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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Microsoft Excel

    Score9 out of 10
    N/AMicrosoft Excel is a spreadsheet application available as part of Microsoft 365 (Office 365), or standalone, in cloud-based and on-premise editions.

    $6.99

    per month

    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 ExcelPlanview Portfolios
    Editions & Modules
    Excel with Microsoft 365
    $6.99
    per month
    Excel for 1 PC or Mac
    $139.99
    perpetual license
    No answers on this topic
    Offerings
    Pricing Offerings
    Microsoft ExcelPlanview Portfolios
    Free Trial
    YesNo
    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 ExcelPlanview Portfolios
    Considered Both Products
    Microsoft
    No answer on this topic
    Planview
    Chose Planview Portfolios
    We are just in the process of deploying AgilePlace and will connect with Portfolios Smartsheet, which does have the functionality we need. We are just starting to use AgilePlace. We have a business group doing a proof of concept.
    Incentivized
    Chose Planview Portfolios
    No experience with the previous product.
    Incentivized
    Key User Insights
    Would buy again
    99%
    Would buy again
    78 Answers
    94%
    Would buy again
    66 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    70 Answers
    94%
    Delivers good value for the price
    47 Answers
    Happy with the feature set
    96%
    Happy with the feature set
    76 Answers
    94%
    Happy with the feature set
    66 Answers
    Lived up to sales and marketing promises
    96%
    Lived up to sales and marketing promises
    46 Answers
    91%
    Lived up to sales and marketing promises
    30 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    54 Answers
    74%
    Implementation went as expected
    34 Answers
    Best Alternatives
    Microsoft ExcelPlanview Portfolios
    Small Businesses
    Stackby
    Score8.8 out of 10
    No answers on this topic
    Medium-sized Companies
    Google Sheets
    Score8.9 out of 10
    Microsoft Project Server
    Score5.1 out of 10
    Enterprises
    Google Sheets
    Score8.9 out of 10
    Planview PPM Pro
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Microsoft ExcelPlanview Portfolios
    Likelihood to Recommend
    9.0
    (78 ratings)
    8.6
    (113 ratings)
    Likelihood to Renew
    9.9
    (7 ratings)
    9.3
    (18 ratings)
    Usability
    8.5
    (23 ratings)
    7.2
    (13 ratings)
    Availability
    10.0
    (2 ratings)
    9.0
    (3 ratings)
    Performance
    10.0
    (2 ratings)
    7.1
    (2 ratings)
    Support Rating
    10.0
    (2 ratings)
    7.2
    (13 ratings)
    In-Person Training
    -
    (0 ratings)
    6.4
    (1 ratings)
    Online Training
    -
    (0 ratings)
    6.8
    (3 ratings)
    Implementation Rating
    8.0
    (1 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)
    Ease of integration
    10.0
    (2 ratings)
    4.0
    (1 ratings)
    Product Scalability
    10.0
    (2 ratings)
    9.0
    (2 ratings)
    Professional Services
    -
    (0 ratings)
    8.4
    (2 ratings)
    Vendor post-sale
    10.0
    (2 ratings)
    8.0
    (2 ratings)
    Vendor pre-sale
    10.0
    (2 ratings)
    5.5
    (1 ratings)
    User Testimonials
    Microsoft ExcelPlanview Portfolios
    Likelihood to Recommend
    Microsoft
    I don't really know another program as powerful as Excel. I've used Google Doc programs but do not feel they come close. So far, anytime I've needed a table of some sort for data, whether it's budget oriented or information off a survey, the best system has been Excel. We do web audits on occasion and we create an Excel worksheet featuring every URL of the pages we're auditing, notes, data about the content, information about files attached to the page and other information to help us determine what pages need updating, deleting or otherwise. We also use Excel primarily to export our Google Analytics to in order for us to create reports for clients that need to see specific information about their traffic.
    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
    • It is very good at embedded formulas and tying cells to one another
    • It allows me to compare deals terms on a side-by-side basis and talk my clients through it easily.
    • It is very helpful as well in terms of allowing me to filter/sort results in many different ways depending on what specific information I am most interested in prioritizing.
    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
    • Excel offers collaboration features that allow multiple users to work on the same spreadsheet, but managing changes made by different users can be challenging. Excel could improve its features by offering more granular control, better tracking of changes, and more robust conflict resolution tools.
    • Itcan be a barrier to productivity when importing and exporting data from other applications or file formats. To improve its features, it should offer better support for standard file formats and more robust error handling and reporting tools.
    • Excel can be challenging for finance students and working professionals, but it can be improved by offering more robust tutorials, better documentation, and more user communities and support forums.
    Incentivized
    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
    Excel remains the industry standard for spreadsheets and has maintained simple and straight-forward formula writing methods. Although there is a learning curve to do more complex calculations, there are countless help sites and videos on the Internet for almost any need.
    Incentivized
    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
    I'm giving it a 7 because it is my go to. But the fact other prefer Google Sheets when working with a team does get irritating. I've used the online version of Microsoft Excel that other teams can get into and it still seems behind Google Sheets. It's a little clanky and slow? If that's even a term.
    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
    I have rarely, if ever, had issues with its availability.
    Incentivized
    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
    Excel load and performs calculations immediately. It integrate well with all Microsoft Office applications and does not slow them down.
    Incentivized
    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
    I have not had to use it often, but it is good.
    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
    Online Training
    Microsoft
    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.
    Incentivized
    Read full review
    Implementation Rating
    Microsoft
    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
    Read full review
    Alternatives Considered
    Microsoft
    Out of Microsoft Excel, Microsoft Power BI, IBM SPSS, and Google Sheets, Microsoft Excel is by far the most common tool used for anything data-related across organizations. Accordingly, our organization has also implemented Microsoft Excel as a first-step tool. We recently adopted Microsoft Power BI (the free version), and use it occasionally (mostly for creating dashboards), but it is less commonly understood by stakeholders across our organization and by our clients. Accordingly, Microsoft Excel is more user-friendly and because of its popularity, we can easily look up how to do things in the program online. Google Sheets is a comparable alternative to Microsoft Excel, but because it's cloud-based and we have sensitive data that needs to be protected, we chose against using this software. Finally, a few users (including myself) have access to and utilize IBM's SPSS. For my role, it's a helpful tool to do more rigorous analyses. However, because of its cost and limited functionality as a simple spreadsheet, we only use it for more complex analyses.
    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
    N/A I was not involved in this process.
    Incentivized
    Read full review
    Planview
    Did not help purchase product.
    Incentivized
    Read full review
    Scalability
    Microsoft
    Each user can use it to whatever level of expertise they have. It remains the same so users can contribute to another's work regardless of whether they have more or less expertise
    Incentivized
    Read full review
    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
    • Excel has positively impacted the business as it has increased our efficiency.
    • It also saves us the time that we would have spent on making the calculations that it does for us.
    • Since it works on all devices and is compatible with both Windows and Mac, we do not have to invest in any other alternative.
    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.