Planview Portfolios vs SAP Portfolio and Project Management comparison

Planview Portfolios vs. SAP Portfolio and 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

Ranking in Project Portfolio Management

8th

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (14th)

SAP Portfolio and Project M...

Ranking in Project Portfolio Management

9th

Average Rating

8.8

Reviews Sentiment

6.1

Number of Reviews

Ranking in other categories

No ranking in other categories

Mindshare comparison

As of May 2025, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 7.5%, up from 6.7% compared to the previous year. The mindshare of SAP Portfolio and Project Management is 6.9%, up from 6.7% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management

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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Nalin Kumar

Quality Assurance Group Lead at Samsung

End-to-end project management capabilities and offers seamless vendor and client contract alignment

The system is old, so there are several issues that arise when we fetch data from integrated systems. Sometimes the data gets stuck, and there are instances where we need to access multiple pieces of information simultaneously. This creates problems that I have personally experienced. Therefore, these aspects need to be much more free-flowing and seamless. If something gets stuck, it takes time to resolve, and during the contract phase, we have Service Level Agreements (SLAs). If those SLAs are breached, it becomes problematic. Given that there are approximately 3000 projects running concurrently worldwide, utilizing the system with a vast database and numerous activities taking place. It could benefit from decentralization. Currently, it operates as a central system, but if it could be centralized for specific subsidiaries, it would be easier for us to manage.

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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

"Enterprise One has enabled us to eliminate Excel. We don't track financials anymore in an Excel format, which the company was doing before. Even now, being a new portfolio manager four months in, I'm able to just pick up my project. I'm able to see where I am right now. That improvised it to be more automated. The only missing part is the integration between tools. I'm not able to see my full schedule, but I know what are my important milestones are like watching the financials and all that stuff."

"The financial planning capabilities are very useful. We have integration for an SAP system, and so we load financial data from SAP into Planview for prior months. And then we use the forecasting capabilities to get a complete picture of the cost of a specific project. The financial management is very useful."

"We've brought our portfolio altogether. We have had multiple ways of reporting out what our portfolio is, whether it's in Excel, Word, or in different places. We brought all of our projects together in one place. That has worked out well for us. We've been able to manage the work on Gantt charts and our resources better. The big thing for us on research and development is around managing people's time, on which projects they are working on, and how much effort does it take to launch our projects."

"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."

"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."

"It has helped improve governance, mostly. People want to know where their money's going. Projects sponsors need to know what we're spending money on and what our burn rate is. Planview can give that to you straightaway."

"The resource management and assignment features are valuable. The timesheet management is also valuable because that is a requirement for us. So, the ability to see timesheet forecasting and timesheet actual submission from resources has been very useful and valuable to us."

"The most valuable feature of this solution is reporting."

More Planview Portfolios pros

"The integration portion with SAP models is valuable."

"SAP is gradually introducing more flexibility and customization options to the system, allowing users to adapt it to their specific needs."

"It improves productivity, cash flow management, and inventory control for clients."

Cons

"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."

"The solution is stable. However, it's so robust, there's so much data, that it has the tendency to lag."

"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."

"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."

"The biggest room for improvement are the scripted dialogues. The scripted dialogues are a logic that you set up to force a certain workflow or process to happen. It's very old in respect that there are no clauses that you can apply to that logic. That definitely can use a lot of room for improvement."

"I would suggest for the request module that they open up the fields and columns so it's like we are doing our work in the work module. You can't do that with today. We also have to make sure that the fields can go both ways with the request and work modules. Including fields in the column sets would be helpful, because today they only use attributes."

"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."

More Planview Portfolios cons

"The system is old, so there are several issues that arise when we fetch data from integrated systems. Sometimes the data gets stuck, and there are instances where we need to access multiple pieces of information simultaneously."

"The platform's support structure needs improvement."

"It would be valuable if SAP integrated seamlessly with some products like Jira and Bitbucket."

Pricing and Cost Advice

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

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

"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."

"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."

"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."

"We are on the Flex licenses."

"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."

More Planview Portfolios pricing and cost advice

"The product pricing varies based on whether the client is new or existing and the complexity of their business processes."

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Top Industries

By visitors reading reviews

Manufacturing Company

16%

Financial Services Firm

16%

Computer Software Company

14%

Healthcare Company

Energy/Utilities Company

16%

Manufacturing Company

12%

Computer Software Company

10%

Retailer

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 needs improvement with SAP Portfolio and Project Management?

The platform's support structure needs improvement.

What is your primary use case for SAP Portfolio and Project Management?

We use it for end-to-end project management as per the received requirements. There is a customized module called the Project Management System (PMS) where we receive the requirements. Once a requi...

What do you like most about SAP Portfolio and Project Management?

SAP is gradually introducing more flexibility and customization options to the system, allowing users to adapt it to their specific needs.

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Product Reports

Planview Portfolios

Download Planview Portfolios product report

Project Portfolio Management

Download SAP Portfolio and Project Management product report

SAP Portfolio and Project Management report

Also Known As

Planview Enterprise One, Troux

Portfolio and Project Management

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

Portfolio Management integrates information from existing project management, human resources, and financial systems to provide an overview of the project portfolio with easy drilldown to details for portfolio managers, project managers, and resource managers. This enables innovative and collaborative, cross-functional business processes. Project Management covers the entire range of project management activities in development and consultancy projects, from planning to implementation to project completion.

SAP

Sample Customers

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

Joy Global Inc., Citrix, EMC Corporation, Concho Resources, Concho Resources, RZD Russian Railways, Family Dollar Stores Inc., Lenovo

Planview Portfolios vs. SAP Portfolio and Project Management