Planview Portfolios vs RationalPlan comparison

Why PeerSpot?

Planview and RationalPlan are both solutions in the Project Portfolio Management category. Additionally, 91% of Planview users are willing to recommend the solution, compared to 100% of RationalPlan users who would recommend it.

Planview Portfolios

Read 71 Planview Portfolios reviews

9,492 Views
4,082 Comparison Views

91% willing to recommend

RationalPlan

Read 1 RationalPlan review

1,189 Views
868 Comparison Views

100% willing to recommend

Planview Portfolios

RationalPlan

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Executive Summary

We performed a comparison between Planview Portfolios and RationalPlan based on real PeerSpot user reviews.

Find out what your peers are saying about Broadcom, Planview, Planisware and others in Project Portfolio Management.

To learn more, read our detailed Project Portfolio Management Report (Updated: October 2026).

Buyer's Guide

Project Portfolio Management

October 2026

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Helped 920,769 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

Average Rating

8.0

Reviews Sentiment

6.8

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (7th), Project Portfolio Management (2nd)

RationalPlan

Average Rating

10.0

Reviews Sentiment

8.4

Number of Reviews

Ranking in other categories

Project Management Software (71st)

Featured Reviews

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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reviewer1976010

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.

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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

"We haven't experienced any issues with scalability or stability."

"We're still in an early stage. Things will change as we use it more. I did program reports that are important and that will provide us with value."

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

"On a personal level, I actually like Planview Enterprise One, because I know how to use the tool pretty well."

"Another good thing is that we can create custom reports, which is great. If I created a custom report, a tile that tells me how many people have logged in today. We currently have a little under 2000 users, and that's only users, we actually have integrations, that we created a custom form that sends hours directly to Planview. They're not using Planview directly, but they're sending their hours to Planview through an API."

"Now, we have a full view of projects, allocations, and effort to deliver our portfolio projects."

"Knowing that any changes that are made are instant, and we have one true source of this visibility is very helpful."

"We use expenditures quite a bit. We put in forecast expenditures and then we actualize them below the line in the little box in the bottom tray. Being able to track the project with relevant milestones is also valuable. Milestones are valuable because it helps us to keep the project on track. The expenditures are valuable because we need to be able to understand expenses that are beyond the regular resources in the projects."

More Planview Portfolios pros

"Support is top-notch whenever help is needed."

"RationalPlan has been very helpful in planning projects and resources through our shop and in communicating with clients on project timelines."

Cons

"User information and resource information in Planview Portfolios are separate."

"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."

"My experience with pricing, setup cost, and licensing reveals that the cost is a bit not affordable for a small organization, but for medium and large enterprises, I would say it is very cost-effective and affordable."

"I would like to be able to copy and paste from Excel into work and assignments along with roles and hours, as opposed to having to type it out one by one."

"Its ability to create summary reports across multiple projects is very limited."

"I would suggest for the request module that they open up the fields and columns so it's like we are doing our work in the work module. You can't do that with today. We also have to make sure that the fields can go both ways with the request and work modules. Including fields in the column sets would be helpful, because today they only use attributes."

"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."

"It is a bit of a rigid system."

More Planview Portfolios cons

"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

"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."

"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."

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

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

"We overbought our licenses. We looked at our needs three to four years down the road and tried based our contract on that. However, we were over aggressive. We use about a third of the licenses that we have. We're looking to adjust the makeup so we can start utilizing the amount of money that we are spending. Right now, we're overspending, and my organization is not seeing the value in Planview because we are paying so much for licenses that we're not using."

"We are on the Flex licenses."

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

More Planview Portfolios pricing and cost advice

Information not available

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Top Industries

By visitors reading reviews

Manufacturing Company

16%

Financial Services Firm

10%

Construction Company

Outsourcing Company

No data available

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

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

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.

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...

See all answers

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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Comparisons

Broadcom Clarity vs Planview Portfolios

Compared 8% of the time

OpenText Project and Portfolio Management vs Planview Portfolios

Compared 5% of the time

Microsoft Project Server vs Planview Portfolios

Compared 5% of the time

Planview PPM Pro vs Planview Portfolios

Compared 3% of the time

MEGA HOPEX vs Planview Portfolios

Compared 3% of the time

More Planview Portfolios Competitors

monday.com vs RationalPlan

Compared 27% of the time

Planview PPM Pro vs RationalPlan

Compared 19% of the time

Microsoft Project Server vs RationalPlan

Compared 8% of the time

Planisware vs RationalPlan

Compared 8% of the time

OpenText Project and Portfolio Management vs RationalPlan

Compared 6% of the time

More RationalPlan Competitors

Product Reports

Buyer's Guide

Planview Portfolios

October 2026

Download Planview Portfolios product report

Buyer's Guide

Project Management Software

October 2026

Download RationalPlan product report

Also Known As

Planview Enterprise One, Troux

No data available

Overview

Planview Portfolios empowers executives, finance, and portfolio leaders by enhancing strategic investments, improving market responsiveness, and connecting strategy and execution for optimal visibility.

Planview Portfolios offers comprehensive strategic and project portfolio management to organizations. Automating and scaling these processes, it enhances speed-to-value, aligns strategic objectives with execution, and connects business and technology planning for optimal funding and resource capacity. Users gain end-to-end visibility, track progress, and improve decision-making by utilizing integrated financial and capacity planning.

What key features does Planview Portfolios offer?

Strategic Alignment: Aligns objectives and OKRs with execution to ensure strategic goals are met.
End-to-End Visibility: Tracks performance across the organization to support timely decision-making.
Dynamic Planning and Funding: Utilizes scenario modeling for flexible strategic investment funding.
Flexible Capacity Planning: Balances programs and staffing levels against available capacity.
Connected Technology Strategy: Aligns technology investments with strategic digital initiatives.
Adaptive Program Management: Manages dependencies, risk, and progress through integrated planning.

What benefits can users find in reviews of Planview Portfolios?

Workflow Efficiency: Enhances efficiency by minimizing bottlenecks and optimizing execution.
Improved Decision-Making: Provides comprehensive insights for better informed strategic decisions.
Financial Insights: Offers detailed financial tracking across projects for greater transparency.
Organizational Agility: Increases productivity and adaptability through a unified platform.

Planview Portfolios is implemented across projects in industries requiring strategic planning, resource allocation, and financial tracking. Organizations manage project lifecycle and integration with ERP systems on a centralized platform, utilizing customizable workflows and reporting tools to enhance efficiency and streamline team processes.

Planview

RationalPlan is a versatile project management software tailored for professionals in diverse sectors seeking effective planning, monitoring, and execution of projects.

RationalPlan is designed to assist managers in maintaining complete control over project timelines, resources, and budgets. It supports various industry-specific requirements, offering capabilities like task scheduling, resource allocation, risk management, and financial tracking. With a user-friendly interface, it simplifies complex project management tasks while enhancing overall productivity and efficiency. Its compatibility with Mac, Windows, and Linux systems makes it accessible to a wide user base.

What are the key features of RationalPlan?

Multi-project management: Handle interrelated projects and dependencies efficiently.
Gantt Chart Monitoring: Keep track of project schedules and milestones clearly.
Resource Management: Optimize resource allocations to prevent overloading.
Risk Management: Identify and mitigate potential project risks early on.
Financial Estimations: Manage budgets and forecast financial outcomes accurately.

What benefits can users expect?

Improved Efficiency: Streamline project management tasks and enhance productivity.
Cost Savings: Optimize resource use to reduce project costs.
Time Management: Meet deadlines with precise scheduling and tracking features.
Enhanced Collaboration: Facilitate teamwork with easy information sharing.

RationalPlan is widely used in industries such as construction, IT, and consulting where precise project tracking and resource allocation are crucial. It adapts well to industry-specific workflows, providing tools that cater to the unique demands of each sector. RationalPlan’s implementation helps professionals deliver projects on time and within budget.

RationalPlan

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

Buyer's Guide

Project Portfolio Management

October 2026

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Find out what your peers are saying about Broadcom, Planview, Planisware and others in Project Portfolio Management. Updated: October 2026.

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