--- 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 ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Enterprise (\> 1000 emp.) 5/4/2026 "Great Transparency and Planning, But Too Many Clicks and Limited Reports" 3.5/5 What do you like best about Planview Portfolios? portfolio transparency, proper financial management, resource and capacity planning Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign JS Jenna S. Enterprise (\> 1000 emp.) 5/4/2026 "Great single source of truth for portfolio management" 3.5/5 What do you like best about Planview Portfolios? Single source of truth for portfolio management Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? Progression engine moving dates around that shouldn't be moved Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? Creating a place to manage projects, programs and our portfolio Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign JW Jennifer W. Enterprise (\> 1000 emp.) 5/4/2026 "Robust and Feature-Rich, but Unreliable with Lacking Support" 2.5/5 What do you like best about Planview Portfolios? It is a robust system and has a lot of functionality Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? It doesn't always work and support is lacking Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? Visablity and transparency across the org Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign DY Diane Y. Enterprise (\> 1000 emp.) 5/4/2026 "Planview Review" 4.5/5 What do you like best about Planview Portfolios? Leadership standard reporting across business units Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? No "undo" functionality. Scheduling is not as robust as MS Project (ex) Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? Standardization of processes across business units Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign DK Diane K. Enterprise (\> 1000 emp.) 5/4/2026 "Excellent ICP Priority Management" 5/5 What do you like best about Planview Portfolios? The ability to to manage priorities for ICP. Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? Slow performance in timelines and loading Planning portfolios Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? Prioritization of projects to plan and forecast. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign MO Michael O. Enterprise (\> 1000 emp.) 5/4/2026 "A Single Version of the Truth You Can Trust" 4.5/5 What do you like best about Planview Portfolios? Single version of the project truth for everyone Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? inconsistent features and views across the tool Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? Single point of communication for project information Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User in Mining & Metals](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Mining & Metals") AM Verified User in Mining & Metals Enterprise (\> 1000 emp.) 5/4/2026 "Centralizes Our Data Seamlessly" 4/5 What do you like best about Planview Portfolios? Planview Portfolios is most helpful in centralizing data that had previously not been centralized. Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? Planview Portfolios could be more intuitive to a new user. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User in Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Manufacturing") AM Verified User in Manufacturing Enterprise (\> 1000 emp.) 5/4/2026 "Single Source of Truth and Flexible Financials, But a Steep Progression Learning Curve" 3.5/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign AL Aga L. Enterprise (\> 1000 emp.) 5/5/2026 "Planview review" 3.5/5 What do you like best about Planview Portfolios? The available capabilities and continuous enhancements Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? The complexity of set up and the UI could be improved Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? Resource Management Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User in Aviation & Aerospace](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Aviation & Aerospace") UA Verified User in Aviation & Aerospace Enterprise (\> 1000 emp.) 5/4/2026 "Great for Leadership Reporting and Financial Tracking" 4.5/5 What do you like best about Planview Portfolios? It's great for reporting up to Leadership and tracking financials. Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? The interface is not as intuitive for our Project Managers as we'd like Review collected by and hosted on G2.com. 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. 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. 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