Planview Portfolios vs Smartsheet comparison

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Planview Portfolios

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Executive SummaryUpdated on Nov 4, 2024

Planview Portfolios and Smartsheet compete in the project management software category. Smartsheet seems to have an upper hand with its flexible, user-friendly interface and robust real-time collaboration features which are appealing in various organizational settings.

Features:Planview Portfolios is known for its comprehensive resource management and strategic alignment, offering advanced reporting capabilities and extensive customization options. However, it lacks built-in templates which complicates initial onboarding. Smartsheet stands out with its project customization, Gantt charts, task dependencies, and real-time collaboration. Its intuitive dashboards and automation capabilities significantly aid project management and organizational communication.

Room for Improvement:Planview Portfolios could benefit from a more flexible and intuitive UI, better Agile tool integrations, and enhanced customer access to guides. It also faces challenges with reporting flexibility and support responsiveness. Smartsheet can improve in real-time collaboration, dashboard interactivity, and security options. Users suggest refining API integrations and automation features for better productivity.

Ease of Deployment and Customer Service:Planview Portfolios supports various deployment models including public, private, and on-premises but receives mixed reviews in customer service due to personnel turnover. It shows strengths in comprehensive support systems and documentation. Smartsheet excels in public and hybrid cloud environments, noted for straightforward configuration yet faces inconsistencies in customer service, highlighting a need for proactive support measures.

Pricing and ROI:Planview Portfolios is considered costly, justified by its extensive features, providing ROI through strategic management. Its FLEX licensing offers adaptability, though over-purchasing and high consultant costs present issues. Smartsheet offers competitive tiered pricing suitable for various organizational levels, allowing scalable access with free collaborators and licensed users. Some users find it costly for extensive automation and customization, though its low-cost entry provides flexibility.

To learn more, read our detailed Planview Portfolios vs. Smartsheet Report (Updated: September 2025).

Planview Portfolios vs. Smartsheet

September 2025

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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

7th

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (13th)

Smartsheet

Ranking in Project Portfolio Management

3rd

Average Rating

8.0

Reviews Sentiment

7.1

Number of Reviews

Ranking in other categories

Project Management Software (5th)

Mindshare comparison

As of September 2025, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 7.2%, up from 5.9% compared to the previous year. The mindshare of Smartsheet is 8.7%, up from 7.5% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management Market Share Distribution
Product	Market Share (%)
Smartsheet	8.7%
Planview Portfolios	7.2%
Other	84.1%

Project Portfolio Management

Featured Reviews

EduardoMaya

Project Office Manager at Hoteles City Express

A solution that gives you all the information you need to plan detailed projects

The initial setup was just a little complex. I rate the initial setup a seven out of ten. Deploying the solution took two weeks. While deploying the solution, we had two instances, one for the IT team and one for the business team. And we had to connect the two and explain things to the team. Only two people were needed to deploy the solution, me and another person.

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PaulDiaz

Project Manager at Amgen

Needs to improve baselines and changing dates can be frustrating

I like the dashboarding feature best, as it lets me assemble a workspace with source sheets, dashboards, and reports simultaneously. The standard reports and worksheets are most useful for team collaboration. People look at dashboards during presentations, but they go to the sheets to update projects, add comments, or make notifications. It's automated, so changes come to me or whoever needs to see them. I can send notifications from specific line items. The worksheet is key for tracking project progress, though we track it at a higher level rather than detailed work breakdown structures. Subject matter experts say when they'll deliver things, and that's what we track.

Read full review

Quotes from Members

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

Pros

"The biggest impact has been getting all these global groups into one space so we can even have intelligent conversations about what are we trying to accomplish. Before, it was just different regions doing whatever. Now, we're all talking the same language, and that's good."

"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 portfolio management gives you a view of all the projects as well as all the information about the total amount of effort, time, and cost being spent on the projects. It gives the organization how much money and effort should be spent towards projects so they can budget and do better capacity planning in the next fiscal year. It gives them visibility into their resources and if they have capacity."

"We can view a project both at the top level and dig into the particularities. It's given us greater visibility into the work itself."

"We use expenditures quite a bit. We put in forecast expenditures and then we actualize them below the line in the little box in the bottom tray. Being able to track the project with relevant milestones is also valuable. Milestones are valuable because it helps us to keep the project on track. The expenditures are valuable because we need to be able to understand expenses that are beyond the regular resources in the projects."

"It gives us flexibility in configuring assignments. We can do both Agile Teams and non-Agile Teams. This flexibility affects our ability to meet our company's particular needs by allowing us to work in a hybrid model, some Agile Teams, and some non-Agile Teams."

"The most valuable features are the control and visibility that you have for portfolio management in terms of projects and capacity planning for resources along with strategies and outcomes, etc. It's so easy to access information for sharing analytics and reporting."

"I like that everyone is able to see the same data. All of our users who aren't just time reporters have read access to all the data that is out there. So, it is one source of truth where everybody can go in and see the exact same data that everybody else sees. It is transparent."

More Planview Portfolios pros

"What I appreciate best about Smartsheet is the straight Gantt chart and its flexibility."

"We like Smartsheet's workflows, automation, and low-code capabilities. I don't know of any other project management tool with low-code functionality designed for project managers."

"The management aspect is the most valuable. You can also prioritize tasks and then view tasks by priorities as passports."

"The most valuable feature of Smartsheet is it can be highly customized."

"Smartsheet is easy to use."

"I prefer Smartsheet for its flexibility."

"Their support is awesome. We are on an enterprise plan and there is a customer success at Smartsheet and anyone from our licensed users can just send an email to them and they respond as soon as possible."

"The dashboard and the layouts are quite good."

More Smartsheet pros

Cons

"It is a bit of a rigid system."

"The content management definitely needs to improve. We don't really use content management for projects inside Enterprise One. We have actually switched to a SharePoint site. We have a feed from Enterprise One every night of all the projects that are created."

"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."

"The outcome management and work resource management in terms of teams needs improvement. Team handling, how team requirements are generated, and how the resource managers can work with teams needs to be improved."

"There can be improvement on the sense of urgency because a lot of times we've exhausted everything that we can, and now, we're reaching out. So, it isn't a, "Well, have you tried to reboot this?" We've already done everything. Once we put in a ticket, there should be more of a sense of urgency on it."

"One big issue we have been having during our annual planning is that only the creator of a portfolio can edit it. This means that only the creator of a portfolio can edit which projects are included or excluded in it."

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

"It could do with a quicker response time for some reports or portfolios."

More Planview Portfolios cons

"The product must include more modules for project management."

"I would like if Smartsheet allowed more formulas in its sheets. I don't think working with formulas is as intuitive as it is in Excel. I use Vlookups and index matches in some of my sheets, and I had to find an outside consultant to help me build out those formulas."

"It already has a really powerful Export to Excel feature, but it can have an Excel add-on. The way to set up single sign-on wasn't too easy in the beginning, and it was hard to get hold of customer service. They should make it easier to set up SSO. Smartsheet's customer service also definitely needs to be improved."

"A room for improvement I found in Smartsheet is the view, as it's currently row-wise. I should have the opportunity to view a full scale, top down list instead of just a column driven list. I shouldn't have to go just left or right. I should be able to view it top down."

"If there was some way to store more complex files in the system, or if there was a back-end structure where you could store files, that would be ideal."

"There isn't much automation at this time."

"Asana has a modern look and feel, particularly its agile project management interface featuring movable cards between columns."

"The long-term timelines could be improved, especially the visuals on the projection Gantt chart."

More Smartsheet cons

Pricing and Cost Advice

"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."

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

"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."

"We are on the Flex licenses."

"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."

"I don't think we have necessarily purchased everything that I would have liked to have seen."

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

"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."

More Planview Portfolios pricing and cost advice

"The solution is too expensive."

"There would be more extensive usage if the solution were cheaper. It's really expensive right now, and that's why we provide a few licenses for admins. The rest of them are just users without admin privileges."

"I would assume there is a licensing fee. I don't think that it is free."

"The tool's monthly fee is 25 dollars, which is within the range of most cloud-based project management tools. I rate the tool's pricing a five out of ten."

"I pay $ 120 or $ 128 a month for two to three users."

"Smartsheet can be low-priced, with personal subscriptions around eight dollars a month, but I imagine it gets pricier for enterprise systems. Microsoft Project can be more expensive."

"For a normal license, like the one I had: I had my own Smartsheet because I wanted to play with it and I didn't want to mess with what I was doing in Verizon, so I paid $200 monthly, and it gave me all the same functionalities, so I could do whatever I wanted for $200. The problem is if you have anyone else working on it or deploying on it, it's $200 a month for every single person who's deployed on it, that's working on it as an owner or an administrator, so owners and administrators are the only ones who can change, edit, and add data to worksheets and columns. Depending on the size of your organization, Smartsheet can be costly. As for implementing its Control Center, Smartsheet forces you to have three people come in: it's a minimum of three people from Smartsheet for three months who will provide you the solutions for the Control Center side, and that's $150 an hour, so it can become very expensive. For my company, not having the Control Center would save on the setup fees and then the $20,000 a year, because the Control Center of Smartsheet is a yearly subscription of $20,000."

"I believe a licensed user costs between 300 to 400 euros."

More Smartsheet pricing and cost advice

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Top Industries

By visitors reading reviews

Computer Software Company

13%

Manufacturing Company

12%

Financial Services Firm

10%

Healthcare Company

Manufacturing Company

13%

Government

10%

Healthcare Company

University

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	3
Midsize Enterprise	2
Large Enterprise	58

By reviewers
Company Size	Count
Small Business	19
Midsize Enterprise	2
Large Enterprise	22

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...

Has anyone moved from Microsoft Project to Smartsheet? How has your experience been with Smartsheet?

Hi @Eire Zimmermann, I helped an organization evaluate both MS-Project and Smartsheet when they were conducting their PM tool RFP. The short of it is this, MS Project is not caught up with the mo...

What do you like most about Smartsheet?

The tool creates shareable dashboards. These dashboards allow us to display project deliverables' status, their position in the queue, expected delivery timelines, and more. The best part is that t...

What is your experience regarding pricing and costs for Smartsheet?

The pricing is great and reasonable enough that I maintained my copy and bought it for my team independently.

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Product Reports

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Planview Portfolios

August 2025

Download Smartsheet product report

August 2025

Also Known As

Planview Enterprise One, Troux

No data available

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

Smartsheet is a dynamic platform with features like real-time data sharing, Gantt charts, and integration with Jira and Microsoft Teams, offering valuable tools for efficient task management.

Smartsheet combines Excel-like functionality with cloud accessibility, making it efficient for tracking, reporting, and workflow management. Users benefit from its scalability and robust security, making it ideal for enterprise-level projects. However, improvements in data visibility, real-time collaboration, and user-friendliness can enhance its utility. Customizable dashboards, project management features, and seamless integrations offer great flexibility, though there is a demand for better automation, API enhancements, and new templates.

What are Smartsheet's most important features?

Real-time Data Sharing: Facilitates seamless collaboration between users.
Project Management Tools: Includes Gantt charts and task prioritization for efficient project tracking.
Integration: Works with major platforms like Jira and Microsoft Teams for comprehensive data flow.
Automation Capabilities: Reduces manual work with robust automation functionalities.
Customizable Dashboards: Allows users to tailor dashboards to meet specific needs.

What benefits or ROI should users look for in reviews?

Efficiency: Streamlines workflows with tools that enhance project tracking and collaboration.
Scalability: Supports growing enterprise demands with its scalable architecture.
Security: Provides robust, secure environments for data management.
Adaptability: Offers flexibility to customize workflows for improved resource management.

Smartsheet is utilized by organizations in industries like engineering, education, and IT for project management, task tracking, and data integration. It enables planning, scheduling, and team collaboration, facilitating dashboard creation and automation of processes. Its flexibility in customizing workflows is appealing to those managing projects and programs.

Sample Customers

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

Sony Music, ESPN, Hilton, Unisource, Colliers, Extreme Networks, Groupon, Netflix