We performed a comparison between Planview Portfolios and RationalPlan based on real PeerSpot user reviews.
Find out what your peers are saying about monday.com, Broadcom, ServiceNow and others in Project Portfolio Management."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."
"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 most valuable feature for me is the ease and customizability of reporting."
"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."
"The most valuable feature of this solution is reporting."
"The portfolio and technology management are well built."
"We do a lot of big projects which are pretty expensive to structure the product development around and see the progress. Every time we start a project, we have to expense the spends for certain amounts. We need some baselines, like predictive versus actual."
"Its view into resource capacity and availability helps us to manage work. In reporting, we use this facility to help with resource capacity and availability. It also helps to see how much we are using. We derive that information from the work and resource management screen. That is very helpful."
"Support is top-notch whenever help is needed."
"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."
"Sometimes within the application, when you pull a report, it takes awhile performance-wise for the reports to pull up."
"Its reporting needs to be improved. My main complaint when it comes to Planview is that it is good to maintain all the data but to actually use the information that is in it, you actually have to use a different tool. We use Power BI. So, we pull all the information, and then we use a Power BI dashboard to stage or look at the information."
"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."
"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."
"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."
"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."
"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."
"We use the desktop version of RationalPlan, and It seems some desktop software has the ability to share a document as a web view. This would be a nice feature allowing us to share our plans with clients without needing additional software. This may be something that is offered in the RationalPlan cloud plan."
Planview Portfolios is ranked 8th in Project Portfolio Management with 63 reviews while RationalPlan is ranked 20th in Project Management Software with 1 review. Planview Portfolios is rated 8.0, while RationalPlan is rated 10.0. 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 RationalPlan writes "Easy to understand with fair pricing and lots of unique features". Planview Portfolios is most compared with Broadcom Clarity , Planview PPM Pro, LeanIX, SAP Portfolio and Project Management and Planview ProjectPlace, whereas RationalPlan is most compared with .
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