--- 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 **Vendor:** Planview **Category:** [Enterprise Feedback Management Software](https://www.g2.com/categories/enterprise-feedback-management) **Average Rating:** 3.8/5.0 **Total Reviews:** 90 ## 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 Portfolios Pros & Cons **What users like:** - Users value the **ability to manage projects and customize workflows** , enhancing their project management efficiency significantly. (2 reviews) - Users find the **project tracking features** invaluable for managing portfolios and customizing workflows easily. (2 reviews) - Users value the **automation capabilities** of Planview Portfolios, enhancing project management and reporting efficiency. (1 reviews) - Users value the **customization capabilities** in Planview Portfolios, enhancing their project management and reporting flexibility. (1 reviews) - Users value the **customizability** of Planview Portfolios, enhancing workflow management and reporting flexibility. (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** frustrating, as it takes time to resolve issues through the ticket system. (1 reviews) - Users feel that the **missing features** in Planview Portfolios hinder flexibility and dynamic input based on user data. (1 reviews) - Users find the **poor design** of Planview Portfolios frustrating, particularly regarding the lack of dynamic input fields. (1 reviews) - Users highlight the need for a **better layout design** in Planview Portfolios to enhance user interaction and experience. (1 reviews) - Users feel the **UI is poorly designed** , especially needing dynamic features for better data entry and experience. (1 reviews) - Slow Loading (1 reviews) - Ticket Management (1 reviews) - Time-Consuming (1 reviews) - Time-Consumption (1 reviews) ## 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?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+16%3A20%3A34+-0500&secure%5Bsession_id%5D=a89eb757-1549-4730-a355-c150e94244d7&secure%5Btoken%5D=183e64f8fcee5afce7fa98b776ec49a1345a86c63958cc3b85bc62cfc5baa042&format=llm_user) ## Planview Portfolios Integrations - [ADP Workforce Now](https://www.g2.com/products/adp-workforce-now/reviews) - [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) - [IBM Apptio](https://www.g2.com/products/ibm-apptio/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Dynamics Integration](https://www.g2.com/products/microsoft-dynamics-integration/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Oracle Database](https://www.g2.com/products/oracle-database/reviews) - [Oracle Financial Reporting Compliance Cloud](https://www.g2.com/products/oracle-financial-reporting-compliance-cloud/reviews) - [Oracle JD Edwards EnterpriseOne](https://www.g2.com/products/oracle-jd-edwards-enterpriseone/reviews) - [Oracle Netsuite Analytics](https://www.g2.com/products/oracle-netsuite-analytics/reviews) - [Oracle PeopleSoft](https://www.g2.com/products/oracle-peoplesoft/reviews) - [Planview Advisor](https://www.g2.com/products/planview-advisor/reviews) - [Polarion](https://www.g2.com/products/polarion/reviews) - [SAP Absence and Leave Management by WorkForce Software](https://www.g2.com/products/sap-absence-and-leave-management-by-workforce-software/reviews) - [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) - [SAP BTP for Customer Experience](https://www.g2.com/products/sap-btp-for-customer-experience/reviews) - [SAP BTP for Finance](https://www.g2.com/products/sap-btp-for-finance/reviews) - [SAP BTP for HR](https://www.g2.com/products/sap-btp-for-hr/reviews) - [SAP BTP for Spend Management](https://www.g2.com/products/sap-btp-for-spend-management/reviews) - [SAP HANA Cloud](https://www.g2.com/products/sap-hana-cloud-2025-10-01/reviews) - [SAP HANA on Azure Large Instances](https://www.g2.com/products/sap-hana-on-azure-large-instances/reviews) - [ServiceNow IT Service Management](https://www.g2.com/products/servicenow-it-service-management/reviews) - [Softrack](https://www.g2.com/products/softrack/reviews) - [SOFTRAX](https://www.g2.com/products/softrax/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Workday Platform](https://www.g2.com/products/workday-platform/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Planview Portfolios Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Portfolio Management** - Portfolio Types - Planning - Alignment - Portfolio Mix - Resource Allocation & Planning **Communication** - 360 Degree Feedback - Confidence Levels - Messaging Integrations - Onboarding **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **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 - Surveys & Feedback - Mobile Survey - Pulse Surveys **Communication** - Wiki Documentation - Community Forum - Customer Ideation - NPS of Customers **Project Management** - Dependencies - Priorities - Lean Management - Deadline Management - Calendar Management - Change Management **Goal Creation** - Team OKR - Individual OKR - Mind Mapping - Collaboration Tools **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 - 360 Degree Feedback - Anonymous Feedback - Real-Time Analytics - Trend Analysis - Real-Time Data - Text Analysis - Sentiment Analysis **Planning** - Work Capacity - Task Ranking - Kanban Board - Custom Workflows - Release Forecasting - Projections - Prioritization **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 **Additional Functionality** - Negative Feedback Management - Communication Management - Reminders - Real-Time Reporting - Reporting & Statistics - Employee Profiles - Performance Management - Feedback Management - Task Progress Tracking - Alerts/Notifications - Prioritization - Activity Tracking - Customizable Reports - Drag & Drop - Progress Tracking - Project Planning - Data Visualization - Search/Filter - API - Goal Setting/Tracking - Task Management - Real-Time Updates - Performance Metrics - Progress Reports - Single Sign On - Goal Management - Project Management - Customizable Dashboard - Real-Time Data - AI Copilot - Strategic Planning - Generative AI - Workflow Management - Configurable Workflow - Document Storage - Template Management - Commenting/Notes - KPI Monitoring - Employee Management - Customizable Templates **System Management** - Security - System Monitoring - SSL Security - GPS **Workflow Management** - Time Tracking - Progress Monitoring - Budgeting - Progress Tracking - Status Tracking - Activity Tracking - Milestone Tracking - Task Progress Tracking - Project Tracking **Data & Analytics** - Data Consolidation - Visualizations - Performance - Risk Analysis **Artificial Intelligence - Strategic Portfolio Management** - Predictive Insights - Virtual Agents **Additional Functionality** - Task Management - Collaboration Tools - Real-Time Updates - Access Controls/Permissions - Task Planning - Product Lifecycle Management - Communication Management - Data Import/Export - Activity Dashboard - Real-Time Notifications - API - Resource Management - Planning Tools - Drag & Drop - Commenting/Notes - Customizable Fields - Calendar Management - Third-Party Integrations - Workflow Management - Task Scheduling - Requirements Management - Project Management - @mentions - Multiple Projects - Reporting & Statistics - Project Planning - Single Sign On - Document Storage - Release Planning - Customer Journey Mapping - AI Copilot - Gantt/Timeline View - Reporting/Analytics - Email Management - To-Do List - Surveys & Feedback - Deadline Management - Generative AI - Product Roadmapping - Idea Management - Real-Time Data - Agile Methodologies - Timeline Management - File Management - Data Security - Project Templates - Feedback Management - Tagging - Template Management - Guest Access - Visualization **Additional Functionality** - Customer Experience Management - NPS of Employees - Real-Time Notifications - Question Library - CRM - Data Visualization - Multi-Channel Distribution - Ratings/Reviews - Negative Feedback Management - Activity Dashboard - Email Management - Commenting/Notes - AI Copilot - Third-Party Integrations - Template Management - Reporting & Statistics - Social Media Integration - Text Fields - Customizable Questions - Reporting/Analytics - Real-Time Reporting - Customizable Branding - Conditional Logic - Website Integration - Search/Filter - Collaboration Tools - API - NPS of Customers - Multi-Language - Survey/Poll Management - Segmentation - Customer Segmentation - Reminders - NPS Survey Structure - Access Controls/Permissions - Widgets - Customizable Templates - Feedback Management - Customizable Fields - Question Branching **Strategy - Project and Portfolio Management** - Simulation - Tracking - Planning - Objectives - Visiblity - Alignment - Risk Management - Implementation - Optimization - Prioritization - Timesheet Management - Workflow Management - Resource Management - Task Management - Requirements Management - Assignment Management - Document Management - Project Time Tracking - Status Tracking - Progress Tracking - Time & Expense Tracking - Project Tracking - ROI Tracking - Activity Tracking - Portfolio Management **Additional Functionality** - Collaboration Tools - Budgeting/Forecasting - Kanban Board - Projections - Demand Forecasting - Multiple Projects - Third-Party Integrations - Customizable Fields - Customizable Reports - AI Copilot - Reporting/Analytics - API - Project Templates - Commenting/Notes - Dashboard - Gantt/Timeline View - Agile Methodologies - Planning Tools - Real-Time Updates - Project Workflow - Task Scheduling - Generative AI - Drag & Drop ## Top Planview Portfolios Alternatives - [Microsoft Project & Portfolio Management](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) - 4.0/5.0 (1,578 reviews) - [Oracle Primavera](https://www.g2.com/products/oracle-primavera/reviews) - 4.4/5.0 (344 reviews) - [Clarity](https://www.g2.com/products/broadcom-clarity/reviews) - 3.7/5.0 (85 reviews)