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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 (16th)
Planview Portfolios
Ranking in Enterprise Architecture Management
12th
Average Rating
8.0
Reviews Sentiment
6.7
Number of Reviews
63
Ranking in other categories
Project Portfolio Management (7th)
 

Mindshare comparison

As of October 2025, in the Enterprise Architecture Management category, the mindshare of iServer is 4.2%, down from 4.3% compared to the previous year. The mindshare of Planview Portfolios is 1.9%, 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 (%)
iServer4.2%
Planview Portfolios1.9%
Other93.9%
Enterprise Architecture Management
 

Featured Reviews

Antonios Lazanakis - PeerSpot reviewer
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…
EduardoMaya - PeerSpot reviewer
A solution that gives you all the information you need to plan detailed projects
The initial setup was just a little complex. I rate the initial setup a seven out of ten. Deploying the solution took two weeks. While deploying the solution, we had two instances, one for the IT team and one for the business team. And we had to connect the two and explain things to the team. Only two people were needed to deploy the solution, me and another person.

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."
"This flexibility is the most helpful part in the standard version."
"iServer is a solution that helps catalog enterprise architect solutions and catalog information."
"I have to think less with this solution. It's simple."
"We like the governance."
"iServer has valuable features for workflow and document management."
"Tech support is very responsive. They solved issues within a prompt response time."
"Good and effective reporting features, which help in decision making."
"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."
"We have a fairly good picture of time tracking."
"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."
"The portfolio and technology management are well built."
"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 Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."
"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."
"We can easily see which functions are overcapacity. Before, we did not have visibility into that."
 

Cons

"More visualization techniques and ways to report the data might be helpful."
"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."
"The modelling needs improvement, specifically forecasting capabilities and scenarios."
"The performance is slow, which is something that should be improved."
"There could be features for process mining, process simulation, and analytics."
"iServer should invest in enhancing the capabilities of the embedded drawing tool, draw.io."
"Enhancing integration options with ERP or ITSM-related solutions for triggering automated requests for process definitions, changes, and tracking them in the iServer."
"We could allocate permissions to use only specific components to the users rather than the entire instance."
"Sometimes within the application, when you pull a report, it takes awhile performance-wise for the reports to pull up."
"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."
"We had issues with the data rephrasing."
"The reporting is absolutely shocking. It's not good reporting and requires improvement."
"I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting."
"The administrative tabs are very confusing, especially in terms of configuring screens and users. It's not very intuitive versus many other applications that I have worked in the past. I have to go to separate sections than I think I have to in order to get to the place that I need to adjust something."
"I would like a bit more flexibility, as far as the configuration, and have additional capabilities to configure, making it more flexible for our use."
"We have almost like a third-party group who has to do a lot of our configurations. It's a bit painful for us anytime we want to make a change. The other issue is that we have different groups all in the same instance. So, if one group wants to make a change, it impacts everyone. Then, we all have to come together, to say, "Yes, we approve this change, or no, we do not." Thus, it has not been as flexible for us."
 

Pricing and Cost Advice

"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."
"The product has a moderate pricing."
"Aim for the exact number of people who shall define/review approve and view the processes, as it will impact the cost."
"They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."
"The price of iServer is reasonable compared to other solutions."
"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."
"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."
"The cost of other pieces and integrating them in needs improvement."
"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."
"We have several hundred licenses. It costs us several hundred thousand dollars a year."
"Our licensing costs are about a quarter of a million dollars per year."
"I don't think we have necessarily purchased everything that I would have liked to have seen."
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Top Industries

By visitors reading reviews
Financial Services Firm
21%
Government
12%
Manufacturing Company
7%
Construction Company
6%
Computer Software Company
13%
Manufacturing Company
12%
Financial Services Firm
8%
Healthcare Company
8%
 

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 Business3
Midsize Enterprise2
Large Enterprise58
 

Questions from the Community

What do you like most about iServer?
iServer has valuable features for workflow and document management.
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 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...
 

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: September 2025.
869,202 professionals have used our research since 2012.