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 6.4% 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

1,148 Views
528 Comparison Views

83% willing to recommend

Planview Portfolios

Read 71 Planview Portfolios reviews

3,460 Views
1,488 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: March 2026).

Buyer's Guide

Planview Daptiv vs. Planview Portfolios

March 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 March 2026, in the Project Portfolio Management category, the mindshare of Planview Daptiv is 3.1%, up from 1.0% compared to the previous year. The mindshare of Planview Portfolios is 6.4%, down from 7.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management Mindshare Distribution
Product	Mindshare (%)
Planview Portfolios	6.4%
Planview Daptiv	3.1%
Other	90.5%

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

"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."

"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."

"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."

"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."

"We're still in an early stage. Things will change as we use it more. I did program reports that are important and that will provide us with value."

"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."

"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."

"The most valuable feature of this solution is reporting."

"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."

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

"Enterprise One provides a variety of types of resource assignments for assigning work to people. It's very easy and straightforward to configure these assignments. Planview allows us to see the entire workforce. We can see where our skill sets of people are, what they're working on, and allows us to make informed business decisions based on priority."

More Planview Portfolios pros

Cons

"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."

"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."

"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."

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

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

"The outcome management and work resource management in terms of teams needs improvement. Team handling, how team requirements are generated, and how the resource managers can work with teams needs to be improved."

"When we first deployed, there were some issues. We never got to the root cause of why they happened. Since we didn't have any history with it, we weren't quite sure if this was a standard operating procedure or it truly was a glitch."

"The content management definitely needs to improve. We don't really use content management for projects inside Enterprise One. We have actually switched to a SharePoint site. We have a feed from Enterprise One every night of all the projects that are created."

"The technical support is a little overworked. At least, they have been in the past year. We need them to focus on somethings from time to time. You can tell that they're really focusing on many things. It has gotten better, but I think they could still use some relief."

"We do have some significant issues with our integrations that we're working through. Those are not as stable or reliable as what we would like."

"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."

"One area where Planview Portfolios could be improved is the reporting module, which needs to be more flexible as it is not easy to switch between data representations easily."

"I think that the user interface needs some getting used to. It's not immediately intuitive. That's potentially room for improvement. I think also that an organization needs to have good support from some senior management to get something like Planview established."

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."

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

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

"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."

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

"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."

"When we went through that process, I believe it is competitive with others on the market. However, there are less expensive options available. It's a more premium offering at a higher price."

"We are on the Flex licenses."

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

More Planview Portfolios pricing and cost advice

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Top Industries

By visitors reading reviews

Performing Arts

11%

Marketing Services Firm

Financial Services Firm

Government

Manufacturing Company

15%

Financial Services Firm

Marketing Services Firm

Healthcare 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	3
Large Enterprise	67

Questions from the Community

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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?

My experience with pricing, setup cost, and licensing has been that Planview Portfolios is one of the best and a very cost-effective tool.

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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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Product Reports

Buyer's Guide

Planview Daptiv

February 2026

Download Planview Daptiv product report

Buyer's Guide

Planview Portfolios

February 2026

Download Planview Portfolios product report

Also Known As

No data available

Planview Enterprise One, Troux

Overview

Daptiv by Changepoint is an industry-leading Project and Portfolio Management (PPM) solution that helps businesses connect strategy to execution. Plan and monitor your portfolios from a top-down perspective to ensure you’re investing in the right projects to align with the overarching goals of your business.

Planview

Planview Portfolios equips leaders in strategic portfolio management to enhance investment confidence and market responsiveness through seamless strategy connection, planning, delivery, and outcomes, offering both cloud and on-premises options.

Planview Portfolios supports executives and portfolio managers by improving strategic execution with automated and adaptable processes. It integrates strategy and outcomes by aligning business and technology plans to optimize funding and resource capacity. Features include end-to-end visibility, which allows tracking of strategic initiatives and the ability to analyze performance data using key metrics. It also provides dynamic planning and funding via scenario modeling, allowing businesses to adapt funding based on outcomes while ensuring balanced investments against capacity.

What are the key features of Planview Portfolios?

Strategic Alignment: Connects OKRs with execution processes.
End-to-End Visibility: Assesses performance with KPIs for strategic decision-making.
Dynamic Planning and Funding: Scenario modeling for incremental funding.
Flexible Capacity Planning: Balances resources and dependencies.
Connected Technology Strategy: Aligns tech investments with priorities.
Adaptive Program Management: Integrates planning and cross-functional teams.

What benefits do users gain from using Planview Portfolios?

Customization and Interface: Offers tailored layouts and an intuitive interface.
Centralized Management: Manages projects and resources effectively.
Robust Reporting: Features Power BI integration for comprehensive reports.
Agile Integration: Supports agile practices alongside traditional methods.
Enhanced Collaboration: Facilitates team collaboration across departments.

Planview Portfolios sees extensive use across industries like IT, financial planning, and resource management. Global companies implement it for managing projects, resource allocation, and strategic planning. It's crucial for end-to-end project management, including investment planning, capacity management, and connecting agile with traditional resource planning, supporting departments worldwide in project execution.

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

March 2026

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Find out what your peers are saying about Planview Daptiv vs. Planview Portfolios and other solutions. Updated: March 2026.

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