Planview Portfolios vs iServer comparison

Orbus Software and Planview are both solutions in the Enterprise Architecture Management category. Orbus Software is ranked #8 with an average rating of 8.5, while Planview is ranked #11 with an average rating of 9.0. Orbus Software holds a 4.7% mindshare in AM, compared to Planview’s 2.3% mindshare. Additionally, 85% of Orbus Software users are willing to recommend the solution, compared to 91% of Planview users who would recommend it.

iServer

Read 18 iServer reviews

2,505 Views
1,779 Comparison Views

85% willing to recommend

Planview Portfolios

Read 65 Planview Portfolios reviews

3,071 Views
737 Comparison Views

91% willing to recommend

iServer

Planview Portfolios

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Executive SummaryUpdated on Nov 3, 2024

Planview Portfolios and iServer are competitive players in the project management and enterprise architecture categories. While Planview shines in areas of resource management and reporting, iServer gains an edge with its strong data integration capabilities and user adaptability, especially with Microsoft products.

Features: Planview Portfolios integrates strategy with execution, offering a comprehensive view of demand and resources, customizable architecture, and robust resource planning capabilities. iServer stands out with strong integration capabilities, especially with Microsoft Office, customizable architecture modeling, and intuitive UI that aligns with Microsoft applications.

Room for Improvement: Planview Portfolios could improve its agile integration and reduce the steep learning curve. Enhancements in intuitive interface design and customizability are desired. iServer could improve its visualization techniques, performance speed, and integrate more options while enhancing UI usability.

Ease of Deployment and Customer Service: Planview Portfolios provides flexible deployment options across cloud solutions but garner mixed customer service reviews, where technical support consistency is a concern. iServer mainly offers on-premises solutions indicating stability and control with favorable customer service reviews, praised for quick responsiveness and expertise.

Pricing and ROI: Planview Portfolios is seen as costly but provides flexible licensing options like FLEX, offering value in strategic alignment and resource management. iServer, moderately priced, is perceived as offering a substantial ROI with competitive pricing, improving process efficiency and integration capabilities.

To learn more, read our detailed Planview Portfolios vs. iServer Report (Updated: February 2026).

Buyer's Guide

Planview Portfolios vs. iServer

February 2026

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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

8th

Average Rating

7.4

Reviews Sentiment

7.4

Number of Reviews

Ranking in other categories

Business Process Design (15th)

Planview Portfolios

Ranking in Enterprise Architecture Management

11th

Average Rating

8.0

Reviews Sentiment

7.2

Number of Reviews

Ranking in other categories

Project Portfolio Management (7th)

Mindshare comparison

As of February 2026, in the Enterprise Architecture Management category, the mindshare of iServer is 4.7%, up from 4.6% compared to the previous year. The mindshare of Planview Portfolios is 2.3%, up from 0.9% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Enterprise Architecture Management Market Share Distribution
Product	Market Share (%)
iServer	4.7%
Planview Portfolios	2.3%
Other	93.0%

Enterprise Architecture Management

Featured Reviews

Antonios Lazanakis

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…

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Monabi Kingsley

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.

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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

"Tech support is very responsive. They solved issues within a prompt response time."

"iServer has valuable features for workflow and document management."

"iServer is a very flexible platform for defining your own enterprise architecture model."

"The initial setup is easy."

"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."

"Good and effective reporting features, which help in decision making."

"iServer is a solution that helps catalog enterprise architect solutions and catalog information."

"This flexibility is the most helpful part in the standard version."

More iServer pros

"With the lifecycles, it helps us step through our processes easier. We'll take a process and create it in Visio, then we'll go and implemented in Planview. Anytime that we have to do a new process, this is what we use. We just step it through the lifecycles and the configure screens are very easy to use. The fields that you need are easy to use."

"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."

"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."

"I love Planview Portfolios because it has better integration with reporting and other systems compared to the alternatives I had before."

"It gives us the vast ability to churn out-of-the-box reports and have an overview about approach rates and resource utilization."

"The flexibility on offer is very helpful in meeting the organization's needs."

"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."

"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."

More Planview Portfolios pros

Cons

"The one issue is that if you want to import predefined work, you need to put the licensing model in. So if you wanted to import work that was done before, you then need to buy a separate product for that."

"Cannot see which activities are control activities."

"More visualization techniques and ways to report the data might be helpful."

"iServer should invest in enhancing the capabilities of the embedded drawing tool, draw.io."

"There are other solutions out there that have a better user interface."

"Requirements management needs to be improved."

"The migration tool needs to be included in the main package, and not as a separate license."

"It runs relatively slowly."

More iServer cons

"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."

"The biggest room for improvement are the scripted dialogues. The scripted dialogues are a logic that you set up to force a certain workflow or process to happen. It's very old in respect that there are no clauses that you can apply to that logic. That definitely can use a lot of room for improvement."

"Their off-shore support is something new that they're laying out and the team just needed some development in terms of skill and experience."

"The number one thing that needs improvement is the UI. It should be easy for a casual project manager. It should provide customizable screens that can be a choice for project managers to choose as a professional level, medium level, and a very easy level."

"The administrative tabs are very confusing, especially in terms of configuring screens and users. It's not very intuitive versus many other applications that I have worked in the past. I have to go to separate sections than I think I have to in order to get to the place that I need to adjust something."

"The content management definitely needs to improve. We don't really use content management for projects inside Enterprise One. We have actually switched to a SharePoint site. We have a feed from Enterprise One every night of all the projects that are created."

"There's still a lot of reluctance within the organization. We're not using all of the capabilities that we have today. We're still doing our strategic and capital investment planning on spreadsheets rather than using the capabilities that exist within Enterprise One. I definitely need to leverage the experts here at Planview to help drive a culture change. There's just a lot of reluctance on behalf of people within the company to put data into the tool."

"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

"They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."

"The product has a moderate pricing."

"The solution is cheaper than its competitors."

"The price of iServer is reasonable compared to other solutions."

"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."

"Aim for the exact number of people who shall define/review approve and view the processes, as it will impact the cost."

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

"Our licensing costs are about a quarter of a million dollars per year."

"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."

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

"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."

"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."

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

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

More Planview Portfolios pricing and cost advice

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Top Industries

By visitors reading reviews

Financial Services Firm

20%

Government

Manufacturing Company

Construction Company

Manufacturing Company

15%

Financial Services Firm

Marketing Services Firm

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	7
Midsize Enterprise	3
Large Enterprise	10

By reviewers
Company Size	Count
Small Business	2
Midsize Enterprise	3
Large Enterprise	61

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...

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What is your primary use case for iServer?

We use iServer to establish an enterprise architecture function in our organization.

See all answers

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.

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...

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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 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...

See all answers

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Compared 15% of the time

MEGA HOPEX vs iServer

Compared 14% of the time

LeanIX vs iServer

Compared 10% of the time

OrbusInfinity vs iServer

Compared 9% of the time

ARIS BPA vs iServer

Compared 6% of the time

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Broadcom Clarity vs Planview Portfolios

Compared 10% of the time

Planview PPM Pro vs Planview Portfolios

Compared 7% of the time

Planisware vs Planview Portfolios

Compared 5% of the time

LeanIX vs Planview Portfolios

Compared 5% of the time

Planview AdaptiveWork vs Planview Portfolios

Compared 4% of the time

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Product Reports

Buyer's Guide

Enterprise Architecture Management

February 2026

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Buyer's Guide

Planview Portfolios

January 2026

Download Planview Portfolios product report

Also Known As

No data available

Planview Enterprise One, Troux

Overview

iServer is a unified software platform and enterprise modeling environment that extends and enhances the familiar, market leading Microsoft Visio and Office products. Core capabilities provided by iServer include an enhanced Microsoft Visio diagramming interface, a powerful central repository for all enterprise architecture or business process models and documentation, and a range of tools for visualization, analysis and decision making.

Orbus Software

Planview Portfolios equips leaders in strategic portfolio management to enhance investment confidence and market responsiveness through seamless strategy connection, planning, delivery, and outcomes, offering both cloud and on-premises options.

Planview Portfolios supports executives and portfolio managers by improving strategic execution with automated and adaptable processes. It integrates strategy and outcomes by aligning business and technology plans to optimize funding and resource capacity. Features include end-to-end visibility, which allows tracking of strategic initiatives and the ability to analyze performance data using key metrics. It also provides dynamic planning and funding via scenario modeling, allowing businesses to adapt funding based on outcomes while ensuring balanced investments against capacity.

What are the key features of Planview Portfolios?

Strategic Alignment: Connects OKRs with execution processes.
End-to-End Visibility: Assesses performance with KPIs for strategic decision-making.
Dynamic Planning and Funding: Scenario modeling for incremental funding.
Flexible Capacity Planning: Balances resources and dependencies.
Connected Technology Strategy: Aligns tech investments with priorities.
Adaptive Program Management: Integrates planning and cross-functional teams.

What benefits do users gain from using Planview Portfolios?

Customization and Interface: Offers tailored layouts and an intuitive interface.
Centralized Management: Manages projects and resources effectively.
Robust Reporting: Features Power BI integration for comprehensive reports.
Agile Integration: Supports agile practices alongside traditional methods.
Enhanced Collaboration: Facilitates team collaboration across departments.

Planview Portfolios sees extensive use across industries like IT, financial planning, and resource management. Global companies implement it for managing projects, resource allocation, and strategic planning. It's crucial for end-to-end project management, including investment planning, capacity management, and connecting agile with traditional resource planning, supporting departments worldwide in project execution.

Planview

Sample Customers

Barclays, Cathay Pacific, Deloitte, British Gas, MasterCard

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

Buyer's Guide

Planview Portfolios vs. iServer

February 2026

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