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Planview Portfolios vs Zoho Projects 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 (14th), Project Portfolio Management (8th)
Zoho Projects
Average Rating
8.2
Reviews Sentiment
7.4
Number of Reviews
17
Ranking in other categories
Project Management Software (15th)
 

Featured Reviews

Mark Hillman - PeerSpot reviewer
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.
Sainath Racherla - PeerSpot reviewer
Project coordination has improved with excellent integration and support, though more comprehensive training and version control are needed
The adaptation process can be enhanced with training sessions and templates. There is potential for improvement in version control, particularly in integration with Zoho Docs. Providing small bite-sized instructional videos, like how to create a bug, and customizable help icons would be beneficial. Additionally, I should be able to cross-link bugs between projects.

Quotes from Members

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

Pros

"Our reporting is much better. There is much more visibility on projects, schedules, tasks, and in our milestones. Now, we have a consistent way of reporting out to the committees and getting all of our schedules and milestones."
"When it comes to managing project plans, Enterprise One is awesome at enabling us to see what stage work is at. I've always thought it was awesome because it's good whether we're doing a traditional WBS or we're linking in epics into projects that are supporting the programs and the strategies, I've always thought it was an excellent tool."
"It has helped improve governance, mostly. People want to know where their money's going. Projects sponsors need to know what we're spending money on and what our burn rate is. Planview can give that to you straightaway."
"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 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."
"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."
"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."
"The financial planning capabilities are very useful. We have integration for an SAP system, and so we load financial data from SAP into Planview for prior months. And then we use the forecasting capabilities to get a complete picture of the cost of a specific project. The financial management is very useful."
"It integrates so well with other Zoho applications, and that really helps to extend the features of Zoho Projects."
"The timeline features are excellent."
"We use the tool for our core business project. If we have a new site coming up, there are many milestones that need to be checked. The solution helps to ensure consistency."
"We were able to track each department's work and what they were doing inside the actual department. Gantt charts are useful to track departmental progress and operation, or we are that item stuff."
"We can integrate Zoho Projects with Zoho CRM."
"While integrating a voice solution with Zoho Projects, the focus was on creating a unified interface for voice and customer engagement across various platforms like Facebook, social media, and emails. The primary goal was to seamlessly merge the two platforms into a single interface. To achieve this, we engaged in API integrations and worked on aspects such as initializing, authentication, and access control."
"It's easy for a user with a technical background to set up Zoho Projects on their own."
"Timesheets and the ability to add attachments are very valuable features to us."
 

Cons

"I think some of the administrative aspects of it could be a little easier, especially when it comes to designing reports. The reporting coming out of it could be a little bit better."
"The outcome management and work resource management in terms of teams needs improvement. Team handling, how team requirements are generated, and how the resource managers can work with teams needs to be improved."
"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."
"Configuring the UI in the content management system is too elaborate and too time-consuming."
"It is a bit of a rigid system."
"Its support to legacy paying customers is something PlanView is not handling well.​ We were unable to implement due to lack of professional support by PlanView. ​"
"Some of the out-of-the-box reporting is not immediately useful and although it can be configured or customized, there are still improvements that can be made."
"We had issues with the data rephrasing."
"Zoho Meeting definitely needs an improvement, because the quality is not as good as Zoom or Microsoft Teams, which I've used in the past."
"The telephone support provided by the support team should become better."
"The UI and UX must be improved."
"The solution should improve on integration and customization."
"If given the opportunity, I would focus on improving automation within Zoho Projects. While attempting to integrate with other platforms, users often encounter errors. The integration capabilities of Zoho Projects could be enhanced. Currently, the integration options are categorized as either easy or customized, with the latter requiring deluge code, which might pose challenges due to its lesser-known usage."
"The basic reports could be improved in Zoho Projects."
"It is not easy to drag and drop a task from one person to the other. I think the resolution for the issue is work in progress. The product's stability can be improved."
"Its template management feature could be easier to use."
 

Pricing and Cost Advice

"We are on the Flex licenses."
"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."
"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."
"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."
"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
"Our licensing costs are about a quarter of a million dollars per year."
"The Enterprise version costs INR 630 per user per month."
"The solution is not very expensive."
"The product has different pricing models for different regions."
"Zoho Projects' costs are yearly and affordable."
"The price for Zoho Projects is seven GBP per user per month."
"The solution is cheap."
"Zoho Projects is cost-effective."
"The product is fairly priced."
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Top Industries

By visitors reading reviews
Manufacturing Company
16%
Financial Services Firm
16%
Computer Software Company
13%
Government
6%
Educational Organization
83%
Manufacturing Company
3%
Financial Services Firm
2%
Comms Service Provider
1%
 

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...
What do you like most about Zoho Projects?
While integrating a voice solution with Zoho Projects, the focus was on creating a unified interface for voice and customer engagement across various platforms like Facebook, social media, and emai...
What needs improvement with Zoho Projects?
The adaptation process can be enhanced with training sessions and templates. There is potential for improvement in version control, particularly in integration with Zoho Docs. Providing small bite-...
What is your primary use case for Zoho Projects?
The main purpose of using Zoho Projects is for coordinating projects, with a primary focus on bug and defect management.
 

Also Known As

Planview Enterprise One, Troux
No data available
 

Overview

 

Sample Customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Intel, Jaguar, PWC, Yatra, Yale, Timex
Find out what your peers are saying about Planview Portfolios vs. Zoho Projects and other solutions. Updated: April 2025.
847,646 professionals have used our research since 2012.