Planview Portfolios vs Zoho Projects comparison

Planview and Zoho are both solutions in the Project Management Software category. Additionally, 90% of Planview users are willing to recommend the solution, compared to 88% of Zoho users who would recommend it.

Planview Portfolios

Read 63 Planview Portfolios reviews

997 Views
576 Comparison Views

90% willing to recommend

Zoho Projects

Read 17 Zoho Projects reviews

648 Views
205 Comparison Views

88% willing to recommend

Planview Portfolios

Zoho Projects

Comparison Buyer's Guide

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Executive Summary

We performed a comparison between Planview Portfolios and Zoho Projects based on real PeerSpot user reviews.

Find out in this report how the two Project Management Software solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.

To learn more, read our detailed Planview Portfolios vs. Zoho Projects Report (Updated: April 2025).

Buyer's Guide

Planview Portfolios vs. Zoho Projects

April 2025

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Helped 850,028 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

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (14th), Project Portfolio Management (8th)

Zoho Projects

Average Rating

8.2

Reviews Sentiment

7.4

Number of Reviews

Ranking in other categories

Project Management Software (15th)

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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Sainath Racherla

Associate Director at Scimax Global LLC

Project coordination has improved with excellent integration and support, though more comprehensive training and version control are needed

The adaptation process can be enhanced with training sessions and templates. There is potential for improvement in version control, particularly in integration with Zoho Docs. Providing small bite-sized instructional videos, like how to create a bug, and customizable help icons would be beneficial. Additionally, I should be able to cross-link bugs between projects.

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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

"It gives us the vast ability to churn out-of-the-box reports and have an overview about approach rates and resource utilization."

"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."

"Another good thing is that we can create custom reports, which is great. If I created a custom report, a tile that tells me how many people have logged in today. We currently have a little under 2000 users, and that's only users, we actually have integrations, that we created a custom form that sends hours directly to Planview. They're not using Planview directly, but they're sending their hours to Planview through an API."

"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."

"The flexibility on offer is very helpful in meeting the organization's needs."

"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."

"With the lifecycles, it helps us step through our processes easier. We'll take a process and create it in Visio, then we'll go and implemented in Planview. Anytime that we have to do a new process, this is what we use. We just step it through the lifecycles and the configure screens are very easy to use. The fields that you need are easy to use."

"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."

More Planview Portfolios pros

"It is a scalable solution."

"Customer service and support are excellent."

"We can integrate Zoho Projects with Zoho CRM."

"It integrates so well with other Zoho applications, and that really helps to extend the features of Zoho Projects."

"The timeline features are excellent."

"The product is very easy to understand."

"It's easy for a user with a technical background to set up Zoho Projects on their own."

"Timesheets and the ability to add attachments are very valuable features to us."

More Zoho Projects pros

Cons

"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."

"We do have some significant issues with our integrations that we're working through. Those are not as stable or reliable as what we would like."

"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."

"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."

"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."

"I think some of the administrative aspects of it could be a little easier, especially when it comes to designing reports. The reporting coming out of it could be a little bit better."

"The reporting capability and access to the fields for our system administrators to have access to the data without having to pay Enterprise One to get the data that's needed to create custom reports for management to create reports need improvement."

"Being the IT development manager who implements the upgrades for Planview, I would love to see more thorough testing of expenditures and more thorough testing in general. When we do an upgrade, we have to do quite a bit of testing because we can affect the bottom line."

More Planview Portfolios cons

"The only room for improvement over here is a feature related to the trend, like AI-related things that we can expect need to be introduced."

"Zoho Projects' time log addition part can be improved."

"At the portfolio management level, Zoho Projects has some issues. Managing multiple projects in the project presents challenges."

"The tool should add live chat, live call, and live meeting features where clients can communicate."

"If given the opportunity, I would focus on improving automation within Zoho Projects. While attempting to integrate with other platforms, users often encounter errors. The integration capabilities of Zoho Projects could be enhanced. Currently, the integration options are categorized as either easy or customized, with the latter requiring deluge code, which might pose challenges due to its lesser-known usage."

"We'd like to have milestone features."

"The basic reports could be improved in Zoho Projects."

"Zoho Meeting definitely needs an improvement, because the quality is not as good as Zoom or Microsoft Teams, which I've used in the past."

More Zoho Projects cons

Pricing and Cost Advice

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

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

"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."

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

"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."

"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."

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

"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."

More Planview Portfolios pricing and cost advice

"The product has different pricing models for different regions."

"The solution is not very expensive."

"The solution is cheap."

"The Enterprise version costs INR 630 per user per month."

"The price for Zoho Projects is seven GBP per user per month."

"The product is fairly priced."

"Zoho Projects is cost-effective."

"Zoho Projects' costs are yearly and affordable."

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850,028 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Financial Services Firm

16%

Manufacturing Company

15%

Computer Software Company

14%

Healthcare Company

Educational Organization

82%

Manufacturing Company

Financial Services Firm

Comms Service Provider

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

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...

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What is your experience regarding pricing and costs for Planview Portfolios?

Planview Portfolios is not too expensive. You get what you paid for.

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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...

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What do you like most about Zoho Projects?

While integrating a voice solution with Zoho Projects, the focus was on creating a unified interface for voice and customer engagement across various platforms like Facebook, social media, and emai...

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What needs improvement with Zoho Projects?

At the portfolio management level, Zoho Projects has some issues. Managing multiple projects in the project presents challenges.

See all answers

What is your primary use case for Zoho Projects?

I use Zoho Projects ( /products/zoho-projects-reviews ) for managing the routine management of projects and for sharing with my colleagues.

See all answers

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Compared 8% of the time

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Compared 100% of the time

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Product Reports

Buyer's Guide

Planview Portfolios

April 2025

Download Planview Portfolios product report

Buyer's Guide

Zoho Projects

April 2025

Download Zoho Projects product report

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

Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds.

Zoho

Sample Customers

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

Intel, Jaguar, PWC, Yatra, Yale, Timex

Buyer's Guide

Planview Portfolios vs. Zoho Projects

April 2025

Free Report: Planview Portfolios vs. Zoho Projects

Find out what your peers are saying about Planview Portfolios vs. Zoho Projects and other solutions. Updated: April 2025.

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