--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **ability to manage projects and customize workflows** , enhancing their project management efficiency significantly. [(2 mentions)](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103982&qs=pros-and-cons#reviews) Users find the **project tracking features** invaluable for managing portfolios and customizing workflows easily. [(2 mentions)](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103951&qs=pros-and-cons#reviews) Users value the **automation capabilities** of Planview Portfolios, enhancing project management and reporting efficiency. [(1 mentions)](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103937&qs=pros-and-cons#reviews) Users value the **customization capabilities** in Planview Portfolios, enhancing their project management and reporting flexibility. [(1 mentions)](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103965&qs=pros-and-cons#reviews) Users value the **customizability** of Planview Portfolios, enhancing workflow management and reporting flexibility. [(1 mentions)](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103999&qs=pros-and-cons#reviews) Users find the **lengthy support process** frustrating, as it takes time to resolve issues through the ticket system. [(1 mentions)](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103954&qs=pros-and-cons#reviews) Users feel that the **missing features** in Planview Portfolios hinder flexibility and dynamic input based on user data. [(1 mentions)](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103960&qs=pros-and-cons#reviews) Users find the **poor design** of Planview Portfolios frustrating, particularly regarding the lack of dynamic input fields. [(1 mentions)](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103988&qs=pros-and-cons#reviews) Users highlight the need for a **better layout design** in Planview Portfolios to enhance user interaction and experience. [(1 mentions)](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103967&qs=pros-and-cons#reviews) Users feel the **UI is poorly designed** , especially needing dynamic features for better data entry and experience. [(1 mentions)](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103947&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Planview Portfolios ##### 1. Project Management Users value the **ability to manage projects and customize workflows** , enhancing their project management efficiency significantly. [ See 2 mentions ](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103982&qs=pros-and-cons#reviews) See Related User Reviews ![neelima c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "neelima c.") NC neelima c. Enterprise (\> 1000 emp.) 4.0/5 "I am part of Support team, with admin access" What do you like about Planview Portfolios? Help in maitaining project, resources, work and other Project maintaining activities ![Ray V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray V.") RV Ray V. Enterprise (\> 1000 emp.) 5.0/5 "#1 Enterprise solution for Portfolio/Project management" What do you like about Planview Portfolios? Functionality to manage portfolios / projects and the abilities to customize lifecycle workflows with a simple or complex approval process. Ease of re ##### 2. Project Tracking Users find the **project tracking features** invaluable for managing portfolios and customizing workflows easily. [ See 2 mentions ](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103951&qs=pros-and-cons#reviews) See Related User Reviews ![neelima c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "neelima c.") NC neelima c. Enterprise (\> 1000 emp.) 4.0/5 "I am part of Support team, with admin access" What do you like about Planview Portfolios? Help in maitaining project, resources, work and other Project maintaining activities ![Ray V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray V.") RV Ray V. Enterprise (\> 1000 emp.) 5.0/5 "#1 Enterprise solution for Portfolio/Project management" What do you like about Planview Portfolios? Functionality to manage portfolios / projects and the abilities to customize lifecycle workflows with a simple or complex approval process. Ease of re ##### 3. Automation Users value the **automation capabilities** of Planview Portfolios, enhancing project management and reporting efficiency. [ See 1 mentions ](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103937&qs=pros-and-cons#reviews) See Related User Reviews ![Ray V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray V.") RV Ray V. Enterprise (\> 1000 emp.) 5.0/5 "#1 Enterprise solution for Portfolio/Project management" What do you like about Planview Portfolios? Functionality to manage portfolios / projects and the abilities to customize lifecycle workflows with a simple or complex approval process. Ease of re ##### 4. Custom Fields Users value the **customization capabilities** in Planview Portfolios, enhancing their project management and reporting flexibility. [ See 1 mentions ](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103965&qs=pros-and-cons#reviews) See Related User Reviews ![Ray V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray V.") RV Ray V. Enterprise (\> 1000 emp.) 5.0/5 "#1 Enterprise solution for Portfolio/Project management" What do you like about Planview Portfolios? Functionality to manage portfolios / projects and the abilities to customize lifecycle workflows with a simple or complex approval process. Ease of re ##### 5. Customizability Users value the **customizability** of Planview Portfolios, enhancing workflow management and reporting flexibility. [ See 1 mentions ](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103999&qs=pros-and-cons#reviews) See Related User Reviews ![Ray V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray V.") RV Ray V. Enterprise (\> 1000 emp.) 5.0/5 "#1 Enterprise solution for Portfolio/Project management" What do you like about Planview Portfolios? Functionality to manage portfolios / projects and the abilities to customize lifecycle workflows with a simple or complex approval process. Ease of re ### 5 Cons or Disadvantages of Planview Portfolios ##### 1. Learning Curve Users find the **lengthy support process** frustrating, as it takes time to resolve issues through the ticket system. [ See 1 mentions ](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103954&qs=pros-and-cons#reviews) See Related User Reviews ![neelima c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "neelima c.") NC neelima c. Enterprise (\> 1000 emp.) 4.0/5 "I am part of Support team, with admin access" 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 ##### 2. Missing Features Users feel that the **missing features** in Planview Portfolios hinder flexibility and dynamic input based on user data. [ See 1 mentions ](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103960&qs=pros-and-cons#reviews) See Related User Reviews ![Ray V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray V.") RV Ray V. Enterprise (\> 1000 emp.) 5.0/5 "#1 Enterprise solution for Portfolio/Project management" What do you dislike about Planview Portfolios? UX screen design needs to get an overhaul and add the ability to have the input screen allow dynamic emntry based on data entered/provided by a user. ##### 3. Poor Design Users find the **poor design** of Planview Portfolios frustrating, particularly regarding the lack of dynamic input fields. [ See 1 mentions ](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103988&qs=pros-and-cons#reviews) See Related User Reviews ![Ray V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray V.") RV Ray V. Enterprise (\> 1000 emp.) 5.0/5 "#1 Enterprise solution for Portfolio/Project management" What do you dislike about Planview Portfolios? UX screen design needs to get an overhaul and add the ability to have the input screen allow dynamic emntry based on data entered/provided by a user. ##### 4. Poor Layout Design Users highlight the need for a **better layout design** in Planview Portfolios to enhance user interaction and experience. [ See 1 mentions ](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103967&qs=pros-and-cons#reviews) See Related User Reviews ![Ray V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray V.") RV Ray V. Enterprise (\> 1000 emp.) 5.0/5 "#1 Enterprise solution for Portfolio/Project management" What do you dislike about Planview Portfolios? UX screen design needs to get an overhaul and add the ability to have the input screen allow dynamic emntry based on data entered/provided by a user. ##### 5. Poor UI Users feel the **UI is poorly designed** , especially needing dynamic features for better data entry and experience. [ See 1 mentions ](https://www.g2.com/products/planview-portfolios/reviews?filters%5Bsentiment_snippet%5D=2103947&qs=pros-and-cons#reviews) See Related User Reviews ![Ray V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray V.") RV Ray V. Enterprise (\> 1000 emp.) 5.0/5 "#1 Enterprise solution for Portfolio/Project management" What do you dislike about Planview Portfolios? UX screen design needs to get an overhaul and add the ability to have the input screen allow dynamic emntry based on data entered/provided by a user. 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. 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