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Planview Portfolios vs Zoho Projects comparison

 

Comparison Buyer's Guide

Executive Summary

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
Average Rating
8.0
Reviews Sentiment
6.7
Number of Reviews
63
Ranking in other categories
Enterprise Architecture Management (13th), Project Portfolio Management (7th)
Zoho Projects
Average Rating
8.2
Reviews Sentiment
7.4
Number of Reviews
17
Ranking in other categories
Project Management Software (14th)
 

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.
Sainath Racherla - PeerSpot reviewer
Project coordination has improved with excellent integration and support, though more comprehensive training and version control are needed
The adaptation process can be enhanced with training sessions and templates. There is potential for improvement in version control, particularly in integration with Zoho Docs. Providing small bite-sized instructional videos, like how to create a bug, and customizable help icons would be beneficial. Additionally, I should be able to cross-link bugs between projects.

Quotes from Members

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

Pros

"The Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."
"We use expenditures quite a bit. We put in forecast expenditures and then we actualize them below the line in the little box in the bottom tray. Being able to track the project with relevant milestones is also valuable. Milestones are valuable because it helps us to keep the project on track. The expenditures are valuable because we need to be able to understand expenses that are beyond the regular resources in the projects."
"We can view a project both at the top level and dig into the particularities. It's given us greater visibility into the work itself."
"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."
"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."
"We are able to see where everyone in the team is in terms of hours, where there is capacity, and where we can actually add them, e.g., other projects that they're not currently staffed to."
"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 and technology management are well built."
"Customer service and support are excellent."
"We use the tool for our core business project. If we have a new site coming up, there are many milestones that need to be checked. The solution helps to ensure consistency."
"While integrating a voice solution with Zoho Projects, the focus was on creating a unified interface for voice and customer engagement across various platforms like Facebook, social media, and emails. The primary goal was to seamlessly merge the two platforms into a single interface. To achieve this, we engaged in API integrations and worked on aspects such as initializing, authentication, and access control."
"I would rate the overall solution ten out of ten."
"Zoho Projects stands out due to its easy adaptation, allowing me to learn and use it quickly compared to other tools."
"We can customize the tool."
"We were able to track each department's work and what they were doing inside the actual department. Gantt charts are useful to track departmental progress and operation, or we are that item stuff."
"The most valuable feature of Zoho Projects is all integrated into one. We don't have to start using multiple tools, such as Projects, CRM, Marketing, Automation, Finance, and setting up Meetings. It's all in one solution. I don't have to go to multiple different platforms to have all the features I need."
 

Cons

"Configuring the UI in the content management system is too elaborate and too time-consuming."
"The solution is stable. However, it's so robust, there's so much data, that it has the tendency to lag."
"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."
"Its ability to create summary reports across multiple projects is very limited. In terms of the out-of-the-box reporting for summary reports, the reporting that we typically leverage is around forecasting for resources, timesheets, and actuals, and just looking at what is the capacity. There is no real summary of what work is being done and how work is being accomplished. So, what we typically do is that we get a copy of the data files from Enterprise One daily, and then we have a team that manages the data mod outside of Enterprise One. They use data from Enterprise One as well as other additional sources to provide the reporting that we share with the management. So, we leverage a lot of Enterprise One data for reporting, but we don't use the reporting capabilities within Enterprise One. So, reporting can be improved, and they could help us make more customized reporting. I know it is very configurable out of the box, but we have to leverage an outside data mod that pulls in a lot of data from Enterprise One. So, the reporting function, and being able to customize reports, is the area that could be very beneficial."
"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."
"There can be improvement on the sense of urgency because a lot of times we've exhausted everything that we can, and now, we're reaching out. So, it isn't a, "Well, have you tried to reboot this?" We've already done everything. Once we put in a ticket, there should be more of a sense of urgency on it."
"The reporting capability and access to the fields for our system administrators to have access to the data without having to pay Enterprise One to get the data that's needed to create custom reports for management to create reports need improvement."
"Visualization and reporting areas could use improvements by having canned reports."
"If given the opportunity, I would focus on improving automation within Zoho Projects. While attempting to integrate with other platforms, users often encounter errors. The integration capabilities of Zoho Projects could be enhanced. Currently, the integration options are categorized as either easy or customized, with the latter requiring deluge code, which might pose challenges due to its lesser-known usage."
"Sometimes the solution does not work."
"The adaptation process can be enhanced with training sessions and templates."
"The UI and UX must be improved."
"At the portfolio management level, Zoho Projects has some issues. Managing multiple projects in the project presents challenges."
"Zoho Meeting definitely needs an improvement, because the quality is not as good as Zoom or Microsoft Teams, which I've used in the past."
"The telephone support provided by the support team should become better."
"The basic reports could be improved in Zoho Projects."
 

Pricing and Cost Advice

"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
"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."
"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 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."
"The cost of other pieces and integrating them in needs improvement."
"With the costs, they were very understanding. Knowing that we were an existing customer, they were very much willing to work with us to make sure that we were able to transition to Enterprise One from PPM Pro."
"Our licensing fees are approximately $50,000 USD annually."
"The licensing part is a bit costly in comparison with the other available PPM tools."
"The solution is not very expensive."
"The solution is cheap."
"The Enterprise version costs INR 630 per user per month."
"Zoho Projects is cost-effective."
"The price for Zoho Projects is seven GBP per user per month."
"The product is fairly priced."
"The product has different pricing models for different regions."
"Zoho Projects' costs are yearly and affordable."
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Top Industries

By visitors reading reviews
Computer Software Company
13%
Manufacturing Company
12%
Financial Services Firm
10%
Healthcare Company
7%
No data available
 

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 Business15
Midsize Enterprise1
Large Enterprise1
 

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...
What do you like most about Zoho Projects?
While integrating a voice solution with Zoho Projects, the focus was on creating a unified interface for voice and customer engagement across various platforms like Facebook, social media, and emai...
What needs improvement with Zoho Projects?
At the portfolio management level, Zoho Projects has some issues. Managing multiple projects in the project presents challenges.
What is your primary use case for Zoho Projects?
I use Zoho Projects ( /products/zoho-projects-reviews ) for managing the routine management of projects and for sharing with my colleagues.
 

Also Known As

Planview Enterprise One, Troux
No data available
 

Overview

 

Sample Customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Intel, Jaguar, PWC, Yatra, Yale, Timex
Find out what your peers are saying about Planview Portfolios vs. Zoho Projects and other solutions. Updated: September 2025.
867,445 professionals have used our research since 2012.