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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

    Smartsheet

    Score8.3 out of 10
    N/ASmartsheet is an online project management and collaboration tool. It includes automated alerts, instantaneous updating and sharing across team members, resource management, nested tasks organized in a hierarchy, a Gantt chart view, exportable and automated reports, and integration with email.

    $12

    per month per user (up to 10 users)

    Pricing
    Planview PortfoliosSmartsheet
    Editions & Modules
    No answers on this topic
    Pro
    $12
    per month per user (up to 10 users)
    Business
    $24
    per month per user (3 user minimum)
    Enterprise
    Contact Sales
    Advanced Work Management
    Contact Sales
    Offerings
    Pricing Offerings
    Planview PortfoliosSmartsheet
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsA discount is offered for annual billing.
    More Pricing Information
    Community Pulse
    Planview PortfoliosSmartsheet
    Considered Both Products
    Planview
    Chose Planview Portfolios
    We are just in the process of deploying AgilePlace and will connect with Portfolios Smartsheet, which does have the functionality we need. We are just starting to use AgilePlace. We have a business group doing a proof of concept.
    Incentivized
    Chose Planview Portfolios
    We are currently in the process of evaluating but so far Planview seems to fit our needs the best. Portfolios was selected prior to me joining the team.
    Incentivized
    Chose Planview Portfolios
    Planview has much more potential in terms of it's products and capabilities. It can integrate more easily with many more of our other products and software. Planview reporting is much more intuitive.
    Incentivized
    Chose Planview Portfolios
    Planview Portfolios has an extremely robust data structure that supports many different use cases. Its customizability, large suite of features, and great customer service makes it a fantastic and scalable solution for many different businesses and business process …
    Incentivized
    Chose Planview Portfolios
    It works on more use cases and better user experience
    Incentivized
    Smartsheet
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    66 Answers
    90%
    Would buy again
    62 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    47 Answers
    97%
    Delivers good value for the price
    58 Answers
    Happy with the feature set
    94%
    Happy with the feature set
    66 Answers
    88%
    Happy with the feature set
    61 Answers
    Lived up to sales and marketing promises
    91%
    Lived up to sales and marketing promises
    30 Answers
    98%
    Lived up to sales and marketing promises
    47 Answers
    Implementation went as expected
    74%
    Implementation went as expected
    34 Answers
    96%
    Implementation went as expected
    51 Answers
    Features
    Planview PortfoliosSmartsheet
    Project Management
    Comparison of Project Management features of Planview Portfolios and Smartsheet
    Feature
    Planview Portfolios
    -
    Ratings
    Smartsheet
    9.1
    129 Ratings
    17% above category average
    Task Management00 Ratings9.8126 Ratings
    Resource Management00 Ratings10.0108 Ratings
    Gantt Charts00 Ratings9.0109 Ratings
    Scheduling00 Ratings9.8111 Ratings
    Workflow Automation00 Ratings9.2100 Ratings
    Team Collaboration00 Ratings10.0122 Ratings
    Support for Agile Methodology00 Ratings8.981 Ratings
    Support for Waterfall Methodology00 Ratings9.079 Ratings
    Document Management00 Ratings9.2101 Ratings
    Email integration00 Ratings9.0100 Ratings
    Mobile Access00 Ratings8.096 Ratings
    Timesheet Tracking00 Ratings9.762 Ratings
    Change request and Case Management00 Ratings8.169 Ratings
    Budget and Expense Management00 Ratings8.075 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Planview Portfolios and Smartsheet
    Feature
    Planview Portfolios
    -
    Ratings
    Smartsheet
    7.9
    66 Ratings
    3% above category average
    Quotes/estimates00 Ratings8.144 Ratings
    Invoicing00 Ratings7.537 Ratings
    Project & financial reporting00 Ratings8.760 Ratings
    Integration with accounting software00 Ratings7.332 Ratings
    Best Alternatives
    Planview PortfoliosSmartsheet
    Small Businesses
    No answers on this topic
    Any.do
    Score8 out of 10
    Medium-sized Companies
    Microsoft Project Server
    Score5.1 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Planview PPM Pro
    Score8.9 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Planview PortfoliosSmartsheet
    Likelihood to Recommend
    8.6
    (113 ratings)
    9.3
    (146 ratings)
    Likelihood to Renew
    9.3
    (18 ratings)
    9.0
    (24 ratings)
    Usability
    7.2
    (13 ratings)
    9.2
    (17 ratings)
    Availability
    9.0
    (3 ratings)
    -
    (0 ratings)
    Performance
    7.1
    (2 ratings)
    10.0
    (1 ratings)
    Support Rating
    7.2
    (13 ratings)
    8.1
    (45 ratings)
    In-Person Training
    6.4
    (1 ratings)
    -
    (0 ratings)
    Online Training
    6.8
    (3 ratings)
    7.0
    (1 ratings)
    Implementation Rating
    10.0
    (4 ratings)
    10.0
    (6 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 PortfoliosSmartsheet
    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
    Smartsheet
    Smartsheet shines for collaboration. When you have multiple people involved with planning events Smartsheet makes it easy to share and collaborate. For instance, multiple people can be in Smartsheet working at the same time. Also setting permissions for exactly those who need to know is quite easy with Smartsheet. For data analytics and general spreadsheet purposes Excel is better but for project management and event planning Smartsheet is superior
    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
    Smartsheet
    • Its hard to overstate the value of familiarity. Being able to use a tool that has some familiarity takes away the time needed to train and orient employees on a new tool and allows an organization to hit the ground running.
    • Smartsheet covers most of the basics of a project management tool, the usual tasks, milestones and project viewing options.
    • For data viewing, you get multiple data viewing options including a calendar view (good for marketing teams and those who work around scheduling), Kanban, Gaant etc
    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
    Smartsheet
    • Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
    • Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency
    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
    Smartsheet
    It definitely meets our needs as far as organizing and archiving our tasks and files. As we train more staff to view it, I see opportunities for more improvement, which I am sure this program can handle. I look forward to seeing continued improvement from Smartsheet on their capabilities and functionality.
    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
    Read full review
    Smartsheet
    Smartsheet is very easy to learn. However, while I have been able to pick it easily, Microsoft Excel and Project super users that I have trained on Smartsheet get bogged down in the differences and can find it frustrating. Explaining the differences ahead of time and why Smartsheet is being chosen instead of a different software seems to counteract those reactions
    Incentivized
    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
    Smartsheet
    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
    Smartsheet
    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
    Smartsheet
    I give this rating because it fills a niche in the market. MS Project scares many away from proper task management but there are limited tools our there, especially cloud-based that are mobile-friendly. Smartsheet fills this market gap, especially for small to medium-sized businesses. IT is not fair to compare it to MS Project, but fairer to see what gaps it fills.
    Incentivized
    Read full review
    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
    Smartsheet
    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
    Smartsheet
    It's absolutely paramount to take a few minutes to actually play with the software. It's nearly impossible to do anything wrong or make a mistake which cannot be fixed easily. Under the help menu is Live Training option. After you familiarize yourself with the commands, watch the live training for some in depth understanding of how to make the software fit your needs perfectly.
    Read full review
    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
    Smartsheet
    Jira and Redmine are much more robust and technologically advanced project management solutions. I enjoy using either when managing a very large project. However, I prefer to use Smartsheet for my smaller to medium sized projects. As for Google Drive - I would say that Google sheets and Smartsheet are almost identical in my opinion when it comes to functionality. Personally I prefer to manage smaller projects via Google Drive, but it is a personal preference!
    Incentivized
    Read full review
    Contract Terms and Pricing Model
    Planview
    Did not help purchase product.
    Incentivized
    Read full review
    Smartsheet
    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
    Smartsheet
    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
    Smartsheet
    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
    Smartsheet
    • This has really opened up collaboration across teams. A lot less working in silos.
    • It hasn't fully replaced any one tool so it means having to go to another place. Hopefully, we can eliminate a tool or two in the next six months.
    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.