Planview PPM Pro vs Planview Portfolios comparison

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1,700 views|876 comparisons
90% willing to recommend
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2,352 views|1,096 comparisons
89% willing to recommend
Comparison Buyer's Guide
Executive Summary

We performed a comparison between Planview Portfolios and Planview PPM Pro based on real PeerSpot user reviews.

Find out in this report how the two Project Portfolio Management solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.
To learn more, read our detailed Planview PPM Pro vs. Planview Portfolios Report (Updated: May 2024).
772,127 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"The resource management and assignment features are valuable. The timesheet management is also valuable because that is a requirement for us. So, the ability to see timesheet forecasting and timesheet actual submission from resources has been very useful and valuable to us.""With the lifecycles, it helps us step through our processes easier. We'll take a process and create it in Visio, then we'll go and implemented in Planview. Anytime that we have to do a new process, this is what we use. We just step it through the lifecycles and the configure screens are very easy to use. The fields that you need are easy to use.""The biggest impact has been the visibility into our IT assets.""We are able to see where everyone in the team is in terms of hours, where there is capacity, and where we can actually add them, e.g., other projects that they're not currently staffed to.""The portfolio management gives you a view of all the projects as well as all the information about the total amount of effort, time, and cost being spent on the projects. It gives the organization how much money and effort should be spent towards projects so they can budget and do better capacity planning in the next fiscal year. It gives them visibility into their resources and if they have capacity.""The portfolio and technology management are well built.""Our transparency is increasing a lot. It is helping us to get people together. There are no dark rooms anymore. In some areas or concepts, we want to add more light to every single concept. That's the big impact that the tool is having. It allows conversations between people.""The most valuable feature of this solution is reporting."

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"I've worked at many different companies, and the customer service and the support from Daptiv are unlike anything I've encountered before. They far excel any other company I've worked with. I always say to people that Daptiv is like a sub-department in your company. You don't realize they're a vendor. It feels like you're working with somebody who is part of your own company.""The solution is great for viewing projects and timelines.""The most valuable feature of this solution is that my team can use one tool that's reliable, scalable, and provides the leadership team visibility to what's going on.""It is flexible, because so far we haven't been able to figure out anything that it cannot do. It's highly configurable. We've added custom field design screens to fit our needs, develop reports, and dashboards that give us the ability to deliver much better information, especially to senior IT management.""The solution's time-tracking abilities are one of the strong points. The only challenge is enabling it to the minute-level task. It's not at a project level but it's at an organization level. If I want it to be at a higher level as compared to some of the other projects where I want it to go to the nth level of a task for the time reporting, I cannot control it at a project level but it's controllable at an organization level. That's the only big challenge that I have.""It has helped us make good decisions in terms of what projects to take or how to prioritize projects when we have multiple directors from the business or product. It has definitely helped us prioritize and work on our critical things.""Daptiv is a project management tool, so it's pretty straightforward. The ability to manage projects and programs has been beneficial for us.""We use PPM Pro with Projectplace. It is absolutely 100 percent fantastic. Now, we can give people that more collaborative, comfortable look and feel with a Kanban board view. We give them a smart app that goes along with it, essentially not having to worry about using rigid project management. They are very complementary towards each other: PPM Pro and Projectplace. What one is not so strong in, the other one has strengths in it. It is fantastic."

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Cons
"It is a bit of a rigid system.""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.""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.""While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data visualization options, predictive analytics features, and customizable dashboards to provide deeper insights into project performance and trends.""I would suggest for the request module that they open up the fields and columns so it's like we are doing our work in the work module. You can't do that with today. We also have to make sure that the fields can go both ways with the request and work modules. Including fields in the column sets would be helpful, because today they only use attributes.""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.""Being the IT development manager who implements the upgrades for Planview, I would love to see more thorough testing of expenditures and more thorough testing in general. When we do an upgrade, we have to do quite a bit of testing because we can affect the bottom line.""One of the reasons why we've upgraded so many times is because of performance standards. We've just run into issues where we've had performance problems. Maybe they are not upgrading, but they're adding more horsepower. Then, we do go upgrade and lose that horsepower, which is frustrating from my perspective as an admin to lose that horsepower. Hopefully, that'll change."

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"The integration with some of these other tools that we use, like the Azure DevOps needs improvement. I heard there are few things coming within Planview or PPM Pro itself, but I think it's still future dated. These integrations are key for us from an organizational perspective.""I would like to see integration with third-party applications, like the JIRA, Microsoft Project, and financial applications.""Connecting funding and strategic outcomes with work execution is a challenge right now for us. Part of what we are facing is we have a couple of drivers of where projects are coming from. One of them is our innovation group. They are just sort of tangentially using PPM Pro for recording the status of projects and not really planning them within there. We need a stronger link between our current financial reporting system and Planview PPM Pro, so we can start to more easily record our external costs in the tool.""The agile functionality can be improved. The tool was definitely built around the waterfall PMBOK PRINCE2 methodology, and although there are great functions within the tool for agile, it is often compared to dedicated tools like LeanKit or Jira. At the moment, the only integration we would have is to Jira itself, not to another Planview product. I believe that's coming in 2022 at some point.""The reporting has room for improvement. I know it's all in the revamping all the time with it, but there are things that I know my PMOs don't like. For instance, they want a pie chart and I think it's a bug in the system. I've been working with somebody on it, but then she thought it was because they were trying to look at negative values, which a pie chart doesn't do, but little things like that quite haven't gotten to what we need as far as reporting, but I think it's on the roadmap.""The biggest things are the status notes and internal notes. They have made some great improvements these past couple of weeks, but they are still lacking a bit. There are still a little kludgy. It just needs to be a bit more straightforward with notes, copying and pasting. They've made huge improvements, but it still could do some work. E.g., for some reason, the formatting is still looking a little bit weird on selecting different fonts.""The resource management tab is clunky, inefficient, and slow. And from a portfolio manager perspective, it would be nice if there were an easier way to view enterprise-wide resourcing to manage my team more effectively.""PPM Pro requires a great deal of internet bandwidth because it's a cloud-based solution. This can present a problem if a team member is working in a remote area where they can't access high-speed internet or experience outages. They may face challenges logging in or updating tasks. If the internet connection is inadequate, it may not sync with the solution."

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Pricing and Cost Advice
  • "The licensing part is a bit costly in comparison with the other available PPM tools."
  • "We are on the Flex licenses."
  • "We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
  • "The cost of other pieces and integrating them in needs improvement."
  • "We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
  • "I don't think we have necessarily purchased everything that I would have liked to have seen."
  • "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."
  • More Planview Portfolios Pricing and Cost Advice →

  • "The cost was in line."
  • "$6 million has been the return on investment so far, and that was because of work intake. Now that we are scrutinizing the work intake and asking questions like, "Is there an alternative to your $10 million project?" We had one project come in for $10 million, scrutinize it through our gate review process, and wound up with the alternative, which was $3.8 million. So, a $6 million savings."
  • "We have their Flex plan."
  • "Because we have PPM Pro with Project place, we transitioned to the Flex model."
  • "A collaboration of all their tools truly gets the biggest bang for the buck."
  • "Bulk volume discounts are a little better. Right now we have to buy in lots of 20 at $200 a license. That's a little steep. For example, with Service Now, I pay $48 a seat for a license."
  • "Pricing was fair and I thought it was comparable to the other ones that we looked at. Other than ServiceNow, it was the most expensive, but we knew we were going to get a lot of value for that, so we went with it. We paid $40,000 for the implementation and for the workshops."
  • "The pricing for me is more about understanding your own needs in the company because it is one license for one person model. So, you have to really understand how many licenses you need and what may be the influx of your staff. The good thing about Daptiv is that we just need a quick telephone call to our customer success manager if we want to increase our licensing. It takes a day or two to do. So, we can upscale very quickly. We've never downscaled, but I'm guessing if we had to, we'd have to wait till the contract completes or renegotiate a different licensing cost. So, you definitely need to understand what different types of licenses provide from a functionality point of view, and then order 10% more than you need based on the influx of staff in the company. There are costs in addition to the standard licensing fees. We have the report functionality for which we pay separately for 10 hours per month."
  • More Planview PPM Pro Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM)… more »
    Top Answer:Planview Portfolios is not too expensive. You get what you paid for.
    Top Answer:Enhancements are needed in: Advanced reporting and analytics: While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data… more »
    Top Answer:The product's deployment is straightforward.
    Top Answer:Licensing costs are competitive enough. The price is reasonable given that the solution is geared towards large companies.
    Top Answer:The product feels like a toy. The tool needs to improve its roadmap. It needs to improve things on a project management level which includes communication as well.
    Ranking
    Views
    1,700
    Comparisons
    876
    Reviews
    3
    Average Words per Review
    547
    Rating
    8.0
    Views
    2,352
    Comparisons
    1,096
    Reviews
    5
    Average Words per Review
    724
    Rating
    7.4
    Comparisons
    Also Known As
    Planview Enterprise One, Troux
    Innotas
    Learn More
    Overview

    Planview Portfolios enables enterprises to accelerate strategic execution by integrating business and technology planning, optimizing all resources, and delivering breakthrough products, services, and customer experiences to achieve maximum business performance.

    Planview PPM Pro centralizes the management of resources and projects while facilitating governance and providing visibility for improved decision making. Planview PPM Pro provides the ability to collect, prioritize, and execute projects so that PMOs can focus their resources on the work that delivers the most value. 

    Planview PPM Pro helps businesses get out of managing projects in complex spreadsheets or tools so they can gain visibility into all work and resources. For informed decision making, use Planview PPM pro to streamline project efforts into a single source of truth. The solution gives businesses the ability to align their centralized project portfolio to achieve business outcomes through financials, projects, and resources. 

    Planview PPM Pro Features

    Planview PPM Pro has many valuable key features. Some of the most useful ones include:

    • Portfolio planning: Select the right projects that bring the most value to the business.
    • Reporting and dashboards: For better decisions, measure, manage, track, and report on all work. 
    • Manage demands and plan resource capacity: Evaluate and make trade-off decisions based on available resources. Manage work requests in one place.
    • Manage resources: Ensure resources are working on the most important projects and understand resource capacity to appropriately staff those projects.
    • Manage portfolios and financial planning: Manage tasks and resources, project schedules, and the financials to deliver on time and on budget.
    • Scoring: Gather scores from across the organization throughout the project lifecycle to prioritize the highest value work and requests.
    • Planview FLEX: Use Lean-Agile and collaborative tools to help teams deliver their best work.
    • Centralized portfolio: Get visibility into all work, streamlining projects into a single source of truth. This establishes governance and improves overall delivery.
    • Predictive portfolio analysis: Identify the optimal mix of projects to predict, plan, and re-plan a balanced portfolio of resources and projects. Optimize delivery, increase agility, and save time and money.
    • Top-down portfolio planning: Create as many portfolios as needed to drive business alignment. Organize projects in portfolios, or contribute varying amounts across multiple portfolios.

    Planview PPM Pro Benefits

    There are many benefits to implementing Planview PPM Pro. Some of the biggest advantages the solution offers include:

    • Ability to prioritize project portfolios with top-down planning.
    • Increased confidence in knowing what resources are working on what projects. You can proactively allocate resources and improve delivery across your entire project portfolio. 
    • Deliver on time and on budget to focus on your highest impact work. Align your projects with your goals.
    • Dashboards and reporting visibility give you power to accelerate PPM time-to-value for the business.
    • Ability to empower teams with FLEX because today’s enterprise is embracing a combination of work approaches to increase the success rate of strategic delivery.
    • Integrate your core applications seamlessly.

    Reviews from Real Users

    Planview PPM Pro stands out among its competitors for a number of reasons. Some of these include its exceptional customer service, its easy customization, and its real-time dashboards. PeerSpot users take note of the advantages of these features in their reviews:

    Jai A., IT Project Manager at Orange Business Services, notes, “For every project, we have to establish timelines, set deadlines, and estimate the completion date of a particular task. PPM Pro notifies us if we are approaching the deadlines, and we can customize this to give notice two or three days in advance.”

    Prateek A., a Manager at NISG, writes, “It helps you visualize all your strategic plans and the KPIs. It provides that information on a unified dashboard, in which you can track all your resources and the portfolios. It helps senior stakeholders and executives with clear reporting about project intake and demands, in real time."

    Sample Customers
    UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
    The Weather Channel, corcs, Crayola, Scan Health Plan, Vermont, Bank of the West, North West Company, University of Southern Mississippi, Jeffries, Purdue University, Chesterfield County Virginia, City of Memphis
    Top Industries
    REVIEWERS
    Insurance Company23%
    Financial Services Firm22%
    Pharma/Biotech Company8%
    Manufacturing Company8%
    VISITORS READING REVIEWS
    Financial Services Firm14%
    Manufacturing Company12%
    Computer Software Company10%
    Government7%
    REVIEWERS
    Financial Services Firm19%
    Manufacturing Company16%
    Government13%
    Healthcare Company13%
    VISITORS READING REVIEWS
    Financial Services Firm12%
    Computer Software Company12%
    Manufacturing Company10%
    Healthcare Company7%
    Company Size
    REVIEWERS
    Small Business5%
    Midsize Enterprise3%
    Large Enterprise92%
    VISITORS READING REVIEWS
    Small Business19%
    Midsize Enterprise12%
    Large Enterprise70%
    REVIEWERS
    Small Business11%
    Midsize Enterprise19%
    Large Enterprise69%
    VISITORS READING REVIEWS
    Small Business17%
    Midsize Enterprise12%
    Large Enterprise72%
    Buyer's Guide
    Planview PPM Pro vs. Planview Portfolios
    May 2024
    Find out what your peers are saying about Planview PPM Pro vs. Planview Portfolios and other solutions. Updated: May 2024.
    772,127 professionals have used our research since 2012.

    Planview Portfolios is ranked 8th in Project Portfolio Management with 63 reviews while Planview PPM Pro is ranked 7th in Project Portfolio Management with 34 reviews. Planview Portfolios is rated 8.0, while Planview PPM Pro is rated 7.8. The top reviewer of Planview Portfolios writes "Helps prioritize projects, share the big picture with management, and has a great planning capacity". On the other hand, the top reviewer of Planview PPM Pro writes "Attentive customer service". Planview Portfolios is most compared with Broadcom Clarity , LeanIX, SAP Portfolio and Project Management, Planview ProjectPlace and Planisware, whereas Planview PPM Pro is most compared with Planview AdaptiveWork, ServiceNow Strategic Portfolio Management, Planisware, Microsoft Project and Smartsheet. See our Planview PPM Pro vs. Planview Portfolios report.

    See our list of best Project Portfolio Management vendors and best Project Management Software vendors.

    We monitor all Project Portfolio Management reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.