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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

"There were lots of different requirements, and collaboration and review is one of the biggest things. There is also Office 360 integration, and there's flexibility to use it as a database as well."
"I have to think less with this solution. It's simple."
"Good and effective reporting features, which help in decision making."
"It has helped having data lineage in the business cluster, which is used as control artifacts."
"This is a flexible tool compared to some other solutions."
"iServer has valuable features for workflow and document management."
"The solution has wide use within Microsoft products. The integration with Microsoft products, and, in particular, Microsoft Office, is great."
"The product has a valuable customized model."
"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."
"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."
"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."
"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 most valuable feature of this solution is reporting."
"I would say it works really well for forecasting remaining effort, especially in terms of forecasting the dollar amounts. We've gotten pretty good at adjusting rates because we have a lot of contract workers."
"When it comes to managing project plans, Enterprise One is awesome at enabling us to see what stage work is at. I've always thought it was awesome because it's good whether we're doing a traditional WBS or we're linking in epics into projects that are supporting the programs and the strategies, I've always thought it was an excellent tool."
"I like that it's an enterprise environment. I can look across everything that's going on and have a sense of what is going on within the organization."
 

Cons

"The performance is slow, which is something that should be improved."
"It runs relatively slowly."
"Cannot see which activities are control activities."
"The migration tool needs to be included in the main package, and not as a separate license."
"It definitely needs help to improve the visual aspect of the solution."
"There could be features for process mining, process simulation, and analytics."
"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."
"There are other solutions out there that have a better user interface."
"The outcome management and work resource management in terms of teams needs improvement. Team handling, how team requirements are generated, and how the resource managers can work with teams needs to be improved."
"Some of the out-of-the-box reporting is not immediately useful and although it can be configured or customized, there are still improvements that can be made."
"The UI needs improvement. The UI should have more possibilities for users who are not specialized in using Planview. At the moment, it is more of a technical UI. I would like it to be an open user UI."
"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."
"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."
"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."
"I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting."
"When it comes to reporting there are some challenges with integration."
 

Pricing and Cost Advice

"The solution is cheaper than its competitors."
"The product has a moderate pricing."
"They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."
"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 price of iServer is reasonable compared to other solutions."
"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."
"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."
"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."
"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."
"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."
"The licensing part is a bit costly in comparison with the other available PPM tools."
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Top Industries

By visitors reading reviews
Financial Services Firm
21%
Manufacturing Company
9%
Government
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 Enterprise3
Large Enterprise67
 

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 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?
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...
 

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.
883,760 professionals have used our research since 2012.