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 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.
PPM configuration starts from the PMO's question catalog and a financial taxonomy, then connects Jira, Azure Boards and ServiceNow so delivery data reaches the portfolio.
What it is
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
What it is best at
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.
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.
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
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.
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.
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
Deployment and implementation
Licensing and packaging
PPM standard
Demand, capacity, financials, and project execution across an IT portfolio.
Best for: Enterprise IT PMOs consolidating portfolio governance.
Merito services
Pick the engagement that matches where you are in the lifecycle.
Configuration against the PMO's question catalog, financial taxonomy design, and team-tool integration.
Explore serviceLegacy HPE and Micro Focus PPM to OpenText PPM transitions, and on-prem to cloud moves.
Explore servicePPM integrated above Jira, Azure Boards, and ServiceNow for delivery rollup into the portfolio view.
Explore serviceNamed engineer, priority SLAs, and release-time coverage for PPM in production.
Explore serviceLong-term run support for PPM including configuration changes and financial taxonomy evolution.
Explore serviceRole-based training for PMO admins, PMs, team members, and executives.
Explore serviceMerito-placed PPM administrators and PMO consultants for long-running programs.
Explore serviceOpenText PPM licensing
PPM without a PMO operating model does not move, which is why the question catalog and the finance partner are settled before configuration.
Merito point of view
PPM can have its demand and financial modules configured while the PMO still runs on spreadsheets, because the operating model was never designed to use PPM's outputs. That is a PMO maturity problem, not a product problem, so the engagement starts with the question catalog and operating model before 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, and the fit depends on which of those matters more to the PMO.
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
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Frequently Asked Questions
Consultation request
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
Merito starts with the portfolio questions PPM must answer, then configures against that catalog.
Finance as a partner, not a bystander
PPM's financial module works when the finance partner owns the taxonomy. Merito keeps finance at the table from day one.
Next step
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.