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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
8th
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
11th
Average Rating
8.0
Reviews Sentiment
6.8
Number of Reviews
71
Ranking in other categories
Project Portfolio Management (7th)
 

Mindshare comparison

As of March 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
ProductMarket Share (%)
iServer4.7%
Planview Portfolios2.3%
Other93.0%
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

"I have to think less with this solution. It's simple."
"The solution is easily modified to suit your needs."
"The solution has wide use within Microsoft products. The integration with Microsoft products, and, in particular, Microsoft Office, is great."
"Tech support is very responsive. They solved issues within a prompt response time."
"We like the governance."
"The initial setup is easy."
"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."
"iServer has valuable features for workflow and document management."
"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."
"We've brought our portfolio altogether. We have had multiple ways of reporting out what our portfolio is, whether it's in Excel, Word, or in different places. We brought all of our projects together in one place. That has worked out well for us. We've been able to manage the work on Gantt charts and our resources better. The big thing for us on research and development is around managing people's time, on which projects they are working on, and how much effort does it take to launch our projects."
"The data is the most valuable because the reporting that we provide out of Planview is priceless when compared to any other tool. The reporting has a variety of reports. It has the capabilities of Power BI. It gives us all these dashboards that we can show to our executive leadership, and they have been very well-received."
"We can easily see which functions are overcapacity. Before, we did not have visibility into that."
"The integration stuff from tool to tool, like Projectplace to Planview, to manage projects is the most valuable feature. It keeps all our tasks up-to-date. It closely follows up with everything, which is really cool."
"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."
"Planview Portfolios helps us manage both investment and execution risk while also ensuring optimal value realization in my organization."
"Its ability to create summary reports across multiple projects is one of the best features. They have very good data warehousing. You can put that out. You can tell that data warehousing from Planview Enterprise One is excellent."
 

Cons

"The product is more expensive than Spark."
"iServer is a solid tool. Occasionally, we needed to contact the vendor to clarify details such as porting issues, missing components, and model specifics."
"Requirements management needs to be improved."
"It runs relatively slowly."
"The performance is slow, which is something that should be improved."
"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 are other solutions out there that have a better user interface."
"When we first deployed, there were some issues. We never got to the root cause of why they happened. Since we didn't have any history with it, we weren't quite sure if this was a standard operating procedure or it truly was a glitch."
"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 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've been using it for a while, so it's about maturity. It's about being able to build out things in Agile groups and teams and some of that. Then really trying to drive into the direction of Lean Portfolio Management and more Agile program management, I think is where we're heading."
"I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting."
"The out-of-the-box reports, as far as I can tell, are weak. We've had to build a lot of reports using Power BI, which we connected to it."
"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 solution is stable. However, it's so robust, there's so much data, that it has the tendency to lag."
 

Pricing and Cost Advice

"The price of iServer is reasonable compared to other solutions."
"The solution is cheaper than its competitors."
"They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."
"Aim for the exact number of people who shall define/review approve and view the processes, as it will impact the cost."
"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."
"We are on the Flex licenses."
"Our licensing costs are about a quarter of a million dollars per year."
"The cost of other pieces and integrating them in needs improvement."
"We have several hundred licenses. It costs us several hundred thousand dollars a year."
"We overbought our licenses. We looked at our needs three to four years down the road and tried based our contract on that. However, we were over aggressive. We use about a third of the licenses that we have. We're looking to adjust the makeup so we can start utilizing the amount of money that we are spending. Right now, we're overspending, and my organization is not seeing the value in Planview because we are paying so much for licenses that we're not using."
"The licensing part is a bit costly in comparison with the other available PPM tools."
"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."
"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
21%
Government
9%
Manufacturing Company
9%
Computer Software Company
5%
Manufacturing Company
15%
Financial Services Firm
9%
Marketing Services Firm
8%
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 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...
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...
 

Comparisons

 

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: February 2026.
883,011 professionals have used our research since 2012.