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Planview Portfolios vs iServer comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Nov 3, 2024

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
10th
Average Rating
7.4
Reviews Sentiment
7.4
Number of Reviews
18
Ranking in other categories
Business Process Design (14th)
Planview Portfolios
Ranking in Enterprise Architecture Management
9th
Average Rating
8.0
Reviews Sentiment
6.8
Number of Reviews
71
Ranking in other categories
Project Portfolio Management (4th)
 

Mindshare comparison

As of May 2026, in the Enterprise Architecture Management category, the mindshare of iServer is 4.7%, up from 4.4% compared to the previous year. The mindshare of Planview Portfolios is 2.8%, up from 1.0% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Enterprise Architecture Management Mindshare Distribution
ProductMindshare (%)
Planview Portfolios2.8%
iServer4.7%
Other92.5%
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

"iServer is a very flexible platform for defining your own enterprise architecture model."
"The solution has wide use within Microsoft products. The integration with Microsoft products, and, in particular, Microsoft Office, is great."
"The solution has wide use within Microsoft products, and the integration with Microsoft products, in particular Microsoft Office, is great."
"Tech support is very responsive. They solved issues within a prompt response time."
"I love how there are no milestone swimlanes."
"The product has a valuable customized model."
"This is a flexible tool compared to some other solutions."
"The most valuable features of iServer are the integration with Microsoft Office and the interface is similar to Microsoft applications making them easy to use."
"Enterprise One makes it really easy to just pull the resource management tab and quickly look at who is overloaded."
"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."
"Having a single source of the truth, specifically with the integration with Power BI, enables us to give leadership more relative content for decision-making and it is now being leveraged heavily in the executive decision-making process."
"We can easily see which functions are overcapacity. Before, we did not have visibility into that."
"We are able to see where everyone in the team is in terms of hours, where there is capacity, and where we can actually add them, e.g., other projects that they're not currently staffed to."
"Planview Portfolios helps us manage both investment and execution risk while also ensuring optimal value realization in my organization."
"We have a fairly good picture of time tracking."
"Knowing that any changes that are made are instant, and we have one true source of this visibility is very helpful."
 

Cons

"It's a very simple tool, which makes me concerned with the performance."
"The modelling needs improvement, specifically forecasting capabilities and scenarios."
"It definitely needs help to improve the visual aspect of the solution."
"The modelling needs improvement, specifically forecasting capabilities and scenarios."
"Enhancing integration options with ERP or ITSM-related solutions for triggering automated requests for process definitions, changes, and tracking them in the iServer."
"There could be features for process mining, process simulation, and analytics."
"Requirements management needs to be improved."
"Cannot see which activities are control activities."
"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. ​"
"The technical people are very competent, but there is so much turnover in the people that we talk to, and that's frustrating. They will say, "We can make this work." Suddenly, that guy has left, and we have no one. Then, we have to start all over."
"The reporting capability and access to the fields for our system administrators to have access to the data without having to pay Enterprise One to get the data that's needed to create custom reports for management to create reports need improvement."
"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."
"We had issues with the data rephrasing."
"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."
"We do have some significant issues with our integrations that we're working through. Those are not as stable or reliable as what we would like."
"For some projects where we have hundreds of tasks with hundreds of resources to open, it might take on the order of five minutes to load up, which, to open a screen, is not a reasonable amount of time."
 

Pricing and Cost Advice

"The solution is cheaper than its competitors."
"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."
"The price of iServer is reasonable compared to other solutions."
"The product has a moderate pricing."
"They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."
"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."
"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."
"We have several hundred licenses. It costs us several hundred thousand dollars a year."
"Our licensing fees are approximately $50,000 USD annually."
"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
"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 don't think we have necessarily purchased everything that I would have liked to have seen."
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Top Industries

By visitors reading reviews
Financial Services Firm
22%
Government
9%
Manufacturing Company
8%
Retailer
5%
Manufacturing Company
14%
Financial Services Firm
11%
Marketing Services Firm
7%
Construction Company
7%
 

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: April 2026.
893,164 professionals have used our research since 2012.