Planforge suits organizations managing projects and portfolios across traditional, agile, or combined methods.
Free plan Free trial From €4,500 a month AndroidiPhone & iPadWebWindowsMacLinux+2
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Best Strategic Portfolio Management 2026
Facts read 20 Sep 2026 – 14 Oct 2026
Strategic portfolio management software links ideas, roadmaps, capacity and financial planning with strategic objectives. This list helps buyers compare software for portfolio decisions and delivery planning.
The standings: top 10
| Name | In a line | Record score | Price from | Try it free | Runs on | Facts read |
|---|---|---|---|---|---|---|
| 01 Planforge | Planforge suits organizations managing projects and portfolios across traditional, agile, or combined methods. | 6.6 | €4,500 a month | Free plan | Android, iPhone & iPad, Web, Windows | 14 Oct 2026 |
| 02 OnePlan | OnePlan suits organizations coordinating portfolios, budgets, resources, and work across agile, waterfall, or hybrid methods. | 5.4 | $120 a year | Free trial | Android, iPhone & iPad, Web | 28 Sep 2026 |
| 03 Celoxis | Celoxis suits project-driven teams in manufacturing, technology, healthcare, financial services, government, and education. | 5.3 | $10 a month, billed yearly | Free trial | Android, iPhone & iPad, Web, API | 8 Oct 2026 |
| 04 Aha! Roadmaps | 4.9 | $708 a year | Free trial | Web | 4 Oct 2026 | |
| 05 Decision Lens | Decision Lens is aimed at government agencies and other organizations managing investment portfolios, resource plans, and budget decisions. | 4.7 | $50,000 a year | — | Android, iPhone & iPad, Web, Windows | 1 Oct 2026 |
| 06 Dragonboat | It suits product executives, portfolio operations teams, product managers, program and delivery leaders, and AI or automation teams. | 4.5 | Free plan | Free plan | Web, API | 29 Sep 2026 |
| 07 SAP Business One | It suits small and midsize businesses that want finance, inventory, purchasing, sales, and customer management in one ERP system. | 4.4 | — | — | Android, iPhone & iPad, Web, Windows | 12 Oct 2026 |
| 08 Planisware Orchestra | It is aimed at PMOs overseeing IT, product, work-management, or creative projects. | 4.3 | — | Free trial | Android, iPhone & iPad, Web, API | 4 Oct 2026 |
| 09 PPM Express | 4.3 | $8,000 a year | Free trial | Web, API | 4 Oct 2026 | |
| 10 Planview AdaptiveWork | 4.2 | — | — | Android, iPhone & iPad, Web, API | 3 Oct 2026 |
Buyers can compare free access, entry pricing, strategic alignment, scenario analysis, capacity and financial planning, roadmap views, idea and demand intake, and hosting. Listed platform options include web, API, Android, iOS, self-hosted and Windows.
02
OnePlan
OnePlan suits organizations coordinating portfolios, budgets, resources, and work across agile, waterfall, or hybrid methods.
AndroidiPhone & iPadWeb Record5.4 Visit
03
Celoxis
Celoxis suits project-driven teams in manufacturing, technology, healthcare, financial services, government, and education.
AndroidiPhone & iPadWeb+2 Record5.3 Visit
04
Aha! Roadmaps
Web Record4.9 Visit
05
Decision Lens
Decision Lens is aimed at government agencies and other organizations managing investment portfolios, resource plans, and budget decisions.
AndroidiPhone & iPadWeb+4 Record4.7 Visit
6
Dragonboat
WebAPI Free plan Record4.5 Visit It suits product executives, portfolio operations teams, product managers, program and delivery leaders, and AI or automation teams.
7
SAP Business One
AndroidiPhone & iPadWeb+3 — Record4.4 Visit It suits small and midsize businesses that want finance, inventory, purchasing, sales, and customer management in one ERP system.
8
Planisware Orchestra
AndroidiPhone & iPadWeb+2 — Record4.3 Visit It is aimed at PMOs overseeing IT, product, work-management, or creative projects.
11
Shibumi
AndroidiPhone & iPadWeb+1 — Record4.2 Visit Shibumi is aimed at executives, EPMO leaders, program and project teams, initiative owners, and application administrators managing strategic programs.
12
airfocus
AndroidiPhone & iPadWeb+2 — Record4.1 Visit airfocus suits product teams that want feedback, strategy, OKRs, roadmaps, and delivery connected in one platform.
14
IBM Targetprocess
WebAPI — Record4.1 Visit Targetprocess suits business leaders, enterprise portfolio managers, IT finance leaders, and delivery teams.
17
ServiceNow Strategic Portfolio Management
Web — Record2.3 Visit It suits organizations looking for web-based portfolio management with resource planning, workflow automation, timeline views, and dashboards.
Before you choose
Compare free access and trials
A free plan is available from tools on this list, including Dragonboat and Planforge. Trial offers appear on products such as Aha! Roadmaps, Celoxis and Automic Continuous Delivery Automation.
Check whether the offer is a free plan or a time-limited trial before comparing paid plans.
Read the paid-from details
Paid-from notes range from published per-user pricing to annual contracts and pricing on request. Annual Aha! Roadmaps billing begins at $59 per user each month, Celoxis at $10 per user each month, while Atlassian Align starts at $77,400 annually.
Use the listed billing period and unit when comparing costs.
Match planning work
Relate strategic alignment, scenario analysis, capacity planning and financial planning to the decisions your team needs to make.
Roadmap displays plus idea and demand intake features can tie proposed work to portfolio plans.
Check platform and hosting needs
Compare whether each product works on web, API, Android, iOS, self-hosted environments or Windows. Hosting can affect deployment and access choices.
Cerri Project's listing specifies web support. Confirm the platform and hosting details that fit your operating model.
Check the commercial model
Pricing models on the list include paid and freemium. Freemium tools listed here include Dragonboat and Planforge, while Aha! Roadmaps, airfocus and Planisware Enterprise are listed as paid.
When a pricing note says on request, contact the maker for a quote based on your planned users and scope.
Questions
What areas can strategic portfolio management software include?
Possible functions include strategic alignment, scenario analysis, capacity and financial planning, roadmaps, and idea or demand intake.
Are free plans available?
Yes. Dragonboat and Planforge are listed with free plans.
Which tools list free trials?
Aha! Roadmaps lists a 30-day trial; Celoxis lists 14 days; Automic Continuous Delivery Automation lists a free trial.
Which platform and hosting choices should I review?
Compare availability for web, API, Android, iOS, self-hosted and Windows, together with the hosting model your team requires.
What does pricing on request mean here?
The maker does not publish a paid-from figure in the listed pricing note. Ask the maker for a quote.
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