Planview Daptiv vs Planview Portfolios comparison

Planview Daptiv and Planview Portfolios are both solutions in the Project Portfolio Management category. Planview Daptiv is ranked #14, while Planview Portfolios is ranked #4 with an average rating of 8.5. Planview Daptiv holds a 3.1% mindshare in PPM, compared to Planview Portfolios’s 6.4% mindshare. Additionally, 83% of Planview Daptiv users are willing to recommend the solution, compared to 91% of Planview Portfolios users who would recommend it.

Planview Daptiv

Read 12 Planview Daptiv reviews

1,148 Views
528 Comparison Views

83% willing to recommend

Planview Portfolios

Read 71 Planview Portfolios reviews

3,460 Views
1,488 Comparison Views

91% willing to recommend

Planview Daptiv

Planview Portfolios

Comparison Buyer's Guide

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Executive SummaryUpdated on Nov 4, 2024

Planview Portfolios and Planview Daptiv compete in the project and portfolio management space. Based on the comparison, Planview Portfolios seems to have the upper hand with deeper integration and flexibility.

Features: Planview Portfolios offers comprehensive resource management, time reporting, and project execution capabilities with high configurability and flexible reporting. Integrated seamlessly with tools like Power BI, it allows easy creation of custom dashboards. Users also value its superior resource tracking and management features. Planview Daptiv, on the other hand, is celebrated for its ease and customizability in reporting, allowing business analysts to generate needed data independently. Although its project planning and resource management tools may not be as advanced, it presents a more straightforward experience for simple reporting needs.

Room for Improvement: Planview Portfolios users suggest refreshing the user interface, enhancing customization options, and improving tool integration, particularly for reporting. Challenges with the complexity of setup remain. Planview Daptiv is critiqued for its limitations in advanced capabilities and lacks depth in capacity planning. It grapples with intricate setup processes and would benefit from bolstering its project management features.

Ease of Deployment and Customer Service: Planview Portfolios offers deployment in public and private clouds and on-premises, giving users greater flexibility. Planview Daptiv remains primarily cloud-based. Customer service reviews for both are mixed, with issues of inconsistent support and turnover among support staff. However, technical support ratings are slightly more favorable for Planview Daptiv.

Pricing and ROI: Planview Portfolios is associated with a higher price point but justifies this through significant ROI due to its advanced features and robust integration capabilities, making it ideal for organizations aiming at resource optimization. Planview Daptiv, while more cost-effective with a simpler licensing model, may not offer the same depth of functionalities, resulting in potentially limited returns despite lower initial setup costs.

To learn more, read our detailed Planview Daptiv vs. Planview Portfolios Report (Updated: March 2026).

Buyer's Guide

Planview Daptiv vs. Planview Portfolios

March 2026

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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

Planview Daptiv

Ranking in Project Portfolio Management

14th

Average Rating

8.2

Reviews Sentiment

7.3

Number of Reviews

Ranking in other categories

No ranking in other categories

Planview Portfolios

Ranking in Project Portfolio Management

4th

Average Rating

8.0

Reviews Sentiment

6.8

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (8th)

Mindshare comparison

As of March 2026, in the Project Portfolio Management category, the mindshare of Planview Daptiv is 3.1%, up from 1.0% compared to the previous year. The mindshare of Planview Portfolios is 6.4%, down from 7.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management Mindshare Distribution
Product	Mindshare (%)
Planview Portfolios	6.4%
Planview Daptiv	3.1%
Other	90.5%

Project Portfolio Management

Featured Reviews

reviewer2068344

Director of Operations at a tech services company with 11-50 employees

Useful project management capabilities, beneficial dashboards, but project planning could improve

The areas that should be improved in Planview Daptiv are a subject that can be viewed differently depending on who you ask. I feel they should focus on excelling in one specific area rather than providing average capabilities in many areas. For example, their project planning software is satisfactory but not as advanced as Microsoft Projects. The same goes for the capacity planning tool and reporting capabilities, which can be improved upon by using custom Excel spreadsheets or by hiring a business analyst for additional support. In short, the biggest weakness of Daptiv is that it does not excel in any one area and only provides average performance. In a future release, it would be beneficial to have a undo button.

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Monabi Kingsley

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.

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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 experience with Changepoint has been great considering that most organizations won't use 90% of the application's features."

"I like the reporting engine, IBM Cognos, especially the analytics. That's a good tool. It's quite strong on the ideation and capacity-planning side, which is a huge plus."

"The most valuable features are resource allocation and capacity planning."

"I implemented for a large client of mine and saw them quickly get up and running and leverage Daptiv to help them manage their IT demand from their internal customers."

"The powerful collaboration is definitely the most valuable and the fact that you can adjust flexibility to almost any methodology, and the easy creation of complete new functionalities without programming code."

"Consequently, it is the single point of truth for both our project managers and our senior leadership."

"Daptiv templates give you a world of possibilities, no matter the PMI maturity level the company has."

"Changepoint gives us a view of the project status and needs very clearly, which are things that we used to miss with MS Project and Excel."

More Planview Daptiv pros

"Our ability to do strategic portfolio reporting has gotten much better."

"It maps back to our SDLC process pretty well. I'm able to see the stage of where things are at. We also use Azure DevOps for all of our requirements and our coding."

"Enterprise One has enabled us to eliminate Excel. We don't track financials anymore in an Excel format, which the company was doing before. Even now, being a new portfolio manager four months in, I'm able to just pick up my project. I'm able to see where I am right now. That improvised it to be more automated. The only missing part is the integration between tools. I'm not able to see my full schedule, but I know what are my important milestones are like watching the financials and all that stuff."

"We have about 200 people and can accurately forecast to the penny how much it's going to cost us for the year."

"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."

"The solution’s integrated product portfolio has transformed our organization’s delivery because people are a lot more accountable. When you have no accountability, then people don't always deliver the way that you want them to. Once you get accountability, they know that somebody is watching and the way that they manage their work changes quite a bit."

"I would say it works really well for forecasting remaining effort, especially in terms of forecasting the dollar amounts. We've gotten pretty good at adjusting rates because we have a lot of contract workers."

"This is giving us huge flexibility to accommodate the company's needs."

More Planview Portfolios pros

Cons

"Accessing some functions is a bit obscure and requires some knowledge of how the product works, but the upgrade from v2012 to 2014 improved that situation and I expect the upcoming upgrade to 2017 to further streamline operations."

"Expense management, simulation scenarios, and budget control could be great and useful features to include."

"I find the solution has an excessive amount of features. Many aren't even kept current."

"Limited unless you purchase additional support hours."

"The areas that should be improved in Planview Daptiv are a subject that can be viewed differently depending on who you ask. I feel they should focus on excelling in one specific area rather than providing average capabilities in many areas. For example, their project planning software is satisfactory but not as advanced as Microsoft Projects. The same goes for the capacity planning tool and reporting capabilities, which can be improved upon by using custom Excel spreadsheets or by hiring a business analyst for additional support. In short, the biggest weakness of Daptiv is that it does not excel in any one area and only provides average performance."

"It would also be nice to see some improvements on the IBM Cognos Analytics. There's still work to be done on the analytics side of things, like your condition formality."

"The previous solution that we were using was Projector PSA; it was overall a superior product."

"It would also be nice to see some improvements on the IBM Cognos Analytics. There's still work to be done on the analytics side of things, like your condition formality."

More Planview Daptiv cons

"The technical support seems strong. I know they've started doing some more off-shore support, and that space still needs some growth."

"The content management definitely needs to improve."

"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, and it's very old in respect that there are no clauses that you can apply to that logic."

"We had issues with the data rephrasing."

"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."

"Being the IT development manager who implements the upgrades for Planview, I would love to see more thorough testing of expenditures and more thorough testing in general. When we do an upgrade, we have to do quite a bit of testing because we can affect the bottom line."

"One of the reasons why we've upgraded so many times is because of performance standards. We've just run into issues where we've had performance problems. Maybe they are not upgrading, but they're adding more horsepower. Then, we do go upgrade and lose that horsepower, which is frustrating from my perspective as an admin to lose that horsepower. Hopefully, that'll change."

"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."

More Planview Portfolios cons

Pricing and Cost Advice

"The licensing is pretty complex. Each kind of user is a different price. It's approximately $300 per year. They charge additional fees for technical support and other additional services."

"It's a yearly license, but it's not an open license. It's based on users and their roles. So your administrator is priced differently from your timesheet user."

"We have several hundred licenses. It costs us several hundred thousand dollars a year."

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

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

"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."

"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."

"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."

More Planview Portfolios pricing and cost advice

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Top Industries

By visitors reading reviews

Construction Company

14%

Performing Arts

Marketing Services Firm

Financial Services Firm

Manufacturing Company

14%

Financial Services Firm

Marketing Services Firm

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	7
Midsize Enterprise	1
Large Enterprise	4

By reviewers
Company Size	Count
Small Business	2
Midsize Enterprise	4
Large Enterprise	66

Questions from the Community

Ask a question

Earn 20 points

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.

See all answers

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...

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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...

See all answers

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Product Reports

Buyer's Guide

Planview Daptiv

March 2026

Download Planview Daptiv product report

Buyer's Guide

Planview Portfolios

March 2026

Download Planview Portfolios product report

Also Known As

No data available

Planview Enterprise One, Troux

Overview

Daptiv by Changepoint is an industry-leading Project and Portfolio Management (PPM) solution that helps businesses connect strategy to execution. Plan and monitor your portfolios from a top-down perspective to ensure you’re investing in the right projects to align with the overarching goals of your business.

Planview

Planview Portfolios equips leaders in strategic portfolio management to enhance investment confidence and market responsiveness through seamless strategy connection, planning, delivery, and outcomes, offering both cloud and on-premises options.

Planview Portfolios supports executives and portfolio managers by improving strategic execution with automated and adaptable processes. It integrates strategy and outcomes by aligning business and technology plans to optimize funding and resource capacity. Features include end-to-end visibility, which allows tracking of strategic initiatives and the ability to analyze performance data using key metrics. It also provides dynamic planning and funding via scenario modeling, allowing businesses to adapt funding based on outcomes while ensuring balanced investments against capacity.

What are the key features of Planview Portfolios?

Strategic Alignment: Connects OKRs with execution processes.
End-to-End Visibility: Assesses performance with KPIs for strategic decision-making.
Dynamic Planning and Funding: Scenario modeling for incremental funding.
Flexible Capacity Planning: Balances resources and dependencies.
Connected Technology Strategy: Aligns tech investments with priorities.
Adaptive Program Management: Integrates planning and cross-functional teams.

What benefits do users gain from using Planview Portfolios?

Customization and Interface: Offers tailored layouts and an intuitive interface.
Centralized Management: Manages projects and resources effectively.
Robust Reporting: Features Power BI integration for comprehensive reports.
Agile Integration: Supports agile practices alongside traditional methods.
Enhanced Collaboration: Facilitates team collaboration across departments.

Planview Portfolios sees extensive use across industries like IT, financial planning, and resource management. Global companies implement it for managing projects, resource allocation, and strategic planning. It's crucial for end-to-end project management, including investment planning, capacity management, and connecting agile with traditional resource planning, supporting departments worldwide in project execution.

Planview

Sample Customers

AOS Studley, Austrian Airlines, bpost bank, Employees Provident Fund, Stena Metall, VitalityHealth, Precor

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

Buyer's Guide

Planview Daptiv vs. Planview Portfolios

March 2026

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Find out what your peers are saying about Planview Daptiv vs. Planview Portfolios and other solutions. Updated: March 2026.

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