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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 HRMS

    Score9.8 out of 10
    N/ASage HRMS is an HR management solution that integrates payroll, benefits, recruiting, employee self-service, and analytics capabilities.N/A
    Pricing
    Planview PortfoliosSage HRMS
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Planview PortfoliosSage HRMS
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Planview PortfoliosSage HRMS
    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
    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 PortfoliosSage HRMS
    Human Resource Management
    Comparison of Human Resource Management features of Planview Portfolios and Sage HRMS
    Feature
    Planview Portfolios
    -
    Ratings
    Sage HRMS
    5.5
    9 Ratings
    39% below category average
    Employee demographic data00 Ratings8.08 Ratings
    Employment history00 Ratings8.09 Ratings
    Job profiles and administration00 Ratings1.39 Ratings
    Workflow for transfers, promotions, pay raises, etc.00 Ratings7.99 Ratings
    Organizational charting00 Ratings6.04 Ratings
    Organization and location management00 Ratings6.06 Ratings
    Compliance data (COBRA, OSHA, etc.)00 Ratings1.27 Ratings
    Payroll Management
    Comparison of Payroll Management features of Planview Portfolios and Sage HRMS
    Feature
    Planview Portfolios
    -
    Ratings
    Sage HRMS
    4.8
    7 Ratings
    52% below category average
    Pay calculation00 Ratings6.17 Ratings
    Support for external payroll vendors00 Ratings4.04 Ratings
    Off-cycle/On-Demand payment00 Ratings6.92 Ratings
    Benefit plan administration00 Ratings2.16 Ratings
    Direct deposit files00 Ratings8.07 Ratings
    Salary revision and increment management00 Ratings3.06 Ratings
    Reimbursement management00 Ratings3.27 Ratings
    Leave and Attendance Management
    Comparison of Leave and Attendance Management features of Planview Portfolios and Sage HRMS
    Feature
    Planview Portfolios
    -
    Ratings
    Sage HRMS
    1.2
    7 Ratings
    149% below category average
    Approval workflow00 Ratings1.26 Ratings
    Balance details00 Ratings1.27 Ratings
    Annual carry-forward and encashment00 Ratings1.06 Ratings
    Employee Self Service
    Comparison of Employee Self Service features of Planview Portfolios and Sage HRMS
    Feature
    Planview Portfolios
    -
    Ratings
    Sage HRMS
    3.9
    8 Ratings
    72% below category average
    View and generate pay and benefit information00 Ratings4.18 Ratings
    Update personal information00 Ratings4.27 Ratings
    View company policy documentation00 Ratings1.16 Ratings
    Employee recognition00 Ratings6.04 Ratings
    View job history00 Ratings4.05 Ratings
    Asset Management
    Comparison of Asset Management features of Planview Portfolios and Sage HRMS
    Feature
    Planview Portfolios
    -
    Ratings
    Sage HRMS
    7.0
    2 Ratings
    14% below category average
    Tracking of all physical assets00 Ratings7.02 Ratings
    HR Reporting
    Comparison of HR Reporting features of Planview Portfolios and Sage HRMS
    Feature
    Planview Portfolios
    -
    Ratings
    Sage HRMS
    3.7
    8 Ratings
    69% below category average
    Report builder00 Ratings2.07 Ratings
    Pre-built reports00 Ratings1.28 Ratings
    Ability to combine HR data with external data00 Ratings8.06 Ratings
    Onboarding
    Comparison of Onboarding features of Planview Portfolios and Sage HRMS
    Feature
    Planview Portfolios
    -
    Ratings
    Sage HRMS
    7.0
    4 Ratings
    14% below category average
    New hire portal00 Ratings7.04 Ratings
    Manager tracking tools00 Ratings7.03 Ratings
    Performance and Goals
    Comparison of Performance and Goals features of Planview Portfolios and Sage HRMS
    Feature
    Planview Portfolios
    -
    Ratings
    Sage HRMS
    7.3
    2 Ratings
    10% below category average
    Corporate goal setting00 Ratings8.01 Ratings
    Individual goal setting00 Ratings7.02 Ratings
    Line-of sight-visibility00 Ratings8.01 Ratings
    Performance tracking00 Ratings6.02 Ratings
    Performance Management
    Comparison of Performance Management features of Planview Portfolios and Sage HRMS
    Feature
    Planview Portfolios
    -
    Ratings
    Sage HRMS
    7.8
    5 Ratings
    2% below category average
    Performance plans00 Ratings9.03 Ratings
    Performance improvement plans00 Ratings8.03 Ratings
    Review status tracking00 Ratings7.03 Ratings
    Review reminders00 Ratings8.04 Ratings
    Multiple review frequency00 Ratings7.03 Ratings
    Succession Planning
    Comparison of Succession Planning features of Planview Portfolios and Sage HRMS
    Feature
    Planview Portfolios
    -
    Ratings
    Sage HRMS
    8.5
    1 Ratings
    8% above category average
    Create succession plans/pools00 Ratings9.01 Ratings
    Candidate ranking00 Ratings8.01 Ratings
    Candidate search00 Ratings8.01 Ratings
    Candidate development00 Ratings9.01 Ratings
    Recruiting / ATS
    Comparison of Recruiting / ATS features of Planview Portfolios and Sage HRMS
    Feature
    Planview Portfolios
    -
    Ratings
    Sage HRMS
    7.6
    3 Ratings
    4% below category average
    Job Requisition Management00 Ratings5.02 Ratings
    Company Website Posting00 Ratings7.23 Ratings
    Publish to Social Media00 Ratings9.01 Ratings
    Job Search Site Posting00 Ratings7.01 Ratings
    Duplicate Candidate Prevention00 Ratings8.01 Ratings
    Applicant Tracking00 Ratings8.02 Ratings
    Notifications and Alerts00 Ratings9.01 Ratings
    Best Alternatives
    Planview PortfoliosSage HRMS
    Small Businesses
    No answers on this topic
    UZIO
    Score9.4 out of 10
    Medium-sized Companies
    Microsoft Project Server
    Score5.1 out of 10
    Zoho People
    Score8.6 out of 10
    Enterprises
    Planview PPM Pro
    Score8.9 out of 10
    PeopleStrong
    Score10 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Planview PortfoliosSage HRMS
    Likelihood to Recommend
    8.6
    (113 ratings)
    1.2
    (10 ratings)
    Likelihood to Renew
    9.3
    (18 ratings)
    8.0
    (1 ratings)
    Usability
    7.2
    (13 ratings)
    -
    (0 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 PortfoliosSage HRMS
    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 HRMS is a software that fits in all organizations whether small or large and this makes it the most suitable HR solution as it will help you manage your workforce even if it may appear small. The software has analytics and reporting tools that are applicable in performance management where you will use them in assessing the productivity of your employees and plan on how to improve further as a workforce. It further helps in employee on-boarding, payroll management, and talent management
    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
    • Ability to see history (like job history) easily at a glance.
    • Ability to make changes easily.
    • Organizing info in the employee record.
    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
    • We changed our chart of accounts. The system does not allow you to change the numbering format, so we had to start over with new databases.
    • The tax return portion of the software does not file local taxes. We would definitely like to see this functionality in the future.
    • The payroll piece does not handle complicated move up and move downs for union pay. This could definitely be improved upon.
    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 do not work with this software anymore, and I am not involved with the renewal of it. However, if I were, I would still suggest using it unless something better was introduced
    Incentivized
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    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
    Sage
    No answers on this topic
    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
    Read full review
    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
    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
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    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
    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
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    Sage
    Sage HRMS was very cost effective for a non-profit. It does all that we needed as a company and more. It also allows us to handle payroll ourselves instead of outsourcing [it].
    Incentivized
    Read full review
    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
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    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
    • there can be a high ROI when processing payroll in house compared to outsourced. Not to mention the flexibility you gain.
    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.