Try our new research platform with insights from 80,000+ expert users

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 (13th), Project Portfolio Management (7th)
Zoho Projects
Average Rating
8.2
Reviews Sentiment
7.4
Number of Reviews
17
Ranking in other categories
Project Management Software (12th)
 

Featured Reviews

EduardoMaya - PeerSpot reviewer
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.
Sainath Racherla - PeerSpot reviewer
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

"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."
"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."
"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."
"We can easily see which functions are overcapacity. Before, we did not have visibility into that."
"We have a fairly good picture of time tracking."
"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 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."
"When it comes to managing project plans, Enterprise One is awesome at enabling us to see what stage work is at. I've always thought it was awesome because it's good whether we're doing a traditional WBS or we're linking in epics into projects that are supporting the programs and the strategies, I've always thought it was an excellent tool."
"It integrates so well with other Zoho applications, and that really helps to extend the features of Zoho Projects."
"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."
"Zoho Projects is very flexible and user-friendly."
"I would rate the overall solution ten out of ten."
"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."
"The product is very easy to understand."
"We can customize the tool."
"We can integrate Zoho Projects with Zoho CRM."
 

Cons

"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."
"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."
"Visualization and reporting areas could use improvements by having canned reports."
"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."
"I would like to be able to copy and paste from Excel into work and assignments along with roles and hours, as opposed to having to type it out one by one."
"I would like to see more documentation pieces. Right now, they do have the content repository. I would like to see more out-of-the-box features with document repository capabilities."
"While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data visualization options, predictive analytics features, and customizable dashboards to provide deeper insights into project performance and trends."
"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 UI and UX must be improved."
"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."
"We'd like to have milestone features."
"The solution’s interface should be improved."
"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."
"The telephone support provided by the support team should become better."
"The price of Zoho Projects has increased significantly over time. Initially, it was an affordable option for early adopters, but the price has risen four to five times."
"Its template management feature could be easier to use."
 

Pricing and Cost Advice

"The cost of other pieces and integrating them in needs improvement."
"We have several hundred licenses. It costs us several hundred thousand dollars a year."
"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."
"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."
"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."
"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."
"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."
"Zoho Projects is cost-effective."
"The product is fairly priced."
"The price for Zoho Projects is seven GBP per user per month."
"The solution is not very expensive."
"The solution is cheap."
"The Enterprise version costs INR 630 per user per month."
"Zoho Projects' costs are yearly and affordable."
"The product has different pricing models for different regions."
report
Use our free recommendation engine to learn which Project Management Software solutions are best for your needs.
857,028 professionals have used our research since 2012.
 

Top Industries

By visitors reading reviews
Manufacturing Company
15%
Financial Services Firm
15%
Computer Software Company
14%
Healthcare Company
7%
Educational Organization
74%
Manufacturing Company
4%
Financial Services Firm
3%
Performing Arts
2%
 

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

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: June 2025.
857,028 professionals have used our research since 2012.