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."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 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."
"The biggest impact for using Planview currently would be to understand the true costs of projects. We are trying to get to a point where not only do we take into account technical costs, but what the business cost is. Trying to integrate our business right now into Planview is helping us identify the true cost of the investments that we make so we can try and understand their value."
"I like that it's an enterprise environment. I can look across everything that's going on and have a sense of what is going on within the organization."
"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."
"Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) systems, and collaboration platforms."
"The most valuable feature of this solution is reporting."
"Whenever we have issues, there is always someone ready to help us. Their people are knowledgeable and responsive. They get to tickets quickly. Just three or four weeks ago, we were having issues with getting data into Planview. We submitted a ticket and the turnaround was probably 45 minutes to get a response."
"Flexibility is the most valuable feature of the solution. We're able to do a lot of integrations with ConnectWise, which is another IT services tool that we use. So, we can integrate with that, and it's pretty flexible. We just went live a couple of weeks ago, but already we're able to bring visibility into our resource utilization and project status with clients."
"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."
"PPM Pro has enabled us to set up and run a project priority committee (PPC) within the organization. Without the PPM Pro tool, we wouldn't be able to have the project information, updates, and project listings in the pipeline to be able to run the meeting efficiently, give information prior to the meeting, and also run the meeting when we meet on either monthly or on a bi-monthly basis."
"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."
"Has good visibility."
"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."
"Time tracking, portfolio management reporting, and what-if analysis create visibility into project planning, resource capacity, and demand planning."
"The reporting and dashboards are the most valuable features. For most of what we're using it for almost all of it is pretty valuable to us."
"The biggest room for improvement are the scripted dialogues. The scripted dialogues are a logic that you set up to force a certain workflow or process to happen. It's very old in respect that there are no clauses that you can apply to that logic. That definitely can use a lot of room for improvement."
"Visualization and reporting areas could use improvements by having canned reports."
"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."
"I think some of the administrative aspects of it could be a little easier, especially when it comes to designing reports. The reporting coming out of it could be a little bit better."
"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."
"Our version is definitely set up a bit more waterfall world. It would be better if some of the agile features were more in the standard product."
"It would be great to see Planview incorporate agile interfacing/methods in it. Like CA Clarity and other leading PPM tools – Planview should enhance or develop the interfaces to ingrate with other market leading Agile tools."
"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."
"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."
"Integrating with other tools should be easier and more straightforward."
"This solution does not work well as a task management system because it is very difficult to expand beyond just the basic tasks, and this would be a worthwhile area for improvement."
"It takes more time than it should to create a new project because we can't bulk edit things very easily. That is definitely an area that has room for improvement."
"Connecting funding and strategic outcomes with work execution is a challenge right now for us. Part of what we are facing is we have a couple of drivers of where projects are coming from. One of them is our innovation group. They are just sort of tangentially using PPM Pro for recording the status of projects and not really planning them within there. We need a stronger link between our current financial reporting system and Planview PPM Pro, so we can start to more easily record our external costs in the tool."
"Reporting and dashboards need improvement. I know they're doing a major revamp of that. We're really looking forward to that because that's something that is really being requested by our customers to give them better visibility, reporting, and dashboards that are easier to understand."
"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 initial setup was a little complex. There is so much to customize. It'd be good to have some templates out-of-the-box."
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 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.
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