting Falls Short **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** Ability to plan and understand capacity at portfolio level **What do you dislike about Planview Portfolios?** Reporting does not meet needs of executives **What problems is Planview Portfolios solving and how is that benefiting you?** Capacity / Demand planning enables constructive decisions and prioritization ### 44. Single System of Record That Keeps Everything Organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Planview Portfolios?** single system of record to store data... **What do you dislike about Planview Portfolios?** no ability for conditional field logic or building one to many grids **What problems is Planview Portfolios solving and how is that benefiting you?** governance and oversight ### 45. I am part of Support team, with admin access **Rating:** 4.0/5.0 stars **Reviewed by:** neelima c. | Technical lead, Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Planview Portfolios?** Help in maitaining project, resources, work and other Project maintaining activities **What do you dislike about Planview Portfolios?** The support service has its portal where we have to login and register ticket .lenghty process and takes time to resolve issue **What problems is Planview Portfolios solving and how is that benefiting you?** helps in project manajment,cost attributes, employe records , work portfolio ### 46. One stop from Project Management **Rating:** 5.0/5.0 stars **Reviewed by:** Sudhakar H. | Data Engineer - GCP, Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2023 **What do you like best about Planview Portfolios?** It's the best workflow management tool where adding and maintaining the tasks were made easy with its smooth and nice User Interface. It helps to prioritize the tasks and organize to complete tasks effectively. **What do you dislike about Planview Portfolios?** Scheduling the work tasks can be made little simpler and in present market it has many competitors, except this currently no dislikes about Plainview Portfolio. **What problems is Planview Portfolios solving and how is that benefiting you?** It helps in creating, adding, assigning and organizing tasks of the project within the team. Using this tools we can able to easily manage large projects effectively. ### 47. #1 Enterprise solution for Portfolio/Project management **Rating:** 5.0/5.0 stars **Reviewed by:** Ray V. | Solutions Architect- PPM Optimization, Enterprise (> 1000 emp.) **Reviewed Date:** September 13, 2022 **What do you like best about Planview Portfolios?** Functionality to manage portfolios / projects and the abilities to customize lifecycle workflows with a simple or complex approval process. Ease of reporting across all functionality using standard reports or create your own with power BI. **What do you dislike about Planview Portfolios?** UX screen design needs to get an overhaul and add the ability to have the input screen allow dynamic emntry based on data entered/provided by a user. I.e. show / hide certain areas and even make certain fields required based on user input. **What problems is Planview Portfolios solving and how is that benefiting you?** Planview Portfolios, as it is called now, allows for portfolio / project and resource management enabling what if and forward-looking planning based on supply and demand. ### 48. " BIAT Cloud PM, TM and Time Tracking" **Rating:** 4.5/5.0 stars **Reviewed by:** S. K. | Human Resources Business Partner | Senior Full-Cycle Recruiter | People Career Match Maker | Talent Advisor II, Utilities, Enterprise (> 1000 emp.) **Reviewed Date:** January 11, 2023 **What do you like best about Planview Portfolios?** Simple set-ups and plugins. Capable of priori sing urgent projects, online time approvals, adding due dates and assignees, mass chatting, time tracking and estimations. Sophisticated graphical-user-interface. **What do you dislike about Planview Portfolios?** Nothing to dislike upon it's functionality and services since it meets beyond we expected initially. **What problems is Planview Portfolios solving and how is that benefiting you?** Agility in projects management, workflow management and cuts cost of hiring many PMs. ### 49. Planview Review **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer B. | Manager - PMO & Change Management, Mid-Market (51-1000 emp.) **Reviewed Date:** September 13, 2022 **What do you like best about Planview Portfolios?** This tool enables our organization to successfully manage and track project and support work. **What do you dislike about Planview Portfolios?** At this time there isn't anything that I dislike about this tool. **What problems is Planview Portfolios solving and how is that benefiting you?** Planview has been working on making the user interface of Enterprise One consistent with their other tools. ### 50. Planview E1 **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** September 14, 2022 **What do you like best about Planview Portfolios?** Resource management, project managament, reporting **What do you dislike about Planview Portfolios?** it should be more configurable at admin end **What problems is Planview Portfolios solving and how is that benefiting you?** It is helping us in gathering all information from lowest level and present in form of executive reports at higher level. ## Planview Portfolios Discussions - [What is Planview Enterprise One?](https://www.g2.com/discussions/what-is-planview-enterprise-one) - 1 comment - [View Planview Portfolios pricing details and edition comparison](https://www.g2.com/products/planview-portfolios/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-21+03%3A55%3A36+-0500&secure%5Bsession_id%5D=bffd9c05-2904-4436-b29a-1845d0353f9e&secure%5Btoken%5D=36cc1b2bbe896aa20fcfc63c8e1c2b0f240d2ee17003a899ea4fe5a00a054cd5&format=llm_user) ## Planview Portfolios Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [Azure DevOps Labs](https://www.g2.com/products/azure-devops-labs/reviews) - [Azure DevOps Server](https://www.g2.com/products/azure-devops-server/reviews) - [codebeamer](https://www.g2.com/products/codebeamer/reviews) - [DevOps](https://www.g2.com/products/opszero-devops/reviews) - [DM Valid](https://www.g2.com/products/dm-valid/reviews) - [GitHub](https://www.g2.com/products/github/reviews) - [GitLab](https://www.g2.com/products/gitlab/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Oracle Netsuite Analytics](https://www.g2.com/products/oracle-netsuite-analytics/reviews) - [Oracle PeopleSoft](https://www.g2.com/products/oracle-peoplesoft/reviews) - [Polarion](https://www.g2.com/products/polarion/reviews) - [ServiceNow IT Service Management](https://www.g2.com/products/servicenow-it-service-management/reviews) - [Softrack](https://www.g2.com/products/softrack/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Workday Platform](https://www.g2.com/products/workday-platform/reviews) ## Planview Portfolios Features **Portfolio Management** - Portfolio Types - Planning - Alignment - Portfolio Mix **Communication** - Feedback - Confidence Levels - Messaging Integrations - Onboarding **Generative AI** - AI Text Generation - AI Text Summarization **Strategic Planning - Strategic Portfolio Management** - Objectives - Roadmaps - Demand management - Resource Planning - Planning - Simulation - Prioritization - Alignment **Agentic AI - Application Portfolio Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Decision Making **Survey Management** - Brand Design Consistency - Survey Deployment - Feedback Collection - Device Responsiveness **Communication** - Wiki Documentation - Community Forum - Customer Ideation **Project Management** - Dependencies - Priorities - Lean Management **Goal Creation** - Team OKR - Individual OKR - Mind Mapping **Strategic Management - Strategic Portfolio Management** - Visiblity - Tracking - Risk Management - Implementation - Change Management - Optimization - Strategy Model - Frameworks **Process Management** - Feedback Aggregation - Trigger Alerts - Real-Time Analysis - Real-Time Action **Planning** - Work Capacity - Task Ranking - Kanban Board - Custom Workflows - Release Forecasting **Resource Management** - Definition - Allocation - Optimization **Data Analysis - Strategic Portfolio Management** - ESG Impact - Financial Performance - Forecasting **Agentic AI - Objectives and Key Results (OKR)** - Natural Language Interaction - Proactive Assistance **System Management** - Security - System Monitoring **Workflow Management** - Time Tracking - Progress Monitoring - Budgeting **Data & Analytics** - Data Consolidation - Visualizations - Performance - Risk Analysis **Artificial Intelligence - Strategic Portfolio Management** - Predictive Insights - Virtual Agents **Strategy - Project and Portfolio Management** - Simulation - Tracking - Planning - Objectives - Visiblity - Alignment - Risk Management - Implementation - Optimization - Prioritization ## Top Planview Portfolios Alternatives - [Microsoft Project & Portfolio Management](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) - 4.0/5.0 (1,577 reviews) - [Oracle Primavera](https://www.g2.com/products/oracle-primavera/reviews) - 4.4/5.0 (340 reviews) - [Clarity](https://www.g2.com/products/broadcom-clarity/reviews) - 3.7/5.0 (85 reviews)