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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

    Synoptix

    Score7.5 out of 10
    Mid-Size Companies (51-1,000 employees)
    Synoptic provides ERP financial reporting tools and analysis. This solution is designed to deliver real-time data. The vendor’s value proposition is that their solution empowers users to create financial and operational reports with spreadsheet ease of use.N/A
    Pricing
    Planview PortfoliosSynoptix
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Planview PortfoliosSynoptix
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details
    More Pricing Information
    Community Pulse
    Planview PortfoliosSynoptix
    Considered Both Products
    Planview
    No answer on this topic
    Synoptix
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    66 Answers
    88%
    Would buy again
    7 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    47 Answers
    83%
    Delivers good value for the price
    5 Answers
    Happy with the feature set
    94%
    Happy with the feature set
    66 Answers
    88%
    Happy with the feature set
    7 Answers
    Lived up to sales and marketing promises
    91%
    Lived up to sales and marketing promises
    30 Answers
    80%
    Lived up to sales and marketing promises
    4 Answers
    Implementation went as expected
    74%
    Implementation went as expected
    34 Answers
    83%
    Implementation went as expected
    5 Answers
    Features
    Planview PortfoliosSynoptix
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planview Portfolios and Synoptix
    Feature
    Planview Portfolios
    -
    Ratings
    Synoptix
    6.0
    5 Ratings
    23% below category average
    Pixel Perfect reports00 Ratings5.73 Ratings
    Customizable dashboards00 Ratings5.85 Ratings
    Report Formatting Templates00 Ratings6.44 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Planview Portfolios and Synoptix
    Feature
    Planview Portfolios
    -
    Ratings
    Synoptix
    7.4
    7 Ratings
    5% below category average
    Drill-down analysis00 Ratings7.37 Ratings
    Formatting capabilities00 Ratings7.07 Ratings
    Integration with R or other statistical packages00 Ratings7.03 Ratings
    Report sharing and collaboration00 Ratings8.24 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Planview Portfolios and Synoptix
    Feature
    Planview Portfolios
    -
    Ratings
    Synoptix
    7.7
    5 Ratings
    3% below category average
    Publish to Web00 Ratings7.64 Ratings
    Publish to PDF00 Ratings8.45 Ratings
    Report Versioning00 Ratings7.63 Ratings
    Report Delivery Scheduling00 Ratings7.34 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Planview Portfolios and Synoptix
    Feature
    Planview Portfolios
    -
    Ratings
    Synoptix
    6.9
    3 Ratings
    7% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings7.33 Ratings
    Location Analytics / Geographic Visualization00 Ratings6.82 Ratings
    Predictive Analytics00 Ratings6.82 Ratings
    Pattern Recognition and Data Mining00 Ratings6.82 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Planview Portfolios and Synoptix
    Feature
    Planview Portfolios
    -
    Ratings
    Synoptix
    7.6
    6 Ratings
    10% below category average
    Multi-User Support (named login)00 Ratings7.36 Ratings
    Role-Based Security Model00 Ratings8.05 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings7.85 Ratings
    Report-Level Access Control00 Ratings7.35 Ratings
    Single Sign-On (SSO)00 Ratings7.86 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Planview Portfolios and Synoptix
    Feature
    Planview Portfolios
    -
    Ratings
    Synoptix
    6.7
    4 Ratings
    9% below category average
    Responsive Design for Web Access00 Ratings6.74 Ratings
    Mobile Application00 Ratings6.82 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings6.73 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Planview Portfolios and Synoptix
    Feature
    Planview Portfolios
    -
    Ratings
    Synoptix
    6.6
    8 Ratings
    20% below category average
    Long-term financial planning00 Ratings6.06 Ratings
    Financial budgeting00 Ratings6.57 Ratings
    Forecasting00 Ratings6.64 Ratings
    Scenario modeling00 Ratings5.94 Ratings
    Management reporting00 Ratings7.88 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Planview Portfolios and Synoptix
    Feature
    Planview Portfolios
    -
    Ratings
    Synoptix
    7.6
    7 Ratings
    3% below category average
    Financial data consolidation00 Ratings8.26 Ratings
    Journal entries and reports00 Ratings7.03 Ratings
    Multi-currency management00 Ratings7.14 Ratings
    Intercompany Eliminations00 Ratings6.82 Ratings
    Minority Ownership00 Ratings9.12 Ratings
    Local and consolidated reporting00 Ratings7.55 Ratings
    Detailed Audit Trails00 Ratings7.46 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Planview Portfolios and Synoptix
    Feature
    Planview Portfolios
    -
    Ratings
    Synoptix
    7.2
    8 Ratings
    12% below category average
    Financial Statement Reporting00 Ratings7.28 Ratings
    Management Reporting00 Ratings7.78 Ratings
    Excel-based Reporting00 Ratings8.07 Ratings
    Automated board and financial reporting00 Ratings7.37 Ratings
    XBRL support for regulatory filing00 Ratings5.73 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Planview Portfolios and Synoptix
    Feature
    Planview Portfolios
    -
    Ratings
    Synoptix
    6.5
    6 Ratings
    16% below category average
    Personalized dashboards00 Ratings6.46 Ratings
    Color-coded scorecards00 Ratings5.94 Ratings
    KPIs00 Ratings6.73 Ratings
    Cost and profitability analysis00 Ratings6.73 Ratings
    Key Performance Indicator setting00 Ratings6.73 Ratings
    Benchmarking with external data00 Ratings6.73 Ratings
    Integration
    Comparison of Integration features of Planview Portfolios and Synoptix
    Feature
    Planview Portfolios
    -
    Ratings
    Synoptix
    7.4
    6 Ratings
    9% below category average
    Flat file integration00 Ratings7.33 Ratings
    Excel data integration00 Ratings8.05 Ratings
    Direct links to 3rd-party data sources00 Ratings6.96 Ratings
    Best Alternatives
    Planview PortfoliosSynoptix
    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 PortfoliosSynoptix
    Likelihood to Recommend
    8.6
    (113 ratings)
    7.5
    (18 ratings)
    Likelihood to Renew
    9.3
    (18 ratings)
    9.1
    (2 ratings)
    Usability
    7.2
    (13 ratings)
    7.2
    (7 ratings)
    Availability
    9.0
    (3 ratings)
    -
    (0 ratings)
    Performance
    7.1
    (2 ratings)
    -
    (0 ratings)
    Support Rating
    7.2
    (13 ratings)
    9.1
    (2 ratings)
    In-Person Training
    6.4
    (1 ratings)
    -
    (0 ratings)
    Online Training
    6.8
    (3 ratings)
    -
    (0 ratings)
    Implementation Rating
    10.0
    (4 ratings)
    9.1
    (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 PortfoliosSynoptix
    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
    Synoptix
    Synoptix has been great for us to allow end users access to the data and information they need to make informed decisions without letting them have full access to all ERP functions. It has also been very easy to create custom reports that meet our needs. It is also nimble enough to create quick reports that are needed with a small turnaround
    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
    Synoptix
    • Easy report building interface with an query interface that allows financial users the ability to conduct complex queries without difficulty.
    • The ability to create reporting that allows us to review in-depth financial review by drilling down into accounts to find transnational data easily.
    • Easily maintained and monitored with simple upgrade installations and end point installation.
    • Great knowledge base for review and trouble-shooting.
    • Highly knowledgeable and easy to work with staff.
    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
    Synoptix
    • It has a poor install procedure which is not standard. It almost requires copying folders from an existing computer to the new install.
    • The update process is less than desirable. It seems like Compusoft needs to do a better job of testing before releasing updates.
    • The interface is a bit archaic. It looks more like a program from 20 years ago than one used today.
    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
    Synoptix
    There is no question that we will continue to use this product for as long as it's available
    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
    Synoptix
    It didn't take long to learn how it works and has always been easy to navigate and accomplish all that we have needed. Whenever there have been any issues Synopotix has been great to address them in a timely manner and have always been able to resolve the issues we have had
    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
    Synoptix
    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
    Synoptix
    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
    Synoptix
    Support does not know much about software solutions. As an example, I have struggled for weeks just to set up LDAP that should be fairly simple.
    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
    Synoptix
    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
    Synoptix
    Good guidance of what steps will halppen.
    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
    Synoptix
    Synoptix is more oriented to users as their own developers. You do not need to understand any sort of coding or languages. If you are working in financials you just need to know your trial balance. The menus and programing are so user friendly the programming is "kinda obvious"
    Incentivized
    Read full review
    Contract Terms and Pricing Model
    Planview
    Did not help purchase product.
    Incentivized
    Read full review
    Synoptix
    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
    Synoptix
    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
    Synoptix
    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
    Synoptix
    • As a reporting tool it has allowed us to make fact based decisions. We have a significant annual cost with relation to our legacy system and Synoptix provides us with the best tool to mine the data that resides in our legacy system.
    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.