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Planview Portfolios vs iServer comparison

 

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 August 2026, in the Enterprise Architecture Management category, the mindshare of iServer is 4.2%, down from 4.5% compared to the previous year. The mindshare of Planview Portfolios is 2.9%, up from 1.5% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Enterprise Architecture Management Mindshare Distribution
ProductMindshare (%)
Planview Portfolios2.9%
iServer4.2%
Other92.9%
Enterprise Architecture Management
 

Featured Reviews

Antonios Lazanakis - PeerSpot reviewer
Senior IT Solution Architect at a financial services firm with 10,001+ employees
Flexible, easy to use, and easy to import data
We use iServer to establish an enterprise architecture function in our organization iServer is a very flexible platform for defining your own enterprise architecture model. It is very easy to import data, and we also have good integration with Visual Drawing Tools and SharePoint. The solution is…
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

"It has helped having data lineage in the business cluster, which is used as control artifacts."
"The solution is easily modified to suit your needs."
"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."
"iServer is a solution that helps catalog enterprise architect solutions and catalog information."
"Integrating the Microsoft documents to the product and visualization matrix where we can see the end-to-end relationship of the network is of great importance to our company."
"The product has a valuable customized model."
"We like the governance."
"The solution has wide use within Microsoft products. The integration with Microsoft products, and, in particular, Microsoft Office, is great."
"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."
"The overall interface is very easy to use. It puts together strategy and execution across all your investments."
"We are able to take up the right work and invest in the highest value ideas."
"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."
"We haven't experienced any issues with scalability or stability."
"The biggest impact has been getting all these global groups into one space so we can even have intelligent conversations about what are we trying to accomplish. Before, it was just different regions doing whatever. Now, we're all talking the same language, and that's good."
"The biggest impact has been the visibility into our IT assets."
"The biggest impact has been the ability to see your resources and what they're working on, and most importantly having your projects in one place."
 

Cons

"It's a very simple tool, which makes me concerned with the performance."
"There can be some performance issues using the solution that should be improved. When you make modifications modify to files there are embedded data within that can take a while to process."
"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."
"I do not find it friendly to use."
"There are other solutions out there that have a better user interface."
"iServer is a solid tool. Occasionally, we needed to contact the vendor to clarify details such as porting issues, missing components, and model specifics."
"More visualization techniques and ways to report the data might be helpful."
"It runs relatively slowly."
"I would like to see more documentation pieces. Right now, they do have the content repository. I would like to see more out-of-the-box features with document repository capabilities."
"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."
"Our challenge will be this tool is complex. It is not necessarily easy to start and learn from the beginning. How do you get people who are not professionals to adopt it, use it, and not be mean about it?"
"From a financial perspective, it is good; from a scheduled perspective, it is not so good, and from an execution perspective, it is even worse."
"Additional improvements are needed for Planview Portfolios."
"We have some data exports. They're not even live app integrations. They're just data exports that run with our SAP instance. They either fail, hang up, or aren't configured correctly to operate."
"While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data visualization options, predictive analytics features, and customizable dashboards to provide deeper insights into project performance and trends."
"We've been using it for a while, so it's about maturity. It's about being able to build out things in Agile groups and teams and some of that. Then really trying to drive into the direction of Lean Portfolio Management and more Agile program management, I think is where we're heading."
 

Pricing and Cost Advice

"The solution is cheaper than its competitors."
"The product has a moderate pricing."
"Aim for the exact number of people who shall define/review approve and view the processes, as it will impact the cost."
"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."
"They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."
"The price of iServer is reasonable compared to other solutions."
"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."
"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."
"The cost of other pieces and integrating them in needs improvement."
"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."
"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."
"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."
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Top Industries

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

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: August 2026.
908,800 professionals have used our research since 2012.