Planview PPM Pro vs Planview Portfolios comparison

Planview Portfolios and Planview PPM Pro are both solutions in the Project Portfolio Management category. Planview Portfolios is ranked #8 with an average rating of 8.5, while Planview PPM Pro is ranked #7 with an average rating of 6.0. Planview Portfolios holds a 7.4% mindshare in PPM, compared to Planview PPM Pro’s 7.4% mindshare. Additionally, 90% of Planview Portfolios users are willing to recommend the solution, compared to 88% of Planview PPM Pro users who would recommend it.

Planview Portfolios

Read 63 Planview Portfolios reviews

997 Views
576 Comparison Views

90% willing to recommend

Planview PPM Pro

Read 32 Planview PPM Pro reviews

1,545 Views
624 Comparison Views

88% willing to recommend

Planview Portfolios

Planview PPM Pro

Comparison Buyer's Guide

Download the report

Executive SummaryUpdated on Nov 4, 2024

Planview Portfolios and PPM Pro both compete in the project management domain. While Portfolios are strong in strategic integration and resource management, PPM Pro stands out with its flexibility and customizable reporting capabilities.

Features: Planview Portfolios focus on integrating strategy with execution, managing organizational resources, financials, and project execution elements comprehensively. It offers robust portfolio and technology management features, though customization options are somewhat limited. PPM Pro is known for its flexibility, ease of customization, and enhanced ad hoc reporting capabilities, especially with tools like Power BI, allowing businesses to tailor solutions to their specific needs.

Room for Improvement: Planview Portfolios could enhance user interface modernization, reporting capabilities, and integration with more Agile tools. Users seek better support and open access to documentation, alongside more customization options and improved financial components. Planview PPM Pro could improve integration with other tools, enhance task management, and update its interface for a more modern look.

Ease of Deployment and Customer Service: Both Planview Portfolios and PPM Pro offer flexible deployment across various environments, though customer service reviews are mixed. Some users highlight the depth of technical support and community resources, while others point out delays in response and post-deployment support challenges. High support turnover and service quality consistency are concerns.

Pricing and ROI: Planview Portfolios are priced higher than some competitors, suitable for organizations with strategic needs, but costly if license usage isn't fully leveraged. ROI is seen through strategic management and alignment but is not easily quantified financially. PPM Pro, while expensive, offers value through adaptability and effective project portfolio management, showing ROI in resource allocation and strategic execution.

To learn more, read our detailed Planview PPM Pro vs. Planview Portfolios Report (Updated: April 2025).

Buyer's Guide

Planview PPM Pro vs. Planview Portfolios

April 2025

Download the complete report

Helped 845,589 peers since 2012

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 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)

Planview PPM Pro

Ranking in Project Portfolio Management

7th

Average Rating

7.8

Reviews Sentiment

7.0

Number of Reviews

Ranking in other categories

Project Management Software (16th)

Mindshare comparison

As of April 2025, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 7.4%, up from 6.6% compared to the previous year. The mindshare of Planview PPM Pro is 7.4%, down from 7.6% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management

Featured Reviews

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.

Read full review

MartinQuiroga

Value Stream Management specialist & Solution Leader at Tricise at OdPe Business Solutions

Needs to improve roadmap, scalability and communication

The product feels like a toy. The tool needs to improve its roadmap. It needs to improve things on a project management level which includes communication as well. I am working with the product for two to three years. The product is not scalable. We have around 15-20 users for the product. My…

Read full review

Quotes from Members

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

Pros

"We use time reporting. We convert time reporting into financial costs and do contractor and capacity planning for our resources. We track our work. So, that's the module we use extensively. As a matter of fact, we have upwards of 300 open projects at this given moment. It is pretty close to 300 open activities that are working."

"The most valuable features are the resource management, the time sheet entry and usage, and the financial planning. With our projects, we primarily focus on resource assignments, as far as determining the actual forecast and actuals of our projects. A lot of it is based off of the resources utilized on those projects. The time based helps us capture the actuals. The amount of time people are spending on working on their project tasks. Because they've built this into the schedule, so we can build the forecast. With financial planning, we're able to look back on what our variance is and if there is anything between the scheduled forecasted hours, dollars against the actual hours, and the costs that they utilize."

"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."

"The resource capacity planning is the most valuable feature because you can evaluate your team's capacity by team and what projects they're working on and you can forecast easily by team."

"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."

"Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool."

"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."

"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."

More Planview Portfolios pros

"The solution is great for viewing projects and timelines."

"Just about everything about the solution is valuable. I can't pinpoint one specific thing. The tool has helped us mature as an agency, has taught us to collect better data and the benefits of having good data."

"It has helped us make good decisions in terms of what projects to take or how to prioritize projects when we have multiple directors from the business or product. It has definitely helped us prioritize and work on our critical things."

"I've worked at many different companies, and the customer service and the support from Daptiv are unlike anything I've encountered before. They far excel any other company I've worked with. I always say to people that Daptiv is like a sub-department in your company. You don't realize they're a vendor. It feels like you're working with somebody who is part of your own company."

"The status reporting is the most valuable feature as it's easy to use; it's simple for project managers to enter their information, and the reporting features are very flexible."

"I liked the dashboards because I need to report out on tasks completed in the last two weeks, tasks scheduled for the next two weeks, what the risks and health are. What I've been able to do is create reports based on that and then put those reports into a dashboard. The old reporting was clunky, but the beta reports got better. But then I couldn't add the beta reports to the dashboards so now they released the new beta dashboards and it works great. It does everything I need to do."

"PPM Pro absolutely enables us to create reusable project templates that reflect our project management lifecycle. We had a good customer session on this, where a team utilizes portfolio management and project management of the tool very intensively. We follow all of the templates but having said that, we have so many divisions and we have so many users and project managers utilizing the tools. They have a different bunch of templates. We're not just following one or two templates. We have a number of templates that the teams are using."

"PPM Pro has improved my organization through standardization. The big thing for us is that we came from a very immature state of play. Everyone had their own risk and issue management capabilities and their own different impacts for risks. We've been able to standardize that within the program delivery arena. That for us has been a major thing. We're all speaking the same language about the same things and using the same metrics in order to capture statuses."

More Planview PPM Pro pros

Cons

"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."

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

"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."

"The reporting is absolutely shocking. It's not good reporting and requires improvement."

"Its ability to create summary reports across multiple projects is very limited. In terms of the out-of-the-box reporting for summary reports, the reporting that we typically leverage is around forecasting for resources, timesheets, and actuals, and just looking at what is the capacity. There is no real summary of what work is being done and how work is being accomplished. So, what we typically do is that we get a copy of the data files from Enterprise One daily, and then we have a team that manages the data mod outside of Enterprise One. They use data from Enterprise One as well as other additional sources to provide the reporting that we share with the management. So, we leverage a lot of Enterprise One data for reporting, but we don't use the reporting capabilities within Enterprise One. So, reporting can be improved, and they could help us make more customized reporting. I know it is very configurable out of the box, but we have to leverage an outside data mod that pulls in a lot of data from Enterprise One. So, the reporting function, and being able to customize reports, is the area that could be very beneficial."

"The financial piece of the tool could be better. While it may have to do with the complexity of the work that we do, it seems that the tool should be able to drill down a bit deeper into the financial area."

"Our challenge will be this tool is complex. It is not necessarily easy to start and learn from the beginning. How do you get people who are not professionals to adopt it, use it, and not be mean about it?"

"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."

More Planview Portfolios cons

"The integration with some of these other tools that we use, like the Azure DevOps needs improvement. I heard there are few things coming within Planview or PPM Pro itself, but I think it's still future dated. These integrations are key for us from an organizational perspective."

"Based on my experience, the financial management screens have gone a long way, but I think there's still some room for improvement in terms of how you model them and the different version controls."

"I would like to schedule reports. I would like to be able to schedule a report and every Monday it sends that report to these people. That circumvents having to give them a license. It's just a way of saying "Okay, this is what's going on this week," and it just happens. I don't have to worry about it."

"Reporting and dashboards need improvement. I know they're doing a major revamp of that. We're really looking forward to that because that's something that is really being requested by our customers to give them better visibility, reporting, and dashboards that are easier to understand."

"One thing in particular I'd suggest is that we used the fast track service to implement PPM Pro. While it had a lot of value to it, people may be expecting a different experience. An experience where maybe an entourage of consultants come onsite to help you do the implementation, as opposed to working over the phone with just one resource. This might be an option to offer later down the road where there are complex implementations."

"I think PPM Pro is going to release a resource self-service admin which is going to duplicate the standard groups. I think that will help us a lot because right now a standard group has their own permission and we don't know what permission is getting out to the users. After the resource self-service admin will be in place, I think we will be in a much better position in terms of the formation profile."

"Entering day-to-day tasks is a tedious process."

"Additional Agile capabilities, including integration with the Agile development app, would be welcome features."

More Planview PPM Pro cons

Pricing and Cost Advice

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

"The cost of other pieces and integrating them in needs improvement."

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

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

"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."

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

"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."

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

More Planview Portfolios pricing and cost advice

"$6 million has been the return on investment so far, and that was because of work intake. Now that we are scrutinizing the work intake and asking questions like, "Is there an alternative to your $10 million project?" We had one project come in for $10 million, scrutinize it through our gate review process, and wound up with the alternative, which was $3.8 million. So, a $6 million savings."

"Our current license is from 2019 to 2022. So for that three-year subscription, it was $60,000 for the subscription, users, platform, and connections. Then there were some add-ons. Connecting to some of our other systems like HR for that period cost us around $12,000."

"The cost was in line."

"We have their Flex plan."

"My advice is to pay attention to integration opportunities to reduce your licensing cost with Planview. There are additional costs for consulting services and advanced customer support."

"Bulk volume discounts are a little better. Right now we have to buy in lots of 20 at $200 a license. That's a little steep. For example, with Service Now, I pay $48 a seat for a license."

"The pricing for me is more about understanding your own needs in the company because it is one license for one person model. So, you have to really understand how many licenses you need and what may be the influx of your staff. The good thing about Daptiv is that we just need a quick telephone call to our customer success manager if we want to increase our licensing. It takes a day or two to do. So, we can upscale very quickly. We've never downscaled, but I'm guessing if we had to, we'd have to wait till the contract completes or renegotiate a different licensing cost. So, you definitely need to understand what different types of licenses provide from a functionality point of view, and then order 10% more than you need based on the influx of staff in the company. There are costs in addition to the standard licensing fees. We have the report functionality for which we pay separately for 10 hours per month."

"Pricing was fair and I thought it was comparable to the other ones that we looked at. Other than ServiceNow, it was the most expensive, but we knew we were going to get a lot of value for that, so we went with it. We paid $40,000 for the implementation and for the workshops."

More Planview PPM Pro pricing and cost advice

See which vendors are best for you

Use our free recommendation engine to learn which Project Portfolio Management solutions are best for your needs.

See recommendations

845,589 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Manufacturing Company

15%

Financial Services Firm

15%

Computer Software Company

13%

Government

Financial Services Firm

13%

Manufacturing Company

12%

Computer Software Company

11%

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

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

What do you like most about Planview PPM Pro?

The product's deployment is straightforward.

See all answers

What needs improvement with Planview PPM Pro?

The product feels like a toy. The tool needs to improve its roadmap. It needs to improve things on a project management level which includes communication as well.

See all answers

What advice do you have for others considering Planview PPM Pro?

I would rate the solution a four out of ten.

See all answers

Comparisons

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

Jira vs Planview Portfolios

Compared 9% of the time

Planisware vs Planview Portfolios

Compared 8% of the time

More Planview Portfolios Competitors

ServiceNow Strategic Portfolio Management vs Planview PPM Pro

Compared 22% of the time

Planisware vs Planview PPM Pro

Compared 20% of the time

Smartsheet vs Planview PPM Pro

Compared 10% of the time

Broadcom Clarity vs Planview PPM Pro

Compared 7% of the time

Microsoft Project vs Planview PPM Pro

Compared 7% of the time

More Planview PPM Pro Competitors

Product Reports

Buyer's Guide

Planview Portfolios

March 2025

Download Planview Portfolios product report

Buyer's Guide

Planview PPM Pro

March 2025

Download Planview PPM Pro product report

Also Known As

Planview Enterprise One, Troux

Innotas

Overview

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

Planview PPM Pro centralizes the management of resources and projects while facilitating governance and providing visibility for improved decision making. Planview PPM Pro provides the ability to collect, prioritize, and execute projects so that PMOs can focus their resources on the work that delivers the most value.

Planview PPM Pro helps businesses get out of managing projects in complex spreadsheets or tools so they can gain visibility into all work and resources. For informed decision making, use Planview PPM pro to streamline project efforts into a single source of truth. The solution gives businesses the ability to align their centralized project portfolio to achieve business outcomes through financials, projects, and resources.

Planview PPM Pro Features

Planview PPM Pro has many valuable key features. Some of the most useful ones include:

Portfolio planning: Select the right projects that bring the most value to the business.
Reporting and dashboards: For better decisions, measure, manage, track, and report on all work.
Manage demands and plan resource capacity: Evaluate and make trade-off decisions based on available resources. Manage work requests in one place.
Manage resources: Ensure resources are working on the most important projects and understand resource capacity to appropriately staff those projects.
Manage portfolios and financial planning: Manage tasks and resources, project schedules, and the financials to deliver on time and on budget.
Scoring: Gather scores from across the organization throughout the project lifecycle to prioritize the highest value work and requests.
Planview FLEX: Use Lean-Agile and collaborative tools to help teams deliver their best work.
Centralized portfolio: Get visibility into all work, streamlining projects into a single source of truth. This establishes governance and improves overall delivery.
Predictive portfolio analysis: Identify the optimal mix of projects to predict, plan, and re-plan a balanced portfolio of resources and projects. Optimize delivery, increase agility, and save time and money.
Top-down portfolio planning: Create as many portfolios as needed to drive business alignment. Organize projects in portfolios, or contribute varying amounts across multiple portfolios.

Planview PPM Pro Benefits

There are many benefits to implementing Planview PPM Pro. Some of the biggest advantages the solution offers include:

Ability to prioritize project portfolios with top-down planning.

Increased confidence in knowing what resources are working on what projects. You can proactively allocate resources and improve delivery across your entire project portfolio.

Deliver on time and on budget to focus on your highest impact work. Align your projects with your goals.

Dashboards and reporting visibility give you power to accelerate PPM time-to-value for the business.

Ability to empower teams with FLEX because today’s enterprise is embracing a combination of work approaches to increase the success rate of strategic delivery.

Integrate your core applications seamlessly.

Reviews from Real Users

Planview PPM Pro stands out among its competitors for a number of reasons. Some of these include its exceptional customer service, its easy customization, and its real-time dashboards. PeerSpot users take note of the advantages of these features in their reviews:

Jai A., IT Project Manager at Orange Business Services, notes, “For every project, we have to establish timelines, set deadlines, and estimate the completion date of a particular task. PPM Pro notifies us if we are approaching the deadlines, and we can customize this to give notice two or three days in advance.”

Prateek A., a Manager at NISG, writes, “It helps you visualize all your strategic plans and the KPIs. It provides that information on a unified dashboard, in which you can track all your resources and the portfolios. It helps senior stakeholders and executives with clear reporting about project intake and demands, in real time."

Planview

Sample Customers

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

The Weather Channel, corcs, Crayola, Scan Health Plan, Vermont, Bank of the West, North West Company, University of Southern Mississippi, Jeffries, Purdue University, Chesterfield County Virginia, City of Memphis

Buyer's Guide

Planview PPM Pro vs. Planview Portfolios

April 2025

Free Report: Planview PPM Pro vs. Planview Portfolios

Find out what your peers are saying about Planview PPM Pro vs. Planview Portfolios and other solutions. Updated: April 2025.

DOWNLOAD NOW

845,589 professionals have used our research since 2012.

See our Planview PPM Pro vs. Planview Portfolios report.

See our list of best Project Portfolio Management vendors and best Project Management Software vendors.

We monitor all Project Portfolio Management reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.