Acuity PPM Review 2026: Pros, Cons, Features & Pricing

Yes. Acuity PPM can sit above delivery tools as a portfolio governance layer, so your teams don’t have to move every task into it. The vendor positions it alongside tools such as Smartsheet, Monday.com, Jira, and Microsoft Planner, and COTA keeps specialized execution in Procore while Acuity holds portfolio priorities and funding. Jira has a native connector; other tools typically connect through the REST API, webhooks, or imports. Before signing, map which data must sync and test that workflow in a demo.

Acuity PPM supports SSO through SAML, OIDC, Entra ID, Google, and Okta, plus role-based access, portfolio-level permissions, and an audit trail. Data is encrypted with AES-256 at rest and TLS in transit, with hosting in the US, EU, and UAE. Acuity holds Cyber Essentials certification and its privacy policy covers GDPR rights, but I didn’t find a published SOC 2 or ISO certification. Ask for current security documentation and any required audit reports before your procurement review.

Yes. Acuity PPM records gate decisions, approval routing, and a change history you can sort by user and action across portfolio records. Approvers work from a dedicated queue or secure email links, and each step stays traceable. These records can help your PMO explain why a request moved forward, paused, or changed priority. Confirm how long records remain available. During evaluation, walk through a real request, including who approves it and where your team can review that decision later.

Acuity says customer data never trains its AI models, and Crystal AI is processed through AWS Bedrock within your deployment’s region. It answers only from data each user can access, leaves human-entered scores and risks untouched, and can be switched off by company or capability. Core AI comes with every package, while deeper Portfolio Intelligence is an add-on or part of Enterprise. If your organization restricts AI use, have security and legal reviewers assess these details first.

Check the signed agreement for subscription length, renewal, cancellation, and any terms that differ from the website terms. The published terms say subscriptions automatically renew for the purchased term unless either party gives written non-renewal notice at least 30 days before the term ends. They also say fees are generally non-refundable, subject to stated exceptions or a separate signed agreement. Confirm notice dates, renewal pricing, and termination rights in writing so they fit your procurement calendar.

Confirm the export process and timing with Acuity before you sign. The product offers bulk Excel and CSV exports, a REST API, and Power BI datasets. Its terms say export options may depend on plan and settings, and that Acuity may delete data after a subscription ends unless the law prevents it. Ask what each export includes and how long you’ll have to retrieve it, and include data ownership and exit steps in your review.

Acuity PPM supports multiple portfolios and proposal portfolios, configurable intake forms and decision workflows, and permissions that limit each user to the portfolios they need. Its industry materials also describe separate workspaces for distinct brands or groups with shared licensing. Ask the vendor to show how your proposed structure would work across departments, including who can see each portfolio and whether teams can use different approval paths. Test a cross-department request, too, so you can see how shared resources and executive reporting appear.