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Portfolios Flex
Planview® Portfolios combines business and technology planning to optimize funding and resource capacity, provide end-to-end visibility, track actuals to plan, and accelerate strategic execution.
Reviews (86)
Anonymous
Powerful for Scenario Planning, But Challenging Interface
Reviewed on Jul 27, 2026
Review provided by G2
What do you like best about the product?
I like Planview Portfolios for its scenario planning and what-if analysis engine. It's really valuable because it lets me test scenarios, like if our budget is cut by 15% or if a product launch is delayed by three months, and then show simulations for those scenarios.
What do you dislike about the product?
I think that the interface of the project could be improved. It's pretty spreadsheet heavy, and moving to a sleek, modern layout would be better. It should have fewer deep menu layers to reduce the number of clicks needed to make simple updates. Also, the setup process was quite challenging because, for a big company, it needs to integrate with existing corporate infrastructures like HR systems, and that's quite heavy work.
What problems is the product solving and how is that benefiting you?
I use Planview Portfolios to track my team's time, project costs, and prove the business value of our design work.
Anonymous
Centralized Control but Complex Interface
Reviewed on Jul 27, 2026
Review provided by G2
What do you like best about the product?
I like the centralised portfolio view because it improves project visibility. The flexible reporting features make it easy to share updates, which I find really useful. I also appreciate the resource management tools that make it easier to track projects and make informed decisions, and the resource planning helps manage workloads more effectively. Plus, the initial setup of Planview Portfolios was very easy.
What do you dislike about the product?
I find the interface can feel complex at times, and I believe some reporting and configuration options could be more intuitive and easier to customize.
What problems is the product solving and how is that benefiting you?
I use Planview Portfolios for centralized project management, improving resource planning, and keeping projects on schedule and within budget. It offers a centralized view, enhances project visibility, simplifies reporting, and helps manage workloads effectively.
Accounting
Easy to Use, But Needs More Time to Learn
Reviewed on Jul 17, 2026
Review provided by G2
What do you like best about the product?
It's clear and straight and easy to use and under stand
What do you dislike about the product?
I don't know at this moment
May be I need more study
May be I need more study
What problems is the product solving and how is that benefiting you?
It's help me to present my work with a good way to my customer
bilel s.
Responsive support and interactive AI, but integration and pricing need improvement
Reviewed on Jul 07, 2026
Review provided by G2
What do you like best about the product?
reactive support
fluid and interactive with AI usage
fluid and interactive with AI usage
What do you dislike about the product?
The pricing is a bit high, and the integration is not smooth enough.
What problems is the product solving and how is that benefiting you?
improve performance with AI integration and responsive support
Anonymous
User-Friendly Tool with Room for UI Improvement
Reviewed on Jul 07, 2026
Review provided by G2
What do you like best about the product?
I find Planview Portfolios to be easy to use and interesting. It is particularly valuable for bridging high level strategies to ground level execution. I like that it helps in balancing resource workload effectively, utilizing resources to their fullest without causing burnout.
What do you dislike about the product?
When the database becomes bulky, the response slows down, and the UI needs more color.
What problems is the product solving and how is that benefiting you?
I use Planview Portfolios for balancing resources workload, utilizing them without burnout, and bridging high-level strategies to ground level execution.
Financial Services
Highly Configurable, Comprehensive View for Investment Prioritization
Reviewed on May 06, 2026
Review provided by G2
What do you like best about the product?
Highly configurations comprehensive view to understand investment prioritization and health of selected initiatives
What do you dislike about the product?
Lack of audit trail of changes. Also less customizations in notifications
What problems is the product solving and how is that benefiting you?
Providing a single pane of glass for all the initiatives
Aga L.
Planview review
Reviewed on May 05, 2026
Review provided by G2
What do you like best about the product?
The available capabilities and continuous enhancements
What do you dislike about the product?
The complexity of set up and the UI could be improved
What problems is the product solving and how is that benefiting you?
Resource Management
Logistics and Supply Chain
A Comprehensive Project Management Tool That Covers It All
Reviewed on May 05, 2026
Review provided by G2
What do you like best about the product?
Comprehensive tool that covers most aspects of Project Management.
What do you dislike about the product?
Can be too heavy for our accidental Project Managers.
What problems is the product solving and how is that benefiting you?
Making sure we are executing the right projects at the right time with the right resources.
Flavia A.
Promising Integrations, but Too Much Manual Effort to Fix Issues
Reviewed on May 05, 2026
Review provided by G2
What do you like best about the product?
Possibly for integrations with other external applications
What do you dislike about the product?
A lot of manual effort to fix the things
What problems is the product solving and how is that benefiting you?
Portfolios replaced the previous application and made possible to entire IT organization booking time in project and product
Medical Devices
Enterprise-Level Transparency with Highly Configurable Controls
Reviewed on May 05, 2026
Review provided by G2
What do you like best about the product?
Enterprise level transparency; high configurability
What do you dislike about the product?
User interface is archaic, schedule manipulation is challenging.
What problems is the product solving and how is that benefiting you?
multiple input tools to a single tool; enterprise resource and financial planning; project and program prioritization.