Planview Portfolios vs Smartsheet comparison

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Planview Portfolios

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Executive SummaryUpdated on Nov 4, 2024

Planview Portfolios and Smartsheet compete in the project management software category. Smartsheet seems to have an upper hand with its flexible, user-friendly interface and robust real-time collaboration features which are appealing in various organizational settings.

Features:Planview Portfolios is known for its comprehensive resource management and strategic alignment, offering advanced reporting capabilities and extensive customization options. However, it lacks built-in templates which complicates initial onboarding. Smartsheet stands out with its project customization, Gantt charts, task dependencies, and real-time collaboration. Its intuitive dashboards and automation capabilities significantly aid project management and organizational communication.

Room for Improvement:Planview Portfolios could benefit from a more flexible and intuitive UI, better Agile tool integrations, and enhanced customer access to guides. It also faces challenges with reporting flexibility and support responsiveness. Smartsheet can improve in real-time collaboration, dashboard interactivity, and security options. Users suggest refining API integrations and automation features for better productivity.

Ease of Deployment and Customer Service:Planview Portfolios supports various deployment models including public, private, and on-premises but receives mixed reviews in customer service due to personnel turnover. It shows strengths in comprehensive support systems and documentation. Smartsheet excels in public and hybrid cloud environments, noted for straightforward configuration yet faces inconsistencies in customer service, highlighting a need for proactive support measures.

Pricing and ROI:Planview Portfolios is considered costly, justified by its extensive features, providing ROI through strategic management. Its FLEX licensing offers adaptability, though over-purchasing and high consultant costs present issues. Smartsheet offers competitive tiered pricing suitable for various organizational levels, allowing scalable access with free collaborators and licensed users. Some users find it costly for extensive automation and customization, though its low-cost entry provides flexibility.

To learn more, read our detailed Planview Portfolios vs. Smartsheet Report (Updated: June 2025).

Planview Portfolios vs. Smartsheet

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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 Portfolios

Ranking in Project Portfolio Management

7th

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

Enterprise Architecture Management (13th)

Smartsheet

Ranking in Project Portfolio Management

3rd

Average Rating

8.0

Reviews Sentiment

7.2

Number of Reviews

Ranking in other categories

Project Management Software (5th)

Mindshare comparison

As of July 2025, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 7.7%, up from 6.2% compared to the previous year. The mindshare of Smartsheet is 8.8%, up from 7.2% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management

Featured Reviews

EduardoMaya

Project Office Manager at Hoteles City Express

A solution that gives you all the information you need to plan detailed projects

The initial setup was just a little complex. I rate the initial setup a seven out of ten. Deploying the solution took two weeks. While deploying the solution, we had two instances, one for the IT team and one for the business team. And we had to connect the two and explain things to the team. Only two people were needed to deploy the solution, me and another person.

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PaulDiaz

Project Manager at Amgen

Needs to improve baselines and changing dates can be frustrating

I like the dashboarding feature best, as it lets me assemble a workspace with source sheets, dashboards, and reports simultaneously. The standard reports and worksheets are most useful for team collaboration. People look at dashboards during presentations, but they go to the sheets to update projects, add comments, or make notifications. It's automated, so changes come to me or whoever needs to see them. I can send notifications from specific line items. The worksheet is key for tracking project progress, though we track it at a higher level rather than detailed work breakdown structures. Subject matter experts say when they'll deliver things, and that's what we track.

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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

"It maps back to our SDLC process pretty well. I'm able to see the stage of where things are at. We also use Azure DevOps for all of our requirements and our coding."

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

"The sheer amount of information available in one single interface is valuable. Everything is there. It is also a lot of work to maintain all the information, but generally, you can find everything you need within this one tool."

"Its view into resource capacity and availability helps us to manage work. In reporting, we use this facility to help with resource capacity and availability. It also helps to see how much we are using. We derive that information from the work and resource management screen. That is very helpful."

"Our reporting is much better. There is much more visibility on projects, schedules, tasks, and in our milestones. Now, we have a consistent way of reporting out to the committees and getting all of our schedules and milestones."

"The solution’s integrated product portfolio has transformed our organization’s delivery because people are a lot more accountable. When you have no accountability, then people don't always deliver the way that you want them to. Once you get accountability, they know that somebody is watching and the way that they manage their work changes quite a bit."

"We can easily see which functions are overcapacity. Before, we did not have visibility into that."

"The overall interface is very easy to use. It puts together strategy and execution across all your investments."

More Planview Portfolios pros

"The fact that you can have different access groups is definitely a pro for Smartsheet. It also has the ability to integrate with a lot of tools."

"The dashboard and the layouts are quite good."

"The tool reduces manual labour and it is user-friendly."

"We like Smartsheet's workflows, automation, and low-code capabilities. I don't know of any other project management tool with low-code functionality designed for project managers."

"I think Smartsheet would scale fine."

"It is my favorite project management tool. The reason for that is that it is very flexible. It is much easier to use than Microsoft Project in terms of creating custom fields. It is very similar to Excel. So, people understand it, which makes it a little bit easier to use for most users."

"It's very user friendly."

"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 these dashboards can be shared with our clients without a license."

More Smartsheet pros

Cons

"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 lack of templates harden the initial learning curve."

"There are some issues with how long it takes to load the data to Planview, It just depends on what your setup is. If there was a way Planview could maybe make the loading faster, in case you do have a lot of things going on with your setup."

"We've been using it for a while, so it's about maturity. It's about being able to build out things in Agile groups and teams and some of that. Then really trying to drive into the direction of Lean Portfolio Management and more Agile program management, I think is where we're heading."

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

"The technical support is a little overworked. At least, they have been in the past year. We need them to focus on somethings from time to time. You can tell that they're really focusing on many things. It has gotten better, but I think they could still use some relief."

"We do have some significant issues with our integrations that we're working through. Those are not as stable or reliable as what we would like."

"We don't use the Progression feature. We will use it at some point in time. Until then, we want to have a way to set time to help decide what's in the past, present, and future. It is one of the things we've been discussing with Planview."

More Planview Portfolios cons

"Every feature for text mining, even process mining, would be a plus. We have about two hundred contract management events daily. First, I share specific documents. I talk about the search function because we assume it has a thorough search when we read the catalog. But when you test it, you realize it doesn't search within attachments. So, it's a great search function, but you need the brand folder. It has many options and can become complex."

"Lacks the ability to edit attachments within the solution."

"The downside of Smartsheet is that there are some security concerns. We were able to restrict people from sharing sheets with anyone who was not in our domain, but it could be easier. We also found it hard to restrict certain user groups from adding attachments to sheets."

"Smartsheet is a cloud-based tool similar to Google Sheets in that multiple stakeholders can work on a document simultaneously. However, unlike Google Sheets, which saves changes in real time, Smartsheet requires users to manually save their changes."

"A room for improvement I found in Smartsheet is the view, as it's currently row-wise. I should have the opportunity to view a full scale, top down list instead of just a column driven list. I shouldn't have to go just left or right. I should be able to view it top down."

"More intuitive access without constant logins would be beneficial."

"The dashboard is not user-friendly, it needs improvement."

"The long-term timelines could be improved, especially the visuals on the projection Gantt chart."

More Smartsheet cons

Pricing and Cost Advice

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

"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."

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

"We are on the Flex licenses."

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

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

"We recently did a new bundle for all of Enterprise One. It includes some of the newer pieces, like Projectplace and LeanKit. It bundled our CTM in with it as well. I think the total came out to be about $900,000 a year. This is for unlimited licenses."

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

More Planview Portfolios pricing and cost advice

"There's a trial version and a free version. Each license costs a decent amount, $25 per month or something."

"This licensing is straightforward and they charge per user."

"I pay $ 120 or $ 128 a month for two to three users."

"If I'm not mistaken, it was pretty manageable. It was about 200 bucks a seed. The business really felt a strong need for it. So, it was viewed as a safer and more straightforward cost that we were willing to pay as compared to Domo, which took some convincing."

"There's a license for Smartsheet, and the enterprise plan comes down to about $750. My company also pays an extra $60 monthly apart from the standard licensing fee."

"The solution is reasonably priced."

"Smartsheet can be low-priced, with personal subscriptions around eight dollars a month, but I imagine it gets pricier for enterprise systems. Microsoft Project can be more expensive."

"The solution is too expensive."

More Smartsheet 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.

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860,632 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Financial Services Firm

15%

Computer Software Company

14%

Manufacturing Company

10%

Healthcare Company

Educational Organization

19%

Manufacturing Company

10%

Government

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...

What is your experience regarding pricing and costs for Planview Portfolios?

Planview Portfolios is not too expensive. You get what you paid for.

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...

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?

The pricing is great and reasonable enough that I maintained my copy and bought it for my team independently.

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Product Reports

Planview Portfolios

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Also Known As

Planview Enterprise One, Troux

No data available

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

Smartsheet is a dynamic platform with features like real-time data sharing, Gantt charts, and integration with Jira and Microsoft Teams, offering valuable tools for efficient task management.

Smartsheet combines Excel-like functionality with cloud accessibility, making it efficient for tracking, reporting, and workflow management. Users benefit from its scalability and robust security, making it ideal for enterprise-level projects. However, improvements in data visibility, real-time collaboration, and user-friendliness can enhance its utility. Customizable dashboards, project management features, and seamless integrations offer great flexibility, though there is a demand for better automation, API enhancements, and new templates.

What are Smartsheet's most important features?

Real-time Data Sharing: Facilitates seamless collaboration between users.
Project Management Tools: Includes Gantt charts and task prioritization for efficient project tracking.
Integration: Works with major platforms like Jira and Microsoft Teams for comprehensive data flow.
Automation Capabilities: Reduces manual work with robust automation functionalities.
Customizable Dashboards: Allows users to tailor dashboards to meet specific needs.

What benefits or ROI should users look for in reviews?

Efficiency: Streamlines workflows with tools that enhance project tracking and collaboration.
Scalability: Supports growing enterprise demands with its scalable architecture.
Security: Provides robust, secure environments for data management.
Adaptability: Offers flexibility to customize workflows for improved resource management.

Smartsheet is utilized by organizations in industries like engineering, education, and IT for project management, task tracking, and data integration. It enables planning, scheduling, and team collaboration, facilitating dashboard creation and automation of processes. Its flexibility in customizing workflows is appealing to those managing projects and programs.

Sample Customers

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

Sony Music, ESPN, Hilton, Unisource, Colliers, Extreme Networks, Groupon, Netflix

Planview Portfolios vs. Smartsheet