TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    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

    Quantrix

    Score7.4 out of 10
    N/AQuantrix is designed to allow users to address the limitations and risks inherent to spreadsheets when developing business-critical models. According to the vendor, this solution offers unmatched capability for forecasting, planning, budgeting, risk modeling and visual analytics, and also allows users to develop ‘what if’ scenarios and model the financial and operational impact of business decisions. Additionally, the vendor says sharing insight is made easier through the creation of interactive…N/A
    Pricing
    Planview PortfoliosQuantrix
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Planview PortfoliosQuantrix
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Quantrix Modeler is licensed on a per user subscription basis.
    More Pricing Information
    Community Pulse
    Planview PortfoliosQuantrix
    Considered Both Products
    Planview
    No answer on this topic
    Quantrix
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    66 Answers
    No answers on this topic
    Delivers good value for the price
    94%
    Delivers good value for the price
    47 Answers
    No answers on this topic
    Happy with the feature set
    94%
    Happy with the feature set
    66 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    91%
    Lived up to sales and marketing promises
    30 Answers
    No answers on this topic
    Implementation went as expected
    74%
    Implementation went as expected
    34 Answers
    No answers on this topic
    Features
    Planview PortfoliosQuantrix
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Planview Portfolios and Quantrix
    Feature
    Planview Portfolios
    -
    Ratings
    Quantrix
    9.3
    12 Ratings
    14% above category average
    Long-term financial planning00 Ratings9.711 Ratings
    Financial budgeting00 Ratings9.012 Ratings
    Forecasting00 Ratings10.012 Ratings
    Scenario modeling00 Ratings9.012 Ratings
    Management reporting00 Ratings9.012 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Planview Portfolios and Quantrix
    Feature
    Planview Portfolios
    -
    Ratings
    Quantrix
    8.0
    7 Ratings
    3% above category average
    Financial data consolidation00 Ratings8.36 Ratings
    Multi-currency management00 Ratings8.44 Ratings
    Minority Ownership00 Ratings8.04 Ratings
    Local and consolidated reporting00 Ratings8.77 Ratings
    Detailed Audit Trails00 Ratings6.75 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Planview Portfolios and Quantrix
    Feature
    Planview Portfolios
    -
    Ratings
    Quantrix
    9.0
    12 Ratings
    10% above category average
    Financial Statement Reporting00 Ratings9.010 Ratings
    Management Reporting00 Ratings9.012 Ratings
    Automated board and financial reporting00 Ratings9.011 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Planview Portfolios and Quantrix
    Feature
    Planview Portfolios
    -
    Ratings
    Quantrix
    8.5
    12 Ratings
    12% above category average
    Personalized dashboards00 Ratings8.012 Ratings
    Color-coded scorecards00 Ratings6.45 Ratings
    KPIs00 Ratings10.010 Ratings
    Cost and profitability analysis00 Ratings8.610 Ratings
    Key Performance Indicator setting00 Ratings10.011 Ratings
    Benchmarking with external data00 Ratings8.210 Ratings
    Integration
    Comparison of Integration features of Planview Portfolios and Quantrix
    Feature
    Planview Portfolios
    -
    Ratings
    Quantrix
    9.0
    12 Ratings
    11% above category average
    Flat file integration00 Ratings9.012 Ratings
    Excel data integration00 Ratings9.012 Ratings
    Direct links to 3rd-party data sources00 Ratings9.012 Ratings
    Best Alternatives
    Planview PortfoliosQuantrix
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    Microsoft Project Server
    Score5.1 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Planview PPM Pro
    Score8.9 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Planview PortfoliosQuantrix
    Likelihood to Recommend
    8.6
    (113 ratings)
    7.0
    (12 ratings)
    Likelihood to Renew
    9.3
    (18 ratings)
    -
    (0 ratings)
    Usability
    7.2
    (13 ratings)
    8.2
    (1 ratings)
    Availability
    9.0
    (3 ratings)
    -
    (0 ratings)
    Performance
    7.1
    (2 ratings)
    -
    (0 ratings)
    Support Rating
    7.2
    (13 ratings)
    -
    (0 ratings)
    In-Person Training
    6.4
    (1 ratings)
    -
    (0 ratings)
    Online Training
    6.8
    (3 ratings)
    -
    (0 ratings)
    Implementation Rating
    10.0
    (4 ratings)
    -
    (0 ratings)
    Configurability
    8.6
    (3 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    6.4
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    4.0
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    9.0
    (2 ratings)
    -
    (0 ratings)
    Professional Services
    8.4
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    8.0
    (2 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    5.5
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Planview PortfoliosQuantrix
    Likelihood to Recommend
    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
    Quantrix
    If you find yourself in the ocean of traditional spreadsheets, overwhelmed by broken links, errors, model audit problems, hardwiring, etc. here is a lifebuoy for you. If you want to have full flexibility in your budgeting and forecasting in contrast to ERPs with rigid structures and one-size-fits-all concept. If you are small or medium size company and do not want to invest in costly enterprise solutions. If you need a fast implementation https://youtu.be/5W_q5Xhw5fg
    Read full review
    Pros
    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
    Quantrix
    • Building complex financial planning model availing of a multidimensional data structure coupled with a powerful formula language, with the immediacy and intuitiveness typical of spreadsheets
    • Implement quickly model modifications (new products, new scenarios, new time periods) simply adding new "items" to "categories" (corresponding to dimensions in a multidimensional data model)
    • Scale up models to very large datasets with very fast computation times
    • Easily import data from text files, other Quantrix models and external databases via DataLink and DataNAV
    • Save snapshots of tables computed in Quantrix to external databases via DataPush
    Incentivized
    Read full review
    Cons
    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
    Quantrix
    • Hard to be critical of the Quantrix team as I know they strive to produce the best product possible. I suppose the next thing on my wish list would be the application of the new Solver functionality to be available in the Qloud.
    • A big help for new users would be a good book on transitioning from Excel or other environment into Quantrix. I know first hand it can be difficult to transition when having to learn the program through a help guide, forums and tech support. I had a lot of trial and error in my journey to producing the desired models. On one hand it was a valuable method as it taught me a lot of what not to do, but I will admit it was not the most efficient way to do things.
    • Would also love to see local user groups being formed at some point in the future. Quantrix puts on a fantastic conference once a year in beautiful Maine, but it is a big journey for someone in Southern California (and limited to one or two days a year). I would like to see some local chapters formed in different areas of the country so local Quantrix users can get together more often and collaborate (maybe a quarterly or semi-annual meetup?). Our Quantrix community is still relatively small and may be a difficult task for some areas, but is also the very reason why this would be great idea.
    Read full review
    Likelihood to Renew
    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
    Quantrix
    No answers on this topic
    Usability
    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
    Quantrix
    For a newbie it can be difficult until you get the hang of the system. Quantrix is a very logical system, once you understand its underlying ideas.
    Read full review
    Reliability and Availability
    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
    Quantrix
    No answers on this topic
    Performance
    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
    Quantrix
    No answers on this topic
    Support Rating
    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
    Quantrix
    No answers on this topic
    Online Training
    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
    Quantrix
    No answers on this topic
    Implementation Rating
    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
    Quantrix
    No answers on this topic
    Alternatives Considered
    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
    Quantrix
    Overall, I was not part of the ultimate decision to purchase Quantrix. I terms of user-friendliess and robust reporting capabilities I do think Tableau has Quantrix outclassed. That being said, Quantrix does provide more in-depth analyses for our relevant data and provides better modeling for our forecasts out of the box. The accuracy of the tools output is also much better
    Incentivized
    Read full review
    Contract Terms and Pricing Model
    Planview
    Did not help purchase product.
    Incentivized
    Read full review
    Quantrix
    No answers on this topic
    Scalability
    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
    Quantrix
    No answers on this topic
    Professional Services
    Planview
    some resources were great, but too much on their plates to be available
    Incentivized
    Read full review
    Quantrix
    No answers on this topic
    Return on Investment
    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
    Quantrix
    • Capacity forecasting used to take hours to calculate with a ton of manual modifications. Quantrix has automated that so a model can be updated at any time with a click of a button
    • The accuracy of the models is incredible. It took some tweaking to add in data scubbers, but now it runs almost flawlessly
    • The confidence the management teams have in the output of the model is amazing. Before, people would question the output, have you rebuild it, and then compare. Now the report comes out and the output has high confidence.
    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.

    Quantrix Screenshots

    Product screenshotProduct screenshotProduct screenshot