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 Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."
"We use time reporting. We convert time reporting into financial costs and do contractor and capacity planning for our resources. We track our work. So, that's the module we use extensively. As a matter of fact, we have upwards of 300 open projects at this given moment. It is pretty close to 300 open activities that are working."
"It has been effective for our delivery. It's given us much better visibility into what is being delivered and when."
"Enterprise One provides a variety of types of resource assignments for assigning work to people. It's very easy and straightforward to configure these assignments. Planview allows us to see the entire workforce. We can see where our skill sets of people are, what they're working on, and allows us to make informed business decisions based on priority."
"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."
"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."
"With the lifecycles, it helps us step through our processes easier. We'll take a process and create it in Visio, then we'll go and implemented in Planview. Anytime that we have to do a new process, this is what we use. We just step it through the lifecycles and the configure screens are very easy to use. The fields that you need are easy to use."
"I would say it works really well for forecasting remaining effort, especially in terms of forecasting the dollar amounts. We've gotten pretty good at adjusting rates because we have a lot of contract workers."
"The tool creates shareable dashboards. These dashboards allow us to display project deliverables' status, their position in the queue, expected delivery timelines, and more. The best part is that these dashboards can be shared with our clients without a license."
"The solution is scalable."
"Smartsheet does a really good job of creating Gantt charts. Export to Excel feature was also very useful."
"The product is easy to use."
"It is a stable and scalable solution."
"As I am in the corporate legal department, I have to deal with a number of contracts and sometimes it's hard to keep up with email transactions. Having the tracker sheet and being able to build dashboards and workflow has been quite valuable."
"Smartsheet is easy to use."
"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 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."
"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."
"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."
"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."
"I would like a bit more flexibility, as far as the configuration, and have additional capabilities to configure, making it more flexible for our use."
"When I started working with Planview, I didn't know anything about project or resource management. I had to learn everything: the admin side, then the user side of it. Probably, in the beginning, I would implement in the blueprint or workshops more demos. A live demo of how the system works because we would like a little deeper dive in how the application works for us to understand what we need to provide, what we are doing, what we will be doing. Because in the beginning, it was so overwhelming, and we didn't know anything about the tool."
"The administrative tabs are very confusing, especially in terms of configuring screens and users. It's not very intuitive versus many other applications that I have worked in the past. I have to go to separate sections than I think I have to in order to get to the place that I need to adjust something."
"When we first deployed, there were some issues. We never got to the root cause of why they happened. Since we didn't have any history with it, we weren't quite sure if this was a standard operating procedure or it truly was a glitch."
"We have to manually put in every dependency in Smartsheet."
"I'd like to see them add more features to their automation."
"The main challenge with Smartsheet is that when you start putting components on the Smartsheet dashboard, they don't know about each other. So, if I filter something in one widget, or if I click on a region or a project ID, the other widget or component and the visualization that's on that dashboard don't change. It doesn't know about the other component."
"The dashboard is not user-friendly, it needs improvement."
"Smartsheet needs to improve the user interface."
"A room for improvement I found in Smartsheet is the view, as it's currently row-wise. I should have the opportunity to view a full scale, top down list instead of just a column driven list. I shouldn't have to go just left or right. I should be able to view it top down."
"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."
"Maybe the solution could be a little bit more flexible."
Planview Portfolios is ranked 8th in Project Portfolio Management with 63 reviews while Smartsheet is ranked 4th in Project Portfolio Management with 33 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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