--- title: "Planview Portfolios Software Reviews, Demo & Pricing - 2026" description: "Review of Planview Portfolios Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/project-management/planview-enterpriseinsightanalytics-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Business Process Management Software](https://www.softwareadvice.com/bpm/) / Planview Portfolios Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/project-management/planview-enterpriseinsightanalytics-profile/reviews/)[Alternatives](https://www.softwareadvice.com/project-management/planview-enterpriseinsightanalytics-profile/alternatives/) # Planview Portfolios Review Custom quote 1 plan Wondering if Planview Portfolios is right for your organization? Our Business Process Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Planview Portfolios 4.1 [(19)](https://www.softwareadvice.com/project-management/planview-enterpriseinsightanalytics-profile/reviews/) Pricing Pricing available upon request ### About Planview Portfolios Most organizations plan once a year and then spend the rest of the year improvising around a plan that's already out of date. Priorities shift, budgets move, and resourcing changes constantly, but replanning stays a slow, manual exercise built on spreadsheets and stale assumptions. At the same time, OKRs and strategic objectives often exist on paper without ever connecting to funding decisions or delivery work, so status reporting tracks task completion rather than outcomes. Underneath both problems sits a third: portfolio data is scattered across systems, incomplete, and not structured well enough to support confident decisions, let alone AI-assisted ones. Planview Portfolios is strategic portfolio management software, powered by Planview Anvi, built to close these gaps for large, complex organizations managing multiple business units, geographies, and delivery methods. It gives PMO leaders, EPMO leaders, and portfolio managers a connected view of strategy, work, resources, and outcomes, so planning, governance, and reporting all draw from the same source of truth. Forward Planning addresses the replanning problem directly. Portfolios combines investment prioritization, capacity... planning, demand management, and financial planning with scenario planning that lets teams build and compare multiple what-if scenarios side by side against priorities, constraints, and dependencies. Anvi supports this process by helping generate scenarios from portfolio data so replanning takes hours instead of weeks, and roadmapping keeps every investment visibly connected to the strategic outcome it's meant to serve. Outcome-Led Governance addresses the disconnect between objectives and delivery. OKRs and strategic alignment tools tie funding decisions to committed outcomes, and Portfolios governs work across delivery methods without asking teams to change how they work: it runs waterfall planning natively and acts as the governance layer over Lean-Agile work delivered in AgilePlace and collaborative work delivered in ProjectPlace. Anvi adds portfolio status, risk, and sentiment insights drawn from natural-language status updates, and process automation lets administrators configure approval chains and reporting structures to match how the organization actually operates. Contextual Intelligence addresses the fragmented-data problem. The Connected Work Graph maps the relationships between strategy, dependencies, work, resources, and outcomes, giving Anvi the context it needs to surface risks and patterns that would otherwise stay hidden across initiatives. Anvi Chat provides a conversational interface to portfolio data, and Planview Hub connects Portfolios to the systems already in place across the technology stack, including Jira, Azure DevOps, ServiceNow, SAP, and Workday, so the picture reflects what's actually happening in delivery tools rather than a separate, disconnected dataset. Reporting draws on a configurable library of out-of-the-box reports and dashboards, with Power BI integration via OData for teams that need to extend reporting into their existing BI environment. Portfolios is available as a cloud-hosted or on-premise deployment, and is SOC 2, ISO 27001, and ISO 27701 certified, with role- and permission-based access controls built for enterprise scale. Because the shift from annual planning to continuous, AI-supported portfolio management is a real change for most PMOs, Planview's Customer Success team works with new customers on a staged adoption path rather than a single all-at-once rollout, and Planview Adopt is available as a separate change management offering for organizations that need structured support driving adoption across a large user base. Planview has been named a Leader in the Gartner Magic Quadrant for Strategic Portfolio Management for four consecutive years, and a Leader in The Forrester Wave for Strategic Portfolio Management Tools, Q2 2026. Do you work for Planview Portfolios? [Manage this product listing](https://www.g2.com/products/planview-portfolios/claim_requests/new?auto=true) Wondering if Planview Portfolios is right for your organization? Our Business Process Management Software selection experts can help you in 15 minutes or less. ## Planview Portfolios User Interface ## Popular Planview Portfolios Alternatives Main Product Planview Portfolios 4.1 [(19)](https://www.softwareadvice.com/project-management/planview-enterpriseinsightanalytics-profile/reviews/) Ratings Breakdown - 3.79Ease of use - 3.93Value for money - 4.18Customer support - 4.11Functionality Pricing Available upon request Get Price Alternative Product [Celoxis](https://www.softwareadvice.com/project-management/celoxis-profile/) 4.5 [(568)](https://www.softwareadvice.com/project-management/celoxis-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.42Value for money - 4.47Customer support - 4.40Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Wrike](https://www.softwareadvice.com/project-management/wrike-profile/) 4.4 [(3044)](https://www.softwareadvice.com/project-management/wrike-profile/reviews/) Ratings Breakdown - 4.18Ease of use - 4.21Value for money - 4.33Customer support - 4.31Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Asana](https://www.softwareadvice.com/project-management/asana-profile/) 4.5 [(13764)](https://www.softwareadvice.com/project-management/asana-profile/reviews/) Ratings Breakdown - 4.38Ease of use - 4.40Value for money - 4.33Customer support - 4.38Functionality Pricing Starting at $10.99 per month Get Price Alternative Product [monday AI Work Platform](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6123)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.49Ease of use - 4.28Value for money - 4.43Customer support - 4.45Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [Teamwork.com](https://www.softwareadvice.com/project-management/teamwork-pm-profile/) 4.5 [(942)](https://www.softwareadvice.com/project-management/teamwork-pm-profile/reviews/) Ratings Breakdown - 4.32Ease of use - 4.44Value for money - 4.48Customer support - 4.37Functionality Pricing Starting at $9.99 per month Get Price ## Planview Portfolios Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Basic Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Planview Portfolios Features - Popular features found in Business Process Management Access Controls/Permissions Approval Process Control Business Process Automation Collaboration Tools Data Import/Export Document Management Drag & Drop Reporting/Analytics Task Management Third-Party Integrations Workflow Management - More features of Planview Portfolios Activity Dashboard Activity Tracking Ad hoc Reporting Alerts/Notifications API Budgeting/Forecasting Capacity Management Change Management Change Planning Change Tracking Charting Commenting/Notes Compliance Management Configurable Workflow Customizable Fields Customizable Forms Customizable Reports Customizable Templates Dashboard Dashboard Creation Data Visualization Financial Analysis Forecasting Gantt/Timeline View Goal Setting/Tracking Idea Management Ideation Kanban Board KPI Monitoring Milestone Tracking Modeling & Simulation Multi-Language Performance Management Performance Metrics Planning Tools Portfolio Management Prioritization Progress Reports Progress Tracking Project Accounting Projections Project Planning Real-Time Analytics Real-Time Data Real-Time Notifications Real-Time Reporting Release Management Reporting & Statistics Resource Management Roadmapping Sales Forecasting Scenario Planning Scorecards Single Sign On Status Tracking Strategic Planning Task Planning Task Progress Tracking Team Management Template Management Visual Analytics Visualization "What If" Scenarios ## Planview Portfolios Integrations Planview ProjectPlace Integration rated undefined from -1 review SofTrack Integration rated undefined from -1 review GitHub Integration rated undefined from -1 review Jira Integration rated undefined from -1 review Polarion ALM Integration rated undefined from -1 review Trello Integration rated undefined from -1 review See all 11 integrations ## Planview Portfolios User Reviews ## Planview Portfolios customer ratings - Overall rating: 4.1/5 - Total reviews: 19 ### Rating distribution - 5 stars: 7 reviews (37%) - 4 stars: 6 reviews (32%) - 3 stars: 6 reviews (32%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 3.8/5 - Value for money: 3.9/5 - Customer support: 4.2/5 - Functionality: 4.1/5 --- ### Planview - A tool for resource database and financial management - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 10000+ employees - Product usage: Used daily for more than 2 years - Reviewed: January 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, its a solid tool to take good load of enterprise level needs. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros > Enterprise tool > Great for looking at various financial views at different levels from enterprise to program to project > Time-sheet tool for time tracking by resources > Help with milestones tracking #### Cons Not so good to have schedule and cost tracked as package. Also, not sure - how suitable this is for SAFe methodologies. --- ### Planview Portfolios Review - Overall rating: 5/5 - Reviewer: Rachid K. - Verified reviewer: Yes - Industry: Banking - Company size: 5001-10000 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered Plainview Portfolios is a better way to manage your business and take profitability given the analytics and reporting aspect. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The prioritization is the most feature on this program cause it helps to prioritize tasks, save time and risks. #### Cons The analytics and reporting is a helpful tool exist on this program to make new strategic goals to improve the business's profitability. --- ### A good ppm platform - Overall rating: 3/5 - Reviewer: Stefano C. - Verified reviewer: Yes - Industry: Banking - Company size: 5001-10000 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Planview is a good platform for manage project but need some evolution #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 2/5 - Functionality: 4/5 #### Pros The user experience on the platform, very easy to use #### Cons The possibility to customize the platform --- ### Plainview survey - Overall rating: 5/5 - Reviewer: Judy H. - Verified reviewer: Yes - Industry: Apparel & Fashion - Company size: Self-Employed - Product usage: Used daily for free trial - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered I love how the site is setup and easy to use and understand everything #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to setup and easy to use very much understandable to use #### Cons There are a few things that was not helpful in what a person in need --- ### Easy to use Project management portal - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Mining & Metals - Company size: 1001-5000 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Project management and revenue tracking #### Ratings breakdown - Ease of use: 3/5 - Functionality: 5/5 #### Pros Ease of use and detailed visibility to new projects and initiatives with timelines and a way to track revenue and growth. #### Cons Although the portal is easy to use, the user interface may be a little difficult to navigate for beginners. --- ### A good program, but complex - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It is an average software that does not make it very user friendly. It has many resources within, but the cons outweigh the pros often. I would not be disappointed if we changed out software. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 2/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros I would compare it to a microsoft project software. It is easy to manage multiple things at the same time and has many useful reports to run. #### Cons It has a big learning curve and it difficult to learn on the fly. It does crash and glitch frequently and there is no way to undo a mistake with a clock of a button --- ### Can be much better - Overall rating: 3/5 - Reviewer: Shashank T. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 10000+ employees - Product usage: Used monthly for less than 2 years - Reviewed: March 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Focus needs to be on ease of use. User adoption is not good #### Ratings breakdown - Ease of use: 3/5 - Functionality: 4/5 #### Pros Has lots of features including capacity planning #### Cons Capacity can be updated by individual users but it is not easy to use which creates lot of resistance from users to regularly update it. --- ### Planview Project Portfolio not so user friendly - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 10000+ employees - Product usage: Used weekly for less than 2 years - Reviewed: September 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 2/5 - Functionality: 3/5 #### Pros Better than some other management systems but just as cumbersome as most. If you are using this then there is a business need to track project spends and allocation so useful for that. #### Cons The interface is not super friendly and with an enterprise of hundreds of projects finding allocated projects and line items to show expenditures and add time tracking to them is a pain. Setting up recurring weekly timesheets also not very persistent for users, --- ### Good Tool For Project Management - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 5001-10000 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It has different user roles which are similar to real life and has similar access. Application UI is good and easy to use #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Planview Enterprise One is a project management tool good for managing work, time and resources. #### Cons It could be bit different to setup initial. --- ### Good time tracking software for companies with many projects. - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Product usage: Used daily for less than 2 years - Reviewed: November 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Each week it presents you with your most commonly added project/tasks that you can auto add to your time sheet for the week. #### Cons The navigation/search functionality often doesn't work well when your company has a very large amount of projects. --- Showing 1 - 10 of 19 Reviews [See All Reviews](https://www.softwareadvice.com/project-management/planview-enterpriseinsightanalytics-profile/reviews/) ## Planview Portfolios Popular Comparisons [Jira vs Planview Portfolios](https://www.softwareadvice.com/project-management/atlassian-jira-profile/vs/planview-enterpriseinsightanalytics/) [Compare All Alternatives](https://www.softwareadvice.com/project-management/planview-enterpriseinsightanalytics-profile/alternatives/) ## Other Top Recommended Business Process Management Software [Trello](https://www.softwareadvice.com/project-management/trello-profile/) **4.5** (23636) Recently recommended **0** times [Jira](https://www.softwareadvice.com/project-management/atlassian-jira-profile/) **4.4** (15501) Recently recommended **0** times [Asana](https://www.softwareadvice.com/project-management/asana-profile/) **4.5** (13764) Recently recommended **0** times [monday AI Work Platform](https://www.softwareadvice.com/marketing/monday-com-profile/) **4.6** (6123) Recently recommended **0** times Stuck Between Options? 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