Agiled vs. Planview Portfolios

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agiled
Score 9.5 out of 10
N/A
Agiled is presented as an all-in-one business management app, supporting task and project management, and including a CRM, from the company of the same name in Houston.N/A
Planview Portfolios
Score 8.3 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
AgiledPlanview Portfolios
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
AgiledPlanview Portfolios
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
AgiledPlanview Portfolios
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Agiled
6.0
1 Ratings
24% below category average
Planview Portfolios
-
Ratings
Customer data management / contact management4.01 Ratings00 Ratings
Workflow management3.01 Ratings00 Ratings
Territory management7.01 Ratings00 Ratings
Opportunity management9.01 Ratings00 Ratings
Contract management9.01 Ratings00 Ratings
Quote & order management9.01 Ratings00 Ratings
Interaction tracking1.01 Ratings00 Ratings
Channel / partner relationship management6.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Agiled
6.0
1 Ratings
22% below category average
Planview Portfolios
-
Ratings
Case management10.01 Ratings00 Ratings
Help desk management2.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Agiled
2.0
1 Ratings
116% below category average
Planview Portfolios
-
Ratings
Lead management3.01 Ratings00 Ratings
Email marketing1.01 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Agiled
6.7
1 Ratings
12% below category average
Planview Portfolios
-
Ratings
Task management4.01 Ratings00 Ratings
Billing and invoicing management9.01 Ratings00 Ratings
Reporting7.01 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Agiled
4.5
1 Ratings
51% below category average
Planview Portfolios
-
Ratings
Forecasting1.01 Ratings00 Ratings
Customizable reports8.01 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Agiled
10.0
1 Ratings
28% above category average
Planview Portfolios
-
Ratings
API for custom integration10.01 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Agiled
9.0
1 Ratings
8% above category average
Planview Portfolios
-
Ratings
Single sign-on capability10.01 Ratings00 Ratings
Role-based user permissions8.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Agiled
4.0
1 Ratings
61% below category average
Planview Portfolios
-
Ratings
Mobile access4.01 Ratings00 Ratings
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AgiledPlanview Portfolios
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Creatio
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Quickbase
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Enterprises
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Score 9.2 out of 10
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All AlternativesView all alternativesView all alternatives
User Ratings
AgiledPlanview Portfolios
Likelihood to Recommend
7.0
(1 ratings)
8.7
(106 ratings)
Likelihood to Renew
-
(0 ratings)
8.3
(18 ratings)
Usability
7.0
(1 ratings)
6.7
(9 ratings)
Availability
-
(0 ratings)
8.2
(3 ratings)
Performance
-
(0 ratings)
6.8
(2 ratings)
Support Rating
10.0
(1 ratings)
7.7
(11 ratings)
In-Person Training
-
(0 ratings)
6.4
(1 ratings)
Online Training
-
(0 ratings)
6.4
(3 ratings)
Implementation Rating
-
(0 ratings)
8.7
(4 ratings)
Configurability
-
(0 ratings)
7.9
(3 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
6.4
(1 ratings)
Ease of integration
-
(0 ratings)
3.6
(1 ratings)
Product Scalability
-
(0 ratings)
8.2
(2 ratings)
Professional Services
-
(0 ratings)
7.3
(2 ratings)
Vendor post-sale
-
(0 ratings)
6.8
(2 ratings)
Vendor pre-sale
-
(0 ratings)
5.5
(1 ratings)
User Testimonials
AgiledPlanview Portfolios
Likelihood to Recommend
Agiled
Agiled is suited for submitting contracts and getting them signed quickly with the help of their public links and digital signature features. It is also well suited for submitting invoices to clients and getting them paid with their PayPal and Wise integration. Organizing and keeping track of a large database of clients and leads may be difficult since the CRM doesn't currently support email and message tracking per client but does offer multiple clients per project which is helpful for managing complex projects with multiple team members and clients.
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Planview
Portfolios are great for managing large portfolios of projects, especially projects with detailed schedules and dependencies. I would not recommend it for smaller projects due to the amount of required setup. Also, it's not an ERP system- the accounts are only summaries of expenses.
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Pros
Agiled
  • Invoicing
  • Business overview
  • Contracts
Read full review
Planview
  • Capture potential opportunities using the Requests Module and analyze and rank these opportunities via lifecycles and promote (dispatch) approved opportunities into Projects. Information captured during the request process automatically get transferred to projects.
  • Robust schedule management; time reporting; resource management and financial planning and management
  • Risk and Issue management controlled via robust lifecycles.
  • Extensive reporting capabilities via SSRS and Power BI Dashboards and delivered to users via tiles in Project and Portfolio views.
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Cons
Agiled
  • CRM
  • Proposals
  • Scheduling
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Planview
  • 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
Agiled
No answers on this topic
Planview
We have been a Planview customer since 1999 and have seen it grow and mature as a tool. We have looked at other tools and have found that PV continues to meet our needs and is easy for our resources to use. They work to stay up on the project management industry and the direction it is going, keep on on current technology so that we can work more effectively, provide excellent customer support and have great pricing for what they offer. We can purchase only the modules we need versus buying a tool where we would only use a portion of the functionality.
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Usability
Agiled
While some of the book keeping features of Agiled have helped me to keep my business in order and provide contracts and invoices to my clients online so we don't need to meet in person every time, the main reason I bought Agiled was to keep track of leads and client communication to better understand what is and isn't working in terms of lead acquisition. This has not been easy since Agiled still can't track communication well and is still clunky when viewing and organizing contacts. I hope it will improve as the team behind it seems to be working hard.
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Planview
Portfolios can accommodate nearly any kind of project, portfolio, or other work. It supports relating the work to strategy and outcomes (i.e., products) and has lots of options for customizing the workflows of work and changes/risks/issues. Not to mention, you can customize the user experience by role, with very granular permissions and multiple custom reporting tile options. With a decent level of expertise, you can craft and support various user interface experiences appropriate to their role and knowledge, and that should only grow as Planview. I and Copilot roll out.
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Reliability and Availability
Agiled
No answers on this topic
Planview
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
Agiled
No answers on this topic
Planview
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
Agiled
Every time I reach out to Agiled they get back with me very quickly and seem to want to help me. They are constantly releasing updates and improvements which makes me hopeful for the future. I look forward to the day automation and CRM improvements are made. This will be a game changer.
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Planview
Going through proper channels of support is fine for minor to moderate issues. However, lately the critical issues that arise have been frequent and the standard support cases do not always seem to relay just how critical these issues are and we have to utilize our customer rep to help escalate. Fortunate to have that escalation method.
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Online Training
Agiled
No answers on this topic
Planview
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
Agiled
No answers on this topic
Planview
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
Agiled
No answers on this topic
Planview
Odoo, like this platform, has allowed us to efficiently organize our projects so that they can be prioritized by importance, to know which is the most urgent, in addition, it has also allowed us to assign work in an organized way among our collaborators, and their reports have allowed us to improve.
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Contract Terms and Pricing Model
Agiled
No answers on this topic
Planview
Did not help purchase product.
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Scalability
Agiled
No answers on this topic
Planview
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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Professional Services
Agiled
No answers on this topic
Planview
some resources were great, but too much on their plates to be available
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Return on Investment
Agiled
  • Better keep track of contracts
  • Better understand income and expenses
  • Centralized business details
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Planview
  • 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.
Read full review
ScreenShots

Planview Portfolios Screenshots

Screenshot of Plan and balance capacity to focus the right resources on the right work for successful delivery on the most important programs, applications, products and projects.Screenshot of Demonstrate how much it costs to deliver capabilities to the business - by application and by user - to support strategic initiatives.Screenshot of New integrated views improve balancing project schedule and resource availability.Screenshot of Make data-driven decisions with comprehensive analytics and reporting. Get insights into portfolio performance, enable continuous planning.Screenshot of Improve decision making with analytics and reporting.Screenshot of Roadmap a strategy for products, services and applications. Strategic roadmaps define timeframes, milestones, and releases across portfolios for outcomes that span organizations.