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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

"Tech support is very responsive. They solved issues within a prompt response time."
"The solution has wide use within Microsoft products. The integration with Microsoft products, and, in particular, Microsoft Office, is great."
"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."
"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."
"iServer is a solution that helps catalog enterprise architect solutions and catalog information."
"The most valuable features of iServer are the integration with Microsoft Office and the interface is similar to Microsoft applications making them easy to use."
"The solution is easily modified to suit your needs."
"Good and effective reporting features, which help in decision making."
"It gives us the vast ability to churn out-of-the-box reports and have an overview about approach rates and resource utilization."
"The solution is flexible. Planview is always introducing new releases and functionality, which ends up being beneficial to the company. We are able to do some customizations on our own along with our IT department, and that's very helpful."
"The resource capacity planning is the most valuable feature because you can evaluate your team's capacity by team and what projects they're working on and you can forecast easily by team."
"The most valuable features are scheduling, resource management, and, from a project perspective, the functions like issues that change orders. They are valuable because, from a project management perspective, we use the workflows that we build for project management and do active risk management and issue management for the projects that we want for our agencies."
"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."
"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."
"It maps back to our SDLC process pretty well. I'm able to see the stage of where things are at. We also use Azure DevOps for all of our requirements and our coding."
 

Cons

"More visualization techniques and ways to report the data might be helpful."
"The product is more expensive than Spark."
"I haven't used this solution long enough to know what areas could be improved."
"It definitely needs help to improve the visual aspect of the solution."
"We could allocate permissions to use only specific components to the users rather than the entire instance."
"iServer is a solid tool. Occasionally, we needed to contact the vendor to clarify details such as porting issues, missing components, and model specifics."
"iServer should invest in enhancing the capabilities of the embedded drawing tool, draw.io."
"There could be features for process mining, process simulation, and analytics."
"The solution needs to be better at accepting new ideas for upcoming releases."
"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."
"Planview Portfolios can be improved by making the platform more dynamic and user-friendly, especially for non-technical users."
"When you think of planning at a PI level, roadmap planning, or release planning, I think they should make a little more headway into how agile delivery works, tying it back into the financials and the planning to Planview. I think it would be good."
"There can be improvement on the sense of urgency because a lot of times we've exhausted everything that we can, and now, we're reaching out. So, it isn't a, "Well, have you tried to reboot this?" We've already done everything. Once we put in a ticket, there should be more of a sense of urgency on it."
"When it comes to reporting there are some challenges with integration."
"My experience with pricing, setup cost, and licensing reveals that the cost is a bit not affordable for a small organization, but for medium and large enterprises, I would say it is very cost-effective and affordable."
"I would like to see more documentation pieces. Right now, they do have the content repository. I would like to see more out-of-the-box features with document repository capabilities."
 

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 price of iServer is reasonable compared to other solutions."
"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 licensing part is a bit costly in comparison with the other available PPM tools."
"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."
"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."
"We have several hundred licenses. It costs us several hundred thousand dollars a year."
"I don't think we have necessarily purchased everything that I would have liked to have seen."
"Our licensing fees are approximately $50,000 USD annually."
"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
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Top Industries

By visitors reading reviews
Financial Services Firm
21%
Manufacturing Company
9%
Government
9%
Insurance Company
5%
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.
883,619 professionals have used our research since 2012.