Planview PPM Pro vs Planview Portfolios comparison

Planview Portfolios and Planview PPM Pro are both solutions in the Project Portfolio Management category. Planview Portfolios is ranked #8 with an average rating of 8.5, while Planview PPM Pro is ranked #7 with an average rating of 6.3. Planview Portfolios holds a 6.0% mindshare in PPM, compared to Planview PPM Pro’s 7.0% mindshare. Additionally, 90% of Planview Portfolios users are willing to recommend the solution, compared to 88% of Planview PPM Pro users who would recommend it.

Planview Portfolios

Read 63 Planview Portfolios reviews

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617 Comparison Views

90% willing to recommend

Planview PPM Pro

Read 32 Planview PPM Pro reviews

1,691 Views
731 Comparison Views

88% willing to recommend

Planview Portfolios

Planview PPM Pro

Comparison Buyer's Guide

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Executive SummaryUpdated on Nov 4, 2024

Planview Portfolios and PPM Pro both compete in the project management domain. While Portfolios are strong in strategic integration and resource management, PPM Pro stands out with its flexibility and customizable reporting capabilities.

Features: Planview Portfolios focus on integrating strategy with execution, managing organizational resources, financials, and project execution elements comprehensively. It offers robust portfolio and technology management features, though customization options are somewhat limited. PPM Pro is known for its flexibility, ease of customization, and enhanced ad hoc reporting capabilities, especially with tools like Power BI, allowing businesses to tailor solutions to their specific needs.

Room for Improvement: Planview Portfolios could enhance user interface modernization, reporting capabilities, and integration with more Agile tools. Users seek better support and open access to documentation, alongside more customization options and improved financial components. Planview PPM Pro could improve integration with other tools, enhance task management, and update its interface for a more modern look.

Ease of Deployment and Customer Service: Both Planview Portfolios and PPM Pro offer flexible deployment across various environments, though customer service reviews are mixed. Some users highlight the depth of technical support and community resources, while others point out delays in response and post-deployment support challenges. High support turnover and service quality consistency are concerns.

Pricing and ROI: Planview Portfolios are priced higher than some competitors, suitable for organizations with strategic needs, but costly if license usage isn't fully leveraged. ROI is seen through strategic management and alignment but is not easily quantified financially. PPM Pro, while expensive, offers value through adaptability and effective project portfolio management, showing ROI in resource allocation and strategic execution.

To learn more, read our detailed Planview PPM Pro vs. Planview Portfolios Report (Updated: December 2024).

Buyer's Guide

Planview PPM Pro vs. Planview Portfolios

December 2024

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Categories and Ranking

Planview Portfolios

Ranking in Project Portfolio Management

8th

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (15th)

Planview PPM Pro

Ranking in Project Portfolio Management

7th

Average Rating

7.8

Reviews Sentiment

7.0

Number of Reviews

Ranking in other categories

Project Management Software (16th)

Mindshare comparison

As of December 2024, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 6.0%, down from 6.9% compared to the previous year. The mindshare of Planview PPM Pro is 7.0%, down from 8.5% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management

Featured Reviews

EduardoMaya

Project Office Manager at Hoteles City Express

A solution that gives you all the information you need to plan detailed projects

The initial setup was just a little complex. I rate the initial setup a seven out of ten. Deploying the solution took two weeks. While deploying the solution, we had two instances, one for the IT team and one for the business team. And we had to connect the two and explain things to the team. Only two people were needed to deploy the solution, me and another person.

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MartinQuiroga

Value Stream Management specialist & Solution Leader at Tricise at OdPe Business Solutions

Needs to improve roadmap, scalability and communication

The product feels like a toy. The tool needs to improve its roadmap. It needs to improve things on a project management level which includes communication as well. I am working with the product for two to three years. The product is not scalable. We have around 15-20 users for the product. My…

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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 overall interface is very easy to use. It puts together strategy and execution across all your investments."

"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."

"Its view into resource capacity and availability helps us to manage work. In reporting, we use this facility to help with resource capacity and availability. It also helps to see how much we are using. We derive that information from the work and resource management screen. That is very helpful."

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

"We can easily see which functions are overcapacity. Before, we did not have visibility into that."

"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."

"I like that everyone is able to see the same data. All of our users who aren't just time reporters have read access to all the data that is out there. So, it is one source of truth where everybody can go in and see the exact same data that everybody else sees. It is transparent."

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

More Planview Portfolios pros

"It is flexible, because so far we haven't been able to figure out anything that it cannot do. It's highly configurable. We've added custom field design screens to fit our needs, develop reports, and dashboards that give us the ability to deliver much better information, especially to senior IT management."

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

"PPM Pro provides managers the insight they need to empower decision-making. The data is always in the tool. It's just making sure people are using it correctly. We track the requests as they come in. We track our demand by each of our teams within IT and then estimate that effort so that we can see if we are getting a lot of requests to certain teams. We check the demand versus capacity as those items come in."

"PPM Pro has improved my organization through standardization. The big thing for us is that we came from a very immature state of play. Everyone had their own risk and issue management capabilities and their own different impacts for risks. We've been able to standardize that within the program delivery arena. That for us has been a major thing. We're all speaking the same language about the same things and using the same metrics in order to capture statuses."

"The Warm screen, even though we're not going to the deep levels and deep details of all the projects and trying to assign resources at the lowest level, it gives us a quick visual of what resources are being worked on, what projects, and on what activities they're working on. At least at a very high level, because we're not using all the assignment components to the fullest detail, but at least with what Planview gives us as a tool and how we're leveraging it, it gives us that quick view of who's working on what project and who's booking time to what project at any given time or any given a week."

"The most valuable feature of this solution is that my team can use one tool that's reliable, scalable, and provides the leadership team visibility to what's going on."

"Daptiv is a project management tool, so it's pretty straightforward. The ability to manage projects and programs has been beneficial for us."

"It is certainly the resource management feature that is most valuable for us. It is the supply and demand. Like most companies, one of the hardest nuts to crack is understanding where your people are and getting them to do the right thing at the right time. So, certainly, out of all the functionality, this has been the saving grace for us because it now provides us with the insight to do future planning and stop taking on more work than we are physically capable of doing as a company."

More Planview PPM Pro pros

Cons

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

"Some of the out-of-the-box reporting is not immediately useful and although it can be configured or customized, there are still improvements that can be made."

"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."

"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."

"Even though Enterprise One is easy and user-friendly, it could provide better training like a demo. Providing more tutorials or sessions would really help."

"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."

"Visualization and reporting areas could use improvements by having canned reports."

More Planview Portfolios cons

"Connecting funding and strategic outcomes with work execution is a challenge right now for us. Part of what we are facing is we have a couple of drivers of where projects are coming from. One of them is our innovation group. They are just sort of tangentially using PPM Pro for recording the status of projects and not really planning them within there. We need a stronger link between our current financial reporting system and Planview PPM Pro, so we can start to more easily record our external costs in the tool."

"This solution does not work well as a task management system because it is very difficult to expand beyond just the basic tasks, and this would be a worthwhile area for improvement."

"From a usability standpoint, the part where there are people on the tasks section on a team is a little challenging. Then for some reason, the in-demand reports are embedded in the resource section and to run them is just completely different and separate from the reports entity which is a lot."

"Reporting and dashboards need improvement. I know they're doing a major revamp of that. We're really looking forward to that because that's something that is really being requested by our customers to give them better visibility, reporting, and dashboards that are easier to understand."

"There should be the ability to store historical functions, but this is not just for this tool. It is applicable to many tools. It would be great if we were able to store specific historical data, such as risk management."

"Reporting and dashboards need improvement. They've got the new beta coming out now and I've been playing around with that in our sandbox environment."

"Based on my experience, the financial management screens have gone a long way, but I think there's still some room for improvement in terms of how you model them and the different version controls."

"The product feels like a toy. The tool needs to improve its roadmap. It needs to improve things on a project management level which includes communication as well."

More Planview PPM Pro cons

Pricing and Cost Advice

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

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

"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."

"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."

"We are on the Flex licenses."

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

More Planview Portfolios pricing and cost advice

"Bulk volume discounts are a little better. Right now we have to buy in lots of 20 at $200 a license. That's a little steep. For example, with Service Now, I pay $48 a seat for a license."

"The pricing for me is more about understanding your own needs in the company because it is one license for one person model. So, you have to really understand how many licenses you need and what may be the influx of your staff. The good thing about Daptiv is that we just need a quick telephone call to our customer success manager if we want to increase our licensing. It takes a day or two to do. So, we can upscale very quickly. We've never downscaled, but I'm guessing if we had to, we'd have to wait till the contract completes or renegotiate a different licensing cost. So, you definitely need to understand what different types of licenses provide from a functionality point of view, and then order 10% more than you need based on the influx of staff in the company. There are costs in addition to the standard licensing fees. We have the report functionality for which we pay separately for 10 hours per month."

"Because we have PPM Pro with Project place, we transitioned to the Flex model."

"$6 million has been the return on investment so far, and that was because of work intake. Now that we are scrutinizing the work intake and asking questions like, "Is there an alternative to your $10 million project?" We had one project come in for $10 million, scrutinize it through our gate review process, and wound up with the alternative, which was $3.8 million. So, a $6 million savings."

"My advice is to pay attention to integration opportunities to reduce your licensing cost with Planview. There are additional costs for consulting services and advanced customer support."

"The cost was in line."

"Our current license is from 2019 to 2022. So for that three-year subscription, it was $60,000 for the subscription, users, platform, and connections. Then there were some add-ons. Connecting to some of our other systems like HR for that period cost us around $12,000."

"Pricing was fair and I thought it was comparable to the other ones that we looked at. Other than ServiceNow, it was the most expensive, but we knew we were going to get a lot of value for that, so we went with it. We paid $40,000 for the implementation and for the workshops."

More Planview PPM Pro pricing and cost advice

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Top Industries

By visitors reading reviews

Financial Services Firm

16%

Manufacturing Company

15%

Computer Software Company

11%

Government

Financial Services Firm

14%

Manufacturing Company

11%

Computer Software Company

11%

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

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?

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...

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What do you like most about Planview PPM Pro?

The product's deployment is straightforward.

See all answers

What is your experience regarding pricing and costs for Planview PPM Pro?

Licensing costs are competitive enough. The price is reasonable given that the solution is geared towards large companies.

See all answers

What needs improvement with Planview PPM Pro?

The product feels like a toy. The tool needs to improve its roadmap. It needs to improve things on a project management level which includes communication as well.

See all answers

Comparisons

Broadcom Clarity vs Planview Portfolios

Compared 13% of the time

LeanIX vs Planview Portfolios

Compared 12% of the time

SAP Portfolio and Project Management vs Planview Portfolios

Compared 11% of the time

Planview ProjectPlace vs Planview Portfolios

Compared 11% of the time

Jira vs Planview Portfolios

Compared 6% of the time

More Planview Portfolios Competitors

ServiceNow Strategic Portfolio Management vs Planview PPM Pro

Compared 14% of the time

Planisware vs Planview PPM Pro

Compared 12% of the time

Microsoft Project vs Planview PPM Pro

Compared 9% of the time

Planview ProjectPlace vs Planview PPM Pro

Compared 8% of the time

Planview AdaptiveWork vs Planview PPM Pro

Compared 7% of the time

More Planview PPM Pro Competitors

Product Reports

Buyer's Guide

Planview Portfolios

December 2024

Download Planview Portfolios product report

Buyer's Guide

Planview PPM Pro

December 2024

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Also Known As

Planview Enterprise One, Troux

Innotas

Learn More

Planview

Video not available

Planview

Overview

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 PPM Pro centralizes the management of resources and projects while facilitating governance and providing visibility for improved decision making. Planview PPM Pro provides the ability to collect, prioritize, and execute projects so that PMOs can focus their resources on the work that delivers the most value.

Planview PPM Pro helps businesses get out of managing projects in complex spreadsheets or tools so they can gain visibility into all work and resources. For informed decision making, use Planview PPM pro to streamline project efforts into a single source of truth. The solution gives businesses the ability to align their centralized project portfolio to achieve business outcomes through financials, projects, and resources.

Planview PPM Pro Features

Planview PPM Pro has many valuable key features. Some of the most useful ones include:

Portfolio planning: Select the right projects that bring the most value to the business.
Reporting and dashboards: For better decisions, measure, manage, track, and report on all work.
Manage demands and plan resource capacity: Evaluate and make trade-off decisions based on available resources. Manage work requests in one place.
Manage resources: Ensure resources are working on the most important projects and understand resource capacity to appropriately staff those projects.
Manage portfolios and financial planning: Manage tasks and resources, project schedules, and the financials to deliver on time and on budget.
Scoring: Gather scores from across the organization throughout the project lifecycle to prioritize the highest value work and requests.
Planview FLEX: Use Lean-Agile and collaborative tools to help teams deliver their best work.
Centralized portfolio: Get visibility into all work, streamlining projects into a single source of truth. This establishes governance and improves overall delivery.
Predictive portfolio analysis: Identify the optimal mix of projects to predict, plan, and re-plan a balanced portfolio of resources and projects. Optimize delivery, increase agility, and save time and money.
Top-down portfolio planning: Create as many portfolios as needed to drive business alignment. Organize projects in portfolios, or contribute varying amounts across multiple portfolios.

Planview PPM Pro Benefits

There are many benefits to implementing Planview PPM Pro. Some of the biggest advantages the solution offers include:

Ability to prioritize project portfolios with top-down planning.

Increased confidence in knowing what resources are working on what projects. You can proactively allocate resources and improve delivery across your entire project portfolio.

Deliver on time and on budget to focus on your highest impact work. Align your projects with your goals.

Dashboards and reporting visibility give you power to accelerate PPM time-to-value for the business.

Ability to empower teams with FLEX because today’s enterprise is embracing a combination of work approaches to increase the success rate of strategic delivery.

Integrate your core applications seamlessly.

Reviews from Real Users

Planview PPM Pro stands out among its competitors for a number of reasons. Some of these include its exceptional customer service, its easy customization, and its real-time dashboards. PeerSpot users take note of the advantages of these features in their reviews:

Jai A., IT Project Manager at Orange Business Services, notes, “For every project, we have to establish timelines, set deadlines, and estimate the completion date of a particular task. PPM Pro notifies us if we are approaching the deadlines, and we can customize this to give notice two or three days in advance.”

Prateek A., a Manager at NISG, writes, “It helps you visualize all your strategic plans and the KPIs. It provides that information on a unified dashboard, in which you can track all your resources and the portfolios. It helps senior stakeholders and executives with clear reporting about project intake and demands, in real time."

Sample Customers

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

The Weather Channel, corcs, Crayola, Scan Health Plan, Vermont, Bank of the West, North West Company, University of Southern Mississippi, Jeffries, Purdue University, Chesterfield County Virginia, City of Memphis

Buyer's Guide

Planview PPM Pro vs. Planview Portfolios

December 2024

Free Report: Planview PPM Pro vs. Planview Portfolios

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