pylotik vs Planview: the choice depends on the scale at which you steer. Planview is a suite of strategic portfolio management products, designed for large enterprises: it links strategy, investments, resources and execution. pylotik is a single software that steers and arbitrates the portfolio, and steers contracts, projects and maintenance with clients and suppliers, including team management. Planview equips the allocation of budgets in fine detail; pylotik ties the arbitration to what was promised to the client.
A suite of software: Planview Portfolios for the portfolio, finance and resources, AdaptiveWork for project management, ChangePoint for service firms, ProjectPlace and ProjectAdvantage (formerly Sciforma). AI functions are grouped under the name Planview Anvi.
An operational commitment management software. Contracts, projects and maintenance, portfolio, committees and team management live in the same tool, with intervention scheduling in addition. The external client has free access to follow and validate what concerns it.
Planview covers a very broad scope across several products, centered on the organization's portfolio. pylotik covers portfolio steering and arbitration in one piece, and adds the client, the suppliers, team management and day-to-day execution.
Planview suits a large enterprise that has already deployed the suite, with an involved finance department and an extensive information system. pylotik suits an organization that wants to steer its portfolio and its client or supplier commitments without assembling several products.
Large enterprises: general management, PMO and EPMO, finance, transformation directorates, R&D and product. ChangePoint and AdaptiveWork also target professional services organizations. The vendor is based in Austin, Texas; its European clients are hosted on AWS, in Frankfurt.
Project and operations directorates and executives of any organization that runs projects with human time committed, for an external or internal client: industry, construction, engineering, digital services, maintenance, administration or public service. Designed and hosted in France by orgatypik SAS, with public prices on the pricing page.
Planview stands out for the breadth of what it links. Its public documentation stresses five points.
The suite also documents multi-level programs (programs, projects, products, epics), dependencies between projects, and an External Collaborator portal in AdaptiveWork to share projects, files and conversations with outside people.
Allocating budgets between capex and opex, simulating prioritization scenarios, linking OKRs to investments: this is the core of Planview Portfolios. pylotik steers and arbitrates the portfolio on workload, priorities, milestones and decisions, without capex and opex financial planning or scenarios.
ChangePoint issues billing from approved time and expenses. pylotik keeps the payment schedule, the invoiced and paid amounts and the amount still due, but does not issue invoices: it connects to the ERP, through a connector built to your needs, to send it the billing orders. If you have no ERP alongside, ChangePoint answers that need.
If Planview is in place at group scale, with its many integrations to ERP, CRM and development tools, staying in that ecosystem makes sense. pylotik has neither a public API nor SSO; its connectors, which are optional, are built as the need arises, according to clients' needs.
Programs, products, epics and features funded at several levels, dependencies tracked across teams and across projects: Planview documents this depth. pylotik links projects at one level and monitors dependencies without automatic recalculation of dates.
For Planview, several features belong to a product of the suite other than Portfolios, notably ChangePoint or AdaptiveWork. "Not documented" means that the public documentation does not mention it, not that the tool does not do it.
| Feature | pylotik | PlanviewCloud Act |
|---|---|---|
| European sovereignty | France | Non-EUUnited States |
| Project management (tasks, milestones, schedule) | YesWork packages, tasks, phases, milestones, Gantt | YesSchedules, milestones, hybrid agile / waterfall; Gantt and WBS also in AdaptiveWork |
| Multi-project steering | YesPortfolio steering and arbitration | Yes |
| Linked or nested projects | Via moduleLinked projects, one level (Extended Project) | YesPrograms, projects, products, epics, features with multi-level funding |
| Dependencies between projects | Via moduleMonitored, without recalculating dates | YesDependency management at program level and a Connected Work Graph across teams and projects |
| Resources and assignments | Yes | Yes |
| Workload plan | Yes | YesCapacity planning, assignment views |
| Time entry | YesWeekly, on web and mobile | YesTime entry on project and non-project work, desktop and mobile |
| Client contracts | YesA contract for each project | Via moduleThrough ChangePoint (management of contracts, rates and billing structures) |
| Maintenance contracts | YesVolume, catalogue, committee | PartialChangePoint manages subscription billing models; no maintenance contract management described |
| Intervention scheduling | Via moduleInterventions module | Not documented |
| Fixed-price projects | YesPayment schedule on milestones | Via moduleThrough ChangePoint: T&M, fixed price, subscription, outcome-based |
| Time-and-materials projects | YesMonthly schedule, days × rate | Via moduleThrough ChangePoint |
| Invoice issuing | Via integrationBilling orders sent to the ERP; the invoice is issued by the ERP | Via moduleThrough ChangePoint (billing fed by approved time and expenses) |
| Financial tracking and margin | YesOrdered, invoiced, paid, margin | YesBudgets, forecasts, costs and benefits; margin through billing rates in AdaptiveWork |
| Calendars | YesPersonal, project, client | Not documented |
| Meetings and minutes | YesAgenda, minutes | Not documented |
| Decision log | Yes | Not documented |
| Action tracking | Yes | Not documented |
| Risk register | YesShared or internal | PartialRisk register in AdaptiveWork; in Portfolios, risks handled at program level and by AI, with no dedicated module described |
| Client access | Yes | Via moduleAdaptiveWork's External Collaborator portal (projects, files, conversations, requests) |
| Client access without a license | YesExternal client organizations | Not documented |
| Client validation | YesMinutes, amendments, interventions | Not documented |
| Dashboards | Yes | Yes200+ reports, dashboards, embedded Power BI |
| Mobile app | YesInstallable web app | PartialMobile time entry for Portfolios; AdaptiveWork announces a full mobile app |
| Connectors and API | PartialProject ticketing (Jira) and ERP; optional connectors depending on needs; no public API | YesSAP, NetSuite, Oracle, Salesforce, Workday, ServiceNow, Atlassian, Microsoft; 60+ integrations announced on the home page |
| French-language interface | YesAnd in English, chosen by each user | Not documented |
Information checked in October 2026, against the vendors' public documentation. It changes: see the sources. The flag shows the vendor's country; the Cloud Act badge flags a vendor under US law, or owned by a US group, subject to the CLOUD Act; Non-EU, a vendor established outside the European Union.
Arbitrating a large portfolio is the historical ground of PPM, and pylotik covers portfolio steering and arbitration: portfolio view, workload, priorities, milestones, committees and decisions. It brings clients and suppliers into it, day to day, in a single tool, where Planview spreads portfolio, contracts and external portal across several products.
Each project links a supplier and a client and carries its contract: a payment schedule on milestones for fixed-price, a monthly schedule for time-and-materials. Ordered, invoiced, paid, amount still due, cost and margin are tracked on the supplier side. The client sees progress and what is submitted to it, without margins. See project financial tracking.
Agenda, minutes submitted to the client, who validates or refuses with a reason, with tacit validation at the agreed deadline. Decisions, actions and risks, shared or internal, stay attached to the project. This is project governance with the client, with no slide deck to rebuild.
Maintenance contracts (period, volume in days, catalogue, committee, indicators shared with the client) are in the core. In addition, the Interventions module, from the Business tier, schedules by the half day and has the work accepted through the client's signature. See maintenance contract management.
Workload plan, weekly time entry, weekly report, reviews and leave: team steering feeds the projects and the profitability of each commitment, which is lost as much at the client as in the team. Nobody is rated, nothing is scored, and the author of a piece of feedback chooses its recipient.
Work is often done in several tools, and the steering is then rebuilt by hand. With pylotik, commitments, meetings, decisions, validations and reporting start from the same reference data, which the client consults from its free client portal. The principle is detailed in operational commitment management.
Its documentation describes an External Collaborator portal in AdaptiveWork, for sharing projects, files, conversations and requests. It does not say whether this access is license-free. In pylotik, client access is free on every tier for external client organizations.
According to the vendor's documentation, the portfolio belongs to Planview Portfolios, contracts and billing to ChangePoint, the external portal to AdaptiveWork. Interventions and maintenance contracts are not documented in the products reviewed.
pylotik does not issue invoices: it connects to the ERP, through a connector built to your needs, to send it the billing orders. It keeps the payment schedule, the ordered, invoiced and paid amounts, the amount still due, the cost and the margin at completion.
Yes, notably when the Planview suite is already deployed across the group: it keeps the financial planning, and pylotik steers the commitments with each client or supplier. A connector between the two, optional, is built to your needs.
Planview states that it hosts its European clients on AWS, in Frankfurt. pylotik is designed and hosted in France.
A demo on an already filled-in data set: contracts, projects, maintenance contract and committees, seen from the supplier side and from the client side.