--- title: Planview Portfolios Reviews meta\_title: 'Planview Portfolios Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 90 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: 90 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Planview Portfolios Reviews & Product Details Visit Website 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. * * * Product Website Planview Portfolios Seller [Planview](https://www.g2.com/sellers/planview) Discussions [Planview Portfolios Community](https://www.g2.com/products/planview-portfolios/discuss) Languages Supported German, English, French, Italian, Spanish Solution Type All-in-One Overview by James Lustenader (Director of Customer Marketing at Planview) Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 5 months [ View More Pricing Information ](https://www.g2.com/products/planview-portfolios/pricing) ## Planview Portfolios Integrations (36) What do users say about integrations? 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](https://www.g2.com/products/zendesk-for-customer-service/reviews) Show More LP Lynette P. Enterprise (\> 1000 emp.) 5/4/2026 "Versatile but Needs Better User Roles Management" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign KG Kym G. Enterprise (\> 1000 emp.) 5/4/2026 "Strong Portfolio Planning Tools, but a Challenging Interface for Project Managers" 3.5/5 What do you like best about Planview Portfolios? The ability to Crete portfolios and provide tools for investment and capacity planning Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G Verified User Enterprise (\> 1000 emp.) 7/27/2026 "Powerful for Scenario Planning, But Challenging Interface" 3/5 What do you like best about Planview Portfolios? I like Planview Portfolios for its scenario planning and what-if analysis engine. It's really valuable because it lets me test scenarios, like if our budget is cut by 15% or if a product launch is delayed by three months, and then show simulations for those scenarios. Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? I think that the interface of the project could be improved. It's pretty spreadsheet heavy, and moving to a sleek, modern layout would be better. It should have fewer deep menu layers to reduce the number of clicks needed to make simple updates. Also, the setup process was quite challenging because, for a big company, it needs to integrate with existing corporate infrastructures like HR systems, and that's quite heavy work. Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? I use Planview Portfolios to track my team's time, project costs, and prove the business value of our design work. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite RM Richard M. Mid-Market (51-1000 emp.) 5/5/2026 "Planview Portfolios Transformed Our Data-Driven Enterprise Portfolio Strategy" 5/5 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. Review collected by and hosted on G2.com. 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, Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G Verified User Enterprise (\> 1000 emp.) 7/27/2026 "Centralized Control but Complex Interface" 4/5 What do you like best about Planview Portfolios? I like the centralised portfolio view because it improves project visibility. The flexible reporting features make it easy to share updates, which I find really useful. I also appreciate the resource management tools that make it easier to track projects and make informed decisions, and the resource planning helps manage workloads more effectively. Plus, the initial setup of Planview Portfolios was very easy. Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? I find the interface can feel complex at times, and I believe some reporting and configuration options could be more intuitive and easier to customize. Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? I use Planview Portfolios for centralized project management, improving resource planning, and keeping projects on schedule and within budget. It offers a centralized view, enhances project visibility, simplifies reporting, and helps manage workloads effectively. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite MM Michael M. Senior Manager IT Strategy and Planning Mid-Market (51-1000 emp.) 5/5/2026 "Powerful Strategic Planning and Customizable Portfolio Management" 5/5 What do you like best about Planview Portfolios? I like the strategic planning tools and the options for customizing our portfolio management model Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Elizabeth B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elizabeth B.") EB Elizabeth B. Business Operating System Manager Enterprise (\> 1000 emp.) 5/5/2026 "Highly Customizable with Potential for User Experience Improvements" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign AP amit p. Enterprise (\> 1000 emp.) 5/4/2026 "Connects Strategy to Roadmaps, Capacity, and Market Performance" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? I ran into issues when working with large or long WBS (work breakdown structure) setups. Review collected by and hosted on G2.com. 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). Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign EF Emily F. Mid-Market (51-1000 emp.) 5/4/2026 "Strong Reporting and OKRs That Keep Us on Track" 4/5 What do you like best about Planview Portfolios? I like the reporting capabilities and being able to have the other capabilities such as OKRs. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G Verified User Small-Business (50 or fewer emp.) 7/7/2026 "User-Friendly Tool with Room for UI Improvement" 3.5/5 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. Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? When the database becomes bulky, the response slows down, and the UI needs more color. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Planview Portfolios? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Planview Portfolios ](https://www.g2.com/products/planview-portfolios/discussions/new) GU Guest User • Last activity over 4 years ago What is Planview Enterprise One? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-planview-enterprise-one) [ View all Discussions ](https://www.g2.com/products/planview-portfolios/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 5 months ### Return on Investment 9 months [ View More Pricing Information ](https://www.g2.com/products/planview-portfolios/pricing) Planview Portfolios Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6664c05b88e4a63ee52969bea59e2b80/broadcom-clarity.png "Product Avatar Image") Clarity 3.7/5(91) [ Compare Now ](https://www.g2.com/compare/broadcom-clarity-vs-planview-portfolios) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_db523bec9e8fa8211410fe166d953a6f/oracle-primavera.png "Product Avatar Image") Oracle Primavera 4.4/5(389) [ Compare Now ](https://www.g2.com/compare/oracle-primavera-vs-planview-portfolios) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c880f7a0d09093f6eb16be07641fccc/opentext-project-and-portfolio-management-ppm.jpeg "Product Avatar Image") Micro Focus Project and Portfolio Management (PPM) 4/5(29) [ Compare Now ](https://www.g2.com/compare/opentext-project-and-portfolio-management-ppm-vs-planview-portfolios) ##### ##### Planview Portfolios Features Portfolio Management Planning Alignment Project Management Priorities Resource Management Definition Data & Analytics Data Consolidation Visualizations [ View More Features ](https://www.g2.com/products/planview-portfolios/features) ## Top-Rated Alternatives [ ![Microsoft Project & Portfolio Management](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Microsoft Project & Portfolio Management") Microsoft Project & Portfolio Management 4/5(1,627) ](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) [ ![Oracle Primavera](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Oracle Primavera") Oracle Primavera 4.4/5(389) ](https://www.g2.com/products/oracle-primavera/reviews) [ ![Clarity](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Clarity") Clarity 3.7/5(91) ](https://www.g2.com/products/broadcom-clarity/reviews) [ View All Alternatives ](https://www.g2.com/products/planview-portfolios/competitors/alternatives) ##### Categories on G2 [Project and Portfolio Management](https://www.g2.com/categories/project-and-portfolio-management)[Product Management](https://www.g2.com/categories/product-management-software)[Objectives and Key Results (OKR)](https://www.g2.com/categories/objectives-and-key-results-okr) [Project and Portfolio Management](https://www.g2.com/categories/project-and-portfolio-management)[Product Management](https://www.g2.com/categories/product-management-software)[Objectives and Key Results (OKR)](https://www.g2.com/categories/objectives-and-key-results-okr)[Enterprise Feedback Management](https://www.g2.com/categories/enterprise-feedback-management)[Strategic Portfolio Management](https://www.g2.com/categories/strategic-portfolio-management)[Application Portfolio Management](https://www.g2.com/categories/application-portfolio-management) [Show MoreShow Less](javascript:void(0);) ##### Explore More [What 3D modeling software do professional animation studios actually use for production work rather than what gets promoted in tutorial videos?](https://www.g2.com/discussions/what-3d-modeling-software-do-professional-animation-studios-actually-use-for-production-work-rather-than-what-gets-promoted-in-tutorial-videos)[GRIN vs Aspire for a growing ecommerce brand managing influencer relationships and gifting at scale?](https://www.g2.com/discussions/grin-vs-aspire-for-a-growing-e-commerce-brand-managing-influencer-relationships-and-gifting-at-scale)[Which property restoration platforms maintain data integrity during rapid concurrent project work?](https://www.g2.com/discussions/which-property-restoration-platforms-maintain-data-integrity-during-rapid-concurrent-project-work) [What is the best theater management software for venue operations and capacity optimization?](https://www.g2.com/discussions/what-is-the-best-theater-management-software-for-venue-operations-and-capacity-optimization)[Top tools for building cross-platform business apps](https://www.g2.com/discussions/top-tools-for-building-cross-platform-business-apps)[Pros and Cons Details](https://www.g2.com/products/planview-portfolios/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)