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The Planview Insider’s Guide

Everything we know about Planview in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.

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ToolGPANovember 2026

Planview

The Insider’s Guide

Enterprise portfolio management and connected work platform

Every plan, grade, refund rule and rival among project management tools, read from Planview’s own pages.

Made by Planview · checked Nov 12, 2026 · toolgpa.com

1.8GPA

Contents

  1. 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
  2. 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
  3. 03What it doesIts main features, where it runs, what it works with and who makes it
  4. 04Where it standsIts grades against its category, and whether to keep it or make your own
  5. 05The alternativesThe tools it is most often weighed against, side by side
  6. 06Quick answersThe questions people ask about it, each answered in a line or two
  7. 07About ToolGPAWho made this guide, what else is on the site, and how to cite it

ToolGPA put this guide together from Planview’s own pages, its app-store listings and our grades. Every fact in it is on Planview’s page too, where it is kept up to date. Checked Nov 12, 2026.

Part 01 · Overview

Welcome

What it is, who it suits, its grades and the ten things to know first

1.8

GPA, above 3 of the 111 other project management tools we grade

Planview sells a platform of enterprise products for strategic portfolio management, project portfolio management, software delivery, product development and professional services automation. Its project portfolio management offering covers portfolio planning and prioritization, resource capacity planning, dashboards and dependency tracking. It is sold to large organizations through its sales team.

To get you started, here are 7 things to know about Planview, taken from its own pages and our grades.

No prices are published, the trial terms are not stated, and which product you need depends on the job.
From our report card of Planview
  1. 1

    Best for large companies planning a portfolio of work

    Planview is a family of enterprise portfolio, resource and delivery products that the company sells through its sales team.

  2. 2

    It runs on Web

    Web.

  3. 3

    Portfolio planning and prioritization

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

  4. 4

    Resource capacity planning

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

  5. 5

    Dependency management

    Visualize dependencies across programs, projects, work and applications.

  6. 6

    A 1.8 GPA, above 3 of 111

    That is against the other project management tools we grade, on value, the free plan, features, ease of use and platforms.

  7. 7

    Keep it

    The plain part of Planview you could make: reports. What surrounds it you could not. The 2 things listed below take a company, not a weekend.

Planview at a glance

Pricing
Paid
Free plan
No
Free trial
None stated
Runs on
Web
Made by
Planview
Category
Project Management
Our grade
1.8 GPA, weak

The report card

Best for large companies planning a portfolio of work

Planview is a family of enterprise portfolio, resource and delivery products that the company sells through its sales team. No prices are published, the trial terms are not stated, and which product you need depends on the job. A small team has no reason to start here.

ToolGPA report cardPlanviewGraded Nov 12, 2026
SubjectGradeComment
Value for moneyCNo price is published and plans are sold through sales, so it sits in the middle until a quote says otherwise.
Free plan and trialDThe site offers demos and free trials, but the pages read do not state the length or whether a card is needed. No free plan.
FeaturesCPortfolio planning, resource capacity, dependencies and dashboards. It is a family of separate products, so no single one covers the whole job.
Ease of useCNo store rating on record. Sold to enterprises through a sales process, so expect set-up work.
Platforms and integrationsCWeb only on the listing, with no integrations or API named on the pages read.
Grade point averageWeak, out of 4.01.8

An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.

Who Planview is for

  • 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

Who it is not for

  • 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

Good to know

Good for

  • Large organizations running portfolio management across many programs
  • PMOs that tie funding and resource capacity to strategy
  • Companies that want a single vendor for portfolio, delivery and services work

Worth knowing

  • 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.

Part 02 · Pricing

What it costs

Every plan, the free plan, ways to pay less and how prices have moved

Planview's current pricing could not be confirmed from its own site.

No price is published and plans are sold through sales, so it sits in the middle until a quote says otherwise.
From our grade for value for money

We could not confirm Planview’s current prices from its own site, so this guide lists no plans. planview.com has them.

Part 03 · Features

What it does

Its main features, where it runs, what it works with and who makes it

1

Place it runs: Web

Enterprise portfolio management and connected work platform. Here is what it does, as its own site describes it, and what it covers: AI features, reports, dashboards.

Portfolio planning, resource capacity, dependencies and dashboards.
From our grade for features
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.

Where it runs

  • Web

What it works with

Its own pages name no integrations.

Planview is made by Planview.

Part 04 · Standing

Where it stands

Its grades against its category, and whether to keep it or make your own

3/111

Other project management tools it is graded above

Planview's GPA of 1.8 is higher than 3 of the 111 other project management tools we grade, and level with 2.

It stands best on value for money (C, above 27 of 111) and worst on free plan and trial (D, above 7).

Each grade against the category

Every bar is all 112 project management tools we grade, cut by the letter each got. Planview’s own letter is outlined.

  • CValue for moneyAbove 27 of 111
  • DFree plan and trialAbove 7 of 111
  • CFeaturesAbove 1 of 111
  • CEase of useAbove 7 of 111
  • CPlatforms and integrationsAbove 1 of 111

Keep it, or make your own?

Whether this is something you could build for yourself with an AI app builder, and what you would give up.

Keep it

The plain part of Planview you could make: reports. What surrounds it you could not. The 2 things listed below take a company, not a weekend.

That makes this kind of software worth paying for, not this one in particular: 106 of the 111 other project management tools grade higher.

What you could make

  • Reports: an app builder makes this well.

What you could not

  • Connections that pull numbers from dozens of other services.
  • AI features, unless you pay a model provider for each request yourself.

What this rests on. Planview’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.

Part 05 · Alternatives

The alternatives

The tools it is most often weighed against, side by side

Meisterplan, Kantata, Celoxis, Smartsheet and Microsoft Project

The 5 tools Planview is most often weighed against, with where each one differs from it.

  • 2.0GPA

    Meisterplan

    Free trial · from $700/mo

    Portfolio and resource capacity planning for PMOs.

    • Meisterplan also covers kanban boards.
    Planview and Meisterplan compared in full
  • 2.0GPA

    Kantata

    Paid

    Professional services automation for resourcing, projects and billing.

    • Kantata also covers time tracking.
    Planview and Kantata compared in full
  • 2.2GPA

    Celoxis

    Free trial · from $10/mo

    Project and portfolio management with per-seat plans.

    • Only Celoxis lists iOS and Android apps.
    • Celoxis also covers Gantt & timelines, time tracking and invoicing.
    Planview and Celoxis compared in full
  • 3.0GPA

    Smartsheet

    Free trial · from $9/mo

    Spreadsheet-style project and work management for teams.

    • Only Smartsheet lists macOS, Windows, iOS and Android apps.
    • Planview also covers reports and dashboards.
    • Smartsheet also covers tasks, calendar, kanban boards, Gantt & timelines and workflow automation.
    Planview and Smartsheet compared in full
  • 1.6GPA

    Microsoft Project

    Free trial · from $30.00/mo

    Desktop project scheduling for Windows with Gantt charts.

    • Only Planview lists a web app.
    • Only Microsoft Project lists a Windows app.
    • Microsoft Project can be bought with a one-time purchase.
    Planview and Microsoft Project compared in full

Part 06 · Questions

Quick answers

The questions people ask about it, each answered in a line or two

9

Questions, each answered in a line or two

The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.

Is Planview free?

No. Planview is a paid product.

What platforms does Planview work on?

Planview is available on Web.

Does Planview have an Android app?

No Android app was listed when its pages were read on Nov 12, 2026. Planview is listed for Web.

Does Planview have an iPhone app?

No iPhone app was listed when its pages were read on Nov 12, 2026. Planview is listed for Web.

Is Planview open source?

Planview is not described as open source on its own site, as read on Nov 12, 2026.

Who makes Planview?

Planview is made by a company of the same name.

What are the alternatives to Planview?

The closest alternatives to Planview in our directory are Meisterplan, Kantata, Celoxis, Smartsheet and Microsoft Project.

How does Planview compare with other project management tools?

Planview's GPA of 1.8 is higher than 3 of the 111 other project management tools we grade, and level with 2.

Could I make my own version of Planview?

The plain part of Planview you could make: reports. What surrounds it you could not.

Where this guide comes from

The prices, plans, platforms and features were read from Planview’s own pages on Nov 12, 2026, and the grades were given on Nov 12, 2026. Graded from this listing, whose facts were read from Planview's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews.

Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Planview. Prices change, so check planview.com before you buy.

Part 07 · About

About ToolGPA

Who made this guide, what else is on the site, and how to cite it

5,038

Tools graded, in 95 categories

ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.

Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.

  • 5,038

    tools graded

  • 95

    categories

  • 739

    price changes on record

  • 579

    apps priced in 12 countries

What else is on toolgpa.com

Scan for the live page

Prices and grades as they are today

Quoting this guide?

Please name ToolGPA and link to the live page, so readers can check the figures for themselves:

ToolGPA, "Planview: The Insider's Guide", checked Nov 12, 2026. https://toolgpa.com/tools/planview

Know someone choosing between project management tools?

Send them this guide: toolgpa.com/tools/planview/guide

ToolGPA elsewhere: youtube.com/@toolgpa

See our other guides

The best-graded project management tools after Planview, each with an Insider's Guide of its own.

ToolGPA

Choosing software? Every tool graded, every price dated.

Compare tools at toolgpa.com ›

Everything in this guide is ToolGPA’s own summary of what Planview’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Planview is a trademark of its owner, and this guide is not made, paid for or approved by Planview. Prices and plans change: check planview.com before you buy.