We performed a comparison between monday.com and Planview Portfolios 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."monday.com is very easy to use and very user-friendly. I can give non-technical people access to their respective boards and that enables them to focus on their objectives and their targeted items or customers... No other CRM is this user-friendly for non-technical end-users."
"The reminder function and tagging function work really well."
"The value is that monday.com provides us with an overall picture of how much work a teammate has."
"It is also easy for us to share a viewer account with our exco and they can see where we are with our work."
"I love that status updates move items from board to board."
"The most valuable feature of Monday.com is the ability we have to customize it to suit all of our needs."
"When you have a tool that anybody can use from all devices, it spares some time so that you could do and handle way more things."
"Guest access for the client significantly increases their loyalty and understanding of the value of what we do for them."
"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 most valuable feature of this solution is the completeness of the standard, underlying metamodel."
"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."
"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.""
"The solution view into resource capacity and availability helps us to manage work."
"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 features are scheduling, resource management, and, from a project perspective, the functions like issues that change orders. They are valuable because, from a project management perspective, we use the workflows that we build for project management and do active risk management and issue management for the projects that we want for our agencies."
"The mobile application of the solution can be improved by making it more user-friendly."
"I would like the web-based app to be able to switch between different accounts. The mobile app can switch between accounts pretty easily, but with the web-based app, you have to log out and log back in to do it."
"Perhaps a direct interface integration with social media channels would be ideal."
"The only thing that I would change, and I'm not sure if this is part of the settings that need to be fixed by the user itself, not by the admin, is that sometimes it would be convenient to make your own categories, and it makes it difficult to constantly go and talk to my boss to get them."
"A more personalized dashboard displaying each account's unfinished assignments would be helpful."
"monday.com is missing a few features but not many. For example, let's say you're working on a global project for a marketing campaign, and you have the video team working on it. Maybe the video team only wants a board that shows the packages that are related to them, but you cannot do that on monday.com. You can't have the same task in multiple projects."
"I have to use a ton of filters to get the exact data I want on an overview board."
"I do find the emails too frequent and notifications or inbox for things that aren't tagged for me inconvenient and occasionally confusing."
"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."
"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."
"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."
"The number one thing that needs improvement is the UI. It should be easy for a casual project manager. It should provide customizable screens that can be a choice for project managers to choose as a professional level, medium level, and a very easy level."
"The reporting capability and access to the fields for our system administrators to have access to the data without having to pay Enterprise One to get the data that's needed to create custom reports for management to create reports need improvement."
"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."
"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."
"The content management definitely needs to improve. We don't really use content management for projects inside Enterprise One. We have actually switched to a SharePoint site. We have a feed from Enterprise One every night of all the projects that are created."
monday.com is ranked 1st in Project Portfolio Management with 222 reviews while Planview Portfolios is ranked 8th in Project Portfolio Management with 63 reviews. monday.com is rated 9.4, while Planview Portfolios is rated 8.0. The top reviewer of monday.com writes "We can collaborate with our customers efficiently and professionally, and automation makes it easy for everyone". On the other hand, the top reviewer of Planview Portfolios writes "Helps prioritize projects, share the big picture with management, and has a great planning capacity". monday.com is most compared with Wrike, Asana, Microsoft Dynamics CRM, Zoho CRM and Microsoft Project, whereas Planview Portfolios is most compared with Broadcom Clarity , Planview PPM Pro, LeanIX, SAP Portfolio and Project Management and Planview ProjectPlace. See our Planview Portfolios vs. monday.com report.
See our list of best Project Portfolio Management vendors, 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.
