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Planview

Planview provides strategic portfolio management and software delivery solutions for enterprise EPMOs, product leaders, and engineering organizations. It helps organizations prioritize initiatives, model scenarios within resource and financial constraints, connect toolchains like Jira and ADO, and measure delivery efficiency across projects, products, and services.

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What is Planview

Planview is a vendor of Strategic Portfolio Management and Software Delivery solutions used by enterprise organizations to align investments and delivery with strategic objectives. The platform combines portfolio-level prioritization, capacity and resource planning, financial and funding management, and software delivery orchestration so leaders can make decisions with real constraints in mind. Planview products are used across EPMO, product management, IT delivery, and professional services functions to coordinate complex parallel work and improve predictability.

Planview positions its product set to support both top-down strategy-to-execution use cases (prioritizing and funding portfolios) and bottom-up delivery management (tracking work in teams, toolchain integration, release management). The vendor emphasizes connected data across tools so organizations can analyze end-to-end value streams, identify bottlenecks, and measure outcomes tied to investment choices.

Enterprises typically deploy Planview to solve problems such as inconsistent prioritization, fragmented reporting across project and product teams, lack of visibility into resource capacity, and slow software release processes. The platform supports hybrid delivery models and can be configured to reflect program, product, and service operating models.

Planview features

What does Planview do?

Planview provides a set of capabilities that enable organizations to prioritize initiatives, plan against constrained resources, and accelerate software delivery. Key capabilities include:

  • Portfolio prioritization and investment planning to rank projects, products, and services by strategic value, cost, and risk.
  • Resource and capacity planning to match demand to available skills and headcount across teams and business units.
  • Scenario modeling and financial planning that let leaders compare funding options, forecast spend, and test trade-offs before committing.
  • Integration with developer and IT tools (for example, Jira, Azure DevOps, ServiceNow) to provide continuous visibility into delivery status and flow.
  • Release orchestration and test-resource optimization to reduce conflicts and accelerate deployments at scale.

Planview also provides dashboards, reporting, and AI/analytics features to surface insights such as pipeline health, delivery efficiency metrics, and risk hotspots. Its reporting capabilities typically include configurable portfolio views, executive dashboards, and program-level trackers that aggregate data from distributed teams.

The vendor offers role-based features for executives, portfolio managers, product managers, delivery leads, and resource planners so each role sees the data and controls required to make decisions. Automation features support approvals, funding adjustments, and status updates to reduce manual effort.

Planview pricing

Planview offers flexible pricing tailored to different business needs, from individual users to enterprise teams. Pricing typically includes subscription options with monthly and annual billing, and Planview often structures quotes by product module, number of users, and level of enterprise services or integrations required. Enterprises usually receive volume discounts and multi-year contract options when bundling portfolio management with digital product development modules.

Because Planview sells multiple products and modular solutions, many customers receive custom quotes based on the selected combination of capabilities (for example, portfolio management, Agile planning, and release orchestration). For an authoritative cost estimate and licensing options, consult Planview’s published product pages and request a vendor quote. Check Planview’s current product pages and procurement guidance for details and contact options.

Visit their official pricing page for the most current information.

How much is Planview per month

Planview offers subscription pricing with monthly and annual billing options; monthly per-user rates vary by product module and selected feature set. Pricing is typically determined by the combination of portfolio, project, and software delivery modules you license and the number of named or concurrent users. Many enterprise deals are negotiated with volume tiers and implementation services included.

For accurate monthly pricing for your organization, request a tailored quote from Planview through their procurement channels or an authorized reseller. Their product and licensing pages describe how modules are packaged.

How much is Planview per year

Planview offers annual subscription options that commonly provide cost savings versus monthly billing; the exact annual cost depends on modules, user counts, and support levels. Enterprises often secure discounted annual or multi-year contracts when they commit to broader deployments or professional services for migration and configuration.

To determine annual pricing and potential savings for yearly billing, contact Planview sales or review the company’s licensing documentation. Check Planview’s official product pages for guidance on packaging and licensing.

How much is Planview in general

Planview pricing ranges from modular subscription quotes for small deployments to multi-hundred-thousand-dollar enterprise engagements. Small teams or single-module deployments will be significantly lower than global implementations covering thousands of users and multiple product suites. Typical commercial enterprise portfolio management and delivery platform implementations involve software licenses, integration services, and change-management spend that should be budgeted together.

When planning costs, consider recurring subscription fees, professional services for rollout, training and adoption, integration work (for tools like Jira and ADO), and hosting or cloud infrastructure if a managed option is selected. For planning reference and to build a procurement case, review Planview’s resources on deployment considerations and case studies at the Planview site.

What is Planview used for

Planview is used to align strategy with execution by providing visibility, prioritization, and control over investments and delivery. Common use cases include:

  • Enterprise Portfolio Management: ranking initiatives by strategic fit, ROI, and risk so capital and operating funds are allocated to highest-impact work.
  • Resource and Capacity Management: balancing demand across teams and skills to avoid overload, reduce context switching, and make hiring decisions data-driven.
  • Digital Product Development: connecting product roadmaps to engineering delivery, measuring flow efficiency, and reducing cycle times through toolchain integration.
  • Professional Services Optimization: managing billable project work, utilization, and margins for services organizations.

Organizations also use Planview to implement outcome-based KPIs and practices such as Objectives and Key Results (OKRs), value-stream-based funding, and enterprise Agile at scale. The platform supports cross-portfolio dependency tracking and risk management to reduce unexpected impacts when priorities or market conditions change.

Pros and cons of Planview

Pros:

  • Centralized view of strategy, portfolio, and delivery that supports data-driven decisions across large organizations.
  • Modular product architecture lets organizations license only the capabilities they need and integrate with existing toolchains such as Jira and Azure DevOps.
  • Reporting, scenario modeling, and resource planning features designed for executives, portfolio managers, and delivery leads.
  • Case studies and analyst recognition indicate maturity for enterprise-scale PPM and product portfolio use cases.

Cons:

  • Enterprise deployments can require significant configuration, professional services, and change management to align with existing processes.
  • Pricing and packaging are typically quoted per organization, so smaller teams may find entry costs and procurement cycles heavier than with pure self-service tools.
  • Integrations and data mapping across toolchains require planning and governance to ensure reliable cross-system reporting.

Users evaluating Planview should weigh the benefits of integrated enterprise portfolio control against the implementation and operational efforts required to maintain connected data sources.

Planview free trial

Planview offers on-demand demos and free trials for selected products, often aimed at showing capability rather than providing a long-term sandbox for full-scale adoption. Trials and sandbox environments are typically configured to demonstrate portfolio views, scenario modeling, and basic integrations.

Trial availability and duration depend on the specific Planview product and regional sales agreements. Prospective customers should request a demo or trial through Planview’s contact channels to get a hands-on evaluation of modules relevant to their use case. See Planview’s on-demand demo library and trial information for available demonstrations and trial options.

Is Planview free

No, Planview does not offer an unlimited free version for enterprise use. The vendor does provide on-demand demos, limited trials for specific modules, and public resources to evaluate features. Organizations planning production use will typically purchase subscriptions and implementation services.

Planview API

Planview provides APIs and connectors to enable integrations with common development, ITSM, and collaboration tools. APIs allow customers to sync work items, automate status updates, extract reporting data, and connect Planview to CI/CD and ALM systems for continuous visibility into delivery.

Common integration targets include developer platforms such as Jira and Azure DevOps, ITSM systems like ServiceNow, and data platforms for reporting. Planview also supports connectors or middleware integration patterns that map Planview constructs (projects, work items, releases) to upstream and downstream tools.

For technical details on endpoints, authentication, rate limits, and SDKs, consult Planview’s developer resources and integration documentation. Review Planview’s integration and developer guidance for current API references and supported connectors.

10 Planview alternatives

Paid alternatives to Planview

  • Microsoft Project Online / Project for the web — Enterprise-grade project and portfolio planning tied into Microsoft 365; strong scheduling and resource capabilities for organizations invested in the Microsoft stack.
  • CA Project & Portfolio Management (Broadcom) — Comprehensive PPM offering for large enterprises requiring complex governance and resource optimization.
  • Clarity (Broadcom/CA) — Feature-rich portfolio and resource management with financial controls and extensive governance capabilities.
  • Workday Adaptive Planning — Financial planning and workforce modeling that can be paired with delivery planning for investment-level financial forecasting.
  • ServiceNow ITBM — Integrated IT business management that connects demand, project delivery, and financials within ServiceNow’s platform.
  • Planisware — Portfolio and resource management geared toward R&D and product development organizations with complex project portfolios.
  • Wrike Enterprise — Scalable work management and portfolio views with extensive workflow automation and cross-team collaboration features.

Open source alternatives to Planview

  • OpenProject — Open source project and portfolio management with roadmap, Gantt, and basic portfolio views suitable for organizations seeking a self-hosted option.
  • Taiga — Agile project management platform with boards and backlogs; better suited to engineering teams that need lightweight planning rather than full PPM.
  • Redmine — Flexible project tracker with plugins for portfolio-like reporting; requires effort to assemble portfolio workflows.
  • Odoo (Project app) — Open source ERP with project management and resource tracking modules that can be extended for simple portfolio use cases.

Frequently asked questions about Planview

What is Planview used for?

Planview is used for strategic portfolio management and software delivery oversight. Organizations use it to prioritize projects and products, align funding to strategy, model scenarios, and get continuous visibility into software development and delivery pipelines.

How does Planview integrate with Jira and Azure DevOps?

Planview integrates with Jira and Azure DevOps via connectors and APIs. These integrations sync work items, status, and release information so portfolio-level reporting reflects team-level progress and delivery flow.

Does Planview offer AI or analytics features?

Yes, Planview includes analytics and AI-assisted scenario modeling. The platform uses analytics to surface delivery risks, predict resource constraints, and support what-if portfolio trade-off analysis.

Can Planview support Agile at scale?

Yes, Planview supports enterprise Agile planning and value-stream alignment. It provides portfolio backlogs, capacity planning for Agile teams, and mechanisms to connect product roadmaps to engineering delivery.

Is there a free version of Planview?

No, Planview does not provide a full free plan for production use. The vendor offers demos, trials for specific modules, and resource materials; production deployments require subscriptions.

Why would an organization choose Planview over smaller tools?

Organizations choose Planview for enterprise-level visibility and governance. It centralizes portfolio decisions, resource management, and financial planning in ways smaller tools often cannot, which suits complex, multi-program environments.

When should I contact Planview sales for pricing?

Contact Planview sales when you require a production deployment or multi-module licensing. Sales will provide tailored quotes that reflect the modules, user counts, integrations, and professional services you need.

Where can I find Planview product reviews?

Planview reviews can be found on industry review sites and analyst reports. Look at sources such as TrustRadius and Software Reviews for customer ratings, and consult analyst write-ups for capability comparisons; Planview also publishes customer case studies on its site.

How do I get started with a Planview trial or demo?

Request a demo or trial via Planview’s resources and contact pages. The company provides on-demand demos and can arrange product-specific trials to evaluate portfolio and delivery features relevant to your use case.

Does Planview provide training and onboarding services?

Yes, Planview offers onboarding, training, and professional services. Customers commonly purchase implementation services, configuration assistance, and training programs to accelerate adoption and ensure accurate portfolio configuration.

Planview careers

Planview publishes open positions across product, engineering, sales, and customer success. Careers information typically includes role descriptions, location information, and benefits. Organizations interested in joining Planview should review the company’s careers portal for current openings and recruitment processes.

Planview affiliate

Planview partners with resellers, systems integrators, and technology partners to deliver solutions. Prospective affiliates or channel partners can contact Planview’s partner program to explore reseller agreements, integration partnerships, or referral arrangements. Partner programs often provide training, deal registration, and co-marketing benefits.

Where to find Planview reviews

Planview’s product reviews are available on major software review platforms and analyst reports. Consult TrustRadius, Software Reviews, and industry analyst publications for customer feedback, ratings, and comparative evaluations. Planview also publishes customer case studies and testimonials on their website.

Planview affiliate

Planview's partner ecosystem includes consulting firms, system integrators, and technology partners that help with implementation, integration, and change management. Prospective partners should review Planview’s partner pages to understand program tiers, enablement resources, and referral processes.

Planview careers

Planview lists hiring opportunities across product development, professional services, sales, and customer success. Candidate resources typically include job descriptions, recruiting contacts, and information on remote and on-site roles. For current openings and application instructions, check Planview’s career listings.

Where to find Planview reviews

To evaluate customer sentiment, look at independent review platforms such as TrustRadius and Software Reviews, and read Planview’s published case studies. Analyst reports that mention Planview provide context on market positioning and capabilities; consult relevant analyst pages and Planview’s resources library for links to these reports.

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Planview: Enterprise-grade planning and delivery controls for prioritizing investments, aligning work to strategy, and accelerating software value streams – Invoicing Software