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ClickUp vs Planview Portfolios 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

ClickUp
Average Rating
7.8
Reviews Sentiment
7.2
Number of Reviews
18
Ranking in other categories
Project Management Software (11th)
Planview Portfolios
Average Rating
8.0
Reviews Sentiment
6.7
Number of Reviews
63
Ranking in other categories
Enterprise Architecture Management (14th), Project Portfolio Management (8th)
 

Featured Reviews

VarchasSubrahmanya - PeerSpot reviewer
A stable solution that offers it users a choice to opt for a streamlined approach to task management
From a product management function perspective, it can be challenging to measure whether ClickUp improves efficiency on a month-to-month basis. However, I believe that using ClickUp helps maintain our efficiency levels. If we were to stop using it, I am 100% sure that our efficiency would decrease. That being said, just because we are using ClickUp does not automatically mean our efficiency will increase. We have reached a point where we understand how to use ClickUp effectively, and without it, it would definitely be a problem. However, using it alone does not make us better every day. The absence of ClickUp would definitely cause a problem. But, since we are using ClickUp, we don't get to improve 10% on a month-by-month or a year-on-year basis. So, that's very difficult to measure. Introducing automation and AI would greatly benefit ClickUp by reducing manual work. Currently, team members need to update tasks and communicate issues, which requires me to read through each task and comment to understand the situation. However, if AI could assist in making faster decisions, it would greatly improve efficiency. I need to intervene at a minute level to discover if someone is facing a problem, but AI could help detect issues faster. The success of AI implementation can be seen in how ChatGPT has utilized AI.
Mark Hillman - PeerSpot reviewer
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.

Quotes from Members

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

Pros

"The most valuable feature of ClickUp is the UI scheduling tool. It is the best and most convenient and attractive."
"I am currently exploring ClickUp AI, which I think is very good."
"Everything in one place is the biggest benefit. I also like the diagramming tools, where you can create DFDs, structure charts, and more. That makes things easier."
"ClickUp offers a relatively user-friendly experience, especially when it comes to its fundamental features."
"The most interesting feature is the ability to share what you are working on with an external entity. The customer has direct visibility on what is being done on a particular project and this provides a lot of transparency."
"The tool is pretty intuitive."
"We found it very simple and intuitive to use...The initial setup is straightforward."
"The product has an efficient design."
"Our reporting is much better. There is much more visibility on projects, schedules, tasks, and in our milestones. Now, we have a consistent way of reporting out to the committees and getting all of our schedules and milestones."
"The most valuable features are the control and visibility that you have for portfolio management in terms of projects and capacity planning for resources along with strategies and outcomes, etc. It's so easy to access information for sharing analytics and 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."
"The most valuable feature of this solution is the completeness of the standard, underlying metamodel."
"Its view into resource capacity and availability absolutely help us manage work. We can't plan out projects for delivery until we know if we have resources available to deliver them. That's been really critical. We look at our projects and see what availability of resources we have. That helps us to determine when we can start new work."
"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 biggest impact has been the visibility into our IT assets."
"It maps back to our SDLC process pretty well. I'm able to see the stage of where things are at. We also use Azure DevOps for all of our requirements and our coding."
 

Cons

"ClickUp could improve by streamlining its functions and organizing them better for easier access."
"ClickUp doesn't have a roadmap vision and a proper way of planning."
"I would love to see ClickUp integrated with more tools, possibly like Microsoft Loop."
"The solution's user interface is complex and has a steep learning curve. You can't easily find the features that you are looking for."
"The email portion, specifically the email automation, where you can add attachments, has room for improvement."
"There is a need for significant improvement in the user interface to make it more intuitive and less time-consuming to become familiar with."
"They should explain better how costs and licensing are distributed."
"It would be good if the solution facilitated voice calls or an option to chat directly with a person on ClickUp."
"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."
"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."
"We are not very happy with the customer service. This is one of our main pain points. It doesn't cover the entirety of customer service, as there are reps who are really great and we've had good experiences. Many times, we've had people give us attitude, there was a delay in the response, or just a lack of interest. This got to the point where if there was a problem, we would rather try to solve it ourselves then call customer support."
"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."
"Our version is definitely set up a bit more waterfall world. It would be better if some of the agile features were more in the standard product."
"The biggest room for improvement are the scripted dialogues. The scripted dialogues are a logic that you set up to force a certain workflow or process to happen. It's very old in respect that there are no clauses that you can apply to that logic. That definitely can use a lot of room for improvement."
"The solution is stable. However, it's so robust, there's so much data, that it has the tendency to lag."
"There are some issues with how long it takes to load the data to Planview, It just depends on what your setup is. If there was a way Planview could maybe make the loading faster, in case you do have a lot of things going on with your setup."
 

Pricing and Cost Advice

"The price of ClickUp is reasonable. The price is approximately eight dollars per month per person."
"ClickUp's pricing is as per market standards."
"I use the free version."
"The product’s cost is high."
"ClickUp’s pricing is better than Jira Align’s."
"I don't have a lot of information about the pricing, but I know that it is fairly inexpensive."
"The product has good pricing."
"The product is expensive."
"The cost of other pieces and integrating them in needs improvement."
"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."
"We are on the Flex licenses."
"Our licensing fees are approximately $50,000 USD annually."
"I don't think we have necessarily purchased everything that I would have liked to have seen."
"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."
"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."
"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."
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Top Industries

By visitors reading reviews
Computer Software Company
16%
Healthcare Company
14%
University
7%
Media Company
6%
Manufacturing Company
16%
Financial Services Firm
16%
Computer Software Company
13%
Government
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

Questions from the Community

What do you like most about ClickUp?
Everything in one place is the biggest benefit. I also like the diagramming tools, where you can create DFDs, structure charts, and more. That makes things easier.
What needs improvement with ClickUp?
They should explain better how costs and licensing are distributed. They auto take money from the credit card without notification for a while.
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...
 

Also Known As

No data available
Planview Enterprise One, Troux
 

Overview

 

Sample Customers

Information Not Available
UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Find out what your peers are saying about ClickUp vs. Planview Portfolios and other solutions. Updated: April 2025.
847,646 professionals have used our research since 2012.