Planview Daptiv vs Planview Portfolios comparison

Planview Daptiv and Planview Portfolios are both solutions in the Project Portfolio Management category. Planview Daptiv is ranked #13, 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 6.5% 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

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671 Comparison Views

83% willing to recommend

Planview Portfolios

Read 71 Planview Portfolios reviews

4,373 Views
1,837 Comparison Views

91% willing to recommend

Planview Daptiv

Planview Portfolios

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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

13th

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 April 2026, in the Project Portfolio Management category, the mindshare of Planview Daptiv is 3.3%, up from 1.0% compared to the previous year. The mindshare of Planview Portfolios is 6.5%, down from 7.3% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management Mindshare Distribution
Product	Mindshare (%)
Planview Portfolios	6.5%
Planview Daptiv	3.3%
Other	90.2%

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

"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."

"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 most valuable features are resource allocation and capacity planning."

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

"The timekeeping features are great and very helpful."

"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 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."

"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."

More Planview Daptiv pros

"This is giving us huge flexibility to accommodate the company's needs."

"The portfolio and technology management are well built."

"It gives us room to grow because it's very flexible."

"The biggest impact has been the ability to see your resources and what they're working on, and most importantly having your projects in one place."

"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."

"It gives us the vast ability to churn out-of-the-box reports and have an overview about approach rates and resource utilization."

"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."

"We have a fairly good picture of time tracking."

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."

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

"I find the solution has an excessive amount of features. Many aren't even kept current."

"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."

"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."

"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."

"Limited unless you purchase additional support hours."

More Planview Daptiv cons

"We had issues with the data rephrasing."

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

"When we first deployed, there were some issues. We never got to the root cause of why they happened."

"The reporting is poor and requires improvement."

"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."

"User information and resource information in Planview Portfolios are separate."

"Support is still a challenge. We find it challenging more due to the responsiveness and getting a case or ticket assigned to an analyst."

"Because in the beginning, it was so overwhelming, and we didn't know anything about the tool."

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."

"The licensing part is a bit costly in comparison with the other available PPM tools."

"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."

"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 are on the Flex licenses."

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

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

"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

13%

Financial Services Firm

10%

Outsourcing Company

Performing Arts

Manufacturing Company

14%

Financial Services Firm

11%

Construction Company

Marketing Services Firm

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

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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...

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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

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Buyer's Guide

Planview Portfolios

April 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

April 2026

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