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: March 2025).

Planview Portfolios vs. Smartsheet

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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 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 (14th)

Smartsheet

Ranking in Project Portfolio Management

3rd

Average Rating

8.0

Reviews Sentiment

7.2

Number of Reviews

Ranking in other categories

Project Management Software (5th)

Mindshare comparison

As of April 2025, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 7.4%, up from 6.6% compared to the previous year. The mindshare of Smartsheet is 8.4%, up from 7.5% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management

Featured Reviews

Mark Hillman

Global Head of Portfolio Management at a wholesaler/distributor with 1,001-5,000 employees

User-friendly interface, but the reporting could be improved

The reporting is poor and requires improvement. The tiles and exception-based activities in the application are sufficient to get by. However, when it comes to producing executive reports, MI reports, or any other type of reporting, we must exit Planview and work offline. We have been working with them to improve on that, as well as using some of the Power BI capabilities that have been available for a while, but it's still more difficult than it should be. In the next release, I would like to be able to use the data in the tool to gain insight much more easily.

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PaulDiaz

Project Manager at Amgen

Needs to improve baselines and changing dates can be frustrating

I like the dashboarding feature best, as it lets me assemble a workspace with source sheets, dashboards, and reports simultaneously. The standard reports and worksheets are most useful for team collaboration. People look at dashboards during presentations, but they go to the sheets to update projects, add comments, or make notifications. It's automated, so changes come to me or whoever needs to see them. I can send notifications from specific line items. The worksheet is key for tracking project progress, though we track it at a higher level rather than detailed work breakdown structures. Subject matter experts say when they'll deliver things, and that's what we track.

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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

"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."

"Its ability to create summary reports across multiple projects is one of the best features. They have very good data warehousing. You can put that out. You can tell that data warehousing from Planview Enterprise One is excellent."

"Enterprise One has enabled us to eliminate Excel. We don't track financials anymore in an Excel format, which the company was doing before. Even now, being a new portfolio manager four months in, I'm able to just pick up my project. I'm able to see where I am right now. That improvised it to be more automated. The only missing part is the integration between tools. I'm not able to see my full schedule, but I know what are my important milestones are like watching the financials and all that stuff."

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

"The portfolio and technology management are well built."

"The integration stuff from tool to tool, like Projectplace to Planview, to manage projects is the most valuable feature. It keeps all our tasks up-to-date. It closely follows up with everything, which is really cool."

"We provided whatever feedback we had to the Planview team, and they went in and built those additional features that we requested. For example, they created a great way for our users to search for a specific resource, project, program, or role. We were not using some of the features, and we wanted them to not be visible, and they helped us with that. They also brought a feature to provide visibility into when a resource was never assigned to any task. There was no visibility to this before. This feature was really very good for visibility into the resource portfolio."

"Its view into resource capacity and availability absolutely help us manage work. We can't plan out projects for delivery until we know if we have resources available to deliver them. That's been really critical. We look at our projects and see what availability of resources we have. That helps us to determine when we can start new work."

More Planview Portfolios pros

"The product is easy to use."

"The solution is scalable."

"The most valuable features of Smartsheet are its collaboration tools, the ability to centralize and prioritize projects, and robust reporting capabilities."

"The most valuable feature of Smartsheet is its intuitiveness, ease of use, and overall simplicity."

"The dashboard and the layouts are quite good."

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

"The ability to build a quick dashboard and give management insight into the progress of the project itself is probably one of the most beneficial pieces."

"It's stable and simple to use."

More Smartsheet pros

Cons

"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."

"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."

"Sometimes within the application, when you pull a report, it takes awhile performance-wise for the reports to pull up."

"The technical people are very competent, but there is so much turnover in the people that we talk to, and that's frustrating. They will say, "We can make this work." Suddenly, that guy has left, and we have no one. Then, we have to start all over."

"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."

"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."

"There are some issues with how long it takes to load the data to Planview, It just depends on what your setup is. If there was a way Planview could maybe make the loading faster, in case you do have a lot of things going on with your setup."

"We had issues with the data rephrasing."

More Planview Portfolios cons

"Asana has a modern look and feel, particularly its agile project management interface featuring movable cards between columns."

"The dashboard is not user-friendly, it needs improvement."

"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."

"The integration with Microsoft products should be improved."

"Smartsheet is a cloud-based tool similar to Google Sheets in that multiple stakeholders can work on a document simultaneously. However, unlike Google Sheets, which saves changes in real time, Smartsheet requires users to manually save their changes."

"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."

"Smartsheet needs to improve the user interface."

More Smartsheet cons

Pricing and Cost Advice

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

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

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

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

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

"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."

"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."

More Planview Portfolios pricing and cost advice

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

"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."

"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."

"The solution is reasonably priced."

"The solution is expensive."

"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 license for Smartsheet, and the enterprise plan comes down to about $750. My company also pays an extra $60 monthly apart from the standard licensing fee."

"Its licensing is on a yearly basis. I was responsible for negotiating the price with the Smartsheet team, but I don't remember what the price was. Its standard license probably was around 5,000 to 6,000 a year. The enterprise version is significantly more expensive."

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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Top Industries

By visitors reading reviews

Financial Services Firm

16%

Manufacturing Company

15%

Computer Software Company

13%

Government

Educational Organization

44%

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

Planview Portfolios

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Also Known As

Planview Enterprise One, Troux

No data available

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

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

Planview Portfolios vs. Smartsheet