CloudBlue PSA vs. Planview Portfolios

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CloudBlue PSA
Score 9.3 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 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
CloudBlue PSAPlanview Portfolios
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 Portfolios
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
Community Pulse
CloudBlue PSAPlanview Portfolios
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Best Alternatives
CloudBlue PSAPlanview Portfolios
Small Businesses
HaloPSA
HaloPSA
Score 8.9 out of 10
monday.com
monday.com
Score 8.5 out of 10
Medium-sized Companies
Planview AdaptiveWork
Planview AdaptiveWork
Score 7.0 out of 10
Quickbase
Quickbase
Score 9.1 out of 10
Enterprises
Planview AdaptiveWork
Planview AdaptiveWork
Score 7.0 out of 10
Quickbase
Quickbase
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CloudBlue PSAPlanview Portfolios
Likelihood to Recommend
10.0
(1 ratings)
8.7
(113 ratings)
Likelihood to Renew
-
(0 ratings)
8.3
(18 ratings)
Usability
-
(0 ratings)
6.8
(12 ratings)
Availability
-
(0 ratings)
8.2
(3 ratings)
Performance
-
(0 ratings)
6.8
(2 ratings)
Support Rating
-
(0 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)
8.8
(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
CloudBlue PSAPlanview Portfolios
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
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.
Read full review
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
  • 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.
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
  • 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
Likelihood to Renew
Ingram Micro
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
Ingram Micro
No answers on this topic
Planview
The toolset is provisioned as a SaaS solution making it very easy to scale up / down as our user bases increase/decrease. There are some features around the planning capability that could be improved to enable ease of access to our PMs e.g. dependency management (while powerful) dependency management doesn't allow you to add constraints in the same field - you have to click to a separate area
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Reliability and Availability
Ingram Micro
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
Ingram Micro
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
Ingram Micro
No answers on this topic
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
Ingram Micro
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.
Read full review
Implementation Rating
Ingram Micro
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
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.
Read full review
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.
Read full review
Contract Terms and Pricing Model
Ingram Micro
No answers on this topic
Planview
Did not help purchase product.
Read full review
Scalability
Ingram Micro
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.
Read full review
Professional Services
Ingram Micro
No answers on this topic
Planview
some resources were great, but too much on their plates to be available
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.
Read full review
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

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 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.