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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
6.7
Number of Reviews
63
Ranking in other categories
Enterprise Architecture Management (12th), Project Portfolio Management (7th)
Process Street
Average Rating
10.0
Reviews Sentiment
2.0
Number of Reviews
3
Ranking in other categories
Project Management Software (135th)
 

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.
reviewer2764182 - PeerSpot reviewer
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

"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."
"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."
"The most valuable feature for me is the ease and customizability of reporting."
"We do a lot of big projects which are pretty expensive to structure the product development around and see the progress. Every time we start a project, we have to expense the spends for certain amounts. We need some baselines, like predictive versus actual."
"Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) systems, and collaboration platforms."
"The flexibility on offer is very helpful in meeting the organization's needs."
"The overall interface is very easy to use. It puts together strategy and execution across all your investments."
"It has helped improve governance, mostly. People want to know where their money's going. Projects sponsors need to know what we're spending money on and what our burn rate is. Planview can give that to you straightaway."
"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."
"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."
"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."
"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."
"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."
 

Cons

"The solution needs to be better at accepting new ideas for upcoming releases."
"The number one thing that needs improvement is the UI. It should be easy for a casual project manager. It should provide customizable screens that can be a choice for project managers to choose as a professional level, medium level, and a very easy level."
"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."
"I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting."
"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 solution is stable. However, it's so robust, there's so much data, that it has the tendency to lag."
"The resource area needs improvement. The improvements that have been made recently in the later versions have been good improvements, but I think there are some more improvements needed there."
"I would like to be able to copy and paste from Excel into work and assignments along with roles and hours, as opposed to having to type it out one by one."
"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."
"I would like to see enhanced built-in compliance reporting dashboards designed specifically for small firms."
"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 licensing part is a bit costly in comparison with the other available PPM tools."
"We are on the Flex licenses."
"The cost of other pieces and integrating them in needs improvement."
"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."
"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."
"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."
"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."
"I think all in we are at $33,000 a year and that includes Projectplace and Planview. We used to have the integration to JIRA, but we don't pay for that anymore."
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Top Industries

By visitors reading reviews
Computer Software Company
13%
Manufacturing Company
12%
Financial Services Firm
8%
Healthcare Company
8%
No data available
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business3
Midsize Enterprise2
Large Enterprise58
No data available
 

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...
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Also Known As

Planview Enterprise One, Troux
No data available
 

Overview

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Sample Customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
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