We performed a comparison between Planview Portfolios and Zoho Projects based on real PeerSpot user reviews.
Find out in this report how the two Project Management Software solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI."We can easily see which functions are overcapacity. Before, we did not have visibility into that."
"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."
"It maps back to our SDLC process pretty well. I'm able to see the stage of where things are at. We also use Azure DevOps for all of our requirements and our coding."
"The look and feel of it is pretty clean."
"The portfolio and technology management are well built."
"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.""
"The resource capacity planning is the most valuable feature because you can evaluate your team's capacity by team and what projects they're working on and you can forecast easily by team."
"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."
"We can integrate Zoho Projects with Zoho CRM."
"We can customize the tool."
"The timeline features are excellent."
"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."
"It's easy for a user with a technical background to set up Zoho Projects on their own."
"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."
"The product can be seamlessly integrated into our CRM."
"Timesheets and the ability to add attachments are very valuable features to us."
"One of the reasons why we've upgraded so many times is because of performance standards. We've just run into issues where we've had performance problems. Maybe they are not upgrading, but they're adding more horsepower. Then, we do go upgrade and lose that horsepower, which is frustrating from my perspective as an admin to lose that horsepower. Hopefully, that'll change."
"It could do with a quicker response time for some reports or portfolios."
"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."
"The biggest room for improvement are the scripted dialogues. The scripted dialogues are a logic that you set up to force a certain workflow or process to happen. It's very old in respect that there are no clauses that you can apply to that logic. That definitely can use a lot of room for improvement."
"I would like a bit more flexibility, as far as the configuration, and have additional capabilities to configure, making it more flexible for our use."
"The technical support is a little overworked. At least, they have been in the past year. We need them to focus on somethings from time to time. You can tell that they're really focusing on many things. It has gotten better, but I think they could still use some relief."
"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."
"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."
"Sometimes the solution does not work."
"It is not easy to drag and drop a task from one person to the other. I think the resolution for the issue is work in progress. The product's stability can be improved."
"The solution should improve on integration and customization."
"Its template management feature could be easier to use."
"We'd like to have milestone features."
"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 solution’s interface should be improved."
"The tool should add live chat, live call, and live meeting features where clients can communicate."
Planview Portfolios is ranked 8th in Project Portfolio Management with 63 reviews while Zoho Projects is ranked 14th in Project Management Software with 14 reviews. Planview Portfolios is rated 8.0, while Zoho Projects is rated 8.0. 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 Zoho Projects writes "A scalable solution with great features that enable efficient collaboration". Planview Portfolios is most compared with Broadcom Clarity , Planview PPM Pro, LeanIX, SAP Portfolio and Project Management and Planview ProjectPlace, whereas Zoho Projects is most compared with Trello and monday.com. See our Planview Portfolios vs. Zoho Projects report.
See our list of best Project Management Software vendors.
We monitor all Project Management Software reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.
