ClickUp vs. Planview Portfolios

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ClickUp
Score 8.7 out of 10
Small Businesses (1-50 employees)
ClickUp is a productivity platform that brings together work apps, data, and workflows. Also presented as a Converged AI Workspace, ClickUp eliminates work sprawl to provide context and a single place for humans and agents to work together. The platform currently boasts over 20 million users worldwide. ClickUp Brain² is deeply embedded into the workspace, offering conversational intake for project scoping and autonomous task generation. It can transform brainstorming docs…
$0
per month per seat
Planview Portfolios
Score 8.5 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
ClickUpPlanview Portfolios
Editions & Modules
Unlimited
$10
per month per user
Business
$19
per month per user
Enterprise
Custom
No answers on this topic
Offerings
Pricing Offerings
ClickUpPlanview Portfolios
Free Trial
YesNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsDiscount available for annual billing.
More Pricing Information
Community Pulse
ClickUpPlanview Portfolios
Features
ClickUpPlanview Portfolios
Project Management
Comparison of Project Management features of Product A and Product B
ClickUp
8.4
735 Ratings
9% above category average
Planview Portfolios
-
Ratings
Task Management9.4735 Ratings00 Ratings
Resource Management8.5583 Ratings00 Ratings
Gantt Charts8.1535 Ratings00 Ratings
Scheduling8.6611 Ratings00 Ratings
Workflow Automation8.3584 Ratings00 Ratings
Team Collaboration9.2703 Ratings00 Ratings
Support for Agile Methodology8.7494 Ratings00 Ratings
Support for Waterfall Methodology8.4414 Ratings00 Ratings
Document Management8.0633 Ratings00 Ratings
Email integration7.6513 Ratings00 Ratings
Mobile Access7.5591 Ratings00 Ratings
Timesheet Tracking8.2491 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
ClickUp
7.7
379 Ratings
0% below category average
Planview Portfolios
-
Ratings
Project & financial reporting7.7379 Ratings00 Ratings
User Ratings
ClickUpPlanview Portfolios
Likelihood to Recommend
8.8
(735 ratings)
8.6
(114 ratings)
Likelihood to Renew
9.2
(37 ratings)
9.3
(18 ratings)
Usability
8.4
(88 ratings)
7.1
(13 ratings)
Availability
9.5
(6 ratings)
9.0
(3 ratings)
Performance
8.0
(5 ratings)
7.1
(2 ratings)
Support Rating
9.4
(46 ratings)
7.3
(13 ratings)
In-Person Training
-
(0 ratings)
6.4
(1 ratings)
Online Training
10.0
(2 ratings)
6.8
(3 ratings)
Implementation Rating
7.9
(7 ratings)
10.0
(4 ratings)
Configurability
8.0
(2 ratings)
8.6
(3 ratings)
Contract Terms and Pricing Model
5.0
(1 ratings)
6.4
(1 ratings)
Ease of integration
7.0
(2 ratings)
4.0
(1 ratings)
Product Scalability
8.9
(6 ratings)
9.0
(2 ratings)
Professional Services
5.0
(1 ratings)
8.3
(2 ratings)
Vendor post-sale
5.0
(2 ratings)
8.0
(2 ratings)
Vendor pre-sale
5.0
(2 ratings)
5.5
(1 ratings)
User Testimonials
ClickUpPlanview Portfolios
Likelihood to Recommend
ClickUp
It's simplified literally everything in my life across all domains. There really isn't any situation I've ever found where I haven't suggested someone to start using ClickUp instead of their current workflows, whether that's basic iPhone apps they're using, or expensive tools they are already paying for. The only scenarios where it hasn't made sense to do it is for people running businesses that rely on integrated platforms for all business management; not that it's not a good fit, but things like integrated billing and map routers or invoice generators embedded in an existing software sometimes lock it out. But for everything else, be it work, school, sports, daily life, I probably pull 1-2 people over to ClickUp every week!
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Planview
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
ClickUp
  • Customization is huge for us! We do not have the aspects of standard project management, so having the ability to customize basically everything in ClickUp is amazing.
  • An outstanding free version of the software! We are a small nonprofit organization that cannot afford the robust levels of other software, so having access to SO MUCH for free is incredible.
  • The layout and organization of tasks, Spaces, folders, etc. is perfect. I love how I can see which task all of my subtasks belong to on my dashboard. And the option to change colors and icons for everything also really appeals to my obsessive brain.
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Planview
  • Manage large portfolios with thousands of projects.
  • Roll up financials across strategic hierarchy for projects around the world.
  • Manage access in multiple ways so we can set up each user/role with just the right permissions.
  • Support a variety of reporting and analytics methods.
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Cons
ClickUp
  • I would like to see when scheduling a task for someone, their available hours, as I am scheduling instead of having to go back to the workload view
  • I'd like easier UX and understanding of what all of the different levels of folders, lists, tasks, can do and what they should be used for
  • Notifications can be cleaned up
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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
ClickUp
It has been a game-changer in terms of project tracking, as animation is a demanding product that requires multiple layers of analysis, revisions, tracking, scheduling, etc. ClickUp simplifies many approvals as anyone can easily add items, and you can tag the people who need to look at them.
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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
ClickUp
In general, I think the usability is probably great. The reason I didn't give it as high of a score is because at the last 2 companies I worked at, they each used different software. So I was already used to those. Learning their UI isn't hard, but always a little annoying to learn something new.
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Planview
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
ClickUp
For over a year ClickUp was unavailable to us just twice for a couple of hours. I would say for a system this big and working globally that was a minor issue. They managed to fix all the issues within a couple hours and then it was back up and running perfectly fine.
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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
ClickUp
The speed of ClickUp is average to be honest. This is one of the biggest flaws of the system, sometimes it's also lagging a little bit but we also have a lot of documents, lists etc. on our workspace. However, with the next version of ClickUp I've seen they are planning to increase the speed by almost 500%, probably by changing the technology, so I am more than looking forward to it.
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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
ClickUp
I started using ClickUp when it was what most would consider a baby company. There were the occasional bugs that made working in ClickUp a little bit of a headache, but the support feature allowed me to chat with a real persona and communicate my issues. I would always get prompt support and someone willing to really help me, not just point me to FAQ pages. Not feeling like a number really makes a difference.
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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
ClickUp
There are multiple guides on literally all of the functions you can find within the system, therefore it's easy to learn anything you'd really like to use, starting from project and people management, down to Gantts, mind maps, time tracking, inviting Clients as guests to work with you on the projects and so much more.
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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
ClickUp
Start small. Don’t try to build the most elaborate plans first. Resist the urge to get into Gantt charts if no one is used to them. Just get work written, add dates and assignees, and start getting used to it. If you did not use a work management tool before, you need to be gracious with yourself about the fact that you likely do not have the muscle memory for working this way yet. But you will get there.
And leverage people who know it if possible. Look for ClickUp experts and vendors. They can really supercharge your effectiveness at building the tool out and speed up the process.
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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
ClickUp
For me the customizability of ClickUp was unmatched. It really felt like there was no limit on what I could use it for and how I could organize things. For specific features, their Docs are really my favorite part. The customizability and ability to directly link to related tasks/docs/etc. is incredible. The closest I've found to it is Notion, but Notion is not as user friendly and doesn't offer all of the other capabilities that ClickUp does. When I first started using ClickUp, their pricing played a huge factor too. I thought their pricing was the most reasonable given the number of capabilities it came with. However, that's definitely changed over the years. They have a bad habit of moving certain functionalities from one tier up to a higher one. Or they put a one-time usage limit on a certain feature and once it runs out, you're forced to upgrade. Their pricing has become less competitive because of it
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Planview
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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Contract Terms and Pricing Model
ClickUp
No answers on this topic
Planview
Did not help purchase product.
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Scalability
ClickUp
Scaling with ClickUp is superb. If you create a workflow best suited for your organization then it's all about creating new accounts and teaching the new employees the workflow you're using. It's that simple. There is no black magic when it comes to Clickup.
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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
ClickUp
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
ClickUp
  • Allows us to meet from anywhere in the world.
  • Allow us to provide reports and updates via computer to leadership.
  • Leadership in our organization have praised IT for the use of ClickUp because the tool is exactly what was needed. Before, we were depending on spreadsheets to keep track of work.
  • ClickUp brings organizatins together in ways that other software has not. It provides everything we lacked and needed to get out organization up to the standard as other large universities.
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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.
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ScreenShots

ClickUp Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

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.