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: February 2026).

Planview Portfolios vs. Smartsheet

February 2026

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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 (11th)

Smartsheet

Ranking in Project Portfolio Management

3rd

Average Rating

8.0

Reviews Sentiment

7.1

Number of Reviews

Ranking in other categories

Project Management Software (7th)

Mindshare comparison

As of February 2026, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 6.2%, down from 6.8% compared to the previous year. The mindshare of Smartsheet is 6.2%, down from 8.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management Market Share Distribution
Product	Market Share (%)
Smartsheet	6.2%
Planview Portfolios	6.2%
Other	87.6%

Project Portfolio Management

Featured Reviews

it_user1684173

PM Systems Analyst at a insurance company with 5,001-10,000 employees

Increases our on-time completion rate and helps in managing the demand and capacity, and we get excellent service in terms of feature requests and support

We've been encouraging our users to manage their schedules directly in the Work and Assignments module. So far, it has been good, but we've been in conversation with the vendor product team to improve the performance of the Work and Assignments module. Right now, it is a bit slower. 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. It provides flexibility for configuring assignments, but one of the things about which we've been talking to Planview is related to certain resources that are associated with a project. When the project extends, their demand also equally goes up. There are also resources where if a particular task has to crash, it may need additional effort. So, it is between the fixed effort versus fixed duration. Planview is more duration-based. For example, if you crash a task, the system rightly thinks that you're crashing the task, and you need to finish the work by doing overtime or working additional hours. If you are taking 30 hours to finish a task in three weeks, and for whatever reason, you have to crash the task into two weeks, 30 hours need to be fulfilled within those two weeks. If the task moves to four weeks, instead of three weeks, you still have 30 hours that get distributed among four weeks, so you will be able to finish the task. That makes sense for those resources that are associated with the task, but there are certain resources, such as a project manager or project administrator, for whom when a project extends, the demand also equally goes up. So, if somebody is assigned 50% for a project, and assuming that the project is moving out by a month or two or three months, the effort shouldn't go down. Currently, the allocation goes down, and our resource managers have to go and update the effort back up to 50% or whatever the demand is. We are interacting with Planview to provide a solution. Right now, we have to go and update the additional demand because of the change in the project.

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DonatasSinkevicius

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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Quotes from Members

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

Pros

"The portfolio and technology management are well built."

"We have a fairly good picture of time tracking."

"The biggest impact has been the visibility into our IT assets."

"Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) systems, and collaboration platforms."

"Its ability to create summary reports across multiple projects is one of the best features. They have very good data warehousing. You can put that out. You can tell that data warehousing from Planview Enterprise One is excellent."

"The data is the most valuable because the reporting that we provide out of Planview is priceless when compared to any other tool. The reporting has a variety of reports. It has the capabilities of Power BI. It gives us all these dashboards that we can show to our executive leadership, and they have been very well-received."

"I like that it's an enterprise environment. I can look across everything that's going on and have a sense of what is going on within the organization."

"We've brought our portfolio altogether. We have had multiple ways of reporting out what our portfolio is, whether it's in Excel, Word, or in different places. We brought all of our projects together in one place. That has worked out well for us. We've been able to manage the work on Gantt charts and our resources better. The big thing for us on research and development is around managing people's time, on which projects they are working on, and how much effort does it take to launch our projects."

More Planview Portfolios pros

"Smartsheet is a really good tool for collaboration."

"The solution is scalable."

"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."

"The most valuable features of Smartsheet are its collaboration tools, the ability to centralize and prioritize projects, and robust reporting capabilities."

"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."

"This solution provides easy collaboration and allows non-building users to use the system without requiring a license."

"What I appreciate best about Smartsheet is the straight Gantt chart and its flexibility."

"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."

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."

"We have required more time from our resource managers to spend time in the tool. The adoption has been slower than we would have hoped. So, I would think from a rollout perspective, if Planview could help us with material which gets non-Planview users or previously light Planview users to become more heavy users of the system, then this would help us with the rollout."

"I would like a bit more flexibility, as far as the configuration, and have additional capabilities to configure, making it more flexible for our use."

"There's still a lot of reluctance within the organization. We're not using all of the capabilities that we have today. We're still doing our strategic and capital investment planning on spreadsheets rather than using the capabilities that exist within Enterprise One. I definitely need to leverage the experts here at Planview to help drive a culture change. There's just a lot of reluctance on behalf of people within the company to put data into the tool."

"We are not very happy with the customer service. This is one of our main pain points. It doesn't cover the entirety of customer service, as there are reps who are really great and we've had good experiences. Many times, we've had people give us attitude, there was a delay in the response, or just a lack of interest. This got to the point where if there was a problem, we would rather try to solve it ourselves then call customer support."

"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."

"When you think of planning at a PI level, roadmap planning, or release planning, I think they should make a little more headway into how agile delivery works, tying it back into the financials and the planning to Planview. I think it would be good."

"The lack of templates harden the initial learning curve."

More Planview Portfolios cons

"It already has a really powerful Export to Excel feature, but it can have an Excel add-on. The way to set up single sign-on wasn't too easy in the beginning, and it was hard to get hold of customer service. They should make it easier to set up SSO. Smartsheet's customer service also definitely needs to be improved."

"The only reason we migrated to another application was the full integration available in other solutions. We never used the integration capabilities of Smartsheet."

"I would like if Smartsheet allowed more formulas in its sheets. I don't think working with formulas is as intuitive as it is in Excel. I use Vlookups and index matches in some of my sheets, and I had to find an outside consultant to help me build out those formulas."

"They provide a limited number of sheets which is not enough."

"Asana has a modern look and feel, particularly its agile project management interface featuring movable cards between columns."

"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."

"The system can become more challenging to use in more complex scenarios, requiring additional add-ons that can be quite costly."

"I'd like to see them add more features to their automation."

More Smartsheet cons

Pricing and Cost Advice

"When we went through that process, I believe it is competitive with others on the market. However, there are less expensive options available. It's a more premium offering at a higher price."

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

"In the time that I've used it, we've doubled up the amount of dollars on our intended projects."

"I think all in we are at $33,000 a year and that includes Projectplace and Planview. We used to have the integration to JIRA, but we don't pay for that anymore."

"Our licensing costs are about a quarter of a million dollars per year."

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

"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."

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."

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

"For a normal license, like the one I had: I had my own Smartsheet because I wanted to play with it and I didn't want to mess with what I was doing in Verizon, so I paid $200 monthly, and it gave me all the same functionalities, so I could do whatever I wanted for $200. The problem is if you have anyone else working on it or deploying on it, it's $200 a month for every single person who's deployed on it, that's working on it as an owner or an administrator, so owners and administrators are the only ones who can change, edit, and add data to worksheets and columns. Depending on the size of your organization, Smartsheet can be costly. As for implementing its Control Center, Smartsheet forces you to have three people come in: it's a minimum of three people from Smartsheet for three months who will provide you the solutions for the Control Center side, and that's $150 an hour, so it can become very expensive. For my company, not having the Control Center would save on the setup fees and then the $20,000 a year, because the Control Center of Smartsheet is a yearly subscription of $20,000."

"The solution is reasonably priced."

"I would assume there is a licensing fee. I don't think that it is free."

"Its licensing is on a yearly basis. I was responsible for negotiating the price with the Smartsheet team, but I don't remember what the price was. Its standard license probably was around 5,000 to 6,000 a year. The enterprise version is significantly more expensive."

"It is less expensive than Microsoft Project for enterprise or Oracle Primavera by an order of magnitude. If you buy a Microsoft Project license, it's probably $300 or so by itself, whereas Smartsheet is probably less than $50 per head."

"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."

More Smartsheet pricing and cost advice

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Top Industries

By visitors reading reviews

Manufacturing Company

15%

Financial Services Firm

Marketing Services Firm

Healthcare Company

Manufacturing Company

15%

Government

10%

Healthcare Company

University

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	2
Midsize Enterprise	3
Large Enterprise	59

By reviewers
Company Size	Count
Small Business	19
Midsize Enterprise	2
Large Enterprise	22

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 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...

What is your primary use case for Planview Portfolios?

We use Planview Management to assess the current project portfolio, evaluate resource availability, and prioritize projects based on strategic objectives, ROI, and risk factors. Planview Management...

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.

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Product Reports

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Planview Portfolios

January 2026

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January 2026

Also Known As

Planview Enterprise One, Troux

No data available

Overview

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?

Strategic Alignment: Connects OKRs with execution processes.
End-to-End Visibility: Assesses performance with KPIs for strategic decision-making.
Dynamic Planning and Funding: Scenario modeling for incremental funding.
Flexible Capacity Planning: Balances resources and dependencies.
Connected Technology Strategy: Aligns tech investments with priorities.
Adaptive Program Management: Integrates planning and cross-functional teams.

What benefits do users gain from using Planview Portfolios?

Customization and Interface: Offers tailored layouts and an intuitive interface.
Centralized Management: Manages projects and resources effectively.
Robust Reporting: Features Power BI integration for comprehensive reports.
Agile Integration: Supports agile practices alongside traditional methods.
Enhanced Collaboration: Facilitates team collaboration across departments.

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.

Planview

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?

Real-Time Sharing: Facilitates immediate collaboration across teams.
Cloud Accessibility: Work from anywhere with cloud-based tools.
User-Friendliness: Simplified project management through an intuitive interface.
Gantt Chart Creation: Offers dynamic timelines for project tracking.
Integrations: Seamless connectivity with Jira, Microsoft Teams, and more.

What benefits or ROI does Smartsheet provide?

Enhanced Efficiency: Streamline workflows for quicker project completion.
Improved Collaboration: Centralized tools support teamwork and communication.
Project Tracking: Real-time updates keep projects on schedule.
Customizable Solutions: Adaptable to meet diverse management needs.

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.

Sample Customers

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

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