monday.com vs. Planview Portfolios

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
monday.com
Score 8.6 out of 10
Mid-Size Companies (51-1,000 employees)
monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
$12
per month per user
Planview Portfolios
Score 8.1 out of 10
N/A
Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.N/A
Pricing
monday.comPlanview Portfolios
Editions & Modules
Basic
$12
per month per user
Standard
$14
per month per user
Pro
$24
per month per user
Enterprise
Contact Sales
Contact us
No answers on this topic
Offerings
Pricing Offerings
monday.comPlanview Portfolios
Free Trial
YesNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsYearly plan: Save 18% Monthly plan also available
More Pricing Information
Community Pulse
monday.comPlanview Portfolios
Features
monday.comPlanview Portfolios
Project Management
Comparison of Project Management features of Product A and Product B
monday.com
8.9
Ratings
15% above category average
Planview Portfolios
-
Ratings
Task Management9.50 Ratings00 Ratings
Resource Management9.30 Ratings00 Ratings
Gantt Charts8.40 Ratings00 Ratings
Scheduling8.60 Ratings00 Ratings
Workflow Automation9.60 Ratings00 Ratings
Team Collaboration9.40 Ratings00 Ratings
Support for Agile Methodology8.70 Ratings00 Ratings
Support for Waterfall Methodology7.00 Ratings00 Ratings
Document Management8.40 Ratings00 Ratings
Email integration9.30 Ratings00 Ratings
Mobile Access8.60 Ratings00 Ratings
Timesheet Tracking9.00 Ratings00 Ratings
Change request and Case Management9.60 Ratings00 Ratings
Budget and Expense Management9.10 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
monday.com
9.8
Ratings
26% above category average
Planview Portfolios
-
Ratings
Quotes/estimates9.80 Ratings00 Ratings
Project & financial reporting9.80 Ratings00 Ratings
Integration with accounting software9.70 Ratings00 Ratings
User Ratings
monday.comPlanview Portfolios
Likelihood to Recommend
9.0
(0 ratings)
8.8
(0 ratings)
Likelihood to Renew
9.0
(0 ratings)
8.3
(0 ratings)
Usability
8.7
(0 ratings)
6.7
(0 ratings)
Availability
8.2
(0 ratings)
8.3
(0 ratings)
Performance
8.6
(0 ratings)
6.7
(0 ratings)
Support Rating
9.4
(0 ratings)
7.5
(0 ratings)
In-Person Training
9.1
(0 ratings)
6.4
(0 ratings)
Online Training
9.1
(0 ratings)
6.4
(0 ratings)
Implementation Rating
9.1
(0 ratings)
9.1
(0 ratings)
Configurability
8.2
(0 ratings)
7.9
(0 ratings)
Ease of integration
9.0
(0 ratings)
3.6
(0 ratings)
Product Scalability
6.9
(0 ratings)
8.3
(0 ratings)
Vendor post-sale
9.0
(0 ratings)
7.2
(0 ratings)
Vendor pre-sale
9.0
(0 ratings)
5.5
(0 ratings)
User Testimonials
monday.comPlanview Portfolios
Likelihood to Recommend
Here, I will suggest that it is best to create employees, clients, or project reports. Easy to track with the dashboards. I did many integrations and developments. I can not list each of them here. I will say the best tool for management. I couldn't see criteria of unsuitable. But yes It will depend on the client's requirements. I will suggest it as very user-friendly tool for CEOs, CTOs, Managers, and company owners also for team.
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Planview Portfolios is well suited to provide a single, central, view of the truth. There is clear expansion capabilities to integrate it as a true Enterprise toolset with existing organisation wide (not just delivery) - you can pick and choose what you need to implement and that list gets longer. The ability to quickly gain an understanding of resources within the overall portfolio and some really clever tools regarding capacity and demand modelling. I think the only challenge we have encountered is modelling our Business as Usual activity to a level of detail - this is due to other tools being very embedded not just in the organisation but across a lot of industries.
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Pros
  • Set stages for each task and assign people to those stages to move projects along
  • Set up automated tasks to get assigned to people and to send out notifications to Slack as well as emails to contractors to work on a project
  • Create multiple boards for projects and the ability to review tasks by date to make sure no project slips through the cracks
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  • Out of the box analytics. Canned, but modestly configurable reports that provide quick insights to project and resource performance.
  • Flexible configuration enables resource management at a macro or micro level.
  • Modeling (what-if). I can create projects, load with resources and quickly stack it against our existing portfolios to identify conflicts and optimize scheduling.
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Cons
  • Ensuring I have set up a Private board vs public board is not clear - it would be useful to have an additional alert when creating a board as I work with sensitive information. It will eventually be used in a team based environment but while I test the boards, they needs to be private.
  • Time tracking is clumsy, could be easier to record
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  • Capturing lower-level detailed expenditures within a project so that financial screens can show the details of the roll-up.
  • Reporting flexibility so that end users can create their own quick ad hoc reports for analysis.
  • Capturing matrixed skills on resources to ensure staffing is adequate and better align demand to supply.
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Likelihood to Renew
Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
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Portfolios are useful enterprise solutions for new and old use cases. They have robust reporting capabilities and many opportunities to customize the functions without additional costs. Although some desired features are still in development, and the reporting infrastructure has some issues, Portfolios continue to offer more capabilities than we can take advantage of at any time.
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Usability
It's straightforward to use and simple to understand. They have tutorials on different elements of the system that you can learn. The workflow there is very intuitive, drag and drop, which doesn't require a learning curve for most people. Templates that also make things more accessible can be found.
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Perfect tool for planning resource time management. Giving flexibility with ease in uptodate . Team collabration . Team aligment. Top management aligment. Close the project with feed back . Team aligment. Expert contribution in task . Task management easy for project manager . Nice tool to have for project manager. Cost contol & project management is very easy with Planview
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Reliability and Availability
There have only been 2 instances in the past year where monday.com was down.
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We are long time Planview users and its availability is only limited to our internal SLAs for nightly backups. I have never experienced any unexpected or prolonged software downtime from Planview itself.
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Performance
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
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There are occasions when the system is a bit sluggish. However, it may not always be on the Planview side. We are investing in better tools to monitor our network performance, which will help us diagnose issues more effectively in the future.
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Support Rating
monday.com only really care about accounts that have 20 seats or more. While this is great for monday.com, it pushes smaller organisations to evaluate alternatives. We rate monday.com highly in our organisation because key staff have already got good experience with the application and we know we will get to 20+ seats one day. But, till then the billing model and lack of permanent enterprise features is a dread.
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Consultants are knowledgeable and friendly; it is easy to build relationships with the support people you work with and they learn how best to help you. The vendor is continuously looking for honest feedback about their tool and they use that information to design their product roadmaps
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Online Training
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
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Generally good. Sometimes, users are a bit overwhelmed, and it takes multiple sessions for them to get the hang of it.
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Implementation Rating
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
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Always have a pre-implementation meeting or conference call with Planview to ensure all are on the same page, disclosure of all and any customization (including reports) and plan for support after implementation of a specified amount of time with the assigned implementation resource. And document everything
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Alternatives Considered
We decided to go with monday.com because they offered a free tier for nonprofits and because they are easier to use and offered additional features that we could not find on the other choices. Hands down, there was no better choice for us than monday.com.
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We are currently using Planview AgilePlace. Also we use Tasktop Hub for integrating with other applications within the organization. We would like to use ProjectPlace which is integrated with Planview Portfolios in the future.
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Scalability
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
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We are constantly growing and expanding. It is challenging to accommodate different user needs, but the system does provide means of doing that as we desire.
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Return on Investment
  • By using monday.com as an enablement tool for templated onboarding plans, we have been able to begin calculating the number of manager hours saved through our work (not defined yet).
  • monday.com's reporting tools also allow us to more easily report on the productivity and output of our team since we keep up with all projects and subitems in monday.com.
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  • The positive impact is the ability to manage our projects enterprise wide.
  • Managing and reporting on projects and programs via portfolios makes it easy to identify troubled projects/programs that need immediate attention.
  • The negative is that pushing too much change too quickly is hard for us. We need to get our users focused on the basics of PM before we can adopt everything else. We need to introduce change to different companies based on their maturity level. Too much change too quickly is not always beneficial. We need to focus on core competencies.
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ScreenShots

monday.com Screenshots

Screenshot of Work OSScreenshot of Ready-Made TemplatesScreenshot of MobileScreenshot of Visual BoardsScreenshot of Real-time NotificationsScreenshot of Automations

Planview Portfolios Screenshots

Screenshot of END to END VISIBILITY: Planview offers complete visibility across all strategic endeavors, the status, spend, and progress. This gives organizations a connected view of how all initiatives are tracking without having to manage disparate teams and tools.Screenshot of SCENARIO ANALYSIS: Unlike strategic portfolio management solutions that only allow users to create different plans and manually compare them, Planview users can compare plans, analyze investment trade-offs, and prioritize investments across different types of portfolios to ensure delivery of the best outcomes. This helps users to ensure the organization's capacity and investments are aligned to the highest priority initiatives.Screenshot of PERSONALIZED USER EXPERIENCE: Planview can create unique, real-time views based on a job and the status, progress, and other data-oriented use cases. As a result, it can pinpoint where to focus, issues to address, and risks to mitigate in a single view.Screenshot of DYNAMIC PLANNING AND FUNDING: Unlike applications that do not allow for the reprioritization of in-flight initiatives, with Planview you can pivot plans and key priorities at any time, and continue planning as needed based on your organizational strategies and goals. As a result, you get a portfolio mix of investments, initiatives, products, and projects that meet stakeholder and customer expectations.Screenshot of GENERATIVE AI ASSISTANT: Unlike other AI Copilots, Planview Copilot taps into decades of Planview knowledge and learnings from thousands of Planview customers to glean insights, derive recommendations based on best practices, and inform strategic decisions. It connects data across project and product initiatives to help you understand insights from all parts of your organization – and it does this using a natural language interface. As a result, you can surface previously hidden insights, identify delivery risks, and act in seconds.