ClickUp vs Planview Portfolios comparison

ClickUp and Planview are both solutions in the Project Management Software category. Additionally, 83% of ClickUp users are willing to recommend the solution, compared to 90% of Planview users who would recommend it.

ClickUp

Read 18 ClickUp reviews

661 Views
342 Comparison Views

83% willing to recommend

Planview Portfolios

Read 63 Planview Portfolios reviews

997 Views
576 Comparison Views

90% willing to recommend

ClickUp

Planview Portfolios

Comparison Buyer's Guide

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Executive Summary

We performed a comparison between ClickUp and Planview Portfolios based on real PeerSpot user reviews.

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

To learn more, read our detailed ClickUp vs. Planview Portfolios Report (Updated: April 2025).

Buyer's Guide

ClickUp vs. Planview Portfolios

April 2025

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Helped 850,028 peers since 2012

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

7.8

Reviews Sentiment

7.2

Number of Reviews

Ranking in other categories

Project Management Software (11th)

Planview Portfolios

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (14th), Project Portfolio Management (8th)

Featured Reviews

VarchasSubrahmanya

Director of Products at ADP

A stable solution that offers it users a choice to opt for a streamlined approach to task management

From a product management function perspective, it can be challenging to measure whether ClickUp improves efficiency on a month-to-month basis. However, I believe that using ClickUp helps maintain our efficiency levels. If we were to stop using it, I am 100% sure that our efficiency would decrease. That being said, just because we are using ClickUp does not automatically mean our efficiency will increase. We have reached a point where we understand how to use ClickUp effectively, and without it, it would definitely be a problem. However, using it alone does not make us better every day. The absence of ClickUp would definitely cause a problem. But, since we are using ClickUp, we don't get to improve 10% on a month-by-month or a year-on-year basis. So, that's very difficult to measure. Introducing automation and AI would greatly benefit ClickUp by reducing manual work. Currently, team members need to update tasks and communicate issues, which requires me to read through each task and comment to understand the situation. However, if AI could assist in making faster decisions, it would greatly improve efficiency. I need to intervene at a minute level to discover if someone is facing a problem, but AI could help detect issues faster. The success of AI implementation can be seen in how ChatGPT has utilized AI.

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Mark Hillman

Global Head of Portfolio Management at a wholesaler/distributor with 1,001-5,000 employees

User-friendly interface, but the reporting could be improved

The reporting is poor and requires improvement. The tiles and exception-based activities in the application are sufficient to get by. However, when it comes to producing executive reports, MI reports, or any other type of reporting, we must exit Planview and work offline. We have been working with them to improve on that, as well as using some of the Power BI capabilities that have been available for a while, but it's still more difficult than it should be. In the next release, I would like to be able to use the data in the tool to gain insight much more easily.

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Quotes from Members

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

Pros

"We found it very simple and intuitive to use...The initial setup is straightforward."

"The simplicity of the tool is valuable because it has categories and subcategories."

"The most interesting feature is the ability to share what you are working on with an external entity. The customer has direct visibility on what is being done on a particular project and this provides a lot of transparency."

"We can update tasks and track projects."

"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."

"The product has an efficient design."

"The most valuable feature of ClickUp is its AI recommendation."

"It is a scalable solution. I would rate it a ten out of ten."

More ClickUp pros

"Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool. It affects our project management because our project management uses Planview to monitor their daily work. Every night it loads our SAP system and then they monitor the daily work. They use Planview as a full planning and monitoring tool."

"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."

"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."

"Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool."

"It gives us flexibility in configuring assignments. We can do both Agile Teams and non-Agile Teams. This flexibility affects our ability to meet our company's particular needs by allowing us to work in a hybrid model, some Agile Teams, and some non-Agile Teams."

"The resource management and assignment features are valuable. The timesheet management is also valuable because that is a requirement for us. So, the ability to see timesheet forecasting and timesheet actual submission from resources has been very useful and valuable to us."

"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."

"We're still in an early stage. Things will change as we use it more. I did program reports that are important and that will provide us with value."

More Planview Portfolios pros

Cons

"I would love to see ClickUp integrated with more tools, possibly like Microsoft Loop."

"Introducing automation and AI would greatly benefit ClickUp by reducing manual work."

"ClickUp could improve by being customised to the development industry. We would like to have bug trackers and an agile approach built into the solution."

"ClickUp doesn't have a roadmap vision and a proper way of planning."

"More automation features must be added."

"ClickUp could improve by streamlining its functions and organizing them better for easier access."

"The product is not user-friendly."

"It can be improved by making it more user-friendly."

More ClickUp cons

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

"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."

"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."

"When it comes to reporting there are some challenges with integration."

"Being the IT development manager who implements the upgrades for Planview, I would love to see more thorough testing of expenditures and more thorough testing in general. When we do an upgrade, we have to do quite a bit of testing because we can affect the bottom line."

"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."

"I would like to be able to copy and paste from Excel into work and assignments along with roles and hours, as opposed to having to type it out one by one."

"We do have some significant issues with our integrations that we're working through. Those are not as stable or reliable as what we would like."

More Planview Portfolios cons

Pricing and Cost Advice

"It's very affordable."

"The product has good pricing."

"The price of ClickUp is reasonable. The price is approximately eight dollars per month per person."

"I use the free version."

"ClickUp's pricing is as per market standards."

"The product is expensive."

"ClickUp is affordable."

"ClickUp’s pricing is better than Jira Align’s."

More ClickUp pricing and cost advice

"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."

"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."

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

"The cost of other pieces and integrating them in needs improvement."

"The licensing part is a bit costly in comparison with the other available PPM tools."

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

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

"We recently did a new bundle for all of Enterprise One. It includes some of the newer pieces, like Projectplace and LeanKit. It bundled our CTM in with it as well. I think the total came out to be about $900,000 a year. This is for unlimited licenses."

More Planview Portfolios pricing and cost advice

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Top Industries

By visitors reading reviews

Computer Software Company

15%

Healthcare Company

13%

University

Media Company

Financial Services Firm

16%

Manufacturing Company

15%

Computer Software Company

14%

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

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.

See all answers

What is your experience regarding pricing and costs for ClickUp?

ClickUp's pricing is as per market standards.

See all answers

What needs improvement with ClickUp?

They should explain better how costs and licensing are distributed. They auto take money from the credit card without notification for a while.

See all answers

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...

See all answers

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...

See all answers

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Product Reports

Buyer's Guide

ClickUp

April 2025

Download ClickUp product report

Buyer's Guide

Planview Portfolios

April 2025

Download Planview Portfolios product report

Also Known As

No data available

Planview Enterprise One, Troux

Overview

Plan, track, and manage any type of work with project management that flexes to your team's needs. Work smarter as a team with real-time chat. Tag individuals or groups, assign comments for action items, and link tasks to get more done together. Stay on track to hit your goals with targets for task completions, numbers, monetary values and more. Track progress in real-time connecting tasks to goals and keep your objectives organized with Goal Folders. Tackle work from any angle with 20+ real-time views that adapt to your needs. Track tasks on List, update workflows on a Board, drag-and-drop due dates on a Calendar, and so much more.

ClickUp

Planview Portfolios offers a comprehensive platform for managing IT, project and resource management, along with strategic planning. The tool focuses on optimizing resource allocation and financial analysis, supporting global operations.

Organizations use Planview Portfolios to streamline project tracking from inception to completion, enhancing strategic alignment with corporate objectives. The tool integrates with platforms like JIRA to provide seamless workflows and supports critical business processes, including budgeting and capacity planning. Teams benefit from customized configurations and robust reporting, further supporting effective decision-making. Despite its strengths, improvements are sought in navigation, documentation, and integration capabilities.

What are the key features?

Customizable interface: Allows personalization to meet specific needs.
Comprehensive resource and financial management: Enables detailed tracking and analysis.
Robust reporting: Provides extensive data insights.
Integration with Power BI: Enhances data access for stakeholders.
Resource and capacity planning: Optimizes workforce allocation.

What benefits should users expect?

Improved strategic alignment: Supports better decision-making.
Increased operational efficiency: Streamlines project management.
Enhanced resource optimization: Ensures optimal use of workforce.
Better financial insights: Allows precise budget tracking.

In industries like IT and project management, Planview Portfolios supports complex portfolio handling, ensuring visibility across global operations. Companies in these sectors leverage its strategic planning tools for strategic alignment and resource management, integrating with existing systems for improved process efficiency.

Planview

Sample Customers

Information Not Available

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

Buyer's Guide

ClickUp vs. Planview Portfolios

April 2025

Free Report: ClickUp vs. Planview Portfolios

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