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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:
 

ROI

Sentiment score
6.4
Planview Portfolios boosts visibility, efficiency, and decision-making, supporting strategic alignment and enhancing collaboration and operational performance.
Sentiment score
8.1
Zoho Projects improves productivity and project delivery, offering ROI benefits with efficient processes despite limited direct monetary savings.
It also delivers a set of shared metrics focused on customer value, such as speed and quality, to achieve business results while being able to roll up objectives and key results in the system where work gets done to ensure strategy informs execution and vice versa.
Project Manager at 3M
Reports and real-time analytics enhance real-time data-driven decision making.
Customer Service Representative at Roche
I also love the ability to provide visibility and transparency across an organization; it allows us to create custom reports and dashboards for easy data analysis, hence making data-driven decisions easily.
Project Manager at AT&T
It has helped me streamline processes by using my SOPs and Zoho for improvement.
Associate Director at Scimax Global LLC
 

Customer Service

Sentiment score
8.3
Planview Portfolios customer service is mixed, with proactive support but occasional slow resolutions and varying assistance quality.
Sentiment score
6.5
Zoho Projects' customer service is mixed, excelling in email support but facing issues with phone communication and response times.
The customer support for Planview Portfolios has been quick to respond and very proactive since I have reached out to them several times.
Project Manager at AT&T
The customer support for Planview Portfolios is very proactive and responsive.
System Engineer at BNY
The customer support for Planview Portfolios is very proactive and responsive.
Project Manager at AT&T
They are just a chat away, and there is typically a dedicated person or two handling my account.
Associate Director at Scimax Global LLC
The overall rating for the tech support and customer service team is four out of ten.
Functional Consultant at a non-tech company with 51-200 employees
Their support is phenomenal; their agents realize that part of the reason I am likely to call is because I need Zoho Projects to work in conjunction with other integrated apps.
Owner & Digital Marketing Manager at MPCosta
 

Scalability Issues

Sentiment score
8.1
Planview Portfolios scales effectively for enterprise use, integrating well with tools, despite performance issues with large data loads.
Sentiment score
7.9
Zoho Projects is adaptable for teams of all sizes but may be complex for small businesses seeking simpler tools.
The scalability of Planview Portfolios is very effective, and it handles all of my organization's projects and tasks.
System Engineer at BNY
Planview Portfolios is very scalable because it grows with the organization.
Customer Service Representative at Roche
Planview Portfolios is very scalable because it handles my organization's growth, allowing us to work with both small projects and big projects at the same time.
Project Manager at AT&T
I can go straight from ideating within a spreadsheet to implementing within the project management much easier in To Do than in Zoho Projects.
Owner & Digital Marketing Manager at MPCosta
 

Stability Issues

Sentiment score
9.1
Planview Portfolios is reliable and stable, with minor performance issues often linked to external factors or large configurations.
Sentiment score
7.9
Zoho Projects is highly stable with minimal issues, improved over years, but desires more AI features for enhanced reliability.
Planview Portfolios is very stable; I have not experienced any downtime.
Project Manager at 3M
Planview Portfolios is very stable.
Project Manager at AT&T
Changes sometimes don't reflect.
Associate Director at Scimax Global LLC
 

Room For Improvement

Improving Planview Portfolios' integration, customization, automation, documentation, metrics, and UI could enhance user adoption and streamline management.
Zoho Projects needs enhancements in usability, integration, customization, collaboration, and analytics, while adding customer portals and simplifying functionalities.
An important improvement would be to add more automation features and provide more online documentation videos that would make it much easier to use for non-technical users.
Customer Service Representative at Roche
Additionally, there should be plenty of resources online, such as tutorials and videos on how to guide and how to use Planview Portfolios, especially with its robust features, explaining each feature and how it works.
Project Manager at 3M
Reporting flexibility is needed so that end users can create their own quick ad hoc reports for analysis and for better data-driven decisions.
Project Manager at AT&T
Providing small bite-sized instructional videos, like how to create a bug, and customizable help icons would be beneficial.
Associate Director at Scimax Global LLC
Managing multiple projects in the project presents challenges.
Engineer information management services at SCTIMST
More technical features for agile methodology would be valuable.
Functional Consultant at a non-tech company with 51-200 employees
 

Setup Cost

Planview Portfolios is costly but valued for large enterprises; the FLEX model offers flexibility, benefiting strategic alignment.
Zoho Projects is cost-effective, offering global competitive pricing and multi-application licenses, remaining cheaper than competitors like Salesforce.
My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost effective and affordable.
Customer Service Representative at Roche
My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost-effective and fairly pocket-friendly.
Project Manager at 3M
Planview Portfolios is one of the best and a very cost-effective tool.
Project Manager at AT&T
Initially, it was an affordable option for early adopters, but the price has risen four to five times.
Associate Director at Scimax Global LLC
Zoho Projects is considered cheap compared to Google and Microsoft services.
Engineer information management services at SCTIMST
 

Valuable Features

Planview Portfolios enhances productivity and decision-making through flexible reporting, resource management, and integration with Power BI.
Zoho Projects integrates with various tools, offering task management, customization, scalability, collaboration, and essential time tracking features.
This enhanced visibility in Planview Portfolios ensures that all users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency.
Project Manager at 3M
End-to-end visibility enables us to analyze performance data across the organization to measure the success of strategic initiatives with key performance indicators and make timely decisions to ensure outcome realization.
Project Manager at AT&T
The comprehensive set of features empowers users to allocate resources strategically, analyze costs accurately, and align project timelines with available resources seamlessly.
Project Lead at Wells Fargo
Its integration with Zoho Docs and features like creating a Wiki and the ability to co-author documents without performance constraints are valuable.
Associate Director at Scimax Global LLC
Task management features have significantly enhanced project efficiencies with quantifiable gains.
Functional Consultant at a non-tech company with 51-200 employees
The collaboration tools within Zoho Projects are good.
Engineer information management services at SCTIMST
 

Categories and Ranking

Planview Portfolios
Average Rating
8.0
Reviews Sentiment
6.8
Number of Reviews
71
Ranking in other categories
Enterprise Architecture Management (8th), Project Portfolio Management (4th)
Zoho Projects
Average Rating
8.0
Reviews Sentiment
7.4
Number of Reviews
19
Ranking in other categories
Project Management Software (14th)
 

Featured Reviews

Monabi Kingsley - PeerSpot reviewer
Project Manager at 3M
Centralized planning has improved resource visibility and supports data‑driven financial decisions
The best features Planview Portfolios offers are visibility enhancement, robust system performance, and comprehensive resource management. This enhanced visibility in Planview Portfolios ensures that all users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency. When discussing robust system performance, the system's robust performance in meeting our various work requirements effectively and efficiently stands out. It is very stable and reliable, contributing to a seamless user experience, which enables users to focus on their tasks without disruptions. I also love the financial breakdown, planning and prioritization, and attribute collection on projects in Planview Portfolios. Planview Portfolios has positively impacted my organization since I started using it. It has enabled me to gain insights into the full scope of work consuming resources. I am able to know where the resources are being consumed more, especially which resources are consuming the most. I have been able to leverage resources management and resource time reporting, which enabled the generation of $90 million in annual revenue through labor billing to customers.
Matt Costa - PeerSpot reviewer
Owner & Digital Marketing Manager at MPCosta
Accurate time tracking has improved invoicing workflows but task management still needs refinement
I am used to working in To Do, which is a very fast platform. You can essentially copy and paste a range of tasks with various details and paste it directly into the platform, which allows it to handle them very quickly and accurately. Zoho Projects is much more enterprise-focused, so the functionality and flow is a little more restricted than I would enjoy. It has all of the same fields, but those fields are somewhat harder to get information into and out of than many other project management platforms. As for features with Zoho Projects, the time tracking capabilities are very robust, but the method by which I start and stop the timer is not very fluid. As far as features I would like integrated, I am uncertain; rather, I see features that could be improved.
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Top Industries

By visitors reading reviews
Manufacturing Company
16%
Financial Services Firm
10%
Construction Company
10%
Healthcare Company
6%
Construction Company
18%
Financial Services Firm
16%
Manufacturing Company
11%
Comms Service Provider
10%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business2
Midsize Enterprise4
Large Enterprise66
By reviewers
Company SizeCount
Small Business17
Midsize Enterprise1
Large Enterprise1
 

Questions from the Community

What is your experience regarding pricing and costs for Planview Portfolios?
My experience with pricing, setup cost, and licensing has been that Planview Portfolios is one of the best and a very cost-effective tool.
What needs improvement with Planview Portfolios?
Planview Portfolios can be improved as the user interface defaults to the last opened portfolio, which can waste a lot of time loading a large portfolio if that is not what I need at that moment. J...
What is your primary use case for Planview Portfolios?
My main use case for Planview Portfolios is to ensure governance and decision auditability by incorporating embedded workflows, approval management, and key document retention supporting a single c...
What needs improvement with Zoho Projects?
I am used to working in To Do, which is a very fast platform. You can essentially copy and paste a range of tasks with various details and paste it directly into the platform, which allows it to ha...
What is your primary use case for Zoho Projects?
I was using Zoho Projects previously, but my company still owns many integrated software solutions. I needed the ability to track time within Zoho Projects that automatically streams into invoicing...
What advice do you have for others considering Zoho Projects?
I would mention to other users who would like to start working with Zoho Projects to utilize the support available as much as possible to make their life easier. That was a big portion of what made...
 

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
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