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Planview Portfolios vs RationalPlan comparison

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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 (7th), Project Portfolio Management (2nd)
RationalPlan
Average Rating
10.0
Reviews Sentiment
8.4
Number of Reviews
1
Ranking in other categories
Project Management Software (71st)
 

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.
reviewer1976010 - PeerSpot reviewer
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.

Quotes from Members

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

Pros

"The overall interface is very easy to use. It puts together strategy and execution across all your investments."
"Having that being sort of a single source of truth for the risks and for the resource forecast, that's been very useful for us."
"We're still in an early stage. Things will change as we use it more. I did program reports that are important and that will provide us with value."
"It has been one of the very good decisions the company has made."
"Planview has helped connect funding and strategic outcomes with work execution. That is the key use that we have for it. We use it to validate the work that we're doing and the funding that we need. The difference between the previous version and current version for us would be the ICPM and the way it gives us different scenarios. We can go in and build that out."
"Planview is the source of truth, enabling us to efficiently look at the budget, scope, and schedule in one consolidated place and quickly identify any variance."
"I would suggest you go with this product, instead of using other tools."
"Its ability to create summary reports across multiple projects is one of the best features. They have very good data warehousing. You can put that out. You can tell that data warehousing from Planview Enterprise One is excellent."
"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 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."
"Its view into RCCP and availability does not at all help us to manage resources; it is one of the worst features of Enterprise One where everybody in our company hates the tool and are sort of forced to use it for RCCP, some teams have moved to use other tools for the same and use E1 as recording tool only."
"Planview Portfolios can be improved by making the platform more dynamic and user-friendly, especially for non-technical users."
"The content management definitely needs to improve."
"We have almost like a third-party group who has to do a lot of our configurations. It's a bit painful for us anytime we want to make a change. The other issue is that we have different groups all in the same instance. So, if one group wants to make a change, it impacts everyone. Then, we all have to come together, to say, "Yes, we approve this change, or no, we do not." Thus, it has not been as flexible for us."
"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."
"The solution needs to be better at accepting new ideas for upcoming releases."
"The technical support is a little overworked. At least, they have been in the past year. We need them to focus on somethings from time to time. You can tell that they're really focusing on many things. It has gotten better, but I think they could still use some relief."
"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

"Our licensing costs are about a quarter of a million dollars per year."
"We have several hundred licenses. It costs us several hundred thousand dollars a 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."
"I don't think we have necessarily purchased everything that I would have liked to have seen."
"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."
"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."
"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."
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Top Industries

By visitors reading reviews
Manufacturing Company
16%
Financial Services Firm
11%
Construction Company
9%
Outsourcing Company
8%
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...
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Also Known As

Planview Enterprise One, Troux
No data available
 

Overview

 

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
Find out what your peers are saying about Broadcom, Planview, Planisware and others in Project Portfolio Management. Updated: October 2026.
920,769 professionals have used our research since 2012.