JIRA Portfolio vs Planview Portfolios comparison

The compared Atlassian and Planview solutions aren't in the same category. Atlassian is ranked #4 in EAP , with an average rating of 8.3, and holds a 1.1% mindshare in the category. Planview is ranked #8 in PPM , with an average rating of 8.5, and holds a 6.9% mindshare. Additionally, 98% of Atlassian users are willing to recommend the solution, compared to 90% of Planview users who would recommend it.

JIRA Portfolio

Read 58 JIRA Portfolio reviews

651 Views
535 Comparison Views

98% willing to recommend

Planview Portfolios

Read 63 Planview Portfolios reviews

1,000 Views
594 Comparison Views

90% willing to recommend

JIRA Portfolio

Planview Portfolios

Comparison Buyer's Guide

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Executive Summary

We performed a comparison between JIRA Portfolio and Planview Portfolios based on real PeerSpot user reviews.

Find out in this report how the two Enterprise Agile Planning Tools solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.

To learn more, read our detailed JIRA Portfolio vs. Planview Portfolios Report (Updated: January 2025).

Buyer's Guide

JIRA Portfolio vs. Planview Portfolios

January 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

JIRA Portfolio

Average Rating

8.2

Reviews Sentiment

6.8

Number of Reviews

Ranking in other categories

Enterprise Agile Planning Tools (4th)

Planview Portfolios

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (14th), Project Portfolio Management (8th)

Mindshare comparison

While both are Application Lifecycle Management solutions, they serve different purposes. JIRA Portfolio is designed for Enterprise Agile Planning Tools and holds a mindshare of 1.1%, down 2.3% compared to last year.
Planview Portfolios, on the other hand, focuses on Project Portfolio Management, holds 6.9% mindshare, up 6.7% since last year.

Enterprise Agile Planning Tools

Project Portfolio Management

Featured Reviews

Gary Craven

Vice President, Consulting Services at Paradigm Consulting Group

Powerful, flexible solution with a bit of a learning curve

The weakness of the solution is that the interface is a little nonstandard, meaning it's very flexible. It's got a lot of power and gives the user the ability to combine different projects into the portfolio and move user stories between projects and link them. What I have found in a couple of organizations that I've used it with, is that the uptake tends to be a little slow because it's got a bit of a learning curve. It can dump data out to Excel and those programs, but it also has a big ecosystem of plugins and add-ons that you can get. I guess it has some strength in that regard, but if you're going to run it on-prem, you have to have people that are pretty well-versed in the program and have the time and capabilities to handle integration and make sure they're adding those modules correctly. Their interface is a little unique and I think that's partly because the core of the product has morphed into several sub-products, but the underlying architecture has stayed the same on all of them in that it was originally a help desk ticketing system. Now they are moving into these new use cases, including systems development, business projects, business processes, and redevelopment projects, but there is a problem with the nomenclature that they use, and some of the documentation is a little techy for moving it into those more business-focused use cases. It's a very tech-focused product and that's fair given its origins, but if they really want to expand their community of users, then they're going to have to move beyond that a little bit and polish it up.

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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.

Read full review

Quotes from Members

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

Pros

"The developers can simplify tasks and each one of them can undertake a task and then they continue with development. Our processes are more efficient and easier for our manager and developers to track them. Their work is more organized."

"The most valuable feature of JIRA Portfolio is the visuals it provides rather than Kanban boarded tickets."

"I think the solution's most important and valuable feature is its ability to track the issues."

"The best features of JIRA are its flexibility and configurability, allowing us to tailor it to our specific needs."

"JIRA Portfolio has many wonderful features."

"It is a good scalable solution that I have used for small projects and reasonably large projects."

"The workflow and bucket features are most helpful."

"Has good analysis integration capabilities."

More JIRA Portfolio pros

"The most valuable features are the resource management, the time sheet entry and usage, and the financial planning. With our projects, we primarily focus on resource assignments, as far as determining the actual forecast and actuals of our projects. A lot of it is based off of the resources utilized on those projects. The time based helps us capture the actuals. The amount of time people are spending on working on their project tasks. Because they've built this into the schedule, so we can build the forecast. With financial planning, we're able to look back on what our variance is and if there is anything between the scheduled forecasted hours, dollars against the actual hours, and the costs that they utilize."

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

"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."

"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."

"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."

"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."

"I like that the data that we store is available for everybody. We're not trying to hide anything. Being an administrator, I know a lot about the tool. It is very easy to show somebody how to use the tool and get used to it. Hopefully that user doesn't come back and ask the same question twice is really what it is about. It's a very intuitive product as well. For what we use the tool for today, it's easy to learn and pick up."

"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."

More Planview Portfolios pros

Cons

"The initial setup could use improvement."

"The reporting and dashboard capabilities have room for improvement."

"The product could do with more flexible reporting."

"The data query language needs improvement."

"It's got kind of a steep learning curve."

"Converting a task into an epic is very troublesome."

"The solution is sometimes complex to use"

"JIRA and Confluence must be linked automatically."

More JIRA Portfolio cons

"The solution out-of-the-box that we established was insufficient. We had to purchase and set up OData. I don't believe that it's a great solution out-of-the-box but eventually you can get there."

"We don't use the Progression feature. We will use it at some point in time. Until then, we want to have a way to set time to help decide what's in the past, present, and future. It is one of the things we've been discussing with Planview."

"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."

"Configuring the UI in the content management system is too elaborate and too time-consuming."

"Our challenge will be this tool is complex. It is not necessarily easy to start and learn from the beginning. How do you get people who are not professionals to adopt it, use it, and not be mean about it?"

"There can be improvement on the sense of urgency because a lot of times we've exhausted everything that we can, and now, we're reaching out. So, it isn't a, "Well, have you tried to reboot this?" We've already done everything. Once we put in a ticket, there should be more of a sense of urgency on it."

"The out-of-the-box reports, as far as I can tell, are weak. We've had to build a lot of reports using Power BI, which we connected to it."

"The scheduling's kind of clunky in terms of its ability for us to see what stage work is at. They could have done better with that. It can be difficult to use."

More Planview Portfolios cons

Pricing and Cost Advice

"When we first got the tool, it cost 3,000 euros a year for unlimited users, which was a great deal. But the prices kept going up over the years. I'm not involved with pricing anymore, but I heard they increased a lot, so we decided to stop using it."

"The pricing of the solution is expensive."

"The price is reasonable"

"On a scale of one to ten, where one is cheap, and ten is expensive, I rate the pricing an eight."

"Portfolio is very expensive, costing on average $2000-3000 per user per month."

"I do not believe that the product provides value for money since I feel that it is quite expensive."

"There are free plugins available, but most of them are at an additional cost. Additionally, other services are an extra cost."

"On a scale of one to ten, where one is cheap, and ten is expensive, I rate the pricing a six."

More JIRA Portfolio pricing and cost advice

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

"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."

"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."

"With the costs, they were very understanding. Knowing that we were an existing customer, they were very much willing to work with us to make sure that we were able to transition to Enterprise One from PPM Pro."

"Our licensing costs are about a quarter of a million dollars per year."

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

"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."

"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."

More Planview Portfolios pricing and cost advice

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Top Industries

By visitors reading reviews

Financial Services Firm

21%

Computer Software Company

16%

Manufacturing Company

12%

Government

Manufacturing Company

16%

Financial Services Firm

16%

Computer Software Company

12%

Government

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

What do you like most about JIRA Portfolio?

The solution's tracking capabilities helped ensure we had full visibility into planned work and scheduled work.

See all answers

What is your experience regarding pricing and costs for JIRA Portfolio?

I am part of the delivery team and am not exposed to the commercial information. However, from what I understand, JIRA is competitively priced. It is not considered expensive in the market.

See all answers

What needs improvement with JIRA Portfolio?

User experience should be more intuitive. Currently, it's not that intuitive. Additionally, a lot of querying and customization is needed for reporting. If there could be some templates out of the ...

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...

See all answers

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

Jira Align vs JIRA Portfolio

Compared 24% of the time

Oracle Primavera Portfolio Management vs JIRA Portfolio

Compared 22% of the time

Broadcom Clarity vs JIRA Portfolio

Compared 16% of the time

Microsoft Project Server vs JIRA Portfolio

Compared 11% of the time

Microsoft Azure DevOps vs JIRA Portfolio

Compared 11% of the time

More JIRA Portfolio Competitors

Broadcom Clarity vs Planview Portfolios

Compared 15% of the time

LeanIX vs Planview Portfolios

Compared 10% of the time

Planview PPM Pro vs Planview Portfolios

Compared 10% of the time

Planview ProjectPlace vs Planview Portfolios

Compared 10% of the time

SAP Portfolio and Project Management vs Planview Portfolios

Compared 9% of the time

More Planview Portfolios Competitors

Product Reports

Buyer's Guide

JIRA Portfolio

February 2025

Download JIRA Portfolio product report

Buyer's Guide

Planview Portfolios

February 2025

Download Planview Portfolios product report

Also Known As

Portfolio for JIRA

Planview Enterprise One, Troux

Overview

Jira Portfolio is an agile roadmapping tool designed to help teams build plans, envision the big picture, track progress, and share the process with stakeholders.

Jira Portfolio is planned based. A plan in Portfolio is a complete view of the tasks, teams, and release dates for your Jira projects.

Once you start to create a plan, there are three main factors you need to define:

Scope: A list of tasks that need to be carried out in order to complete the plan.

Teams: Who will be implementing the work? With the correct data in place, Portfolio can estimate how long it will take for the team to complete their tasks.

Releases: Your scheduled release date.

With Jira Portfolio, you can create a visual timeline to gain visibility across each of your teams and projects in a single place from a granular level and review cross-team and cross-project dependencies to prevent bottlenecks. This visibility can help you plan realistic release dates and manage your team’s capacity. The solution allows you to try out different scenarios with your roadmap and resources to help guide your decision making. Once you have a solid plan, you can easily integrate with Jira Software and commit your changes.

Jira Portfolio allows managers to easily add team members. The tool’s powerful scheduling algorithm assigns tasks to teams while taking priorities and dependencies into account so it can create a realistic forecast for project completion.

Jira Portfolio Benefits

Some of the top benefits of using Jira Portfolio include:

Roadmaps and roadmaps dependencies: Roadmaps list details about the tasks that need to be executed in order to complete a project, as well as predictions for when they will be completed, which teams are in charge of the task, and a list of resources they require. By setting dependencies on your team’s roadmaps, unnecessary bottlenecks are avoided.

Integration with Jira: Jira Portfolio is dynamically integrated with your Jira Software project data and constantly pulls your latest data from Jira Software, allowing you to plan your projects with updated information.

Envision scenarios: Create what-if scenarios and save them to Jira if you decide to adopt them.

Reporting: Share capacity reports and more to allow team members and stakeholders to gain visibility and insights into the process.

Task completion estimation methods: Estimate how long a specific task will take and compare these estimations with the actual time to completion to help assess team performance and efficiency and improve the accuracy of estimation calculations over time.

Reviews from Real Users

Jira Portfolio stands out among its competitors for a number of reasons. Two major ones are its roadmap creation tools and its flexibility.

Meeta L., a lead product manager at a tech vendor, says, “The valuable features of the JIRA Portfolio are the customization it provides which is very useful and the Agile project management capability.”

Juan P., a senior IT project manager at Avantica, writes, “Portfolio helps us increase the visibility of projects' status and management with remote workers who make up most of the company.”

Atlassian

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

Rosetta Stone, Sprint, UBS, Workday, Expedia, J.P. Morgan

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

Buyer's Guide

JIRA Portfolio vs. Planview Portfolios

January 2025

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