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Planview Portfolios vs Smartsheet comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Nov 4, 2024

Review summaries and opinions

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

ROI

Sentiment score
6.4
Planview Portfolios boosts visibility, efficiency, and decision-making, supporting strategic alignment and enhancing collaboration and operational performance.
Sentiment score
6.9
Smartsheet enhances productivity and collaboration, automates processes, manages timelines, and is cost-effective compared to Microsoft Project alternatives.
It also delivers a set of shared metrics focused on customer value, such as speed and quality, to achieve business results while being able to roll up objectives and key results in the system where work gets done to ensure strategy informs execution and vice versa.
Project Manager at 3M
Reports and real-time analytics enhance real-time data-driven decision making.
Customer Service Representative at Roche
I also love the ability to provide visibility and transparency across an organization; it allows us to create custom reports and dashboards for easy data analysis, hence making data-driven decisions easily.
Project Manager at AT&T
Compared to Microsoft Project, which is more expensive, we save costs using Smartsheet.
Project Manager at a university with 1,001-5,000 employees
 

Customer Service

Sentiment score
8.3
Planview Portfolios customer service is mixed, with proactive support but occasional slow resolutions and varying assistance quality.
Sentiment score
6.8
Smartsheet's customer service feedback is mixed, with praise for responsiveness and resources but concerns over response delays and ticket management.
The customer support for Planview Portfolios has been quick to respond and very proactive since I have reached out to them several times.
Project Manager at AT&T
The customer support for Planview Portfolios is very proactive and responsive.
System Engineer at BNY
The customer support for Planview Portfolios is very proactive and responsive.
Project Manager at AT&T
 

Scalability Issues

Sentiment score
8.1
Planview Portfolios scales effectively for enterprise use, integrating well with tools, despite performance issues with large data loads.
Sentiment score
7.4
Smartsheet is praised for scalability, integration features, and cost-effectiveness, with some concerns over task tracking in larger projects.
The scalability of Planview Portfolios is very effective, and it handles all of my organization's projects and tasks.
System Engineer at BNY
Planview Portfolios is very scalable because it grows with the organization.
Customer Service Representative at Roche
Planview Portfolios is very scalable because it handles my organization's growth, allowing us to work with both small projects and big projects at the same time.
Project Manager at AT&T
Smartsheet is pretty flexible and scalable.
Project Manager at a university with 1,001-5,000 employees
 

Stability Issues

Sentiment score
9.1
Planview Portfolios is reliable and stable, with minor performance issues often linked to external factors or large configurations.
Sentiment score
7.9
Users find Smartsheet stable, with minor issues, high reliability ratings, and minimal disruptions enhancing overall satisfaction.
Planview Portfolios is very stable; I have not experienced any downtime.
Project Manager at 3M
Planview Portfolios is very stable.
Project Manager at AT&T
 

Room For Improvement

Improving Planview Portfolios' integration, customization, automation, documentation, metrics, and UI could enhance user adoption and streamline management.
Users want better data management, UI, integration, security, support, and Excel-like features in Smartsheet.
An important improvement would be to add more automation features and provide more online documentation videos that would make it much easier to use for non-technical users.
Customer Service Representative at Roche
Additionally, there should be plenty of resources online, such as tutorials and videos on how to guide and how to use Planview Portfolios, especially with its robust features, explaining each feature and how it works.
Project Manager at 3M
Reporting flexibility is needed so that end users can create their own quick ad hoc reports for analysis and for better data-driven decisions.
Project Manager at AT&T
I have a novice understanding of Smartsheet, so I sought a solution more suited to repeatable projects and process-oriented governance.
Strategic Programs Vice President, Project Management Office at a financial services firm with 11-50 employees
 

Setup Cost

Planview Portfolios is costly but valued for large enterprises; the FLEX model offers flexibility, benefiting strategic alignment.
Smartsheet pricing is user-based, varies by plan, and advanced features can increase costs compared to competitors like Microsoft Project.
My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost effective and affordable.
Customer Service Representative at Roche
My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost-effective and fairly pocket-friendly.
Project Manager at 3M
Planview Portfolios is one of the best and a very cost-effective tool.
Project Manager at AT&T
Licensing might be cheaper per user.
Project Manager at a university with 1,001-5,000 employees
 

Valuable Features

Planview Portfolios enhances productivity and decision-making through flexible reporting, resource management, and integration with Power BI.
Smartsheet offers real-time collaboration, customizable dashboards, automation, and integration, making it ideal for efficient project 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.
Project Manager at 3M
End-to-end visibility enables us to analyze performance data across the organization to measure the success of strategic initiatives with key performance indicators and make timely decisions to ensure outcome realization.
Project Manager at AT&T
The comprehensive set of features empowers users to allocate resources strategically, analyze costs accurately, and align project timelines with available resources seamlessly.
Project Lead at Wells Fargo
Automation helps by simplifying some manual work, saving time and facilitating communication.
Project Manager at a university with 1,001-5,000 employees
We were looking for a tool that allowed for repeatable projects and process-oriented governance.
Strategic Programs Vice President, Project Management Office at a financial services firm with 11-50 employees
What I appreciate best about Smartsheet is the straight Gantt chart and its flexibility.
Solution Architect at Think People
 

Categories and Ranking

Planview Portfolios
Ranking in Project Portfolio Management
4th
Average Rating
8.0
Reviews Sentiment
6.8
Number of Reviews
71
Ranking in other categories
Enterprise Architecture Management (8th)
Smartsheet
Ranking in Project Portfolio Management
5th
Average Rating
8.0
Reviews Sentiment
7.1
Number of Reviews
43
Ranking in other categories
Project Management Software (7th)
 

Mindshare comparison

As of March 2026, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 6.4%, down from 7.1% compared to the previous year. The mindshare of Smartsheet is 6.2%, down from 8.0% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Project Portfolio Management Mindshare Distribution
ProductMindshare (%)
Planview Portfolios6.4%
Smartsheet6.2%
Other87.4%
Project Portfolio Management
 

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.
DS
Project Manager at a university with 1,001-5,000 employees
Automation simplifies manual tasks and facilitates team communication
There are many useful features in Smartsheet. One can easily share plans with the entire team, and it functions similarly to Microsoft Project. Creating dependencies across all tasks is smooth, and team members can make adjustments if necessary. Automation helps by simplifying some manual work, saving time and facilitating communication.
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Top Industries

By visitors reading reviews
Manufacturing Company
15%
Financial Services Firm
9%
Marketing Services Firm
7%
Healthcare Company
7%
Manufacturing Company
15%
Healthcare Company
9%
Government
9%
University
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business2
Midsize Enterprise4
Large Enterprise66
By reviewers
Company SizeCount
Small Business19
Midsize Enterprise2
Large Enterprise22
 

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...
Has anyone moved from Microsoft Project to Smartsheet? How has your experience been with Smartsheet?
Hi @Eire Zimmermann, I helped an organization evaluate both MS-Project and Smartsheet when they were conducting their PM tool RFP. The short of it is this, MS Project is not caught up with the mo...
What do you like most about Smartsheet?
The tool creates shareable dashboards. These dashboards allow us to display project deliverables' status, their position in the queue, expected delivery timelines, and more. The best part is that t...
What is your experience regarding pricing and costs for Smartsheet?
Licensing might be cheaper per user. I rate it as seven or eight due to its demanding nature. For personal use, I have a monthly subscription, while the company uses an annual basis.
 

Also Known As

Planview Enterprise One, Troux
No data available
 

Overview

 

Sample Customers

UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Sony Music, ESPN, Hilton, Unisource, Colliers, Extreme Networks, Groupon, Netflix
Find out what your peers are saying about Planview Portfolios vs. Smartsheet and other solutions. Updated: March 2026.
884,933 professionals have used our research since 2012.