Planview Portfolios vs iServer comparison

Orbus Software and Planview are both solutions in the Enterprise Architecture Management category. Orbus Software is ranked #7 with an average rating of 8.4, while Planview is ranked #14 with an average rating of 8.5. Orbus Software holds a 4.7% mindshare in AM, compared to Planview’s 1.0% mindshare. Additionally, 85% of Orbus Software users are willing to recommend the solution, compared to 90% of Planview users who would recommend it.

iServer

Read 18 iServer reviews

2,339 Views
979 Comparison Views

85% willing to recommend

Planview Portfolios

Read 63 Planview Portfolios reviews

353 Views
202 Comparison Views

90% willing to recommend

iServer

Planview Portfolios

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Executive SummaryUpdated on Nov 3, 2024

Planview Portfolios and iServer are competitive players in the project management and enterprise architecture categories. While Planview shines in areas of resource management and reporting, iServer gains an edge with its strong data integration capabilities and user adaptability, especially with Microsoft products.

Features: Planview Portfolios integrates strategy with execution, offering a comprehensive view of demand and resources, customizable architecture, and robust resource planning capabilities. iServer stands out with strong integration capabilities, especially with Microsoft Office, customizable architecture modeling, and intuitive UI that aligns with Microsoft applications.

Room for Improvement: Planview Portfolios could improve its agile integration and reduce the steep learning curve. Enhancements in intuitive interface design and customizability are desired. iServer could improve its visualization techniques, performance speed, and integrate more options while enhancing UI usability.

Ease of Deployment and Customer Service: Planview Portfolios provides flexible deployment options across cloud solutions but garner mixed customer service reviews, where technical support consistency is a concern. iServer mainly offers on-premises solutions indicating stability and control with favorable customer service reviews, praised for quick responsiveness and expertise.

Pricing and ROI: Planview Portfolios is seen as costly but provides flexible licensing options like FLEX, offering value in strategic alignment and resource management. iServer, moderately priced, is perceived as offering a substantial ROI with competitive pricing, improving process efficiency and integration capabilities.

To learn more, read our detailed Planview Portfolios vs. iServer Report (Updated: March 2025).

Buyer's Guide

Planview Portfolios vs. iServer

March 2025

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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

iServer

Ranking in Enterprise Architecture Management

7th

Average Rating

7.4

Reviews Sentiment

7.4

Number of Reviews

Ranking in other categories

Business Process Design (13th)

Planview Portfolios

Ranking in Enterprise Architecture Management

14th

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Project Portfolio Management (8th)

Mindshare comparison

As of April 2025, in the Enterprise Architecture Management category, the mindshare of iServer is 4.7%, up from 4.6% 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

Antonios Lazanakis

Senior IT Solution Architect at a financial services firm with 10,001+ employees

Flexible, easy to use, and easy to import data

We use iServer to establish an enterprise architecture function in our organization iServer is a very flexible platform for defining your own enterprise architecture model. It is very easy to import data, and we also have good integration with Visual Drawing Tools and SharePoint. The solution is…

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Mark Hillman

Global Head of Portfolio Management at a wholesaler/distributor with 1,001-5,000 employees

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.

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Quotes from Members

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

Pros

"Tech support is very responsive. They solved issues within a prompt response time."

"Good and effective reporting features, which help in decision making."

"This flexibility is the most helpful part in the standard version."

"There were lots of different requirements, and collaboration and review is one of the biggest things. There is also Office 360 integration, and there's flexibility to use it as a database as well."

"The most valuable features of iServer are the integration with Microsoft Office and the interface is similar to Microsoft applications making them easy to use."

"It has helped having data lineage in the business cluster, which is used as control artifacts."

"The solution is easily modified to suit your needs."

"This is a flexible tool compared to some other solutions."

More iServer pros

"The flexibility on offer is very helpful in meeting the organization's needs."

"Our transparency is increasing a lot. It is helping us to get people together. There are no dark rooms anymore. In some areas or concepts, we want to add more light to every single concept. That's the big impact that the tool is having. It allows conversations between people."

"Another good thing is that we can create custom reports, which is great. If I created a custom report, a tile that tells me how many people have logged in today. We currently have a little under 2000 users, and that's only users, we actually have integrations, that we created a custom form that sends hours directly to Planview. They're not using Planview directly, but they're sending their hours to Planview through an API."

"The resource management and assignment features are valuable. The timesheet management is also valuable because that is a requirement for us. So, the ability to see timesheet forecasting and timesheet actual submission from resources has been very useful and valuable to us."

"The Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."

"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."

"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."

"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."

More Planview Portfolios pros

Cons

"The performance is slow, which is something that should be improved."

"Requirements management needs to be improved."

"The product is more expensive than Spark."

"There are other solutions out there that have a better user interface."

"There can be some performance issues using the solution that should be improved. When you make modifications modify to files there are embedded data within that can take a while to process."

"It definitely needs help to improve the visual aspect of the solution."

"Cannot see which activities are control activities."

"Enhancing integration options with ERP or ITSM-related solutions for triggering automated requests for process definitions, changes, and tracking them in the iServer."

More iServer cons

"Recently, we have gotten on a newer version. We're currently on version 15. Some of the things that we've been running into roadblocks on, it looks like the solutions will be coming out in versions 17 or 18. So, we have to upgrade before somethings can get completed."

"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."

"The number one thing that needs improvement is the UI. It should be easy for a casual project manager. It should provide customizable screens that can be a choice for project managers to choose as a professional level, medium level, and a very easy level."

"When it comes to reporting there are some challenges with integration."

"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."

"Being the IT development manager who implements the upgrades for Planview, I would love to see more thorough testing of expenditures and more thorough testing in general. When we do an upgrade, we have to do quite a bit of testing because we can affect the bottom line."

"It is not an end-user-friendly product, and that's really the biggest thing. The hardest or the biggest hurdle I've ever had to face was adoption. I did the installation of the HP product in 2011. The company used it from 2011 to 2015, and the adoption was very high. When I was given the Planview product, adoption was very low. It wasn't as extensively used. We actually had people who wanted to go back to HP PPM because the interface of Planview was so broken, and it still is to some degree. So, it is not user-friendly. It doesn't flow the way a project manager thinks. What we did with HP PPM was a lot more manual programming. It wasn't as nice in terms of the interface, and it wasn't as pretty, but you could design it and build it so that everything flows with the way you worked, but Planview doesn't quite do that. There are a lot of screens. You have to jump back and forth. There are so many different places you have to go to just to do some basic tasks. That's the biggest thing that has really hindered adoption."

"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."

More Planview Portfolios cons

Pricing and Cost Advice

"The price of iServer is reasonable compared to other solutions."

"It's about 13K to set up and 9K for the license for three months. I think it's about 20K a year, but we haven't firmed up on pricing yet because the price depends on how long we commit to the solution."

"The product has a moderate pricing."

"Aim for the exact number of people who shall define/review approve and view the processes, as it will impact the cost."

"They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."

"The solution is cheaper than its competitors."

"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."

"Our licensing fees are approximately $50,000 USD annually."

"The cost of other pieces and integrating them in needs improvement."

"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 have several hundred licenses. It costs us several hundred thousand dollars a year."

"I don't think we have necessarily purchased everything that I would have liked to have seen."

"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."

More Planview Portfolios pricing and cost advice

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Top Industries

By visitors reading reviews

Educational Organization

35%

Financial Services Firm

12%

Government

Computer Software Company

Financial Services Firm

16%

Manufacturing Company

15%

Computer Software Company

13%

Government

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

What do you like most about iServer?

iServer has valuable features for workflow and document management.

See all answers

What needs improvement with iServer?

iServer should invest in enhancing the capabilities of the embedded drawing tool, draw.io. draw.io is a drawing tool used to draw architectural diagrams, flow diagrams, etc. It is an alternative to...

See all answers

What is your primary use case for iServer?

We use iServer to establish an enterprise architecture function in our organization.

See all answers

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...

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What is your experience regarding pricing and costs for Planview Portfolios?

Planview Portfolios is not too expensive. You get what you paid for.

See all answers

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...

See all answers

Comparisons

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Compared 27% of the time

OrbusInfinity vs iServer

Compared 17% of the time

Sparx Systems Enterprise Architect vs iServer

Compared 16% of the time

ARIS BPA vs iServer

Compared 11% of the time

BiZZdesign HoriZZon vs iServer

Compared 9% of the time

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Broadcom Clarity vs Planview Portfolios

Compared 15% of the time

LeanIX vs Planview Portfolios

Compared 11% of the time

SAP Portfolio and Project Management vs Planview Portfolios

Compared 10% of the time

Planview PPM Pro vs Planview Portfolios

Compared 9% of the time

Jira vs Planview Portfolios

Compared 9% of the time

More Planview Portfolios Competitors

Product Reports

Buyer's Guide

Enterprise Architecture Management

March 2025

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Buyer's Guide

Planview Portfolios

March 2025

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Also Known As

No data available

Planview Enterprise One, Troux

Overview

iServer is a unified software platform and enterprise modeling environment that extends and enhances the familiar, market leading Microsoft Visio and Office products. Core capabilities provided by iServer include an enhanced Microsoft Visio diagramming interface, a powerful central repository for all enterprise architecture or business process models and documentation, and a range of tools for visualization, analysis and decision making.

Orbus Software

Planview Portfolios offers a comprehensive platform for managing IT, project and resource management, along with strategic planning. The tool focuses on optimizing resource allocation and financial analysis, supporting global operations.

Organizations use Planview Portfolios to streamline project tracking from inception to completion, enhancing strategic alignment with corporate objectives. The tool integrates with platforms like JIRA to provide seamless workflows and supports critical business processes, including budgeting and capacity planning. Teams benefit from customized configurations and robust reporting, further supporting effective decision-making. Despite its strengths, improvements are sought in navigation, documentation, and integration capabilities.

What are the key features?

Customizable interface: Allows personalization to meet specific needs.
Comprehensive resource and financial management: Enables detailed tracking and analysis.
Robust reporting: Provides extensive data insights.
Integration with Power BI: Enhances data access for stakeholders.
Resource and capacity planning: Optimizes workforce allocation.

What benefits should users expect?

Improved strategic alignment: Supports better decision-making.
Increased operational efficiency: Streamlines project management.
Enhanced resource optimization: Ensures optimal use of workforce.
Better financial insights: Allows precise budget tracking.

In industries like IT and project management, Planview Portfolios supports complex portfolio handling, ensuring visibility across global operations. Companies in these sectors leverage its strategic planning tools for strategic alignment and resource management, integrating with existing systems for improved process efficiency.

Planview

Sample Customers

Barclays, Cathay Pacific, Deloitte, British Gas, MasterCard

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO

Buyer's Guide

Planview Portfolios vs. iServer

March 2025

Free Report: Planview Portfolios vs. iServer

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