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Planview Portfolios vs iServer comparison

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Comparison Buyer's Guide

Executive SummaryUpdated on Jun 3, 2026

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
11th
Average Rating
7.4
Reviews Sentiment
7.4
Number of Reviews
18
Ranking in other categories
Business Process Design (17th)
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 October 2026, in the Enterprise Architecture Management category, the mindshare of iServer is 4.0%, down from 4.2% compared to the previous year. The mindshare of Planview Portfolios is 2.8%, up from 1.9% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Enterprise Architecture Management Mindshare Distribution
ProductMindshare (%)
Planview Portfolios2.8%
iServer4.0%
Other93.2%
Enterprise Architecture Management
 

Featured Reviews

AHMEDIBRAHIM1 - PeerSpot reviewer
Enterprise Architecture practice head at Positive Side Consultancy
Enables flexible parameters for any process model and has a valuable document management feature
We use the product for various critical functions within our environment, particularly in a government entity, where it assists in governance, workflow management, and generating reports and live database activities. It enables flexible parameters for any process model iServer has valuable…
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

"iServer has valuable features for workflow and document management."
"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."
"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."
"Process modelling through object creation and management is beneficial as a very effective change management of processes at the object level, because if you need to modify a process and it will impact other processes as well, the object changed automatically changes in other processes as well."
"Central repository holding single version of truth."
"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."
"This is a flexible tool compared to some other solutions."
"Tech support is very responsive. They solved issues within a prompt response time."
"The solution’s integrated product portfolio has transformed our organization’s delivery because people are a lot more accountable. When you have no accountability, then people don't always deliver the way that you want them to. Once you get accountability, they know that somebody is watching and the way that they manage their work changes quite a bit."
"Planview Portfolios helps us manage both investment and execution risk while also ensuring optimal value realization in my organization."
"People are happy using the tool."
"The biggest impact has been the visibility into our IT assets."
"The portfolio management gives you a view of all the projects as well as all the information about the total amount of effort, time, and cost being spent on the projects. It gives the organization how much money and effort should be spent towards projects so they can budget and do better capacity planning in the next fiscal year. It gives them visibility into their resources and if they have capacity."
"We have about 200 people and can accurately forecast to the penny how much it's going to cost us for the year."
"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."
"The tool does have the potential to impact our organizational delivery."
 

Cons

"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."
"The migration tool needs to be included in the main package, and not as a separate license."
"Setting up the Portal was very complex. We required a lot of support from the vendor."
"Enhancing integration options with ERP or ITSM-related solutions for triggering automated requests for process definitions, changes, and tracking them in the iServer."
"The modelling needs improvement, specifically forecasting capabilities and scenarios."
"It's a very simple tool, which makes me concerned with the performance."
"Cannot see which activities are control activities."
"Overall, I would say that it's a poor man's EA repository. It seems like a good idea, but doesn't really work in practice."
"We had issues with the data rephrasing."
"Many times, we've had people give us attitude, delays in response, or just a lack of interest."
"When I started working with Planview, I didn't know anything about project or resource management. I had to learn everything: the admin side, then the user side of it. Probably, in the beginning, I would implement in the blueprint or workshops more demos. A live demo of how the system works because we would like a little deeper dive in how the application works for us to understand what we need to provide, what we are doing, what we will be doing. Because in the beginning, it was so overwhelming, and we didn't know anything about the tool."
"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."
"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."
"Its view into RCCP and availability does not at all help us to manage resources; it is one of the worst features of Enterprise One where everybody in our company hates the tool and are sort of forced to use it for RCCP, some teams have moved to use other tools for the same and use E1 as recording tool only."
"I think the capabilities are there, but it seems difficult for me to even create a report as I am not a Planview technical expert. It is not particularly intuitive. It slows us down in reporting the big picture to management."
"I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting."
 

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

By visitors reading reviews
Financial Services Firm
22%
Government
9%
Construction Company
7%
Manufacturing Company
6%
Manufacturing Company
16%
Financial Services Firm
10%
Construction Company
10%
Outsourcing 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 Business2
Midsize Enterprise4
Large Enterprise66
 

Questions from the Community

Ask a question
Earn 20 points
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: September 2026.
914,889 professionals have used our research since 2012.