CloudBlue PSA vs. Planview Daptiv

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CloudBlue PSA
Score 9.5 out of 10
Small Businesses (1-50 employees)
CloudBlue PSA (formerly HarmonyPSA) provides full visibility of projects, customers and profitability in a single pane of glass, along with automation of sales, finance and operational processes. Ingram Micro acquired Harmony Business Systems and HarmonyPSA in April 2021.
$65
per month (billed annually)
Planview Daptiv
Score 6.7 out of 10
N/A
Planview Daptiv is a cloud-based project portfolio management (PPM) solution that is now owned by Planview since the January 2021 acquisition of Changepoint). Planview Daptiv PPM covers diverse needs like Portfolio Management, Project Management, Resource Management and Office Management functionalities to larger business enterprises across diverse industries, and therefore offers a wide range of features achieving this, such as a resource load charts (e.g. Gantt charts), an easy to use DeskDocs…N/A
Pricing
CloudBlue PSAPlanview Daptiv
Editions & Modules
Annual SaaS
$65.00
per month (billed annually)
Monthly SaaS
Contact Sales
Annual On-Premise
Contact Sales
No answers on this topic
Offerings
Pricing Offerings
CloudBlue PSAPlanview Daptiv
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
CloudBlue PSAPlanview Daptiv
Project Management
Comparison of Project Management features of Product A and Product B
CloudBlue PSA
-
Ratings
Planview Daptiv
6.8
4 Ratings
12% below category average
Task Management00 Ratings5.64 Ratings
Resource Management00 Ratings7.54 Ratings
Gantt Charts00 Ratings6.13 Ratings
Scheduling00 Ratings7.02 Ratings
Workflow Automation00 Ratings4.03 Ratings
Team Collaboration00 Ratings7.04 Ratings
Support for Agile Methodology00 Ratings3.92 Ratings
Support for Waterfall Methodology00 Ratings8.52 Ratings
Document Management00 Ratings6.53 Ratings
Email integration00 Ratings8.02 Ratings
Mobile Access00 Ratings7.01 Ratings
Timesheet Tracking00 Ratings9.53 Ratings
Change request and Case Management00 Ratings7.01 Ratings
Budget and Expense Management00 Ratings8.03 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
CloudBlue PSA
-
Ratings
Planview Daptiv
7.7
2 Ratings
1% above category average
Quotes/estimates00 Ratings9.01 Ratings
Invoicing00 Ratings7.01 Ratings
Project & financial reporting00 Ratings7.02 Ratings
Best Alternatives
CloudBlue PSAPlanview Daptiv
Small Businesses
Accelo
Accelo
Score 8.9 out of 10
FunctionFox
FunctionFox
Score 9.9 out of 10
Medium-sized Companies
Planview AdaptiveWork
Planview AdaptiveWork
Score 6.4 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
Planview AdaptiveWork
Planview AdaptiveWork
Score 6.4 out of 10
Kanban Tool
Kanban Tool
Score 9.0 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CloudBlue PSAPlanview Daptiv
Likelihood to Recommend
10.0
(1 ratings)
8.0
(16 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(14 ratings)
Usability
-
(0 ratings)
5.0
(3 ratings)
Availability
-
(0 ratings)
10.0
(4 ratings)
Support Rating
-
(0 ratings)
7.0
(4 ratings)
Implementation Rating
-
(0 ratings)
5.0
(2 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
CloudBlue PSAPlanview Daptiv
Likelihood to Recommend
Ingram Micro
For organizations with 10+ employees, I think it is suitable. Smaller shops might find it overly complex.
Read full review
Planview
I would recommend Daptiv for anyone who is look for a collaborative tool that is easy to use and provides excellent results for project management and resource allocation. The tool offers many various capabilities and is not isolated for use with one or two workgroups. Its versatility allows many workgroups across many different organizations to use it. In my previous role, I used Daptiv in both a Project Management and Account Services Information Technology role. In my current workplace, I would like to leverage Daptiv for Product Launch and tracking as well as change request visibility in the Release Management Organization of a pharmaceutical company. Both roles and companies are vastly different however Daptiv would serve a great purpose in both situations although my needs are different.
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Pros
Ingram Micro
  • The help desk ticket system is robust and modern.
  • Billing & invoicing from Harmony meets all our needs and is easy to use.
  • Project management and scheduling features help us stay organized and on schedule.
Read full review
Planview
  • Resource allocation, when fully integrated provides a in depth view of what everyone is working on, as well as their availability.
  • Portfolio reporting provides a good view of where all projects are at in their lifecycle.
  • Time tracking is simple to use.
Read full review
Cons
Ingram Micro
  • Training resources are still a work in progress.
  • As a software engineer, I'd like to see a more extensive API
Read full review
Planview
  • The Daptiv UI has seen some significant improvements recently that were long in coming. However I am still waiting for more that are on their plan. Lack of ability to customize what appears on specific screens or to add hover over help for less experienced users make it a difficult sell for some of our occasional users.
  • Daptiv comes with Cognos reports that does allow reporting against all the data elements. However the lack of ability to extract data in any form other than an emailed report significantly limits the ability to interface with the data.
  • Changes to many of the data elements are not tracked to who made changes and when.
  • Access to data elements is at a very broad level making it difficult to allow third party users to use the tool with limited access.
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Likelihood to Renew
Ingram Micro
No answers on this topic
Planview
As previously mentioned, we were not able to get the product to solve our particular problem. After time spent implementing a custom solution, it was the decision of the executive team to discontinue the agreement. The costs of training the team didn't outweigh the cost of hiring an employee to do the translation of schedules to web view.
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Usability
Ingram Micro
No answers on this topic
Planview
The main thing that I have to apologize for is the UI. Does the job but just not the flexible responsive experience that most users are used to.
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Reliability and Availability
Ingram Micro
No answers on this topic
Planview
In the 3 years I have worked with Daptiv I think it is been down once. The ONLY partial outages I have ever had have been with report automation.
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Support Rating
Ingram Micro
No answers on this topic
Planview
Good support team! Developed relationships and were very pleasant to talk to. Daptiv went above and beyond on ensuring the customers were satisfied
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Implementation Rating
Ingram Micro
No answers on this topic
Planview
I recommend using daptiv resources on your implementation to help with setup and training.
Read full review
Alternatives Considered
Ingram Micro
Connectwise was the 600 pound gorilla with lots of features, but it was also the titantic, too big to get out of its own way. We found it too complex to use and too archaic to integrate with. As powerful as it was, it was missing a few key features that a modern PSA like CloudBlue had as a matter of course. CloudBlue feels like the new generation, and so far it's only gotten better as they grow.
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Planview
Daptiv is an integrated toolset that satisfies our needs for multiple functions (project intake, resource capacity management, time tracking, portfolio planning and management). Daptiv was selected based on our evaluation of multiple tools. It was a close race between a couple of tools but we felt that Daptiv was a better fit for both our immediate and long term needs.
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Scalability
Ingram Micro
No answers on this topic
Planview
We are quickly able to add more users as needed.
Read full review
Return on Investment
Ingram Micro
  • It's allowed us to migrate away from home grown solutions to adhere to industry standards and better utilize our engineer's time.
  • Quoting new projects and hardware is easier to delegate and vastly more efficient than our previous methods.
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Planview
  • Better customer service - In Daptiv I can easily track the amount of time I worked on a project, so I can then tell my client accurately how much time I spent.
  • Effectively managing budgets - When I know I need to stick to a certain budget on a project, I can carefully plan and be aware of my time and money spent in Daptiv.
Read full review
ScreenShots

CloudBlue PSA Screenshots

Screenshot of Customised dashboard with key business metricsScreenshot of Auto generated invoicing ensures nothing gets forgottenScreenshot of Keep on top of projectsScreenshot of Fully integrated and configurable ticketingScreenshot of Conversion of leads to prospects to customers is seamless, with no re-keying

Planview Daptiv Screenshots

Screenshot of Solve your resource planning challenges with 360 degree constraint-based resource management.Screenshot of Embedded Analytics empower you with better decisions through actionable insightsScreenshot of Manage, monitor, and deliver all work across teams and portfolios.Screenshot of Collaborate to assess, prioritize, and plan initiatives.Screenshot of Assess impacts, relationships, and risks across multiple portfolios.