Planview PPM Pro vs Planview Portfolios comparison

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1,774 views|913 comparisons
90% willing to recommend
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2,461 views|1,148 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: March 2024).
768,886 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
"Another good thing is that we can create custom reports, which is great. If I created a custom report, a tile that tells me how many people have logged in today. We currently have a little under 2000 users, and that's only users, we actually have integrations, that we created a custom form that sends hours directly to Planview. They're not using Planview directly, but they're sending their hours to Planview through an API.""It has been effective for our delivery. It's given us much better visibility into what is being delivered and when.""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.""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 biggest impact has been the visibility into our IT assets.""The most valuable features are the control and visibility that you have for portfolio management in terms of projects and capacity planning for resources along with strategies and outcomes, etc. It's so easy to access information for sharing analytics and reporting.""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."""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."

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"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.""PPM Pro has improved my organization through standardization. The big thing for us is that we came from a very immature state of play. Everyone had their own risk and issue management capabilities and their own different impacts for risks. We've been able to standardize that within the program delivery arena. That for us has been a major thing. We're all speaking the same language about the same things and using the same metrics in order to capture statuses.""The solution is great for viewing projects and timelines.""The timesheet & staffing management function gives us clarity in terms of how capacity planning has to happen and how much actual effort is going into the programs. The risk and project status information gets captured in the project gives more clarity for stakeholders to understand how the programs are running. We have only explored a portion of the application features so far.""It is certainly the resource management feature that is most valuable for us. It is the supply and demand. Like most companies, one of the hardest nuts to crack is understanding where your people are and getting them to do the right thing at the right time. So, certainly, out of all the functionality, this has been the saving grace for us because it now provides us with the insight to do future planning and stop taking on more work than we are physically capable of doing as a company.""PPM Pro absolutely enables us to create reusable project templates that reflect our project management lifecycle. We had a good customer session on this, where a team utilizes portfolio management and project management of the tool very intensively. We follow all of the templates but having said that, we have so many divisions and we have so many users and project managers utilizing the tools. They have a different bunch of templates. We're not just following one or two templates. We have a number of templates that the teams are using.""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.""I liked the dashboards because I need to report out on tasks completed in the last two weeks, tasks scheduled for the next two weeks, what the risks and health are. What I've been able to do is create reports based on that and then put those reports into a dashboard. The old reporting was clunky, but the beta reports got better. But then I couldn't add the beta reports to the dashboards so now they released the new beta dashboards and it works great. It does everything I need to do."

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Cons
"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.""There are some issues with how long it takes to load the data to Planview, It just depends on what your setup is. If there was a way Planview could maybe make the loading faster, in case you do have a lot of things going on with your setup.""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?""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.""Support is still a challenge. We find it challenging more due to the responsiveness and getting a case or ticket assigned to an analyst. That's what I was just doing. I was following up on an email that we opened last week. We haven't heard anything, so following up on that.""When you think of planning at a PI level, roadmap planning, or release planning, I think they should make a little more headway into how agile delivery works, tying it back into the financials and the planning to Planview. I think it would be good.""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 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."

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"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.""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.""I would like to see integration with third-party applications, like the JIRA, Microsoft Project, and financial applications.""Entering day-to-day tasks is a tedious process.""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.""Based on my experience, the financial management screens have gone a long way, but I think there's still some room for improvement in terms of how you model them and the different version controls.""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.""Reporting and dashboards need improvement. They've got the new beta coming out now and I've been playing around with that in our sandbox environment."

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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
    1,774
    Comparisons
    913
    Reviews
    4
    Average Words per Review
    909
    Rating
    8.3
    Views
    2,461
    Comparisons
    1,148
    Reviews
    6
    Average Words per Review
    851
    Rating
    7.8
    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 Firm13%
    Manufacturing Company12%
    Computer Software Company10%
    Healthcare Company7%
    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
    March 2024
    Find out what your peers are saying about Planview PPM Pro vs. Planview Portfolios and other solutions. Updated: March 2024.
    768,886 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 5th 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, Planview ProjectPlace, SAP Portfolio and Project Management 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.