Planview Portfolios vs Smartsheet comparison

Read 40 Smartsheet reviews

2,165 Views
715 Comparison Views

92% willing to recommend

Planview Portfolios

Comparison Buyer's Guide

Download the report

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: October 2024).

Planview Portfolios vs. Smartsheet

Download the complete report

Helped 814,649 peers since 2012

Categories and Ranking

Planview Portfolios

Ranking in Project Portfolio Management

8th

Average Rating

8.0

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (14th)

Smartsheet

Ranking in Project Portfolio Management

4th

Average Rating

8.0

Number of Reviews

Ranking in other categories

Project Management Software (5th)

Mindshare comparison

As of November 2024, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 6.1%, down from 7.1% compared to the previous year. The mindshare of Smartsheet is 7.8%, up from 7.0% 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

Jul 7, 2023

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

We work as an internal support factory and use Planview Portfolios to manage our projects and develop software. And we are trying to migrate to agile functionality. We used the software for booking reservations in hotels The benefit of Planview is that you can manage all the features…

Read full review

Asma Ali

Project Manager at a government with 10,001+ employees

Jun 19, 2022

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.

Read full review

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"A lot of of the value is around the project metrics so far but as I get more plugged into the strategic management, it's strategic planning and programs and then tying that into outcomes. I work with executive leadership and that's really what they're looking for, to say, "Okay, what outcomes do we want to achieve and how are we going to get there, plan that out, sequence that out, and then get the work to do that? And then track the work back to where we're headed with our outcomes.""

"Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) systems, and collaboration platforms."

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

"The most valuable feature of this solution is the completeness of the standard, underlying metamodel."

"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."

"Our transparency is increasing a lot. It is helping us to get people together. There are no dark rooms anymore. In some areas or concepts, we want to add more light to every single concept. That's the big impact that the tool is having. It allows conversations between people."

"We do a lot of big projects which are pretty expensive to structure the product development around and see the progress. Every time we start a project, we have to expense the spends for certain amounts. We need some baselines, like predictive versus actual."

"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."

More Planview Portfolios pros

"It's very user friendly."

"The solution has subtasks and a rollup."

"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."

"Smartsheet does a really good job of creating Gantt charts. Export to Excel feature was also very useful."

"I like that Smartsheet integrates Excel with a cloud-based project management software."

"What I found most valuable in Smartsheet is its project customization feature. It's a great solution because you can add in your own WBS. You can see it in Jira style, Kanban, and you can even do Agile and Waterfall. Another feature that's valuable in the solution is when you have those connections, you have that API, you have a sandbox, and you can make a solution, it's a tremendous product because you can pull data."

"Their support is awesome. We are on an enterprise plan and there is a customer success at Smartsheet and anyone from our licensed users can just send an email to them and they respond as soon as possible."

"The solution is straightforward. Whenever a requirement arises, we create three things in Smartsheet: a project plan, a dashboard, and internal documents. It is done through the form and Smartsheet's automation services. This process shortens the time to market from seven days to less than 12 hours."

More Smartsheet pros

Cons

"The solution needs to be better at accepting new ideas for upcoming releases."

"The administrative tabs are very confusing, especially in terms of configuring screens and users. It's not very intuitive versus many other applications that I have worked in the past. I have to go to separate sections than I think I have to in order to get to the place that I need to adjust something."

"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."

"We have required more time from our resource managers to spend time in the tool. The adoption has been slower than we would have hoped. So, I would think from a rollout perspective, if Planview could help us with material which gets non-Planview users or previously light Planview users to become more heavy users of the system, then this would help us with the rollout."

"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."

"The lack of templates harden the initial learning curve."

"We don't use the Progression feature. We will use it at some point in time. Until then, we want to have a way to set time to help decide what's in the past, present, and future. It is one of the things we've been discussing with Planview."

More Planview Portfolios cons

"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."

"It already has a really powerful Export to Excel feature, but it can have an Excel add-on. The way to set up single sign-on wasn't too easy in the beginning, and it was hard to get hold of customer service. They should make it easier to set up SSO. Smartsheet's customer service also definitely needs to be improved."

"Smartsheet should continue to expand the spreadsheet-type functionality because it's limited currently. Most business users are familiar with Excel and Office, so Smartsheet should adopt a similar way of navigating the program."

"I think that the mobile interface needs to be improved. If you cannot access it through your laptop, I'd prefer to have that option on the mobile, but I don't think that it's user-friendly and easy to navigate."

"The main challenge with Smartsheet is that when you start putting components on the Smartsheet dashboard, they don't know about each other. So, if I filter something in one widget, or if I click on a region or a project ID, the other widget or component and the visualization that's on that dashboard don't change. It doesn't know about the other component."

"Smartsheet could improve the UI and integrations. Some of Smartsheet's competitors have more than 2,000 integrations while Smartsheet only has approximately 40 integration applications."

"The long-term timelines could be improved, especially the visuals on the projection Gantt chart."

"I think it is all going to be about APIs in the future and I don't think Smartsheet is doing a lot in that regard. They have some integrations with Jira, but you have to pay for them."

More Smartsheet cons

Pricing and Cost Advice

"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."

"Our licensing costs are about a quarter of a million dollars per year."

"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."

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

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

"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."

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

More Planview Portfolios pricing and cost advice

"Smartsheet has many licensing models. You need to add the package that best suits your requirements. The license is paid per user and it is monthly. The cost was approximately $7 per PC, $15 for professional, and $33 for the enterprise plan."

"This licensing is straightforward and they charge per user."

"The solution is expensive."

"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."

"For a normal license, like the one I had: I had my own Smartsheet because I wanted to play with it and I didn't want to mess with what I was doing in Verizon, so I paid $200 monthly, and it gave me all the same functionalities, so I could do whatever I wanted for $200. The problem is if you have anyone else working on it or deploying on it, it's $200 a month for every single person who's deployed on it, that's working on it as an owner or an administrator, so owners and administrators are the only ones who can change, edit, and add data to worksheets and columns. Depending on the size of your organization, Smartsheet can be costly. As for implementing its Control Center, Smartsheet forces you to have three people come in: it's a minimum of three people from Smartsheet for three months who will provide you the solutions for the Control Center side, and that's $150 an hour, so it can become very expensive. For my company, not having the Control Center would save on the setup fees and then the $20,000 a year, because the Control Center of Smartsheet is a yearly subscription of $20,000."

"The solution is reasonably priced."

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

"There would be more extensive usage if the solution were cheaper. It's really expensive right now, and that's why we provide a few licenses for admins. The rest of them are just users without admin privileges."

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.

See recommendations

814,649 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Financial Services Firm

15%

Manufacturing Company

15%

Computer Software Company

10%

Government

Educational Organization

41%

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?

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.

Broadcom Clarity vs Planview Portfolios

Comparisons

Compared 14% of the time

LeanIX vs Planview Portfolios

Compared 14% of the time

Planview PPM Pro vs Planview Portfolios

Compared 13% of the time

Planview ProjectPlace vs Planview Portfolios

Compared 13% of the time

SAP Portfolio and Project Management vs Planview Portfolios

Compared 11% of the time

More Planview Portfolios Competitors

ServiceNow Strategic Portfolio Management vs Smartsheet

Compared 17% of the time

Microsoft Project vs Smartsheet

Compared 14% of the time

Broadcom Clarity vs Smartsheet

Compared 13% of the time

Planisware vs Smartsheet

Compared 12% of the time

Adobe Workfront vs Smartsheet

Compared 8% of the time

More Smartsheet Competitors

Product Reports

Planview Portfolios

Download Planview Portfolios product report

Download Smartsheet product report

Also Known As

Planview Enterprise One, Troux

No data available

Learn More

Planview

Video not available

Overview

Planview Portfolios enables enterprises to accelerate strategic execution by integrating business and technology planning, optimizing all resources, and delivering breakthrough products, services, and customer experiences to achieve maximum business performance.

Smartsheet is the enterprise platform for dynamic work. A leading cloud-based platform for work management, Smartsheet empowers organizations and teams to dynamically plan, execute, and report on work at scale, resulting in more efficient processes, innovative solutions, and better business outcomes.

Today over 90% of Fortune 100 companies and over 75% of Fortune 500 companies rely on the secure, scalable Smartsheet platform to connect the entire enterprise. The single Smartsheet platform gives people a solution flexible enough to adapt to the changing needs of dynamic work across a broad array of departments and use cases.

Sample Customers

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

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

Planview Portfolios vs. Smartsheet