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    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

    Sage 100cloud

    Score7.1 out of 10
    Small Businesses (1-50 employees)
    Sage 100 (or Sage 100cloud is a business management software offering a broad range of modules designed to meet the many needs of virtually any business. It encompasses financial operations and accounting, payroll, business intelligence, CRM, eBusiness, manufacturing and distribution.N/A
    Pricing
    Planview PortfoliosSage 100cloud
    Editions & Modules
    No answers on this topic
    Sage 100 ERP Standard
    Custom Pricing
    Per Seat per Month
    Sage 100 ERP Advanced
    Custom Pricing
    Per Seat per Month
    Sage 100 ERP Premium
    Custom Pricing
    Per Seat per Month
    Sage 100 ERP Online
    $0
    Per User per Month
    Offerings
    Pricing Offerings
    Planview PortfoliosSage 100cloud
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Planview PortfoliosSage 100cloud
    Considered Both Products
    Planview
    No answer on this topic
    Sage
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    66 Answers
    100%
    Would buy again
    5 Answers
    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
    100%
    Happy with the feature set
    5 Answers
    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 PortfoliosSage 100cloud
    Payroll Management
    Comparison of Payroll Management features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    7.9
    10 Ratings
    5% above category average
    Pay calculation00 Ratings7.110 Ratings
    Benefit plan administration00 Ratings6.18 Ratings
    Direct deposit files00 Ratings9.510 Ratings
    Customization
    Comparison of Customization features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    3.8
    11 Ratings
    66% below category average
    API for custom integration00 Ratings3.78 Ratings
    Plug-ins00 Ratings3.911 Ratings
    Security
    Comparison of Security features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    9.1
    18 Ratings
    8% above category average
    Single sign-on capability00 Ratings9.817 Ratings
    Role-based user permissions00 Ratings8.317 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    6.8
    20 Ratings
    10% below category average
    Dashboards00 Ratings8.213 Ratings
    Standard reports00 Ratings6.319 Ratings
    Custom reports00 Ratings5.818 Ratings
    General Ledger and Configurable Accounting
    Comparison of General Ledger and Configurable Accounting features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    7.2
    20 Ratings
    7% below category average
    Accounts payable00 Ratings8.120 Ratings
    Accounts receivable00 Ratings8.416 Ratings
    Global Financial Support00 Ratings4.76 Ratings
    Primary and Secondary Ledgers00 Ratings7.29 Ratings
    Journals and Reconciliations00 Ratings8.110 Ratings
    Configurable Accounting00 Ratings7.78 Ratings
    Standardized Processes00 Ratings7.78 Ratings
    Inventory Management
    Comparison of Inventory Management features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    8.3
    14 Ratings
    4% above category average
    Inventory tracking00 Ratings8.214 Ratings
    Automatic reordering00 Ratings8.510 Ratings
    Location management00 Ratings8.18 Ratings
    Order Management
    Comparison of Order Management features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    7.8
    13 Ratings
    2% below category average
    Pricing00 Ratings8.113 Ratings
    Order entry00 Ratings7.713 Ratings
    Credit card processing00 Ratings8.812 Ratings
    Cost of goods sold00 Ratings8.413 Ratings
    Order Orchestration00 Ratings6.46 Ratings
    Subledger and Financial Process
    Comparison of Subledger and Financial Process features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    8.0
    10 Ratings
    6% above category average
    Billing Management00 Ratings6.98 Ratings
    Cash and Asset Management00 Ratings8.19 Ratings
    Travel & Expense Management00 Ratings8.47 Ratings
    Budgetary Control & Encumbrance Accounting00 Ratings8.16 Ratings
    Period Close00 Ratings8.19 Ratings
    Project Financial Management
    Comparison of Project Financial Management features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    8.0
    5 Ratings
    5% above category average
    Budgeting and Forecasting00 Ratings9.04 Ratings
    Project Costing00 Ratings9.03 Ratings
    Cost Capture00 Ratings8.04 Ratings
    Capital Project Management00 Ratings8.63 Ratings
    Customer Contract Compliance00 Ratings7.83 Ratings
    Project Revenue Recognition00 Ratings7.83 Ratings
    Project Execution Management
    Comparison of Project Execution Management features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    5.3
    2 Ratings
    29% below category average
    Project Planning and Scheduling00 Ratings7.02 Ratings
    Task Insight for Project Managers00 Ratings7.02 Ratings
    Project Mobile Functionality00 Ratings5.02 Ratings
    Definable Resource Pools00 Ratings5.01 Ratings
    Grants Management
    Comparison of Grants Management features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    7.0
    2 Ratings
    6% below category average
    Award Lifecycle Management00 Ratings7.02 Ratings
    Procurement
    Comparison of Procurement features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    5.4
    3 Ratings
    27% below category average
    Bids Analyzed and Compared00 Ratings5.01 Ratings
    Contract Authoring00 Ratings5.01 Ratings
    Contract Repository00 Ratings5.01 Ratings
    Requisitions-to-Purchase Orders Integrated00 Ratings10.02 Ratings
    Supplier Management00 Ratings8.13 Ratings
    Risk Management
    Comparison of Risk Management features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    4.4
    1 Ratings
    42% below category average
    Risk Repository00 Ratings5.01 Ratings
    Control Management00 Ratings5.01 Ratings
    Control Efficiency Assessments00 Ratings5.01 Ratings
    Issue Detection00 Ratings3.01 Ratings
    Remediation and Certification00 Ratings4.01 Ratings
    Logistics
    Comparison of Logistics features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    7.8
    4 Ratings
    11% above category average
    Transportation Planning and Optimization00 Ratings10.03 Ratings
    Transportation Execution Management00 Ratings10.02 Ratings
    Trade and Customs Management00 Ratings7.02 Ratings
    Fulfillment Management00 Ratings10.03 Ratings
    Warehouse Workforce Management00 Ratings7.63 Ratings
    Manufacturing
    Comparison of Manufacturing features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    8.3
    5 Ratings
    10% above category average
    Production Process Design00 Ratings8.42 Ratings
    Production Management00 Ratings8.43 Ratings
    Configuration Management00 Ratings10.03 Ratings
    Work Execution00 Ratings10.03 Ratings
    Manufacturing Costs00 Ratings5.03 Ratings
    Supply Chain
    Comparison of Supply Chain features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    7.1
    5 Ratings
    3% below category average
    Forecasting00 Ratings6.04 Ratings
    Inventory Planning00 Ratings7.55 Ratings
    Performance Monitoring00 Ratings7.55 Ratings
    Product Lifecycle Management
    Comparison of Product Lifecycle Management features of Planview Portfolios and Sage 100
    Feature
    Planview Portfolios
    -
    Ratings
    Sage 100
    2.6
    2 Ratings
    96% below category average
    Proposal Management00 Ratings1.01 Ratings
    Product Master Data Management00 Ratings10.02 Ratings
    Best Alternatives
    Planview PortfoliosSage 100cloud
    Small Businesses
    No answers on this topic
    Zoho One
    Score9.1 out of 10
    Medium-sized Companies
    Microsoft Project Server
    Score5.1 out of 10
    Zoho One
    Score9.1 out of 10
    Enterprises
    Planview PPM Pro
    Score8.9 out of 10
    Microsoft Dynamics AX (discontinued)
    Score4.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Planview PortfoliosSage 100cloud
    Likelihood to Recommend
    8.6
    (113 ratings)
    7.4
    (24 ratings)
    Likelihood to Renew
    9.3
    (18 ratings)
    7.6
    (5 ratings)
    Usability
    7.2
    (13 ratings)
    7.6
    (8 ratings)
    Availability
    9.0
    (3 ratings)
    -
    (0 ratings)
    Performance
    7.1
    (2 ratings)
    9.1
    (1 ratings)
    Support Rating
    7.2
    (13 ratings)
    9.0
    (3 ratings)
    In-Person Training
    6.4
    (1 ratings)
    -
    (0 ratings)
    Online Training
    6.8
    (3 ratings)
    -
    (0 ratings)
    Implementation Rating
    10.0
    (4 ratings)
    6.0
    (1 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 PortfoliosSage 100cloud
    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
    Sage
    Sage 100 has been well suited for running the monthly accounts receivable and accounts payable aging reports. This helps us track our accounts that need to be collected and payments that need to be made. Our field operations team has been slow and unwanting to adopt the Sage Field Ops just because they're resistant to change and technology. It's less appropriate for really detailed accounting reports spanning for long periods of time with all accounts because it takes a very long time to run and process.
    Incentivized
    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
    Sage
    • Simple to implement and use. Operation very intuitive so new employees are quickly trained.
    • It is very flexible with many modules and many features allows for easy customization to suit particular needs of any department or company.
    • Context sensitive help, training and support make it easy for a company to operate with out a lot of additional outside tech support.
    • Scalable plenty of room to grow as the business grows without being bloated.
    • Pricing is very reasonable.
    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
    Sage
    • Sage 100 at times will simply not connect to our server, we get remote support & all is well but, that issue tends to happen 2-3X a year.
    • Other than the above, I really can't complain. Coming from a more custom U.V. type database that used a whole bunch of codes to navigate, I think Sage 100 is 10x easier to use.
    Incentivized
    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
    Sage
    I would put this out to bid, if I were at the same organization. There have been a lot of improvements and changes in enterprise software and my preference would be to find a good web-based or cloud-based tool. Lower overall cost of ownership and improved efficiency would be my target criteria for a rebid of this.
    Incentivized
    Read full review
    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
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    Sage
    Overall Sage 100 has been pretty user friendly. If we have a question on anything, we are able to contact our implementation rep who helps us right away. Some of the Sage Field Operations may not be as intuitive for our field personnel to use. I wish the reports ran faster so that we could run and put together many reports quickly at once.
    Incentivized
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    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
    Sage
    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
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    Sage
    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
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    Sage
    Sage Support is very good. I usually get a person on the phone in a short time frame and usually get my issues fixed in one called.
    Incentivized
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    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
    Sage
    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
    Sage
    We had an advantage in implementing the tool in that our director of Ops had been part of the team implementing the ERP for other users so we knew what to expect and were able to avoid a lot of the challenges people sometimes face with implementations. However, the process still took far longer than desired.
    Incentivized
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    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
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    Sage
    I didn't choose Sage 100 ERP -- it was already in use when I started at the organization over five years ago. It has the same types of pros and cons as other big hulking software suites meant to power the infrastructure of corporations. It's slow, tough to customize, and doesn't connect well with other software. It does bring all the information into one place, which is great
    Incentivized
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    Contract Terms and Pricing Model
    Planview
    Did not help purchase product.
    Incentivized
    Read full review
    Sage
    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
    Sage
    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
    Sage
    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
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    Sage
    • Sage 100 overall had a very positive overall ROI for the business. All users were making decisions based on the same information and valuable time was no longer spent trying to analyze data from a number of sources.
    • Moving the warehouses to using Sage 100 reduced the operating expense of the distribution side of the business by 5% on an annual basis (~$100K).
    Incentivized
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    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.

    Sage 100cloud Screenshots

    Screenshot of General Ledger uses our exclusive dual grid entry for quick, efficient, and accurate data entry. The grid entry format allows you to easily customize the data entry screens.