--- title: Planview Portfolios Reviews meta_title: 'Planview Portfolios Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 87 reviews by the users' company size, role or industry to find out how Planview Portfolios works for a business like yours. aggregate_rating: rating_value: 3.8 review_count: 87 scale: '5' date_modified: '2026-07-13' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # 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:** 87 ## 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 **flexible project management capabilities** and customizable workflows offered by Planview Portfolios. (2 reviews) - Users value the **robust project tracking** features for managing portfolios and customizing workflows effortlessly. (2 reviews) - Users value the **automation capabilities** in Planview Portfolios, facilitating efficient lifecycle management and customized workflows. (1 reviews) - Users value the **customizable fields** in Planview Portfolios, enhancing workflow management and reporting efficiency. (1 reviews) - Users value the **customizability** of Planview Portfolios, enjoying tailored workflows and flexible reporting options. (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 **learning curve steep** , as the lengthy process for support issues slows down resolution times. (1 reviews) - Users feel the need for **missing features** like dynamic input options to enhance UX in Planview Portfolios. (1 reviews) - Users demand a **redesign of the UX** for better dynamic input capabilities, improving overall usability and functionality. (1 reviews) - Users find the **poor layout design** of Planview Portfolios frustrating, hindering effective data entry and user experience. (1 reviews) - Users demand a **UI overhaul** for Planview Portfolios, seeking dynamic entry options for a more intuitive experience. (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. User-Friendly Tool with Room for UI Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about Planview Portfolios?** I find Planview Portfolios to be easy to use and interesting. It is particularly valuable for bridging high level strategies to ground level execution. I like that it helps in balancing resource workload effectively, utilizing resources to their fullest without causing burnout. **What do you dislike about Planview Portfolios?** When the database becomes bulky, the response slows down, and the UI needs more color. **What problems is Planview Portfolios solving and how is that benefiting you?** I use Planview Portfolios for balancing resources workload, utilizing them without burnout, and bridging high-level strategies to ground level execution. ### 9. 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. ### 10. 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. ## 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/planview-portfolios-review-13073252?section=pricing&secure%5Bexpires_at%5D=2026-07-13+14%3A17%3A28+-0500&secure%5Bsession_id%5D=760a9aa7-7d45-440c-bf5c-9d92b1c9db39&secure%5Btoken%5D=d435cb195bbd8cbdb5544b3fb09d793bc956e23ed6a5cec0ed5fb51e959e86f1&format=llm_user) ## Planview Portfolios Integrations - 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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) - 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