

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.
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.
Reports and real-time analytics enhance real-time data-driven decision making.
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.
Compared to Microsoft Project, which is more expensive, we save costs using Smartsheet.
The customer support for Planview Portfolios has been quick to respond and very proactive since I have reached out to them several times.
The customer support for Planview Portfolios is very proactive and responsive.
The customer support for Planview Portfolios is very proactive and responsive.
The scalability of Planview Portfolios is very effective, and it handles all of my organization's projects and tasks.
Planview Portfolios is very scalable because it grows with the organization.
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.
Smartsheet is pretty flexible and scalable.
Planview Portfolios is very stable; I have not experienced any downtime.
Planview Portfolios is very stable.
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.
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.
Reporting flexibility is needed so that end users can create their own quick ad hoc reports for analysis and for better data-driven decisions.
I have a novice understanding of Smartsheet, so I sought a solution more suited to repeatable projects and process-oriented governance.
My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost effective and affordable.
My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost-effective and fairly pocket-friendly.
Planview Portfolios is one of the best and a very cost-effective tool.
Licensing might be cheaper per user.
This enhanced visibility in Planview Portfolios ensures that all users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency.
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.
The comprehensive set of features empowers users to allocate resources strategically, analyze costs accurately, and align project timelines with available resources seamlessly.
Automation helps by simplifying some manual work, saving time and facilitating communication.
We were looking for a tool that allowed for repeatable projects and process-oriented governance.
What I appreciate best about Smartsheet is the straight Gantt chart and its flexibility.
| Product | Mindshare (%) |
|---|---|
| Planview Portfolios | 6.4% |
| Smartsheet | 6.2% |
| Other | 87.4% |

| Company Size | Count |
|---|---|
| Small Business | 2 |
| Midsize Enterprise | 4 |
| Large Enterprise | 66 |
| Company Size | Count |
|---|---|
| Small Business | 19 |
| Midsize Enterprise | 2 |
| Large Enterprise | 22 |
Planview Portfolios equips leaders in strategic portfolio management to enhance investment confidence and market responsiveness through seamless strategy connection, planning, delivery, and outcomes, offering both cloud and on-premises options.
Planview Portfolios supports executives and portfolio managers by improving strategic execution with automated and adaptable processes. It integrates strategy and outcomes by aligning business and technology plans to optimize funding and resource capacity. Features include end-to-end visibility, which allows tracking of strategic initiatives and the ability to analyze performance data using key metrics. It also provides dynamic planning and funding via scenario modeling, allowing businesses to adapt funding based on outcomes while ensuring balanced investments against capacity.
What are the key features of Planview Portfolios?Planview Portfolios sees extensive use across industries like IT, financial planning, and resource management. Global companies implement it for managing projects, resource allocation, and strategic planning. It's crucial for end-to-end project management, including investment planning, capacity management, and connecting agile with traditional resource planning, supporting departments worldwide in project execution.
Smartsheet offers a comprehensive platform for project management, featuring real-time sharing, cloud accessibility, and a user-friendly interface, which enhance workflow efficiency and project tracking capabilities.
Smartsheet stands out in the realm of project management by integrating robust tools like Gantt chart creation and seamless compatibility with products like Jira and Microsoft Teams. Its dashboards, intuitive design, and flexible customization options support efficient collaboration and centralized management. Enhancements such as real-time change visibility without refreshing, advanced automation capabilities, and improved integration with APIs address user needs. Sectors spanning from strategic initiatives to operational tasks benefit from this customizable, cloud-based platform.
What are the key features of Smartsheet?In specific industries, Smartsheet is leveraged for creating project plans, managing tasks, and compiling statistics. Teams use dashboards for data visualization to monitor multiple projects efficiently. The platform supports resource management, approvals, and collaboration, integrating features like automation and data export for comprehensive project oversight.
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