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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

    Tableau Desktop

    Score8.6 out of 10
    N/ATableau Desktop is a data visualization product from Tableau. It connects to a variety of data sources for combining disparate data sources without coding. It provides tools for discovering patterns and insights, data calculations, forecasts, and statistical summaries and visual storytelling.

    $1,380

    per year (purchased via a Creator license)

    Pricing
    Planview PortfoliosTableau Desktop
    Editions & Modules
    No answers on this topic
    Tableau Creator License
    $115
    per month (billed annually) per user
    Offerings
    Pricing Offerings
    Planview PortfoliosTableau Desktop
    Free Trial
    NoNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—All pricing plans are billed annually. A Creator license includes Tableau Desktop, Tableau Prep Builder, and Tableau Pulse. Discounts sometimes available for volume.
    More Pricing Information
    Community Pulse
    Planview PortfoliosTableau Desktop
    Considered Both Products
    Planview
    No answer on this topic
    Tableau
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    66 Answers
    93%
    Would buy again
    52 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    47 Answers
    91%
    Delivers good value for the price
    50 Answers
    Happy with the feature set
    94%
    Happy with the feature set
    66 Answers
    98%
    Happy with the feature set
    55 Answers
    Lived up to sales and marketing promises
    91%
    Lived up to sales and marketing promises
    30 Answers
    93%
    Lived up to sales and marketing promises
    38 Answers
    Implementation went as expected
    74%
    Implementation went as expected
    34 Answers
    100%
    Implementation went as expected
    44 Answers
    Features
    Planview PortfoliosTableau Desktop
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planview Portfolios and Tableau Desktop
    Feature
    Planview Portfolios
    -
    Ratings
    Tableau Desktop
    8.5
    175 Ratings
    4% above category average
    Pixel Perfect reports00 Ratings8.0145 Ratings
    Customizable dashboards00 Ratings9.2174 Ratings
    Report Formatting Templates00 Ratings8.1151 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Planview Portfolios and Tableau Desktop
    Feature
    Planview Portfolios
    -
    Ratings
    Tableau Desktop
    8.5
    172 Ratings
    6% above category average
    Drill-down analysis00 Ratings8.6167 Ratings
    Formatting capabilities00 Ratings8.6170 Ratings
    Integration with R or other statistical packages00 Ratings8.1126 Ratings
    Report sharing and collaboration00 Ratings8.6165 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Planview Portfolios and Tableau Desktop
    Feature
    Planview Portfolios
    -
    Ratings
    Tableau Desktop
    8.5
    166 Ratings
    3% above category average
    Publish to Web00 Ratings8.1155 Ratings
    Publish to PDF00 Ratings8.2154 Ratings
    Report Versioning00 Ratings8.6120 Ratings
    Report Delivery Scheduling00 Ratings8.6128 Ratings
    Delivery to Remote Servers00 Ratings9.078 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Planview Portfolios and Tableau Desktop
    Feature
    Planview Portfolios
    -
    Ratings
    Tableau Desktop
    8.4
    164 Ratings
    5% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.7162 Ratings
    Location Analytics / Geographic Visualization00 Ratings8.6156 Ratings
    Predictive Analytics00 Ratings8.7131 Ratings
    Pattern Recognition and Data Mining00 Ratings7.87 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Planview Portfolios and Tableau Desktop
    Feature
    Planview Portfolios
    -
    Ratings
    Tableau Desktop
    9.1
    149 Ratings
    7% above category average
    Multi-User Support (named login)00 Ratings9.1145 Ratings
    Role-Based Security Model00 Ratings9.1125 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.9136 Ratings
    Report-Level Access Control00 Ratings9.210 Ratings
    Single Sign-On (SSO)00 Ratings9.383 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Planview Portfolios and Tableau Desktop
    Feature
    Planview Portfolios
    -
    Ratings
    Tableau Desktop
    7.9
    141 Ratings
    1% above category average
    Responsive Design for Web Access00 Ratings8.6130 Ratings
    Mobile Application00 Ratings7.5101 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings7.5122 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Planview Portfolios and Tableau Desktop
    Feature
    Planview Portfolios
    -
    Ratings
    Tableau Desktop
    7.7
    67 Ratings
    1% below category average
    REST API00 Ratings8.459 Ratings
    Javascript API00 Ratings7.653 Ratings
    iFrames00 Ratings6.751 Ratings
    Java API00 Ratings8.048 Ratings
    Themeable User Interface (UI)00 Ratings7.154 Ratings
    Customizable Platform (Open Source)00 Ratings8.448 Ratings
    Best Alternatives
    Planview PortfoliosTableau Desktop
    Small Businesses
    No answers on this topic
    Cyfe
    Score4 out of 10
    Medium-sized Companies
    Microsoft Project Server
    Score5.1 out of 10
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Enterprises
    Planview PPM Pro
    Score8.9 out of 10
    Jaspersoft Community Edition
    Score7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Planview PortfoliosTableau Desktop
    Likelihood to Recommend
    8.6
    (113 ratings)
    9.1
    (204 ratings)
    Likelihood to Renew
    9.3
    (18 ratings)
    7.5
    (41 ratings)
    Usability
    7.2
    (13 ratings)
    8.4
    (73 ratings)
    Availability
    9.0
    (3 ratings)
    10.0
    (11 ratings)
    Performance
    7.1
    (2 ratings)
    8.0
    (10 ratings)
    Support Rating
    7.2
    (13 ratings)
    1.0
    (57 ratings)
    In-Person Training
    6.4
    (1 ratings)
    9.4
    (4 ratings)
    Online Training
    6.8
    (3 ratings)
    8.0
    (5 ratings)
    Implementation Rating
    10.0
    (4 ratings)
    8.0
    (34 ratings)
    Configurability
    8.6
    (3 ratings)
    7.0
    (3 ratings)
    Contract Terms and Pricing Model
    6.4
    (1 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    8.4
    (115 ratings)
    Data Sources
    -
    (0 ratings)
    7.9
    (115 ratings)
    Ease of integration
    4.0
    (1 ratings)
    10.0
    (1 ratings)
    Product Scalability
    9.0
    (2 ratings)
    9.0
    (4 ratings)
    Professional Services
    8.4
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    8.0
    (2 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    5.5
    (1 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Planview PortfoliosTableau Desktop
    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
    Tableau
    The best scenario is definitely to collect data from several sources and create dedicated dashboards for specific recipients. However, I miss the possibility of explaining these reports in more detail. Sometimes, we order a report, and after half a year, we don't remember the meaning of some data (I know it's our fault as an organization, but the tool could force better practices).
    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
    Tableau
    • An excellent tool for data visualization, it presents information in an appealing visual format—an exceptional platform for storing and analyzing data in any size organization.
    • Through interactive parameters, it enables real-time interaction with the user and is easy to learn and get support from the community.
    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
    Tableau
    • Pricing should be more user-friendly and usage-driven
    • Making edits to the production reports is fairly tough and has a vast scope of additional capabilities
    • Tableau Desktop should be able to differentiate itself from the Tableau server else there is no major meaning of two different products being offered
    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
    Tableau
    Our use of Tableau Desktop is still fairly low, and will continue over time. The only real concern is around cost of the licenses, and I have mentioned this to Tableau and fully expect the development of more sensible models for our industry. This will remove any impediment to expansion of our use.
    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
    Tableau
    Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.
    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
    Tableau
    When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.
    Read full review
    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
    Tableau
    Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast
    Incentivized
    Read full review
    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
    Tableau
    Tableau support has been extremely responsive and willing to help with all of our requests. They have assisted with creating advanced analysis and many different types of custom icons, data formatting, formulas, and actions embedded into graphs. Tableau offers a weekly presentation of features and assists with internal company projects.
    Incentivized
    Read full review
    In-Person Training
    Planview
    No answers on this topic
    Tableau
    It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.
    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
    Tableau
    I think the training was good overall, but it was maybe stating the obvious things that a tech savvy young engineer would be able to pick up themselves too. However, the example work books were good and Tableau web community has helped me with many problems
    Incentivized
    Read full review
    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
    Tableau
    Again, training is the key and the company provides a lot of example videos that will help users discover use cases that will greatly assist their creation of original visualizations. As with any new software tool, productivity will decline for a period. In the case of Tableau, the decline period is short and the later gains are well worth it.
    Incentivized
    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
    Tableau
    I have used Power BI as well, the pricing is better, and also training costs or certifications are not that high. Since there is python integration in Power BI where I can use data cleaning and visualizing libraries and also some machine learning models. I can import my python scripts and create a visualization on processed data.
    Incentivized
    Read full review
    Contract Terms and Pricing Model
    Planview
    Did not help purchase product.
    Incentivized
    Read full review
    Tableau
    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
    Tableau
    Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.
    Read full review
    Professional Services
    Planview
    some resources were great, but too much on their plates to be available
    Incentivized
    Read full review
    Tableau
    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
    Tableau
    • Tableau was acquired years ago, and has provided good value with the content created.
    • Ongoing maintenance costs for the platform, both to maintain desktop and server licensing has made the continuing value questionable when compared to other offerings in the marketplace.
    • Users have largely been satisfied with the content, but not with the overall performance. This is due to a combination of factors including the performance of the Tableau engines as well as development deficiencies.
    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.