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: September 2025).

Planview Portfolios vs. Smartsheet

September 2025

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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

7th

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (13th)

Smartsheet

Ranking in Project Portfolio Management

3rd

Average Rating

8.0

Reviews Sentiment

7.1

Number of Reviews

Ranking in other categories

Project Management Software (5th)

Mindshare comparison

As of September 2025, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 7.2%, up from 5.9% compared to the previous year. The mindshare of Smartsheet is 8.7%, up from 7.5% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management Market Share Distribution
Product	Market Share (%)
Smartsheet	8.7%
Planview Portfolios	7.2%
Other	84.1%

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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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

"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've brought our portfolio altogether. We have had multiple ways of reporting out what our portfolio is, whether it's in Excel, Word, or in different places. We brought all of our projects together in one place. That has worked out well for us. We've been able to manage the work on Gantt charts and our resources better. The big thing for us on research and development is around managing people's time, on which projects they are working on, and how much effort does it take to launch our projects."

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

"Whenever we have issues, there is always someone ready to help us. Their people are knowledgeable and responsive. They get to tickets quickly. Just three or four weeks ago, we were having issues with getting data into Planview. We submitted a ticket and the turnaround was probably 45 minutes to get a response."

"It has been effective for our delivery. It's given us much better visibility into what is being delivered and when."

"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."

"The most valuable features are the resource management, the time sheet entry and usage, and the financial planning. With our projects, we primarily focus on resource assignments, as far as determining the actual forecast and actuals of our projects. A lot of it is based off of the resources utilized on those projects. The time based helps us capture the actuals. The amount of time people are spending on working on their project tasks. Because they've built this into the schedule, so we can build the forecast. With financial planning, we're able to look back on what our variance is and if there is anything between the scheduled forecasted hours, dollars against the actual hours, and the costs that they utilize."

"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."

More Planview Portfolios pros

"The dashboard and the layouts are quite good."

"I think Smartsheet would scale fine."

"The dashboard feature is the most valuable aspect of the solution."

"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."

"Smartsheet offers more than Project because it's similar to a table-based, database-type system. It's like a hybrid between Excel and project software. We were able to enter the formulas and do much of the automation. We added budgets to it and linked them to a vendor page. Smartsheet let us integrate the budget into the project seamlessly. With Project, we needed to open up Excel."

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

"Smartsheet is a really good tool for collaboration."

"To me, one of the most powerful features of Smartsheet is being able to email others."

More Smartsheet pros

Cons

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

"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."

"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."

"It would be great to see Planview incorporate agile interfacing/methods in it. Like CA Clarity and other leading PPM tools – Planview should enhance or develop the interfaces to ingrate with other market leading Agile tools."

"The out-of-the-box reports, as far as I can tell, are weak. We've had to build a lot of reports using Power BI, which we connected to it."

"Our version is definitely set up a bit more waterfall world. It would be better if some of the agile features were more in the standard product."

"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."

"One big issue we have been having during our annual planning is that only the creator of a portfolio can edit it. This means that only the creator of a portfolio can edit which projects are included or excluded in it."

More Planview Portfolios cons

"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."

"More intuitive access without constant logins would be beneficial."

"I think their support team is low quality. They're low and lack response, which is not good for customers. I wouldn't rely on their customer support at all."

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

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

"A room for improvement I found in Smartsheet is the view, as it's currently row-wise. I should have the opportunity to view a full scale, top down list instead of just a column driven list. I shouldn't have to go just left or right. I should be able to view it top down."

"The only reason we migrated to another application was the full integration available in other solutions. We never used the integration capabilities of Smartsheet."

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

More Smartsheet cons

Pricing and Cost Advice

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

"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."

"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."

"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."

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

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

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

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

More Planview Portfolios pricing and cost advice

"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 expensive."

"Smartsheet only requires licenses for project managers. When we were using Asana, we had to purchase a license for everyone who wanted to access their tasks and use the system. That gets costly fast. It was one of the main reasons we left Asana. As Asana and these other tools scale, they become way more expensive."

"It is less expensive than Microsoft Project for enterprise or Oracle Primavera by an order of magnitude. If you buy a Microsoft Project license, it's probably $300 or so by itself, whereas Smartsheet is probably less than $50 per head."

"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."

"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."

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

"The solution is reasonably priced."

More Smartsheet pricing and cost advice

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Top Industries

By visitors reading reviews

Computer Software Company

13%

Manufacturing Company

11%

Financial Services Firm

10%

Healthcare Company

Manufacturing Company

13%

Government

10%

Healthcare Company

University

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	3
Midsize Enterprise	2
Large Enterprise	58

By reviewers
Company Size	Count
Small Business	19
Midsize Enterprise	2
Large Enterprise	22

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 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...

What is your primary use case for Planview Portfolios?

We use Planview Management to assess the current project portfolio, evaluate resource availability, and prioritize projects based on strategic objectives, ROI, and risk factors. Planview Management...

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

August 2025

Download Smartsheet product report

August 2025

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