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Planview Portfolios vs Zoho Projects 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 (11th), Project Portfolio Management (7th)
Zoho Projects
Average Rating
8.2
Reviews Sentiment
7.4
Number of Reviews
18
Ranking in other categories
Project Management Software (15th)
 

Featured Reviews

it_user1684173 - PeerSpot reviewer
PM Systems Analyst at a insurance company with 5,001-10,000 employees
Increases our on-time completion rate and helps in managing the demand and capacity, and we get excellent service in terms of feature requests and support
We've been encouraging our users to manage their schedules directly in the Work and Assignments module. So far, it has been good, but we've been in conversation with the vendor product team to improve the performance of the Work and Assignments module. Right now, it is a bit slower. 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. It provides flexibility for configuring assignments, but one of the things about which we've been talking to Planview is related to certain resources that are associated with a project. When the project extends, their demand also equally goes up. There are also resources where if a particular task has to crash, it may need additional effort. So, it is between the fixed effort versus fixed duration. Planview is more duration-based. For example, if you crash a task, the system rightly thinks that you're crashing the task, and you need to finish the work by doing overtime or working additional hours. If you are taking 30 hours to finish a task in three weeks, and for whatever reason, you have to crash the task into two weeks, 30 hours need to be fulfilled within those two weeks. If the task moves to four weeks, instead of three weeks, you still have 30 hours that get distributed among four weeks, so you will be able to finish the task. That makes sense for those resources that are associated with the task, but there are certain resources, such as a project manager or project administrator, for whom when a project extends, the demand also equally goes up. So, if somebody is assigned 50% for a project, and assuming that the project is moving out by a month or two or three months, the effort shouldn't go down. Currently, the allocation goes down, and our resource managers have to go and update the effort back up to 50% or whatever the demand is. We are interacting with Planview to provide a solution. Right now, we have to go and update the additional demand because of the change in the project.
Sainath Racherla - PeerSpot reviewer
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.

Quotes from Members

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

Pros

"I like that it's an enterprise environment. I can look across everything that's going on and have a sense of what is going on within the organization."
"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."
"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."
"We can easily see which functions are overcapacity. Before, we did not have visibility into that."
"The flexibility on offer is very helpful in meeting the organization's needs."
"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 feature of this solution is reporting."
"Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) systems, and collaboration platforms."
"I would rate the overall solution ten out of ten."
"The solution's most valuable features are automation and integration with different products and third-party applications."
"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."
"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 emails. The primary goal was to seamlessly merge the two platforms into a single interface. To achieve this, we engaged in API integrations and worked on aspects such as initializing, authentication, and access control."
"It's easy for a user with a technical background to set up Zoho Projects on their own."
"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."
"It is a scalable solution."
"Zoho Projects is very flexible and user-friendly."
 

Cons

"I would like a bit more flexibility, as far as the configuration, and have additional capabilities to configure, making it more flexible for our use."
"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."
"The UI needs improvement. The UI should have more possibilities for users who are not specialized in using Planview. At the moment, it is more of a technical UI. I would like it to be an open user UI."
"When it comes to reporting there are some challenges with integration."
"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."
"There's still a lot of reluctance within the organization. We're not using all of the capabilities that we have today. We're still doing our strategic and capital investment planning on spreadsheets rather than using the capabilities that exist within Enterprise One. I definitely need to leverage the experts here at Planview to help drive a culture change. There's just a lot of reluctance on behalf of people within the company to put data into the tool."
"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."
"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."
"We'd like to have milestone features."
"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."
"At the portfolio management level, Zoho Projects has some issues. Managing multiple projects in the project presents challenges."
"The solution should improve on integration and customization."
"The tool should add live chat, live call, and live meeting features where clients can communicate."
"The basic reports could be improved in Zoho Projects."
"The overall rating for the tech support and customer service team is four out of ten."
 

Pricing and Cost Advice

"We are on the Flex licenses."
"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."
"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
"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."
"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 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."
"The cost of other pieces and integrating them in needs improvement."
"The solution is cheap."
"Zoho Projects is cost-effective."
"The solution is not very expensive."
"The price for Zoho Projects is seven GBP per user per month."
"The product has different pricing models for different regions."
"Zoho Projects' costs are yearly and affordable."
"The product is fairly priced."
"The Enterprise version costs INR 630 per user per month."
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Top Industries

By visitors reading reviews
Manufacturing Company
15%
Financial Services Firm
8%
Marketing Services Firm
8%
Healthcare Company
7%
No data available
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business2
Midsize Enterprise3
Large Enterprise59
By reviewers
Company SizeCount
Small Business16
Midsize Enterprise1
Large Enterprise1
 

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...
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...
What needs improvement with Zoho Projects?
More technical features for agile methodology would be valuable. Beyond automation and integration enhancements, additional improvements and enhancements to Zoho Projects would be beneficial in the...
What is your primary use case for Zoho Projects?
Zoho Projects is used for project management and task coordination. The Gantt chart feature is utilized for visual project timeline representation. The project planning capabilities are beneficial ...
 

Also Known As

Planview Enterprise One, Troux
No data available
 

Overview

 

Sample Customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Intel, Jaguar, PWC, Yatra, Yale, Timex
Find out what your peers are saying about Planview Portfolios vs. Zoho Projects and other solutions. Updated: February 2026.
881,757 professionals have used our research since 2012.