--- 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

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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)

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## 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?

Verified by Planview Portfolios

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

ADP Workforce Now

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Agentforce Sales (formerly Salesforce Sales Cloud)

](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Asana

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

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Azure DevOps Labs

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

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Azure DevOps Server

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

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

codebeamer

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

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

DevOps

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

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

DM Valid

](https://www.g2.com/products/dm-valid/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

GitHub

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

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

GitLab

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

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

IBM Apptio

](https://www.g2.com/products/ibm-apptio/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Jira

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

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Microsoft 365

](https://www.g2.com/products/microsoft365/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Microsoft Dynamics Integration

](https://www.g2.com/products/microsoft-dynamics-integration/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

NetSuite

](https://www.g2.com/products/oracle-netsuite/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Oracle Database

](https://www.g2.com/products/oracle-database/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Oracle Financial Reporting Compliance Cloud

](https://www.g2.com/products/oracle-financial-reporting-compliance-cloud/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Oracle JD Edwards EnterpriseOne

](https://www.g2.com/products/oracle-jd-edwards-enterpriseone/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Oracle Netsuite Analytics

](https://www.g2.com/products/oracle-netsuite-analytics/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Oracle PeopleSoft

](https://www.g2.com/products/oracle-peoplesoft/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Planview Advisor

](https://www.g2.com/products/planview-advisor/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Polarion

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

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SAP Absence and Leave Management by WorkForce Software

](https://www.g2.com/products/sap-absence-and-leave-management-by-workforce-software/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SAP Analytics Cloud

](https://www.g2.com/products/sap-analytics-cloud/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SAP BTP for Customer Experience

](https://www.g2.com/products/sap-btp-for-customer-experience/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SAP BTP for Finance

](https://www.g2.com/products/sap-btp-for-finance/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SAP BTP for HR

](https://www.g2.com/products/sap-btp-for-hr/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SAP BTP for Spend Management

](https://www.g2.com/products/sap-btp-for-spend-management/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SAP HANA Cloud

](https://www.g2.com/products/sap-hana-cloud-2025-10-01/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SAP HANA on Azure Large Instances

](https://www.g2.com/products/sap-hana-on-azure-large-instances/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

ServiceNow IT Service Management

](https://www.g2.com/products/servicenow-it-service-management/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Softrack

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

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SOFTRAX

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

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Trello

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

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Workday Platform

](https://www.g2.com/products/workday-platform/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Zendesk for Customer Service

](https://www.g2.com/products/zendesk-for-customer-service/reviews)

Show More

 ![Verified User in Chemicals](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Chemicals")
EC

Verified User in Chemicals

Mid-Market (51-1000 emp.)

5/4/2026

"Game-Changing Portfolio Visibility for Better Planning"

4/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

RC

Reynaldo C.

Enterprise (\> 1000 emp.)

5/4/2026

"Super easy to use and integrates valuable tools for management."

5/5

What do you like best about Planview Portfolios?

It is super easy to use and integrates multiple valuable tools for management. Review collected by and hosted on G2.com.

What do you dislike about Planview Portfolios?

It has too many features and makes it difficult to adopt the tool in the short term. Review collected by and hosted on G2.com.

What problems is Planview Portfolios solving and how is that benefiting you?

Facilitate the analysis of demand and capacity and the monitoring of plans. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives CampaignAI Translated

JO

john o.

Enterprise (\> 1000 emp.)

5/4/2026

"Strong Capacity & Prioritization Insights, But UI Usability Needs Work"

3.5/5

What do you like best about Planview Portfolios?

information that assist with running and managing key aspects of the business like capacity and prioritization Review collected by and hosted on G2.com.

What do you dislike about Planview Portfolios?

Use of ease and UI. difficult to implement Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

 ![Verified User in Wholesale](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Wholesale")
AW

Verified User in Wholesale

Enterprise (\> 1000 emp.)

5/4/2026

"Powerful, Detailed Project Tracking Functionality"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

SM

Sasha M.

Enterprise (\> 1000 emp.)

5/4/2026

"Easy to Use and Configure, with Solutions for Every Scenario"

5/5

What do you like best about Planview Portfolios?

I like how easy it is to use and configure, and many solutions for different scenarios. Review collected by and hosted on G2.com.

What do you dislike about Planview Portfolios?

Refresh rates and success of data sets. Sometimes refresh takes a good amount of time. Review collected by and hosted on G2.com.

What problems is Planview Portfolios solving and how is that benefiting you?

program management, resource management and capacity, reporting capabilities Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
IF

Verified User in Financial Services

Enterprise (\> 1000 emp.)

5/4/2026

"Flexible Key Initiatives and Custom Report Hosting"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

LH

Launa H.

Mid-Market (51-1000 emp.)

5/4/2026

"Gantt View Makes Project Tracking Effortless"

4/5

What do you like best about Planview Portfolios?

Being able to see all my projects in gnatt view Review collected by and hosted on G2.com.

What do you dislike about Planview Portfolios?

I like everything about it so far and the ease of use Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: G2 Gives Campaign

 ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting")
UA

Verified User in Accounting

Small-Business (50 or fewer emp.)

7/17/2026

"Easy to Use, But Needs More Time to Learn"

2.5/5

What do you like best about Planview Portfolios?

It's clear and straight and easy to use and under stand Review collected by and hosted on G2.com.

What do you dislike about Planview Portfolios?

I don't know at this moment

May be I need more study Review collected by and hosted on G2.com.

What problems is Planview Portfolios solving and how is that benefiting you?

It's help me to present my work with a good way to my customer Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

 ![Kevin Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin Z.")
KZ

Kevin Z.

Enterprise (\> 1000 emp.)

5/5/2026

"Powerful Portfolio Insights, Though the Interface Takes Getting Used To"

3.5/5

What do you like best about Planview Portfolios?

The tool provides the key insights needed to make critical portfolio decisions. Review collected by and hosted on G2.com.

What do you dislike about Planview Portfolios?

It can be complex to users not familiar with the interface. Review collected by and hosted on G2.com.

What problems is Planview Portfolios solving and how is that benefiting you?

It gives users insight into where things stand on our organizations projects. Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: G2 Gives Campaign

FA

Flavia A.

Enterprise (\> 1000 emp.)

5/5/2026

"Promising Integrations, but Too Much Manual Effort to Fix Issues"

2.5/5

What do you like best about Planview Portfolios?

Possibly for integrations with other external applications Review collected by and hosted on G2.com.

What do you dislike about Planview Portfolios?

A lot of manual effort to fix the things Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: G2 Gives Campaign

## 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

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Clarity

3.7/5(91)

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##### 
##### 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

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Clarity

3.7/5(91)

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##### 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)

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