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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Microsoft BI (MSBI)

    Score8.5 out of 10
    N/AMicrosoft BI is a business intelligence product used for data analysis and generating reports on server-based data. It features unlimited data analysis capacity with its reporting engine, SQL Server Reporting Services alongside ETL, master data management, and data cleansing.

    $14

    per month per user

    Planview Portfolios

    Score8.5 out of 10
    N/APlanview 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
    Microsoft BI (MSBI)Planview Portfolios
    Editions & Modules
    Power BI Pro
    $14
    per month per user
    Power BI Premium
    $24
    per month per user
    No answers on this topic
    Offerings
    Pricing Offerings
    Microsoft BI (MSBI)Planview Portfolios
    Free Trial
    NoNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Microsoft BI (MSBI)Planview Portfolios
    Considered Both Products
    Microsoft
    No answer on this topic
    Planview
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    15 Answers
    94%
    Would buy again
    66 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    15 Answers
    94%
    Delivers good value for the price
    47 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    15 Answers
    94%
    Happy with the feature set
    66 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    13 Answers
    91%
    Lived up to sales and marketing promises
    30 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    11 Answers
    74%
    Implementation went as expected
    34 Answers
    Features
    Microsoft BI (MSBI)Planview Portfolios
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Microsoft BI (MSBI) and Planview Portfolios
    Feature
    Microsoft BI (MSBI)
    9.0
    53 Ratings
    10% above category average
    Planview Portfolios
    -
    Ratings
    Pixel Perfect reports8.546 Ratings00 Ratings
    Customizable dashboards9.653 Ratings00 Ratings
    Report Formatting Templates8.951 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Microsoft BI (MSBI) and Planview Portfolios
    Feature
    Microsoft BI (MSBI)
    8.5
    53 Ratings
    6% above category average
    Planview Portfolios
    -
    Ratings
    Drill-down analysis8.548 Ratings00 Ratings
    Formatting capabilities8.253 Ratings00 Ratings
    Integration with R or other statistical packages8.342 Ratings00 Ratings
    Report sharing and collaboration8.953 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Microsoft BI (MSBI) and Planview Portfolios
    Feature
    Microsoft BI (MSBI)
    8.5
    52 Ratings
    3% above category average
    Planview Portfolios
    -
    Ratings
    Publish to Web9.348 Ratings00 Ratings
    Publish to PDF9.148 Ratings00 Ratings
    Report Versioning7.444 Ratings00 Ratings
    Report Delivery Scheduling8.547 Ratings00 Ratings
    Delivery to Remote Servers8.426 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Microsoft BI (MSBI) and Planview Portfolios
    Feature
    Microsoft BI (MSBI)
    8.7
    52 Ratings
    9% above category average
    Planview Portfolios
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)9.651 Ratings00 Ratings
    Location Analytics / Geographic Visualization8.748 Ratings00 Ratings
    Predictive Analytics7.745 Ratings00 Ratings
    Pattern Recognition and Data Mining8.76 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Microsoft BI (MSBI) and Planview Portfolios
    Feature
    Microsoft BI (MSBI)
    9.3
    53 Ratings
    9% above category average
    Planview Portfolios
    -
    Ratings
    Multi-User Support (named login)9.449 Ratings00 Ratings
    Role-Based Security Model9.347 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.949 Ratings00 Ratings
    Report-Level Access Control9.36 Ratings00 Ratings
    Single Sign-On (SSO)9.431 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Microsoft BI (MSBI) and Planview Portfolios
    Feature
    Microsoft BI (MSBI)
    8.0
    42 Ratings
    4% above category average
    Planview Portfolios
    -
    Ratings
    Responsive Design for Web Access8.239 Ratings00 Ratings
    Mobile Application8.030 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile7.739 Ratings00 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Microsoft BI (MSBI) and Planview Portfolios
    Feature
    Microsoft BI (MSBI)
    8.5
    24 Ratings
    9% above category average
    Planview Portfolios
    -
    Ratings
    REST API9.221 Ratings00 Ratings
    Javascript API8.821 Ratings00 Ratings
    iFrames8.820 Ratings00 Ratings
    Java API8.718 Ratings00 Ratings
    Themeable User Interface (UI)8.021 Ratings00 Ratings
    Customizable Platform (Open Source)7.319 Ratings00 Ratings
    Best Alternatives
    Microsoft BI (MSBI)Planview Portfolios
    Small Businesses
    Cyfe
    Score4 out of 10
    No answers on this topic
    Medium-sized Companies
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Microsoft Project Server
    Score5.1 out of 10
    Enterprises
    Jaspersoft Community Edition
    Score7 out of 10
    Planview PPM Pro
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Microsoft BI (MSBI)Planview Portfolios
    Likelihood to Recommend
    8.9
    (77 ratings)
    8.6
    (113 ratings)
    Likelihood to Renew
    8.0
    (25 ratings)
    9.3
    (18 ratings)
    Usability
    8.9
    (19 ratings)
    7.2
    (13 ratings)
    Availability
    9.5
    (2 ratings)
    9.0
    (3 ratings)
    Performance
    7.0
    (2 ratings)
    7.1
    (2 ratings)
    Support Rating
    8.9
    (15 ratings)
    7.2
    (13 ratings)
    In-Person Training
    6.9
    (3 ratings)
    6.4
    (1 ratings)
    Online Training
    8.5
    (2 ratings)
    6.8
    (3 ratings)
    Implementation Rating
    9.6
    (7 ratings)
    10.0
    (4 ratings)
    Configurability
    10.0
    (2 ratings)
    8.6
    (3 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    6.4
    (1 ratings)
    Data Sharing and Collaboration
    8.5
    (42 ratings)
    -
    (0 ratings)
    Data Sources
    8.4
    (41 ratings)
    -
    (0 ratings)
    Ease of integration
    -
    (0 ratings)
    4.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    9.0
    (2 ratings)
    Professional Services
    -
    (0 ratings)
    8.4
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    8.0
    (2 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    5.5
    (1 ratings)
    User Testimonials
    Microsoft BI (MSBI)Planview Portfolios
    Likelihood to Recommend
    Microsoft
    Microsoft BI has a lot of features and is a very powerful tool, especially if you have folks on your team that know how to utilize all of its capabilities. To truly unlock all that it can do, it does require people to have a deep understanding of its capabilities. That's where the software really shines. If you are looking for a simpler, more basic reporting tool, there are other programs available that do not require such a steep learning curve.
    Incentivized
    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.
    Incentivized
    Read full review
    Pros
    Microsoft
    • Comparatively easy to use compared to other data analytics solutions, collaborating with other colleagues on data work is simple.
    • Using Visual Studio for database, ETL, reporting, and analytics development save time and money.
    • Transfer of data from one application to another via Excel and comparison of data attributes between applications
    • Dashboard functionality, as well as Python support, are available, allowing you to add additional charts and graphs.
    Incentivized
    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.
    Incentivized
    Read full review
    Cons
    Microsoft
    • MSBI designs can work on increasing data processing capabilities enough to handle the huge datasets etc.
    • It would be a lot better if it is a little low on cost.
    • it needs to create opportunities little more than they do regarding customization of some very unique visualization effects
    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.
    Incentivized
    Read full review
    Likelihood to Renew
    Microsoft
    Microsoft BI is fundamental to our suite of BI applications. That being said, Northcraft Analytics is focused on delighting our customers, so if the underlying factors of our decision change, we would choose to re-write our BI applications on a different stack. Luckily, mathematics are the fundamental IP of our technology... and is portable across all BI platforms for the foreseeable future.
    Read full review
    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.
    Read full review
    Usability
    Microsoft
    The Microsoft BI tools have great usability for both developers and end users alike. For developers familiar with Visual Studio, there is little learning curve. For those not, the single Visual Studio IDE means not having to learn separate tools for each component. For end-users, the web interface for SSRS is simple to navigate with intuitive controls. For ad-hoc analysis, Excel can connect directly to SSAS and provide a pivot table like experience which is familiar to many users. For database development, there is beginning to be some confusion, as there are now three tool choices (VS, SSMS, Azure Data Studio) for developers. I would like to see Azure Data Studio become the superset of SSMS and eventually supplant it.
    Incentivized
    Read full review
    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
    Incentivized
    Read full review
    Reliability and Availability
    Microsoft
    The product has been reliable.
    Read full review
    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.
    Read full review
    Performance
    Microsoft
    SQL Server Reporting Services (SSRS) can drag at times. We created two report servers and placed them under an F5 load balancer. This configuration has worked well. We have seen sluggish performance at times due to the Windows Firewall.
    Read full review
    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.
    Incentivized
    Read full review
    Support Rating
    Microsoft
    MSBI natively has a site that allows you to vote on user enhancements and bug fixes. This allows the largest nagging issues to float to the top and the development team can prioritize accordingly. As mentioned earlier, the large community base of MSBI developers assist technical resources in handling technical questions.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    In-Person Training
    Microsoft
    This training was more directed toward what the product was capable of rather than actual programming.
    Read full review
    Planview
    No answers on this topic
    Online Training
    Microsoft
    I have used on-line training from Microsoft and from Pragmatic Works. I would recommend Pragmatic Works as the best way to get up to speed quickly, and then use the Microsoft on-line training to deep dive into specific features that you need to get depth with.
    Read full review
    Planview
    Generally good. Sometimes, users are a bit overwhelmed, and it takes multiple sessions for them to get the hang of it.
    Incentivized
    Read full review
    Implementation Rating
    Microsoft
    We are a consulting firm and as such our best resources are always billing on client projects. Our internal implementation has weaknesses, but that's true for any company like ours. My rating is based on the product's ease of implementation.
    Read full review
    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
    Read full review
    Alternatives Considered
    Microsoft
    We have used the built in ConnectWise Manager reports and custom reports. The reports provide static data. PowerBI shows us live data we can drill down into and easily adjust parameters. It's much more useful than a static PDF report.
    Incentivized
    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.
    Incentivized
    Read full review
    Contract Terms and Pricing Model
    Microsoft
    No answers on this topic
    Planview
    Did not help purchase product.
    Incentivized
    Read full review
    Scalability
    Microsoft
    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.
    Incentivized
    Read full review
    Professional Services
    Microsoft
    No answers on this topic
    Planview
    some resources were great, but too much on their plates to be available
    Incentivized
    Read full review
    Return on Investment
    Microsoft
    • As a SaaS provider we see being able to provide self-service BI to our client users as a competitive advantage. In fact the MSSQL enabled BI is a contributing factor to many winning RFPs we have done for prospective client organisations.
    • However MSSQL BI requires extensive knowledge and skills to design and develop data warehouses & data models as a foundation to support business analysts and users to interrogate data effectively and efficiently. Often times we find having strong in-house MSSQL expertise is a bless.
    Incentivized
    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.
    Incentivized
    Read full review
    ScreenShots

    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: 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: Planview can be used to pivot plans and key priorities at any time, and continue planning as needed based on organizational strategies and goals. It offers a portfolio mix of investments, initiatives, products, and projects.Screenshot of GENERATIVE AI ASSISTANT: Planview Copilot taps into 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 understand insights from organizational data – and it does this using a natural language interface.