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Planview Portfolios vs iServer 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

iServer
Ranking in Enterprise Architecture Management
9th
Average Rating
7.4
Reviews Sentiment
7.4
Number of Reviews
18
Ranking in other categories
Business Process Design (15th)
Planview Portfolios
Ranking in Enterprise Architecture Management
8th
Average Rating
8.0
Reviews Sentiment
6.8
Number of Reviews
71
Ranking in other categories
Project Portfolio Management (4th)
 

Mindshare comparison

As of March 2026, in the Enterprise Architecture Management category, the mindshare of iServer is 4.9%, up from 4.6% compared to the previous year. The mindshare of Planview Portfolios is 2.4%, up from 0.9% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Enterprise Architecture Management Mindshare Distribution
ProductMindshare (%)
Planview Portfolios2.4%
iServer4.9%
Other92.7%
Enterprise Architecture Management
 

Featured Reviews

Antonios Lazanakis - PeerSpot reviewer
Senior IT Solution Architect at a financial services firm with 10,001+ employees
Flexible, easy to use, and easy to import data
We use iServer to establish an enterprise architecture function in our organization iServer is a very flexible platform for defining your own enterprise architecture model. It is very easy to import data, and we also have good integration with Visual Drawing Tools and SharePoint. The solution is…
Monabi Kingsley - PeerSpot reviewer
Project Manager at 3M
Centralized planning has improved resource visibility and supports data‑driven financial decisions
The best features Planview Portfolios offers are visibility enhancement, robust system performance, and comprehensive resource management. This enhanced visibility in Planview Portfolios ensures that all users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency. When discussing robust system performance, the system's robust performance in meeting our various work requirements effectively and efficiently stands out. It is very stable and reliable, contributing to a seamless user experience, which enables users to focus on their tasks without disruptions. I also love the financial breakdown, planning and prioritization, and attribute collection on projects in Planview Portfolios. Planview Portfolios has positively impacted my organization since I started using it. It has enabled me to gain insights into the full scope of work consuming resources. I am able to know where the resources are being consumed more, especially which resources are consuming the most. I have been able to leverage resources management and resource time reporting, which enabled the generation of $90 million in annual revenue through labor billing to customers.

Quotes from Members

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

Pros

"We like the governance."
"iServer has valuable features for workflow and document management."
"This flexibility is the most helpful part in the standard version."
"The most valuable feature is its reporting capability. It offers various packages for different types of reports, such as business and project management reporting packs."
"The solution is easily modified to suit your needs."
"iServer is a very flexible platform for defining your own enterprise architecture model."
"I have to think less with this solution. It's simple."
"Integrating the Microsoft documents to the product and visualization matrix where we can see the end-to-end relationship of the network is of great importance to our company."
"The Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."
"We can view a project both at the top level and dig into the particularities. It's given us greater visibility into the work itself."
"We do a lot of big projects which are pretty expensive to structure the product development around and see the progress. Every time we start a project, we have to expense the spends for certain amounts. We need some baselines, like predictive versus actual."
"Whenever we have issues, there is always someone ready to help us. Their people are knowledgeable and responsive. They get to tickets quickly. Just three or four weeks ago, we were having issues with getting data into Planview. We submitted a ticket and the turnaround was probably 45 minutes to get a response."
"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."
"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."
"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."
"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."
 

Cons

"There are other solutions out there that have a better user interface."
"There can be some performance issues using the solution that should be improved. When you make modifications modify to files there are embedded data within that can take a while to process."
"I haven't used this solution long enough to know what areas could be improved."
"It runs relatively slowly."
"Requirements management needs to be improved."
"Cannot see which activities are control activities."
"There could be features for process mining, process simulation, and analytics."
"iServer should invest in enhancing the capabilities of the embedded drawing tool, draw.io."
"One of the reasons why we've upgraded so many times is because of performance standards. We've just run into issues where we've had performance problems. Maybe they are not upgrading, but they're adding more horsepower. Then, we do go upgrade and lose that horsepower, which is frustrating from my perspective as an admin to lose that horsepower. Hopefully, that'll change."
"One area where Planview Portfolios could be improved is the reporting module, which needs to be more flexible as it is not easy to switch between data representations easily."
"The technical people are very competent, but there is so much turnover in the people that we talk to, and that's frustrating. They will say, "We can make this work." Suddenly, that guy has left, and we have no one. Then, we have to start all over."
"It is a bit of a rigid system."
"The solution needs to be better at accepting new ideas for upcoming releases."
"The reporting capability and access to the fields for our system administrators to have access to the data without having to pay Enterprise One to get the data that's needed to create custom reports for management to create reports need improvement."
"Sometimes within the application, when you pull a report, it takes awhile performance-wise for the reports to pull up."
"The lack of templates harden the initial learning curve."
 

Pricing and Cost Advice

"Aim for the exact number of people who shall define/review approve and view the processes, as it will impact the cost."
"The solution is cheaper than its competitors."
"It's about 13K to set up and 9K for the license for three months. I think it's about 20K a year, but we haven't firmed up on pricing yet because the price depends on how long we commit to the solution."
"The price of iServer is reasonable compared to other solutions."
"They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."
"The product has a moderate pricing."
"Our licensing costs are about a quarter of a million dollars per year."
"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
"We are on the Flex licenses."
"Our licensing fees are approximately $50,000 USD annually."
"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."
"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."
"I don't think we have necessarily purchased everything that I would have liked to have seen."
"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."
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Top Industries

By visitors reading reviews
Financial Services Firm
20%
Government
10%
Manufacturing Company
9%
Insurance Company
6%
Manufacturing Company
15%
Financial Services Firm
9%
Marketing Services Firm
7%
Healthcare Company
7%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business7
Midsize Enterprise3
Large Enterprise10
By reviewers
Company SizeCount
Small Business2
Midsize Enterprise4
Large Enterprise66
 

Questions from the Community

What needs improvement with iServer?
iServer should invest in enhancing the capabilities of the embedded drawing tool, draw.io. draw.io is a drawing tool used to draw architectural diagrams, flow diagrams, etc. It is an alternative to...
What is your primary use case for iServer?
We use iServer to establish an enterprise architecture function in our organization.
What advice do you have for others considering iServer?
I would recommend the solution to other users. Overall, I rate the solution a nine out of ten.
What is your experience regarding pricing and costs for Planview Portfolios?
My experience with pricing, setup cost, and licensing has been that Planview Portfolios is one of the best and a very cost-effective tool.
What needs improvement with Planview Portfolios?
Planview Portfolios can be improved as the user interface defaults to the last opened portfolio, which can waste a lot of time loading a large portfolio if that is not what I need at that moment. J...
What is your primary use case for Planview Portfolios?
My main use case for Planview Portfolios is to ensure governance and decision auditability by incorporating embedded workflows, approval management, and key document retention supporting a single c...
 

Also Known As

No data available
Planview Enterprise One, Troux
 

Overview

 

Sample Customers

Barclays, Cathay Pacific, Deloitte, British Gas, MasterCard
UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Find out what your peers are saying about Planview Portfolios vs. iServer and other solutions. Updated: March 2026.
884,108 professionals have used our research since 2012.