We performed a comparison between Planview Portfolios and Smartsheet based on real PeerSpot user reviews.
Find out in this report how the two Project Portfolio Management solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI."Enterprise One provides a variety of types of resource assignments for assigning work to people. It's very easy and straightforward to configure these assignments. Planview allows us to see the entire workforce. We can see where our skill sets of people are, what they're working on, and allows us to make informed business decisions based on priority."
"The most valuable features are the resource management, the time sheet entry and usage, and the financial planning. With our projects, we primarily focus on resource assignments, as far as determining the actual forecast and actuals of our projects. A lot of it is based off of the resources utilized on those projects. The time based helps us capture the actuals. The amount of time people are spending on working on their project tasks. Because they've built this into the schedule, so we can build the forecast. With financial planning, we're able to look back on what our variance is and if there is anything between the scheduled forecasted hours, dollars against the actual hours, and the costs that they utilize."
"A lot of of the value is around the project metrics so far but as I get more plugged into the strategic management, it's strategic planning and programs and then tying that into outcomes. I work with executive leadership and that's really what they're looking for, to say, "Okay, what outcomes do we want to achieve and how are we going to get there, plan that out, sequence that out, and then get the work to do that? And then track the work back to where we're headed with our outcomes.""
"It has been effective for our delivery. It's given us much better visibility into what is being delivered and when."
"I like that it's an enterprise environment. I can look across everything that's going on and have a sense of what is going on within the organization."
"Its view into resource capacity and availability absolutely help us manage work. We can't plan out projects for delivery until we know if we have resources available to deliver them. That's been really critical. We look at our projects and see what availability of resources we have. That helps us to determine when we can start new work."
"The solution view into resource capacity and availability helps us to manage work."
"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."
"The dashboard feature is the most valuable aspect of the solution."
"To me, one of the most powerful features of Smartsheet is being able to email others."
"The management aspect is the most valuable. You can also prioritize tasks and then view tasks by priorities as passports."
"Smartsheet does a really good job of creating Gantt charts. Export to Excel feature was also very useful."
"What I found most valuable in Smartsheet is its project customization feature. It's a great solution because you can add in your own WBS. You can see it in Jira style, Kanban, and you can even do Agile and Waterfall. Another feature that's valuable in the solution is when you have those connections, you have that API, you have a sandbox, and you can make a solution, it's a tremendous product because you can pull data."
"The product is easy to use."
"It is my favorite project management tool. The reason for that is that it is very flexible. It is much easier to use than Microsoft Project in terms of creating custom fields. It is very similar to Excel. So, people understand it, which makes it a little bit easier to use for most users."
"The solution has subtasks and a rollup."
"We've been using it for a while, so it's about maturity. It's about being able to build out things in Agile groups and teams and some of that. Then really trying to drive into the direction of Lean Portfolio Management and more Agile program management, I think is where we're heading."
"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."
"We had issues with the data rephrasing."
"When it comes to reporting there are some challenges with integration."
"It is a bit of a rigid system."
"Support is still a challenge. We find it challenging more due to the responsiveness and getting a case or ticket assigned to an analyst. That's what I was just doing. I was following up on an email that we opened last week. We haven't heard anything, so following up on that."
"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."
"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."
"The main challenge with Smartsheet is that when you start putting components on the Smartsheet dashboard, they don't know about each other. So, if I filter something in one widget, or if I click on a region or a project ID, the other widget or component and the visualization that's on that dashboard don't change. It doesn't know about the other component."
"Lacks the ability to edit attachments within the solution."
"Asana has a modern look and feel, particularly its agile project management interface featuring movable cards between columns."
"I think that the mobile interface needs to be improved. If you cannot access it through your laptop, I'd prefer to have that option on the mobile, but I don't think that it's user-friendly and easy to navigate."
"Smartsheet's export and print functions could be more seamless. Once I create the plan in Smartsheet, I need to import it into my corporate web presentations. This isn't always smooth. I have to save it in PDF format, then cut an image from the PDF version."
"A room for improvement I found in Smartsheet is the view, as it's currently row-wise. I should have the opportunity to view a full scale, top down list instead of just a column driven list. I shouldn't have to go just left or right. I should be able to view it top down."
"Smartsheet could be improved to be a ticketing system. It would be nice to have a system to do everything."
"Areas for improvement in Smartsheet include better integration capabilities with other technologies through APIs and addressing limitations in reporting functionalities."
Planview Portfolios is ranked 8th in Project Portfolio Management with 63 reviews while Smartsheet is ranked 4th in Project Portfolio Management with 33 reviews. Planview Portfolios is rated 8.0, while Smartsheet is rated 8.2. The top reviewer of Planview Portfolios writes "Helps prioritize projects, share the big picture with management, and has a great planning capacity". On the other hand, the top reviewer of Smartsheet writes "Has customization, data pulling, and cross-functional global communication features; it's a secure solution". Planview Portfolios is most compared with Broadcom Clarity , Planview PPM Pro, LeanIX, SAP Portfolio and Project Management and Planview ProjectPlace, whereas Smartsheet is most compared with Microsoft Project, ServiceNow Strategic Portfolio Management, Spreadsheet.com, Adobe Workfront and monday.com. See our Planview Portfolios vs. Smartsheet report.
See our list of best Project Portfolio Management vendors and best Project Management Software vendors.
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