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Planview Portfolios vs Process Street 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
6.8
Number of Reviews
71
Ranking in other categories
Enterprise Architecture Management (8th), Project Portfolio Management (4th)
Process Street
Average Rating
10.0
Reviews Sentiment
2.0
Number of Reviews
3
Ranking in other categories
Project Management Software (20th)
 

Featured Reviews

Monabi Kingsley - PeerSpot reviewer
Project Manager at 3M
Centralized planning has improved resource visibility and supports data‑driven financial decisions
The best features Planview Portfolios offers are visibility enhancement, robust system performance, and comprehensive resource management. This enhanced visibility in Planview Portfolios ensures that all users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency. When discussing robust system performance, the system's robust performance in meeting our various work requirements effectively and efficiently stands out. It is very stable and reliable, contributing to a seamless user experience, which enables users to focus on their tasks without disruptions. I also love the financial breakdown, planning and prioritization, and attribute collection on projects in Planview Portfolios. Planview Portfolios has positively impacted my organization since I started using it. It has enabled me to gain insights into the full scope of work consuming resources. I am able to know where the resources are being consumed more, especially which resources are consuming the most. I have been able to leverage resources management and resource time reporting, which enabled the generation of $90 million in annual revenue through labor billing to customers.
reviewer2764182 - PeerSpot reviewer
CEO and Digital Strategy Consultant at a training & coaching company with 1-10 employees
Has improved workflow accuracy and team autonomy across multiple departments
I find several features of Process Street especially valuable. Dynamic workflow management allows me to update processes “in-flight” without causing disruption. Automation capabilities have streamlined onboarding, client delivery, and project milestones. Zapier integrations have unified multiple platforms, including ClickUp, the CRM, and Front, ensuring seamless data flow. The tool supports scalability, managing 20–30 web builds simultaneously with predictable outcomes. Its customizable templates make it easy for teams to create or adapt workflows for new clients or services. Cross-department flexibility means that it is used successfully in HR, finance, marketing, and project management. Accountability tools, such as task assignments and transparent tracking, ensure that nothing falls behind.

Quotes from Members

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

Pros

"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 resource capacity and availability have helped us to manage work by preventing us from starting work that we cannot consume."
"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."
"The overall interface is very easy to use. It puts together strategy and execution across all your investments."
"With the lifecycles, it helps us step through our processes easier. We'll take a process and create it in Visio, then we'll go and implemented in Planview. Anytime that we have to do a new process, this is what we use. We just step it through the lifecycles and the configure screens are very easy to use. The fields that you need are easy to use."
"You can definitely tell that they are listening to customers and trying to do everything they can to build the best in show product in this space."
"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."
"It provides end-to-end work management for the full spectrum of the types of work."
"Process Street is a cornerstone of Accentuate’s operational excellence; it powers every aspect of the business, from onboarding and HR to client project management and marketing execution."
"Process Street transformed Rent Builder Property Management’s operations by standardizing and automating property onboarding processes, reducing setup time by nearly 75%, and increasing tenant management efficiency by 25% through streamlined communication."
"At Planning Pros, we leveraged Process Street to eliminate manual inefficiencies and compliance risks in our daily operations, with automated client onboarding and built-in compliance checks leading to $20,000 in annual savings and faster processing completed in hours instead of days."
 

Cons

"Many times, we've had people give us attitude, delays in response, or just a lack of interest."
"Planview Portfolios can be improved as the user interface defaults to the last opened portfolio, which can waste a lot of time loading a large portfolio if that is not what I need at that moment."
"The solution out-of-the-box that we established was insufficient. We had to purchase and set up OData. I don't believe that it's a great solution out-of-the-box but eventually you can get there."
"There's still a lot of reluctance within the organization. We're not using all of the capabilities that we have today."
"The solution needs to be better at accepting new ideas for upcoming releases."
"Sometimes within the application, when you pull a report, it takes awhile performance-wise for the reports to pull up."
"Its support to legacy paying customers is something PlanView is not handling well.​ We were unable to implement due to lack of professional support by PlanView. ​"
"It would be great to see Planview incorporate agile interfacing/methods in it. Like CA Clarity and other leading PPM tools – Planview should enhance or develop the interfaces to ingrate with other market leading Agile tools."
"I would like to see enhanced built-in compliance reporting dashboards designed specifically for small firms."
"Process Street could benefit from expanded in-app analytics or deeper native integrations with CRMs and project management platforms to reduce reliance on third-party tools such as Zapier."
 

Pricing and Cost Advice

"The cost of other pieces and integrating them in needs improvement."
"We have several hundred licenses. It costs us several hundred thousand dollars a year."
"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."
"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."
"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."
"Our licensing fees are approximately $50,000 USD annually."
"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."
"We are on the Flex licenses."
Information not available
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Top Industries

By visitors reading reviews
Manufacturing Company
15%
Construction Company
10%
Financial Services Firm
10%
Healthcare Company
6%
No data available
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business2
Midsize Enterprise4
Large Enterprise66
No data available
 

Questions from the Community

What is your experience regarding pricing and costs for Planview Portfolios?
My experience with pricing, setup cost, and licensing has been that Planview Portfolios is one of the best and a very cost-effective tool.
What needs improvement with Planview Portfolios?
Planview Portfolios can be improved as the user interface defaults to the last opened portfolio, which can waste a lot of time loading a large portfolio if that is not what I need at that moment. J...
What is your primary use case for Planview Portfolios?
My main use case for Planview Portfolios is to ensure governance and decision auditability by incorporating embedded workflows, approval management, and key document retention supporting a single c...
What is your experience regarding pricing and costs for Process Street?
Process Street has proven to be a high-value investment. It delivers efficiency and automation at a fraction of the cost of comparable enterprise workflow tools. The return on investment is evident...
What needs improvement with Process Street?
Process Street could benefit from expanded in-app analytics or deeper native integrations with CRMs and project management platforms to reduce reliance on third-party tools such as Zapier.
What is your primary use case for Process Street?
I use Process Street to streamline, standardize, and automate workflows across all business functions, including web development, marketing delivery, HR, and onboarding. This enables Accentuate Web...
 

Also Known As

Planview Enterprise One, Troux
No data available
 

Overview

 

Sample Customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Information Not Available
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