Planview Daptiv vs Planview Portfolios comparison

Planview Daptiv and Planview Portfolios are both solutions in the Project Portfolio Management category. Planview Daptiv is ranked #14, while Planview Portfolios is ranked #4 with an average rating of 8.5. Planview Daptiv holds a 3.1% mindshare in PPM, compared to Planview Portfolios’s 6.2% mindshare. Additionally, 83% of Planview Daptiv users are willing to recommend the solution, compared to 91% of Planview Portfolios users who would recommend it.

Planview Daptiv

Read 12 Planview Daptiv reviews

2,508 Views
1,129 Comparison Views

83% willing to recommend

Planview Portfolios

Read 71 Planview Portfolios reviews

7,199 Views
3,024 Comparison Views

91% willing to recommend

Planview Daptiv

Planview Portfolios

Comparison Buyer's Guide

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Executive SummaryUpdated on Jun 3, 2026

Planview Portfolios and Planview Daptiv compete in the project management software category. Based on feature comprehensiveness, deployment flexibility, and pricing, Planview Portfolios appears to have the upper hand.

Features: Planview Portfolios is valued for its resource management, financial planning, and collaboration capabilities. It offers a centralized platform for both agile and hybrid project methodologies. On the other hand, Planview Daptiv is noted for robust resource allocation and project control functions, though it may not be as feature-rich as Planview Portfolios.

Room for Improvement: Planview Portfolios could improve its user interface and standardize automation and agile features. Its reporting capabilities also need easier configuration. Planview Daptiv could enhance user interface consistency and integration functionalities, potentially improving effectiveness by specializing in specific areas.

Ease of Deployment and Customer Service: Planview Portfolios offers deployment on various platforms including public and private clouds, and on-premises, providing more flexibility than Planview Daptiv, which is primarily available on the public cloud. Customer service for both is mixed, with Planview Portfolios noted for proactive support but inconsistent responses, and Planview Daptiv with varying response experiences.

Pricing and ROI: Planview Portfolios is perceived as offering a good balance of cost and value, with multiple licensing models like the FLEX plan enhancing its appeal, especially for mid-to-large enterprises. Planview Daptiv's pricing is seen as complex with varying costs based on user roles, though initial setup is considered cost-effective. Both platforms demonstrate ROI through project visibility and resource management, but Planview Portfolios is seen as having a broader business impact.

To learn more, read our detailed Planview Daptiv vs. Planview Portfolios Report (Updated: August 2026).

Buyer's Guide

Planview Daptiv vs. Planview Portfolios

August 2026

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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

Planview Daptiv

Ranking in Project Portfolio Management

14th

Average Rating

8.2

Reviews Sentiment

7.3

Number of Reviews

Ranking in other categories

No ranking in other categories

Planview Portfolios

Ranking in Project Portfolio Management

4th

Average Rating

8.0

Reviews Sentiment

6.8

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (8th)

Mindshare comparison

As of August 2026, in the Project Portfolio Management category, the mindshare of Planview Daptiv is 3.1%, up from 1.5% compared to the previous year. The mindshare of Planview Portfolios is 6.2%, down from 7.6% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management Mindshare Distribution
Product	Mindshare (%)
Planview Portfolios	6.2%
Planview Daptiv	3.1%
Other	90.7%

Project Portfolio Management

Featured Reviews

reviewer2068344

Director of Operations at a tech services company with 11-50 employees

Useful project management capabilities, beneficial dashboards, but project planning could improve

The areas that should be improved in Planview Daptiv are a subject that can be viewed differently depending on who you ask. I feel they should focus on excelling in one specific area rather than providing average capabilities in many areas. For example, their project planning software is satisfactory but not as advanced as Microsoft Projects. The same goes for the capacity planning tool and reporting capabilities, which can be improved upon by using custom Excel spreadsheets or by hiring a business analyst for additional support. In short, the biggest weakness of Daptiv is that it does not excel in any one area and only provides average performance. In a future release, it would be beneficial to have a undo button.

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Monabi Kingsley

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.

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 most valuable features are resource allocation and capacity planning."

"It's difficult to pinpoint just one most valuable feature, as there are many features that can be beneficial. For the specific use case of my client's project management office, they found the project management features of the application to be particularly valuable, such as project boards, reporting, and the ability to customize views. Additionally, task management and project scheduling were also highly utilized. However, capacity planning was not used as much as the others, as there was a lack of support from executives to invest in training and implementing it due to a lack of processes in place. The project planning features, dashboard, and reporting capabilities were considered the most valuable."

"Daptiv templates give you a world of possibilities, no matter the PMI maturity level the company has."

"Changepoint allowed us to model resource request/assignment workflow in our large PS organization."

"The powerful collaboration is definitely the most valuable and the fact that you can adjust flexibility to almost any methodology, and the easy creation of complete new functionalities without programming code."

"I implemented for a large client of mine and saw them quickly get up and running and leverage Daptiv to help them manage their IT demand from their internal customers."

"The experience with Changepoint has been great considering that most organizations won't use 90% of the application's features."

"Consequently, it is the single point of truth for both our project managers and our senior leadership."

More Planview Daptiv pros

"With the lifecycles, it helps us step through our processes easier. We'll take a process and create it in Visio, then we'll go and implemented in Planview. Anytime that we have to do a new process, this is what we use. We just step it through the lifecycles and the configure screens are very easy to use. The fields that you need are easy to use."

"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."

"Once you get a good grasp of the principles of Planview, it is a really powerful tool."

"It has been effective for our delivery; it has given us much better visibility into what is being delivered and when, and our finance/accounting department has been able to get more information than what they had before."

"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 look and feel of it is pretty clean."

"The solution’s integrated product portfolio has transformed our organization’s strategy because previously we didn't have a specific tool which was being used for project management, people were using different sets of tools for managing their projects, and there was no centralized tool where the organization knew what people were working on, and this tool gives them that visibility on all projects."

More Planview Portfolios pros

Cons

"I find the solution has an excessive amount of features. Many aren't even kept current. Some aren't useful at all. There's an overall lack of coherence within the solution. It can make the execution difficult. Many features can easily be eliminated and it would help streamline the solution. They should get rid of 80% of the features and then really focus on the leftover 20% to make it a really great product."

"I would say there is too much work that has to go into the configuration up front and for the first 6 months to 1 year after, which costs time, money, and resources, and it is not a very advanced tool and seems interface-wise to be behind the times."

"The user interface is quirky and does not always conform to the expected Microsoft UI standards."

"The previous solution that we were using was Projector PSA; it was overall a superior product."

"Accessing some functions is a bit obscure and requires some knowledge of how the product works, but the upgrade from v2012 to 2014 improved that situation and I expect the upcoming upgrade to 2017 to further streamline operations."

"Limited unless you purchase additional support hours."

"Expense management, simulation scenarios, and budget control could be great and useful features to include."

"It would also be nice to see some improvements on the IBM Cognos Analytics. There's still work to be done on the analytics side of things, like your condition formality."

More Planview Daptiv cons

"The solution is stable. However, it's so robust, there's so much data, that it has the tendency to lag."

"The reporting is absolutely shocking. It's not good reporting and requires improvement."

"Planview Portfolios integration with Power Apps is an area where there is still opportunity for improvement."

"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."

"I would like to see more documentation pieces. Right now, they do have the content repository. I would like to see more out-of-the-box features with document repository capabilities."

"We have required more time from our resource managers to spend time in the tool. The adoption has been slower than we would have hoped. So, I would think from a rollout perspective, if Planview could help us with material which gets non-Planview users or previously light Planview users to become more heavy users of the system, then this would help us with the rollout."

"From a financial perspective, it is good; from a scheduled perspective, it is not so good, and from an execution perspective, it is even worse."

"The administrative tabs are very confusing, especially in terms of configuring screens and users."

More Planview Portfolios cons

Pricing and Cost Advice

"The licensing is pretty complex. Each kind of user is a different price. It's approximately $300 per year. They charge additional fees for technical support and other additional services."

"It's a yearly license, but it's not an open license. It's based on users and their roles. So your administrator is priced differently from your timesheet user."

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

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

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

"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."

"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."

"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."

"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

Construction Company

16%

Outsourcing Company

13%

Comms Service Provider

10%

Financial Services Firm

Manufacturing Company

15%

Construction Company

10%

Financial Services Firm

10%

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	4
Midsize Enterprise	4
Large Enterprise	4

By reviewers
Company Size	Count
Small Business	2
Midsize Enterprise	4
Large Enterprise	66

Questions from the Community

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Earn 20 points

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.

See all answers

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...

See all answers

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...

See all answers

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Product Reports

Buyer's Guide

Planview Daptiv

July 2026

Download Planview Daptiv product report

Buyer's Guide

Planview Portfolios

July 2026

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Also Known As

No data available

Planview Enterprise One, Troux

Overview

Planview Daptiv offers robust project management capabilities with a focus on resource allocation, capacity planning, and collaboration.

Planview Daptiv is known for its excellent reporting, flexibility, and no-code functionalities. It includes beneficial portfolio views and comprehensive dashboards while integrating with IBM Cognos for enhanced analytics. The platform's timekeeping feature efficiently records billable hours, and its project boards and task management add significant value. However, improvements are needed in areas like expense management and resource allocation. Some users encounter complex and outdated features. Enhanced security measures, better integrations with tools like ITFM, and improved analytics would boost its utility.

What are the standout features of Planview Daptiv?

Resource Allocation: Efficiently manage and allocate resources across projects.
Capacity Planning: Support project planning and execution with effective capacity planning tools.
Collaboration: Enhance team collaboration through powerful integrated tools.
Reporting: Utilize excellent reporting capabilities for comprehensive insights.
No-code Functionality: Easily create features without special coding skills.

What benefits should users focus on in reviews?

Improved Project Oversight: Centralize project management across multiple scenarios.
Increased Productivity: Streamlined timekeeping and task management processes.
Enhanced Analytics: Benefit from advanced analytics with IBM Cognos integration.
Optimized Resource Use: Make informed decisions with resource allocation and capacity planning.

Organizations use Planview Daptiv in IT and construction projects, multi-project oversight, and comprehensive tracking. Consultancy firms employ it for PSA activities, aiding in the implementation process. It supports new project management offices post-merger for technical tasks, similar to Jira.

Planview

Planview Portfolios empowers executives, finance, and portfolio leaders by enhancing strategic investments, improving market responsiveness, and connecting strategy and execution for optimal visibility.

Planview Portfolios offers comprehensive strategic and project portfolio management to organizations. Automating and scaling these processes, it enhances speed-to-value, aligns strategic objectives with execution, and connects business and technology planning for optimal funding and resource capacity. Users gain end-to-end visibility, track progress, and improve decision-making by utilizing integrated financial and capacity planning.

What key features does Planview Portfolios offer?

Strategic Alignment: Aligns objectives and OKRs with execution to ensure strategic goals are met.
End-to-End Visibility: Tracks performance across the organization to support timely decision-making.
Dynamic Planning and Funding: Utilizes scenario modeling for flexible strategic investment funding.
Flexible Capacity Planning: Balances programs and staffing levels against available capacity.
Connected Technology Strategy: Aligns technology investments with strategic digital initiatives.
Adaptive Program Management: Manages dependencies, risk, and progress through integrated planning.

What benefits can users find in reviews of Planview Portfolios?

Workflow Efficiency: Enhances efficiency by minimizing bottlenecks and optimizing execution.
Improved Decision-Making: Provides comprehensive insights for better informed strategic decisions.
Financial Insights: Offers detailed financial tracking across projects for greater transparency.
Organizational Agility: Increases productivity and adaptability through a unified platform.

Planview Portfolios is implemented across projects in industries requiring strategic planning, resource allocation, and financial tracking. Organizations manage project lifecycle and integration with ERP systems on a centralized platform, utilizing customizable workflows and reporting tools to enhance efficiency and streamline team processes.

Planview

Sample Customers

AOS Studley, Austrian Airlines, bpost bank, Employees Provident Fund, Stena Metall, VitalityHealth, Precor

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

Buyer's Guide

Planview Daptiv vs. Planview Portfolios

August 2026

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