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description: Review of Planview Portfolios Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
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title: Planview Portfolios | Reviews, Pricing & Demos - SoftwareAdvice IE
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# Planview Portfolios

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> Most organizations plan once a year and then spend the rest of the year improvising around a plan that's already out of date.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.
> 
> Verdict: Rated **4.1/5** by 19 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.1/5** | 19 Reviews |
| Ease of Use | 3.8/5 | Based on overall reviews |
| Customer Support | 4.2/5 | Based on overall reviews |
| Value for Money | 3.9/5 | Based on overall reviews |
| Features | 4.1/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: Planview
- **Founded**: 2000

## Commercial Context

- **Pricing model**: Per User
- **Pricing Details**: Please contact Planview for a quote to match your needs.
- **Target Audience**: 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Austria, Belgium, Canada, Denmark, Finland, Germany, Iceland, Ireland, Luxembourg, Netherlands, New Zealand, Norway, Singapore, Sweden, Switzerland, United Kingdom, United States

## Features

- "What If" Scenarios
- API
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Budgeting/Forecasting
- Capacity Management
- Change Management
- Change Planning
- Change Tracking
- Charting
- Collaboration Tools
- Commenting/Notes
- Compliance Management
- Configurable Workflow
- Customisable Forms
- Customisable Reports
- Customisable Templates
- Customizable Fields

## Integrations (13 total)

- Asana
- Azure DevOps Server
- Dynamics 365
- GitHub
- GitLab
- Jira
- Planview ProjectPlace
- Polarion ALM
- ServiceNow IT Service Management
- SofTrack
- Trello
- Zendesk Suite
- codebeamer

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Enterprise Architecture Tools](https://www.softwareadvice.ie/directory/4174/enterprise-architecture/software)

## Related Categories

- [Enterprise Architecture Tools](https://www.softwareadvice.ie/directory/4174/enterprise-architecture/software)
- [Product Lifecycle Management Software](https://www.softwareadvice.ie/directory/444/product-lifecycle-management/software)
- [IT Management Software](https://www.softwareadvice.ie/directory/4563/it-management/software)
- [Workflow Management Software](https://www.softwareadvice.ie/directory/4272/workflow/software)
- [Business Process Management Software](https://www.softwareadvice.ie/directory/4351/bpm/software)

## Alternatives

1. [Jira](https://www.softwareadvice.ie/software/4315/jira) — 4.4/5 (15457 reviews)
2. [Confluence](https://www.softwareadvice.ie/software/430492/confluence) — 4.5/5 (3714 reviews)
3. [Aha\!](https://www.softwareadvice.ie/software/24611/aha) — 4.7/5 (565 reviews)
4. [monday.com AI Work Platform](https://www.softwareadvice.ie/software/131008/monday-com) — 4.6/5 (6095 reviews)
5. [Wrike](https://www.softwareadvice.ie/software/3777/wrike-pm) — 4.4/5 (3037 reviews)

## Reviews

### "Planview - A tool for resource database and financial management" — 4.0/5

> **Verified Reviewer** | *11 January 2019* | Health, Wellness & Fitness | Recommendation rating: 7.0/10
> 
> **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.
> 
> Overall, its a solid tool to take good load of enterprise level needs.

-----

### "Planview Portfolios Review" — 5.0/5

> **Rachid** | *20 April 2025* | Banking | Recommendation rating: 10.0/10
> 
> **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.
> 
> Plainview Portfolios is a better way to manage your business and take profitability given the analytics and reporting aspect.

-----

### "A good ppm platform" — 3.0/5

> **Stefano** | *24 March 2025* | Banking | Recommendation rating: 7.0/10
> 
> **Pros**: The user experience on the platform, very easy to use
> 
> **Cons**: The possibility to customize the platform
> 
> Planview is a good platform for manage project but need some evolution

-----

### "Plainview survey" — 5.0/5

> **Judy** | *23 April 2025* | Apparel & Fashion | Recommendation rating: 10.0/10
> 
> **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
> 
> I love how the site is setup and easy to use and understand everything

-----

### "Easy to use Project management portal" — 4.0/5

> **Verified Reviewer** | *5 October 2018* | Mining & Metals | Recommendation rating: 8.0/10
> 
> **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.
> 
> Project management and revenue tracking

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/334774/planview-enterpriseinsightanalytics)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/project-management/planview-enterpriseinsightanalytics-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/334774/planview-enterpriseinsightanalytics> |
| en-GB | <https://www.softwareadvice.co.uk/software/334774/planview-enterpriseinsightanalytics> |
| en-IE | <https://www.softwareadvice.ie/software/334774/planview-enterpriseinsightanalytics> |
| en-NZ | <https://www.softwareadvice.co.nz/software/334774/planview-enterpriseinsightanalytics> |

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