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: December 2025).

Planview Portfolios vs. Smartsheet

December 2025

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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 January 2026, in the Project Portfolio Management category, the mindshare of Planview Portfolios is 5.9%, down from 6.2% compared to the previous year. The mindshare of Smartsheet is 6.3%, down from 8.3% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Project Portfolio Management Market Share Distribution
Product	Market Share (%)
Smartsheet	6.3%
Planview Portfolios	5.9%
Other	87.8%

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 solution view into resource capacity and availability helps us to manage work."

"It gives us the vast ability to churn out-of-the-box reports and have an overview about approach rates and resource utilization."

"I like that everyone is able to see the same data. All of our users who aren't just time reporters have read access to all the data that is out there. So, it is one source of truth where everybody can go in and see the exact same data that everybody else sees. It is transparent."

"The most valuable feature of this solution is reporting."

"We do a lot of big projects which are pretty expensive to structure the product development around and see the progress. Every time we start a project, we have to expense the spends for certain amounts. We need some baselines, like predictive versus actual."

"A lot of of the value is around the project metrics so far but as I get more plugged into the strategic management, it's strategic planning and programs and then tying that into outcomes. I work with executive leadership and that's really what they're looking for, to say, "Okay, what outcomes do we want to achieve and how are we going to get there, plan that out, sequence that out, and then get the work to do that? And then track the work back to where we're headed with our outcomes.""

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

"Its view into resource capacity and availability absolutely help us manage work. We can't plan out projects for delivery until we know if we have resources available to deliver them. That's been really critical. We look at our projects and see what availability of resources we have. That helps us to determine when we can start new work."

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."

"What I found most valuable in Smartsheet is its project customization feature. It's a great solution because you can add in your own WBS. You can see it in Jira style, Kanban, and you can even do Agile and Waterfall. Another feature that's valuable in the solution is when you have those connections, you have that API, you have a sandbox, and you can make a solution, it's a tremendous product because you can pull data."

"Enables coordination and sharing of information that is relatively inexpensive."

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

"It's stable and simple to use."

"The most valuable feature of Smartsheet is it can be highly customized."

"Smartsheet is stable."

"The deployment is very easy. All you need to do is log in."

More Smartsheet pros

Cons

"Even though Enterprise One is easy and user-friendly, it could provide better training like a demo. Providing more tutorials or sessions would really help."

"There can be improvement on the sense of urgency because a lot of times we've exhausted everything that we can, and now, we're reaching out. So, it isn't a, "Well, have you tried to reboot this?" We've already done everything. Once we put in a ticket, there should be more of a sense of urgency on it."

"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."

"Its ability to create summary reports across multiple projects is very limited. In terms of the out-of-the-box reporting for summary reports, the reporting that we typically leverage is around forecasting for resources, timesheets, and actuals, and just looking at what is the capacity. There is no real summary of what work is being done and how work is being accomplished. So, what we typically do is that we get a copy of the data files from Enterprise One daily, and then we have a team that manages the data mod outside of Enterprise One. They use data from Enterprise One as well as other additional sources to provide the reporting that we share with the management. So, we leverage a lot of Enterprise One data for reporting, but we don't use the reporting capabilities within Enterprise One. So, reporting can be improved, and they could help us make more customized reporting. I know it is very configurable out of the box, but we have to leverage an outside data mod that pulls in a lot of data from Enterprise One. So, the reporting function, and being able to customize reports, is the area that could be very beneficial."

"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."

"The scheduling's kind of clunky in terms of its ability for us to see what stage work is at. They could have done better with that. It can be difficult to use."

"I would like to see more documentation pieces. Right now, they do have the content repository. I would like to see more out-of-the-box features with document repository capabilities."

"Support is still a challenge. We find it challenging more due to the responsiveness and getting a case or ticket assigned to an analyst. That's what I was just doing. I was following up on an email that we opened last week. We haven't heard anything, so following up on that."

More Planview Portfolios cons

"Initially, there were issues like dropdowns. Those have been overcome."

"The integration with Microsoft products should be improved."

"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."

"If there was some way to store more complex files in the system, or if there was a back-end structure where you could store files, that would be ideal."

"I want to improve baselines, predecessor-successor relationships, and the ability to use manual starts and stops while keeping relationships intact. Changing dates and durations can be convoluted, unlike in Microsoft Project. There are many things I'm used to in other software that don't happen in Smartsheet. It's offset by how easy it is to link sheets and pull data at higher levels, but figuring out why I can't change data sometimes can be frustrating."

"Smartsheet's export and print functions could be more seamless. Once I create the plan in Smartsheet, I need to import it into my corporate web presentations. This isn't always smooth. I have to save it in PDF format, then cut an image from the PDF version."

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

More Smartsheet cons

Pricing and Cost Advice

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

"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."

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

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

"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."

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

"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."

More Planview Portfolios pricing and cost advice

"The solution is too expensive."

"There would be more extensive usage if the solution were cheaper. It's really expensive right now, and that's why we provide a few licenses for admins. The rest of them are just users without admin privileges."

"Smartsheet only requires licenses for project managers. When we were using Asana, we had to purchase a license for everyone who wanted to access their tasks and use the system. That gets costly fast. It was one of the main reasons we left Asana. As Asana and these other tools scale, they become way more expensive."

"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 tool's monthly fee is 25 dollars, which is within the range of most cloud-based project management tools. I rate the tool's pricing a five out of ten."

"Smartsheet has many licensing models. You need to add the package that best suits your requirements. The license is paid per user and it is monthly. The cost was approximately $7 per PC, $15 for professional, and $33 for the enterprise plan."

"I believe a licensed user costs between 300 to 400 euros."

"The solution is expensive."

More Smartsheet pricing and cost advice

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Top Industries

By visitors reading reviews

Manufacturing Company

15%

Financial Services Firm

Healthcare Company

Insurance Company

No data available

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	2
Midsize Enterprise	2
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

Download Planview Portfolios product report

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