Planview 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
Quickbase
Score 8.8 out of 10
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Quickbase helps users tackle any project, no matter how complex. Quickbase helps customers see, connect and control complex projects. Whether it’s raising a skyscraper or coordinating vaccine rollouts, the no-code software platform allows business users to custom fit solutions to the way they work – using information from across the systems they already have.
$700
per month
Pricing
Planview Portfolios
Quickbase
Editions & Modules
No answers on this topic
Enterprise
Full Customizable
per month/billed annually
Business
Starting at $2,200
per month
Team
Started at $700
per month
Offerings
Pricing Offerings
Planview Portfolios
Quickbase
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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Quickbase offers three key plans, with feature distinction, simple and consistent entitlements, and a flexible licensing model, giving users the option of either user based or usage based licensing across all 3 plans.
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.
Quickbase has proven that if it's in a spreadsheet, it really should be in Quickbase. One of my more recent achievements with the program was redesigning our current process for notifying management of something irregular. The old process had all the notification infrastructure built behind the scenes with only a handful of people knowing and understanding the process. The new process was able to clean up the behind-the-scenes and also provide an increased level of intuitiveness by allowing complete visibility and customization of notification recipients. This allows the initial notification to reach a select number of management individuals who can then decide whether or not it needs to be escalated, all while allowing the operations personnel to get back to work immediately. The biggest issue I've found with the program is the limitation of the user - I find that the biggest roadblock in my way is myself, as I am confident the program has the ability to accomplish what I need, but am I skilled enough to create it? This has helped me become very proficient in only one year of use and become more active in community engagement surrounding the program.
Out of the box analytics. Canned, but modestly configurable reports that provide quick insights to project and resource performance.
Flexible configuration enables resource management at a macro or micro level.
Modeling (what-if). I can create projects, load with resources and quickly stack it against our existing portfolios to identify conflicts and optimize scheduling.
Pipelines - being able to share them or have permissions based viewing capabilities
Table size limits are small for really large apps. While I agree that there needs to be a cap on the size, it would be nice to adjust it up when needed.
Portfolios are useful enterprise solutions for new and old use cases. They have robust reporting capabilities and many opportunities to customize the functions without additional costs. Although some desired features are still in development, and the reporting infrastructure has some issues, Portfolios continue to offer more capabilities than we can take advantage of at any time.
We are growing our user base and getting more out of this system. Quick Base will continue to grow with our company as more of our users become super users and are capable of developing new features and solutions. We're getting more and more interested from departments that are hearing of our successes.
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
Quick Base has done everything we have asked it to do and then some. Our original goal was to have one system for CRM that encompassed both the sales process and the customer management. We have gone w-a-y beyond that with analytics, project management, system bug logging, and historical effort reporting.
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.
I gave it a 10, but it should be a 9.99. They do a nice job of keeping the application running. The application can drag a bit when you have thousands of users accessing the application concurrently. We experienced this with large scale implementations.
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.
Some of our tables that hold over a million records are starting to perform poorly, with some summaries taking over 20 seconds to load. This may be an indication that it is best to archive old data when reaching large volumes like this.
Consultants are knowledgeable and friendly; it is easy to build relationships with the support people you work with and they learn how best to help you. The vendor is continuously looking for honest feedback about their tool and they use that information to design their product roadmaps
If you utilize the community, the support is amazing. Unfortunately, I find their actual support system a bit underwhelming. They don't seem to have a great process for interacting directly with an issue and often sweep significant issues under the rug by categorizing them as "Enhancement" ideas or legacy items.
Quick Base already is having a separate portal of providing training to customers and it is very easy to use and updates as per the new features added in to the application
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
I was not directly involved with the initial account implementation, only a bystander. For the app I directly implemented for my department only, I wish I had know to create an app diagram first. I don't remember if that was suggested. I think that would be a great help tip tool when a new app is created, to have a page with a check list of what is needed or how to get started. If you are a regular app builder, then you can bypass it or have the ability to turn it off in the app settings.
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.
I picked Quickbase before investigating the low-code no-code market because I was so impressed. I did a pricing exercise a couple years ago because Quickbase was drastically increasing the cost and decreasing our allotments/features. We could have saved a lot of money by going with another comparable solution. However, those companies didn't have the longevity and all of the features and functions that Quickbase had.
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.
While the purpose of this product is to provide flexibility and scalability to and organization, it is not as easy to roll out on the enterprise level. The support from Quick Base is not on a level that it makes the process easy and fluid. Be prepared to spend more time on this product than you might want to.
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.
Quickbase has saved us so much time by reducing the clicks you need to get from one place to another. It takes the average colleague 5 or 6 clicks to get to another tool they need to do their job whereas it takes me 1 or 2 clicks to get to that same tool by using a personal Quickbase dashboard that has all the tools I need all on one page. This is a huge timesaver, especially when desk sharing where you have to get quickly to the info you want to share.
Quickbase has helped us streamline workflows and close gaps by having to ask for info only 1 time. Since users can't save a form until they've provided all the info you need on your end to complete a task, it saves a tremendous amount of time for everyone. No more replying to emails 2 or 3 times until you get the info you need.
