ClickUp is genuinely flexible. You can build almost anything in it, including something that looks like portfolio tracking. But it starts from tasks and views, not from cross-project financials, so the portfolio picture is something you assemble, not something the tool gives you.
Free during the Closed Beta.
The short version
Cross-project view
Portfolio-style views can be configured with dashboards and custom fields, but you build and maintain the setup yourself.
Vaizy
Select multiple projects and see combined cash flow, shared team load, and risk in one view.
Budget health (EVM)
No built in EVM. Teams that want it build custom fields and formulas and keep them updated by hand.
Vaizy
CPI, SPI, and cost variance calculate automatically from your live milestone and financial data.
Getting started
Spaces and workflows are usually configured from scratch or from a generic template, then adapted over time.
Vaizy
Import projects, milestones, team, risks, and budgets from a spreadsheet, with column matching before anything is published.
AI on your data
AI features exist across the platform, but are not built around a live cross-project financial and risk model.
Vaizy
Ask questions about your own projects and get answers grounded in your live workspace. Hosted and processed in the EU.
Data residency
US company, US hosted by default.
Vaizy
Incorporated and hosted in the European Union. Not subject to the US CLOUD Act.
What ClickUp still leaves you to configure
ClickUp's flexibility is real. The tradeoff is that portfolio-level financial and risk intelligence is something you build with custom fields and dashboards, not something that exists out of the box.
With ClickUp
Seeing cash flow, team load, and risk across every project at once means building and maintaining custom dashboards yourself.
With Vaizy
Select the projects you want and see them stacked together automatically, no dashboard to build or maintain.
With ClickUp
Tracking CPI or SPI means creating custom fields and formulas, and hoping nobody breaks the setup later.
With Vaizy
Budget health metrics calculate automatically from milestones and financials you are already tracking.
With ClickUp
A contractor split across two projects gets tracked with custom fields, and cost proration is left to you.
With Vaizy
Costs for salaried and contractor time are prorated correctly across project allocations.
With ClickUp
Giving a client or junior team member scoped access usually means custom permission configuration per space.
With Vaizy
Member accounts get a scoped view of their own work, without access to financials or other people's data.
Feature by feature
| Feature | ClickUp | Vaizy |
|---|---|---|
| Portfolio & Projects | ||
| Cross-project data stacking | ||
| Configurable portfolio dashboard | Manual dashboard setup | |
| Milestone tracking | ||
| Ready-made project templates | ||
| Spreadsheet import with column matching | Basic CSV import only | |
| Cross-project cash flow tracking | ||
| Risk & Analytics | ||
| Automatic EVM (CPI, SPI, variance) | ||
| Portfolio-wide risk register | Custom fields only | |
| AI grounded in your live project data | General task AI, not portfolio-grounded | |
| Manager / Member scoped access | Custom permission setup per space | |
| Data & Security | ||
| EU hosted, not subject to US CLOUD Act | ||
How pricing compares
Per-seat pricing with a free tier and published paid tiers, plus a custom Enterprise tier for larger organizations.
Vaizy
Vaizy uses transparent, self-serve, per-seat pricing for Manager accounts, published on the pricing page with Essential and Pro tiers billed monthly or annually, plus an Enterprise tier available on request. Team members who need a scoped view get a free Member account, with a limited number included on every Manager tier. Nothing requires a sales call to see the price.
Common questions
Is Vaizy a replacement for ClickUp?
For portfolio-level steering, yes. Vaizy is built around a live, connected model of projects, milestones, teams, risks, and budgets, not a general-purpose configurable workspace. If your team relies on ClickUp for broad task and document management outside of project delivery, that is outside what Vaizy does.
Can I bring my existing ClickUp data into Vaizy?
Yes. Export your tasks and lists to CSV and import projects, milestones, team, risks, and budgets into Vaizy, with column matching and validation before anything is published.
Does Vaizy do everything ClickUp does?
No. ClickUp is a broad, configurable work management platform used far beyond project portfolios, docs, chat, whiteboards, and more. Vaizy is focused specifically on portfolio management: cross-project financials, risk, capacity, and EVM.
Why does EU hosting matter?
Vaizy is incorporated and hosted in the European Union, and is not subject to the US CLOUD Act or any non-European jurisdiction. For teams handling client financial data under GDPR, that is often a requirement, not a preference.