Planview Alternative

Profit.co vs. Planview

Planview runs enterprise portfolio management and resource capacity planning. Profit.co connects that same portfolio to OKRs, performance outcomes, and strategy.

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G2, Capterra, Gartner

Rated 4.7/5 by 500+ Leaders

Trusted by 1,500+ Organizations worldwide

Trusted by 2,000+ companies worldwide
  • G2 Leader badge for OKR software, Enterprise segment, Summer 2026

Profit.co vs Planview

Portfolio execution that runs beyond capacity planning

Planview stops at the portfolio plan. Profit.co connects every portfolio to the OKRs and performance outcomes the business is accountable for.

Project Management

Plan and govern projects with tasks, timelines, stage gates, and AI-assisted planning.

Capability Profit.co Planview
Plan and manage projects with tasks, owners, and due dates.
Track task dependencies and milestones on a Gantt timeline.
Run stage gate approvals with mandatory checklists before advancing phases.
Manage project risks and issues with a probability-impact matrix.
Connect projects to strategic goals.
AI agent assists with creating and drafting new projects from a business description.

Portfolio Management

Intake, prioritize, and govern a portfolio of projects from request to benefits realization.

Capability Profit.co Planview
Intake and prioritize project requests with a benefit versus complexity matrix.
Manage multiple projects in a single portfolio view.
Run scenario modeling for portfolio investment decisions.
Track benefits realization after project delivery.
Manage portfolio-level budgets with CapEx and OpEx separation.
Report portfolio health to executive stakeholders.
Connect portfolio delivery to company strategy and objectives.

Resource & Capacity Management

Plan team capacity, allocate skills, and balance workloads across the full portfolio.

Capability Profit.co Planview
View and manage team capacity across projects.
Allocate resources based on skills and availability.
Balance workloads across team members.
Forecast resource needs for upcoming projects.
Track planned versus actual hours per resource.
Manage resource conflicts and over-allocation.

Project Analytics & Reporting

Track EVM, ROI, and portfolio health with live dashboards that update as work progresses.

Capability Profit.co Planview
Track EVM metrics (CPI, SPI, TCPI) at project and portfolio level.
Calculate IRR, NPV, and payback period per portfolio initiative.
Build custom dashboards with 20+ drag-and-drop widgets.
Generate executive project and portfolio reports.
Visualize project status with RAG indicators and a risk heatmap.

OKR Software

Set, weight, and cascade company-level OKRs across every team, with an AI agent to draft and score them.

Capability Profit.co Planview
Set and cascade company OKRs across all levels.
Weight and score key results independently.
Back key results with a 400+ KPI library.
AI agent drafts and scores OKRs before the quarter starts.
Connect OKRs to a Balanced Scorecard.
Run weekly OKR check-ins with automated progress updates.
Start from 100+ prebuilt OKR templates.

Performance Management

Run reviews, 360 feedback, and continuous feedback tied to the goals people own.

Capability Profit.co Planview
Run structured performance review cycles.
Use custom review templates.
Run self-assessments and manager reviews.
Tie appraisals to real goal and KPI results.
Run calibration sessions to normalize ratings across teams.
Track competencies and development plans.
AI compiles work history and drafts review comments when the employee opens their self-assessment.

Balanced Scorecard

Track strategy across all four perspectives: financial, customer, process, and learning.

Capability Profit.co Planview
Map goals across four BSC perspectives.
Build strategy maps linking each perspective.
Run Hoshin Kanri policy deployment.
Plan strategic initiatives per perspective.
Weight perspectives and goals.
Track scorecard health on dashboards.
Cascade the scorecard across the organization.

Goal Management

Set personal and team goals for each cycle, with check-ins to track them.

Capability Profit.co Planview
Set personal goals for each review period.
An AI agent drafts goals before the cycle starts.
Run regular goal check-ins with progress updates.

Collaboration

Share updates, comments, and notifications so teams work from the same view.

Capability Profit.co Planview
Share progress through check-ins and updates.
Work from shared dashboards.
Mention teammates in shared comments.
Get notified in Slack and Microsoft Teams.
See goals, KPIs, and projects in one view.

Platform & Security

SOC 2 and GDPR certified, with single sign-on and 100+ integrations.

Capability Profit.co Planview
SOC 2 Type II certified.
ISO 27001 certified.
GDPR compliant.
HIPAA compliant.
99.9% uptime SLA.
100+ integrations. Planview integrates primarily with enterprise project management and ITSM tools.
Single sign-on and role-based access.

Support

Get 24/7 support, guided onboarding, and goal coaching from real people.

Capability Profit.co Planview
24/7 live support.
Guided onboarding.
Dedicated customer success.
Help center and documentation.
Goal coaching from experts.
Goal certification program.
Full
Limited
Not available

Based on public Planview sources, as of June 2026.

Profit.co is more than project management. See the full platform compared, module by module.

Easy Setup & Adoption

Get started in 3 steps

1

Connect & Configure

Integrate your existing tools. Map your org structure, roles, and reporting hierarchy.

2

Align & Cascade

Set company OKRs and cascade them to every team, so every level stays connected and traceable.

3

Execute & Measure

Track progress on live dashboards. Let AI flag gaps before targets are missed.

See Profit.co in action

Book a 30-minute session with a Profit.co expert. Walk away with a clear plan to run performance reviews, goals, and feedback in one connected platform.

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Integrations ecosystem

Connects to the tools your teams already use

100+ native integrations with bi-directional sync. Progress in Jira automatically moves OKRs. Slack bots enable check-ins without leaving your workflow.

Browse all 100+ integrations →

Customer stories

The results speak for themselves

View all customer stories →
“For us, the key factor was achieving full alignment between goals, projects, and tasks, supported by automation and KPI-driven governance. Profit.co provided a centralized portfolio management system – a single source of truth for all projects.”
David Serra, Head of Transformation and CMO at CELO Industry

David Serra

Head of Transformation & CMO · CELO Industry

“With Profit.co, we can assign tasks, track progress, and see how everything contributes to our overall goals and mission. Watching everything come together, from the bottom-up tasks to the overarching strategy, is incredible.”
Catherine Pelton, Communications Manager at RUNX1 Research Program

Catherine Pelton

Communications Manager · RUNX1 Research Program

Enterprise Grade Security

Keep your company’s data secure and compliant with industry-leading security standards and certifications.

SOC 2 TYPE II

ISO 27001

GDPR

HIPAA

FAQ

Have questions? We have answers

What is the best Planview alternative?

Planview is a strong enterprise portfolio management platform with deep strategic alignment, resource capacity planning, and scenario modeling. Profit.co runs the same portfolio governance, then adds OKR management, performance reviews, a Balanced Scorecard, and goal management in one platform, capabilities Planview does not provide. For teams that want portfolio and performance management in one connected system, that breadth is the difference.

Yes. Profit.co offers a 30-day free trial with full access, no credit card required. Planview offers a 30-day free trial for AgilePlace, its agile planning product. Its core portfolio and resource management products require a sales engagement, with no self-serve trial available. Profit.co pricing starts from $10 per user per month. For plan details, visit profit.co/pricing.

Yes. A guided onboarding team helps you map your portfolio structure, import active projects and resource plans, and connect the tools your team already uses. Most teams treat the move as the moment their portfolio finally connects to OKRs, performance reviews, and the strategy the whole company runs on, rather than sitting inside a portfolio planning tool the PMO manages alone.

Setup is built around three stages: connect and configure, align and cascade, then execute and measure. Because Profit.co connects to 100+ integrations, your live portfolio data flows in without manual re-entry. Unlike a Planview implementation that typically requires dedicated professional services and months of configuration, most Profit.co teams are live and executing within 30 days.

Profit.co connects with 100+ integrations, including Jira, Microsoft Teams, Salesforce, Power BI, SAP, Oracle, and HubSpot. Integration depth matters because it decides whether your portfolio, project, and goal data updates automatically or requires manual input. Profit.co pulls live data from connected tools so progress stays current without anyone copying numbers across systems.

Yes. Profit.co holds SOC 2 Type II, ISO 27001, GDPR, and HIPAA certifications, backed by a 99.9% uptime SLA and 24/7 support. Role-based permissions control exactly who can view and edit each portfolio, project, and goal. Teams evaluating a Planview replacement can review our full security documentation and certifications during the demo before signing.

Planview is a strong enterprise portfolio management platform with deep resource capacity planning, strategic alignment, and scenario modeling. It connects to OKRs as part of its portfolio tools but does not run a dedicated OKR or performance management module. Profit.co adds a full OKR module, performance reviews, a Balanced Scorecard, and goal management in one platform, with a 30-day free trial and published pricing Planview does not offer.

For many teams, yes. Profit.co includes project management, portfolio governance, resource planning, and strategy alignment, all connected to live OKRs and goals. Planview goes deeper on enterprise portfolio optimization and resource capacity modeling for large program offices, so enterprises whose main need is dedicated capacity planning across hundreds of projects may weigh that. For teams that want portfolio connected to performance, goals, and strategy, Profit.co covers the breadth Planview does not.

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