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ClickUp vs Planview Portfolios comparison

 

Comparison Buyer's Guide

Executive Summary

Review summaries and opinions

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

Categories and Ranking

ClickUp
Average Rating
8.0
Reviews Sentiment
6.7
Number of Reviews
20
Ranking in other categories
Project Management Software (13th)
Planview Portfolios
Average Rating
8.0
Reviews Sentiment
6.7
Number of Reviews
63
Ranking in other categories
Enterprise Architecture Management (11th), Project Portfolio Management (7th)
 

Featured Reviews

Sunny Nair - PeerSpot reviewer
Solution Architect And Senior Consultant at Keysight Technologies
Has improved project tracking accuracy and simplified team collaboration through flexible task workflows
On a scale of 1-10, I rate ClickUp a 10 out of 10. The best advantage with ClickUp is that it's easy to use, without much of a learning curve, and it's easy to understand the UI and interface, which makes it easier to consume the product compared to others in the market. I use the time tracking feature in ClickUp. The time tracking feature helps manage my deadlines effectively, and it is much more detailed compared to any other product available. One of the primary things I really appreciate about ClickUp is the summary of the project; once the project ends, I can export the summary into a PDF, so I don't have to write the document manually. Regarding analytic reports provided by ClickUp, it provides specific metrics, and while I need more time to understand how efficiently it manages the metrics, it can cater to both basic and advanced tasks. I have not seen any disadvantages or areas for improvement with ClickUp, and the updates they bring in are quite fast and efficient, so I'm quite satisfied with the product currently. I have not encountered any particular challenges or complexities. I cannot think of any features they could add in the future. They have AI integration available with their product line today, which is not offered by other products, and while Microsoft Project Manager's AI integration is complex, ClickUp already has all the components in place. I only work with Einstein Analytics, which we use as an internal tool.
it_user1684173 - PeerSpot reviewer
PM Systems Analyst at a insurance company with 5,001-10,000 employees
Increases our on-time completion rate and helps in managing the demand and capacity, and we get excellent service in terms of feature requests and support
We've been encouraging our users to manage their schedules directly in the Work and Assignments module. So far, it has been good, but we've been in conversation with the vendor product team to improve the performance of the Work and Assignments module. Right now, it is a bit slower. 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. It provides flexibility for configuring assignments, but one of the things about which we've been talking to Planview is related to certain resources that are associated with a project. When the project extends, their demand also equally goes up. There are also resources where if a particular task has to crash, it may need additional effort. So, it is between the fixed effort versus fixed duration. Planview is more duration-based. For example, if you crash a task, the system rightly thinks that you're crashing the task, and you need to finish the work by doing overtime or working additional hours. If you are taking 30 hours to finish a task in three weeks, and for whatever reason, you have to crash the task into two weeks, 30 hours need to be fulfilled within those two weeks. If the task moves to four weeks, instead of three weeks, you still have 30 hours that get distributed among four weeks, so you will be able to finish the task. That makes sense for those resources that are associated with the task, but there are certain resources, such as a project manager or project administrator, for whom when a project extends, the demand also equally goes up. So, if somebody is assigned 50% for a project, and assuming that the project is moving out by a month or two or three months, the effort shouldn't go down. Currently, the allocation goes down, and our resource managers have to go and update the effort back up to 50% or whatever the demand is. We are interacting with Planview to provide a solution. Right now, we have to go and update the additional demand because of the change in the project.

Quotes from Members

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

Pros

"ClickUp offers a relatively user-friendly experience, especially when it comes to its fundamental features."
"We can update tasks and track projects."
"So when I take a note, I have the ability to highlight text and have it transform into a specific part of the note as a task."
"ClickUp optimizes task assignments with its user-friendly interface and plethora of options."
"It is a scalable solution. I would rate it a ten out of ten."
"Everything in one place is the biggest benefit. I also like the diagramming tools, where you can create DFDs, structure charts, and more. That makes things easier."
"Stability-wise, I rate the solution a ten out of ten."
"The most valuable feature of ClickUp is the UI scheduling tool. It is the best and most convenient and attractive."
"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."
"We have a fairly good picture of time tracking."
"Enterprise One provides a variety of types of resource assignments for assigning work to people. It's very easy and straightforward to configure these assignments. Planview allows us to see the entire workforce. We can see where our skill sets of people are, what they're working on, and allows us to make informed business decisions based on priority."
"The financial planning capabilities are very useful. We have integration for an SAP system, and so we load financial data from SAP into Planview for prior months. And then we use the forecasting capabilities to get a complete picture of the cost of a specific project. The financial management is very useful."
"It has been effective for our delivery. It's given us much better visibility into what is being delivered and when."
"It gives us the vast ability to churn out-of-the-box reports and have an overview about approach rates and resource utilization."
"Our reporting is much better. There is much more visibility on projects, schedules, tasks, and in our milestones. Now, we have a consistent way of reporting out to the committees and getting all of our schedules and milestones."
"The most valuable features are the control and visibility that you have for portfolio management in terms of projects and capacity planning for resources along with strategies and outcomes, etc. It's so easy to access information for sharing analytics and reporting."
 

Cons

"There is a need for significant improvement in the user interface to make it more intuitive and less time-consuming to become familiar with."
"The cloud-based solution can get bugs in it occasionally, causing latency and loading issues."
"ClickUp can improve the UI for mobile devices. For example, they are lacking some features in the Android version, such as Gantt charts."
"ClickUp doesn't have a roadmap vision and a proper way of planning."
"The email portion, specifically the email automation, where you can add attachments, has room for improvement."
"ClickUp's interface needs improvement."
"The product is not user-friendly."
"The tool is not user-friendly."
"We have almost like a third-party group who has to do a lot of our configurations. It's a bit painful for us anytime we want to make a change. The other issue is that we have different groups all in the same instance. So, if one group wants to make a change, it impacts everyone. Then, we all have to come together, to say, "Yes, we approve this change, or no, we do not." Thus, it has not been as flexible for us."
"Its support to legacy paying customers is something PlanView is not handling well.​ We were unable to implement due to lack of professional support by PlanView. ​"
"When I started working with Planview, I didn't know anything about project or resource management. I had to learn everything: the admin side, then the user side of it. Probably, in the beginning, I would implement in the blueprint or workshops more demos. A live demo of how the system works because we would like a little deeper dive in how the application works for us to understand what we need to provide, what we are doing, what we will be doing. Because in the beginning, it was so overwhelming, and we didn't know anything about the tool."
"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."
"Support is still a challenge. We find it challenging more due to the responsiveness and getting a case or ticket assigned to an analyst. That's what I was just doing. I was following up on an email that we opened last week. We haven't heard anything, so following up on that."
"The resource area needs improvement. The improvements that have been made recently in the later versions have been good improvements, but I think there are some more improvements needed there."
"It is not an end-user-friendly product, and that's really the biggest thing. The hardest or the biggest hurdle I've ever had to face was adoption. I did the installation of the HP product in 2011. The company used it from 2011 to 2015, and the adoption was very high. When I was given the Planview product, adoption was very low. It wasn't as extensively used. We actually had people who wanted to go back to HP PPM because the interface of Planview was so broken, and it still is to some degree. So, it is not user-friendly. It doesn't flow the way a project manager thinks. What we did with HP PPM was a lot more manual programming. It wasn't as nice in terms of the interface, and it wasn't as pretty, but you could design it and build it so that everything flows with the way you worked, but Planview doesn't quite do that. There are a lot of screens. You have to jump back and forth. There are so many different places you have to go to just to do some basic tasks. That's the biggest thing that has really hindered adoption."
"Our version is definitely set up a bit more waterfall world. It would be better if some of the agile features were more in the standard product."
 

Pricing and Cost Advice

"ClickUp is affordable."
"I use the free version."
"The price of ClickUp is reasonable. The price is approximately eight dollars per month per person."
"ClickUp’s pricing is better than Jira Align’s."
"The product’s cost is high."
"The product has good pricing."
"The product is expensive."
"It's very affordable."
"The licensing part is a bit costly in comparison with the other available PPM tools."
"We overbought our licenses. We looked at our needs three to four years down the road and tried based our contract on that. However, we were over aggressive. We use about a third of the licenses that we have. We're looking to adjust the makeup so we can start utilizing the amount of money that we are spending. Right now, we're overspending, and my organization is not seeing the value in Planview because we are paying so much for licenses that we're not using."
"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."
"We are on the Flex licenses."
"Planview is a little pricey. From a licensing perspective, for just a simple timesheet user who does nothing in the system but reports time, the licensing is a little pricey, but you have to look at it from what it is that you get. We have 6,000 users, and I don't manage the system at all. I just have to do add them to the system. The servers, maintenance, OS levels, security patching for the OS, and all other things are not something that we maintain. So, you have to look at it from an operational perspective. It is not just the product itself. A holistic view has to be taken when you look at the product and how you're going to support it. I would have to hire an entire operation staff to bring it in-house, and at the end of the day, that might cost me more."
"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."
"When we went through that process, I believe it is competitive with others on the market. However, there are less expensive options available. It's a more premium offering at a higher price."
"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."
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Top Industries

By visitors reading reviews
Educational Organization
20%
Healthcare Company
10%
Performing Arts
8%
Computer Software Company
6%
Manufacturing Company
15%
Financial Services Firm
9%
Healthcare Company
8%
Insurance Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business14
Midsize Enterprise1
Large Enterprise4
By reviewers
Company SizeCount
Small Business2
Midsize Enterprise2
Large Enterprise59
 

Questions from the Community

What do you like most about ClickUp?
Everything in one place is the biggest benefit. I also like the diagramming tools, where you can create DFDs, structure charts, and more. That makes things easier.
What is your experience regarding pricing and costs for ClickUp?
I do not know about the experience with pricing, setup cost, and licensing for ClickUp because I was not the one who set up the pricing, so I really do not know as it was not done by me.
What needs improvement with ClickUp?
I cannot think of any way ClickUp can be improved, probably because I have still been using it for a short while.
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...
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...
What is your primary use case for Planview Portfolios?
We use Planview Management to assess the current project portfolio, evaluate resource availability, and prioritize projects based on strategic objectives, ROI, and risk factors. Planview Management...
 

Comparisons

 

Also Known As

No data available
Planview Enterprise One, Troux
 

Overview

 

Sample Customers

Information Not Available
UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Find out what your peers are saying about ClickUp vs. Planview Portfolios and other solutions. Updated: December 2025.
881,082 professionals have used our research since 2012.