Planview vs WorkOtter

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Our analysts compared Planview vs WorkOtter based on data from our 400+ point analysis of PPM Software, user reviews and our own crowdsourced data from our free software selection platform.

Planview Software Tool

Product Basics

Planview is a cloud-based work and resource management software application that helps companies transform their processes from strategy to delivery. It lets enterprises accelerate on-strategy delivery, adapt to changing work environments, create an innovation culture, realize agile at scale and make the product shift.

It delivers a comprehensive set of modules that include innovation, portfolios and lean management, strategic and financial planning, lean and agile delivery and enterprise architecture. It is designed for addressing the requirements of mid-market to global enterprises.
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WorkOtter is a SaaS solution designed for small and medium businesses to replace spreadsheets. Organizations can standardize core processes and prioritize projects while assigning employees to specific tasks. Teams and executives can track project status and deadlines for transparency and visibility.

Businesses can adopt Agile, Scrum or Waterfall methodologies to manage projects while integrating with Microsoft Projects, Jira and other modules. A centralized location simplifies project monitoring while optimizing resources for every initiative. Managers can plan daily capacity or demand based on available resources.
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$19/User, Monthly
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Tailored to your specific needs
$10/User, Monthly
Get a free price quote
Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Improve Agility: Connect funding and strategic plans to agile delivery, speed time to market, embrace new workflows and scale through agile enterprise planning. Customers can drive agile transformation by linking programs, projects, strategic and product portfolios to agile teams. 
  • Strategic Planning: Strategic road-mapping helps drive strategy for delivered products, services and applications. Define plans, measure progress and track status using program management capabilities. Handle strategic funding and performance from strategy to initiatives using financial and capital planning. Evaluate performance and share progress with dashboards and visualizations. Supports ideation and collaboration to engage in creating and executing plans. 
  • Advanced Technology: Enterprise and technology architects can deliver business outcomes with effective technology plans through its enterprise architecture software. Enables EAs and PMOs to manage work, strategy, resources, technology and applications in an integrated portfolio to push change initiatives. 
  • Manage Product Portfolio: Businesses can align product portfolios to innovation strategy and ensure the availability of the right resources to deliver innovative, profitable and differentiated products to the market. Supports innovation and ideas, gated projects, product lifecycle and product development process management. 
  • Sustained Innovation: Gain visibility and manage the entire ideation process using a single platform through its enterprise innovation management solution. It promotes innovation culture, employee engagement and customer voice to move the best ideas forward. Offers various features like idea management, crowdsourced decision making, idea selection, innovation delivery and metrics. 
  • Manage Team’s Work: Delivers tools required by teams to manage, plan and visualize their collaborative work through its work management software. Provides a full spectrum of enterprise work and portfolio management solutions to help organizations navigate strategy to delivery transformation. 
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  • Improved Resource Allocation: WorkOtter enables precise tracking and management of resources, ensuring that team members are assigned tasks that match their skills and availability, reducing bottlenecks and improving project outcomes.
  • Enhanced Collaboration: The platform fosters better communication among team members through integrated messaging and file-sharing features, leading to more cohesive teamwork and faster problem resolution.
  • Increased Visibility: With real-time dashboards and reporting tools, stakeholders can easily monitor project progress, identify potential issues early, and make informed decisions to keep projects on track.
  • Streamlined Workflow: WorkOtter automates routine tasks such as status updates and time tracking, freeing up team members to focus on high-value activities and reducing administrative overhead.
  • Risk Management: The software includes risk assessment and mitigation tools that help project managers identify potential risks early and develop strategies to address them, minimizing project disruptions.
  • Cost Control: By providing detailed budget tracking and forecasting capabilities, WorkOtter helps organizations manage project costs more effectively, ensuring that projects stay within budget and financial goals are met.
  • Scalability: WorkOtter is designed to grow with your organization, offering scalable solutions that can handle increasing project complexity and team size without compromising performance.
  • Customizable Reporting: Users can create tailored reports that meet specific business needs, providing actionable insights and supporting data-driven decision-making processes.
  • Compliance and Governance: The platform supports compliance with industry standards and internal governance policies, helping organizations maintain regulatory compliance and reduce the risk of non-compliance penalties.
  • Improved Client Satisfaction: By delivering projects on time and within budget, WorkOtter helps organizations meet client expectations, leading to higher client satisfaction and repeat business.
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  • Project Portfolio Management: Integrates planning and execution to optimize project portfolios, link plans and resources to project execution and balance capacity against demand. Enhances visibility and decision making by managing KPIs and metrics, measuring performance and spotting issues. 
  • Agile Program Management: Businesses can effectively envision, plan and deliver the most prominent initiatives through its agile program management solution. It helps manage workflows, time releases and business decisions, sequence features and stories with connected board views, map dependencies and remove roadblocks between teams. 
  • Lean Portfolio Management: Enhance business outcomes, deliver products faster and support corporate strategic objectives by connecting strategic portfolio management with agile delivery through lean portfolio management. It enables value stream planning and alignment, agile team costing and capitalization, agile program management and lean budgeting, funding and governance. 
  • Enterprise Kanban: Increase the agile delivery team’s productivity, minimize waste and strengthen agility throughout the organization by visualizing and connecting work with market-leading Kanban software. Visualize workflows, bottlenecks and dependencies between teams by leveraging configurable Kanban boards. 
  • Planview PPM Pro: It assembles, prioritizes and executes projects, helping PMOs focus resources on the most valuable work. Propel PMO to the next level using various features like portfolio, intake, resource and budget management, project prioritization alignment, time tracking, team collaboration, Gantt charts and more. 
  • Planview Enterprise One: Enables mature PMOs and EPMOs to accelerate strategic executions. Achieve maximum business performance by optimizing resources, combining business and technology planning and delivering breakthrough services, products and customer experience. Provides numerous features for effective strategy, demand, planning, outcomes, analytics and reporting, collaboration and security. 
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  • Portfolio Management: Track multiple projects and portfolios in one place. Use an interactive workflow map to set up and adjust workflows while creating portfolio-level issues, capturing internal and external requests, prioritizing each initiative and defining action items and changes. 
  • Resource Management: Get bottom-up and top-down visibility into resources for better optimization. Plan resource utilization through what-if scenarios, capacity planning and load balancing. Assign tasks based on employee skills, and track task time while providing performance feedback. 
  • Project Management: Monitor risks, tasks, interdependencies and milestones while allowing stakeholders to offer feedback on project schedules and details. Activate alerts and notifications for project progress, upload and share unlimited documents while accessing role-specific team dashboards. 
  • Agile Project Management: Use Agile to respond to changes quickly. Improve project governance and resource management while configuring two-way data syncing with other modules. 
  • Financial Management: Track time and expenses to ensure projects are on track and within budget. Access metrics like estimated vs. actual budget for informed decision-making. 
  • Reporting and Dashboards: Personalize reports and dashboards using over 100 pre-configured reports and customized metrics. Easily share reports with stakeholders, colleagues, clients and vendors. 
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Product Ranking

#12

among all
PPM Software

#60

among all
PPM Software

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Analyst Rating Summary

87
80
97
61
100
100
98
94
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Dashboards and Reporting
Portfolio Management
Demand and Idea Management
Agile Portfolio Planning
Project Management
Dashboards and Reporting
Resource Management
Demand and Idea Management
Project Management
Platform Security

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Planview
WorkOtter
+ Add Product + Add Product
Agile Portfolio Planning Dashboards And Reporting Demand And Idea Management Financial Management Platform Features Portfolio Management Project Management Resource Management Team Collaboration 97 100 98 88 88 100 92 87 86 61 100 94 88 61 91 92 100 57 0 25 50 75 100
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83%
17%
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83%
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17%
88%
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12%
88%
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86%
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14%
59%
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41%
100%
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89%
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11%
88%
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12%
88%
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88%
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12%
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86%
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43%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

59%
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41%
53%
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47%
63%
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37%
88%
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12%

User Sentiment Summary

Good User Sentiment 245 reviews
Excellent User Sentiment 186 reviews
78%
of users recommend this product

Planview has a 'good' User Satisfaction Rating of 78% when considering 245 user reviews from 4 recognized software review sites.

98%
of users recommend this product

WorkOtter has a 'excellent' User Satisfaction Rating of 98% when considering 186 user reviews from 4 recognized software review sites.

3.4 (29)
4.5 (15)
3.8 (8)
n/a
n/a
5.0 (161)
4.0 (140)
4.0 (8)
3.9 (68)
5.0 (2)

Awards

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WorkOtter stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Centralized Platform: Planview PPM Pro consolidates project, resource, and portfolio management into one platform, eliminating the need for multiple tools and spreadsheets.
Improved Visibility: The platform provides real-time insights into project health, resource utilization, and portfolio performance, enabling data-driven decision-making.
Enhanced Collaboration: Planview PPM Pro facilitates communication and collaboration among team members, stakeholders, and executives, fostering a more cohesive and efficient working environment.
Streamlined Processes: The platform automates routine tasks and workflows, freeing up time for project managers and team members to focus on more strategic initiatives.
Scalability and Flexibility: Planview PPM Pro can be customized to meet the specific needs of organizations of all sizes and industries, making it a versatile solution for growing businesses.
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Intuitive Interface: Users praise WorkOtter's user-friendly design, finding it easy to navigate and use, even for those unfamiliar with PPM software.
Robust Reporting: WorkOtter's reporting features provide valuable insights into project performance, resource allocation, and budget tracking, enabling data-driven decision-making.
Efficient Collaboration: The platform facilitates seamless communication and collaboration among team members, streamlining workflows and enhancing productivity.
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Usability Challenges: Users frequently report that Planview is not intuitive or user-friendly, leading to a steep learning curve and ongoing challenges with navigation and performing basic tasks.
Performance Issues: Slow loading times and system lags are commonly cited concerns, particularly for organizations with large datasets or complex workflows, hindering productivity and user satisfaction.
Customization Limitations: While Planview offers some customization options, users often find them to be insufficient for meeting their specific needs, leading to workarounds and compromises in their PPM processes.
Reporting Challenges: Generating reports and extracting meaningful insights from data can be cumbersome, requiring significant manual effort or custom development, limiting the value of Planview's reporting capabilities.
Integration Complexities: Integrating Planview with other essential business systems can be complex and time-consuming, requiring specialized expertise and potentially incurring additional costs.
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Limited Customization: Users have expressed frustration over the inflexibility of certain features, particularly when it comes to tailoring workflows and reporting to their specific needs.
Steep Learning Curve: The platform's complexity can be overwhelming for new users, leading to a longer onboarding process and slower adoption rates.
Occasional Performance Issues: Some users have reported experiencing occasional slow loading times or system glitches, which can disrupt productivity and create frustration.
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Stepping into the bustling marketplace of project portfolio management (PPM) software, Planview stands out as a seasoned player with a loyal following. User reviews from the past year paint a vivid picture of its strengths and weaknesses, offering valuable insights for those navigating the PPM landscape. Planview consistently receives praise for its robust functionality and comprehensive feature set. Users appreciate its ability to handle complex project portfolios, resource management, and financial planning. The software's flexibility allows for customization to fit specific organizational needs, making it a versatile tool for diverse teams. However, some users find the interface to be overwhelming and the learning curve steep, particularly for those new to PPM software. Compared to competitors like Microsoft Project and Smartsheet, Planview distinguishes itself with its enterprise-grade capabilities and focus on strategic portfolio management. While Microsoft Project excels in task-level management and Smartsheet offers a user-friendly interface, Planview provides a holistic view of the portfolio, enabling organizations to align projects with strategic objectives and optimize resource allocation. This strategic focus makes Planview ideal for large enterprises with complex project portfolios and a need for robust reporting and analytics.

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Recent user reviews suggest that WorkOtter is a capable project portfolio management (PPM) solution, particularly for larger organizations. Users praise its robust feature set, which includes Gantt charts, budget tracking, and communication tools, all within a user-friendly interface. They also appreciate its affordability compared to competitors like Clarity PPM. One user, a self-described systems engineer and project manager, highlighted WorkOtter's strength in managing complex projects across multiple platforms, a crucial aspect for enterprise-level operations. However, some users have pointed out that WorkOtter's flexibility can sometimes lead to complexity, especially for smaller teams or those new to PPM. While its enterprise-level capabilities are lauded, they might overwhelm users with simpler needs. Ultimately, WorkOtter seems best suited for organizations with complex project management requirements, particularly those seeking a cost-effective alternative to more expensive PPM solutions. Its comprehensive features and scalability make it a strong contender in the PPM market for those who need robust functionality and enterprise-grade project oversight.

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WorkOtter

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