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

7,199 Views
3,024 Comparison Views

91% willing to recommend

RationalPlan

Read 1 RationalPlan review

898 Views
691 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 Planisware, monday.com, Broadcom and others in Project Portfolio Management.

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

Buyer's Guide

Project Portfolio Management

July 2026

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Helped 908,800 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 (8th), Project Portfolio Management (4th)

RationalPlan

Average Rating

10.0

Reviews Sentiment

8.4

Number of Reviews

Ranking in other categories

Project Management Software (72nd)

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

"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."

"Whenever we have issues, there is always someone ready to help us. Their people are knowledgeable and responsive. They get to tickets quickly. Just three or four weeks ago, we were having issues with getting data into Planview. We submitted a ticket and the turnaround was probably 45 minutes to get a response."

"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."

"On a personal level, I actually like Planview Enterprise One, because I know how to use the tool pretty well."

"Planview Portfolios has been the perfect project management tool for me to manage the entire project life cycle from a centralized source, ensuring controlling, tracking, and delivering projects on time within an agreed budget and time frame."

"Enterprise One improves our monthly portfolio and resource capacity planning and forecasting and improves the visibility of the resource capacity and the team's capacity to take on new work."

"We are able to take up the right work and invest in the highest value ideas."

"I love Planview Portfolios because it has better integration with reporting and other systems compared to the alternatives I had before."

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

"Even though Enterprise One is easy and user-friendly, it could provide better training like a demo. Providing more tutorials or sessions would really help."

"Our challenge will be this tool is complex. It is not necessarily easy to start and learn from the beginning. How do you get people who are not professionals to adopt it, use it, and not be mean about it?"

"Some of the out-of-the-box reporting is not immediately useful and although it can be configured or customized, there are still improvements that can be made."

"One area where Planview Portfolios could be improved is the reporting module, which needs to be more flexible as it is not easy to switch between data representations easily."

"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."

"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."

"The solution out-of-the-box that we established was insufficient. We had to purchase and set up OData. I don't believe that it's a great solution out-of-the-box but eventually you can get there."

"Our version is definitely set up a bit more waterfall world. It would be better if some of the agile features were more in the standard product."

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

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

"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."

"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."

"We are on the Flex licenses."

"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."

More Planview Portfolios pricing and cost advice

Information not available

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Top Industries

By visitors reading reviews

Manufacturing Company

15%

Construction Company

10%

Financial Services Firm

10%

Healthcare Company

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.

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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...

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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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Comparisons

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Compared 9% of the time

OpenText Project and Portfolio Management vs Planview Portfolios

Compared 5% of the time

Planview PPM Pro vs Planview Portfolios

Compared 4% of the time

Microsoft Project Server vs Planview Portfolios

Compared 4% of the time

MEGA HOPEX vs Planview Portfolios

Compared 3% of the time

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monday.com vs RationalPlan

Compared 33% of the time

Planview PPM Pro vs RationalPlan

Compared 28% of the time

Planisware vs RationalPlan

Compared 15% of the time

Aurigo Masterworks vs RationalPlan

Compared 9% of the time

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Product Reports

Buyer's Guide

Planview Portfolios

July 2026

Download Planview Portfolios product report

Buyer's Guide

Project Management Software

July 2026

Download RationalPlan product report

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

July 2026

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

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