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.
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Quickbase
Score 9.2 out of 10
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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
Planview Portfolios
Quickbase
Editions & Modules
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
Planview Portfolios
Quickbase
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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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 work as a Hospital Manager and in our hospital we need various equipment and advanced machines that can diagnose the best and give us the best results so that we can analyse the patient's best possible condition. Getting new machines and types of equipment is not an easy task we need so many planning the funds for the projects and implementation of those machines can become challenging part if we don't have a proper roadmap of resource management, funds, vendors suppliers, etc. Here Planview Portfolio smartly computes the all data counts all the variables and gives us the best roadmap to follow it is very useful to get crucial projects in organizations. If the organization doesn't have multiple projects or they work in a monotonous way then this tool might not be the best option for them.
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.
Capture potential opportunities using the Requests Module and analyze and rank these opportunities via lifecycles and promote (dispatch) approved opportunities into Projects. Information captured during the request process automatically get transferred to projects.
Robust schedule management; time reporting; resource management and financial planning and management
Risk and Issue management controlled via robust lifecycles.
Extensive reporting capabilities via SSRS and Power BI Dashboards and delivered to users via tiles in Project and Portfolio views.
this is the area I can see Planview Portfolios is very much lagging behind. If you see Atlassian, they are having a robust API information and using that we can securely access the necessary information based on the role. I think a similar kind of approach need to done in Planview Portfolios as well.
User Information and Resource information is separate. Expecting that, during the User creation, when a resource is linked, automatically all the basic fields should be populated with the values, also if a person is having an User account there is no way for that person to know that what User role that he/she is having. Also none of the reports covering that details.
Automation - It's mentioned using the UiPath some of the Automation has been done in the User creation but don't find any necessary document for better understanding.
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.
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.
I feel it is very difficult to use, and very limiting and of over complicated in it's basic project management basic functions. In my opinion it is over engineered to the point of un-useful
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.
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.
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.
Consultants are knowledgeable and friendly; it is easy to build relationships with the support people you work with and they learn how best to help you. The vendor is continuously looking for honest feedback about their tool and they use that information to design their product roadmaps
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.
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
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.
Odoo, like this platform, has allowed us to efficiently organize our projects so that they can be prioritized by importance, to know which is the most urgent, in addition, it has also allowed us to assign work in an organized way among our collaborators, and their reports have allowed us to improve.
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.
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.
It has improved Resource Management. We now consistently represent resource available-to-promise against operational commitments, other projects, q-end commitments, vacations, etc.
It has improved our quality of forecasting. We now model project changes and future requests against available time and resources ("what-if" scenarios).
It has improved our strategic focus. We now manage our projects from a program/portfolio point of view to ensure we are resourcing company strategic initiatives.
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
