Find out in this report how the two Project Portfolio Management solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.

To learn more, read our detailed Planview PPM Pro vs. Planview Portfolios Report (Updated: May 2024).

Buyer's Guide

Planview PPM Pro vs. Planview Portfolios

May 2024

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Helped 787,779 peers since 2012

Categories and Ranking

Planview Portfolios

Ranking in Project Portfolio Management

8th

Average Rating

8.0

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (13th)

Planview PPM Pro

Ranking in Project Portfolio Management

7th

Average Rating

7.8

Number of Reviews

Ranking in other categories

Project Management Software (15th)

Mindshare comparison

As of June 2024, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 2.1%, down from 8.0% compared to the previous year. The mindshare of Planview PPM Pro is 7.7%, down from 9.7% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management

Unique Categories:

Enterprise Architecture Management

0.2%

Project Management Software

2.4%

Featured Reviews

reviewer1960029

Planview Administrator and Portfolio Management Lead at Koch Business Solutions India

Sep 13, 2022

Great work and resource management with helpful kanban boards

We are able to take up the right work and invest in the highest value ideas. The challenge was that we were doing a lot of work without identifying what work has the highest returns. With Planview, we have that visibility across IT, and all the work that gets entered into Planview is surveyed and prioritized to make sure that we start with the highest valued investments. Not only that, we have visibility of all the resources as to where they are spending their time and how they can be utilized to better meet the vision and business strategies of the organization.

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Vi EnChoong

Sr R&D Manager at Thermo Fisher Scientific

Oct 15, 2019

Ensures people are aligned on what they're supposed to do

It gave us a clarity of purpose. Everybody knows what they are doing and that they are all aligned: * Managers know what employees are doing. * Employees know what they are doing and the managers think they should be doing. That is the clarity which really helps in efficiency. When you look at your organization, and what everybody is working on, you now know what capacity you have to take more things on. The biggest impact was making sure that people were aligned on what they're supposed to do. This has really helped us because we're all going in the same direction and we know it.

Read full review

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"The data is the most valuable because the reporting that we provide out of Planview is priceless when compared to any other tool. The reporting has a variety of reports. It has the capabilities of Power BI. It gives us all these dashboards that we can show to our executive leadership, and they have been very well-received."

"We are able to see where everyone in the team is in terms of hours, where there is capacity, and where we can actually add them, e.g., other projects that they're not currently staffed to."

"The biggest impact for using Planview currently would be to understand the true costs of projects. We are trying to get to a point where not only do we take into account technical costs, but what the business cost is. Trying to integrate our business right now into Planview is helping us identify the true cost of the investments that we make so we can try and understand their value."

"The biggest impact has been getting all these global groups into one space so we can even have intelligent conversations about what are we trying to accomplish. Before, it was just different regions doing whatever. Now, we're all talking the same language, and that's good."

"We use expenditures quite a bit. We put in forecast expenditures and then we actualize them below the line in the little box in the bottom tray. Being able to track the project with relevant milestones is also valuable. Milestones are valuable because it helps us to keep the project on track. The expenditures are valuable because we need to be able to understand expenses that are beyond the regular resources in the projects."

"A lot of of the value is around the project metrics so far but as I get more plugged into the strategic management, it's strategic planning and programs and then tying that into outcomes. I work with executive leadership and that's really what they're looking for, to say, "Okay, what outcomes do we want to achieve and how are we going to get there, plan that out, sequence that out, and then get the work to do that? And then track the work back to where we're headed with our outcomes.""

"Another good thing is that we can create custom reports, which is great. If I created a custom report, a tile that tells me how many people have logged in today. We currently have a little under 2000 users, and that's only users, we actually have integrations, that we created a custom form that sends hours directly to Planview. They're not using Planview directly, but they're sending their hours to Planview through an API."

"The Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."

More Planview Portfolios pros

"PPM Pro provides managers the insight they need to empower decision-making. The data is always in the tool. It's just making sure people are using it correctly. We track the requests as they come in. We track our demand by each of our teams within IT and then estimate that effort so that we can see if we are getting a lot of requests to certain teams. We check the demand versus capacity as those items come in."

"The status reporting is the most valuable feature as it's easy to use; it's simple for project managers to enter their information, and the reporting features are very flexible."

"It has helped us make good decisions in terms of what projects to take or how to prioritize projects when we have multiple directors from the business or product. It has definitely helped us prioritize and work on our critical things."

"The Warm screen, even though we're not going to the deep levels and deep details of all the projects and trying to assign resources at the lowest level, it gives us a quick visual of what resources are being worked on, what projects, and on what activities they're working on. At least at a very high level, because we're not using all the assignment components to the fullest detail, but at least with what Planview gives us as a tool and how we're leveraging it, it gives us that quick view of who's working on what project and who's booking time to what project at any given time or any given a week."

"Has good visibility."

"It gave us a clarity of purpose. Everybody knows what they are doing and that they are all aligned: Managers know what employees are doing. Employees know what they are doing and the managers think they should be doing. That is the clarity which really helps in efficiency."

"The solution is great for viewing projects and timelines."

"PPM Pro has enabled us to set up and run a project priority committee (PPC) within the organization. Without the PPM Pro tool, we wouldn't be able to have the project information, updates, and project listings in the pipeline to be able to run the meeting efficiently, give information prior to the meeting, and also run the meeting when we meet on either monthly or on a bi-monthly basis."

More Planview PPM Pro pros

Cons

"The solution out-of-the-box that we established was insufficient. We had to purchase and set up OData. I don't believe that it's a great solution out-of-the-box but eventually you can get there."

"Visualization and reporting areas could use improvements by having canned reports."

"The financial piece of the tool could be better. While it may have to do with the complexity of the work that we do, it seems that the tool should be able to drill down a bit deeper into the financial area."

"We've been using it for a while, so it's about maturity. It's about being able to build out things in Agile groups and teams and some of that. Then really trying to drive into the direction of Lean Portfolio Management and more Agile program management, I think is where we're heading."

"I would like a bit more flexibility, as far as the configuration, and have additional capabilities to configure, making it more flexible for our use."

"We don't use the Progression feature. We will use it at some point in time. Until then, we want to have a way to set time to help decide what's in the past, present, and future. It is one of the things we've been discussing with Planview."

"I think that the user interface needs some getting used to. It's not immediately intuitive. That's potentially room for improvement. I think also that an organization needs to have good support from some senior management to get something like Planview established."

"Even though Enterprise One is easy and user-friendly, it could provide better training like a demo. Providing more tutorials or sessions would really help."

More Planview Portfolios cons

"I would like to schedule reports. I would like to be able to schedule a report and every Monday it sends that report to these people. That circumvents having to give them a license. It's just a way of saying "Okay, this is what's going on this week," and it just happens. I don't have to worry about it."

"The reporting has room for improvement. I know it's all in the revamping all the time with it, but there are things that I know my PMOs don't like. For instance, they want a pie chart and I think it's a bug in the system. I've been working with somebody on it, but then she thought it was because they were trying to look at negative values, which a pie chart doesn't do, but little things like that quite haven't gotten to what we need as far as reporting, but I think it's on the roadmap."

"The initial setup was a little complex. There is so much to customize. It'd be good to have some templates out-of-the-box."

"We don't use their existing dashboard functionality. Hopefully, with the new reporting release that is coming out in November, we will be able to evaluate as to how we can leverage that. What I hear, "Everyone has either a Tableau or something else because Planview doesn't provide a dashboard." We should not need to use another tool. Planview has the data, so it should be able to give us what we want. This would also reduce costs since we are paying licenses for those tools too."

"I would like to see integration with third-party applications, like the JIRA, Microsoft Project, and financial applications."

"This solution does not work well as a task management system because it is very difficult to expand beyond just the basic tasks, and this would be a worthwhile area for improvement."

"The product feels like a toy. The tool needs to improve its roadmap. It needs to improve things on a project management level which includes communication as well."

"PPM Pro requires a great deal of internet bandwidth because it's a cloud-based solution. This can present a problem if a team member is working in a remote area where they can't access high-speed internet or experience outages. They may face challenges logging in or updating tasks. If the internet connection is inadequate, it may not sync with the solution."

More Planview PPM Pro cons

Pricing and Cost Advice

"We are on the Flex licenses."

"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."

"We have several hundred licenses. It costs us several hundred thousand dollars a year."

"With the costs, they were very understanding. Knowing that we were an existing customer, they were very much willing to work with us to make sure that we were able to transition to Enterprise One from PPM Pro."

"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."

"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."

"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."

"I think all in we are at $33,000 a year and that includes Projectplace and Planview. We used to have the integration to JIRA, but we don't pay for that anymore."

More Planview Portfolios pricing and cost advice

"Pricing was fair and I thought it was comparable to the other ones that we looked at. Other than ServiceNow, it was the most expensive, but we knew we were going to get a lot of value for that, so we went with it. We paid $40,000 for the implementation and for the workshops."

"A collaboration of all their tools truly gets the biggest bang for the buck."

"We have their Flex plan."

"Because we have PPM Pro with Project place, we transitioned to the Flex model."

"My advice is to pay attention to integration opportunities to reduce your licensing cost with Planview. There are additional costs for consulting services and advanced customer support."

"The pricing for me is more about understanding your own needs in the company because it is one license for one person model. So, you have to really understand how many licenses you need and what may be the influx of your staff. The good thing about Daptiv is that we just need a quick telephone call to our customer success manager if we want to increase our licensing. It takes a day or two to do. So, we can upscale very quickly. We've never downscaled, but I'm guessing if we had to, we'd have to wait till the contract completes or renegotiate a different licensing cost. So, you definitely need to understand what different types of licenses provide from a functionality point of view, and then order 10% more than you need based on the influx of staff in the company. There are costs in addition to the standard licensing fees. We have the report functionality for which we pay separately for 10 hours per month."

"Bulk volume discounts are a little better. Right now we have to buy in lots of 20 at $200 a license. That's a little steep. For example, with Service Now, I pay $48 a seat for a license."

"The cost was in line."

More Planview PPM Pro pricing and cost advice

See which vendors are best for you

Use our free recommendation engine to learn which Project Portfolio Management solutions are best for your needs.

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Top Industries

By visitors reading reviews

Financial Services Firm

14%

Manufacturing Company

12%

Computer Software Company

10%

Government

Financial Services Firm

12%

Computer Software Company

12%

Manufacturing Company

11%

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

What do you like most about Planview Portfolios?

Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) syst...

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What is your experience regarding pricing and costs for Planview Portfolios?

Planview Portfolios is not too expensive. You get what you paid for.

See all answers

What needs improvement with Planview Portfolios?

Enhancements are needed in: Advanced reporting and analytics: While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data v...

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What do you like most about Planview PPM Pro?

The product's deployment is straightforward.

See all answers

What is your experience regarding pricing and costs for Planview PPM Pro?

Licensing costs are competitive enough. The price is reasonable given that the solution is geared towards large companies.

See all answers

What needs improvement with Planview PPM Pro?

The product feels like a toy. The tool needs to improve its roadmap. It needs to improve things on a project management level which includes communication as well.

See all answers

Comparisons

Broadcom Clarity vs Planview Portfolios

Compared 21% of the time

LeanIX vs Planview Portfolios

Compared 10% of the time

Planview ProjectPlace vs Planview Portfolios

Compared 10% of the time

SAP Portfolio and Project Management vs Planview Portfolios

Compared 9% of the time

JIRA Portfolio vs Planview Portfolios

Compared 6% of the time

More Planview Portfolios Competitors

Planview AdaptiveWork vs Planview PPM Pro

Compared 17% of the time

ServiceNow Strategic Portfolio Management vs Planview PPM Pro

Compared 12% of the time

Planisware vs Planview PPM Pro

Compared 8% of the time

Microsoft Project vs Planview PPM Pro

Compared 8% of the time

Smartsheet vs Planview PPM Pro

Compared 6% of the time

More Planview PPM Pro Competitors

Product Reports

Buyer's Guide

Planview Portfolios

June 2024

Download Planview Portfolios product report

Buyer's Guide

Planview PPM Pro

June 2024

Download Planview PPM Pro product report

Also Known As

Planview Enterprise One, Troux

Innotas

Learn More

Planview

Overview

Planview Portfolios enables enterprises to accelerate strategic execution by integrating business and technology planning, optimizing all resources, and delivering breakthrough products, services, and customer experiences to achieve maximum business performance.

Planview PPM Pro centralizes the management of resources and projects while facilitating governance and providing visibility for improved decision making. Planview PPM Pro provides the ability to collect, prioritize, and execute projects so that PMOs can focus their resources on the work that delivers the most value.

Planview PPM Pro helps businesses get out of managing projects in complex spreadsheets or tools so they can gain visibility into all work and resources. For informed decision making, use Planview PPM pro to streamline project efforts into a single source of truth. The solution gives businesses the ability to align their centralized project portfolio to achieve business outcomes through financials, projects, and resources.

Planview PPM Pro Features

Planview PPM Pro has many valuable key features. Some of the most useful ones include:

Portfolio planning: Select the right projects that bring the most value to the business.
Reporting and dashboards: For better decisions, measure, manage, track, and report on all work.
Manage demands and plan resource capacity: Evaluate and make trade-off decisions based on available resources. Manage work requests in one place.
Manage resources: Ensure resources are working on the most important projects and understand resource capacity to appropriately staff those projects.
Manage portfolios and financial planning: Manage tasks and resources, project schedules, and the financials to deliver on time and on budget.
Scoring: Gather scores from across the organization throughout the project lifecycle to prioritize the highest value work and requests.
Planview FLEX: Use Lean-Agile and collaborative tools to help teams deliver their best work.
Centralized portfolio: Get visibility into all work, streamlining projects into a single source of truth. This establishes governance and improves overall delivery.
Predictive portfolio analysis: Identify the optimal mix of projects to predict, plan, and re-plan a balanced portfolio of resources and projects. Optimize delivery, increase agility, and save time and money.
Top-down portfolio planning: Create as many portfolios as needed to drive business alignment. Organize projects in portfolios, or contribute varying amounts across multiple portfolios.

Planview PPM Pro Benefits

There are many benefits to implementing Planview PPM Pro. Some of the biggest advantages the solution offers include:

Ability to prioritize project portfolios with top-down planning.

Increased confidence in knowing what resources are working on what projects. You can proactively allocate resources and improve delivery across your entire project portfolio.

Deliver on time and on budget to focus on your highest impact work. Align your projects with your goals.

Dashboards and reporting visibility give you power to accelerate PPM time-to-value for the business.

Ability to empower teams with FLEX because today’s enterprise is embracing a combination of work approaches to increase the success rate of strategic delivery.

Integrate your core applications seamlessly.

Reviews from Real Users

Planview PPM Pro stands out among its competitors for a number of reasons. Some of these include its exceptional customer service, its easy customization, and its real-time dashboards. PeerSpot users take note of the advantages of these features in their reviews:

Jai A., IT Project Manager at Orange Business Services, notes, “For every project, we have to establish timelines, set deadlines, and estimate the completion date of a particular task. PPM Pro notifies us if we are approaching the deadlines, and we can customize this to give notice two or three days in advance.”

Prateek A., a Manager at NISG, writes, “It helps you visualize all your strategic plans and the KPIs. It provides that information on a unified dashboard, in which you can track all your resources and the portfolios. It helps senior stakeholders and executives with clear reporting about project intake and demands, in real time."

Sample Customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO

The Weather Channel, corcs, Crayola, Scan Health Plan, Vermont, Bank of the West, North West Company, University of Southern Mississippi, Jeffries, Purdue University, Chesterfield County Virginia, City of Memphis

Buyer's Guide

Planview PPM Pro vs. Planview Portfolios

May 2024

Free Report: Planview PPM Pro vs. Planview Portfolios

Find out what your peers are saying about Planview PPM Pro vs. Planview Portfolios and other solutions. Updated: May 2024.

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We monitor all Project Portfolio Management reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.