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Planview Portfolios vs TeamWave comparison

 

Comparison Buyer's Guide

Executive Summary

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
Average Rating
8.0
Reviews Sentiment
6.7
Number of Reviews
63
Ranking in other categories
Enterprise Architecture Management (11th), Project Portfolio Management (7th)
TeamWave
Average Rating
9.0
Reviews Sentiment
7.2
Number of Reviews
1
Ranking in other categories
CRM (39th), Project Management Software (24th)
 

Featured Reviews

it_user1684173 - PeerSpot reviewer
PM Systems Analyst at a insurance company with 5,001-10,000 employees
Increases our on-time completion rate and helps in managing the demand and capacity, and we get excellent service in terms of feature requests and support
We've been encouraging our users to manage their schedules directly in the Work and Assignments module. So far, it has been good, but we've been in conversation with the vendor product team to improve the performance of the Work and Assignments module. Right now, it is a bit slower. 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. It provides flexibility for configuring assignments, but one of the things about which we've been talking to Planview is related to certain resources that are associated with a project. When the project extends, their demand also equally goes up. There are also resources where if a particular task has to crash, it may need additional effort. So, it is between the fixed effort versus fixed duration. Planview is more duration-based. For example, if you crash a task, the system rightly thinks that you're crashing the task, and you need to finish the work by doing overtime or working additional hours. If you are taking 30 hours to finish a task in three weeks, and for whatever reason, you have to crash the task into two weeks, 30 hours need to be fulfilled within those two weeks. If the task moves to four weeks, instead of three weeks, you still have 30 hours that get distributed among four weeks, so you will be able to finish the task. That makes sense for those resources that are associated with the task, but there are certain resources, such as a project manager or project administrator, for whom when a project extends, the demand also equally goes up. So, if somebody is assigned 50% for a project, and assuming that the project is moving out by a month or two or three months, the effort shouldn't go down. Currently, the allocation goes down, and our resource managers have to go and update the effort back up to 50% or whatever the demand is. We are interacting with Planview to provide a solution. Right now, we have to go and update the additional demand because of the change in the project.
MarcioOkubo - PeerSpot reviewer
Sales Manager at Storageone
Helps organize information and streamline client communication
My primary use case for the platform is to manage opportunities, company names, contacts, and meeting details. I use it to keep a detailed diary of customer interactions and plan the next steps. Our company is small, with five salespeople, and we rely on the CRM to track and manage our sales…

Quotes from Members

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

Pros

"We can easily see which functions are overcapacity. Before, we did not have visibility into that."
"We're still in an early stage. Things will change as we use it more. I did program reports that are important and that will provide us with value."
"I would say it works really well for forecasting remaining effort, especially in terms of forecasting the dollar amounts. We've gotten pretty good at adjusting rates because we have a lot of contract workers."
"The sheer amount of information available in one single interface is valuable. Everything is there. It is also a lot of work to maintain all the information, but generally, you can find everything you need within this one tool."
"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."
"We can view a project both at the top level and dig into the particularities. It's given us greater visibility into the work itself."
"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."
"With the lifecycles, it helps us step through our processes easier. We'll take a process and create it in Visio, then we'll go and implemented in Planview. Anytime that we have to do a new process, this is what we use. We just step it through the lifecycles and the configure screens are very easy to use. The fields that you need are easy to use."
"The product is stable."
 

Cons

"When it comes to reporting there are some challenges with integration."
"The lack of templates harden the initial learning curve."
"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."
"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."
"It could do with a quicker response time for some reports or portfolios."
"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."
"We have almost like a third-party group who has to do a lot of our configurations. It's a bit painful for us anytime we want to make a change. The other issue is that we have different groups all in the same instance. So, if one group wants to make a change, it impacts everyone. Then, we all have to come together, to say, "Yes, we approve this change, or no, we do not." Thus, it has not been as flexible for us."
"The platform's initial data entry process is time-consuming. It could be more streamlined."
 

Pricing and Cost Advice

"With the costs, they were very understanding. Knowing that we were an existing customer, they were very much willing to work with us to make sure that we were able to transition to Enterprise One from PPM Pro."
"We are on the Flex licenses."
"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."
"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."
"Our licensing costs are about a quarter of a million dollars per year."
"The cost of other pieces and integrating them in needs improvement."
"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."
Information not available
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Top Industries

By visitors reading reviews
Manufacturing Company
15%
Financial Services Firm
9%
Marketing Services Firm
8%
Healthcare Company
7%
No data available
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business2
Midsize Enterprise3
Large Enterprise59
No data available
 

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...
What needs improvement with TeamWave?
The platform's initial data entry process is time-consuming. It could be more streamlined. Further integration with project management tools could also be beneficial, considering our company uses a...
What is your primary use case for TeamWave?
My primary use case for the platform is to manage opportunities, company names, contacts, and meeting details. I use it to keep a detailed diary of customer interactions and plan the next steps. Ou...
What advice do you have for others considering TeamWave?
While the platform initially seemed like an additional task, its benefits in organizing customer information and interactions have become evident. Proper training and understanding of the tool's ad...
 

Also Known As

Planview Enterprise One, Troux
No data available
 

Overview

 

Sample Customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
1. Atlassian 2. Buffer 3. Cisco 4. Dropbox 5. eBay 6. Facebook 7. Google 8. HubSpot 9. LinkedIn 10. Mailchimp 11. Microsoft 12. Netflix 13. Oracle 14. PayPal 15. Pinterest 16. Salesforce 17. Spotify 18. Square 19. Twitter 20. Uber 21. VMware 22. WeWork 23. Wix 24. Workday 25. Xero 26. Zoom
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