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 3.3% mindshare in PPM, compared to Planview Portfolios’s 6.6% 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

1,876 Views
844 Comparison Views

83% willing to recommend

Planview Portfolios

Read 71 Planview Portfolios reviews

5,418 Views
2,330 Comparison Views

91% willing to recommend

Planview Daptiv

Planview Portfolios

Comparison Buyer's Guide

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Executive SummaryUpdated on Nov 4, 2024

Planview Portfolios and Planview Daptiv compete in the project and portfolio management space. Based on the comparison, Planview Portfolios seems to have the upper hand with deeper integration and flexibility.

Features: Planview Portfolios offers comprehensive resource management, time reporting, and project execution capabilities with high configurability and flexible reporting. Integrated seamlessly with tools like Power BI, it allows easy creation of custom dashboards. Users also value its superior resource tracking and management features. Planview Daptiv, on the other hand, is celebrated for its ease and customizability in reporting, allowing business analysts to generate needed data independently. Although its project planning and resource management tools may not be as advanced, it presents a more straightforward experience for simple reporting needs.

Room for Improvement: Planview Portfolios users suggest refreshing the user interface, enhancing customization options, and improving tool integration, particularly for reporting. Challenges with the complexity of setup remain. Planview Daptiv is critiqued for its limitations in advanced capabilities and lacks depth in capacity planning. It grapples with intricate setup processes and would benefit from bolstering its project management features.

Ease of Deployment and Customer Service: Planview Portfolios offers deployment in public and private clouds and on-premises, giving users greater flexibility. Planview Daptiv remains primarily cloud-based. Customer service reviews for both are mixed, with issues of inconsistent support and turnover among support staff. However, technical support ratings are slightly more favorable for Planview Daptiv.

Pricing and ROI: Planview Portfolios is associated with a higher price point but justifies this through significant ROI due to its advanced features and robust integration capabilities, making it ideal for organizations aiming at resource optimization. Planview Daptiv, while more cost-effective with a simpler licensing model, may not offer the same depth of functionalities, resulting in potentially limited returns despite lower initial setup costs.

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

Buyer's Guide

Planview Daptiv vs. Planview Portfolios

April 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 (9th)

Mindshare comparison

As of May 2026, in the Project Portfolio Management category, the mindshare of Planview Daptiv is 3.3%, up from 1.3% compared to the previous year. The mindshare of Planview Portfolios is 6.6%, down from 7.5% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management Mindshare Distribution
Product	Mindshare (%)
Planview Portfolios	6.6%
Planview Daptiv	3.3%
Other	90.1%

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.

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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

"Reporting of IT capacity available for first time, time sheets available for first time."

"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."

"Changepoint gives us a view of the project status and needs very clearly, which are things that we used to miss with MS Project and Excel."

"I like the reporting engine, IBM Cognos, especially the analytics. That's a good tool. It's quite strong on the ideation and capacity-planning side, which is a huge plus."

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

"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."

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

More Planview Daptiv pros

"We use time reporting. We convert time reporting into financial costs and do contractor and capacity planning for our resources. We track our work. So, that's the module we use extensively. As a matter of fact, we have upwards of 300 open projects at this given moment. It is pretty close to 300 open activities that are working."

"The data is the most valuable because the reporting that we provide out of Planview is priceless when compared to any other tool. The reporting has a variety of reports. It has the capabilities of Power BI. It gives us all these dashboards that we can show to our executive leadership, and they have been very well-received."

"The most valuable features are the resource planning and tracking."

"As a user, I really liked the ease of the status reporting and the one stop shop of everything being in one location."

"We are able to take up the right work and invest in the highest value ideas."

"The flexibility allows it to become more self-service, and we can on-board users that do not have an IT or enterprise role, but more like an add-on list or even a business user."

"At the time of evaluation, there were only four or five environments in the entire world that could have met our requirements, and Planview by far was the best."

"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."

More Planview Portfolios pros

Cons

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

"This solution needs more standard connectors to other solutions i.e. to Infor ERP, Confluence, ..."

"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."

"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."

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

"Limited unless you purchase additional support hours."

"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."

"This solution needs more standard connectors to other solutions."

More Planview Daptiv cons

"I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting."

"The solution out-of-the-box that we established was insufficient. I don't believe that it's a great solution out-of-the-box but eventually you can get there."

"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 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."

"When we implement a release, we find numerous bugs and we have to have hot-fixes and patches put in on top of whatever we're testing at the time."

"For some projects where we have hundreds of tasks with hundreds of resources to open, it might take on the order of five minutes to load up, which, to open a screen, is not a reasonable amount of time."

"I think that the user interface needs some getting used to. It's not immediately intuitive."

"The resource area needs improvement. The improvements that have been made recently in the later versions have been good improvements, but I think there are some more improvements needed there."

More Planview Portfolios cons

Pricing and Cost Advice

"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."

"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."

"We are on the Flex licenses."

"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."

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

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

"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."

"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."

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

More Planview Portfolios pricing and cost advice

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Top Industries

By visitors reading reviews

Construction Company

13%

Financial Services Firm

10%

Comms Service Provider

Outsourcing Company

Manufacturing Company

14%

Financial Services Firm

11%

Marketing Services Firm

Construction Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	7
Midsize Enterprise	1
Large Enterprise	4

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

Questions from the Community

Ask a question

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...

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Product Reports

Buyer's Guide

Planview Daptiv

April 2026

Download Planview Daptiv product report

Buyer's Guide

Planview Portfolios

April 2026

Download Planview Portfolios product report

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

April 2026

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