--- 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") AI Verified User in Insurance Mid-Market (51-1000 emp.) 5/4/2026 "Robust Reporting and Analytics" 4/5 What do you like best about Planview Portfolios? Reporting and Analytics is very robust. The dashboard capability of using Power BI is great Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? Not having real time data is a downside. In PPM Pro we had real time data and the transition to Portfolios without it has been difficult Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? OKR's and Reporting Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Enterprise (\> 1000 emp.) 5/5/2026 "Highly Configurable, Comprehensive View for Investment Prioritization" 4/5 What do you like best about Planview Portfolios? Highly configurations comprehensive view to understand investment prioritization and health of selected initiatives Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? Lack of audit trail of changes. Also less customizations in notifications Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? Providing a single pane of glass for all the initiatives Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User in Logistics and Supply Chain](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Logistics and Supply Chain") UL Verified User in Logistics and Supply Chain Mid-Market (51-1000 emp.) 5/5/2026 "A Comprehensive Project Management Tool That Covers It All" 5/5 What do you like best about Planview Portfolios? Comprehensive tool that covers most aspects of Project Management. Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? Can be too heavy for our accidental Project Managers. Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? Making sure we are executing the right projects at the right time with the right resources. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User in Utilities](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Utilities") IU Verified User in Utilities Mid-Market (51-1000 emp.) 5/4/2026 "Unified Across Domains, but Modular Setup Can Blur Best Practices" 3/5 What do you like best about Planview Portfolios? It serves as a unified tool across domains Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? The modular nature of the platform leads to confusion on best practices Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? Serving as a unified tool chain for orchestrating our end to end delivery lifecycle Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User in Defense & Space](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Defense & Space") AD Verified User in Defense & Space Enterprise (\> 1000 emp.) 5/4/2026 "Makes All Work Visible with Powerful Capabilities" 4/5 What do you like best about Planview Portfolios? Making all work visible. Lot of capabilities available.= Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? Too many clicks. Not modern user interface. No ability to copy and paste data into Plan and the Portfolio grid. Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? Making work visible Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User in Medical Devices](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Medical Devices") AM Verified User in Medical Devices Enterprise (\> 1000 emp.) 5/5/2026 "Enterprise-Level Transparency with Highly Configurable Controls" 4.5/5 What do you like best about Planview Portfolios? Enterprise level transparency; high configurability Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? User interface is archaic, schedule manipulation is challenging. Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? multiple input tools to a single tool; enterprise resource and financial planning; project and program prioritization. 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 Enterprise (\> 1000 emp.) 5/5/2026 "A Single Source of Truth for Managing My Portfolio" 4/5 What do you like best about Planview Portfolios? A single source of information for managing my portfolio. Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? There are so many items to manage that it can become daunting. Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? Resource allocation to a project. Project status reporting. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 5/4/2026 "Strong Portfolio Capacity Planning, but Executive Reporting Falls Short" 3.5/5 What do you like best about Planview Portfolios? Ability to plan and understand capacity at portfolio level Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? Reporting does not meet needs of executives Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? Capacity / Demand planning enables constructive decisions and prioritization Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") EI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 5/4/2026 "Single System of Record That Keeps Everything Organized" 4/5 What do you like best about Planview Portfolios? single system of record to store data... Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? no ability for conditional field logic or building one to many grids Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? governance and oversight Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![neelima c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "neelima c.") NC neelima c. Technical lead Enterprise (\> 1000 emp.) 5/15/2025 "I am part of Support team, with admin access" 4/5 What do you like best about Planview Portfolios? Help in maitaining project, resources, work and other Project maintaining activities Review collected by and hosted on G2.com. What do you dislike about Planview Portfolios? The support service has its portal where we have to login and register ticket .lenghty process and takes time to resolve issue Review collected by and hosted on G2.com. What problems is Planview Portfolios solving and how is that benefiting you? helps in project manajment,cost attributes, employe records , work portfolio Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic Review from User Profile ## 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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