Planview Daptiv vs Planview Portfolios comparison

Planview Daptiv and Planview Portfolios are both solutions in the Project Portfolio Management category. Planview Daptiv is ranked #16, while Planview Portfolios is ranked #7 with an average rating of 8.5. Planview Daptiv holds a 1.5% mindshare in PPM, compared to Planview Portfolios’s 7.7% mindshare. Additionally, 83% of Planview Daptiv users are willing to recommend the solution, compared to 90% of Planview Portfolios users who would recommend it.

Planview Daptiv

Read 12 Planview Daptiv reviews

241 Views
105 Comparison Views

83% willing to recommend

Planview Portfolios

Read 63 Planview Portfolios reviews

914 Views
529 Comparison Views

90% willing to recommend

Planview Daptiv

Planview Portfolios

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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: June 2025).

Buyer's Guide

Planview Daptiv vs. Planview Portfolios

June 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

Planview Daptiv

Ranking in Project Portfolio Management

16th

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

7th

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (13th)

Mindshare comparison

As of July 2025, in the Project Portfolio Management category, the mindshare of Planview Daptiv is 1.5%, up from 1.4% compared to the previous year. The mindshare of Planview Portfolios is 7.7%, up from 6.2% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management

Featured Reviews

Antonio Lira

Territory Manager LATAM at LeaseWeb

It allows you to include empty document forms, which must be completed and signed on project execution.

I want to share another Daptiv PPM feature - the usage of templates and management All of us who have managed projects, or simply structured an action plan, have looked back on previous experiences by searching our personal files, either from past work, previous projects, university assignments,…

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EduardoMaya

Project Office Manager at Hoteles City Express

A solution that gives you all the information you need to plan detailed projects

The initial setup was just a little complex. I rate the initial setup a seven out of ten. Deploying the solution took two weeks. While deploying the solution, we had two instances, one for the IT team and one for the business team. And we had to connect the two and explain things to the team. Only two people were needed to deploy the solution, me and another person.

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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

"It's difficult to pinpoint just one most valuable feature, as there are many features that can be beneficial. For the specific use case of my client's project management office, they found the project management features of the application to be particularly valuable, such as project boards, reporting, and the ability to customize views. Additionally, task management and project scheduling were also highly utilized. However, capacity planning was not used as much as the others, as there was a lack of support from executives to invest in training and implementing it due to a lack of processes in place. The project planning features, dashboard, and reporting capabilities were considered the most valuable."

"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."

"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."

"The timekeeping features are great and very helpful."

"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."

"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."

"It gives us the vast ability to churn out-of-the-box reports and have an overview about approach rates and resource utilization."

"It has been effective for our delivery. It's given us much better visibility into what is being delivered and when."

"The Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."

"I like that it's an enterprise environment. I can look across everything that's going on and have a sense of what is going on within the organization."

"The sheer amount of information available in one single interface is valuable. Everything is there. It is also a lot of work to maintain all the information, but generally, you can find everything you need within this one tool."

"When it comes to managing project plans, Enterprise One is awesome at enabling us to see what stage work is at. I've always thought it was awesome because it's good whether we're doing a traditional WBS or we're linking in epics into projects that are supporting the programs and the strategies, I've always thought it was an excellent tool."

"Its view into resource capacity and availability absolutely help us manage work. We can't plan out projects for delivery until we know if we have resources available to deliver them. That's been really critical. We look at our projects and see what availability of resources we have. That helps us to determine when we can start new work."

More Planview Portfolios pros

Cons

"This solution needs more standard connectors to other solutions."

"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."

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

"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."

"I find the solution has an excessive amount of features. Many aren't even kept current. Some aren't useful at all. There's an overall lack of coherence within the solution. It can make the execution difficult. Many features can easily be eliminated and it would help streamline the solution. They should get rid of 80% of the features and then really focus on the leftover 20% to make it a really great product."

"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."

"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 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."

"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."

"When it comes to reporting there are some challenges with integration."

"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."

"We have required more time from our resource managers to spend time in the tool. The adoption has been slower than we would have hoped. So, I would think from a rollout perspective, if Planview could help us with material which gets non-Planview users or previously light Planview users to become more heavy users of the system, then this would help us with the rollout."

"The solution out-of-the-box that we established was insufficient. We had to purchase and set up OData. I don't believe that it's a great solution out-of-the-box but eventually you can get there."

More Planview Portfolios cons

Pricing and Cost Advice

"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."

"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."

"We are on the Flex licenses."

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

"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 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."

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

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

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

More Planview Portfolios pricing and cost advice

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Top Industries

By visitors reading reviews

Financial Services Firm

19%

Educational Organization

Manufacturing Company

Government

Financial Services Firm

15%

Computer Software Company

14%

Manufacturing Company

10%

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

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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...

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

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

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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...

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Comparisons

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Compared 8% of the time

Planview PPM Pro vs Planview Portfolios

Compared 7% of the time

SAP Portfolio and Project Management vs Planview Portfolios

Compared 6% of the time

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Product Reports

Buyer's Guide

Planview Daptiv

June 2025

Download Planview Daptiv product report

Buyer's Guide

Planview Portfolios

June 2025

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 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

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

June 2025

Free Report: Planview Daptiv vs. Planview Portfolios

Find out what your peers are saying about Planview Daptiv vs. Planview Portfolios and other solutions. Updated: June 2025.

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