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."We do a lot of big projects which are pretty expensive to structure the product development around and see the progress. Every time we start a project, we have to expense the spends for certain amounts. We need some baselines, like predictive versus actual."
"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 can easily see which functions are overcapacity. Before, we did not have visibility into that."
"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 capacity planning is the most valuable feature because you can evaluate your team's capacity by team and what projects they're working on and you can forecast easily by team."
"We are able to see where everyone in the team is in terms of hours, where there is capacity, and where we can actually add them, e.g., other projects that they're not currently staffed to."
"The integration stuff from tool to tool, like Projectplace to Planview, to manage projects is the most valuable feature. It keeps all our tasks up-to-date. It closely follows up with everything, which is really cool."
"Its view into resource capacity and availability helps us to manage work. In reporting, we use this facility to help with resource capacity and availability. It also helps to see how much we are using. We derive that information from the work and resource management screen. That is very helpful."
"Timesheets and the ability to add attachments are very valuable features to us."
"The timeline features are excellent."
"We use the tool for our core business project. If we have a new site coming up, there are many milestones that need to be checked. The solution helps to ensure consistency."
"The product is very easy to understand."
"The most valuable feature of Zoho Projects is all integrated into one. We don't have to start using multiple tools, such as Projects, CRM, Marketing, Automation, Finance, and setting up Meetings. It's all in one solution. I don't have to go to multiple different platforms to have all the features I need."
"We were able to track each department's work and what they were doing inside the actual department. Gantt charts are useful to track departmental progress and operation, or we are that item stuff."
"The product can be seamlessly integrated into our CRM."
"Zoho Projects is very flexible and user-friendly."
"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."
"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."
"Recently, we have gotten on a newer version. We're currently on version 15. Some of the things that we've been running into roadblocks on, it looks like the solutions will be coming out in versions 17 or 18. So, we have to upgrade before somethings can get completed."
"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."
"When I started working with Planview, I didn't know anything about project or resource management. I had to learn everything: the admin side, then the user side of it. Probably, in the beginning, I would implement in the blueprint or workshops more demos. A live demo of how the system works because we would like a little deeper dive in how the application works for us to understand what we need to provide, what we are doing, what we will be doing. Because in the beginning, it was so overwhelming, and we didn't know anything about the tool."
"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?"
"The reporting is absolutely shocking. It's not good reporting and requires improvement."
"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."
"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."
"Its template management feature could be easier to use."
"Zoho Projects' time log addition part can be improved."
"We'd like to have milestone features."
"The telephone support provided by the support team should become better."
"It is not easy to drag and drop a task from one person to the other. I think the resolution for the issue is work in progress. The product's stability can be improved."
"The solution should improve on integration and customization."
"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."
Planview Portfolios is ranked 8th in Project Portfolio Management with 63 reviews while Zoho Projects is ranked 14th in Project Management Software with 14 reviews. Planview Portfolios is rated 8.0, while Zoho Projects is rated 8.0. The top reviewer of Planview Portfolios writes "Helps prioritize projects, share the big picture with management, and has a great planning capacity". On the other hand, the top reviewer of Zoho Projects writes "A scalable solution with great features that enable efficient collaboration". Planview Portfolios is most compared with Broadcom Clarity , Planview PPM Pro, LeanIX, SAP Portfolio and Project Management and Planview ProjectPlace, whereas Zoho Projects is most compared with Trello. See our Planview Portfolios vs. Zoho Projects report.
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