Designed for IT PMOs, not team collaboration
PPM's audience is portfolio governance and demand, capacity, financials, risk. Team task management is intentionally not the goal, which keeps the product focused on questions the PMO has to answer.
OpenText • Application lifecycle management
OpenText Project and Portfolio Management
OpenText PPM is the enterprise IT portfolio product for investment planning, capacity, financial management, and project governance. Merito configures it against the questions your PMO actually has to answer.
Merito sells OpenText Project and Portfolio Management (PPM lineage) and delivers investment planning, capacity management, financial governance, and project execution rollouts for IT portfolios.
- Best for
- PMO Directors running enterprise IT portfolios, CIOs needing consolidated investment and capacity views, Finance Partners tracking IT project spend against plan
- Hosting
- Hybrid
- Time to value
- Small teams up and running in as little as one week. First enterprise release with demand, capacity, and financials live in four to six months for larger programs. Full portfolio governance adoption typically runs twelve to eighteen months across departments.
- Security posture
- ISO 27001, GDPR, SAML SSO
- Last reviewed
- 2026-04-26
What it is
OpenText Project and Portfolio Management in the enterprise stack
OpenText Project and Portfolio Management is the enterprise IT portfolio product carried from the HPE and Micro Focus PPM lineages. It is designed for IT PMOs that need to connect demand management, investment approvals, capacity planning, financial tracking, and project execution inside one product.
PPM is a governance product, not a team collaboration product. Its audience is the PMO office, finance partners, and portfolio directors who need to answer board-level questions about where IT spend goes, whether capacity is aligned to strategy, and which projects are at risk. Team-level task management typically lives in Jira, Azure Boards, or a delivery-management tool; PPM sits above those.
The implementation is governed by the PMO's operating model. Merito's engagement starts with the question catalog and what questions does the portfolio committee need PPM to answer, and what inputs (demand, capacity, financials, risk) are needed to answer them. The configuration follows from that catalog, not the other way around.
Ideal use cases
- Enterprise IT portfolio governance with demand, capacity, and financials
- Investment approvals and stage-gate tracking for large programs
- Resource capacity planning across business units and functions
- Financial management and earned-value tracking for IT portfolios
- Connecting portfolio governance to team-level delivery tools like Jira
What it is best at
Where OpenText Project and Portfolio Management earns its seat
Financial management is a first-class citizen
Cost-type taxonomies, earned-value management, and multi-currency support make PPM one of the few IT portfolio tools that finance partners can actually adopt.
Integrates above team tools instead of replacing them
PPM connects to Jira, Azure Boards, ServiceNow, and similar team tools through Planview Hub or direct integrations, so teams keep working the way they already do.
Core capabilities
OpenText Project and Portfolio Management capabilities, grouped by outcome
Demand and approvals
Structured intake, business cases, and approval workflows for IT investments.
Demand management
Structured request intake from business units, channels, and stakeholder groups.
Stage-gate approvals
Governance gates with evidence requirements and escalations for large investments.
Business case tracking
Financial justification, expected value, and realization tracking tied to approved investments.
Capacity and resource management
Resource capacity planning across business units, functions, and regions.
Capacity planning
Supply and demand alignment across resource pools with what-if scenarios.
Resource allocation
Named and generic-role assignments across projects with utilization tracking.
Skills and role taxonomies
Skill and role libraries for resource fit analysis and gap identification.
Financial management and reporting
IT financial management, earned-value tracking, and portfolio dashboards.
Cost-type taxonomy
Capex, opex, labor, and vendor cost categorization aligned with finance reporting.
Earned-value management
Variance analysis and forecast-to-complete for in-flight projects.
Portfolio dashboards
Executive dashboards tuned for board and operating committee reviews.
Where it fits in the stack
How OpenText Project and Portfolio Management connects to the rest of your landscape
Team tools (native)
Native- Jira, Azure Boards, ServiceNowTeam task and ticket integration for delivery rollup into PPM.
- Planview HubModel-based integration broker for team-tool flows.
Finance and identity (certified)
Certified- SAP S/4HANA, Oracle Financials, Workday FinancialsFinance system integration for actuals and budget sync.
- SAML SSOIdentity from corporate IdP.
Reporting (custom)
Custom- Power BI, TableauExecutive dashboarding above PPM's native reports.
- Data warehouse exportPPM data export into customer data warehouses for cross-system analysis.
Deployment and implementation
How it rolls out
- Hosting
- Hybrid (North America, EMEA, APJ)
- Implementation complexity
- High
- Typical time to value
- Small teams up and running in as little as one week. First enterprise release with demand, capacity, and financials live in four to six months for larger programs. Full portfolio governance adoption typically runs twelve to eighteen months across departments.
- Prerequisites
- Named PMO owner for the configuration
- Finance partner committed to the financial taxonomy design
- Question catalog defining what portfolio decisions PPM must support
- Integration plan for team tools (Jira, Azure Boards, ServiceNow)
- What Merito usually handles
- PPM is available as SaaS, on-prem, and customer-managed cloud (BYOC); Merito picks the deployment shape that fits the customer's hosting compliance and operating model. Merito handles environment setup, configuration against the PMO question catalog, financial taxonomy design, team-tool integration, and adoption planning. PMO ownership typically stays with the customer after cutover; Managed Services and Staff Augmentation extend the engagement when programs want Merito-placed PMO administrators or consultants.
Licensing and packaging
How it is bought
- Model
- Subscription
- What to expect
- OpenText Project and Portfolio Management is subscription-licensed with user-tier packaging (portfolio administrators, project managers, team members, executives) and volume bands. Pricing depends on user counts by tier and deployment shape. Merito sells PPM alongside the configuration and rollout services, because PPM without a PMO operating model does not move.
- Editions and modules
PPM standard
Demand, capacity, financials, and project execution across an IT portfolio.
Best for: Enterprise IT PMOs consolidating portfolio governance.
- Common expansion areas
- Additional user tiers as adoption spreads across departments
- Planview Hub licenses for team-tool integration
- Managed Services for long-term PMO operations support
- Executive reporting add-ons
- Data warehouse integration for cross-system analysis
Merito services
How Merito helps you win with OpenText Project and Portfolio Management
Merito sells licenses and the delivery work around them. Pick the service that matches where you are in the lifecycle.
01
PPM Rollout
Configuration against the PMO's question catalog, financial taxonomy design, and team-tool integration.
Explore service02Upgrade and Migration
Legacy HPE and Micro Focus PPM to OpenText PPM transitions, and on-prem to cloud moves.
Explore service03DevOps Consulting
PPM integrated above Jira, Azure Boards, and ServiceNow for delivery rollup into the portfolio view.
Explore service04Premium Support
Named engineer, priority SLAs, and release-time coverage for PPM in production.
Explore service05Managed Services
Long-term run support for PPM including configuration changes and financial taxonomy evolution.
Explore service06Training and Enablement
Role-based training for PMO admins, PMs, team members, and executives.
Explore service07Staff Augmentation
Merito-placed PPM administrators and PMO consultants for long-running programs.
Explore serviceOpenText PPM licensing
Buy PPM from the partner that also designs the PMO operating model.
Merito sells OpenText Project and Portfolio Management and delivers the PMO configuration, financial taxonomy, team-tool integration, and adoption work that turns PPM into a portfolio governance capability.
Merito point of view
PPM adoption is a PMO operating-model problem. The product is the second problem.
Merito has seen customers buy PPM, configure the demand and financial modules, and find that the PMO still runs on spreadsheets because the operating model was not designed to consume PPM's outputs. That is a PMO maturity problem, not a product problem. Merito's engagement starts with the question catalog and operating model work before touching configuration.
For customers choosing between OpenText PPM and Planview (Portfolios, PPM Pro), Merito's guidance depends on finance integration depth and delivery-tool posture. OpenText PPM has strong finance and on-prem heritage; Planview has broader team-tool breadth through its Hub, Viz, and AgilePlace products. Merito delivers both and scopes the fit honestly.
Upgrade paths from legacy HPE or Micro Focus PPM footprints are typically larger than customers expect. Expect a six-month engagement for a proper modernization, not a patch upgrade. The value is a configuration that reflects the current operating model, not a lift-and-shift of the old one.
What buyers usually underestimate
- Configuring PPM before the PMO operating model is agreed.
- Skipping the finance partner on the financial taxonomy design.
- Treating PPM as a team collaboration tool and trying to replace Jira with it.
- Lifting legacy HPE or Micro Focus configurations into OpenText PPM without modernization.
- Not integrating PPM above Jira or Azure Boards, so delivery data never rolls up.
Related from Merito
Continue exploring OpenText Project and Portfolio Management on Merito
Related solutions
Related services
Related products
- OpenText Software Delivery ManagementValue-stream reporting for delivery programs that PPM oversees.
- Planview portfolio alternativesPlanview SPM and PPM products some PMOs evaluate against OpenText PPM.
- OpenText DevOps AviatorAI-assisted portfolio narrative and risk scoring (where adopted).
- OpenText (vendor portfolio)OpenText hub and the full DevOps and Content catalogs.
Frequently Asked Questions
OpenText Project and Portfolio Management FAQs
Consultation request
Talk to Merito about OpenText Project and Portfolio Management
Share the PMO questions PPM needs to answer and which team tools sit below. A Merito PPM specialist follows up within one business day.
PMO operating model first
Product follows the question catalog
Merito starts with the portfolio questions PPM must answer, then configures against that catalog.
Finance as a partner, not a bystander
Financial taxonomy built with finance
PPM's financial module works when the finance partner owns the taxonomy. Merito keeps finance at the table from day one.
Next step
Agree the question catalog. Configure PPM to answer it. Roll out in waves.
A Merito PPM engagement kicks off with the PMO's operating model and question catalog, then configures PPM against that catalog and rolls out across departments.