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

"We can view a project both at the top level and dig into the particularities. It's given us greater visibility into the work itself."

"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."

"The most valuable features are the control and visibility that you have for portfolio management in terms of projects and capacity planning for resources along with strategies and outcomes, etc. It's so easy to access information for sharing analytics and reporting."

"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 provided whatever feedback we had to the Planview team, and they went in and built those additional features that we requested. For example, they created a great way for our users to search for a specific resource, project, program, or role. We were not using some of the features, and we wanted them to not be visible, and they helped us with that. They also brought a feature to provide visibility into when a resource was never assigned to any task. There was no visibility to this before. This feature was really very good for visibility into the resource portfolio."

"The solution is flexible. Planview is always introducing new releases and functionality, which ends up being beneficial to the company. We are able to do some customizations on our own along with our IT department, and that's very helpful."

"Enterprise One has enabled us to eliminate Excel. We don't track financials anymore in an Excel format, which the company was doing before. Even now, being a new portfolio manager four months in, I'm able to just pick up my project. I'm able to see where I am right now. That improvised it to be more automated. The only missing part is the integration between tools. I'm not able to see my full schedule, but I know what are my important milestones are like watching the financials and all that stuff."

"The resource capacity planning is the most valuable feature because you can evaluate your team's capacity by team and what projects they're working on and you can forecast easily by team."

More Planview Portfolios pros

"Smartsheet offers more than Project because it's similar to a table-based, database-type system. It's like a hybrid between Excel and project software. We were able to enter the formulas and do much of the automation. We added budgets to it and linked them to a vendor page. Smartsheet let us integrate the budget into the project seamlessly. With Project, we needed to open up Excel."

"The dashboard and the layouts are quite good."

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

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

"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 management aspect is the most valuable. You can also prioritize tasks and then view tasks by priorities as passports."

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

More Smartsheet pros

Cons

"The solution out-of-the-box that we established was insufficient. We had to purchase and set up OData. I don't believe that it's a great solution out-of-the-box but eventually you can get there."

"Its reporting needs to be improved. My main complaint when it comes to Planview is that it is good to maintain all the data but to actually use the information that is in it, you actually have to use a different tool. We use Power BI. So, we pull all the information, and then we use a Power BI dashboard to stage or look at the information."

"Some of the out-of-the-box reporting is not immediately useful and although it can be configured or customized, there are still improvements that can be made."

"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."

"We have almost like a third-party group who has to do a lot of our configurations. It's a bit painful for us anytime we want to make a change. The other issue is that we have different groups all in the same instance. So, if one group wants to make a change, it impacts everyone. Then, we all have to come together, to say, "Yes, we approve this change, or no, we do not." Thus, it has not been as flexible for us."

"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."

"The only area that I can see currently needing improvement is just the modernization of the look and feel of it."

"Its support to legacy paying customers is something PlanView is not handling well. We were unable to implement due to lack of professional support by PlanView. "

More Planview Portfolios cons

"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."

"I think their support team is low quality. They're low and lack response, which is not good for customers. I wouldn't rely on their customer support at all."

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

"Smartsheet could improve by having seamless integration with Azure Board."

"The solution should include integrations with other platforms or software."

"I think it is all going to be about APIs in the future and I don't think Smartsheet is doing a lot in that regard. They have some integrations with Jira, but you have to pay for them."

"An area for improvement in Smartsheet is that if you're in the government or you're a regulated customer, you're not allowed to use APIs due to internal restrictions, so there are specific things that you cannot connect to it. Another area for improvement in the solution is that because there's a capacity of how many records you can have, and there's a capacity of how many functions you can apply, Smartsheet has set up their system where they can force people into purchasing a $20,000 additional module that is called Control Center, that will create documents for them on the fly, so they don't use so many functions and automation. Smartsheet also needs to improve on training, because the training that is out there is very little. The solution requires a steeper learning curve. You have to do your own training and you have to work on your own solution."

"They should improve the solution's integration with API."

More Smartsheet cons

Pricing and Cost Advice

"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."

"Our licensing costs are probably $150,000 to $180,000 a year with 270 licenses total."

"I don't think we have necessarily purchased everything that I would have liked to have seen."

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

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

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

"We are on the Flex licenses."

"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

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

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

"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."

"The solution is too expensive."

"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."

"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."

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

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

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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