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Planview Portfolios vs iServer comparison

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Comparison Buyer's Guide

Executive SummaryUpdated on Jun 3, 2026

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

iServer
Ranking in Enterprise Architecture Management
11th
Average Rating
7.4
Reviews Sentiment
7.4
Number of Reviews
18
Ranking in other categories
Business Process Design (17th)
Planview Portfolios
Ranking in Enterprise Architecture Management
8th
Average Rating
8.0
Reviews Sentiment
6.8
Number of Reviews
71
Ranking in other categories
Project Portfolio Management (4th)
 

Mindshare comparison

As of October 2026, in the Enterprise Architecture Management category, the mindshare of iServer is 4.0%, down from 4.2% compared to the previous year. The mindshare of Planview Portfolios is 2.8%, up from 1.9% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Enterprise Architecture Management Mindshare Distribution
ProductMindshare (%)
Planview Portfolios2.8%
iServer4.0%
Other93.2%
Enterprise Architecture Management
 

Featured Reviews

AHMEDIBRAHIM1 - PeerSpot reviewer
Enterprise Architecture practice head at Positive Side Consultancy
Enables flexible parameters for any process model and has a valuable document management feature
We use the product for various critical functions within our environment, particularly in a government entity, where it assists in governance, workflow management, and generating reports and live database activities. It enables flexible parameters for any process model iServer has valuable…
Monabi Kingsley - PeerSpot reviewer
Project Manager at 3M
Centralized planning has improved resource visibility and supports data‑driven financial decisions
The best features Planview Portfolios offers are visibility enhancement, robust system performance, and comprehensive resource management. This enhanced visibility in Planview Portfolios ensures that all users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency. When discussing robust system performance, the system's robust performance in meeting our various work requirements effectively and efficiently stands out. It is very stable and reliable, contributing to a seamless user experience, which enables users to focus on their tasks without disruptions. I also love the financial breakdown, planning and prioritization, and attribute collection on projects in Planview Portfolios. Planview Portfolios has positively impacted my organization since I started using it. It has enabled me to gain insights into the full scope of work consuming resources. I am able to know where the resources are being consumed more, especially which resources are consuming the most. I have been able to leverage resources management and resource time reporting, which enabled the generation of $90 million in annual revenue through labor billing to customers.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"The most valuable features of iServer are the integration with Microsoft Office and the interface is similar to Microsoft applications making them easy to use."
"Central repository holding single version of truth."
"We like the governance."
"iServer has valuable features for workflow and document management."
"The initial setup is easy."
"Good and effective reporting features, which help in decision making."
"The solution has wide use within Microsoft products. The integration with Microsoft products, and, in particular, Microsoft Office, is great."
"There were lots of different requirements, and collaboration and review is one of the biggest things. There is also Office 360 integration, and there's flexibility to use it as a database as well."
"Enterprise One makes it really easy to just pull the resource management tab and quickly look at who is overloaded."
"Our transparency is increasing a lot. It is helping us to get people together. There are no dark rooms anymore. In some areas or concepts, we want to add more light to every single concept. That's the big impact that the tool is having. It allows conversations between people."
"Planview has helped connect funding and strategic outcomes with work execution because we utilize the strategic module within Enterprise One to help with that work."
"Planview Portfolios helps us manage both investment and execution risk while also ensuring optimal value realization in my organization."
"We are able to see where everyone in the team is in terms of hours, where there is capacity, and where we can actually add them, e.g., other projects that they're not currently staffed to."
"The most valuable features are scheduling, resource management, and, from a project perspective, the functions like issues that change orders. They are valuable because, from a project management perspective, we use the workflows that we build for project management and do active risk management and issue management for the projects that we want for our agencies."
"It maps back to our SDLC process pretty well. I'm able to see the stage of where things are at. We also use Azure DevOps for all of our requirements and our coding."
"Enterprise One has been exactly what we need."
 

Cons

"The performance is slow, which is something that should be improved."
"There could be features for process mining, process simulation, and analytics."
"It definitely needs help to improve the visual aspect of the solution."
"Enhancing integration options with ERP or ITSM-related solutions for triggering automated requests for process definitions, changes, and tracking them in the iServer."
"We could allocate permissions to use only specific components to the users rather than the entire instance."
"It's a very simple tool, which makes me concerned with the performance."
"I haven't used this solution long enough to know what areas could be improved."
"Overall, I would say that it's a poor man's EA repository. It seems like a good idea, but doesn't really work in practice."
"When I started working with Planview, I didn't know anything about project or resource management. I had to learn everything: the admin side, then the user side of it. Probably, in the beginning, I would implement in the blueprint or workshops more demos. A live demo of how the system works because we would like a little deeper dive in how the application works for us to understand what we need to provide, what we are doing, what we will be doing. Because in the beginning, it was so overwhelming, and we didn't know anything about the tool."
"Planview Portfolios integration with Power Apps is an area where there is still opportunity for improvement."
"Customer service is hit and miss. Most of their support team will not respond to requests for real-time conversations and the gap in email responses drags what turn out to be simple solutions into days-long aggravations."
"It is a bit of a rigid system."
"The content management definitely needs to improve. We don't really use content management for projects inside Enterprise One. We have actually switched to a SharePoint site. We have a feed from Enterprise One every night of all the projects that are created."
"It is not an end-user-friendly product, and that's really the biggest thing."
"The biggest room for improvement are the scripted dialogues. The scripted dialogues are a logic that you set up to force a certain workflow or process to happen. It's very old in respect that there are no clauses that you can apply to that logic. That definitely can use a lot of room for improvement."
"The technical support is a little overworked. At least, they have been in the past year. We need them to focus on somethings from time to time. You can tell that they're really focusing on many things. It has gotten better, but I think they could still use some relief."
 

Pricing and Cost Advice

"It's about 13K to set up and 9K for the license for three months. I think it's about 20K a year, but we haven't firmed up on pricing yet because the price depends on how long we commit to the solution."
"The solution is cheaper than its competitors."
"Aim for the exact number of people who shall define/review approve and view the processes, as it will impact the cost."
"They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."
"The price of iServer is reasonable compared to other solutions."
"The product has a moderate pricing."
"We recently did a new bundle for all of Enterprise One. It includes some of the newer pieces, like Projectplace and LeanKit. It bundled our CTM in with it as well. I think the total came out to be about $900,000 a year. This is for unlimited licenses."
"We have several hundred licenses. It costs us several hundred thousand dollars a year."
"We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
"When we went through that process, I believe it is competitive with others on the market. However, there are less expensive options available. It's a more premium offering at a higher price."
"With the costs, they were very understanding. Knowing that we were an existing customer, they were very much willing to work with us to make sure that we were able to transition to Enterprise One from PPM Pro."
"We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."
"Planview is a little pricey. From a licensing perspective, for just a simple timesheet user who does nothing in the system but reports time, the licensing is a little pricey, but you have to look at it from what it is that you get. We have 6,000 users, and I don't manage the system at all. I just have to do add them to the system. The servers, maintenance, OS levels, security patching for the OS, and all other things are not something that we maintain. So, you have to look at it from an operational perspective. It is not just the product itself. A holistic view has to be taken when you look at the product and how you're going to support it. I would have to hire an entire operation staff to bring it in-house, and at the end of the day, that might cost me more."
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Top Industries

By visitors reading reviews
Financial Services Firm
18%
Government
9%
Construction Company
7%
Manufacturing Company
7%
Manufacturing Company
15%
Financial Services Firm
11%
Construction Company
9%
Outsourcing Company
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business7
Midsize Enterprise3
Large Enterprise10
By reviewers
Company SizeCount
Small Business2
Midsize Enterprise4
Large Enterprise66
 

Questions from the Community

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What is your experience regarding pricing and costs for Planview Portfolios?
My experience with pricing, setup cost, and licensing has been that Planview Portfolios is one of the best and a very cost-effective tool.
What needs improvement with Planview Portfolios?
Planview Portfolios can be improved as the user interface defaults to the last opened portfolio, which can waste a lot of time loading a large portfolio if that is not what I need at that moment. J...
What is your primary use case for Planview Portfolios?
My main use case for Planview Portfolios is to ensure governance and decision auditability by incorporating embedded workflows, approval management, and key document retention supporting a single c...
 

Also Known As

No data available
Planview Enterprise One, Troux
 

Overview

 

Sample Customers

Barclays, Cathay Pacific, Deloitte, British Gas, MasterCard
UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
Find out what your peers are saying about Planview Portfolios vs. iServer and other solutions. Updated: September 2026.
917,403 professionals have used our research since 2012.