Planview Portfolios vs Procore Project Management comparison

Planview Portfolios vs. Procore Project Management

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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

Ranking in other categories

Enterprise Architecture Management (14th), Project Portfolio Management (8th)

Procore Project Management

Average Rating

9.0

Reviews Sentiment

7.9

Number of Reviews

Ranking in other categories

Project Management Software (20th)

Featured Reviews

Mark Hillman

Global Head of Portfolio Management at a wholesaler/distributor with 1,001-5,000 employees

User-friendly interface, but the reporting could be improved

The reporting is poor and requires improvement. The tiles and exception-based activities in the application are sufficient to get by. However, when it comes to producing executive reports, MI reports, or any other type of reporting, we must exit Planview and work offline. We have been working with them to improve on that, as well as using some of the Power BI capabilities that have been available for a while, but it's still more difficult than it should be. In the next release, I would like to be able to use the data in the tool to gain insight much more easily.

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Richard Davies

Branch Manager at a construction company with 501-1,000 employees

Effective project coordination bridges field and office with real-time updates

It helps with project management. All the drawings and any changes to the drawings are uploaded to ensure that my team is looking at the most current versions. There is also reporting, allowing for the creation of reports in the field, including pictures and safety reports. You name it The…

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Quotes from Members

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

Pros

"I like that it's an enterprise environment. I can look across everything that's going on and have a sense of what is going on within the organization."

"It has been effective for our delivery. It's given us much better visibility into what is being delivered and when."

"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."

"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."

"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.""

"I like that everyone is able to see the same data. All of our users who aren't just time reporters have read access to all the data that is out there. So, it is one source of truth where everybody can go in and see the exact same data that everybody else sees. It is transparent."

"The Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."

"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."

More Planview Portfolios pros

"Other companies have been using it for years, and it is a very stable platform."

"The financial side of Procore Project Management is better."

"The coordination between the field and the office without the need to print or physically transport drawings is very valuable."

Cons

"Support is still a challenge. We find it challenging more due to the responsiveness and getting a case or ticket assigned to an analyst. That's what I was just doing. I was following up on an email that we opened last week. We haven't heard anything, so following up on that."

"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."

"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."

"The only area that I can see currently needing improvement is just the modernization of the look and feel of it."

"Recently, we have gotten on a newer version. We're currently on version 15. Some of the things that we've been running into roadblocks on, it looks like the solutions will be coming out in versions 17 or 18. So, we have to upgrade before somethings can get completed."

"It is a bit of a rigid system."

"The financial piece of the tool could be better. While it may have to do with the complexity of the work that we do, it seems that the tool should be able to drill down a bit deeper into the financial area."

"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."

More Planview Portfolios cons

"It is not entirely intuitive, so there are areas for improvement."

"It would be nice if the tool can reduce its operational cost. It would make it more competitive."

"It takes time to use it. It is not entirely intuitive, so there are areas for improvement."

Pricing and Cost Advice

"Our licensing fees are approximately $50,000 USD annually."

"The licensing part is a bit costly in comparison with the other available PPM tools."

"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 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."

"Our licensing costs are about a quarter of a million dollars per year."

"I don't think we have necessarily purchased everything that I would have liked to have seen."

"We have several hundred licenses. It costs us several hundred thousand dollars a year."

"We are on the Flex licenses."

More Planview Portfolios pricing and cost advice

"The tool is cheap and I would rate it a ten out of ten."

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Top Industries

By visitors reading reviews

Financial Services Firm

16%

Manufacturing Company

15%

Computer Software Company

14%

Healthcare Company

Real Estate/Law Firm

12%

Construction Company

11%

Energy/Utilities Company

11%

Government

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

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 is your experience regarding pricing and costs for Planview Portfolios?

Planview Portfolios is not too expensive. You get what you paid for.

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 do you like most about Procore Project Management?

The financial side of Procore Project Management is better.

What is your experience regarding pricing and costs for Procore Project Management?

The tool is cheap and I would rate it a ten out of ten.

What needs improvement with Procore Project Management?

I couldn't say what can be improved. I really don't use it that much yet. We are still growing into it. Other people in my company use it far more and are more advanced with it.

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Product Reports

Planview Portfolios

Download Planview Portfolios product report

Project Management Software

Download Procore Project Management product report

Also Known As

Planview Enterprise One, Troux

No data available

Overview

Planview Portfolios offers a comprehensive platform for managing IT, project and resource management, along with strategic planning. The tool focuses on optimizing resource allocation and financial analysis, supporting global operations.

Organizations use Planview Portfolios to streamline project tracking from inception to completion, enhancing strategic alignment with corporate objectives. The tool integrates with platforms like JIRA to provide seamless workflows and supports critical business processes, including budgeting and capacity planning. Teams benefit from customized configurations and robust reporting, further supporting effective decision-making. Despite its strengths, improvements are sought in navigation, documentation, and integration capabilities.

What are the key features?

Customizable interface: Allows personalization to meet specific needs.
Comprehensive resource and financial management: Enables detailed tracking and analysis.
Robust reporting: Provides extensive data insights.
Integration with Power BI: Enhances data access for stakeholders.
Resource and capacity planning: Optimizes workforce allocation.

What benefits should users expect?

Improved strategic alignment: Supports better decision-making.
Increased operational efficiency: Streamlines project management.
Enhanced resource optimization: Ensures optimal use of workforce.
Better financial insights: Allows precise budget tracking.

In industries like IT and project management, Planview Portfolios supports complex portfolio handling, ensuring visibility across global operations. Companies in these sectors leverage its strategic planning tools for strategic alignment and resource management, integrating with existing systems for improved process efficiency.

Planview

Procore Technologies, Inc. provides cloud-based construction software to clients across the globe. Using its award-winning suite of project management tools, hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.

Procore Technologies

Sample Customers

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

Consigli,Doran,Harvey,HITT,Mortenson construction,Robins and Morton

Planview Portfolios vs. Procore Project Management