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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

    Workboard

    Score7.3 out of 10
    N/AWorkboard from the company of the same name in Redwood City, California is an objectives and key results (OKR) software tool.N/A
    Pricing
    Planview PortfoliosWorkboard
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Planview PortfoliosWorkboard
    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 PortfoliosWorkboard
    Considered Both Products
    Planview
    No answer on this topic
    Workboard Inc
    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
    Best Alternatives
    Planview PortfoliosWorkboard
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    Microsoft Project Server
    Score5.1 out of 10
    Microsoft Project Server
    Score5.1 out of 10
    Enterprises
    Planview PPM Pro
    Score8.9 out of 10
    Planview PPM Pro
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Planview PortfoliosWorkboard
    Likelihood to Recommend
    8.6
    (113 ratings)
    9.5
    (4 ratings)
    Likelihood to Renew
    9.3
    (18 ratings)
    -
    (0 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 PortfoliosWorkboard
    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
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    Workboard Inc
    Workboard is well suited in any organization IMO, it allows the individual business units to quickly set, define, organize and track their respective OKR's and align them with the larger business goals. The speed at which we're able to do this with Workboard has allowed us to spend more time on the goals themselves and less time on the management of the goal-setting exercise.
    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
    Workboard Inc
    • Project management at higher level - includes tasks assignment, visual representations of the project status and deadlines
    • Increases the team members' sense of ownership - especially for people that are not used with or exposed to dedicated project management tools like Microsoft Project is.
    • User collaboration - which in turn reduces the communication via email
    • Increases the efficiency of the meetings - by quickly going through the action items and updating the task progress in the tool itself
    • Support has been outstanding so far
    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
    Workboard Inc
    • There's a bit of a ramp time to using the service.
    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
    Workboard Inc
    No answers on this topic
    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
    Workboard Inc
    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
    Workboard Inc
    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
    Workboard Inc
    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
    Workboard Inc
    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
    Read full review
    Workboard Inc
    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
    Workboard Inc
    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
    Read full review
    Workboard Inc
    Workboard vs Microsoft Project(and its Server) is like comparing a regular sport car with Formula 1 cars. One is lighter, nicer, with a broader audience, it gets you there fast while the other one is dedicated, not as nice, especially built for it, not for everyone and it will get you there much faster.
    Incentivized
    Read full review
    Contract Terms and Pricing Model
    Planview
    Did not help purchase product.
    Incentivized
    Read full review
    Workboard Inc
    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
    Workboard Inc
    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
    Workboard Inc
    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
    Workboard Inc
    • Amount of time saved for managing goals had allowed us to spend more time on goal setting and tracking.
    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.