We performed a comparison between Planview Portfolios and Trello 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 provided whatever feedback we had to the Planview team, and they went in and built those additional features that we requested. For example, they created a great way for our users to search for a specific resource, project, program, or role. We were not using some of the features, and we wanted them to not be visible, and they helped us with that. They also brought a feature to provide visibility into when a resource was never assigned to any task. There was no visibility to this before. This feature was really very good for visibility into the resource portfolio."
"It maps back to our SDLC process pretty well. I'm able to see the stage of where things are at. We also use Azure DevOps for all of our requirements and our coding."
"The solution is flexible. Planview is always introducing new releases and functionality, which ends up being beneficial to the company. We are able to do some customizations on our own along with our IT department, and that's very helpful."
"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."
"We can easily see which functions are overcapacity. Before, we did not have visibility into that."
"We have a fairly good picture of time tracking."
"It has helped improve governance, mostly. People want to know where their money's going. Projects sponsors need to know what we're spending money on and what our burn rate is. Planview can give that to you straightaway."
"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 product has a lot of integrations."
"I like Trello's speed. It is more user-friendly compared to Jira. Jira is technical, whereas the management can use Trello."
"Trello is not as complex as most of the other products are."
"You receive notifications if mentioned on a card."
"I like how user-friendly, visual, and intuitive it is. It doesn't take a lot of time to figure out how to make it work for you."
"The solution is very easy to use."
"I think task management, prioritization, rankings, and collaboration features are useful."
"The user interface is great. I find it very easy to create cards."
"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."
"There are some issues with how long it takes to load the data to Planview, It just depends on what your setup is. If there was a way Planview could maybe make the loading faster, in case you do have a lot of things going on with your setup."
"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 is not an end-user-friendly product, and that's really the biggest thing. The hardest or the biggest hurdle I've ever had to face was adoption. I did the installation of the HP product in 2011. The company used it from 2011 to 2015, and the adoption was very high. When I was given the Planview product, adoption was very low. It wasn't as extensively used. We actually had people who wanted to go back to HP PPM because the interface of Planview was so broken, and it still is to some degree. So, it is not user-friendly. It doesn't flow the way a project manager thinks. What we did with HP PPM was a lot more manual programming. It wasn't as nice in terms of the interface, and it wasn't as pretty, but you could design it and build it so that everything flows with the way you worked, but Planview doesn't quite do that. There are a lot of screens. You have to jump back and forth. There are so many different places you have to go to just to do some basic tasks. That's the biggest thing that has really hindered adoption."
"Its support to legacy paying customers is something PlanView is not handling well. We were unable to implement due to lack of professional support by PlanView. "
"We have required more time from our resource managers to spend time in the tool. The adoption has been slower than we would have hoped. So, I would think from a rollout perspective, if Planview could help us with material which gets non-Planview users or previously light Planview users to become more heavy users of the system, then this would help us with the rollout."
"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."
"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 could have a bit more customization, especially for organizations that may want to integrate it into their own systems."
"Unstructured data cannot be directly used; it needs to be structured first."
"Sometimes, I find it challenging to manage the checklists."
"It would be great if there was a tour for new users to explain how this solution works. Using this solution for the first time can feel complicated."
"Trello wasn't a tool that offered lightning-fast speed like users wanted it to be for them."
"Trello cannot be integrated with other tools like Jira and Google Workspace."
"The dashboards and flexibility to adjust the timeline view for each task are areas with shortcomings in the solution that need improvement."
"There aren't as many tracking tools."
Planview Portfolios is ranked 8th in Project Portfolio Management with 63 reviews while Trello is ranked 8th in Project Management Software with 37 reviews. Planview Portfolios is rated 8.0, while Trello is rated 8.4. 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 Trello writes "The solution is easy to set up, extremely stable, and is available on multiple devices". Planview Portfolios is most compared with Broadcom Clarity , Planview PPM Pro, LeanIX, SAP Portfolio and Project Management and Planview ProjectPlace, whereas Trello is most compared with Asana, Wrike, Jira, monday.com and Smartsheet. See our Planview Portfolios vs. Trello report.
See our list of best Project Portfolio Management vendors and best Project Management Software vendors.
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