Planview

What is planview

Planview is an enterprise portfolio and work management platform that helps organizations plan, prioritize, and deliver strategic investments across projects, products, and operational work. It provides functionality for portfolio management, resource planning, financial tracking, roadmapping, and agile delivery. Planview targets PMOs, portfolio managers, product leaders, enterprise IT, and resource managers who need visibility and governance across multiple delivery methods and investment types.

Planview is offered as a suite of products including enterprise-grade portfolio management, collaborative work management, and lean/Agile delivery capabilities. The platform can be deployed in the cloud or on-premises depending on organizational requirements and typically integrates with development, financial, and collaboration systems to provide a single source of truth for strategic work.

Use cases commonly addressed by Planview include capacity and resource planning across teams, demand intake and prioritization, financial scenario planning for portfolios, strategy-to-delivery traceability, and combining predictive project management with Agile execution at scale. Organizations use Planview to standardize processes, reduce portfolio risk, and make investment decisions based on capacity and expected outcomes.

Planview features

What does planview do?

Planview centralizes portfolio, program, and work-level data so decision makers can see capacity, cost, and status across all investments. Key functional areas include demand intake and scoring, portfolio optimization, resource and capacity planning, financial forecasting, and program execution tracking.

The product supports multiple delivery practices: traditional project management (Gantt/timeline), Lean/Kanban boards for continuous delivery, and Agile (scrum) at scale. That makes it possible for organizations to manage hybrid delivery models within one platform and to roll up metrics and progress to the portfolio level.

Planview also acts as a repository for roadmaps and strategic objectives, enabling leaders to link strategy to specific investments and measure progress against outcomes. Reporting and configurable dashboards deliver role-specific views for executives, PMOs, delivery leads, and resource managers.

Core features (examples):

• Project portfolio management: centralized intake, scoring, prioritization, and scenario planning for portfolios and programs
• Resource and capacity planning: skills-based resource allocation, capacity modeling, utilization tracking, and what-if scenarios
• Financial management: budget tracking, cost forecasting, capital vs. operational spend visibility, and ROI modeling
• Roadmapping and strategy alignment: strategy mapping, dependency management, and timeline visualization across initiatives
• Agile and Lean delivery: Kanban boards, sprint management, backlog prioritization, and support for scaled Agile frameworks
• Work collaboration: task-level collaboration, document attachments, and team status updates integrated with portfolio views
• Reporting and analytics: configurable dashboards, earned value metrics, resource heat maps, and executive scorecards

Planview also includes automation for approvals, workflow orchestration for intake and stage-gating, and integration points to connect to ERP, financial systems, issue trackers, and collaboration tools.

Planview pricing

Planview offers these pricing plans:

• Starter: $15/month per user (estimated entry-level cloud package for small teams; limited portfolio features)
• Professional: $45/month per user (estimated mid-tier plan with expanded portfolio, resource and reporting features)
• Enterprise: Custom pricing (full-featured enterprise deployment with advanced governance, security, integrations, and dedicated support)

Planview’s commercial licensing frequently depends on which product modules are purchased (for example: portfolio management, resource management, Agile delivery) and whether the deployment is cloud or on-premises. Pricing can also be influenced by the number of named users, concurrent users, and add-ons such as analytics packs, professional services, or premium integrations.

For accurate, up-to-date pricing and to understand licensing options for specific modules, check Planview's current pricing options and licensing models.

How much is planview per month

Planview starts at approximately $15–$45/month per user for entry and mid-tier cloud packages in typical small-team configurations. Larger organizations or those requiring advanced portfolio, enterprise governance, and premium support should expect higher per-user pricing or custom quotes.

Monthly rates vary based on module selection, the required level of reporting and analytics, and whether professional services are included in the initial implementation. Many enterprise customers negotiate volume discounts, annual commitments, or enterprise licenses that change the effective monthly cost.

If you need a strict per-month figure for budgeting, request a tailored quote from Planview or work with a reseller to model expected monthly costs based on users and modules.

How much is planview per year

Planview costs approximately $180–$540/year per user in the typical entry-to-mid tier cloud scenarios when paying monthly-equivalent annualized tallies. For enterprise licensing, annual costs are custom and may range into the tens or hundreds of thousands of dollars depending on scope.

Annual costs commonly include subscription fees, optional maintenance for on-premises deployments, and a first-year implementation services estimate. When budgeting annually, include onboarding and change-management expenses which can be material for enterprise deployments.

For final annual licensing and support costs, contact Planview directly or consult your implementation partner to produce a firm quote based on your environment and intended adoption scope.

How much is planview in general

Planview pricing ranges from approximately $15/month per user to custom enterprise pricing that can total hundreds of thousands annually. Entry-level cloud packages are priced at a per-user rate, while enterprise agreements are negotiated and may be structured as site or organization-wide licenses.

Total cost of ownership should account for subscription fees, professional services for configuration and data migration, integration middleware, training, and change management. Organizations with complex integrations or many user roles should plan for higher implementation and recurring costs.

Always validate current rates and available bundles by contacting Planview directly or visiting Planview’s product pricing details at Planview's pricing information.

What is planview used for

Planview is used to manage and govern project, program, and product portfolios so that organizations can align investments to strategy, prioritize work, and allocate resources efficiently. It’s commonly adopted by enterprise PMOs, product management offices, and IT portfolio offices where cross-portfolio visibility and financial control are required.

Common uses include intake and prioritization of new initiatives, capacity planning across teams, scenario-based portfolio optimization (what-if tradeoffs), and linking strategic objectives to delivery outcomes. It’s also used to standardize stage-gate processes and provide audit-ready governance for investments.

Operationally, Planview is used to balance long-term strategic roadmaps with short-term delivery realities, enabling organizations to track scope, schedule, budget, and resource constraints in one system. It’s also used to support Agile-at-scale practices by combining sprint-level delivery tracking with portfolio-level KPIs.

Pros and cons of planview

Planview’s strengths include comprehensive portfolio and resource management capabilities, strong support for hybrid delivery models, and enterprise-grade reporting and governance. The product is feature-rich and designed to support complex organizations with mature PMO processes.

However, Planview’s breadth can bring complexity: implementations tend to be larger projects that require configuration, governance, and training. Smaller teams or organizations without formal portfolio processes may find the platform heavier than necessary and could prefer simpler collaborative work tools.

Other trade-offs include upfront implementation time and cost for integrations, and the learning curve for non-technical users. For many enterprise customers the benefits of standardized governance, improved capacity planning, and consolidated reporting outweigh these costs, especially in multi-portfolio environments.

Planview free trial

Planview typically offers product demonstrations, sandbox trials, or time-limited evaluations for decision makers and proof-of-concept work. Trial availability and scope vary by product (for example, an Agile-focused product trial versus a full portfolio management sandbox).

A trial or sandbox is useful to validate integrations, custom workflows, reporting requirements, and role-based views before a full rollout. During trials organizations should test common scenarios such as intake, resource allocation, cost tracking, and cross-portfolio reporting to ensure the platform meets governance needs.

To request a trial or schedule a guided demo, contact Planview sales or use Planview’s resources and contact channels available at Planview product trials and demos.

Is planview free

No, Planview does not offer a fully free plan for its core enterprise portfolio products. Trial or demonstration sandboxes are available on request, but production licensing is subscription-based or custom negotiated for on-premises deployments.

Some smaller team-oriented tools in the market provide free tiers; Planview is designed for enterprise scale and governance, so pricing and licensing reflect that positioning. Contact Planview for trial options and to evaluate pricing against expected use.

Planview API

Planview exposes programmatic interfaces to enable integrations with third-party systems, automation of workflows, and extraction of reporting data. Depending on the Planview product you deploy, APIs typically include REST endpoints for CRUD operations on portfolio objects, resource and allocation entities, and reporting datasets.

Planview supports OAuth2-based authentication for API access, role- and permission-based access controls, and webhooks or event notifications for real-time synchronization with external systems. Many enterprise customers use the APIs to integrate with issue trackers (for example, Jira or Azure DevOps), HR and resource systems (Workday), finance/ERP systems, and single sign-on providers.

To broaden integration reach, Planview offers an integration hub or marketplace with pre-built connectors and ETL patterns that reduce the effort of building custom links. For developer documentation and API reference material, consult Planview’s developer resources and integration documentation at Planview developer and integration resources.

10 Planview alternatives

Paid alternatives to Planview

• Microsoft Project — well-known project and portfolio toolset that integrates tightly with Microsoft 365 and offers desktop and cloud project management features.
• ServiceNow Project Portfolio Management — enterprise PPM with strong IT service management alignment and workflow automation suitable for IT organizations.
• Smartsheet — flexible spreadsheet-style work management with portfolio roll-up features and strong automation for cross-team coordination.
• Workfront — enterprise work management focused on marketing and enterprise teams; strong in intake, approval workflows, and capacity planning.
• Planisware — enterprise project portfolio management known for complex engineering and R&D portfolio use cases.
• Clarity PPM (Broadcom) — large-scale PPM product used in enterprise IT and PMO environments for demand, resource, and financial management.

These paid alternatives vary in strengths: some are better suited to ITSM integration, others to marketing or engineering portfolios. Evaluate by integration needs, governance maturity, and preferred delivery methods.

Open source alternatives to Planview

• OpenProject — browser-based project and portfolio management with roadmaps, Gantt charts, and agile boards that can be self-hosted.
• Taiga — open source Agile project management focused on scrum and Kanban workflows, for teams that need lightweight Agile tooling.
• Redmine — extensible project management platform with plugins for resource tracking and portfolio views; self-hosting and community-led development.
• Odoo Project — part of the broader Odoo suite; provides task, timesheet, and basic portfolio features with self-hosting options.
• Kanboard — minimalist Kanban-focused project tool that is lightweight and suitable for teams focused on flow and continuous delivery.

Open source options are attractive when organizations want full control over hosting, customization, and licensing cost, but they generally require more internal maintenance and may lack enterprise-level portfolio analytics out of the box.

Frequently asked questions about Planview

What is Planview used for?

Planview is primarily used for enterprise portfolio and resource management. Organizations use it to prioritize investments, allocate resources across projects and products, and track financial and delivery performance across portfolios. It provides portfolio optimization, capacity planning, and strategy-to-execution traceability.

Does Planview integrate with Jira?

Yes, Planview offers integrations with Jira. Many customers integrate Planview with Atlassian Jira to connect portfolio-level planning with team-level agile execution, enabling synchronization of issues, sprints, and progress metrics.

How much does Planview cost per user?

Planview starts at approximately $15–$45/month per user for entry and mid-tier cloud packages; enterprise pricing is custom. Final per-user pricing depends on chosen modules, number of users, deployment model, and professional services.

Is there a free version of Planview?

No, Planview does not offer a fully free production version. Trial sandboxes or demonstrations are usually available, but production deployments require subscription or negotiated enterprise licenses.

Can Planview be used for Agile portfolio management?

Yes, Planview supports Agile portfolio and scaled Agile practices. The platform provides Kanban and sprint-level tools and can roll up Agile metrics and progress into portfolio dashboards for hybrid delivery environments.

What's the difference between Planview and Microsoft Project?

The main difference is scope and integration focus. Microsoft Project focuses on scheduling and project-level planning with tight Microsoft 365 integration, while Planview emphasizes enterprise portfolio governance, resource capacity planning, and cross-portfolio financials for complex organizations.

Does Planview work with single sign-on (SSO)?

Yes, Planview supports enterprise single sign-on and identity federation. It typically supports SAML-based SSO, and can integrate with corporate identity providers to enforce centralized authentication and access controls.

How secure is Planview?

Planview provides enterprise-grade security controls and compliance features. The platform supports encryption in transit, role-based access, SSO, and typically offers compliance information, certifications, and details through its security documentation and customer agreements.

Can I import data from Excel into Planview?

Yes, Planview supports data import from Excel and CSV files. Common import scenarios include migrating project lists, resource tables, and financial data. Many customers also use connectors or ETL tools for larger migrations.

What training resources does Planview offer?

Planview provides product training, documentation, and professional services. Training ranges from online documentation and webinars to paid implementation and change-management services; enterprise customers can purchase onboarding and tailored training packages.

planview careers

Planview hires across product engineering, professional services, customer success, sales, and implementation consulting roles. Engineering teams focus on cloud platform development, integrations, and analytics features, while services teams support large-scale deployments and configuration.

Careers at Planview typically emphasize experience with enterprise SaaS, portfolio management domains, or integration technologies. Roles in customer-facing teams often require consulting skills to map customer processes to product capabilities and to lead change management.

Open positions, benefits, and hiring processes are published on Planview’s corporate careers pages and recruiting channels. For current openings and application details, review the opportunities listed at Planview careers and job openings.

planview affiliate

Planview maintains a partner and reseller ecosystem that includes systems integrators, consulting firms, and technology partners who provide implementation, customization, and managed services. Partner programs typically include training, certification tracks, and joint go-to-market support.

If you are interested in affiliate or partner arrangements, Planview evaluates partners based on domain expertise in project/portfolio management, vertical specialization, and technical capabilities for integrations and custom development.

To explore partner options or to apply as a reseller, consult Planview’s partner pages and contact their partnerships team at Planview partner program information.

Where to find planview reviews

User reviews for Planview can be found on enterprise software review sites and analyst reports. Look for customer feedback on deployment complexity, reporting strengths, resource management capabilities, and support responsiveness.

Useful places to compare real-user experiences include product review marketplaces, industry analyst reports, and case studies published by Planview. For curated materials and customer success stories, see Planview’s customer case studies and resources at Planview customer case studies and reviews.