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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

"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."
"The biggest impact has been the visibility into our IT assets."
"The most valuable features are the control and visibility that you have for portfolio management in terms of projects and capacity planning for resources along with strategies and outcomes, etc. It's so easy to access information for sharing analytics and reporting."
"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."
"The solution view into resource capacity and availability helps us to manage work."
"The most valuable feature for me is the ease and customizability of reporting."
"Another good thing is that we can create custom reports, which is great. If I created a custom report, a tile that tells me how many people have logged in today. We currently have a little under 2000 users, and that's only users, we actually have integrations, that we created a custom form that sends hours directly to Planview. They're not using Planview directly, but they're sending their hours to Planview through an API."
"Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool."
"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

"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."
"When we implement a release, we find numerous bugs and we have to have hot-fixes and patches put in on top of whatever we're testing at the time."
"I would rate the technical support just slightly below poor."
"User information and resource information in Planview Portfolios are separate."
"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."
"We are not very happy with the customer service. This is one of our main pain points. It doesn't cover the entirety of customer service, as there are reps who are really great and we've had good experiences. Many times, we've had people give us attitude, there was a delay in the response, or just a lack of interest. This got to the point where if there was a problem, we would rather try to solve it ourselves then call customer support."
"Their off-shore support is something new that they're laying out and the team just needed some development in terms of skill and experience."
"Visualization and reporting areas could use improvements by having canned reports."
"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

"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."
"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."
"We have several hundred licenses. It costs us several hundred thousand dollars a year."
"Our licensing costs are about a quarter of a million dollars per year."
"We are on the Flex licenses."
"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."
"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."
"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
Information not available
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Top Industries

By visitors reading reviews
Manufacturing Company
16%
Financial Services Firm
10%
Construction Company
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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