Planview Portfolios vs RationalPlan comparison

Planview and RationalPlan are both solutions in the Project Portfolio Management category. Additionally, 91% of Planview users are willing to recommend the solution, compared to 100% of RationalPlan users who would recommend it.

Planview Portfolios

Read 71 Planview Portfolios reviews

6,053 Views
2,542 Comparison Views

91% willing to recommend

RationalPlan

Read 1 RationalPlan review

764 Views
588 Comparison Views

100% willing to recommend

Planview Portfolios

RationalPlan

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Executive Summary

We performed a comparison between Planview Portfolios and RationalPlan based on real PeerSpot user reviews.

Find out what your peers are saying about Broadcom, Planisware, monday.com and others in Project Portfolio Management.

To learn more, read our detailed Project Portfolio Management Report (Updated: May 2026).

Buyer's Guide

Project Portfolio Management

May 2026

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Helped 899,645 peers since 2012

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

Ranking in other categories

Enterprise Architecture Management (9th), Project Portfolio Management (4th)

RationalPlan

Average Rating

10.0

Reviews Sentiment

8.4

Number of Reviews

Ranking in other categories

Project Management Software (67th)

Featured Reviews

Monabi Kingsley

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.

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reviewer1976010

President at Jam Works LLC

Easy to understand with fair pricing and lots of unique features

We use the desktop version of RationalPlan, and It seems some desktop software has the ability to share a document as a web view. This would be a nice feature allowing us to share our plans with clients without needing additional software. This may be something that is offered in the RationalPlan cloud plan. However, it would be nice for the desktop version to have this ability to bring it one more step ahead of the competition. As a side note, RationalPlan does have a free viewer as well.

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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

"Our reporting is much better, there is much more visibility on projects, schedules, tasks, and in our milestones, and now we have a consistent way of reporting out to the committees and getting all of our schedules and milestones."

"This is giving us huge flexibility to accommodate the company's needs."

"I would say it works really well for forecasting remaining effort, especially in terms of forecasting the dollar amounts. We've gotten pretty good at adjusting rates because we have a lot of contract workers."

"Our transparency is increasing a lot. It is helping us to get people together. There are no dark rooms anymore. In some areas or concepts, we want to add more light to every single concept. That's the big impact that the tool is having. It allows conversations between people."

"The most valuable features are scheduling, resource management, and, from a project perspective, the functions like issues that change orders. They are valuable because, from a project management perspective, we use the workflows that we build for project management and do active risk management and issue management for the projects that we want for our agencies."

"The solution view into resource capacity and availability helps us to manage work."

"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 biggest impact has been the visibility into our IT assets."

More Planview Portfolios pros

"RationalPlan has been very helpful in planning projects and resources through our shop and in communicating with clients on project timelines."

"Support is top-notch whenever help is needed."

Cons

"The scheduling's kind of clunky in terms of its ability for us to see what stage work is at. They could have done better with that. It can be difficult to use."

"While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data visualization options, predictive analytics features, and customizable dashboards to provide deeper insights into project performance and trends."

"There are some issues with how long it takes to load the data to Planview, It just depends on what your setup is. If there was a way Planview could maybe make the loading faster, in case you do have a lot of things going on with your setup."

"The out-of-the-box reports, as far as I can tell, are weak. We've had to build a lot of reports using Power BI, which we connected to it."

"Planview Portfolios integration with Power Apps is an area where there is still opportunity for improvement."

"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."

"Its ability to create summary reports across multiple projects is very limited. In terms of the out-of-the-box reporting for summary reports, the reporting that we typically leverage is around forecasting for resources, timesheets, and actuals, and just looking at what is the capacity. There is no real summary of what work is being done and how work is being accomplished. So, what we typically do is that we get a copy of the data files from Enterprise One daily, and then we have a team that manages the data mod outside of Enterprise One. They use data from Enterprise One as well as other additional sources to provide the reporting that we share with the management. So, we leverage a lot of Enterprise One data for reporting, but we don't use the reporting capabilities within Enterprise One. So, reporting can be improved, and they could help us make more customized reporting. I know it is very configurable out of the box, but we have to leverage an outside data mod that pulls in a lot of data from Enterprise One. So, the reporting function, and being able to customize reports, is the area that could be very beneficial."

"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."

More Planview Portfolios cons

"We use the desktop version of RationalPlan, and It seems some desktop software has the ability to share a document as a web view. This would be a nice feature allowing us to share our plans with clients without needing additional software. This may be something that is offered in the RationalPlan cloud plan."

Pricing and Cost Advice

"The cost of other pieces and integrating them in needs improvement."

"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."

"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."

"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."

"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."

"We are on the Flex licenses."

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

More Planview Portfolios pricing and cost advice

Information not available

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Top Industries

By visitors reading reviews

Manufacturing Company

16%

Financial Services Firm

10%

Construction Company

Marketing Services Firm

No data available

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	2
Midsize Enterprise	4
Large Enterprise	66

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.

See all answers

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...

See all answers

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...

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Compared 45% of the time

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Compared 25% of the time

Planisware vs RationalPlan

Compared 16% of the time

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Product Reports

Buyer's Guide

Planview Portfolios

May 2026

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Buyer's Guide

Project Management Software

May 2026

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Also Known As

Planview Enterprise One, Troux

No data available

Overview

Planview Portfolios empowers executives, finance, and portfolio leaders by enhancing strategic investments, improving market responsiveness, and connecting strategy and execution for optimal visibility.

Planview Portfolios offers comprehensive strategic and project portfolio management to organizations. Automating and scaling these processes, it enhances speed-to-value, aligns strategic objectives with execution, and connects business and technology planning for optimal funding and resource capacity. Users gain end-to-end visibility, track progress, and improve decision-making by utilizing integrated financial and capacity planning.

What key features does Planview Portfolios offer?

Strategic Alignment: Aligns objectives and OKRs with execution to ensure strategic goals are met.
End-to-End Visibility: Tracks performance across the organization to support timely decision-making.
Dynamic Planning and Funding: Utilizes scenario modeling for flexible strategic investment funding.
Flexible Capacity Planning: Balances programs and staffing levels against available capacity.
Connected Technology Strategy: Aligns technology investments with strategic digital initiatives.
Adaptive Program Management: Manages dependencies, risk, and progress through integrated planning.

What benefits can users find in reviews of Planview Portfolios?

Workflow Efficiency: Enhances efficiency by minimizing bottlenecks and optimizing execution.
Improved Decision-Making: Provides comprehensive insights for better informed strategic decisions.
Financial Insights: Offers detailed financial tracking across projects for greater transparency.
Organizational Agility: Increases productivity and adaptability through a unified platform.

Planview Portfolios is implemented across projects in industries requiring strategic planning, resource allocation, and financial tracking. Organizations manage project lifecycle and integration with ERP systems on a centralized platform, utilizing customizable workflows and reporting tools to enhance efficiency and streamline team processes.

Planview

RationalPlan is a versatile project management software tailored for professionals in diverse sectors seeking effective planning, monitoring, and execution of projects.

RationalPlan is designed to assist managers in maintaining complete control over project timelines, resources, and budgets. It supports various industry-specific requirements, offering capabilities like task scheduling, resource allocation, risk management, and financial tracking. With a user-friendly interface, it simplifies complex project management tasks while enhancing overall productivity and efficiency. Its compatibility with Mac, Windows, and Linux systems makes it accessible to a wide user base.

What are the key features of RationalPlan?

Multi-project management: Handle interrelated projects and dependencies efficiently.
Gantt Chart Monitoring: Keep track of project schedules and milestones clearly.
Resource Management: Optimize resource allocations to prevent overloading.
Risk Management: Identify and mitigate potential project risks early on.
Financial Estimations: Manage budgets and forecast financial outcomes accurately.

What benefits can users expect?

Improved Efficiency: Streamline project management tasks and enhance productivity.
Cost Savings: Optimize resource use to reduce project costs.
Time Management: Meet deadlines with precise scheduling and tracking features.
Enhanced Collaboration: Facilitate teamwork with easy information sharing.

RationalPlan is widely used in industries such as construction, IT, and consulting where precise project tracking and resource allocation are crucial. It adapts well to industry-specific workflows, providing tools that cater to the unique demands of each sector. RationalPlan’s implementation helps professionals deliver projects on time and within budget.

RationalPlan

Sample Customers

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

James Cook University, NASA, Dana-Farber Cancer Institute, Teleflex, Garmin, University of Missouri, BEA, Eurocoating, Adidas Group, Termoemcali, Solid Power

Buyer's Guide

Project Portfolio Management

May 2026

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Find out what your peers are saying about Broadcom, Planisware, monday.com and others in Project Portfolio Management. Updated: May 2026.

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