We performed a comparison between Planview Portfolios and Smartsheet 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."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."
"The data is the most valuable because the reporting that we provide out of Planview is priceless when compared to any other tool. The reporting has a variety of reports. It has the capabilities of Power BI. It gives us all these dashboards that we can show to our executive leadership, and they have been very well-received."
"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 financial planning capabilities are very useful. We have integration for an SAP system, and so we load financial data from SAP into Planview for prior months. And then we use the forecasting capabilities to get a complete picture of the cost of a specific project. The financial management is very useful."
"We're still in an early stage. Things will change as we use it more. I did program reports that are important and that will provide us with value."
"Its ability to create summary reports across multiple projects is one of the best features. They have very good data warehousing. You can put that out. You can tell that data warehousing from Planview Enterprise One is excellent."
"It maps back to our SDLC process pretty well. I'm able to see the stage of where things are at. We also use Azure DevOps for all of our requirements and our coding."
"The flexibility on offer is very helpful in meeting the organization's needs."
"Smartsheet does a really good job of creating Gantt charts. Export to Excel feature was also very useful."
"The most valuable feature of Smartsheet is its intuitiveness, ease of use, and overall simplicity."
"It is my favorite project management tool. The reason for that is that it is very flexible. It is much easier to use than Microsoft Project in terms of creating custom fields. It is very similar to Excel. So, people understand it, which makes it a little bit easier to use for most users."
"I like that Smartsheet integrates Excel with a cloud-based project management software."
"The solution is scalable."
"To me, one of the most powerful features of Smartsheet is being able to email others."
"The ability to build a quick dashboard and give management insight into the progress of the project itself is probably one of the most beneficial pieces."
"It operates as an enhanced and versatile version of Excel, offering a wide range of capabilities that allow you to accomplish various tasks and operations."
"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."
"The technical people are very competent, but there is so much turnover in the people that we talk to, and that's frustrating. They will say, "We can make this work." Suddenly, that guy has left, and we have no one. Then, we have to start all over."
"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. "
"Our challenge will be this tool is complex. It is not necessarily easy to start and learn from the beginning. How do you get people who are not professionals to adopt it, use it, and not be mean about it?"
"The UI needs improvement. The UI should have more possibilities for users who are not specialized in using Planview. At the moment, it is more of a technical UI. I would like it to be an open user UI."
"One big issue we have been having during our annual planning is that only the creator of a portfolio can edit it. This means that only the creator of a portfolio can edit which projects are included or excluded in it."
"The reporting is absolutely shocking. It's not good reporting and requires improvement."
"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."
"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."
"Areas for improvement in Smartsheet include better integration capabilities with other technologies through APIs and addressing limitations in reporting functionalities."
"Smartsheet needs to improve the user interface."
"They should improve the solution's integration with API."
"Asana has a modern look and feel, particularly its agile project management interface featuring movable cards between columns."
"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."
"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."
"They provide a limited number of sheets which is not enough."
Planview Portfolios is ranked 8th in Project Portfolio Management with 63 reviews while Smartsheet is ranked 4th in Project Portfolio Management with 34 reviews. Planview Portfolios is rated 8.0, while Smartsheet is rated 8.2. 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 Smartsheet writes "Has customization, data pulling, and cross-functional global communication features; it's a secure solution". Planview Portfolios is most compared with Broadcom Clarity , Planview PPM Pro, LeanIX, SAP Portfolio and Project Management and Planview ProjectPlace, whereas Smartsheet is most compared with Microsoft Project, ServiceNow Strategic Portfolio Management, Spreadsheet.com, Adobe Workfront and Planisware. See our Planview Portfolios vs. Smartsheet report.
See our list of best Project Portfolio Management vendors and best Project Management Software vendors.
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