Kantata vs Planview (2026): which should you pick?

Pick Kantata if

• Fits if you are a services firm that bills clients
• Works for companies on Salesforce, where a native edition exists

Look elsewhere if

• Watch out: no prices are shown, and you must fill in a form to get one
• Not for you if you want a trial or free plan, as none is listed
• Too heavy for internal product teams that only track tasks
• Watch out: a Salesforce-native edition sits beside the standalone one, so check which your quote covers

Pick Planview if

• Fits if you run a large portfolio and have a buying process that includes sales calls
• Works for companies that need portfolio, resource and delivery planning from one vendor

Look elsewhere if

• Skip it if you want to see a price first: the site has no pricing page
• Not for you if you are a small team, as the company says it serves more than 3,000 customers
• Watch out: it is several products, and the trial terms were not stated
• Too light on public detail to compare plans, trial or limits without talking to sales

Kantata

• No prices are published: the pricing page is a request form, and plans are tailored to company size and goals.
• The pricing page does not mention a free plan or a free trial; the site's calls to action are for a demo.
• Built for services firms that bill clients; it is a poor match for internal product teams that only need task tracking.
• The vendor lists a Salesforce-native edition alongside the standalone platform, so check which one a quote covers.

Planview

• No prices are published; the site has no pricing page, and plans are sold through the sales team.
• Planview is a family of separate products, so which one a buyer needs depends on the job.
• The company page says it serves more than 3,000 customers, which signals an enterprise focus, not a small-team tool.
• The site offers demos and free trials through a demos page, but the trial terms were not stated on the pages read.

Kantata

Resource management and forecasting

Centralized scheduling and allocation, a skills inventory, and the ability to compare several resource plans side by side.

Project management

Project estimation and forecasting, task tracking, and portfolio and project health views.

Time and expense tracking

Time and expenses are tracked across clients and projects, with guardrails the page says are meant to improve billing accuracy.

Project accounting

Cost, burn and margin tracking for each project and across the portfolio.

Talent network

External contractors and partners can be added with their own roles, skills, calendars and cost rates.

AI and MCP connectivity

An AI assistant and agents sit on top of the data, and the vendor lists built-in MCP support for connecting outside AI tools.

Planview

Portfolio planning and prioritization

Rank portfolios against priorities and drivers, compare them with financial and resource targets, and model trade-offs.

Resource capacity planning

Check committed plans against available capacity and staffing, and reallocate funding and resources as priorities change.

Dependency management

Visualize dependencies across programs, projects, work and applications.

Dashboards and analytics

Dashboards track KPIs across strategy, programs, projects, resources and work.

Product family

The product list includes AgilePlace, Portfolios, ProjectPlace, PPM Pro, Daptiv, AdaptiveWork, ChangePoint and Enterprise Architecture.

AI features

The vendor describes AI-driven insights, risk detection and scenario planning in its project portfolio management offering.

Kantata

Pricing could not be confirmed. See kantata.com.

Planview

Pricing could not be confirmed. See planview.com.