Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.
$0
per year per user
Planview Portfolios
Score 8.5 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
Quickbase
Score 8.6 out of 10
N/A
Quickbase helps users tackle any project, no matter how complex. Quickbase helps customers see, connect and control complex projects. Whether it’s raising a skyscraper or coordinating vaccine rollouts, the no-code software platform allows business users to custom fit solutions to the way they work – using information from across the systems they already have.
$700
per month
Pricing
Planful
Planview Portfolios
Quickbase
Editions & Modules
No answers on this topic
No answers on this topic
Enterprise
Full Customizable
per month/billed annually
Business
Starting at $2,200
per month
Team
Started at $700
per month
Offerings
Pricing Offerings
Planful
Planview Portfolios
Quickbase
Free Trial
No
No
Yes
Free/Freemium Version
No
No
No
Premium Consulting/Integration Services
Yes
No
Yes
Entry-level Setup Fee
Required
No setup fee
Optional
Additional Details
Please visit our website to submit a request for more information on pricing.
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Quickbase offers three key plans, with feature distinction, simple and consistent entitlements, and a flexible licensing model, giving users the option of either user based or usage based licensing across all 3 plans.
I think it is a useful tool from a reporting standpoint. It does a good job of data aggregation from different sources, even if slow at times. I think the tools for building forecasting and budgeting templates are straight forward but allow for a level of complexity that make it both easy to use but also allow for complex builds so that our models can take into account many different variables that drive our daily performance.
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.
I no longer think that Quickbase is the way of the future. They do not fix major bugs in a timely manner, and are releasing basic functionality behind a paywall. I believe that Enterprise Level Tier should be given certain things, like SLAs on Support and up-time. However, as a low-code no-code platform the majority of the accounts, "builders", and users are not going to be able to justify the cost of an Enterprise Tier Plan, and won't be able to use the features that Quickbase continues to advertise.
Creating forecasts for the month, quarter, and year
Creating new variables by using variables pre-defined and that are new in the system
Having a very simple setup in the reports section - not straying away from the old Excel model which most people are used to. I can speak for a lot of people when I say that tools that look new can easily be frightening! 😅
I'd like to see a link on email notices that take you directly into said notice. On an app that only has 1 or 2 email notices firing, there's no issue. However, we have some tools that are so complex that they have about 20 email notices firing at any given time based on the action users take. In this case, if we have to go in to modify a notice, we have to guess or scroll down the long list of notices to see which one we need to customize. It would be great if Quickbase had the URL of said notice somewhere at the footer of that notice so when Administrators click on it, it takes them into the exact notice they need to update.
When filling out or reviewing a lengthy form, I'd like to see the Save & close button, as well as a Save & next option at the bottom of the form rather than having to scroll back up to the top of those forms just to click on those choices.
Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.
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.
For our use-case of QuickBase, there really aren't any other products out there that can offer us the same out-of-the-box solutions they provide to us. We're also so integrated with it in our daily processes that to move away from it abruptly would cause mass chaos, so it's going to be renewed for at least the next several years.
The tool is extremely adaptable, and it enables very quick querying to give us opportunity to gain live insights into the business. Given its adaptability, we are also able to create scenario analyses very quickly in rapidly changing environments. The formatting also enables us to provide this information in a very consumable manner.
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
Quick Base has done everything we have asked it to do and then some. Our original goal was to have one system for CRM that encompassed both the sales process and the customer management. We have gone w-a-y beyond that with analytics, project management, system bug logging, and historical effort reporting.
I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.
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.
Once we did get Quick Base configured and customized it was reliably available when we needed it. We may have had one or two occasions when the product was inaccessible but those were few. The greatest challenge with its availability was its difficulty with integrating with our systems.
Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.
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.
Some of our tables that hold over a million records are starting to perform poorly, with some summaries taking over 20 seconds to load. This may be an indication that it is best to archive old data when reaching large volumes like this.
Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support
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.
If you utilize the community, the support is amazing. Unfortunately, I find their actual support system a bit underwhelming. They don't seem to have a great process for interacting directly with an issue and often sweep significant issues under the rug by categorizing them as "Enhancement" ideas or legacy items.
My team has attended training offered several times before/during the Planful Perform conference. This training has been extremely useful and we always learn something we didn't know prior to the training. The trainers are always very knowledgeable and more than willing to help each and every user after the training with specific questions regarding their environment.
Planful provides a lot of online training support. There's so many options for training. Admin Learning Courses, User Learning Courses. Plus they have several webinars devoted to the tool and the new features they release. New Releases can be practiced in a Sandbox Environment prior to going live in Production
Quick Base already is having a separate portal of providing training to customers and it is very easy to use and updates as per the new features added in to the application
After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.
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
I was not directly involved with the initial account implementation, only a bystander. For the app I directly implemented for my department only, I wish I had know to create an app diagram first. I don't remember if that was suggested. I think that would be a great help tip tool when a new app is created, to have a page with a check list of what is needed or how to get started. If you are a regular app builder, then you can bypass it or have the ability to turn it off in the app settings.
Prior to joining the company, we tried to implement Vena but were unsuccessful. There we're a few reasons it didn't work out, but a lot of it related to the implementation team they provided. In just the first week with Planful, we achieved more progress than we did in several months with Vena.
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.
Well, there's a plethora of low-code tools out on the marketplace and, you know, there's a reason that we've decided to partner with QuickBase because it has all the right balance of the ability to integrate with the ability for a citizen developer to create apps successfully. So if you look at something like Zo Ho's low-code offering, for example, yes, there are some similarities there, but they're really dependent on all of their other licensed products to get you where you want to be, where with QuickBase you have the ability to truly create something custom.
From our experience, Planful is only used in 2 overhead departments in our organization. We easily added another overhead department, but they decided against using Planful for their workforce and financial planning. Removing them from our environment was extremely easy.
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.
It has evolved really well with our company, but there is a hard limit to the table size that has begun to affect us and not let us grow. The table size limit is set at 500 MB and we have had to jump through quite a few hoops to be able to get by.
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.
ROI is HUGE. Our company saved over 3.5 million in one year alone based on developments that year in Quickbase that saved time for many teams
Less user error - implementing automations and standardized workflows has led to less user error as was previously seen by maintaining spreadsheets or Smartsheets
