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

Planview Portfolios vs erwin Data Modeler by Quest comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Nov 3, 2024

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

erwin Data Modeler by Quest
Ranking in Enterprise Architecture Management
3rd
Average Rating
8.6
Reviews Sentiment
7.2
Number of Reviews
39
Ranking in other categories
Business Process Design (9th)
Planview Portfolios
Ranking in Enterprise Architecture Management
14th
Average Rating
8.0
Reviews Sentiment
6.7
Number of Reviews
63
Ranking in other categories
Project Portfolio Management (8th)
 

Mindshare comparison

As of April 2025, in the Enterprise Architecture Management category, the mindshare of erwin Data Modeler by Quest is 10.9%, up from 9.9% compared to the previous year. The mindshare of Planview Portfolios is 1.0%, up from 0.9% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Enterprise Architecture Management
 

Featured Reviews

JorgeSanz - PeerSpot reviewer
Streamline data modeling and automate network changes for increased efficiency
The initial setup depends on the tool if you are using the data model environment. Stopping the server could be complex and require strong expertise. If you have everything set up and configured, Erwin is straightforward. You can deploy it in a few hours. In our case, it took a couple of months to address internal conditions, assign machines, and set up everything for the services. I rate the initial setup a six out of ten, where one is difficult and ten is easy.
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

"We find that its ability to generate database code from a model for a wide array of data sources cuts development time. The ability to create one model in your design phase and then have it generate DDL code for Oracle or Teradata, or whichever environment you need is really nice. It's not only nice but it also saves man-hours of time. You would have to take your design and just type in manually. It has to take days off out of the work."
"We had some data integration projects, where we needed to integrate it for about 100 databases. Doing that manually is crazy; we can't do that. With erwin, it was much easier to identify which tables and columns could be used for the integration. That means a lot in terms of time and effort as well as my image to the customer, because they can see that we are providing value in a very short time."
"One of the best aspects of the tool is its reverse engineering capability."
"Drag-and-drop data modeling and reverse engineering out of databases are the most valuable features of erwin Data Modeler by Quest."
"The generation of DDL saved us having to write the steps by hand. You still had to go in and make some minor modifications to make it deployable to the database system. However, for the data lineage, it is very valuable for tracing our use of data, especially personal confidential data through different systems."
"One of the best aspects of the tool is its reverse engineering capability."
"Being able to point it to a database and then pull the metadata is a valuable feature. Another valuable feature is being able to rearrange the model so that we can display it to users. We are able to divide the information into subject areas, and we can divide the data landscape into smaller chunks, which makes it easier to understand. If you had 14 subject areas, 1,000 entities, and 6,000 columns, you can't quite understand it all at once. So, being able to have the same underlying model but only display portions of it at a time is extremely useful."
"Another feature of erwin is that it can help you enforce your naming standards. It has little modules that you can set up and, as you're building the data model, it's ensuring that they conform to the naming standards that you've developed."
"Enterprise One provides a variety of types of resource assignments for assigning work to people. It's very easy and straightforward to configure these assignments. Planview allows us to see the entire workforce. We can see where our skill sets of people are, what they're working on, and allows us to make informed business decisions based on priority."
"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."
"Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool."
"The portfolio and technology management are well built."
"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."
"The solution view into resource capacity and availability helps us to manage work."
"Enterprise One has enabled us to eliminate Excel. We don't track financials anymore in an Excel format, which the company was doing before. Even now, being a new portfolio manager four months in, I'm able to just pick up my project. I'm able to see where I am right now. That improvised it to be more automated. The only missing part is the integration between tools. I'm not able to see my full schedule, but I know what are my important milestones are like watching the financials and all that stuff."
"We provided whatever feedback we had to the Planview team, and they went in and built those additional features that we requested. For example, they created a great way for our users to search for a specific resource, project, program, or role. We were not using some of the features, and we wanted them to not be visible, and they helped us with that. They also brought a feature to provide visibility into when a resource was never assigned to any task. There was no visibility to this before. This feature was really very good for visibility into the resource portfolio."
 

Cons

"I would like to see improved reporting and, potentially, dashboards built on top of that. Right now, it's a little manual. More automated reporting and dashboard views would help because currently you have to push things out to a spreadsheet, or to HTML, and there aren't many other options that I know of. I would like to be able to produce graphs and additional things right in the tool, instead of having to export the data somewhere else."
"In terms of new features, it would be great to have a cloud base. We should be able to put it on the cloud for better collaboration and data models sharing."
"I still use Visio for conceptual modeling, and that's mainly because it is easier to change things, and you can relax some of the rules. DM's eventual target is a database, which means you actually have to dot all the Is and cross all the Ts, but in a conceptual model, you don't often know what you're working with. So, that's probably a constraint with erwin. They have made it a lot easier, and they've done a lot, but there is probably still room for improvement in terms of the ease of presentation back to the business. I'm comparing it with something like Visio where you can change colors on a box, change the text color and that sort of stuff, and change the lines. Such things are a whole lot easier in Visio, but once you get a theme organized in erwin, you can apply that theme to all of the objects. So, it becomes easier, but you do have to set up that theme."
"It does not have a cloud application."
"The reverse engineering in Oracle Databases needs improvement, as there are issues."
"One of the things I've been talking to the erwin team about through the years is that every data model should have the ability to be multi-language... When I was working at Honda, it became very difficult to work with the Japanese teams using just one model. You can have two models, one in English and one in Japanese, but that means you have to keep the updates back and forth, and that always increases the risk of something not being updated."
"I would like the solution to be more user-friendly to deploy."
"There is a lack of local support in the China region."
"It is a bit of a rigid system."
"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."
"The financial piece of the tool could be better. While it may have to do with the complexity of the work that we do, it seems that the tool should be able to drill down a bit deeper into the financial area."
"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."
"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 reporting is absolutely shocking. It's not good reporting and requires improvement."
"One of the reasons why we've upgraded so many times is because of performance standards. We've just run into issues where we've had performance problems. Maybe they are not upgrading, but they're adding more horsepower. Then, we do go upgrade and lose that horsepower, which is frustrating from my perspective as an admin to lose that horsepower. Hopefully, that'll change."
"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."
 

Pricing and Cost Advice

"The solution is expensive."
"The primary reasons that erwin was selected were that it was much more affordable for us [than Embarcadero] and it was easily maintainable."
"Likewise, the solution is a little pricey."
"An issue right now would be that erwin doesn't have a freely available browser (that I am aware of) for people who are not data modelers or data engineers that a consumer could use to look at the data models and play with it. This would not be to make any changes, but just to visually look at what exists. There are other products out there which do have end user browsers available and allow them to access data models via the data modeling tool."
"The price of erwin Data Modeler is very expensive, in particular for this part of the world."
"The tool is expensive."
"I don't specifically know what we're paying now. About three years ago, in another organization, I have this memory of 6,000 AUD a seat or something like that, but I am not sure. In the mid-2000s, it was something like 1,200 AUD a seat. I get the impression that there was a price jump when it was spun off from CA as a separate company, which is understandable, but it could sometimes be a barrier in some organizations picking it up. I haven't talked to erwin people yet, but I'm going to suggest to them that they could perhaps think of having an entry-level product that is priced a bit lower, and then, you can buy the extra suite."
"There are no costs in addition to the standard licensing fees."
"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."
"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."
"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."
"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
"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."
"We are on the Flex licenses."
report
Use our free recommendation engine to learn which Enterprise Architecture Management solutions are best for your needs.
845,406 professionals have used our research since 2012.
 

Top Industries

By visitors reading reviews
Financial Services Firm
19%
Manufacturing Company
10%
Government
9%
Computer Software Company
7%
Financial Services Firm
16%
Manufacturing Company
15%
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 erwin Data Modeler by Quest?
Forward engineering, DDL generation, reverse engineering, and reporting are the most valuable features of the solution.
What is your experience regarding pricing and costs for erwin Data Modeler by Quest?
The product is expensive. I rate the product’s pricing a nine out of ten, where one is cheap and ten is expensive.
What needs improvement with erwin Data Modeler by Quest?
As a documenting tool, it's solid, though its reporting could be more robust. The reporting mechanisms could be more intuitive regarding report creation. It can generate reports in CSV files, displ...
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

erwin DM
Planview Enterprise One, Troux
 

Overview

 

Sample Customers

 Premera, America Honda Motors, Aetna, Kaiser Permanente, Dental Dental Cali, Cigna, Staples
UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Find out what your peers are saying about Planview Portfolios vs. erwin Data Modeler by Quest and other solutions. Updated: March 2025.
845,406 professionals have used our research since 2012.