OpenText Project and portfolio Management vs Planview PPM Pro comparison

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Executive Summary

We performed a comparison between OpenText Project and portfolio Management and Planview PPM Pro based on real PeerSpot user reviews.

Find out in this report how the two Project Portfolio Management solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.
To learn more, read our detailed OpenText Project and portfolio Management vs. Planview PPM Pro Report (Updated: March 2024).
768,415 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"Has a powerful workflow engine that allows creation of workflow complexities and processes.""There are so many different pieces of functionality, and we use almost every single piece from deployment to demand, project, resource, and time management.""Overall, they have a very strong workflow management capability. That's a very strong feature because then you can model any process easily. Whether it is a demand management process, a pipeline management process, or your project delivery methodology, it is much easier because of their workflow management capability.""I like the ease of customization from an admin perspective. I'm really excited about some of the things that are coming in version 10.0.3 as far as what admins are able to do.""Micro Focus Project and Portfolio Management (PPM) has a very strong workflow engine.""Scenario comparison is the feature most valuable to us and the reason why we decided to choose HPE PPM over other portfolio management products.""It's a very detailed tool. As far as an enterprise is concerned, it gives you the flexibility to manage everything: portfolios, projects, finances, proposals, resources, and time... It takes care of even the minor details that need to be captured. The project management functionality is configured really well within the tool. That stands out.""The portfolio management and the resource management are the key features."

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"I've worked at many different companies, and the customer service and the support from Daptiv are unlike anything I've encountered before. They far excel any other company I've worked with. I always say to people that Daptiv is like a sub-department in your company. You don't realize they're a vendor. It feels like you're working with somebody who is part of your own company.""In my current company, it provides a quicker ramp up to understand what it can do for people by taking away all their barriers to entry: time, managing resources, and linking projects.""PPM Pro absolutely enables us to create reusable project templates that reflect our project management lifecycle. We had a good customer session on this, where a team utilizes portfolio management and project management of the tool very intensively. We follow all of the templates but having said that, we have so many divisions and we have so many users and project managers utilizing the tools. They have a different bunch of templates. We're not just following one or two templates. We have a number of templates that the teams are using.""The product's deployment is straightforward.""The timesheet & staffing management function gives us clarity in terms of how capacity planning has to happen and how much actual effort is going into the programs. The risk and project status information gets captured in the project gives more clarity for stakeholders to understand how the programs are running. We have only explored a portion of the application features so far.""The most valuable feature of this solution is that my team can use one tool that's reliable, scalable, and provides the leadership team visibility to what's going on.""PPM Pro provides managers the insight they need to empower decision-making. The data is always in the tool. It's just making sure people are using it correctly. We track the requests as they come in. We track our demand by each of our teams within IT and then estimate that effort so that we can see if we are getting a lot of requests to certain teams. We check the demand versus capacity as those items come in.""The reporting and dashboards are the most valuable features. For most of what we're using it for almost all of it is pretty valuable to us."

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Cons
"The user interface is very, very old and is missing some functions, such as, for example, re-do, follow, and share functions. The UI is not good.""There are some limitations when it comes to attaching receipts. For example, if we are going to buy some non-labor-related assets such as hardware, we are not able to attach the receipts in the Financial Management module in version 9.41.""User interface continues to be poor. The product does not have a similar view in the different modules, e.g., staffing vs financial management, it looks like you are working with a different product and it is not easy to use or intuitive.""Portfolio scenarios: This is a very powerful feature. However, it’s limited to analyses.""We had a couple of issues with stability or performance degradation about a year ago, around the time of the initial rollout. Since then, we've only had two unexpected outages that were quickly resolved.""I was not involved in the initial setup. I know that the project involved a lot of consulting that took a long time.""I would also like to see improvement in PPM's reporting and alerts. PPM has reporting capabilities, including HTML reports and portlets. But a majority of clients will build their own reporting platforms, or they will use external reporting platforms like Tableau and QlikView.""Sometimes features in PPM don't work as expected, or our users request a new feature. Typically, our partner vendor can deploy those changes. But there have been a few instances when we had to raise it with Micro Focus because it's beyond the ability of our partner vendor. When we raise the issue with Micro Focus, it sometimes takes time because it needs support from other customers using PPM, not just our bank. It goes through a voting system. Other customers need to vote for the feature. The features that get the most votes will possibly be added."

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"Integrating with other tools should be easier and more straightforward.""We don't use their existing dashboard functionality. Hopefully, with the new reporting release that is coming out in November, we will be able to evaluate as to how we can leverage that. What I hear, "Everyone has either a Tableau or something else because Planview doesn't provide a dashboard." We should not need to use another tool. Planview has the data, so it should be able to give us what we want. This would also reduce costs since we are paying licenses for those tools too.""The calculated field area needs improvement. There are a lot of formulas and functions available to make a calculated field, but it is still not comprehensive. We process the data to represent it through a report or dashboard. Due to the current constraints, for complex calculations, we do the data processing outside PPM Pro.""The reporting has some areas for improvement. It is not always as simple as we would like to get the reports we want or the information that we want.""The product feels like a toy. The tool needs to improve its roadmap. It needs to improve things on a project management level which includes communication as well.""Connecting funding and strategic outcomes with work execution is a challenge right now for us. Part of what we are facing is we have a couple of drivers of where projects are coming from. One of them is our innovation group. They are just sort of tangentially using PPM Pro for recording the status of projects and not really planning them within there. We need a stronger link between our current financial reporting system and Planview PPM Pro, so we can start to more easily record our external costs in the tool.""The agile functionality can be improved. The tool was definitely built around the waterfall PMBOK PRINCE2 methodology, and although there are great functions within the tool for agile, it is often compared to dedicated tools like LeanKit or Jira. At the moment, the only integration we would have is to Jira itself, not to another Planview product. I believe that's coming in 2022 at some point.""The downside to the way the solution tracks time is if your project manager doesn't add you to the project, you won't see it on your timesheet, even if you did do work."

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Pricing and Cost Advice
  • "Support and license management are two hurdles for us. Every time we purchase new licenses, it has taken us half a year to implement those."
  • "It is SaaS without a base fee."
  • "HPE PPM SaaS model is comprehensive, however, the base fee component has customer resistance to its recurring setup,"
  • "Now, we also received an increase in the support license prices, without any advanced notice. At this point, switching to unify all our licensing under HPE and customer support has been poor."
  • "We have an annual license, and it is fairly priced in comparison to that of other solutions."
  • "A large organization will find Micro Focus PPM affordable, but it may be a bit costly for a small or medium-sized company. The license is based on the number of users."
  • More OpenText Project and portfolio Management Pricing and Cost Advice →

  • "The cost was in line."
  • "$6 million has been the return on investment so far, and that was because of work intake. Now that we are scrutinizing the work intake and asking questions like, "Is there an alternative to your $10 million project?" We had one project come in for $10 million, scrutinize it through our gate review process, and wound up with the alternative, which was $3.8 million. So, a $6 million savings."
  • "We have their Flex plan."
  • "Because we have PPM Pro with Project place, we transitioned to the Flex model."
  • "A collaboration of all their tools truly gets the biggest bang for the buck."
  • "Bulk volume discounts are a little better. Right now we have to buy in lots of 20 at $200 a license. That's a little steep. For example, with Service Now, I pay $48 a seat for a license."
  • "Pricing was fair and I thought it was comparable to the other ones that we looked at. Other than ServiceNow, it was the most expensive, but we knew we were going to get a lot of value for that, so we went with it. We paid $40,000 for the implementation and for the workshops."
  • "The pricing for me is more about understanding your own needs in the company because it is one license for one person model. So, you have to really understand how many licenses you need and what may be the influx of your staff. The good thing about Daptiv is that we just need a quick telephone call to our customer success manager if we want to increase our licensing. It takes a day or two to do. So, we can upscale very quickly. We've never downscaled, but I'm guessing if we had to, we'd have to wait till the contract completes or renegotiate a different licensing cost. So, you definitely need to understand what different types of licenses provide from a functionality point of view, and then order 10% more than you need based on the influx of staff in the company. There are costs in addition to the standard licensing fees. We have the report functionality for which we pay separately for 10 hours per month."
  • More Planview PPM Pro Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:Hi, @Cheryl Joseph Micro Focus Project and Portfolio Management solution could be a good candidate, see my review on this product, or if you may need more information to drop me a message.  You can… more »
    Top Answer:Micro Focus PPM is flexible and easy to use. It's simple to customize and configure workflows.
    Top Answer:A large organization will find Micro Focus PPM affordable, but it may be a bit costly for a small or medium-sized company. The license is based on the number of users.
    Top Answer:The product's deployment is straightforward.
    Top Answer:Licensing costs are competitive enough. The price is reasonable given that the solution is geared towards large companies.
    Top Answer:The product feels like a toy. The tool needs to improve its roadmap. It needs to improve things on a project management level which includes communication as well.
    Ranking
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    8.0
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    7.8
    Comparisons
    Also Known As
    Micro Focus Project and Portfolio Management (PPM), HPE Project and Portfolio Management, HPE PPM
    Innotas
    Learn More
    Overview
    OpenText Project and Portfolio Management (PPM) combines workflows and data to align investments with strategy. Top-down and bottom-up analytics power this strategic portfolio and project management tool.

    Planview PPM Pro centralizes the management of resources and projects while facilitating governance and providing visibility for improved decision making. Planview PPM Pro provides the ability to collect, prioritize, and execute projects so that PMOs can focus their resources on the work that delivers the most value. 

    Planview PPM Pro helps businesses get out of managing projects in complex spreadsheets or tools so they can gain visibility into all work and resources. For informed decision making, use Planview PPM pro to streamline project efforts into a single source of truth. The solution gives businesses the ability to align their centralized project portfolio to achieve business outcomes through financials, projects, and resources. 

    Planview PPM Pro Features

    Planview PPM Pro has many valuable key features. Some of the most useful ones include:

    • Portfolio planning: Select the right projects that bring the most value to the business.
    • Reporting and dashboards: For better decisions, measure, manage, track, and report on all work. 
    • Manage demands and plan resource capacity: Evaluate and make trade-off decisions based on available resources. Manage work requests in one place.
    • Manage resources: Ensure resources are working on the most important projects and understand resource capacity to appropriately staff those projects.
    • Manage portfolios and financial planning: Manage tasks and resources, project schedules, and the financials to deliver on time and on budget.
    • Scoring: Gather scores from across the organization throughout the project lifecycle to prioritize the highest value work and requests.
    • Planview FLEX: Use Lean-Agile and collaborative tools to help teams deliver their best work.
    • Centralized portfolio: Get visibility into all work, streamlining projects into a single source of truth. This establishes governance and improves overall delivery.
    • Predictive portfolio analysis: Identify the optimal mix of projects to predict, plan, and re-plan a balanced portfolio of resources and projects. Optimize delivery, increase agility, and save time and money.
    • Top-down portfolio planning: Create as many portfolios as needed to drive business alignment. Organize projects in portfolios, or contribute varying amounts across multiple portfolios.

    Planview PPM Pro Benefits

    There are many benefits to implementing Planview PPM Pro. Some of the biggest advantages the solution offers include:

    • Ability to prioritize project portfolios with top-down planning.
    • Increased confidence in knowing what resources are working on what projects. You can proactively allocate resources and improve delivery across your entire project portfolio. 
    • Deliver on time and on budget to focus on your highest impact work. Align your projects with your goals.
    • Dashboards and reporting visibility give you power to accelerate PPM time-to-value for the business.
    • Ability to empower teams with FLEX because today’s enterprise is embracing a combination of work approaches to increase the success rate of strategic delivery.
    • Integrate your core applications seamlessly.

    Reviews from Real Users

    Planview PPM Pro stands out among its competitors for a number of reasons. Some of these include its exceptional customer service, its easy customization, and its real-time dashboards. PeerSpot users take note of the advantages of these features in their reviews:

    Jai A., IT Project Manager at Orange Business Services, notes, “For every project, we have to establish timelines, set deadlines, and estimate the completion date of a particular task. PPM Pro notifies us if we are approaching the deadlines, and we can customize this to give notice two or three days in advance.”

    Prateek A., a Manager at NISG, writes, “It helps you visualize all your strategic plans and the KPIs. It provides that information on a unified dashboard, in which you can track all your resources and the portfolios. It helps senior stakeholders and executives with clear reporting about project intake and demands, in real time."

    Sample Customers
    Bank Simpanan Nasional, Smart Communications, Aareon AG
    The Weather Channel, corcs, Crayola, Scan Health Plan, Vermont, Bank of the West, North West Company, University of Southern Mississippi, Jeffries, Purdue University, Chesterfield County Virginia, City of Memphis
    Top Industries
    REVIEWERS
    Financial Services Firm43%
    Non Profit14%
    Insurance Company14%
    Maritime Company7%
    VISITORS READING REVIEWS
    Computer Software Company31%
    Financial Services Firm15%
    Government11%
    Comms Service Provider6%
    REVIEWERS
    Financial Services Firm18%
    Manufacturing Company15%
    Government12%
    Healthcare Company12%
    VISITORS READING REVIEWS
    Computer Software Company12%
    Financial Services Firm12%
    Manufacturing Company10%
    Healthcare Company7%
    Company Size
    REVIEWERS
    Small Business26%
    Midsize Enterprise9%
    Large Enterprise65%
    VISITORS READING REVIEWS
    Small Business16%
    Midsize Enterprise8%
    Large Enterprise75%
    REVIEWERS
    Small Business11%
    Midsize Enterprise19%
    Large Enterprise69%
    VISITORS READING REVIEWS
    Small Business17%
    Midsize Enterprise12%
    Large Enterprise71%
    Buyer's Guide
    OpenText Project and portfolio Management vs. Planview PPM Pro
    March 2024
    Find out what your peers are saying about OpenText Project and portfolio Management vs. Planview PPM Pro and other solutions. Updated: March 2024.
    768,415 professionals have used our research since 2012.

    OpenText Project and portfolio Management is ranked 10th in Project Portfolio Management with 24 reviews while Planview PPM Pro is ranked 5th in Project Portfolio Management with 34 reviews. OpenText Project and portfolio Management is rated 7.8, while Planview PPM Pro is rated 7.8. The top reviewer of OpenText Project and portfolio Management writes "Gives management a cohesive place for tracking business strategies and goals, but cosmetic aspects need work". On the other hand, the top reviewer of Planview PPM Pro writes "Attentive customer service". OpenText Project and portfolio Management is most compared with Jira, ServiceNow Strategic Portfolio Management, Smartsheet and Teamwork , whereas Planview PPM Pro is most compared with Planview AdaptiveWork, ServiceNow Strategic Portfolio Management, Planview Portfolios, Planisware and JIRA Portfolio. See our OpenText Project and portfolio Management vs. Planview PPM Pro report.

    See our list of best Project Portfolio Management vendors and best Project Management Software vendors.

    We monitor all Project Portfolio Management reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.