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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

"The solution is easily modified to suit your needs."
"We like the governance."
"The initial setup is easy."
"This is a flexible tool compared to some other solutions."
"iServer is a very flexible platform for defining your own enterprise architecture model."
"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."
"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 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 overall interface is very easy to use. It puts together strategy and execution across all your investments."
"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 Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."
"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 solution view into resource capacity and availability helps us to manage work."
"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."
"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 can view a project both at the top level and dig into the particularities. It's given us greater visibility into the work itself."
 

Cons

"There are other solutions out there that have a better user interface."
"Requirements management needs to be improved."
"The product is more expensive than Spark."
"We could allocate permissions to use only specific components to the users rather than the entire instance."
"iServer should invest in enhancing the capabilities of the embedded drawing tool, draw.io."
"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."
"Enhancing integration options with ERP or ITSM-related solutions for triggering automated requests for process definitions, changes, and tracking them in the iServer."
"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."
"Its reporting needs to be improved. My main complaint when it comes to Planview is that it is good to maintain all the data but to actually use the information that is in it, you actually have to use a different tool. We use Power BI. So, we pull all the information, and then we use a Power BI dashboard to stage or look at the information."
"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."
"We don't use the Progression feature. We will use it at some point in time. Until then, we want to have a way to set time to help decide what's in the past, present, and future. It is one of the things we've been discussing with Planview."
"I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting."
"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."
"The scheduling's kind of clunky in terms of its ability for us to see what stage work is at. They could have done better with that. It can be difficult to use."
"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."
"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."
 

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."
"They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."
"The product has a moderate pricing."
"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."
"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
"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."
"We are on the Flex licenses."
"The cost of other pieces and integrating them in needs improvement."
"The licensing part is a bit costly in comparison with the other available PPM tools."
"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."
"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."
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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 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.
883,896 professionals have used our research since 2012.