Try our new research platform with insights from 80,000+ expert users

Planview Portfolios vs erwin Data Modeler by Quest comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Nov 3, 2024

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

erwin Data Modeler by Quest
Ranking in Enterprise Architecture Management
3rd
Average Rating
8.6
Reviews Sentiment
7.2
Number of Reviews
39
Ranking in other categories
Business Process Design (9th)
Planview Portfolios
Ranking in Enterprise Architecture Management
14th
Average Rating
8.0
Reviews Sentiment
6.7
Number of Reviews
63
Ranking in other categories
Project Portfolio Management (8th)
 

Mindshare comparison

As of May 2025, in the Enterprise Architecture Management category, the mindshare of erwin Data Modeler by Quest is 10.7%, up from 9.9% compared to the previous year. The mindshare of Planview Portfolios is 1.0%, up from 0.9% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Enterprise Architecture Management
 

Featured Reviews

JorgeSanz - PeerSpot reviewer
Streamline data modeling and automate network changes for increased efficiency
The initial setup depends on the tool if you are using the data model environment. Stopping the server could be complex and require strong expertise. If you have everything set up and configured, Erwin is straightforward. You can deploy it in a few hours. In our case, it took a couple of months to address internal conditions, assign machines, and set up everything for the services. I rate the initial setup a six out of ten, where one is difficult and ten is easy.
Mark Hillman - PeerSpot reviewer
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.

Quotes from Members

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

Pros

"We had some data integration projects, where we needed to integrate it for about 100 databases. Doing that manually is crazy; we can't do that. With erwin, it was much easier to identify which tables and columns could be used for the integration. That means a lot in terms of time and effort as well as my image to the customer, because they can see that we are providing value in a very short time."
"The fitting model is very intuitive."
"Forward engineering, DDL generation, reverse engineering, and reporting are the most valuable features of the solution."
"It's a safeguard for me because I'm always concerned that somebody is free handing it and will forget a key coming from the parent. The migrating keys are a great feature. Identifying relationships, non-identifying relationships, and being visually right there to understand the differences are great features. erwin is key to being able to visually understand whatever the customer is requesting. They'll give you words on a paper, but once they can actually view it as a picture, it really comes to life. The data comes to life to where they understand exactly what they're asking for."
"We find that its ability to generate database code from a model for a wide array of data sources cuts development time. The ability to create one model in your design phase and then have it generate DDL code for Oracle or Teradata, or whichever environment you need is really nice. It's not only nice but it also saves man-hours of time. You would have to take your design and just type in manually. It has to take days off out of the work."
"Drag-and-drop data modeling and reverse engineering out of databases are the most valuable features of erwin Data Modeler by Quest."
"We can create mappings in erwin and possibly data dictionaries."
"I have worked with erwin Data Modeler for quite some time and familiarity is its most valuable feature."
"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."
"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."
"The sheer amount of information available in one single interface is valuable. Everything is there. It is also a lot of work to maintain all the information, but generally, you can find everything you need within this one tool."
"The flexibility on offer is very helpful in meeting the organization's needs."
"The portfolio management gives you a view of all the projects as well as all the information about the total amount of effort, time, and cost being spent on the projects. It gives the organization how much money and effort should be spent towards projects so they can budget and do better capacity planning in the next fiscal year. It gives them visibility into their resources and if they have capacity."
"The most valuable features are the resource management, the time sheet entry and usage, and the financial planning. With our projects, we primarily focus on resource assignments, as far as determining the actual forecast and actuals of our projects. A lot of it is based off of the resources utilized on those projects. The time based helps us capture the actuals. The amount of time people are spending on working on their project tasks. Because they've built this into the schedule, so we can build the forecast. With financial planning, we're able to look back on what our variance is and if there is anything between the scheduled forecasted hours, dollars against the actual hours, and the costs that they utilize."
"Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool."
"The portfolio and technology management are well built."
 

Cons

"I would like to have more data sources from other, different vendors. In recent years, the vendor has reduced the number of data sources, and I would like to have more data sources for every brand. For example, with Oracle, I would like to have compatibility for many versions, including old ones, not just the most recent."
"The erwin Data Modeler is quite complex to use."
"I find the UI very clunky and very difficult to use. If I add columns to a table the whole workflow could be so much easier. I get frustrated using it. I've tried other tools. I've tried to get off of erwin a few times. I always come back to it because every tool has its own set of problems, and it seems like if I have to pick my poison, I stay with erwin. But so many things that are clunky with it."
"I would like to see the ability to support more NoSQL platforms more quickly. In addition, enhancing the graphics to render more quickly would be beneficial for any user."
"It is not a very stable solution. I rate the stability five out of ten."
"The solution's model mark could be better because it crashes sometimes."
"We are planning to move, in 2021, into their server version, where multiple data modelers can work at the same time and share their models. It has become a pain point to merge the models from individual desktops and get them into a single data model, when multiple data modelers are working on a particular project. It becomes a nightmare for the senior data modeler to bring them together, especially when it comes to recreating them when you want to merge them."
"I would like the solution to be less rigid in terms of its theory."
"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."
"Our challenge will be this tool is complex. It is not necessarily easy to start and learn from the beginning. How do you get people who are not professionals to adopt it, use it, and not be mean about it?"
"The out-of-the-box reports, as far as I can tell, are weak. We've had to build a lot of reports using Power BI, which we connected to it."
"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."
"While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data visualization options, predictive analytics features, and customizable dashboards to provide deeper insights into project performance and trends."
"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."
"We are not very happy with the customer service. This is one of our main pain points. It doesn't cover the entirety of customer service, as there are reps who are really great and we've had good experiences. Many times, we've had people give us attitude, there was a delay in the response, or just a lack of interest. This got to the point where if there was a problem, we would rather try to solve it ourselves then call customer support."
"Recently, we have gotten on a newer version. We're currently on version 15. Some of the things that we've been running into roadblocks on, it looks like the solutions will be coming out in versions 17 or 18. So, we have to upgrade before somethings can get completed."
 

Pricing and Cost Advice

"It is not a very expensive solution. Only the licensing and maintenance fee needs to be paid."
"The price of erwin Data Modeler is very expensive, in particular for this part of the world."
"There are two license options and the pricing is reasonable."
"There are no costs in addition to the standard licensing fees."
"The primary reasons that erwin was selected were that it was much more affordable for us [than Embarcadero] and it was easily maintainable."
"We've continued to use the product for many years and compared it with others on the market. The pricing is reasonable considering what the solution offers and what we pay. There are cheaper tools, but they may not be as robust and easy to use, so it's worth the money."
"Pricing is very high compared to any other product."
"erwin Data Modeler by Quest is an expensive solution."
"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
"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."
"We are on the Flex licenses."
"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
"The cost of other pieces and integrating them in needs improvement."
"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."
"The licensing part is a bit costly in comparison with the other available PPM tools."
"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."
report
Use our free recommendation engine to learn which Enterprise Architecture Management solutions are best for your needs.
849,963 professionals have used our research since 2012.
 

Top Industries

By visitors reading reviews
Financial Services Firm
19%
Manufacturing Company
10%
Government
9%
Computer Software Company
7%
Manufacturing Company
16%
Financial Services Firm
16%
Computer Software Company
14%
Healthcare Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

Questions from the Community

What do you like most about erwin Data Modeler by Quest?
Forward engineering, DDL generation, reverse engineering, and reporting are the most valuable features of the solution.
What is your experience regarding pricing and costs for erwin Data Modeler by Quest?
The product is expensive. I rate the product’s pricing a nine out of ten, where one is cheap and ten is expensive.
What needs improvement with erwin Data Modeler by Quest?
As a documenting tool, it's solid, though its reporting could be more robust. The reporting mechanisms could be more intuitive regarding report creation. It can generate reports in CSV files, displ...
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 is your experience regarding pricing and costs for Planview Portfolios?
Planview Portfolios is not too expensive. You get what you paid for.
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...
 

Also Known As

erwin DM
Planview Enterprise One, Troux
 

Overview

 

Sample Customers

 Premera, America Honda Motors, Aetna, Kaiser Permanente, Dental Dental Cali, Cigna, Staples
UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Find out what your peers are saying about Planview Portfolios vs. erwin Data Modeler by Quest and other solutions. Updated: April 2025.
849,963 professionals have used our research since 2012.