Top 13 Planview Competitors to Boost Portfolio Performance

Managing product portfolios without the right tools? Well, that’s like juggling flaming swords on a unicycle.

Chaotic and risky.

I’ve seen firsthand how product portfolio tools drive revenue and customer satisfaction. While Planview is a popular choice, it might not be the best fit for every business.

However, finding the right solution is resource-intensive, requiring time that we often can’t spare.

But don’t worry! To help speed things up, the ClickUp team and I have curated a list of the 13 best Planview competitors you must consider. From pros and cons to pricing, I’ll cover everything you need to make an informed choice. 

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What Should You Look for in Planview Competitors? 

Let’s set the bar before we jump into the list of Planview competitors. Here are five must-have features for any tool vying for that spot:

• Ease of use: Every product team will prefer an intuitive user interface over one that’s too complicated to navigate. So look for options that are quick to get started on, without needing weeks of training
• Customization: One-size-fits-all rarely works in project portfolio management. Planview competitors must have a high level of customization. This includes tailoring workflows and tweaking portfolio dashboards to any unique process
• Collaboration tools: Silos are the enemy of progress. I would consider a platform that provides seamless communication and team collaboration. This is best done with chatting or live editing features
• Analytical insights and visualizations: A strategic portfolio management tool comes with data-driven resource management capabilities and analytics-powered visualizations. This also includes strategic project management features such as risk management
• Integration capabilities: Your tech stack isn’t going anywhere. The tool you pick must integrate with existing tools like CRM, project management software, and financial systems.

While these elements are crucial, it’s also important to remember that the tool you select must fit well within your budget and justify it.

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The 13 Best Planview Alternatives to Consider

Whether you’re seeking enhanced project management features, improved collaboration tools, or better integration capabilities, experts at ClickUp and I have compiled a list of the 13 best Planview alternatives that will make your workflows easier and boost productivity. 

1. ClickUp (Best for overall project and portfolio management)

ClickUp Portfolio Management is the perfect all-in-one software solution for anything PMO-related, especially product portfolios.

As a project management veteran, ClickUp seamlessly integrates task management, documentation, and communication into one platform. It also offers custom goal setting and customizable dashboards for a holistic product portfolio view.

So, if businesses need a tool that offers real-time insights and is powerful yet easy to act on, ClickUp is the ideal choice. 

Along with a dedicated portfolio solution, ClickUp is also a comprehensive end-to-end project management software.

ClickUp Project Management Software is a robust project management solution that drives productivity and efficiency from design to execution.

Like its portfolio management solution, it also offers instant automation and visual reporting tools. This is crucial for streamlining workflows and data-driven decisions. 

Teams love the public ClickUp API, perfect for mapping custom solutions or portfolio metrics. ClickUp also has over 30 platform tools and 1000+ integrations to meet every unique need.

ClickUp also offers numerous project tracker frameworks and portfolio management templates as ready-to-use solutions. Here are two pre-designed frameworks that save time without compromising on essential features:

• ClickUp Project Management Portfolio Template helps optimize tracking multiple projects with real-time insights and task prioritization
• ClickUp Portfolio Management Template is perfect for a clear overview of product portfolio performance and progress

ClickUp best features

• Brainstorm portfolio roadmaps instantly with visualization tools like ClickUp Mind Maps. This is the perfect idea management platform to align all expectations and milestones
• Track and achieve product strategy targets with ClickUp Goals. This also helps align product portfolio goals with organizational objectives
• Retrieve product knowledge, summarize portfolio updates, and create revised product strategies with the platform’s AI tool, ClickUp Brain
• Organize and manage development tasks effectively with ClickUp Tasks. This task management feature ensures each project execution across portfolios is seamless
• Visualize portfolio health and analytical insights in real time with customizable ClickUp Dashboards
• Organize multiple portfolio projects effortlessly with ClickUp Hierarchy. 
• Integrate seamlessly with over 1000+ tools using ClickUp Integrations. This also allows you to weave in built-in systems such as ClickUp CRM and ClickUp HR Management to enhance data flow and product team’s efficiency

ClickUp limitations

• Customizing dashboards for specific portfolio needs may take time   

ClickUp pricing

• Free Forever
• Unlimited: $7/month per user
• Business: $12/month per user
• Enterprise: Contact for pricing
• ClickUp Brain: Add to any paid plan for $7/month per member 

ClickUp ratings and reviews

• G2: 4.7/5 (9,000+ reviews)
• Capterra: 4.6/5 (4,000+ reviews)

2. Microsoft Project and Portfolio Management (Best for large-scale business projects)

Next on this list of Planview competitors is Microsoft, a powerhouse in productivity tools. It empowers large-scale teams with dynamic visualizations and intuitive collaboration tools. 

That said, this software’s desktop application is built for only Windows OS, and web browser features are relatively limited.

Microsoft Project and Portfolio Management best features

• Utilize its sophisticated threat intelligence system to secure sensitive information
• Employ advanced visualization capabilities, including Gantt charts, critical path analysis, and budgeting reports, to enhance project understanding
• Integrate with Microsoft’s ecosystem, including tools like Teams, SharePoint, Power BI, and Azure, to enhance workflow efficiency

Microsoft Project and Portfolio Management limitations

• Comprehensive features are difficult to discover and learn
• Smaller teams will find pricing higher than Microsoft’s competitors

Microsoft Project and Portfolio Management pricing

• Subscription: $55/month per user (billed annually)
• One-time purchase: Starts from $679.99 

Microsoft Project and Portfolio Management ratings and reviews

• G2: 4/5 (1,600+ reviews)
• Capterra: 4.4/5 (1,900+ reviews)

3. Oracle (Best for ERP integration and compliance focus)

Oracle is a software giant renowned for its ERP and product lifecycle solutions. If you want to integrate portfolio management into your planning systems this tool is a great pick. It allows businesses to actively practice compliance protocols and take a quality-first approach to project planning.

While the solution is comprehensive, it requires significant workforce training and expertise.

Oracle best features

• Manage complex project portfolios effectively to enable strategic planning and performance tracking
• Integrate with ERP systems to access financial and operational data easily for improved project management
• Ensure compliance with regulatory requirements and industry standards through built-in controls

Oracle limitations

• High licensing and implementation costs are a barrier for smaller organizations
• Any customization comes with additional effort, cost, and expertise

Oracle pricing

Custom pricing

Oracle ratings and reviews

• G2: 4.2/5 (26 reviews)
• Capterra: Not enough reviews

4. Asana (Best for efficient task management)

Asana’s highlight is its engaging interface, which provides a clear overview and promotes transparency. It also offers portfolio views to track resources instantly and workflow automation to help project managers optimize tracking and execution.

Despite its versatility, it lacks dedicated portfolio management features to handle complex project portfolios.

Asana best features

• Use an easy-to-use interface and great collaboration features to improve teamwork and project success
• Accommodate various business styles with flexible project and task management capabilities
• Enhance productivity and simplify processes through extensive integrations with popular tools

Asana limitations

• Resource management capabilities are not as robust as available Asana alternatives
• Reporting and analytics functionalities may not provide the depth of insights required for strategic decision-making

Asana pricing

• Personal: $0
• Starter: $8.50/month per user 
• Advanced: $19.21/month per user
• Enterprise: Custom pricing
• Enterprise+: Custom pricing

Asana ratings and reviews

• G2: 4.4/5 (10,300+ reviews)
• Capterra: 4.5/5 (12,900+ reviews)

5. Jira (Best for agile approaches and workflow management)

Jira is a capable portfolio management solution with adaptable workflows and customizable dashboards. It excels at agile methodologies for task, dependency, and resource management across the portfolio. 

However, the implementation can get tedious without an existing Atlassian ecosystem.

Jira best features

• Utilize powerful issue tracking and agile project management features to ensure efficient product development
• Customize workflows and leverage a plugin ecosystem to adapt to any product strategy and process
• Integrate with 2000+ other tools to simplify your tech stack

Jira limitations

• Portfolio management capabilities may be limited compared to other Planview competitors with dedicated portfolio management tools
• Comes with a steep learning curve that leads to longer adoption times and dedicated training

Jira pricing

• Free
• Standard: $7.16/month per user
• Premium: $12.48 /month per user (pricing varies based on user number)
• Enterprise: Custom pricing

Jira ratings and reviews

• G2: 4.3/5 (5,900+ reviews)
• Capterra: 4.4/5 (14,500+ reviews)

6. Smartsheet (Best for spreadsheet-style project tracking)

When considering options with a familiar interface, Smartsheet’s tabular style instantly popped into my mind. This Planview competitor is easy to use, offers powerful visualizations, and has customizable road mapping features.

While Smartsheet is a relatively affordable option for small teams, portfolio management features must be purchased as add-ons.

Smartsheet best features

• Benefit from the affordable pricing options compared to many other project management tools
• Utilize powerful, customizable reporting tools and project visualizations to gain valuable project insights

Smartsheet limitations

• Not suited to handle larger portfolios with numerous projects and intricate dependencies
• Pages do not update in real-time

Smartsheet pricing

• Pro: $12/month per user 
• Business: $24/month per user 
• Enterprise: Custom pricing 
• Advanced Work Management: Custom pricing

Smartsheet ratings and reviews

• G2: 4.4/5 (16,900+ reviews)
• Capterra: 4.5/5 (3,300+ reviews)

7. Wrike (Best for highly cross-functional projects)

Wrike is ideal for projects involving multiple stakeholders and value stream management. Its intuitive features, such as Gantt charts, task management, and real-time collaboration, make it easy for teams to plan, execute, and track projects effectively.

Considering its customization features, Wrike is perfect for fast-paced environments and small to mid-sized teams.

Although powerful, this solution’s advanced features and functionalities often need dedicated training.

Wrike best features

• Tailor workflows and views easily to match specific project needs and preferences
• Leverage real-time communication and collaboration features to foster seamless teamwork
• Connect numerous third-party applications to enable seamless data sharing and management

Wrike limitations

• Features may become redundant and overpowering for simple projects
• Pricing options do not suit medium to large organizations

Wrike pricing

• Free
• Team: $9.80/month per user
• Business: $24.8/month per user
• Enterprise: Custom pricing
• Pinnacle: Custom pricing

Wrike ratings and reviews

• G2: 4.2/5 (3700+ reviews)
• Capterra: 4.3/5 (2600+ reviews)

8. LiquidPlanner (Best for predictive project scheduling)

One of the best Planview competitors, LiquidPlanner, emphasizes automating the planning element to simplify project management. This tool is a project management solution that excels in predictive scheduling and resource management. It generates realistic project schedules based on resource availability.

While LiquidPLanner offers great control and predictability, it comes with limited portfolio management capabilities compared to competitors.

LiquidPlanner best features

• Optimize project timelines and resource allocation with its automated and predictive scheduling
• Use its intuitive drag-and-drop interface for effective task prioritization and updation
• Boost teamwork and visibility across projects with real-time collaboration and communication features

LiquidPlanner limitations

• Setting up complex project dependencies and resource constraints gets tedious
• Unique scheduling and resource management features may take time to learn

LiquidPlanner pricing

• Essentials: $15/month per user (billed annually)
• Professional: $28/month per user (billed annually)
• Ultimate: $42/month per user (billed annually)

LiquidPlanner ratings and reviews

• G2: 4.2/5 (250+ reviews)
• Capterra: 4.3/5 (650+ reviews)

9. Basecamp (Best for simple project collaboration)

Basecamp is a project management and team communication tool known for its simplicity and focus on eliminating unnecessary features. This solution infuses collaboration in everything —from centralized discussions and scheduling to file sharing. 

Beyond the minimalist design and ease of use, it’s important to remember that Basecamp features are primarily for collaboration, not management.

Basecamp best features

• Ensure essential task management is accessible with its easy-to-use interface
• Foster real-time communication among team members through built-in chat and automatic check-ins 
• Manage multiple projects easily with single-page project views

Basecamp limitations

• Other Basecamp alternatives have more robust reporting tools
• Time tracking isn’t available
• Limited pricing options and no free plan for thorough experimentation 

Basecamp pricing

• Basecamp: $15/month per user
• Basecamp Pro Unlimited: $349/month (unlimited users)

Basecamp ratings and reviews

• G2: 4.1/5 (5,300+ reviews)
• Capterra: 4.3/5 (14,400+ reviews)

10. Monday.com (Best for workflow visualization)

Monday.com is one of the popular Planview competitors for focusing on visualization. This software is perfect for those who like an intuitive and collaborative interface.

It boasts advanced automation features to make repetitive tasks and notifications easier to handle. The tool also has portfolio management features such as resource planning and scenario planning.

While its features are extensive, monday.com can become costly for larger teams.

Monday.com best features

• Tap into desktop and mobile apps to manage portfolios on the go
• Visualize project portfolios with its intuitive dashboards and drive informed decision-making
• Reduce repetitive work by creating useful workflows with its simple automation builder

Monday.com limitations

• Most of the comprehensive features are available only in the more expensive pricing plans
• Complex projects with numerous dependencies and intricate workflows are not easy to implement

Monday.com pricing

• Free: 14-day trial (up to 2 seats)
• Basic: $12/month per seat
• Standard: $14/month per seat
• Pro: $24/month per seat
• Enterprise: Custom pricing

Monday.com ratings and reviews

• G2: 4.7/5 (14,000+ reviews)
• Capterra: 4.6/5 (5,000+ reviews)

11. Teamwork (Best for client collaboration projects)

While reviewing Planview competitors focused on client collaboration, Teamwork really stood out. With shared project views and client-specific dashboards, this solution keeps all stakeholders informed and engaged.

Teamwork also offers built-in messaging and file sharing, making communication effortless. This solution’s central platform is an excellent tool to foster strong client relationships. 

That said, Teamwork is not completely flexible, which can be a limitation for teams with unique needs.

Teamwork best features

• Maintain comprehensive client portal tools to enhance communication and client engagement 
• Deploy powerful project tracking and resource management for efficient resource optimization
• Communicate better with instant messaging within the platform

Teamwork limitations

• For additional analytics, businesses will need to make use of external integrations
• May get complex for large organizations with multiple projects and teams

Teamwork pricing

• Deliver: $13.99/month per user (minimum 3 users)
• Grow: $25.99/month per user (minimum 5 users)
• Scale: $69.99/month per user (minimum 5 users)
• Enterprise: Custom pricing

Teamwork ratings and reviews

• G2: 4.1/5 (40 reviews)
• Capterra: 4.5/5 (850+ reviews)

12. Trello (Best for Kanban-based project management)

Another tool on this list of Planview alternatives is Atlassian’s Kanban-style Trello, which is ideal for teams seeking flexibility, quicker task updates, and seamless collaboration. It’s known for its visual and intuitive approach to managing projects, tasks, and workflows.

Trello is a solution that primarily uses boards, lists, and cards to organize projects and excels in smaller teams and agile workflows. 

Nonetheless, if many people are involved in Trello, the volume of cards, comments, and updates on a single board can quickly become confusing.

Trello best features

• Utilize Trello’s visually intuitive Kanban board to enhance roadmap accountability and traceability
• Collaborate with built-in comments and mentions to promote teamwork
• Add more functionalities through tool integrations called Power-Ups

Trello limitations

• Simplicity is best suited for straightforward projects and not complex ones
• Does not have comprehensive reporting and analytical tools

Trello pricing

• Free: $0
• Standard: $6/month per user
• Premium: $12.50/month per user
• Enterprise: $17.50/month per user (billed annually)

Trello ratings and reviews

• G2: 4.4/5 (13,500+ reviews)
• Capterra: 4.5/5 (23,000+ reviews)

13. ServiceNow (Best for IT service workflows)

ServiceNow is a well-known IT service management tool. Because of its robust IT business management suite, it is on my list of Planview competitors. 

This solution also includes a dedicated PPM (Project Portfolio Management) feature for planning, prioritizing, and monitoring project portfolios. Combined with its ITSM focus, resource optimization and workload management become seamless.

ServiceNow best features

• Deploy adaptive workflow automation and integration to drive productivity and minimize manual effort
• Analyze data with ServiceNow’s comprehensive reporting tools to supercharge project outcomes
• Manage service requests efficiently with comprehensive issue tracking

ServiceNow limitations

• Needs significant customization and configuration to leverage its portfolio management capabilities fully
• Gets complex and expensive for smaller organizations or those with limited IT budgets

ServiceNow pricing

Custom pricing

ServiceNow ratings and reviews

• G2: 4.4/5 (2,000+ reviews)
• Capterra: 4.5/5 (30+ reviews) 

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Transform Your Portfolio Management Skills With ClickUp

The right project portfolio management tool brings some much-needed order to the chaos of project activities. While Planview is a solid choice, exploring alternatives is essential.

We’ve covered the top 13 Planview competitors to simplify the selection process. Among these solutions, one tool shines as a standout partner—ClickUp.

With its comprehensive project management tools, real-time resource management, and workflow automation, ClickUp keeps your product strategies on track and running smoothly.

So don’t hesitate! Sign up with ClickUp and get started today!