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PTC Windchill vs Planview Portfolios 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
Ranking in Enterprise Architecture Management
11th
Average Rating
8.0
Reviews Sentiment
6.7
Number of Reviews
63
Ranking in other categories
Project Portfolio Management (7th)
PTC Windchill
Ranking in Enterprise Architecture Management
17th
Average Rating
6.4
Reviews Sentiment
4.9
Number of Reviews
3
Ranking in other categories
Engineering Process (1st), PLM Tools (1st)
 

Mindshare comparison

As of January 2026, in the Enterprise Architecture Management category, the mindshare of Planview Portfolios is 2.3%, up from 0.9% compared to the previous year. The mindshare of PTC Windchill is 1.4%, up from 0.5% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Enterprise Architecture Management Market Share Distribution
ProductMarket Share (%)
Planview Portfolios2.3%
PTC Windchill1.4%
Other96.3%
Enterprise Architecture Management
 

Featured Reviews

it_user1684173 - PeerSpot reviewer
PM Systems Analyst at a insurance company with 5,001-10,000 employees
Increases our on-time completion rate and helps in managing the demand and capacity, and we get excellent service in terms of feature requests and support
We've been encouraging our users to manage their schedules directly in the Work and Assignments module. So far, it has been good, but we've been in conversation with the vendor product team to improve the performance of the Work and Assignments module. Right now, it is a bit slower. 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. It provides flexibility for configuring assignments, but one of the things about which we've been talking to Planview is related to certain resources that are associated with a project. When the project extends, their demand also equally goes up. There are also resources where if a particular task has to crash, it may need additional effort. So, it is between the fixed effort versus fixed duration. Planview is more duration-based. For example, if you crash a task, the system rightly thinks that you're crashing the task, and you need to finish the work by doing overtime or working additional hours. If you are taking 30 hours to finish a task in three weeks, and for whatever reason, you have to crash the task into two weeks, 30 hours need to be fulfilled within those two weeks. If the task moves to four weeks, instead of three weeks, you still have 30 hours that get distributed among four weeks, so you will be able to finish the task. That makes sense for those resources that are associated with the task, but there are certain resources, such as a project manager or project administrator, for whom when a project extends, the demand also equally goes up. So, if somebody is assigned 50% for a project, and assuming that the project is moving out by a month or two or three months, the effort shouldn't go down. Currently, the allocation goes down, and our resource managers have to go and update the effort back up to 50% or whatever the demand is. We are interacting with Planview to provide a solution. Right now, we have to go and update the additional demand because of the change in the project.
CW
Process Method and Tool Developer at ZF Group NAO
Effective lifecycle management improves with strong version control and deep integration needs
There is room for improvement in implementing features fully. The user interface is inconsistent and outdated. It appears that different departments or locations have implemented features differently, leading to inconsistency. There is a significant need for improved integration, particularly using OSLC for connecting with other tools like SAP ERP or ALM tools. The version control, while consistent, lacks flexibility regarding changes in CAD data and requires manual intervention for BOM management analysis.

Quotes from Members

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

Pros

"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 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."
"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 most valuable feature of this solution is the completeness of the standard, underlying metamodel."
"Its view into resource capacity and availability helps us to manage work. In reporting, we use this facility to help with resource capacity and availability. It also helps to see how much we are using. We derive that information from the work and resource management screen. That is very helpful."
"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."
"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.""
"The biggest impact has been the visibility into our IT assets."
"I like how the product integrates with other technical solutions."
"The strong point of Windchill is its close connection between the CAD structure and the bill of materials structure."
"The version control maintains consistent versions, which is beneficial."
 

Cons

"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."
"When we first deployed, there were some issues. We never got to the root cause of why they happened. Since we didn't have any history with it, we weren't quite sure if this was a standard operating procedure or it truly was a glitch."
"We've been using it for a while, so it's about maturity. It's about being able to build out things in Agile groups and teams and some of that. Then really trying to drive into the direction of Lean Portfolio Management and more Agile program management, I think is where we're heading."
"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."
"When I started working with Planview, I didn't know anything about project or resource management. I had to learn everything: the admin side, then the user side of it. Probably, in the beginning, I would implement in the blueprint or workshops more demos. A live demo of how the system works because we would like a little deeper dive in how the application works for us to understand what we need to provide, what we are doing, what we will be doing. Because in the beginning, it was so overwhelming, and we didn't know anything about the tool."
"The administrative tabs are very confusing, especially in terms of configuring screens and users. It's not very intuitive versus many other applications that I have worked in the past. I have to go to separate sections than I think I have to in order to get to the place that I need to adjust something."
"Configuring the UI in the content management system is too elaborate and too time-consuming."
"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."
"Some parts of the system are exclusive, so we can't work with them."
"There is room for improvement in implementing features fully."
"I would not recommend doing business with PTC regardless of the product."
 

Pricing and Cost Advice

"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."
"The licensing part is a bit costly in comparison with the other available PPM tools."
"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."
"I don't think we have necessarily purchased everything that I would have liked to have seen."
"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."
"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
"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."
"Our licensing costs are about a quarter of a million dollars per year."
"I rate PTC Windchill's pricing a seven out of ten since it is pricey."
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Top Industries

By visitors reading reviews
Manufacturing Company
15%
Financial Services Firm
9%
Healthcare Company
8%
Insurance Company
6%
Manufacturing Company
33%
Healthcare Company
9%
Construction Company
7%
Financial Services Firm
4%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business2
Midsize Enterprise2
Large Enterprise59
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...
What needs improvement with PTC Windchill?
There is room for improvement in implementing features fully. The user interface is inconsistent and outdated. It appears that different departments or locations have implemented features different...
What is your primary use case for PTC Windchill?
I am using Windchill for managing CAD data and document data, specifically for product lifecycle management.
What advice do you have for others considering PTC Windchill?
I would not recommend doing business with PTC regardless of the product. Although Windchill has a commendable core functionality, it lacks refinement and complete feature implementation. On a scale...
 

Also Known As

Planview Enterprise One, Troux
Windchill, Atego Artisan Studio, Integrity Modeler, Intralink
 

Overview

 

Sample Customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Bose, Valliant Group
Find out what your peers are saying about PTC Windchill vs. Planview Portfolios and other solutions. Updated: December 2025.
881,082 professionals have used our research since 2012.