Planview Portfolios vs. Quickbase

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
Quickbase
Score 8.8 out of 10
N/A
Quickbase helps users tackle any project, no matter how complex. Quickbase helps customers see, connect and control complex projects. Whether it’s raising a skyscraper or coordinating vaccine rollouts, the no-code software platform allows business users to custom fit solutions to the way they work – using information from across the systems they already have.
$700
per month
Pricing
Planview PortfoliosQuickbase
Editions & Modules
No answers on this topic
Enterprise
Full Customizable
per month/billed annually
Business
Starting at $2,200
per month
Team
Started at $700
per month
Offerings
Pricing Offerings
Planview PortfoliosQuickbase
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional DetailsQuickbase offers three key plans, with feature distinction, simple and consistent entitlements, and a flexible licensing model, giving users the option of either user based or usage based licensing across all 3 plans.
More Pricing Information
Community Pulse
Planview PortfoliosQuickbase
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.
Quickbase
Chose Quickbase
Quickbase is pretty easy to use, user friendly and simple dashboard. Anyone can easily use Quickbase without any prior knowledge. This is efficient and fast performer. You can prioritize task easily . You can manage lifecycle of prospects effectively . Good reporting features …
Chose Quickbase
Quickbase allows us to be the driver and designer.
Chose Quickbase
Microsoft tools are functional but they are not necessarily created for scalability. As our contract scaled, we needed something that had the capability to consolidate data as well as handle more and more amounts of data and analysis. Quickbsae has also helped us stop working …
Chose Quickbase
I picked Quickbase before investigating the low-code no-code market because I was so impressed. I did a pricing exercise a couple years ago because Quickbase was drastically increasing the cost and decreasing our allotments/features. We could have saved a lot of money by going …
Chose Quickbase
Some will tell me they don't use Quickbase because they already have Excel. I always take that opportunity to explain how they're missing out by not converting that Excel sheet (which takes less than 1 minute to convert) into a Quickbase tool. The functionality that Quickbase …
Chose Quickbase
Compare to excel Quickbase is having so many advanced features which help users to solve different scenarios of real time problem. excel can only store and sort the data according to our request. Pipelines, notifications, reports, charts, formulas, forms these are the advanced …
Chose Quickbase
Quickbase stacks up against them because it's speed of delivery is not only important for development but also for true change and lifetime, which are remarkable tools.
Chose Quickbase
Out of the box softwares come with out of the box assumptions that are difficult to mold your workflow to so companies generally adapt part of their workflow to how the software works and then when that fails revert to doing it outside of any system. Quickbase does the opposite …
Chose Quickbase
Quickbase is highly flexible for application development. Other vendors also provide customization options, but Quickbase is preferred because it is more flexible and provides more custom options. Also, Quickbase is preferred because it is easier for data handling. Other …
Chose Quickbase
Quickbase was selected before I can onboard, but it's flexibility definitely suite our business needs.
Chose Quickbase
Flexibility of the tool, licensing structure, and detailed permission controls.
Chose Quickbase
We've looked at Microsoft Power Applications and use them where appropriate but its limited and they are not as agile or as clean looking as Quickbase and requires more build time to deliver similar outcomes.
Chose Quickbase
Quickbase is much more user-friendly and responsive than RedTeam, and seems to be more cost-effective, as well.
Chose Quickbase
Ideagen Quality Management and ETQ Reliance QMS
Chose Quickbase
Quickbase is highly rated and overall the accessibility and ROI was deemed to be better
Chose Quickbase
Used access in a previous company which required specific knowledge of the system. Quickbase was learnt from scratch in a matter of weeks.
Chose Quickbase
So we do have also access to the power suite of tools, but I mean, I'll say I prefer Quickbase over else.
Chose Quickbase
Well, there's a plethora of low-code tools out on the marketplace and, you know, there's a reason that we've decided to partner with QuickBase because it has all the right balance of the ability to integrate with the ability for a citizen developer to create apps successfully. …
Chose Quickbase
I've never used anything that does quite what QuickBase does, not something that's fully integrated with everything else.
Chose Quickbase
QuickBase is really the first product like itself that I've used. I mean, granted I lived and breathed in Excel in my past career, and being able to see what you do in Excel and bring it to life in a totally different aspect to an application in QuickBase is just taking it to a …
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User Ratings
Planview PortfoliosQuickbase
Likelihood to Recommend
8.8
(0 ratings)
9.4
(0 ratings)
Likelihood to Renew
8.3
(0 ratings)
9.9
(0 ratings)
Usability
6.7
(0 ratings)
8.4
(0 ratings)
Availability
8.3
(0 ratings)
9.0
(0 ratings)
Performance
6.7
(0 ratings)
9.0
(0 ratings)
Support Rating
7.5
(0 ratings)
7.4
(0 ratings)
In-Person Training
6.4
(0 ratings)
9.9
(0 ratings)
Online Training
6.4
(0 ratings)
10.0
(0 ratings)
Implementation Rating
9.1
(0 ratings)
9.8
(0 ratings)
Configurability
7.9
(0 ratings)
9.0
(0 ratings)
Ease of integration
3.6
(0 ratings)
8.4
(0 ratings)
Product Scalability
8.3
(0 ratings)
9.0
(0 ratings)
Vendor post-sale
7.2
(0 ratings)
9.0
(0 ratings)
Vendor pre-sale
5.5
(0 ratings)
9.0
(0 ratings)
User Testimonials
Planview PortfoliosQuickbase
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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Quickbase has proven that if it's in a spreadsheet, it really should be in Quickbase. One of my more recent achievements with the program was redesigning our current process for notifying management of something irregular. The old process had all the notification infrastructure built behind the scenes with only a handful of people knowing and understanding the process. The new process was able to clean up the behind-the-scenes and also provide an increased level of intuitiveness by allowing complete visibility and customization of notification recipients. This allows the initial notification to reach a select number of management individuals who can then decide whether or not it needs to be escalated, all while allowing the operations personnel to get back to work immediately. The biggest issue I've found with the program is the limitation of the user - I find that the biggest roadblock in my way is myself, as I am confident the program has the ability to accomplish what I need, but am I skilled enough to create it? This has helped me become very proficient in only one year of use and become more active in community engagement surrounding the program.
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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.
Read full review
  • Rapidly bring new ideas to life
  • Great authentication and authorization system out of the box
  • Connects with many major third-party services (via Pipelines)
  • Reporting and Dashboards are awesome
  • Excellent emails notification system to keep us in the loop when data changes
  • Intuitive UI for building forms and reports
  • Nice playground to test new ideas
Read full review
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.
Read full review
  • Pipelines - being able to share them or have permissions based viewing capabilities
  • Table size limits are small for really large apps. While I agree that there needs to be a cap on the size, it would be nice to adjust it up when needed.
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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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We are growing our user base and getting more out of this system. Quick Base will continue to grow with our company as more of our users become super users and are capable of developing new features and solutions. We're getting more and more interested from departments that are hearing of our successes.
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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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Quick Base has done everything we have asked it to do and then some. Our original goal was to have one system for CRM that encompassed both the sales process and the customer management. We have gone w-a-y beyond that with analytics, project management, system bug logging, and historical effort reporting.
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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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I gave it a 10, but it should be a 9.99. They do a nice job of keeping the application running. The application can drag a bit when you have thousands of users accessing the application concurrently. We experienced this with large scale implementations.
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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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Some of our tables that hold over a million records are starting to perform poorly, with some summaries taking over 20 seconds to load. This may be an indication that it is best to archive old data when reaching large volumes like this.
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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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If you utilize the community, the support is amazing. Unfortunately, I find their actual support system a bit underwhelming. They don't seem to have a great process for interacting directly with an issue and often sweep significant issues under the rug by categorizing them as "Enhancement" ideas or legacy items.
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In-Person Training
No answers on this topic
It is very easy to get training from their University portal and still if we don't know their, then we can ask their support too.
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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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Quick Base already is having a separate portal of providing training to customers and it is very easy to use and updates as per the new features added in to the application
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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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I was not directly involved with the initial account implementation, only a bystander. For the app I directly implemented for my department only, I wish I had know to create an app diagram first. I don't remember if that was suggested. I think that would be a great help tip tool when a new app is created, to have a page with a check list of what is needed or how to get started. If you are a regular app builder, then you can bypass it or have the ability to turn it off in the app settings.
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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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I picked Quickbase before investigating the low-code no-code market because I was so impressed. I did a pricing exercise a couple years ago because Quickbase was drastically increasing the cost and decreasing our allotments/features. We could have saved a lot of money by going with another comparable solution. However, those companies didn't have the longevity and all of the features and functions that Quickbase had.
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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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While the purpose of this product is to provide flexibility and scalability to and organization, it is not as easy to roll out on the enterprise level. The support from Quick Base is not on a level that it makes the process easy and fluid. Be prepared to spend more time on this product than you might want to.
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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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  • Quickbase has saved us so much time by reducing the clicks you need to get from one place to another. It takes the average colleague 5 or 6 clicks to get to another tool they need to do their job whereas it takes me 1 or 2 clicks to get to that same tool by using a personal Quickbase dashboard that has all the tools I need all on one page. This is a huge timesaver, especially when desk sharing where you have to get quickly to the info you want to share.
  • Quickbase has helped us streamline workflows and close gaps by having to ask for info only 1 time. Since users can't save a form until they've provided all the info you need on your end to complete a task, it saves a tremendous amount of time for everyone. No more replying to emails 2 or 3 times until you get the info you need.
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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.