Planview Daptiv vs Planview Portfolios comparison

Planview Daptiv and Planview Portfolios are both solutions in the Project Portfolio Management category. Planview Daptiv is ranked #17, while Planview Portfolios is ranked #8 with an average rating of 8.5. Planview Daptiv holds a 1.0% mindshare in PPM, compared to Planview Portfolios’s 7.4% 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

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113 Comparison Views

83% willing to recommend

Planview Portfolios

Read 63 Planview Portfolios reviews

997 Views
576 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: March 2025).

Buyer's Guide

Planview Daptiv 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

Planview Daptiv

Ranking in Project Portfolio Management

17th

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

8th

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (14th)

Mindshare comparison

As of April 2025, in the Project Portfolio Management category, the mindshare of Planview Daptiv is 1.0%, down from 1.4% compared to the previous year. The mindshare of Planview Portfolios is 7.4%, up from 6.6% 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

Do not be afraid to migrate to cloud solutions

I started using Daptiv PPM at SAP R/3, 22 module implementation, with over 80 functional team members, in different geographic locations. It definitely gave us the opportunity to centralize all schedules per module and assemble work teams for each subproject, binding them with co-dependent tasks in other modules. This type of tool allowed us to finish the back office stage just a week behind the original baseline, a real record for SAP R/3 implementation.

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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

"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."

"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 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."

"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."

"The timekeeping features are great and very helpful."

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

"Our transparency is increasing a lot. It is helping us to get people together. There are no dark rooms anymore. In some areas or concepts, we want to add more light to every single concept. That's the big impact that the tool is having. It allows conversations between people."

"Whenever we have issues, there is always someone ready to help us. Their people are knowledgeable and responsive. They get to tickets quickly. Just three or four weeks ago, we were having issues with getting data into Planview. We submitted a ticket and the turnaround was probably 45 minutes to get a response."

"I like that the data that we store is available for everybody. We're not trying to hide anything. Being an administrator, I know a lot about the tool. It is very easy to show somebody how to use the tool and get used to it. Hopefully that user doesn't come back and ask the same question twice is really what it is about. It's a very intuitive product as well. For what we use the tool for today, it's easy to learn and pick up."

"The portfolio and technology management are well built."

"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."

"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."

"I like that everyone is able to see the same data. All of our users who aren't just time reporters have read access to all the data that is out there. So, it is one source of truth where everybody can go in and see the exact same data that everybody else sees. It is transparent."

More Planview Portfolios pros

Cons

"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."

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

"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."

"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."

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

"Visualization and reporting areas could use improvements by having canned reports."

"The lack of templates harden the initial learning curve."

"The UI needs improvement. The UI should have more possibilities for users who are not specialized in using Planview. At the moment, it is more of a technical UI. I would like it to be an open user UI."

"When we first deployed, there were some issues. We never got to the root cause of why they happened. Since we didn't have any history with it, we weren't quite sure if this was a standard operating procedure or it truly was a glitch."

"It would be great to see Planview incorporate agile interfacing/methods in it. Like CA Clarity and other leading PPM tools – Planview should enhance or develop the interfaces to ingrate with other market leading Agile tools."

"Sometimes within the application, when you pull a report, it takes awhile performance-wise for the reports to pull up."

"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."

"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."

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

"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."

"Our licensing costs are about a quarter of a million dollars per year."

"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."

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

"We are on the Flex licenses."

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

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

More Planview Portfolios pricing and cost advice

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Top Industries

By visitors reading reviews

Financial Services Firm

21%

University

10%

Government

Manufacturing Company

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

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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

No data available

Broadcom Clarity vs Planview Portfolios

Compared 15% of the time

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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

Jira vs Planview Portfolios

Compared 9% of the time

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Product Reports

Buyer's Guide

Planview Daptiv

March 2025

Download Planview Daptiv product report

Buyer's Guide

Planview Portfolios

March 2025

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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

March 2025

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