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).
770,141 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 biggest impact has been the visibility into our IT assets.""The flexibility on offer is very helpful in meeting the organization's needs.""We have a fairly good picture of time tracking.""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.""The overall interface is very easy to use. It puts together strategy and execution across all your investments.""We use expenditures quite a bit. We put in forecast expenditures and then we actualize them below the line in the little box in the bottom tray. Being able to track the project with relevant milestones is also valuable. Milestones are valuable because it helps us to keep the project on track. The expenditures are valuable because we need to be able to understand expenses that are beyond the regular resources in the projects.""It has been effective for our delivery. It's given us much better visibility into what is being delivered and when.""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.""

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"You can easily align strategic management and the portfolios within your organization. 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.""The status reporting is the most valuable feature as it's easy to use; it's simple for project managers to enter their information, and the reporting features are very flexible.""The solution is great for viewing projects and timelines.""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.""In my current company, it provides a quicker ramp up to understand what it can do for people by taking away all their barriers to entry: time, managing resources, and linking projects.""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.""Just about everything about the solution is valuable. I can't pinpoint one specific thing. The tool has helped us mature as an agency, has taught us to collect better data and the benefits of having good data.""Has good visibility."

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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.""Their off-shore support is something new that they're laying out and the team just needed some development in terms of skill and experience.""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.""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.""The financial piece of the tool could be better. While it may have to do with the complexity of the work that we do, it seems that the tool should be able to drill down a bit deeper into the financial area.""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.""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.""Visualization and reporting areas could use improvements by having canned reports."

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"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.""Training documentation improvement is required because there are some high-level words in that material, terms that a non-technical person is unable to understand.""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.""I would like to schedule reports. I would like to be able to schedule a report and every Monday it sends that report to these people. That circumvents having to give them a license. It's just a way of saying "Okay, this is what's going on this week," and it just happens. I don't have to worry about it.""One thing in particular I'd suggest is that we used the fast track service to implement PPM Pro. While it had a lot of value to it, people may be expecting a different experience. An experience where maybe an entourage of consultants come onsite to help you do the implementation, as opposed to working over the phone with just one resource. This might be an option to offer later down the road where there are complex implementations.""The initial setup was a little complex. There is so much to customize. It'd be good to have some templates out-of-the-box.""The downside to the way the solution tracks time is if your project manager doesn't add you to the project, you won't see it on your timesheet, even if you did do work.""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."

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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."
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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 Firm18%
    Manufacturing Company15%
    Government12%
    Healthcare Company12%
    VISITORS READING REVIEWS
    Computer Software Company12%
    Financial Services Firm12%
    Manufacturing Company10%
    Healthcare Company7%
    Company Size
    REVIEWERS
    Small Business5%
    Midsize Enterprise3%
    Large Enterprise92%
    VISITORS READING REVIEWS
    Small Business18%
    Midsize Enterprise12%
    Large Enterprise70%
    REVIEWERS
    Small Business11%
    Midsize Enterprise19%
    Large Enterprise69%
    VISITORS READING REVIEWS
    Small Business17%
    Midsize Enterprise12%
    Large Enterprise71%
    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.
    770,141 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 monday.com. 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.