Migrate your Planview Daptiv data
Enterprise project portfolio management tool with strong resource and financial tracking, now folded into the Planview family after acquiring Changepoint in 2021. Targets mid-to-large organizations with complex, multi-project workloads.
In its favor
Why people choose Planview Daptiv
The signal that keeps Planview Daptiv on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Highly configurable — reviewers describe it as 'flexible' with the ability to customise nearly any object, field, or workflow without coding.
Embedded analytics across the full portfolio — resource management, project intake, scheduling, time tracking, and reporting are in one console.
Offline access capability is unusual among PPM tools — Daptiv documents it as a distinct feature for road-warrior PMOs.
Backed by Planview, a Gartner-ranked PPM vendor with parallel products (PPM Pro, AdaptiveWork) for organizations that scale beyond Daptiv.
User feedback notes the reporting tool is straightforward for upper-management and finance updates — reduces dependence on BI tooling.
Steep learning curve — reviewers consistently note the UI is cumbersome for new users and requires significant training.
Building comprehensive reports often requires advanced technical skills or IT support, despite the bundled analytics.
Subscription pricing is enterprise-grade and not transparently published — buyers face sales-led contracting.
Implementation and module add-ons (resource management, integrations) drive incremental cost beyond per-user license.
Customers preferring a lighter-weight PPM may move to Smartsheet, Wrike, or Monday.com; those needing tighter SAP/Oracle integration go to Clarity PPM or Oracle Primavera.
Reasons to switch
Why people leave Planview Daptiv
The recurring reasons buyers give for replacing Planview Daptiv. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Planview Daptiv fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Planview Daptiv pricing overview
Daptiv publishes a starting price of $29/user/month on entry-level listings, but detailed tier-specific feature breakdowns are not publicly available. Full-featured deployments require contacting Planview sales for custom quotes, suggesting significant variation in enterprise licensing costs.
Standard
Tier 1 of 3
$29/user/month
What's included
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What gets migrated
Planview Daptiv object support
Object-by-object support for Planview Daptiv migrations. Per-pair details surface during scoping.
Portfolios
Fully supportedDaptiv's portfolio hierarchy maps directly to standard portfolio structures. We preserve the parent-child relationships and any portfolio-level financial or status fields during migration.
Projects
Fully supportedProjects are the primary container in Daptiv. We map project-level fields including dates, status, owner, and budget fields 1:1. Any Daptiv-specific workflow states are translated to destination equivalents.
Tasks
Fully supportedTasks under projects carry dates, assignments, effort, and cost fields. We map these in dependency order to preserve Gantt relationships and planned vs. actual work figures.
Resources
Mapping requiredResources in Daptiv carry billing rates, skill assignments, and allocation percentages. We map the resource pool and their assignments; billing-rate fields require configuration alignment with the destination's cost model.
Milestones
Fully supportedMilestones are first-class objects in Daptiv and carry dates and deliverables. We preserve them with their project associations and target completion dates.
Time Entries
Fully supportedDaptiv tracks actual work via time entries linked to tasks and resources. We export these as historical records and land them in the destination's time-tracking structure.
Custom Fields
Mapping requiredDaptiv supports custom fields on projects and tasks. We inventory all custom fields during scoping and generate a field-mapping table before import to ensure data lands in the correct destination properties.
Attachments (DeskDocs)
Mapping requiredDaptiv stores file attachments in DeskDocs, a document management layer. We export files as binary blobs and re-associate them to the correct project or task records in the destination system.
Resource Allocations
Fully supportedAllocation percentages and demand-vs-availability data export cleanly. We map allocation records to the destination's resource management module and flag any rounding differences in percentage precision.
Budget and Cost Data
Mapping requiredDaptiv calculates planned cost based on assigned billing rates and actual cost from time entries. We preserve raw cost figures and flag where destination cost models differ from Daptiv's calculation logic.
Statuses and Workflow States
Mapping requiredDaptiv's configurable workflow statuses vary by tenant. We collect the full status vocabulary during discovery and build a mapping table so records land in the correct state post-migration.
Dashboards and Reports
Not in this platformDaptiv's saved dashboards and report definitions are tightly coupled to its UI and data model. We do not migrate dashboard configurations; instead we document the key metrics and data points each dashboard surfaced so they can be rebuilt in the destination tool.
| Object | Support | Notes |
|---|---|---|
| Portfolios | Fully supported | Daptiv's portfolio hierarchy maps directly to standard portfolio structures. We preserve the parent-child relationships and any portfolio-level financial or status fields during migration. |
| Projects | Fully supported | Projects are the primary container in Daptiv. We map project-level fields including dates, status, owner, and budget fields 1:1. Any Daptiv-specific workflow states are translated to destination equivalents. |
| Tasks | Fully supported | Tasks under projects carry dates, assignments, effort, and cost fields. We map these in dependency order to preserve Gantt relationships and planned vs. actual work figures. |
| Resources | Mapping required | Resources in Daptiv carry billing rates, skill assignments, and allocation percentages. We map the resource pool and their assignments; billing-rate fields require configuration alignment with the destination's cost model. |
| Milestones | Fully supported | Milestones are first-class objects in Daptiv and carry dates and deliverables. We preserve them with their project associations and target completion dates. |
| Time Entries | Fully supported | Daptiv tracks actual work via time entries linked to tasks and resources. We export these as historical records and land them in the destination's time-tracking structure. |
| Custom Fields | Mapping required | Daptiv supports custom fields on projects and tasks. We inventory all custom fields during scoping and generate a field-mapping table before import to ensure data lands in the correct destination properties. |
| Attachments (DeskDocs) | Mapping required | Daptiv stores file attachments in DeskDocs, a document management layer. We export files as binary blobs and re-associate them to the correct project or task records in the destination system. |
| Resource Allocations | Fully supported | Allocation percentages and demand-vs-availability data export cleanly. We map allocation records to the destination's resource management module and flag any rounding differences in percentage precision. |
| Budget and Cost Data | Mapping required | Daptiv calculates planned cost based on assigned billing rates and actual cost from time entries. We preserve raw cost figures and flag where destination cost models differ from Daptiv's calculation logic. |
| Statuses and Workflow States | Mapping required | Daptiv's configurable workflow statuses vary by tenant. We collect the full status vocabulary during discovery and build a mapping table so records land in the correct state post-migration. |
| Dashboards and Reports | Not in this platform | Daptiv's saved dashboards and report definitions are tightly coupled to its UI and data model. We do not migrate dashboard configurations; instead we document the key metrics and data points each dashboard surfaced so they can be rebuilt in the destination tool. |
Gotchas
What to watch for in Planview Daptiv migrations
Issues we've hit on past Planview Daptiv migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Billing rate configuration affects downstream cost calculations
DeskDocs attachment storage requires file-level extraction
Tenant-specific workflow statuses require a mapping table
Post-acquisition product lineage creates documentation gaps
| Severity | Issue |
|---|---|
| Medium | Billing rate configuration affects downstream cost calculations |
| Medium | DeskDocs attachment storage requires file-level extraction |
| Low | Tenant-specific workflow statuses require a mapping table |
| Low | Post-acquisition product lineage creates documentation gaps |
Leaving Planview Daptiv?
Where Planview Daptiv customers move next
5 destinations Planview Daptiv can migrate to.
How a Planview Daptiv migration works
Four steps, Planview Daptiv-specific
Connect
Not publicly documented for Daptiv into Planview Daptiv. Scopes limited to read-only on the data we move.
Map
We translate Planview Daptiv-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Planview Daptiv quirks before production.
Migrate
Full migration with Planview Daptiv rate-limit handling. Rollback available throughout.
FAQ
Planview Daptiv migration FAQ
Answers to the questions buyers ask most during Planview Daptiv migration scoping. Not seeing yours? Book a call.
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