Planview Portfolios vs Smartsheet comparison

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Planview Portfolios

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Executive SummaryUpdated on Nov 4, 2024

Planview Portfolios and Smartsheet compete in the project management software category. Smartsheet seems to have an upper hand with its flexible, user-friendly interface and robust real-time collaboration features which are appealing in various organizational settings.

Features:Planview Portfolios is known for its comprehensive resource management and strategic alignment, offering advanced reporting capabilities and extensive customization options. However, it lacks built-in templates which complicates initial onboarding. Smartsheet stands out with its project customization, Gantt charts, task dependencies, and real-time collaboration. Its intuitive dashboards and automation capabilities significantly aid project management and organizational communication.

Room for Improvement:Planview Portfolios could benefit from a more flexible and intuitive UI, better Agile tool integrations, and enhanced customer access to guides. It also faces challenges with reporting flexibility and support responsiveness. Smartsheet can improve in real-time collaboration, dashboard interactivity, and security options. Users suggest refining API integrations and automation features for better productivity.

Ease of Deployment and Customer Service:Planview Portfolios supports various deployment models including public, private, and on-premises but receives mixed reviews in customer service due to personnel turnover. It shows strengths in comprehensive support systems and documentation. Smartsheet excels in public and hybrid cloud environments, noted for straightforward configuration yet faces inconsistencies in customer service, highlighting a need for proactive support measures.

Pricing and ROI:Planview Portfolios is considered costly, justified by its extensive features, providing ROI through strategic management. Its FLEX licensing offers adaptability, though over-purchasing and high consultant costs present issues. Smartsheet offers competitive tiered pricing suitable for various organizational levels, allowing scalable access with free collaborators and licensed users. Some users find it costly for extensive automation and customization, though its low-cost entry provides flexibility.

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

Planview Portfolios vs. Smartsheet

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)

Smartsheet

Ranking in Project Portfolio Management

5th

Average Rating

8.0

Reviews Sentiment

7.2

Number of Reviews

Ranking in other categories

Project Management Software (5th)

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 Smartsheet is 8.1%, up from 7.1% 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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Asma Ali

Project Manager at a government with 10,001+ employees

Easy to use, simple to set up, and great for non co-located environments

At one point we were trying to use it to organize a curriculum for students to just have the weekly stuff. We kind of ran into trouble doing this. It's not really designed for that. What we were trying to do is give them a real-time syllabus with pre-readings and activities and stuff embedded. It ended up getting really complicated. They also had access, and while there’s probably a way to not give them access, I didn’t know how to set that. I just wanted to let them download. It got complex. It wasn’t just people updating what they were working on. It was something else and it didn’t work. If there was some way to store more complex files in the system, or if there was a back-end structure where you could store files, that would be ideal. We use Box to store recordings, for example, of sessions and stuff. We’d like to store it in this solution. We already integrate Smartsheet into Teams for updates and stuff. That works well.

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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 most valuable feature of this solution is reporting."

"The most valuable feature for me is the ease and customizability of reporting."

"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."

"We use expenditures quite a bit. We put in forecast expenditures and then we actualize them below the line in the little box in the bottom tray. Being able to track the project with relevant milestones is also valuable. Milestones are valuable because it helps us to keep the project on track. The expenditures are valuable because we need to be able to understand expenses that are beyond the regular resources in the projects."

"Planview has helped connect funding and strategic outcomes with work execution. That is the key use that we have for it. We use it to validate the work that we're doing and the funding that we need. The difference between the previous version and current version for us would be the ICPM and the way it gives us different scenarios. We can go in and build that out."

"The Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."

"Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool. It affects our project management because our project management uses Planview to monitor their daily work. Every night it loads our SAP system and then they monitor the daily work. They use Planview as a full planning and monitoring tool."

"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."

More Planview Portfolios pros

"I prefer Smartsheet for its flexibility."

"Granting access to Smartsheet is much simpler. Anyone can access it with just a link and password. Smartsheet also offers intelligent forms, allowing us to collect project proposals easily. Before our first meeting, I can review initial project ideas submitted through these forms. Additionally, attaching files is straightforward - no need to navigate through menus. The search function is also nice."

"The tool creates shareable dashboards. These dashboards allow us to display project deliverables' status, their position in the queue, expected delivery timelines, and more. The best part is that these dashboards can be shared with our clients without a license."

"Enables coordination and sharing of information that is relatively inexpensive."

"It operates as an enhanced and versatile version of Excel, offering a wide range of capabilities that allow you to accomplish various tasks and operations."

"It is a stable and scalable solution."

"As I am in the corporate legal department, I have to deal with a number of contracts and sometimes it's hard to keep up with email transactions. Having the tracker sheet and being able to build dashboards and workflow has been quite valuable."

"It's stable and simple to use."

More Smartsheet pros

Cons

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

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

"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."

"I would like to be able to copy and paste from Excel into work and assignments along with roles and hours, as opposed to having to type it out one by one."

"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."

"Our challenge will be this tool is complex. It is not necessarily easy to start and learn from the beginning. How do you get people who are not professionals to adopt it, use it, and not be mean about it?"

"Recently, we have gotten on a newer version. We're currently on version 15. Some of the things that we've been running into roadblocks on, it looks like the solutions will be coming out in versions 17 or 18. So, we have to upgrade before somethings can get completed."

More Planview Portfolios cons

"It would be beneficial to enhance user-friendliness and make it less complex while maintaining its overall excellence as a product."

"The system can become more challenging to use in more complex scenarios, requiring additional add-ons that can be quite costly."

"Initially, there were issues like dropdowns. Those have been overcome."

"The downside of Smartsheet is that there are some security concerns. We were able to restrict people from sharing sheets with anyone who was not in our domain, but it could be easier. We also found it hard to restrict certain user groups from adding attachments to sheets."

"We have to manually put in every dependency in Smartsheet."

"Areas for improvement in Smartsheet include better integration capabilities with other technologies through APIs and addressing limitations in reporting functionalities."

"You were forced to create a new tab rather than add another sheet."

"They provide a limited number of sheets which is not enough."

More Smartsheet cons

Pricing and Cost Advice

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

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

"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."

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

"I think all in we are at $33,000 a year and that includes Projectplace and Planview. We used to have the integration to JIRA, but we don't pay for that anymore."

More Planview Portfolios pricing and cost advice

"I pay $ 120 or $ 128 a month for two to three users."

"The solution is expensive."

"Smartsheet can be low-priced, with personal subscriptions around eight dollars a month, but I imagine it gets pricier for enterprise systems. Microsoft Project can be more expensive."

"I believe a licensed user costs between 300 to 400 euros."

"The tool's monthly fee is 25 dollars, which is within the range of most cloud-based project management tools. I rate the tool's pricing a five out of ten."

"If I'm not mistaken, it was pretty manageable. It was about 200 bucks a seed. The business really felt a strong need for it. So, it was viewed as a safer and more straightforward cost that we were willing to pay as compared to Domo, which took some convincing."

"There's a trial version and a free version. Each license costs a decent amount, $25 per month or something."

"I would assume there is a licensing fee. I don't think that it is free."

More Smartsheet pricing and cost advice

See which vendors are best for you

Use our free recommendation engine to learn which Project Portfolio Management solutions are best for your needs.

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824,053 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Financial Services Firm

16%

Manufacturing Company

15%

Computer Software Company

11%

Government

Educational Organization

43%

Manufacturing Company

Healthcare Company

Government

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...

What is your experience regarding pricing and costs for Planview Portfolios?

Planview Portfolios is not too expensive. You get what you paid for.

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...

Has anyone moved from Microsoft Project to Smartsheet? How has your experience been with Smartsheet?

Hi @Eire Zimmermann, I helped an organization evaluate both MS-Project and Smartsheet when they were conducting their PM tool RFP. The short of it is this, MS Project is not caught up with the mo...

What do you like most about Smartsheet?

The tool creates shareable dashboards. These dashboards allow us to display project deliverables' status, their position in the queue, expected delivery timelines, and more. The best part is that t...

What is your experience regarding pricing and costs for Smartsheet?

The pricing is great and reasonable enough that I maintained my copy and bought it for my team independently.

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Product Reports

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Planview Portfolios

December 2024

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November 2024

Also Known As

Planview Enterprise One, Troux

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Planview

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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.

Smartsheet is a dynamic platform with features like real-time data sharing, Gantt charts, and integration with Jira and Microsoft Teams, offering valuable tools for efficient task management.

Smartsheet combines Excel-like functionality with cloud accessibility, making it efficient for tracking, reporting, and workflow management. Users benefit from its scalability and robust security, making it ideal for enterprise-level projects. However, improvements in data visibility, real-time collaboration, and user-friendliness can enhance its utility. Customizable dashboards, project management features, and seamless integrations offer great flexibility, though there is a demand for better automation, API enhancements, and new templates.

What are Smartsheet's most important features?

Real-time Data Sharing: Facilitates seamless collaboration between users.
Project Management Tools: Includes Gantt charts and task prioritization for efficient project tracking.
Integration: Works with major platforms like Jira and Microsoft Teams for comprehensive data flow.
Automation Capabilities: Reduces manual work with robust automation functionalities.
Customizable Dashboards: Allows users to tailor dashboards to meet specific needs.

What benefits or ROI should users look for in reviews?

Efficiency: Streamlines workflows with tools that enhance project tracking and collaboration.
Scalability: Supports growing enterprise demands with its scalable architecture.
Security: Provides robust, secure environments for data management.
Adaptability: Offers flexibility to customize workflows for improved resource management.

Smartsheet is utilized by organizations in industries like engineering, education, and IT for project management, task tracking, and data integration. It enables planning, scheduling, and team collaboration, facilitating dashboard creation and automation of processes. Its flexibility in customizing workflows is appealing to those managing projects and programs.

Sample Customers

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

Sony Music, ESPN, Hilton, Unisource, Colliers, Extreme Networks, Groupon, Netflix