Planview Daptiv vs. PSA

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Planview Daptiv
Score 7.7 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
PSA
Score 5.8 out of 10
N/A
Upland PSA helps professional services teams grow their business.
$15
per month
Pricing
Planview DaptivPSA
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Planview DaptivPSA
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Features
Planview DaptivPSA
Project Management
Comparison of Project Management features of Product A and Product B
Planview Daptiv
6.6
6 Ratings
13% below category average
PSA
-
Ratings
Task Management6.86 Ratings00 Ratings
Resource Management6.46 Ratings00 Ratings
Gantt Charts6.13 Ratings00 Ratings
Scheduling6.44 Ratings00 Ratings
Workflow Automation6.45 Ratings00 Ratings
Team Collaboration6.86 Ratings00 Ratings
Support for Agile Methodology5.04 Ratings00 Ratings
Support for Waterfall Methodology8.24 Ratings00 Ratings
Document Management6.53 Ratings00 Ratings
Email integration8.02 Ratings00 Ratings
Mobile Access7.01 Ratings00 Ratings
Timesheet Tracking6.85 Ratings00 Ratings
Change request and Case Management5.52 Ratings00 Ratings
Budget and Expense Management6.45 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Planview Daptiv
7.7
2 Ratings
4% above category average
PSA
-
Ratings
Quotes/estimates9.01 Ratings00 Ratings
Invoicing7.01 Ratings00 Ratings
Project & financial reporting7.02 Ratings00 Ratings
Best Alternatives
Planview DaptivPSA
Small Businesses
FunctionFox
FunctionFox
Score 8.3 out of 10
Atera
Atera
Score 8.9 out of 10
Medium-sized Companies
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Atera
Atera
Score 8.9 out of 10
Enterprises
Quickbase
Quickbase
Score 9.2 out of 10
Planview AdaptiveWork
Planview AdaptiveWork
Score 6.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Planview DaptivPSA
Likelihood to Recommend
7.7
(18 ratings)
6.0
(11 ratings)
Likelihood to Renew
10.0
(14 ratings)
7.0
(6 ratings)
Usability
5.0
(3 ratings)
8.0
(1 ratings)
Availability
10.0
(2 ratings)
-
(0 ratings)
Support Rating
7.0
(2 ratings)
9.0
(1 ratings)
Implementation Rating
5.0
(1 ratings)
9.0
(1 ratings)
Product Scalability
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
Planview DaptivPSA
Likelihood to Recommend
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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Upland Software
We have discovered over the last few years using Tenrox that we could adapt our needs or processes to fit in the Tenrox box rather than adapting Tenrox to fit in ours completely. I feel like Tenrox would be better suited for a company that has fewer clients and projects over the course of a year, as well as fewer users. We have approximately 350 clients, 21,077 projects in Tenrox at this exact moment (we close projects as we can), 188 active users currently, and 415,635 tasks (some of course assigned to now closed projects).
With this much information hosted through the Tenrox cloud server, we experience increased lag time frequently. This causes a lot of unwanted rejection towards Tenrox in our company.
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Pros
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.
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Upland Software
  • We love that our timesheets are pre-populated with all our employee's assigned contracts and we get to control what is on their timesheet as far as funder and contract codes.
  • Tenrox did very well with our integration and getting a timesheet that exports well with our payroll provider.
  • Tenrox has a great email reminder system for when people need to submit or approve timesheets.
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Cons
Planview
  • In my opinion, APIs / integrations are sometimes coming to their limit
  • In my experience, no general archive available - therefore data sets cannot be frozen
  • Data roll-up for different hierarchy levels (program / project / sub-project) is very limited, in my opinion.
  • In my opinion, when having showing a large number projects navigation on project tab is not very handy
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Upland Software
  • Tax calculation per state tax rules. Tenrox's current capabilities relative to tax codes is extremely limited and we have to do several time-consuming work-arounds in order to apply the tax as needed for our business. What is particularly frustrating about this aspect is that our need is based on tax laws and codes set by states and I feel a financial system should be able to sufficiently structure for legally-defined tax codes.
  • Tenrox Project Planning add-on module. This portion of the system has never worked as seamlessly as you would assume given they were designed to work together. We've run in to many bugs and just oddities over the years. It's very finicky in my experience. We only use TPP for a small portion of our projects - those being our smaller or need to have huge task lists per client naming requirements.
  • (The bad that became the good!) In the past, we have had significant customer-service challenges with Tenrox and then Upland, however over the past several months we have noticed a marked change in this. If we had not previously experienced issues with the customer service, I would not have any issue with the level of service that we are currently receiving. Given the history, I am cautiously optimistic that our current level of customer service will continue. I think our service concerns finally reached the 'right' people and I am reasonably confident the positive changes are here to stay!
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Likelihood to Renew
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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Upland Software
I am not in charge of renewing the Tenrox contract. However, if it was up to me, I would renew in a heartbeat. Tenrox is an asset to our organization and it keeps us focused. I am not aware of other products similar to Tenrox that provide the depth that they do.
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Usability
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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Upland Software
I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability. If the expense entry process could be improved completely, it would greatly improve the usability as well. Everything else within Tenrox, makes everything very user friendly.
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Reliability and Availability
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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Upland Software
No answers on this topic
Support Rating
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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Upland Software
The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.
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Implementation Rating
Planview
I recommend using daptiv resources on your implementation to help with setup and training.
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Upland Software
The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.
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Alternatives Considered
Planview
AdaptiveWork might not necessarily have robust Analytical abilities that Daptiv IBM Cognos BI tool have, but from the introduction I have seen of the product it has impressive capabilities. It is still work in progress and still learning about AdaptiveWork and looking forward to implementing and supporting it in the near future.
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Upland Software
The Tenrox software looks and feels older and is not as user friendly! Harvest, for example, is an upgraded version that is easier to track and compile. This is what I'm comparing it to and it's not even close! We only selected Tenrox because it was cheaper and we had a connection in the company with someone at Tenrox to use that platform. We are currently looking for a change.
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Scalability
Planview
We are quickly able to add more users as needed.
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Upland Software
No answers on this topic
Return on Investment
Planview
  • I am in the process of establishing a hard dollar ROI received from Daptiv. However, there have been many soft dollar benefits we have achieved. Soft benefits include IT teams that are more aligned to business objectives, "one version of the truth" for where work is being performed and resources consumed, and more accurate estimation of project requests.
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Upland Software
  • Tracking, tracking, tracking. It keeps the data we need and gives us the ability to look at it in countless different ways with just a few clicks, which is a big time saver. Without Tenrox, we would definitely have to increase our headcount in order to accomplish billing and payroll.
  • We recently were able to automate a huge portion of business that was still (yes, still in 2014!) being managed out of an Excel spreadsheet. We experienced a great deal of resistance to the change with our own employees, however now that we have it going we have cleaned up our invoicing and impressed the highest-financial officer for two consecutive months - our first/only two months billing directly from Tenrox for that group.
  • A newer development for our team - Some client managers in the other divisions our company have begun to look at what we are able to do with Tenrox and our other primary system and get some of their work moved over to our group. This is great and is giving us new opportunities - we will likely need to increase the headcount of our admin. team, but for a good reason (too much work coming our way!).
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ScreenShots

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.