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Planview Portfolios vs monday.com comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Nov 4, 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

monday.com
Ranking in Project Portfolio Management
5th
Average Rating
9.4
Reviews Sentiment
7.3
Number of Reviews
227
Ranking in other categories
CRM (4th), Project Management Software (1st), Marketing Management (5th), Opportunity Management (2nd)
Planview Portfolios
Ranking in Project Portfolio Management
8th
Average Rating
8.0
Reviews Sentiment
6.7
Number of Reviews
63
Ranking in other categories
Enterprise Architecture Management (14th)
 

Mindshare comparison

As of May 2025, in the Project Portfolio Management category, the mindshare of monday.com is 6.7%, up from 6.4% compared to the previous year. The mindshare of Planview Portfolios is 7.5%, up from 6.7% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Project Portfolio Management
 

Featured Reviews

Jaikishan Daryanani - PeerSpot reviewer
C level has visibility into the entire timeline and status of an initiative, and real-time reporting saves work
It is meant for non-technical users. As a matter of fact, for technical users, it may seem kind of naive or non-sophisticated or something. But for non-tech people, it's a visual treat because it has functionalities and capabilities suited to their business function as well as flexibility in terms of customization to make it adaptable. monday.com is very flexible. We created workspaces for every team and they have the flexibility to create and define their own processes and data points as well as their approval processes. Viewing projects and timelines via Gantt charts in monday.com is a native functionality. The power of the dashboard is that the solution enables you to do risk, timeline, and cost-benefit analyses for your initiatives. It gives you a complete perspective on the impact of your future decisions and initiatives for the upcoming months, quarters, and years. Based on the different levels in the organization, there is visibility into what each function of the organization or each department is up to. As a manager, it gives you a live update of the tasks and any particular changes. You can track the entire project for your teams and for other teams as well. Creating a new project in monday.com takes a few seconds. If you have the templates created you can generate a project via automation. If you have a standard WBS (work breakdown structure) for every single project, you can trigger automation. When the project is approved, within a fraction of a second, the entire WBS is ready for you so that you can start putting in your updates and data. There are around 200 templates available in the solution, and that gives you a baseline to start from, whether you are doing agile management or waterfall. Once you select a template, boom, it creates a baseline structure and you can start. And even if you want to create a new project, it's still pretty simple and a matter of a few seconds.
Mark Hillman - PeerSpot reviewer
User-friendly interface, but the reporting could be improved
The reporting is poor and requires improvement. The tiles and exception-based activities in the application are sufficient to get by. However, when it comes to producing executive reports, MI reports, or any other type of reporting, we must exit Planview and work offline. We have been working with them to improve on that, as well as using some of the Power BI capabilities that have been available for a while, but it's still more difficult than it should be. In the next release, I would like to be able to use the data in the tool to gain insight much more easily.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"It is also easy for us to share a viewer account with our exco and they can see where we are with our work."
"Creating super-smart to-do lists, intern management, and sales leads lists has been huge."
"The analytics view is very powerful with Gantt charts and multiple chart visualizations."
"We also love that Monday talks with Mailchimp so we can always stay connected with people."
"The most valuable aspect of the solution is the fact that we can make the tool as we want, in the way it is the most useful for us."
"The ability to assign members to tasks and then have them update the status on them and even ask related questions under the task has been very helpful."
"It helps us to keep track of all of the remaining tasks on a project and the remaining number of days that exist on a project."
"I love the ability to communicate within the app itself by leaving comments."
"When it comes to managing project plans, Enterprise One is awesome at enabling us to see what stage work is at. I've always thought it was awesome because it's good whether we're doing a traditional WBS or we're linking in epics into projects that are supporting the programs and the strategies, I've always thought it was an excellent tool."
"I like that everyone is able to see the same data. All of our users who aren't just time reporters have read access to all the data that is out there. So, it is one source of truth where everybody can go in and see the exact same data that everybody else sees. It is transparent."
"We provided whatever feedback we had to the Planview team, and they went in and built those additional features that we requested. For example, they created a great way for our users to search for a specific resource, project, program, or role. We were not using some of the features, and we wanted them to not be visible, and they helped us with that. They also brought a feature to provide visibility into when a resource was never assigned to any task. There was no visibility to this before. This feature was really very good for visibility into the resource portfolio."
"The Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."
"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 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."
"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 Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) systems, and collaboration platforms."
 

Cons

"We would like to connect with email solutions such as Outlook."
"Even when the person leaves the team, he/she can still access all the files he/she created."
"A little more customization on the UI would be good."
"The product could have more templates."
"If you want to drag a task or rearrange them, it's quite tricky, especially on the app."
"If monday.com was cheaper, that would be better because it's quite expensive."
"They need to add more data values and fields, such as currency and functional fields, as well as more trigger functionality for automation and time-based management."
"I have to use a ton of filters to get the exact data I want on an overview board."
"Sometimes within the application, when you pull a report, it takes awhile performance-wise for the reports to pull up."
"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."
"We have required more time from our resource managers to spend time in the tool. The adoption has been slower than we would have hoped. So, I would think from a rollout perspective, if Planview could help us with material which gets non-Planview users or previously light Planview users to become more heavy users of the system, then this would help us with the rollout."
"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."
"Visualization and reporting areas could use improvements by having canned reports."
"There are some issues with how long it takes to load the data to Planview, It just depends on what your setup is. If there was a way Planview could maybe make the loading faster, in case you do have a lot of things going on with your setup."
"We are not very happy with the customer service. This is one of our main pain points. It doesn't cover the entirety of customer service, as there are reps who are really great and we've had good experiences. Many times, we've had people give us attitude, there was a delay in the response, or just a lack of interest. This got to the point where if there was a problem, we would rather try to solve it ourselves then call customer support."
"The number one thing that needs improvement is the UI. It should be easy for a casual project manager. It should provide customizable screens that can be a choice for project managers to choose as a professional level, medium level, and a very easy level."
 

Pricing and Cost Advice

"Fees are paid monthly per user."
"The enterprise plan looks expensive because we don't understand the value as monday.com users. The pro level and other packages seem reasonable."
"The project manager would be responsible for any licensing fees. As an end-user, we just follow suit."
"I think monday.com's paywalls are a little too high. Some basic features are locked behind the premium subscription. Some applications they offer within their subscription model are locked in an expensive package. These applications provide functionality that would benefit small teams, but it's too much money for a startup or a small business."
"We tell others it's about $2200 for a ten-person plan and it can be adjusted; it's easy to scale."
"It's definitely affordable. I don't think it is necessarily the cheapest, but it's definitely not the most expensive. The price is well worth the value that we get out of it."
"I rate the tool's pricing a six out of ten."
"I am using its free version."
"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."
"I don't think we have necessarily purchased everything that I would have liked to have seen."
"The licensing part is a bit costly in comparison with the other available PPM tools."
"We recently did a new bundle for all of Enterprise One. It includes some of the newer pieces, like Projectplace and LeanKit. It bundled our CTM in with it as well. I think the total came out to be about $900,000 a year. This is for unlimited licenses."
"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
"We are on the Flex licenses."
"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
"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."
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Top Industries

By visitors reading reviews
Educational Organization
60%
Computer Software Company
5%
Financial Services Firm
4%
Manufacturing Company
4%
Financial Services Firm
16%
Manufacturing Company
15%
Computer Software Company
14%
Healthcare Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

Questions from the Community

Do you recommend Monday.com?
Monday.com is one of the best project management softwares available on the market. It lets you create and customize the tools you need to run every aspect of your work. I particularly favor it bec...
What do you like most about monday.com?
The product's initial setup phase was straightforward.
What needs improvement with monday.com?
I would like to have the ability to create more than two levels of subtasks in monday.com. It was a significant challenge as I often wanted to make a task dependent on another group, but it was dif...
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?
Planview Portfolios is not too expensive. You get what you paid for.
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...
 

Also Known As

No data available
Planview Enterprise One, Troux
 

Overview

 

Sample Customers

Raw Digital, Wix, Discovery, Frost & Sullivan, Adidas, Asos, Uber
UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Find out what your peers are saying about Planview Portfolios vs. monday.com and other solutions. Updated: April 2025.
850,028 professionals have used our research since 2012.