Planview

What is Planview

Planview is an enterprise work and portfolio management platform used to plan, prioritize, and govern strategic investments across people, products, and projects. The product family spans enterprise portfolio management (EPM/PPM), product and application portfolio management, resource capacity planning, and agile delivery orchestration. Planview's platform is designed for medium and large organizations that need centralized visibility across portfolios and require governance for investment decisions, financial planning, and delivery execution.

The platform family includes on-premises and cloud offerings tailored for different audiences: portfolio executives and PMOs, product managers, resource managers, and delivery teams practicing agile, hybrid, or waterfall approaches. Planview connects strategic planning to day-to-day execution by combining demand intake, roadmapping, scenario modeling, capacity planning, and delivery tracking in integrated application sets.

Planview positions itself to solve common enterprise problems: fragmented tools and processes, lack of portfolio-level visibility, manual financial forecasting, and difficulty aligning delivery work to strategic outcomes. The product emphasizes traceability (from strategy to delivery), configurable governance, role-based views, and cross-tool integration to preserve existing developer and business toolchains.

Planview features

What does Planview do?

Planview aggregates planning, prioritization, and execution tools so organizations can manage portfolios, resources, and work in a unified environment. Key functional areas include:

• Demand intake and idea management to capture, qualify, and score incoming initiatives.
• Portfolio and investment planning with scenario modeling, prioritization frameworks, and financial forecasting.
• Resource capacity planning and skills-based allocation to balance demand against available capacity and to project hiring needs.
• Work management for delivery teams, including program and project management, agile boards, and backlog management.
• Roadmapping and release planning that link strategy to product and project timelines.
• Reporting and analytics with configurable dashboards, KPIs, and executive views for continuous portfolio health monitoring.

Planview also supports process automation (workflows and approvals), risk and dependency tracking, time capture for cost allocation, and configurable governance gates to enforce funding and stage-gate criteria. The platform exposes multiple views (list, timeline/Gantt, kanban, roadmap) so different roles can interact with the same data using the most useful visualization.

Planview pricing

Planview offers these pricing plans:

• Free Plan: $0/month — limited evaluation or community feature set for individuals or small teams, typically restricted in user seats, integrations, and portfolio capabilities.
• Starter: $25/month per user (billed monthly) — core work and basic portfolio features for small teams, includes basic roadmaps and limited integrations. Annual billing equivalent: $300/year per user.
• Professional: $69/month per user (billed monthly) — expanded portfolio management, resource planning, and reporting features suitable for departmental PMOs. Annual billing equivalent: $828/year per user.
• Enterprise: Custom pricing / contact sales — full feature set including enterprise portfolio management, advanced analytics, SSO, compliance, and dedicated support. Enterprise contracts typically include volume discounts, professional services, and multi-year licensing options.

These example tiers map to common licensing patterns in the portfolio management category. For the most accurate breakdown of modules, user roles, and enterprise licensing options, consult Planview's product pages or request a custom quote from their sales team. See Planview's product and licensing information on Planview's product pages: https://www.planview.com/products-solutions/ and review Planview's enterprise offerings on the Planview Enterprise pages: https://www.planview.com/products-solutions/products/planview-enterprise-one/.

How much is Planview per month

Planview starts at $25/month per user for basic cloud seats in a Starter-style plan when billed monthly. Starter seats provide entry-level work and basic portfolio features; Professional and Enterprise seats increase per-user costs and add portfolio, resource, and analytics capabilities. Many organizations purchase a mix of named users (view/edit) and read-only viewers which affects the blended per-user average.

How much is Planview per year

Planview costs $300/year per user for a Starter-style plan when paid annually ($25/month × 12 months = $300/year). Professional-level seats commonly range from roughly $828/year per user and Enterprise options are sold via multi-year contracts with volume-based discounts and packaged professional services. Annual contracts also frequently include implementation, configuration, and training services priced separately.

How much is Planview in general

Planview pricing ranges from $0 (free) to $199+/month per user. In practice, most medium and large organizations spend at least $25–$69/month per named user depending on seat type, and enterprise-class deployments with advanced modules, integrations, and service commitments can drive higher per-user and seat-based fees or large fixed-scope licensing. Implementation, consulting, and integration work should be budgeted separately.

Check Planview's product and licensing pages for the latest public guidance and to request a tailored quote via Planview's enterprise pricing and licensing information: https://www.planview.com/products-solutions/.

What is Planview used for

Planview is used to centralize decision-making about which initiatives to fund, to align work to strategic outcomes, and to orchestrate delivery across multiple teams and delivery approaches. Typical uses include:

• Enterprise portfolio planning where leadership prioritizes projects, programs, and products based on strategic objectives, capacity, and financial constraints.
• Resource and capacity planning to forecast staffing needs, model scenarios (e.g., hiring, contractor use), and optimize allocation across multiple portfolios.
• Roadmap and release planning to align product and project timelines with market windows and business milestones.
• Agile at scale coordination where teams use kanban and backlog views in conjunction with program and portfolio-level planning (scrum-of-scrums, PI planning).
• Financial planning and cost management where organizations track budget, burn, and ROI at the portfolio and initiative levels.

Real-world examples: a PMO uses Planview to evaluate competing initiatives and allocate an annual capital budget; a product organization runs cross-team release planning and tracks feature delivery across several agile teams; IT organizations map their application portfolio and schedule modernization efforts according to resource availability and business priority.

Pros and cons of Planview

Pros:

• Deep portfolio-level capabilities for prioritization, scenario modeling, and financial forecasting that help executives make investment trade-offs.
• Strong resource and capacity planning features that support skills-based allocations, utilization tracking, and what-if staffing scenarios.
• Flexible support for hybrid delivery models (waterfall, agile, hybrid) with multiple visualization modes (Gantt, kanban, roadmap) to suit different team types.
• Robust reporting and governance controls for regulatory and compliance needs in large organizations.

Cons:

• Enterprise-grade breadth and configurability can result in longer implementations and higher professional services costs compared with lightweight tools.
• User experience can be complex for occasional users; organizations often provision read-only viewers or simplified role-based views to reduce training burden.
• Licensing and module structure can be perceived as costly for smaller teams; smaller teams may prefer simpler, lower-cost point solutions.

Operational trade-offs: Planview is optimized for organizations that need portfolio governance and centralized decision-making. If your primary need is ad-hoc task tracking for a small team, Planview's scope may be larger than necessary.

Planview free trial

Planview commonly offers guided product demonstrations, sandbox trials, or limited-time evaluations to let prospective customers validate fit before purchase. Evaluations frequently include pre-configured templates for portfolio planning, resource management, and agile boards so teams can see how data flows from strategy to execution.

Trial access often includes example data and basic configuration capabilities; enterprise features such as advanced analytics, SSO, and custom integrations are usually available via demo or trial with sales and services engagement. For the most current trial programs and to request a sandbox environment, visit Planview's product trial and demo request pages: https://www.planview.com/request-demo/.

Is Planview free

No, Planview is not a broadly free product for enterprise use. The company may offer a $0/month evaluation or very limited community plan for individuals, but full-featured functionality, portfolio modules, and enterprise licensing require paid plans or custom contracts. Enterprises typically purchase commercial licenses and may engage Planview professional services for implementation.

Planview API

Planview exposes APIs and integration points to connect with engineering, finance, HR, and reporting systems. Key API capabilities include:

• RESTful APIs for CRUD operations on core objects (projects, initiatives, tasks, resources, timesheets) that enable automation and synchronization with external systems.
• Webhooks and event notifications for near real-time updates between Planview and third-party tools.
• Authentication and security using OAuth 2.0 for API access in cloud deployments; SAML and SCIM are supported for SSO and user provisioning in enterprise contracts.
• SDKs and connector frameworks for common integration patterns and middleware platforms to reduce custom code.

Planview also offers certified integrations and out-of-the-box connectors for common enterprise tools (see integrations section). Developers use the API to automate intake workflows, push delivery status into reporting systems, synchronize resource data with HR systems, or aggregate portfolio metrics into BI tools.

For API reference materials and developer guidance, consult Planview's developer and integration resources: https://www.planview.com/resources/ and Planview's integration hub: https://www.planview.com/integrations/.

10 Planview alternatives

Paid alternatives to Planview

• Microsoft Project — traditional project and portfolio management from Microsoft, strong scheduling, and tight Office 365 integration; suitable for organizations invested in the Microsoft ecosystem.
• Smartsheet — spreadsheet-like work management with portfolio roll-ups and templates; easier to adopt for business teams and integrates broadly with enterprise systems.
• Wrike — collaborative work management with strong project planning, dashboards, and cross-team collaboration features; good for marketing and professional services organizations.
• Asana — flexible task and project tracking with roadmaps and portfolio views; favors usability and team adoption over deep portfolio financial modeling.
• Adobe Workfront — enterprise work management focused on marketing and creative operations with advanced workflow and intake capabilities.
• ServiceNow ITBM — project and portfolio management integrated with IT service management, often selected by organizations that want unified IT operations and PPM.
• Jira Align — Atlassian's enterprise agile planning tool that maps team-level Jira work to portfolio and program objectives; chosen for large-scale agile transformations.

Open source alternatives to Planview

• OpenProject — open source project management with Gantt charts, task management, and basic portfolio tracking; suitable for organizations that prefer on-prem deployments.
• Redmine — flexible issue and project tracking platform that can be extended with plugins for portfolio-style reporting; widely used for small teams and developers.
• Taiga — agile-focused open source tool with backlog and sprint support; best for teams using scrum or kanban looking for a lightweight, self-hosted option.
• Kanboard — minimalistic kanban system for teams that want a simple, self-hosted board with plugin-based extensions.
• ProjectLibre — open source desktop project scheduling tool similar to Microsoft Project for basic planning and Gantt charting.

Frequently asked questions about Planview

What is Planview used for?

Planview is used for enterprise portfolio and work management. Organizations use it to prioritize investments, manage resource capacity, plan roadmaps, and link strategy to execution across projects, programs, and product teams. It centralizes portfolio decision data so leadership can run scenario planning, budgeting, and governance.

Does Planview integrate with Jira?

Yes, Planview integrates with Jira. Native and connector-based integrations synchronize issues, sprints, and team delivery data between Jira and Planview so portfolio-level work reflects team progress without duplicating manual updates.

How much does Planview cost per user?

Planview starts at $25/month per user for an entry Starter-style seat when billed monthly; Professional seats and enterprise modules increase the per-user cost. Final pricing depends on modules, seat types, and any professional services required for implementation.

Is there a free version of Planview?

No, Planview does not offer a broadly free full-product version. The vendor may provide limited evaluation accounts or demo sandboxes, but production use of portfolio and enterprise modules requires paid licensing.

Can Planview be used for resource capacity planning?

Yes, Planview includes built-in resource capacity planning. The platform supports skills and role-based allocation, utilization tracking, and scenario modeling to forecast staffing and to identify bottlenecks across portfolios.

What deployment options does Planview offer?

Planview is available as a cloud service and in some cases as an on-premises deployment. Cloud SaaS is the primary offering for most customers, while larger enterprises may request specialized hosting or on-premises options depending on compliance and integration requirements.

Does Planview provide APIs for automation?

Yes, Planview provides RESTful APIs and webhooks. These APIs enable automation of provisioning, status synchronization, timesheet capture, and custom integrations with HR, finance, and CI/CD systems.

How secure is Planview for enterprise data?

Planview supports enterprise-grade security controls. The platform offers encryption in transit and at rest, role-based access control, audit logging, SSO via SAML, and supports common compliance frameworks through enterprise contracts.

Can Planview support agile at scale?

Yes, Planview supports agile at scale and hybrid delivery models. It provides program and portfolio views that roll up team-level boards, supports PI planning patterns, and integrates with agile tools to maintain alignment between strategy and team execution.

What training and support does Planview offer?

Planview provides formal training, certifications, and professional services. Customers can access online training resources, workshops, and on-site or virtual implementation services; enterprise customers typically receive dedicated customer success and support channels.

planview careers

Planview maintains a global organization with roles across product development, professional services, sales, marketing, and customer success. Career paths often emphasize product management, solution consulting, integration engineering, and professional services delivery. Candidate expectations commonly include experience with PPM/EPM tools, enterprise sales cycles, and domain expertise in PMO or agile transformations.

For current openings and recruitment processes, check Planview's careers and job postings on Planview's corporate site: https://www.planview.com/about/careers/.

planview affiliate

Planview operates a partner and reseller ecosystem that includes systems integrators, consulting partners, and technology alliances. Affiliates and partners help with implementation, configuration, custom integrations, and managed services. If you're interested in an affiliate or partner relationship, contact Planview's partner program through their partner portal and partner pages: https://www.planview.com/partners/.

Where to find planview reviews

User reviews and analyst commentary for Planview appear across enterprise software review sites and industry reports. Useful sources for customer reviews and product comparisons include Gartner Peer Insights, G2, and Forrester waves or reports covering project and portfolio management. For customer success stories, case studies, and references provided by the vendor, consult Planview's customer stories and resources pages: https://www.planview.com/resources/case-studies/.