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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 Market Share Distribution
ProductMarket Share (%)
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

"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."
"The product has a valuable customized model."
"The solution is easily modified to suit your needs."
"This is a flexible tool compared to some other solutions."
"The solution has wide use within Microsoft products. The integration with Microsoft products, and, in particular, Microsoft Office, is great."
"This flexibility is the most helpful part in the standard version."
"iServer has valuable features for workflow and document management."
"The initial setup is easy."
"The solution view into resource capacity and availability helps us to manage work."
"It gives us the vast ability to churn out-of-the-box reports and have an overview about approach rates and resource utilization."
"The look and feel of it is pretty clean."
"We have a fairly good picture of time tracking."
"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."
"The most valuable feature for me is the ease and customizability of reporting."
"The most valuable feature of this solution is the completeness of the standard, underlying metamodel."
"It has helped improve governance, mostly. People want to know where their money's going. Projects sponsors need to know what we're spending money on and what our burn rate is. Planview can give that to you straightaway."
 

Cons

"The performance is slow, which is something that should be improved."
"There could be features for process mining, process simulation, and analytics."
"Enhancing integration options with ERP or ITSM-related solutions for triggering automated requests for process definitions, changes, and tracking them in the iServer."
"It runs relatively slowly."
"iServer is a solid tool. Occasionally, we needed to contact the vendor to clarify details such as porting issues, missing components, and model specifics."
"I haven't used this solution long enough to know what areas could be improved."
"The product is more expensive than Spark."
"It definitely needs help to improve the visual aspect of the solution."
"Its support to legacy paying customers is something PlanView is not handling well.​ We were unable to implement due to lack of professional support by PlanView. ​"
"The solution out-of-the-box that we established was insufficient. We had to purchase and set up OData. I don't believe that it's a great solution out-of-the-box but eventually you can get there."
"I think some of the administrative aspects of it could be a little easier, especially when it comes to designing reports. The reporting coming out of it could be a little bit better."
"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."
"Our version is definitely set up a bit more waterfall world. It would be better if some of the agile features were more in the standard product."
"While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data visualization options, predictive analytics features, and customizable dashboards to provide deeper insights into project performance and trends."
"Planview Portfolios can be improved by making the platform more dynamic and user-friendly, especially for non-technical users."
"It would be great to see Planview incorporate agile interfacing/methods in it. Like CA Clarity and other leading PPM tools – Planview should enhance or develop the interfaces to ingrate with other market leading Agile tools."
 

Pricing and Cost Advice

"The price of iServer is reasonable compared to other solutions."
"The product has a moderate pricing."
"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."
"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 solution is cheaper than its competitors."
"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
"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."
"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."
"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."
"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
"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."
"We are on the Flex licenses."
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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
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 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...
 

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: March 2026.
883,089 professionals have used our research since 2012.