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 most valuable features are the resource management, the time sheet entry and usage, and the financial planning. With our projects, we primarily focus on resource assignments, as far as determining the actual forecast and actuals of our projects. A lot of it is based off of the resources utilized on those projects. The time based helps us capture the actuals. The amount of time people are spending on working on their project tasks. Because they've built this into the schedule, so we can build the forecast. With financial planning, we're able to look back on what our variance is and if there is anything between the scheduled forecasted hours, dollars against the actual hours, and the costs that they utilize."
"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."
"The integration stuff from tool to tool, like Projectplace to Planview, to manage projects is the most valuable feature. It keeps all our tasks up-to-date. It closely follows up with everything, which is really cool."
"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."
"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."
"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."
"When it comes to managing project plans, Enterprise One is awesome at enabling us to see what stage work is at. I've always thought it was awesome because it's good whether we're doing a traditional WBS or we're linking in epics into projects that are supporting the programs and the strategies, I've always thought it was an excellent tool."
"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."
"Enables coordination and sharing of information that is relatively inexpensive."
"The most valuable feature of Smartsheet is it can be highly customized."
"The solution is straightforward. Whenever a requirement arises, we create three things in Smartsheet: a project plan, a dashboard, and internal documents. It is done through the form and Smartsheet's automation services. This process shortens the time to market from seven days to less than 12 hours."
"The solution is scalable."
"The dashboard and the layouts are quite good."
"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."
"For doing project plans what was really valuable is the ability to do a predecessor."
"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."
"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."
"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. "
"The technical support is a little overworked. At least, they have been in the past year. We need them to focus on somethings from time to time. You can tell that they're really focusing on many things. It has gotten better, but I think they could still use some relief."
"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."
"The solution needs to be better at accepting new ideas for upcoming releases."
"Its ability to create summary reports across multiple projects is very limited. In terms of the out-of-the-box reporting for summary reports, the reporting that we typically leverage is around forecasting for resources, timesheets, and actuals, and just looking at what is the capacity. There is no real summary of what work is being done and how work is being accomplished. So, what we typically do is that we get a copy of the data files from Enterprise One daily, and then we have a team that manages the data mod outside of Enterprise One. They use data from Enterprise One as well as other additional sources to provide the reporting that we share with the management. So, we leverage a lot of Enterprise One data for reporting, but we don't use the reporting capabilities within Enterprise One. So, reporting can be improved, and they could help us make more customized reporting. I know it is very configurable out of the box, but we have to leverage an outside data mod that pulls in a lot of data from Enterprise One. So, the reporting function, and being able to customize reports, is the area that could be very beneficial."
"I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting."
"Smartsheet could be improved to be a ticketing system. It would be nice to have a system to do everything."
"Lacks the ability to edit attachments within the solution."
"They provide a limited number of sheets which is not enough."
"There are some pain points for me. Other people use it a little differently, but I would like to be able to do a little more with it. I would like database functionality with it wherein if I bring in several Excel spreadsheets of data and load them into Smartsheets, I should be able to make a correlation between an index field and run a report against those two. I can do it, but it's a little clunky. So, I need a little more experience to feel comfortable doing that."
"We have to manually put in every dependency in Smartsheet."
"It already has a really powerful Export to Excel feature, but it can have an Excel add-on. The way to set up single sign-on wasn't too easy in the beginning, and it was hard to get hold of customer service. They should make it easier to set up SSO. Smartsheet's customer service also definitely needs to be improved."
"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."
"It would be beneficial to enhance user-friendliness and make it less complex while maintaining its overall excellence as a product."
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, Planview ProjectPlace and SAP Portfolio and Project Management, 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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