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."The integration stuff from tool to tool, like Projectplace to Planview, to manage projects is the most valuable feature. It keeps all our tasks up-to-date. It closely follows up with everything, which is really cool."
"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 Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."
"The solution’s integrated product portfolio has transformed our organization’s delivery because people are a lot more accountable. When you have no accountability, then people don't always deliver the way that you want them to. Once you get accountability, they know that somebody is watching and the way that they manage their work changes quite a bit."
"The most valuable features are scheduling, resource management, and, from a project perspective, the functions like issues that change orders. They are valuable because, from a project management perspective, we use the workflows that we build for project management and do active risk management and issue management for the projects that we want for our agencies."
"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."
"We've brought our portfolio altogether. We have had multiple ways of reporting out what our portfolio is, whether it's in Excel, Word, or in different places. We brought all of our projects together in one place. That has worked out well for us. We've been able to manage the work on Gantt charts and our resources better. The big thing for us on research and development is around managing people's time, on which projects they are working on, and how much effort does it take to launch our projects."
"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."
"Support is top-notch whenever help is needed."
"The out-of-the-box reports, as far as I can tell, are weak. We've had to build a lot of reports using Power BI, which we connected to it."
"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."
"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."
"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."
"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."
"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."
"The only area that I can see currently needing improvement is just the modernization of the look and feel of 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 .
See our list of best Project Portfolio Management vendors and best Project Management Software vendors.
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