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Planview Portfolios vs TeamWave comparison

 

Comparison Buyer's Guide

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
6.7
Number of Reviews
63
Ranking in other categories
Enterprise Architecture Management (14th), Project Portfolio Management (7th)
TeamWave
Average Rating
9.0
Reviews Sentiment
7.2
Number of Reviews
1
Ranking in other categories
CRM (35th), Project Management Software (23rd)
 

Featured Reviews

Mark Hillman - PeerSpot reviewer
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.
MarcioOkubo - PeerSpot reviewer
Helps organize information and streamline client communication
My primary use case for the platform is to manage opportunities, company names, contacts, and meeting details. I use it to keep a detailed diary of customer interactions and plan the next steps. Our company is small, with five salespeople, and we rely on the CRM to track and manage our sales…

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."
"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."
"The most valuable feature of this solution is reporting."
"Enterprise One provides a variety of types of resource assignments for assigning work to people. It's very easy and straightforward to configure these assignments. Planview allows us to see the entire workforce. We can see where our skill sets of people are, what they're working on, and allows us to make informed business decisions based on priority."
"We use time reporting. We convert time reporting into financial costs and do contractor and capacity planning for our resources. We track our work. So, that's the module we use extensively. As a matter of fact, we have upwards of 300 open projects at this given moment. It is pretty close to 300 open activities that are working."
"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."
"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."
"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."
"The product is stable."
 

Cons

"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."
"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."
"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 number one thing that needs improvement is the UI. It should be easy for a casual project manager. It should provide customizable screens that can be a choice for project managers to choose as a professional level, medium level, and a very easy level."
"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."
"I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting."
"Its support to legacy paying customers is something PlanView is not handling well.​ We were unable to implement due to lack of professional support by PlanView. ​"
"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 platform's initial data entry process is time-consuming. It could be more streamlined."
 

Pricing and Cost Advice

"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."
"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."
"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."
"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."
"The cost of other pieces and integrating them in needs improvement."
"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
"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 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."
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Top Industries

By visitors reading reviews
Manufacturing Company
16%
Financial Services Firm
16%
Computer Software Company
13%
Healthcare Company
6%
No data available
 

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 TeamWave?
The platform's initial data entry process is time-consuming. It could be more streamlined. Further integration with project management tools could also be beneficial, considering our company uses a...
What is your primary use case for TeamWave?
My primary use case for the platform is to manage opportunities, company names, contacts, and meeting details. I use it to keep a detailed diary of customer interactions and plan the next steps. Ou...
What advice do you have for others considering TeamWave?
While the platform initially seemed like an additional task, its benefits in organizing customer information and interactions have become evident. Proper training and understanding of the tool's ad...
 

Also Known As

Planview Enterprise One, Troux
No data available
 

Overview

 

Sample Customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
1. Atlassian 2. Buffer 3. Cisco 4. Dropbox 5. eBay 6. Facebook 7. Google 8. HubSpot 9. LinkedIn 10. Mailchimp 11. Microsoft 12. Netflix 13. Oracle 14. PayPal 15. Pinterest 16. Salesforce 17. Spotify 18. Square 19. Twitter 20. Uber 21. VMware 22. WeWork 23. Wix 24. Workday 25. Xero 26. Zoom
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