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Planview PPM Pro vs Planview Portfolios 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

Planview Portfolios
Ranking in Project Portfolio Management
7th
Average Rating
8.0
Reviews Sentiment
6.7
Number of Reviews
63
Ranking in other categories
Enterprise Architecture Management (13th)
Planview PPM Pro
Ranking in Project Portfolio Management
8th
Average Rating
7.8
Reviews Sentiment
7.0
Number of Reviews
32
Ranking in other categories
Project Management Software (15th)
 

Mindshare comparison

As of September 2025, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 7.2%, up from 5.9% compared to the previous year. The mindshare of Planview PPM Pro is 6.8%, down from 7.2% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Project Portfolio Management Market Share Distribution
ProductMarket Share (%)
Planview Portfolios7.2%
Planview PPM Pro6.8%
Other86.0%
Project Portfolio Management
 

Featured Reviews

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.
MartinQuiroga - PeerSpot reviewer
Needs to improve roadmap, scalability and communication
The product feels like a toy. The tool needs to improve its roadmap. It needs to improve things on a project management level which includes communication as well.  I am working with the product for two to three years.  The product is not scalable. We have around 15-20 users for the product.  My…

Quotes from Members

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

Pros

"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."
"Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool."
"The biggest impact has been the visibility into our IT assets."
"Whenever we have issues, there is always someone ready to help us. Their people are knowledgeable and responsive. They get to tickets quickly. Just three or four weeks ago, we were having issues with getting data into Planview. We submitted a ticket and the turnaround was probably 45 minutes to get a response."
"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."
"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 has helped connect funding and strategic outcomes with work execution. That is the key use that we have for it. We use it to validate the work that we're doing and the funding that we need. The difference between the previous version and current version for us would be the ICPM and the way it gives us different scenarios. We can go in and build that out."
"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."
"The solution's time-tracking abilities are one of the strong points. The only challenge is enabling it to the minute-level task. It's not at a project level but it's at an organization level. If I want it to be at a higher level as compared to some of the other projects where I want it to go to the nth level of a task for the time reporting, I cannot control it at a project level but it's controllable at an organization level. That's the only big challenge that I have."
"Time tracking, portfolio management reporting, and what-if analysis create visibility into project planning, resource capacity, and demand planning."
"It gave us a clarity of purpose. Everybody knows what they are doing and that they are all aligned: Managers know what employees are doing. Employees know what they are doing and the managers think they should be doing. That is the clarity which really helps in efficiency."
"The solution is great for viewing projects and timelines."
"Just about everything about the solution is valuable. I can't pinpoint one specific thing. The tool has helped us mature as an agency, has taught us to collect better data and the benefits of having good data."
"PPM Pro absolutely enables us to create reusable project templates that reflect our project management lifecycle. We had a good customer session on this, where a team utilizes portfolio management and project management of the tool very intensively. We follow all of the templates but having said that, we have so many divisions and we have so many users and project managers utilizing the tools. They have a different bunch of templates. We're not just following one or two templates. We have a number of templates that the teams are using."
"It is flexible, because so far we haven't been able to figure out anything that it cannot do. It's highly configurable. We've added custom field design screens to fit our needs, develop reports, and dashboards that give us the ability to deliver much better information, especially to senior IT management."
"The status reporting is the most valuable feature as it's easy to use; it's simple for project managers to enter their information, and the reporting features are very flexible."
 

Cons

"Recently, we have gotten on a newer version. We're currently on version 15. Some of the things that we've been running into roadblocks on, it looks like the solutions will be coming out in versions 17 or 18. So, we have to upgrade before somethings can get completed."
"The outcome management and work resource management in terms of teams needs improvement. Team handling, how team requirements are generated, and how the resource managers can work with teams needs to be improved."
"When it comes to reporting there are some challenges with integration."
"One big issue we have been having during our annual planning is that only the creator of a portfolio can edit it. This means that only the creator of a portfolio can edit which projects are included or excluded in it."
"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."
"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."
"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."
"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 found that sometimes when they have monthly rollouts that there might be some unintended consequences."
"The downside to the way the solution tracks time is if your project manager doesn't add you to the project, you won't see it on your timesheet, even if you did do work."
"The calculated field area needs improvement. There are a lot of formulas and functions available to make a calculated field, but it is still not comprehensive. We process the data to represent it through a report or dashboard. Due to the current constraints, for complex calculations, we do the data processing outside PPM Pro."
"The agile functionality can be improved. The tool was definitely built around the waterfall PMBOK PRINCE2 methodology, and although there are great functions within the tool for agile, it is often compared to dedicated tools like LeanKit or Jira. At the moment, the only integration we would have is to Jira itself, not to another Planview product. I believe that's coming in 2022 at some point."
"There should be the ability to store historical functions, but this is not just for this tool. It is applicable to many tools. It would be great if we were able to store specific historical data, such as risk management."
"I would like to see integration with third-party applications, like the JIRA, Microsoft Project, and financial applications."
"I think PPM Pro is going to release a resource self-service admin which is going to duplicate the standard groups. I think that will help us a lot because right now a standard group has their own permission and we don't know what permission is getting out to the users. After the resource self-service admin will be in place, I think we will be in a much better position in terms of the formation profile."
"Entering day-to-day tasks is a tedious process."
 

Pricing and Cost Advice

"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 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."
"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."
"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."
"Our licensing costs are about a quarter of a million dollars per year."
"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."
"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
"The pricing for me is more about understanding your own needs in the company because it is one license for one person model. So, you have to really understand how many licenses you need and what may be the influx of your staff. The good thing about Daptiv is that we just need a quick telephone call to our customer success manager if we want to increase our licensing. It takes a day or two to do. So, we can upscale very quickly. We've never downscaled, but I'm guessing if we had to, we'd have to wait till the contract completes or renegotiate a different licensing cost. So, you definitely need to understand what different types of licenses provide from a functionality point of view, and then order 10% more than you need based on the influx of staff in the company. There are costs in addition to the standard licensing fees. We have the report functionality for which we pay separately for 10 hours per month."
"Because we have PPM Pro with Project place, we transitioned to the Flex model."
"The cost was in line."
"Our current license is from 2019 to 2022. So for that three-year subscription, it was $60,000 for the subscription, users, platform, and connections. Then there were some add-ons. Connecting to some of our other systems like HR for that period cost us around $12,000."
"We have their Flex plan."
"Bulk volume discounts are a little better. Right now we have to buy in lots of 20 at $200 a license. That's a little steep. For example, with Service Now, I pay $48 a seat for a license."
"A collaboration of all their tools truly gets the biggest bang for the buck."
"$6 million has been the return on investment so far, and that was because of work intake. Now that we are scrutinizing the work intake and asking questions like, "Is there an alternative to your $10 million project?" We had one project come in for $10 million, scrutinize it through our gate review process, and wound up with the alternative, which was $3.8 million. So, a $6 million savings."
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Top Industries

By visitors reading reviews
Computer Software Company
13%
Manufacturing Company
11%
Financial Services Firm
10%
Healthcare Company
7%
Financial Services Firm
12%
Computer Software Company
11%
Manufacturing Company
10%
Healthcare Company
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business3
Midsize Enterprise2
Large Enterprise58
By reviewers
Company SizeCount
Small Business4
Midsize Enterprise6
Large Enterprise24
 

Questions from the Community

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...
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Also Known As

Planview Enterprise One, Troux
Innotas
 

Overview

 

Sample Customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
The Weather Channel, corcs, Crayola, Scan Health Plan, Vermont, Bank of the West, North West Company, University of Southern Mississippi, Jeffries, Purdue University, Chesterfield County Virginia, City of Memphis
Find out what your peers are saying about Planview PPM Pro vs. Planview Portfolios and other solutions. Updated: September 2025.
867,497 professionals have used our research since 2012.