JIRA Portfolio vs Planview Portfolios comparison

The compared Atlassian and Planview solutions aren't in the same category. Atlassian is ranked #4 in EAP , with an average rating of 8.5, and holds a 1.2% mindshare in the category. Planview is ranked #8 in PPM , with an average rating of 8.5, and holds a 7.4% mindshare. Additionally, 98% of Atlassian users are willing to recommend the solution, compared to 90% of Planview users who would recommend it.

JIRA Portfolio

Read 58 JIRA Portfolio reviews

547 Views
448 Comparison Views

98% willing to recommend

Planview Portfolios

Read 63 Planview Portfolios reviews

997 Views
576 Comparison Views

90% willing to recommend

JIRA Portfolio

Planview Portfolios

Comparison Buyer's Guide

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Executive Summary

We performed a comparison between JIRA Portfolio and Planview Portfolios based on real PeerSpot user reviews.

Find out in this report how the two Enterprise Agile Planning Tools solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.

To learn more, read our detailed JIRA Portfolio vs. Planview Portfolios Report (Updated: March 2025).

Buyer's Guide

JIRA Portfolio vs. Planview Portfolios

March 2025

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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

JIRA Portfolio

Average Rating

8.2

Reviews Sentiment

6.8

Number of Reviews

Ranking in other categories

Enterprise Agile Planning Tools (4th)

Planview Portfolios

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (14th), Project Portfolio Management (8th)

Mindshare comparison

While both are Application Lifecycle Management solutions, they serve different purposes. JIRA Portfolio is designed for Enterprise Agile Planning Tools and holds a mindshare of 1.2%, down 1.9% compared to last year.
Planview Portfolios, on the other hand, focuses on Project Portfolio Management, holds 7.4% mindshare, up 6.6% since last year.

Enterprise Agile Planning Tools

Project Portfolio Management

Featured Reviews

Gary Craven

Vice President, Consulting Services at Paradigm Consulting Group

Powerful, flexible solution with a bit of a learning curve

The weakness of the solution is that the interface is a little nonstandard, meaning it's very flexible. It's got a lot of power and gives the user the ability to combine different projects into the portfolio and move user stories between projects and link them. What I have found in a couple of organizations that I've used it with, is that the uptake tends to be a little slow because it's got a bit of a learning curve. It can dump data out to Excel and those programs, but it also has a big ecosystem of plugins and add-ons that you can get. I guess it has some strength in that regard, but if you're going to run it on-prem, you have to have people that are pretty well-versed in the program and have the time and capabilities to handle integration and make sure they're adding those modules correctly. Their interface is a little unique and I think that's partly because the core of the product has morphed into several sub-products, but the underlying architecture has stayed the same on all of them in that it was originally a help desk ticketing system. Now they are moving into these new use cases, including systems development, business projects, business processes, and redevelopment projects, but there is a problem with the nomenclature that they use, and some of the documentation is a little techy for moving it into those more business-focused use cases. It's a very tech-focused product and that's fair given its origins, but if they really want to expand their community of users, then they're going to have to move beyond that a little bit and polish it up.

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Mark Hillman

Global Head of Portfolio Management at a wholesaler/distributor with 1,001-5,000 employees

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.

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Quotes from Members

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

Pros

"The solution's tracking capabilities helped ensure we had full visibility into planned work and scheduled work."

"We use Jira Portfolio in our organization for issue tracking and task management. We had many projects. We didn't use it much for forecasting, but we did use it a bit for release planning by assigning tasks to releases. We didn't use it for project management or scenario planning; we just used it for tasks."

"The solution helps you organize projects"

"Jira's Structure, agile, and Kanban boards are helpful. I also like JQuery, which allows you to fetch the relevant set of data. We use JQuery, JQL, and the Structure board a lot. Kanban boards help us monitor daily tasks, and we review the progress using the burndown charts."

"The product makes it easy to collaborate even though it can use some improvement in that area."

"The developers can simplify tasks and each one of them can undertake a task and then they continue with development. Our processes are more efficient and easier for our manager and developers to track them. Their work is more organized."

"The status update function is the most valuable feature."

"JIRA has helped us reduce the rate of unseen or undetectable issues in the future. It has also helped us understand the demand overload across the defense team, including capacity and availability, and how we can leverage different teams to ensure overall success."

More JIRA Portfolio pros

"The most valuable feature of this solution is the completeness of the standard, underlying metamodel."

"We provided whatever feedback we had to the Planview team, and they went in and built those additional features that we requested. For example, they created a great way for our users to search for a specific resource, project, program, or role. We were not using some of the features, and we wanted them to not be visible, and they helped us with that. They also brought a feature to provide visibility into when a resource was never assigned to any task. There was no visibility to this before. This feature was really very good for visibility into the resource portfolio."

"Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) systems, and collaboration platforms."

"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."

"Its ability to create summary reports across multiple projects is one of the best features. They have very good data warehousing. You can put that out. You can tell that data warehousing from Planview Enterprise One is excellent."

"The data is the most valuable because the reporting that we provide out of Planview is priceless when compared to any other tool. The reporting has a variety of reports. It has the capabilities of Power BI. It gives us all these dashboards that we can show to our executive leadership, and they have been very well-received."

"We have a fairly good picture of time tracking."

"It gives us flexibility in configuring assignments. We can do both Agile Teams and non-Agile Teams. This flexibility affects our ability to meet our company's particular needs by allowing us to work in a hybrid model, some Agile Teams, and some non-Agile Teams."

More Planview Portfolios pros

Cons

"Currently lacks AWS integration."

"I think that front-end development is a little bit buggy in some cases. Some of the features take a while to respond and some need to be more clear."

"If I get a feature but there is not a user story, and I want to know which epic it belongs to, it is really hard to figure out."

"I think their view needs to be more user friendly. The UI makes it difficult to find things. Secondly, the configuration is very complex. JIRA should help people find out what configuration they are using."

"The automation in JIRA Portfolio could improve, it takes some time. We have to do some other tactics to have the same integration. Manually integrating something will take more work than if it was automated, but the automation scripting in the solution is not simple."

"Converting a task into an epic is very troublesome."

"As there are no perfect solutions and considering that I rate JIRA Portfolio's stability an eight out of ten, I feel it is an area with certain shortcomings where improvements are required."

"JIRA Portfolio could improve new implementation because if I want integration for the complete wide frame tools it cannot provide any wide frame tools."

More JIRA Portfolio cons

"I think that the user interface needs some getting used to. It's not immediately intuitive. That's potentially room for improvement. I think also that an organization needs to have good support from some senior management to get something like Planview established."

"Its reporting needs to be improved. My main complaint when it comes to Planview is that it is good to maintain all the data but to actually use the information that is in it, you actually have to use a different tool. We use Power BI. So, we pull all the information, and then we use a Power BI dashboard to stage or look at the information."

"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."

"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."

"There's still a lot of reluctance within the organization. We're not using all of the capabilities that we have today. We're still doing our strategic and capital investment planning on spreadsheets rather than using the capabilities that exist within Enterprise One. I definitely need to leverage the experts here at Planview to help drive a culture change. There's just a lot of reluctance on behalf of people within the company to put data into the tool."

"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 only area that I can see currently needing improvement is just the modernization of the look and feel of it."

"The biggest room for improvement are the scripted dialogues. The scripted dialogues are a logic that you set up to force a certain workflow or process to happen. It's very old in respect that there are no clauses that you can apply to that logic. That definitely can use a lot of room for improvement."

More Planview Portfolios cons

Pricing and Cost Advice

"We pay our fees annually, although monthly payments are also available."

"There are free plugins available, but most of them are at an additional cost. Additionally, other services are an extra cost."

"I rate JIRA Portfolio a five out of ten for its pricing."

"The product is really not very expensive."

"Portfolio is well-priced - a license for ten users costs $100 or $150 a month."

"The price could be improved."

"I use the free version for personal use."

"On a scale of one to ten, where one is cheap, and ten is expensive, I rate the pricing a six."

More JIRA Portfolio pricing and cost advice

"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."

"The licensing part is a bit costly in comparison with the other available PPM tools."

"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."

"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."

"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."

"Our licensing fees are approximately $50,000 USD annually."

"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."

"I don't think we have necessarily purchased everything that I would have liked to have seen."

More Planview Portfolios pricing and cost advice

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Top Industries

By visitors reading reviews

Financial Services Firm

20%

Computer Software Company

17%

Manufacturing Company

12%

Government

Financial Services Firm

16%

Manufacturing Company

15%

Computer Software Company

13%

Government

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

What do you like most about JIRA Portfolio?

The solution's tracking capabilities helped ensure we had full visibility into planned work and scheduled work.

See all answers

What is your experience regarding pricing and costs for JIRA Portfolio?

I am part of the delivery team and am not exposed to the commercial information. However, from what I understand, JIRA is competitively priced. It is not considered expensive in the market.

See all answers

What needs improvement with JIRA Portfolio?

User experience should be more intuitive. Currently, it's not that intuitive. Additionally, a lot of querying and customization is needed for reporting. If there could be some templates out of the ...

See all answers

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...

See all answers

What is your experience regarding pricing and costs for Planview Portfolios?

Planview Portfolios is not too expensive. You get what you paid for.

See all answers

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...

See all answers

Comparisons

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Compared 24% of the time

Jira Align vs JIRA Portfolio

Compared 17% of the time

Broadcom Clarity vs JIRA Portfolio

Compared 11% of the time

Microsoft Azure DevOps vs JIRA Portfolio

Compared 11% of the time

Planview PPM Pro vs JIRA Portfolio

Compared 7% of the time

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Broadcom Clarity vs Planview Portfolios

Compared 15% of the time

LeanIX vs Planview Portfolios

Compared 11% of the time

SAP Portfolio and Project Management vs Planview Portfolios

Compared 10% of the time

Planview PPM Pro vs Planview Portfolios

Compared 9% of the time

More Planview Portfolios Competitors

Product Reports

Buyer's Guide

JIRA Portfolio

March 2025

Download JIRA Portfolio product report

Buyer's Guide

Planview Portfolios

March 2025

Download Planview Portfolios product report

Also Known As

Portfolio for JIRA

Planview Enterprise One, Troux

Overview

Jira Portfolio is an agile roadmapping tool designed to help teams build plans, envision the big picture, track progress, and share the process with stakeholders.

Jira Portfolio is planned based. A plan in Portfolio is a complete view of the tasks, teams, and release dates for your Jira projects.

Once you start to create a plan, there are three main factors you need to define:

Scope: A list of tasks that need to be carried out in order to complete the plan.

Teams: Who will be implementing the work? With the correct data in place, Portfolio can estimate how long it will take for the team to complete their tasks.

Releases: Your scheduled release date.

With Jira Portfolio, you can create a visual timeline to gain visibility across each of your teams and projects in a single place from a granular level and review cross-team and cross-project dependencies to prevent bottlenecks. This visibility can help you plan realistic release dates and manage your team’s capacity. The solution allows you to try out different scenarios with your roadmap and resources to help guide your decision making. Once you have a solid plan, you can easily integrate with Jira Software and commit your changes.

Jira Portfolio allows managers to easily add team members. The tool’s powerful scheduling algorithm assigns tasks to teams while taking priorities and dependencies into account so it can create a realistic forecast for project completion.

Jira Portfolio Benefits

Some of the top benefits of using Jira Portfolio include:

Roadmaps and roadmaps dependencies: Roadmaps list details about the tasks that need to be executed in order to complete a project, as well as predictions for when they will be completed, which teams are in charge of the task, and a list of resources they require. By setting dependencies on your team’s roadmaps, unnecessary bottlenecks are avoided.

Integration with Jira: Jira Portfolio is dynamically integrated with your Jira Software project data and constantly pulls your latest data from Jira Software, allowing you to plan your projects with updated information.

Envision scenarios: Create what-if scenarios and save them to Jira if you decide to adopt them.

Reporting: Share capacity reports and more to allow team members and stakeholders to gain visibility and insights into the process.

Task completion estimation methods: Estimate how long a specific task will take and compare these estimations with the actual time to completion to help assess team performance and efficiency and improve the accuracy of estimation calculations over time.

Reviews from Real Users

Jira Portfolio stands out among its competitors for a number of reasons. Two major ones are its roadmap creation tools and its flexibility.

Meeta L., a lead product manager at a tech vendor, says, “The valuable features of the JIRA Portfolio are the customization it provides which is very useful and the Agile project management capability.”

Juan P., a senior IT project manager at Avantica, writes, “Portfolio helps us increase the visibility of projects' status and management with remote workers who make up most of the company.”

Atlassian

Planview Portfolios offers a comprehensive platform for managing IT, project and resource management, along with strategic planning. The tool focuses on optimizing resource allocation and financial analysis, supporting global operations.

Organizations use Planview Portfolios to streamline project tracking from inception to completion, enhancing strategic alignment with corporate objectives. The tool integrates with platforms like JIRA to provide seamless workflows and supports critical business processes, including budgeting and capacity planning. Teams benefit from customized configurations and robust reporting, further supporting effective decision-making. Despite its strengths, improvements are sought in navigation, documentation, and integration capabilities.

What are the key features?

Customizable interface: Allows personalization to meet specific needs.
Comprehensive resource and financial management: Enables detailed tracking and analysis.
Robust reporting: Provides extensive data insights.
Integration with Power BI: Enhances data access for stakeholders.
Resource and capacity planning: Optimizes workforce allocation.

What benefits should users expect?

Improved strategic alignment: Supports better decision-making.
Increased operational efficiency: Streamlines project management.
Enhanced resource optimization: Ensures optimal use of workforce.
Better financial insights: Allows precise budget tracking.

In industries like IT and project management, Planview Portfolios supports complex portfolio handling, ensuring visibility across global operations. Companies in these sectors leverage its strategic planning tools for strategic alignment and resource management, integrating with existing systems for improved process efficiency.

Planview

Sample Customers

Rosetta Stone, Sprint, UBS, Workday, Expedia, J.P. Morgan

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO

Buyer's Guide

JIRA Portfolio vs. Planview Portfolios

March 2025

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