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Planview Portfolios vs RationalPlan comparison

 

Comparison Buyer's Guide

Executive Summary

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
Average Rating
8.0
Reviews Sentiment
6.8
Number of Reviews
71
Ranking in other categories
Enterprise Architecture Management (8th), Project Portfolio Management (4th)
RationalPlan
Average Rating
10.0
Reviews Sentiment
8.4
Number of Reviews
1
Ranking in other categories
Project Management Software (72nd)
 

Featured Reviews

Monabi Kingsley - PeerSpot reviewer
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.
reviewer1976010 - PeerSpot reviewer
President at Jam Works LLC
Easy to understand with fair pricing and lots of unique features
We use the desktop version of RationalPlan, and It seems some desktop software has the ability to share a document as a web view. This would be a nice feature allowing us to share our plans with clients without needing additional software. This may be something that is offered in the RationalPlan cloud plan. However, it would be nice for the desktop version to have this ability to bring it one more step ahead of the competition. As a side note, RationalPlan does have a free viewer as well.

Quotes from Members

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

Pros

"The biggest impact has been getting all these global groups into one space so we can even have intelligent conversations about what are we trying to accomplish. Before, it was just different regions doing whatever. Now, we're all talking the same language, and that's good."
"Planview has helped us connect funding and strategic outcomes with work execution."
"We haven't experienced any issues with scalability or stability."
"Planview Portfolios helped me generate $90 million in annual revenue through better resource allocation and accurate billing."
"Planview Portfolios has been the perfect project management tool for me to manage the entire project life cycle from a centralized source, ensuring controlling, tracking, and delivering projects on time within an agreed budget and time frame."
"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."
"By using Planview Portfolios, we have saved considerable time and improved our organization by delivering projects to our clients on time and within a good health margin and required budget, hence saving time and cost."
"Once you get a good grasp of the principles of Planview, it is a really powerful tool."
"RationalPlan has been very helpful in planning projects and resources through our shop and in communicating with clients on project timelines."
"Support is top-notch whenever help is needed."
 

Cons

"I think that the user interface needs some getting used to. It's not immediately intuitive."
"Our version is definitely set up a bit more waterfall world. It would be better if some of the agile features were more in the standard product."
"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."
"The solution needs to be better at accepting new ideas for upcoming releases."
"Even though Enterprise One is easy and user-friendly, it could provide better training like a demo. Providing more tutorials or sessions would really help."
"The resource area needs improvement."
"It is not an end-user-friendly product, and that's really the biggest thing. The hardest or the biggest hurdle I've ever had to face was adoption. I did the installation of the HP product in 2011. The company used it from 2011 to 2015, and the adoption was very high. When I was given the Planview product, adoption was very low. It wasn't as extensively used. We actually had people who wanted to go back to HP PPM because the interface of Planview was so broken, and it still is to some degree. So, it is not user-friendly. It doesn't flow the way a project manager thinks. What we did with HP PPM was a lot more manual programming. It wasn't as nice in terms of the interface, and it wasn't as pretty, but you could design it and build it so that everything flows with the way you worked, but Planview doesn't quite do that. There are a lot of screens. You have to jump back and forth. There are so many different places you have to go to just to do some basic tasks. That's the biggest thing that has really hindered adoption."
"Additional improvements are needed for Planview Portfolios."
"We use the desktop version of RationalPlan, and It seems some desktop software has the ability to share a document as a web view. This would be a nice feature allowing us to share our plans with clients without needing additional software. This may be something that is offered in the RationalPlan cloud plan."
 

Pricing and Cost Advice

"I don't think we have necessarily purchased everything that I would have liked to have seen."
"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."
"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."
"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
"The licensing part is a bit costly in comparison with the other available PPM tools."
"With the costs, they were very understanding. Knowing that we were an existing customer, they were very much willing to work with us to make sure that we were able to transition to Enterprise One from PPM Pro."
"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."
"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."
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Top Industries

By visitors reading reviews
Manufacturing Company
15%
Construction Company
10%
Financial Services Firm
10%
Healthcare Company
6%
No data available
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business2
Midsize Enterprise4
Large Enterprise66
No data available
 

Questions from the Community

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.
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...
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...
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Also Known As

Planview Enterprise One, Troux
No data available
 

Overview

 

Sample Customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
James Cook University, NASA, Dana-Farber Cancer Institute, Teleflex, Garmin, University of Missouri, BEA, Eurocoating, Adidas Group, Termoemcali, Solid Power
Find out what your peers are saying about Planisware, monday.com, Broadcom and others in Project Portfolio Management. Updated: July 2026.
908,800 professionals have used our research since 2012.