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Planview Portfolios vs iServer comparison

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Comparison Buyer's Guide

Executive SummaryUpdated on Jun 3, 2026

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

iServer
Ranking in Enterprise Architecture Management
9th
Average Rating
7.4
Reviews Sentiment
7.4
Number of Reviews
18
Ranking in other categories
Business Process Design (13th)
Planview Portfolios
Ranking in Enterprise Architecture Management
8th
Average Rating
8.0
Reviews Sentiment
6.8
Number of Reviews
71
Ranking in other categories
Project Portfolio Management (4th)
 

Mindshare comparison

As of September 2026, in the Enterprise Architecture Management category, the mindshare of iServer is 4.0%, down from 4.2% compared to the previous year. The mindshare of Planview Portfolios is 2.9%, up from 1.8% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Enterprise Architecture Management Mindshare Distribution
ProductMindshare (%)
Planview Portfolios2.9%
iServer4.0%
Other93.1%
Enterprise Architecture Management
 

Featured Reviews

AHMEDIBRAHIM1 - PeerSpot reviewer
Enterprise Architecture practice head at Positive Side Consultancy
Enables flexible parameters for any process model and has a valuable document management feature
We use the product for various critical functions within our environment, particularly in a government entity, where it assists in governance, workflow management, and generating reports and live database activities. It enables flexible parameters for any process model iServer has valuable…
Monabi Kingsley - PeerSpot reviewer
Project Manager at 3M
Centralized planning has improved resource visibility and supports data‑driven financial decisions
The best features Planview Portfolios offers are visibility enhancement, robust system performance, and comprehensive resource management. This enhanced visibility in Planview Portfolios ensures that all users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency. When discussing robust system performance, the system's robust performance in meeting our various work requirements effectively and efficiently stands out. It is very stable and reliable, contributing to a seamless user experience, which enables users to focus on their tasks without disruptions. I also love the financial breakdown, planning and prioritization, and attribute collection on projects in Planview Portfolios. Planview Portfolios has positively impacted my organization since I started using it. It has enabled me to gain insights into the full scope of work consuming resources. I am able to know where the resources are being consumed more, especially which resources are consuming the most. I have been able to leverage resources management and resource time reporting, which enabled the generation of $90 million in annual revenue through labor billing to customers.

Quotes from Members

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

Pros

"Central repository holding single version of truth."
"I have to think less with this solution. It's simple."
"We like the governance."
"This is a flexible tool compared to some other solutions."
"Process modelling through object creation and management is beneficial as a very effective change management of processes at the object level, because if you need to modify a process and it will impact other processes as well, the object changed automatically changes in other processes as well."
"From September 2014 through January 2015, I received help from the tech support staff of iServer, who were very prompt and almost instantaneously responded, and if it was something difficult, they brought three to four people to talk with me and then solved the problem within minutes."
"Tech support is very responsive. They solved issues within a prompt response time."
"iServer has valuable features for workflow and document management."
"Enterprise One improves our monthly portfolio and resource capacity planning and forecasting and improves the visibility of the resource capacity and the team's capacity to take on new work."
"Another good thing is that we can create custom reports, which is great. If I created a custom report, a tile that tells me how many people have logged in today. We currently have a little under 2000 users, and that's only users, we actually have integrations, that we created a custom form that sends hours directly to Planview. They're not using Planview directly, but they're sending their hours to Planview through an API."
"Once you get a good grasp of the principles of Planview, it is a really powerful tool."
"Planview has helped connect funding and strategic outcomes with work execution because we utilize the strategic module within Enterprise One to help with that work."
"By using Planview Portfolios, we have saved considerable time and improved our organization by delivering projects to our clients on time and within a good health margin and required budget, hence saving time and cost."
"I like that everyone is able to see the same data. All of our users who aren't just time reporters have read access to all the data that is out there. So, it is one source of truth where everybody can go in and see the exact same data that everybody else sees. It is transparent."
"You can definitely tell that they are listening to customers and trying to do everything they can to build the best in show product in this space."
"Planview has helped connect funding and strategic outcomes with work execution."
 

Cons

"Enhancing integration options with ERP or ITSM-related solutions for triggering automated requests for process definitions, changes, and tracking them in the iServer."
"We could allocate permissions to use only specific components to the users rather than the entire instance."
"It runs relatively slowly."
"The one issue is that if you want to import predefined work, you need to put the licensing model in. So if you wanted to import work that was done before, you then need to buy a separate product for that."
"The product is more expensive than Spark."
"Overall, I would say that it's a poor man's EA repository. It seems like a good idea, but doesn't really work in practice."
"The performance is slow, which is something that should be improved."
"The modelling needs improvement, specifically forecasting capabilities and scenarios."
"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."
"Configuring the UI in the content management system is too elaborate and too time-consuming."
"When I started working with Planview, I didn't know anything about project or resource management. I had to learn everything: the admin side, then the user side of it. Probably, in the beginning, I would implement in the blueprint or workshops more demos. A live demo of how the system works because we would like a little deeper dive in how the application works for us to understand what we need to provide, what we are doing, what we will be doing. Because in the beginning, it was so overwhelming, and we didn't know anything about the tool."
"The technical support seems strong. I know they've started doing some more off-shore support, and that space still needs some growth."
"Their off-shore support is something new that they're laying out and the team just needed some development in terms of skill and experience."
"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."
"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."
"I think the capabilities are there, but it seems difficult for me to even create a report as I am not a Planview technical expert. It is not particularly intuitive. It slows us down in reporting the big picture to management."
 

Pricing and Cost Advice

"Aim for the exact number of people who shall define/review approve and view the processes, as it will impact the cost."
"The price of iServer is reasonable compared to other solutions."
"The solution is cheaper than its competitors."
"They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."
"The product has a moderate pricing."
"It's about 13K to set up and 9K for the license for three months. I think it's about 20K a year, but we haven't firmed up on pricing yet because the price depends on how long we commit to the solution."
"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."
"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."
"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."
"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."
"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 fees are approximately $50,000 USD annually."
"We have several hundred licenses. It costs us several hundred thousand dollars a year."
"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."
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Top Industries

By visitors reading reviews
Financial Services Firm
22%
Government
9%
Construction Company
7%
Manufacturing Company
6%
Manufacturing Company
15%
Financial Services Firm
10%
Construction Company
10%
Outsourcing Company
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business7
Midsize Enterprise3
Large Enterprise10
By reviewers
Company SizeCount
Small Business2
Midsize Enterprise4
Large Enterprise66
 

Questions from the Community

What needs improvement with iServer?
iServer should invest in enhancing the capabilities of the embedded drawing tool, draw.io. draw.io is a drawing tool used to draw architectural diagrams, flow diagrams, etc. It is an alternative to...
What is your primary use case for iServer?
We use iServer to establish an enterprise architecture function in our organization.
What advice do you have for others considering iServer?
I would recommend the solution to other users. Overall, I rate the solution a nine out of ten.
What is your experience regarding pricing and costs for Planview Portfolios?
My experience with pricing, setup cost, and licensing has been that Planview Portfolios is one of the best and a very cost-effective tool.
What needs improvement with Planview Portfolios?
Planview Portfolios can be improved as the user interface defaults to the last opened portfolio, which can waste a lot of time loading a large portfolio if that is not what I need at that moment. J...
What is your primary use case for Planview Portfolios?
My main use case for Planview Portfolios is to ensure governance and decision auditability by incorporating embedded workflows, approval management, and key document retention supporting a single c...
 

Also Known As

No data available
Planview Enterprise One, Troux
 

Overview

 

Sample Customers

Barclays, Cathay Pacific, Deloitte, British Gas, MasterCard
UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Find out what your peers are saying about Planview Portfolios vs. iServer and other solutions. Updated: September 2026.
913,683 professionals have used our research since 2012.