Satisfaction M arket P resence G2 Grid® Scoring Niche Contenders High Performers Leaders IBM Targetprocess CAST Highlight Oracle Primavera Clarity Meisterplan ClearPoint Strategy AchieveItGanttPRO Cascade Profit.co ServiceNow Strategic Portfolio Management © 2026 G2, Inc. All rights reserved. No part of this publication may be reproduced or distributed in any form without G2’s prior written permission. While the information in this report has been obtained from sources believed to be reliable, G2 disclaims all warranties as to the accuracy, completeness, or adequacy of such information and shall have no liability for errors, omissions, or inadequacies in such information. 1 Grid® Report for Strategic Portfolio Management Summer 2026 Strategic Portfolio Management Software (Strategic Portfolio Management Software continues on next page) Grid® Report for Strategic Portfolio Management | Summer 2026 2© 2026 G2, Inc. All rights reserved. Strategic Portfolio Management Software (continued) Strategic Portfolio Management Software Definition Strategic portfolio management (SPM) software helps companies define, implement, monitor, and optimize strategies to manage project portfolios successfully. This software is used mainly by mid-market and enterprise companies from project-based industries such as IT, professional services, utilities, or architecture, engineering, and construction (AEC). While project management officers and corporate strategy teams benefit most from using SPM software, finance teams and executives also use it. While this software usually provides features for strategy and portfolio management, it may require integration with strategic planning and execution software as well as project and portfolio management software for advanced functionality. To qualify for inclusion in the Strategic Portfolio Management category, a product must: • Help companies define strategic plans and business objectives for portfolios • Allocate resources to portfolios and prioritize their use to achieve strategic objectives • Monitor the progress of strategic portfolios from planning to execution • Provide forecasting and simulation features to estimate financial and operational success • Mitigate portfolio risks through change management and agile transformation • Deliver analytics of portfolio performance and identity opportunities for improvement • Use machine learning (ML) and generative AI (GAI) to provide intelligent chatbots and automation Strategic Portfolio Management Grid® Scoring Description Products shown on the Grid® for Strategic Portfolio Management have received a minimum of 10 reviews/ratings in data gathered by April 28, 2026. Products are ranked by customer satisfaction (based on user reviews) and market presence (based on market share, seller size, and social impact) and placed into four categories on the Grid®: Products in the Leader quadrant are rated highly by G2 users and have substantial Market Presence scores. Leaders include: ServiceNow Strategic Portfolio Management High Performing products have high customer Satisfaction scores and low Market Presence compared to the rest of the category. High Performers include: Cascade, ClearPoint Strategy, Profit.co, AchieveIt, and GanttPRO Contender products have relatively low customer Satisfaction scores and high Market Presence compared to the rest of the category. While they may have positive reviews, they do not have enough reviews to validate those ratings. Niche products have relatively low Satisfaction scores and low Market Presence compared to the rest of the category. While they may have positive reviews, they do not have enough reviews to validate those ratings. Niche products include: CAST Highlight, Meisterplan, Clarity, IBM Targetprocess, and Oracle Primavera Grid® Report for Strategic Portfolio Management | Summer 2026 3© 2026 G2, Inc. All rights reserved. Grid® Scores for Strategic Portfolio Management Software The table below shows the Satisfaction and Market Presence scores that determine product placement on the Grid®.