We performed a comparison between Planview Portfolios and Zoho Projects based on real PeerSpot user reviews.
Find out in this report how the two Project Management Software solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI."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."
"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."
"Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool."
"I would say it works really well for forecasting remaining effort, especially in terms of forecasting the dollar amounts. We've gotten pretty good at adjusting rates because we have a lot of contract workers."
"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."
"The Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."
"The most valuable feature of this solution is the completeness of the standard, underlying metamodel."
"When it comes to managing project plans, Enterprise One is awesome at enabling us to see what stage work is at. I've always thought it was awesome because it's good whether we're doing a traditional WBS or we're linking in epics into projects that are supporting the programs and the strategies, I've always thought it was an excellent tool."
"The most valuable feature of Zoho Projects is all integrated into one. We don't have to start using multiple tools, such as Projects, CRM, Marketing, Automation, Finance, and setting up Meetings. It's all in one solution. I don't have to go to multiple different platforms to have all the features I need."
"It is a scalable solution."
"We can customize the tool."
"Zoho Projects is very flexible and user-friendly."
"While integrating a voice solution with Zoho Projects, the focus was on creating a unified interface for voice and customer engagement across various platforms like Facebook, social media, and emails. The primary goal was to seamlessly merge the two platforms into a single interface. To achieve this, we engaged in API integrations and worked on aspects such as initializing, authentication, and access control."
"We can integrate Zoho Projects with Zoho CRM."
"The product can be seamlessly integrated into our CRM."
"Timesheets and the ability to add attachments are very valuable features to us."
"When I started working with Planview, I didn't know anything about project or resource management. I had to learn everything: the admin side, then the user side of it. Probably, in the beginning, I would implement in the blueprint or workshops more demos. A live demo of how the system works because we would like a little deeper dive in how the application works for us to understand what we need to provide, what we are doing, what we will be doing. Because in the beginning, it was so overwhelming, and we didn't know anything about the tool."
"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."
"It could do with a quicker response time for some reports or portfolios."
"Recently, we have gotten on a newer version. We're currently on version 15. Some of the things that we've been running into roadblocks on, it looks like the solutions will be coming out in versions 17 or 18. So, we have to upgrade before somethings can get completed."
"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."
"When we first deployed, there were some issues. We never got to the root cause of why they happened. Since we didn't have any history with it, we weren't quite sure if this was a standard operating procedure or it truly was a glitch."
"The lack of templates harden the initial learning curve."
"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."
"Sometimes the solution does not work."
"Its template management feature could be easier to use."
"If given the opportunity, I would focus on improving automation within Zoho Projects. While attempting to integrate with other platforms, users often encounter errors. The integration capabilities of Zoho Projects could be enhanced. Currently, the integration options are categorized as either easy or customized, with the latter requiring deluge code, which might pose challenges due to its lesser-known usage."
"We'd like to have milestone features."
"The tool should add live chat, live call, and live meeting features where clients can communicate."
"The UI and UX must be improved."
"The solution’s interface should be improved."
"The telephone support provided by the support team should become better."
Planview Portfolios is ranked 8th in Project Portfolio Management with 63 reviews while Zoho Projects is ranked 14th in Project Management Software with 14 reviews. Planview Portfolios is rated 8.0, while Zoho Projects is rated 8.0. 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 Zoho Projects writes "A scalable solution with great features that enable efficient collaboration". Planview Portfolios is most compared with Broadcom Clarity , Planview PPM Pro, LeanIX, SAP Portfolio and Project Management and Planview ProjectPlace, whereas Zoho Projects is most compared with Trello and monday.com. See our Planview Portfolios vs. Zoho Projects report.
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