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."We're still in an early stage. Things will change as we use it more. I did program reports that are important and that will provide us with value."
"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."
"We can easily see which functions are overcapacity. Before, we did not have visibility into that."
"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 flexibility on offer is very helpful in meeting the organization's needs."
"It gives us the vast ability to churn out-of-the-box reports and have an overview about approach rates and resource utilization."
"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."
"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."
"The solution has subtasks and a rollup."
"Smartsheet does a really good job of creating Gantt charts. Export to Excel feature was also very useful."
"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."
"We like Smartsheet's workflows, automation, and low-code capabilities. I don't know of any other project management tool with low-code functionality designed for project managers."
"It's very user friendly."
"It is a stable and scalable solution."
"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."
"Enables coordination and sharing of information that is relatively inexpensive."
"We are not very happy with the customer service. This is one of our main pain points. It doesn't cover the entirety of customer service, as there are reps who are really great and we've had good experiences. Many times, we've had people give us attitude, there was a delay in the response, or just a lack of interest. This got to the point where if there was a problem, we would rather try to solve it ourselves then call customer support."
"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."
"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."
"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 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."
"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."
"It is a bit of a rigid system."
"Visualization and reporting areas could use improvements by having canned reports."
"They provide a limited number of sheets which is not enough."
"The system can become more challenging to use in more complex scenarios, requiring additional add-ons that can be quite costly."
"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."
"You were forced to create a new tab rather than add another sheet."
"With a large quantity of data, the solution lags a bit."
"Maybe the solution could be a little bit more flexible."
"The downside of Smartsheet is that there are some security concerns. We were able to restrict people from sharing sheets with anyone who was not in our domain, but it could be easier. We also found it hard to restrict certain user groups from adding attachments to sheets."
"I would like if Smartsheet allowed more formulas in its sheets. I don't think working with formulas is as intuitive as it is in Excel. I use Vlookups and index matches in some of my sheets, and I had to find an outside consultant to help me build out those formulas."
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 monday.com. 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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