Planview Portfolios vs. Planview PPM Pro

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Planview PPM Pro
Score 9.0 out of 10
Enterprise companies (1,001+ employees)
Planview PPM Pro™ centralizes the management of projects and resources, facilitating governance, and providing visibility for improved decision making. Whether users are just getting started or advancing PMO to the next level, Planview PPM Pro is designed to provide the ability to collect, prioritize, and execute projects, enabling PMOs to focus resources on the work that delivers the most value.N/A
Pricing
Planview PortfoliosPlanview PPM Pro
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Planview PortfoliosPlanview PPM Pro
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional DetailsPPM Pro offers flexible pricing based on user types.
More Pricing Information
Community Pulse
Planview PortfoliosPlanview PPM Pro
Considered Both Products
Planview Portfolios
Chose Planview Portfolios
Workfront is better for operational work, but it lacks the automation that Planview has.
Chose Planview Portfolios
The functionality is there, but the Workfront UI is much more progressive and User Friendly.
Chose Planview Portfolios
It connects strategy back to delivery. it can handle multiple delivery methodologies
Chose Planview Portfolios
Jira, serves a different purpose hence, has a lot of additional features.
Chose Planview Portfolios
Planview and Microsoft Project have many similar features. However, the direct contact with the Planview team for questions, tech support, and training is unprecedented and appreciated.
Microsoft Project:
-Weaknesses: Limited to single project management, lacks risk and time …
Chose Planview Portfolios
We use Planview Portfolios for 10+ years. Therefore, we do not have experience with other products.
Chose Planview Portfolios
Planview Portfolios is the market leader in the area, the flexibility of the product and the continuous investment by Planview makes Planview Portfolios currently the best in the market. The support organisation for implementation and run of Planview Portfolios rounds off the …
Chose Planview Portfolios
I was not with my organization at the time.
Chose Planview Portfolios
We are just in the process of deploying AgilePlace and will connect with Portfolios Smartsheet, which does have the functionality we need. We are just starting to use AgilePlace. We have a business group doing a proof of concept.
Chose Planview Portfolios
Planview has been growing continuously in the last decade or so, and its acquisitions of some big players in the market have imparted much-needed confidence in the tool. The ability to integrate Planview using APIs, Snap Logic, or Planview's own tool, 'Hub,' makes it stand out …
Chose Planview Portfolios
Planview Portfolios has an easier interface for users and executives. Ease of use was key for us.
Chose Planview Portfolios
We are currently in the process of evaluating but so far Planview seems to fit our needs the best. Portfolios was selected prior to me joining the team.
Chose Planview Portfolios
Planview Portfolios product capabilities positions it well, as a leader in the industry
Chose Planview Portfolios
Planview has much more potential in terms of it's products and capabilities. It can integrate more easily with many more of our other products and software. Planview reporting is much more intuitive.
Chose Planview Portfolios
n/a, the evaluation that I did was 4+ years ago. So much has changed since that time.
Chose Planview Portfolios
Planview Portfolios has an extremely robust data structure that supports many different use cases. Its customizability, large suite of features, and great customer service makes it a fantastic and scalable solution for many different businesses and business process …
Chose Planview Portfolios
When we first started using Planview it was not as user (PM) friendly as MS Project but has improved significantly over the years
Chose Planview Portfolios
I think Planview Portfolios is having very user friendly UI and easily navigate to different modules and proper naming conventions
Chose Planview Portfolios
In our organization we selected Planview Portfolios for the capabilities it offered.
Chose Planview Portfolios
Currently use both Planview Portfolios (larger customer scale) and ProjectPlace (minimal customer scale) both provide services we need.
Chose Planview Portfolios
used clarity. similar challenges
Chose Planview Portfolios
Clarity is significantly more configurable and more intuitive. When implementing Clarity, you do have to be careful not to configure too much- if you do, the canned reports will not work.

I was not on the team that selected Planview Portfolios.
Planview PPM Pro
Chose Planview PPM Pro
PPM Pro is more robust than Trello or other Kanban-type software and more configurable than MS Project. However, it needs to work on making schedules from P6 and MS Project easier to import.
Chose Planview PPM Pro
PPM Pro provides and enterprise view and robust features that not all the other products have.
Chose Planview PPM Pro
Other tools are much more powerful and robust in reporting but at a significantly higher price point. PPM Pro delivers a lot of bang for your buck.
Chose Planview PPM Pro
Microsoft Project does not integrate the data or provide meaningful dashboards. We needed a tool that could manage a portfolio of projects versus just a single project view. In addition we needed a tool to track financials and internal effort all integrated into one product. …
Chose Planview PPM Pro
We have only used PPM PRO since we started Portfolio Management with Wake County back in 2015. The tool has served us well over the years and grown with us as we have expanded our strategic efforts. We recently implemented ProjectPlace and interfaced with PPM PRO to enhance …
Chose Planview PPM Pro
PPM Pro is easier to setup and create customer value. Easier to manage.
Chose Planview PPM Pro
I think the most winning features of Planview PPM Pro compared to other similar products is projects with strategic objectives, it can prioritize projects based on business value, helping to ensure that resources are being allocated to the most important initiatives. This can …
Chose Planview PPM Pro
Planview PPM Pro integrates all of the PM features of other applications and then adds features on top of them. Other applications tend to offer a solution around as single "need", forcing users to "build their own solution".
Chose Planview PPM Pro
Simple and easy to learn dashboards.
Reporting modules are complete and outstanding.
Chose Planview PPM Pro
Planview PPM Pro is a suite of multiple products which makes it different from other tools. PMO-related features are easy to use. Time tracking is much less cumbersome as compared to other tools. Also, the interface is clean but UI looks a bit old school. Navigation within the …
Chose Planview PPM Pro
Planview PPM Pro is limited function vs clarity.
Chose Planview PPM Pro
We selected based on many reasons. Product support, custom work intake, dashboard capabilities, and project financial tracking. The support model was solid.
Chose Planview PPM Pro
Not involved in selection process at my company. I have worked with other PPM tools at past companies - including an older version of Planview (back in early 2000's)
Chose Planview PPM Pro
I didn't use it as much, but PPMPro seems better organized than Atlassian Jira
Chose Planview PPM Pro
Planview PPM Pro does a better job of portfolio management.
Chose Planview PPM Pro
In addition to [Planview PPM Pro (formerly Innotas)], I have also used a variety of homegrown/custom PPM systems and Microsoft Project, Microsoft Project Server, JIra (with Confluence), and some other systems whose names I cannot remember. PPM Pro, by far, is the best of all …
Chose Planview PPM Pro
Project Place and Leankit -- Excited and happy to have access to both products. Integration is the key to both collaboration tools. Both very easy to use and leverage.
Chose Planview PPM Pro
Planview PPM Pro works well for the project defined and captures time tracking and financial metrics however I was not part of the selection of the tool
Chose Planview PPM Pro
PPM Pro is really the only portfolio management tool that I've used so it's hard to compare. MS Project doesn't really compare to the feature set that PPM Pro offers.
Chose Planview PPM Pro
On-premise only, not online. Microsoft has a stronger scheduling engine but capabilities and growth in PPM Pro is excellent.
Chose Planview PPM Pro
All have similar capabilities. The tool is only as good as the data you are putting into it. Make sure you have business buy-in and clear processes set.
Best Alternatives
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Small Businesses
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Score 8.6 out of 10
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monday.com
Score 8.6 out of 10
Medium-sized Companies
Planview PPM Pro
Planview PPM Pro
Score 9.0 out of 10
Planview AdaptiveWork
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Score 7.4 out of 10
Enterprises
Planview PPM Pro
Planview PPM Pro
Score 9.0 out of 10
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User Ratings
Planview PortfoliosPlanview PPM Pro
Likelihood to Recommend
8.8
(0 ratings)
8.8
(0 ratings)
Likelihood to Renew
8.3
(0 ratings)
9.0
(0 ratings)
Usability
6.7
(0 ratings)
7.2
(0 ratings)
Availability
8.3
(0 ratings)
9.1
(0 ratings)
Performance
6.7
(0 ratings)
8.2
(0 ratings)
Support Rating
7.5
(0 ratings)
7.9
(0 ratings)
In-Person Training
6.4
(0 ratings)
10.0
(0 ratings)
Online Training
6.4
(0 ratings)
-
(0 ratings)
Implementation Rating
9.1
(0 ratings)
9.9
(0 ratings)
Configurability
7.9
(0 ratings)
8.2
(0 ratings)
Ease of integration
3.6
(0 ratings)
8.2
(0 ratings)
Product Scalability
8.3
(0 ratings)
8.2
(0 ratings)
Vendor post-sale
7.2
(0 ratings)
8.2
(0 ratings)
Vendor pre-sale
5.5
(0 ratings)
7.3
(0 ratings)
User Testimonials
Planview PortfoliosPlanview PPM Pro
Likelihood to Recommend
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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PPMPro is well suited for tracking new product introduction projects, as well as process changes. It serves to reliably track ongoing action items, issues, resource allocations for projects. Areas where PPMPro is less appropriate for use: Project to project dependencies, automating action item notifications on multiple platforms, integrations of PPMPro into other platforms PMO typically uses (like MS Projects, Teams, ppt, etc)
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Pros
  • 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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  • New request workflow/kanban board helps visualize where new requests are in the process of the quote to cash/request to completion
  • The time tracking tool is tied directly to project tasks for seamless integration of time tracking, estimates, and actuals
  • The reporting capabilities and ease of use has allowed us visibility to data that we never had before
  • The tool is easily configurable by Administrators. We can add fields, change reports, add new dashboards within hours vs. days of trying to track things manually
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Cons
  • 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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  • The base API is not a REST based interface and is difficult to use for integration with other systems in the enterprise.
  • The UI for the maintenance of the task schedule for projects can be a bit cumbersome , although the spreadsheet style editor helps somewhat. The Gantt view is not interactive.
  • The workflow engine is designed only for initial project intake, and does not allow for an integration of the work flow with the project from start to end, so it can't be used for routing artifacts like change requests, ancillary project approvals, etc.
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Likelihood to Renew
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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As I previously stated I am no longer in the role where I acted as Innotas admin, but because our license has been twice renewed since initial deployment and since I am in the business and have used the IT request process I created and have not heard anything to the contrary
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Usability
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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PPM Pro has very effective process capabilities around Project, Demand, and Resource Management as well as Reporting/Dashboards. Very stable platform, never any downtime. We now also have PPM Pro Sandbox which we have leveraged for any new major developments such as Request Management.
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Reliability and Availability
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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Never any availability issues or outages. The few process issues we have ever encountered were addressed and resolved quickly.
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Performance
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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No issues with overall response time and performance. There have been some occasions where a Report could take few minutes to render but this is vary rare. No integration issues...
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Support Rating
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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Their ability to assist and answer questions when needed is incredible. They create innovative ways to share information and help customers trouble shoot. I didn't give it a ten because I believe they could do a better job of personally reaching out to customers and providing improvement guidance based on where the customer is at and their needs at the time
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In-Person Training
No answers on this topic
Tim Srjezter was an excellent trainer.
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Online Training
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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No answers on this topic
Implementation Rating
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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It's been since 2009. A lot has changed. We have not grown as much as we could have because of executive backing.
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Alternatives Considered
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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Microsoft Project does not integrate the data or provide meaningful dashboards. We needed a tool that could manage a portfolio of projects versus just a single project view. In addition we needed a tool to track financials and internal effort all integrated into one product. Planview PPM Pro addressed all of our needs
Read full review
Scalability
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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We have always used PPM Pro across multiple Business Units and Business Functions and have never encountered any scalability issues. PPM Pro offers flexibility in how the various Entities are configured across the Enterprise
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Return on Investment
  • 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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  • Planview PPM directs all the resources in the right channel, hence, credible performance.
  • Planview PPM initiates proper time, and resource tracking and hence is friendly for company functions.
  • Planview PPM is competent in managing diverse projects, and this offers highly sustainable business continuity.
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ScreenShots

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.

Planview PPM Pro Screenshots

Screenshot of What-If scenario planning for analyzing resource capacity and demand.Screenshot of Portfolio Prioritization using Predictive AnalyticsScreenshot of a true top-down portfolio structure to categorize and align work to corporate goals and objectives.Screenshot of resource focused dashboards and reports that enable complete visibility of where resources are being deployed and the demand for them in the future.Screenshot of configurable reports and dashboards that can be shared among team members or stakeholders.Screenshot of Portfolio Prioritization using Predictive Analytics.