OKR Software
  • AI Agents
  • Pricing
  • Enterprise

Industry

Healthcare Coordinate, comply, and deliver patient outcomes
Manufacturing Plan, produce, and deliver at scale
Financials Comply, perform, and grow with confidence
Government & Public Sector Govern, account, and serve with transparency
Non Profits Align, impact, and deliver on your mission
Technology Build, ship, and scale with agility
Retail Industry Plan, launch, and scale retail operations
Transportation Logistics Plan, route, and deliver with precision
Energy Utilities Plan, manage, and deliver critical operations

Company Size

Enterprise Scale, govern, and align the entire organisation
Mid-Market Grow, structure, and execute with clarity
Small Business Start, focus, and grow faster
Profit.co Integrations sync your favorite apps to create seamless, unified collaboration Read more
Profit.co AI Agent, your intelligent strategy assistant for smarter, faster decisionsRead more
Profit.co Mobile App, stay connected and productive from anywhere you work.Read more
About Us Blog Help center Integrations API Docs
24/7 support Release Updates Secure & Compliance 99.99% Uptime

Coaching & Consulting

OKR Certification Learn, validate, and lead with confidence
OKR University Explore, learn, and master OKRs
OKR Examples Browse, adapt, and implement proven OKRs

Insight Hub

eBooks Download, read, and apply deep knowledge
OKR Webinars Watch, learn, and implement live insights
Blog Read, explore, and stay informed
ROI Calculator Calculate, discover, and prove OKR value
SPM ROI Calculator Measure, analyse, and justify SPM investment

Support

Answers (FAQs) Search, find, and resolve instantly
OKR Canvas Visualise, map, and structure your OKRs
Help Center Browse, learn, and get unblocked fast
Release Updates Discover, explore, and stay current
Customer Stories Real stories, real results
Profit.co Integrations sync your favorite apps to create seamless, unified collaboration Read more
Profit.co AI Agent, your intelligent strategy assistant for smarter, faster decisionsRead more
Profit.co Mobile App, stay connected and productive from anywhere you work.Read more
About Us Blog Help center Integrations API Docs
24/7 support Release Updates Secure & Compliance 99.99% Uptime

Products

OKRs Set, align, and drive results
Strategy Roadmaps Map, plan, and execute vision
Balanced Scorecard Track, score, and drive results
Hoshin Kanri Align, focus, and execute vision
Performance Review Review, coach, and drive results
Employee Recognition Reward, engage, and retain all
Pulse Surveys Ask, listen, and act on feedback
Meetings Meet, discuss, and decide fast
Project Portfolio Plan, govern, and manage work
Strategic Portfolio Align, focus, and drive results
Project Management Structure, track, and deliver projects
Timesheets Log, track, and optimise time

Features

Alignments View
Automated Weekly Summary
Balanced Scorecard View
Bowler Chart
Check-in Discipline
OKR Cockpit Dashboard
OKR Present Mode
OKR Progress Presentation
Say-do Ratio
Status Map View
All Features
1:1 Meetings
Development Plans
Goals
Performance Dashboard
Performance Reviews
Calibration
Multiple Assessment Types
Compensation
Review Templates
All Features
Demand Management
EVM Dashboard
Financial Management
Investment Tracking
OKR Linked Projects
Value Realization Office
Project Health & Dashboards
Release Planning & Management
Scenario Planning
Tollgate Management
Task Management
All Features
Profit.co Integrations sync your favorite apps to create seamless, unified collaboration Read more
Profit.co AI Agent, your intelligent strategy assistant for smarter, faster decisionsRead more
Profit.co Mobile App, stay connected and productive from anywhere you work.Read more
Profit.co Integrations sync your favorite apps to create seamless, unified collaboration Read more
Profit.co AI Agent, your intelligent strategy assistant for smarter, faster decisionsRead more
Profit.co Mobile App, stay connected and productive from anywhere you work.Read more
Profit.co Integrations sync your favorite apps to create seamless, unified collaboration Read more
Profit.co AI Agent, your intelligent strategy assistant for smarter, faster decisionsRead more
Profit.co Mobile App, stay connected and productive from anywhere you work.Read more
About Us Blog Help center Integrations API Docs
24/7 support Release Updates Secure & Compliance 99.99% Uptime
Login Start free trial
profit.co-logo
    • Products

      • OKRs

        Set, align, and drive results

      • Strategy Roadmaps

        Map, plan, and execute vision

      • Balanced Scorecard

        Track, score, and drive results

      • Hoshin Kanri

        Align, focus, and execute vision

      Features

      • Alignments View
      • Automated Weekly Summary
      • Balanced Scorecard View
      • Bowler Chart
      • Check-in Discipline
      • OKR Cockpit Dashboard
      • OKR Present Mode
      • OKR Progress Presentation
      • Say-do Ratio
      • Status Map View
      • All Features
    • Products

      • Performance Review

        Review, coach, and drive results

      • Employee Recognition

        Reward, engage, and retain all

      • Pulse Surveys

        Ask, listen, and act on feedback

      • Meetings

        Meet, discuss, and decide fast

      Features

      • 1:1 Meetings
      • Development Plans
      • Goals
      • Performance Dashboard
      • Performance Reviews
      • Calibration
      • Multiple Assessment Types
      • Compensation
      • Review Templates
      • All Features
    • Products

      • Project Portfolio

        Plan, govern, and manage work

      • Strategic Portfolio

        Align, focus, and drive results

      • Project Management

        Structure, track, and deliver projects

      • Timesheets

        Log, track, and optimise time

      Features

      • Demand Management
      • EVM Dashboard
      • Financial Management
      • Investment Tracking
      • OKR Linked Projects
      • Value Realization Office
      • Project Health & Dashboards
      • Release Planning & Management
      • Scenario Planning
      • Tollgate Management
      • Task Management
      • All Features
    • Pages

      • Healthcare

        Coordinate, comply, and deliver patient outcomes

      • Manufacturing

        Plan, produce, and deliver at scale

      • Financials

        Comply, perform, and grow with confidence

      • Government & Public Sector

        Govern, account, and serve with transparency

      • Non Profits

        Align, impact, and deliver on your mission

      • Technology

        Build, ship, and scale with agility

      • Retail Industry

        Plan, launch, and scale retail operations

      • Transportation Logistics

        Plan, route, and deliver with precision

      • Energy Utilities

        Plan, manage, and deliver critical operations

    • Pages

      • Enterprise

        Scale, govern, and align the entire organisation

      • Mid-Market

        Grow, structure, and execute with clarity

      • Small Business

        Start, focus, and grow faster

  • AI Agents
    • Pages

      • OKR Certification

        Learn, validate, and lead with confidence

      • OKR University

        Explore, learn, and master OKRs

      • OKR Examples

        Browse, adapt, and implement proven OKRs

    • Pages

      • eBooks

        Download, read, and apply deep knowledge

      • OKR Webinars

        Watch, learn, and implement live insights

      • Blog

        Read, explore, and stay informed

      • ROI Calculator

        Calculate, discover, and prove OKR value

      • SPM ROI Calculator

        Measure, analyse, and justify SPM investment

    • Pages

      • Answers (FAQs)

        Search, find, and resolve instantly

      • OKR Canvas

        Visualise, map, and structure your OKRs

      • Help Center

        Browse, learn, and get unblocked fast

      • Release Updates

        Discover, explore, and stay current

      • Customer Stories

        Real stories, real results

  • Pricing
  • Enterprise
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Profit.co vs Planview

Planview manages portfolios. Profit.co executes strategy

Unlock the Power of Strategic Portfolio Management Software with Profit.co. Unlike Planview’s fragmented solutions, Profit.co offers a unified platform for seamless OKR alignment, people performance management, and execution at speed.

Get Started

Struggling With Multi-Product PPM Complexity?

Planview’s SPM solution requires 10+ separately licensed products (Clarizen…) assembled through acquisitions. Organizations must license, integrate, and navigate multiple platforms for complete functionality, creating steep learning curves, 3-6 month implementations, and escalating total costs that delay strategic value.

Analytics Without Execution

Product Sprawl Creates Integration Overhead

Planview’s acquisitions created disconnected workflows across Portfolios, PPM Pro, Projectplace, and AgilePlace. Organizations navigate multiple products requiring extensive configuration, manual data synchronization, and ongoing maintenance to keep systems aligned.

Disconnected People Performance

Professional Services Dependency Inflates Costs

Planview implementations require $50K-$100K+ professional services with limited self-service options. Organizations face vendor dependency for customization, extended time-to-market, and ongoing consulting fees instead of internal autonomy.

Limited Project and Resource Management

Fragmented OKR Capabilities Weaken Strategic Alignment

Planview’s OKR capabilities are fragmented across AgilePlace and Portfolios without unified strategic workflows. Organizations must integrate third-party OKR tools to connect strategy with portfolio execution, revealing the platform’s lack of native end-to-end strategic alignment.

Complex Configuration

Steep Learning Curve Delays Adoption

User reviews consistently cite “overwhelming interface,” “steep learning curve,” and “not intuitive” experiences. Planview even sells a separate “Planview Adopt” product to address chronic adoption challenges, with onboarding taking weeks before team productivity.

Integration Constraints

Regional Performance Problems Impact Productivity

Planview users report persistent UK/London server issues with 60+ second load times remaining unresolved for 8+ months. PMs migrate to alternative tools as platforms become “unusable,” threatening renewal decisions and adoption rates.

No Predictive Intelligence

Chronic Adoption Challenges Require a Separate Product

Planview’s complexity forces the sale of a separate “Planview Adopt” product to address “low adoption rates” and user onboarding that “takes weeks.” This highlights fundamental usability challenges within the core platform.

The Complete Strategy Execution Platform

Profit.co delivers the best project portfolio management tool for enterprises with purpose-built OKR alignment, integrated financial planning, cross-functional portfolio visibility, and AI-powered strategic frameworks, designed specifically for strategy execution success across all business functions.

The Challenge

Native OKR-Driven Portfolio Execution

Planview’s OKR capabilities are fragmented across products without embedded strategic workflows. Organizations struggle to connect corporate strategy through OKRs to portfolio investments, requiring manual linkage and custom development for true strategic alignment.

How Profit.co Solves It:

Purpose-built OKR-native architecture where Corporate Strategy → OKRs → Portfolios → Projects → Benefits flows automatically, reducing strategic alignment time from weeks to hours and ensuring 100% project-to-strategy traceability.

  • Native OKR foundation connecting strategy to every project automatically
  • AI-powered portfolio prioritization by strategic impact (automatic)
  • Real-time OKR-to-project cascade visibility across portfolios
  • One-click OKR presentation mode with executive dashboards
The Challenge

Unified Platform vs Acquisition Sprawl

Planview’s 10+ acquisitions create disjointed user experiences navigating Portfolios + PPM Pro + Projectplace + AgilePlace for complete workflows. Integration complexity, inconsistent interfaces, and coordination across products require extensive professional services and ongoing maintenance.

How Profit.co Solves It:

Single unified platform with strategy, program, and People in one database, consistent UX across all capabilities, and complete SPM framework without product silos or integration modules.

  • One platform eliminating navigation across multiple products
  • Consistent modern interface across all SPM capabilities
  • No integration overhead between portfolio and people layers
  • Single database ensuring real-time data synchronization
The Challenge

Rapid Deployment vs Extended Implementation

Planview implementations average 3-6 months with $50K-$100K+ professional services costs. Delayed ROI, extensive change management, and complex configuration across multiple products create deployment fatigue before organizations realize strategic value.

How Profit.co Solves It

2-4 weeks guided deployment with pre-configured SPM framework, proven with customer implementations achieving immediate adoption and measurable ROI within 60 days without consulting dependency.
  • 6x faster implementation (weeks, not quarters)
  • Pre-configured SPM framework eliminating custom setup
  • Guided onboarding without $50K-$100K professional services
  • Proven 2-4 week go-live with Fortune 500 customers
Feature Illustration
The Challenge

Integrated Financial Planning vs Fragmented Financial Tools

Planview’s financial planning capabilities are scattered across Portfolios, PPM Pro, and separate BI integrations, requiring multiple licenses and complex configuration. Organizations struggle with manual data reconciliation between portfolio budgeting, project financials, and benefit tracking without unified real-time visibility.

How Profit.co Solves It:

Complete integrated financial planning within the portfolio platform: budget modeling, scenario planning, ROI/NPV analysis, benefit tracking, and real-time variance analysis, all connected to OKRs and projects without separate financial modules or BI licenses.

  • Unified budget-to-benefit tracking across the entire portfolio lifecycle
  • Real-time financial variance tracking across projects and portfolios
  • Scenario modeling for what-if portfolio planning
  • NPV/ROI/IRR calculations integrated with strategic prioritization

• See what you’re missing •

See The Difference

Compare what you get with Profit.co versus Planview

Get Started
Native OKR Integration
Platform foundation
Available (requires configuration)
OKR-to-Project Auto-Linking
Automatic cascade
Manual configuration
Strategy Alignment Scoring
AI-powered real-time
Strategy Roadmaps
OKR-integrated
Financial Planning
Partial
Strategic Portfolio Dashboards
OKR-focused
Comprehensive
Balanced Scorecard (BSC)
Native with strategy maps
Hoshin Kanri (X-Matrix)
Built-in catchball
OKR Presentation Mode
One-click PowerPoint
Manual report building
300+ Pre-Built KPIs
Finance/Sales/HR/Marketing
Custom development
Investment Modeling
CAPEX/OPEX/ROI/NPV/IRR
Comprehensive
Portfolio Roadmaps
Strategy-integrated
Enterprise roadmapping request
Request-to-Project Conversion
70% faster setup
Complex configuration
Collaborative Decision Matrix
15+ pre-built criteria
Custom setup required
Resource Management
AI-powered allocation
Advanced optimization
Agile/Hybrid/Waterfall
Unified platform
Across multiple products
Project Management
Gantt/Kanban/EVM
Comprehensive
Budget Management
Variance analysis
Strong financial controls
Portfolio Dashboards
Live dashboards with Cockpit
Workflow Automation
Custom workflows
Complex configuration
Production AI Deployment
25+ agents in production
Copilot early adoption
AI Project Planning
WBS Agent
Conversational Q&A
AI Resource Assignment
skill-fit accuracy
Limited
AI Portfolio Prioritization
Strategic impact scoring
Via Copilot
AI Benefits Realization
Outcome tracking
Via Copilot
Scenario Modeling
AI-powered analysis
Total Native Integrations
80+
Comprehensive
Jira Integration
Deep sync
Microsoft Teams
Full-featured
ServiceNow
Azure DevOps
Salesforce
API & Extensibility
REST API, 1-month custom
Comprehensive API
Integration Complexity
Out-of-the-box, no pro services
Often requires consulting
SOC 2 Compliance
GDPR Compliance
Role-Based Access
Granular
Enterprise-grade
Implementation Services
Guided included
$50K-$100K+ consulting
Customer Support Rating
4.9/5 (G2, Capterra)
Mixed feedback
24/7 Support
Always-on manned
Variable response times
Training Resources
Comprehensive
Extensive materials
Adoption Support
Included in platform
Separate “Planview Adopt” product
Pricing Model
Efficient complete solution
Quote-based, $19-$29/user (AgilePlace)
Implementation Costs
Guided included
$50K-$100K+ typical
People Performance Included
No separate HR system
Pricing Transparency
Clear all-inclusive
Custom enterprise quotes
Full feature
Limited / Add-on / Extra cost
Not available

• Seamless Migration Process •

From Clarity PPM to Profit.co in 4 Simple Steps

Our proven migration process

Complimentary pilot implementation

Start with a free pilot workspace where your portfolio teams use Profit.co with real data, OKR alignment setup, and hands-on support before full rollout.

Complete guided onboarding

Our dedicated specialists provide structured onboarding: mapping your Clarity workflows to Profit.co and setting up portfolio governance. Our interactive platform guided tour walks you through each feature step-by-step, making setup intuitive and fast

Simplified data import

Profit.co’s guided import process with AI-assisted field mapping lets you upload your portfolio data from Planview efficiently. The system validates data structure and ensures projects, initiatives, and financials transfer accurately.

Align projects to OKRs and go live

Profit.co’s AI suggests optimal project-to-OKR alignments based on your strategic objectives. Review recommendations, finalize connections, and have your teams start executing the strategy immediately with the unified Strategy-Program-People platform.

• The Solution •

Ready to Turn Strategy Into Results?

See why modern teams choose Profit.co over basic scorecard tools. Start your free trial, no credit card needed .

=
• FAQs •

Have questions?

We got answers.

What is the difference between Profit.co and Planview for portfolio management?

Profit.co is a unified strategic portfolio management software with Strategy + Program + People in one platform, native OKR architecture, and 2-4 week implementation. Planview is enterprise-proven SPM delivered through 10+ acquired products (Portfolios, PPM Pro, Projectplace, AgilePlace) requiring 3-6 month implementations with extensive professional services.

Which is better for strategic portfolio management: Profit.co or Planview?

Profit.co is the best project portfolio management tool for enterprises needing rapid deployment, native OKR strategic alignment, complete people performance, and unified user experience without product sprawl. Planview is better for organizations prioritizing enterprise breadth with dedicated PMO specialists who can manage multi-product complexity and 3-6 month implementation cycles.

Is Profit.co a good Planview alternative?

Yes. Profit.co is a leading Planview alternative for organizations needing modern strategic portfolio management software without multi-product complexity. It offers native OKR-driven portfolios, complete people performance layer, 6x faster implementation, and transparent pricing that Planview requires through separate products and extensive consulting.

Does Planview have native OKR features integrated with portfolios?

Limited. Planview’s OKR capabilities are fragmented across AgilePlace and Portfolios without unified strategic workflow.

Why is Profit.co faster to implement than Planview?

Profit.co’s unified platform and pre-configured SPM framework enable 2-4 week guided deployment without consultant dependency. Planview’s multi-product architecture (Portfolios + PPM Pro + Projectplace + AgilePlace coordination) requires across multiple customer implementations.

How does Profit.co’s AI compare to Planview Copilot?

Profit.co includes 25+ embedded AI agents in production across all customers: WBS Planning Agent (saves 120 min/project), Resource Assignment Agent (70% skill-fit accuracy), Forecasting Agent (identifies risks 3-5 days earlier), Benefits Realization Agent. Planview Copilot launched 2024 with 45 customers in co-development program, offering conversational Q&A and scenario modeling with AI.

Does Profit.co have performance management like Planview?

Better. Profit.co includes complete People Performance layer: 360° reviews, performance management, individual development plans, recognition, pulse surveys, 1-on-1s all integrated with portfolios and OKRs. Planview has no native performance management, requiring separate HR systems for employee reviews, goals, and development plans.

Does Planview have proven scale?

Yes. Planview serves 3,000+ customers with 3.1M users globally and is a Gartner SPM Leader for 4 consecutive years. Profit.co serves 50+ Fortune 500 companies across 70+ countries. The difference: Profit.co customers go live in 2-4 weeks with immediate adoption. Ask Planview customers about actual daily active users versus licensed seats given reported adoption challenges.

Are there performance issues with Planview?

Yes, documented regionally. Public community threads report 8+ month unresolved UK/London server issues with 60+ second load times. Customer quotes: “Some customers report won’t use it,” “PMs moving to alternative tools,” “adoption worse and worse,” “not sure CTO will sign renewal PO.” Profit.co maintains <3-second response times globally with 99.9% uptime SLA.

Does Profit.co offer a free trial?

Yes. Profit.co offers a 30-day full-access free trial with no credit card required. Teams can explore native OKR alignment, AI-powered execution, complete people performance, and unified strategic portfolio management. Planview requires contacting sales for demos with phased rollout during lengthy implementation cycles.

Can’t find your answers?

Get in touch with us we are happy to assist you!

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Everything You Need for Strategy Execution, One Platform

Planview helps organizations manage enterprise portfolios with comprehensive SPM capabilities across multiple products. Profit.co helps organizations execute business strategy with purpose-built strategic portfolio management software, integrated financial planning, and AI-powered execution.

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PRODUCTS

  • AI Agents
  • Product Overview
  • Product Tour

STRATEGY

  • OKRs
  • Balanced Scorecard
  • Hoshin Kanri
  • Strategy Roadmap

PERFORMANCE

  • Performance Review
  • Employee Recognition
  • Pulse Surveys
  • Meetings

PROJECTS

  • Project & Portfolios
  • Strategic Portfolios
  • Tasks
  • Timesheets
SOLUTIONS
  • Healthcare
  • Financial Services
  • Non Profit
  • Retail Industry
  • Energy Utilities
  • Manufacturing
  • Government Public Sector
  • Technology
  • Transportation Logistics
COMPANY SIZE
  • Enterprise
  • Mid Market
  • Small Business
ROLES
  • CEOs
  • HR Leaders
  • Individual Contributors
  • Managers
  • PMO Leaders
  • Strategy Leaders
  • Operations leaders
INTEGRATIONS
  • Slack
  • Microsoft Teams
  • Google Workspace
  • Azure
  • Jira
  • Salesforce
  • SAP
  • Workday
  • Oracle
  • OKTA
  • View all integrations
COMPARISON
  • Profit.co vs Lattice
  • Profit.co vs 15Five
  • Profit.co vs WorkBoard
  • Profit.co vs Tability
TEAMS
  • PMO Teams
  • HR Teams
  • Founders & Executives
  • Finance Teams
RESOURCES
  • Customer Stories
  • OKR Certification
  • eBooks
  • KPIs Library
  • OKR Examples
  • OKR Webinars
  • Blog
  • Release Updates
  • ROI Calculator
  • API Documentation
  • Status
  • G2 Reviews
SUPPORT
  • Help Center
  • OKR University
  • Answers
COMPANY
  • About Us
  • Why Profit.co
  • In the Press
  • Pricing
  • Our Partners
  • SLA
  • Contact Us
  • AI Info Page
PRIVACY & POLICY
  • Privacy Policy
  • Terms of Service
  • Security
MCP
  • Chatgpt
  • Claude
  • Profit.co MCP

Summarize with AI what Profit.co does:

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