We performed a comparison between Planview Portfolios and Planview ProjectPlace 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.
"The templates helped me to kick off process solutions for our team."
"We love how we can create boards specifically focused on one topic and have all tasks and projects pertaining to that in one place."
"The sales sheet where we keep track of all transactions including transaction history, customers, and all necessary records is great."
"There are so many automations to streamline everyday tasks and reduce click counts when doing admin work. It is incredible."
"I love the automation and level of customization available for the automation."
"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."
"The solution has helped us keep track of our work, by helping us keep organized in an environment that is friendly and easy to navigate."
"Being able to duplicate boards from sitting to sitting and also being able to upload .csv files for tasks is great."
"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."
"We use time reporting. We convert time reporting into financial costs and do contractor and capacity planning for our resources. We track our work. So, that's the module we use extensively. As a matter of fact, we have upwards of 300 open projects at this given moment. It is pretty close to 300 open activities that are working."
"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."
"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."
"Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool."
"The resource management and assignment features are valuable. The timesheet management is also valuable because that is a requirement for us. So, the ability to see timesheet forecasting and timesheet actual submission from resources has been very useful and valuable to us."
"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 flexibility on offer is very helpful in meeting the organization's needs."
"Clarizen's slide publisher is one of my favorite features."
"The most useful features of Planview are its integration with resource management and the ability to commit and reserve various resources."
"Right from the initial steps, we found this product easy to use."
"It simplifies the management of our day-to-day work and brings all our processes into a single place where we can plan our activities, monitor them, and take any actions accordingly."
"Projectplace has excellent collaboration features, including some nice kanban boards. We use DocuSign, and Planview just integrated it into Projectplace, so that was helpful. And I like the fact that it links to Enterprise One, the other Planview tool that we use to manage our capital portfolio."
"It is a complete solution. It is very useful for the management of our internal processes."
"Planview Projectplace is a really good solution for document sharing and keeping track of the history of changes in the document. I also like that you can have everything you need for a project in one place, for example, for documentation, planning, and even resource planning."
"The overall user interface is fantastic. It has been very easy to learn and use. Any non-technical person with some initial training can work on it from day one, which is very good. The learning material is very good and easy to learn. There is no need to spend additional money on the training."
"We need to have conversations within the platform."
"While great, the shareable boards lack some features that normal boards possess and that’s a big burden for us."
"The export options are also not yet flexible and comprehensive enough."
"When replying to colleagues, it would be useful to see the formatting options (bold, bullets, etc.)."
"There are so many bells and whistles that I don't feel like I'm using Monday to its full potential."
"We need the product to keep adding automation - specifically more subitem automation."
"The mobile app is not as user-friendly and as adaptable as I'd like it to be."
"It would be great to have better email integration so that you could have all of your inboxes consolidated there."
"The out-of-the-box reports, as far as I can tell, are weak. We've had to build a lot of reports using Power BI, which we connected to it."
"We don't use the Progression feature. We will use it at some point in time. Until then, we want to have a way to set time to help decide what's in the past, present, and future. It is one of the things we've been discussing with Planview."
"The solution needs to be better at accepting new ideas for upcoming releases."
"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."
"The solution is stable. However, it's so robust, there's so much data, that it has the tendency to lag."
"The only area that I can see currently needing improvement is just the modernization of the look and feel of it."
"Its reporting needs to be improved. My main complaint when it comes to Planview is that it is good to maintain all the data but to actually use the information that is in it, you actually have to use a different tool. We use Power BI. So, we pull all the information, and then we use a Power BI dashboard to stage or look at the information."
"It is not an end-user-friendly product, and that's really the biggest thing. The hardest or the biggest hurdle I've ever had to face was adoption. I did the installation of the HP product in 2011. The company used it from 2011 to 2015, and the adoption was very high. When I was given the Planview product, adoption was very low. It wasn't as extensively used. We actually had people who wanted to go back to HP PPM because the interface of Planview was so broken, and it still is to some degree. So, it is not user-friendly. It doesn't flow the way a project manager thinks. What we did with HP PPM was a lot more manual programming. It wasn't as nice in terms of the interface, and it wasn't as pretty, but you could design it and build it so that everything flows with the way you worked, but Planview doesn't quite do that. There are a lot of screens. You have to jump back and forth. There are so many different places you have to go to just to do some basic tasks. That's the biggest thing that has really hindered adoption."
"Planview is a resource management and project management system. Projectplace allows you to create boards and associate some of Planview's work breakdown structure as a top-level tree under which you can place cards, but there are many limitations because when you make a change in Planview, it is reflected in Projectplace. However, except for a few specific things, changes made in Projectplace are not ported back to Planview. At this point, they're two completely different products. The flaw is that there is very little integration between the two."
"An area of improvement is customer support and services. Sometimes, the issue reported is not resolved within a specific timeframe, and the technical consultants who are approached for the requirement finalization can be better in terms of understanding the requirements. Sometimes, there is a gap in understanding the requirements. Other than that, the solution is fine."
"We'd like to see a heartier connection between Projectplace and Enterprise One. We know that's on their roadmap, but they haven't gotten there yet. Planview could also make better use of Projectplace's template capability."
"It needs some improvement in the project planning reports, ad hoc reports, and some big file transfers are a challenge. If you were going to transfer some 10 MB or 12 MB document with your team members, then it might have some problems in uploading and sharing those files. The overall dashboard view needs some advancement in its visualizations and uploading a large file size is a challenge."
"If the mobile app were improved to show more information then it would be good."
"In terms of what could be improved in Planview Projectplace, it would depend on the purpose, because if you talk about resource planning, from my perspective, it's not the best tool. It would also depend on the company itself, for example, I've been working with another company and Planview Projectplace was needed more for workload and resource planning purposes, and I don't think the solution covered those purposes well. Its resource planning and workload functions need improvement."
"It is not easy. The deployment of the application and its functionalities are not easy. It is a complex process to create accounts, names, and catalogs."
"I believe that the graphs, reporting, and connection with the slides are areas that need improvement."
Planview Portfolios is ranked 3rd in Project Portfolio Management with 11 reviews while Planview ProjectPlace is ranked 9th in Project Management Software with 8 reviews. Planview Portfolios is rated 7.8, while Planview ProjectPlace 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 Planview ProjectPlace writes "A collaborative and customizable solution for managing your projects and day-to-day work". Planview Portfolios is most compared with Planview PPM Pro, Broadcom Clarity PPM, JIRA Portfolio, SAP Portfolio and Project Management and Microsoft Project Server, whereas Planview ProjectPlace is most compared with Planview PPM Pro, Jira, Asana, Microsoft Project Server and Smartsheet. See our Planview Portfolios vs. Planview ProjectPlace report.
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