AgilePlace is a project management solution built around flexibility, data-driven analytics, and workflow automation. The software was acquired by Planview in December 2017 to expand that company's capabilities.
$19
per user, per month
Planview Portfolios
Score 8.2 out of 10
N/A
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.
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.
Planview has been growing continuously in the last decade or so, and its acquisitions of some big players in the market have imparted much-needed confidence in the tool. The ability to integrate Planview using APIs, Snap Logic, or Planview's own tool, 'Hub,' makes it stand out …
This tool enables the visual management needed in many offshore teams to easily and quickly see the pending work, work in progress and completed work.For teams that work with a waterfall methodology and do not have AGILE internalized, I believe there are other solutions from Planview or other providers.
Portfolios are very well suited to managing large projects or portfolios and have the reporting to support those efforts. They have a lot of functionality, but sometimes, having too much functionality makes it confusing for new users. I am looking forward to Planview to see if that will help reduce the confusion our users are experiencing.
Capture potential opportunities using the Requests Module and analyze and rank these opportunities via lifecycles and promote (dispatch) approved opportunities into Projects. Information captured during the request process automatically get transferred to projects.
Robust schedule management; time reporting; resource management and financial planning and management
Risk and Issue management controlled via robust lifecycles.
Extensive reporting capabilities via SSRS and Power BI Dashboards and delivered to users via tiles in Project and Portfolio views.
Ability to add more than 1 visual cue to the card. We use custom icons and sometimes more than 1 is appropriate but you have to choose which is most important since only 1 can be applied.
Better visibility to board access from the user administration screens. Currently have to run 1-2 reports to see this information. Would like to be able to click on a user within Configure Users and see what boards they have access to quickly.
this is the area I can see Planview Portfolios is very much lagging behind. If you see Atlassian, they are having a robust API information and using that we can securely access the necessary information based on the role. I think a similar kind of approach need to done in Planview Portfolios as well.
User Information and Resource information is separate. Expecting that, during the User creation, when a resource is linked, automatically all the basic fields should be populated with the values, also if a person is having an User account there is no way for that person to know that what User role that he/she is having. Also none of the reports covering that details.
Automation - It's mentioned using the UiPath some of the Automation has been done in the User creation but don't find any necessary document for better understanding.
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.
LeanKit isn't the best designed Kanban system I've seen, but overall it's pretty usable. The boards I've used are pretty complex, so it can be difficult to find things. I found that searching and filtering for specific cards was somewhat of a challenge. Dragging a card from one lane to another is kind of a fun way to get things done though.
There is a learning curve that needs to be overcome for new and occasional users. Need to clearly training users on how to filter the data with "Portfolio's"
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.
Every time I have reached out to the AgilePlace support team I have received a timely response in addition to professional & personal feedback. Their consultants are knowledgeable and the management team is happy to jump in and help when needed.
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.
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
Originally, we had evaluated two other tools next to Planview LeanKit: Kanbantool and Kanbanflow. The latter was a close contestant for productive use, as it was also very customizable and a joy to work with and look at. It also had lower user fees and a mobile integration. In the end, we picked Planview LeanKit because of several reasons: Aesthetics: The look was much more clean and professional. Reporting: It was obvious from the start that we could use Planview LeanKit as a tool for improvement. API: We needed to integrate the Kanban into our central systems and Planview LeanKit API was (and still is) a way to do it. Card Headers: This sounds like a simple thing, but the headers above the titles fit our work perfectly and looked perfect, which helped the decision.
Odoo, like this platform, has allowed us to efficiently organize our projects so that they can be prioritized by importance, to know which is the most urgent, in addition, it has also allowed us to assign work in an organized way among our collaborators, and their reports have allowed us to improve.
It has improved Resource Management. We now consistently represent resource available-to-promise against operational commitments, other projects, q-end commitments, vacations, etc.
It has improved our quality of forecasting. We now model project changes and future requests against available time and resources ("what-if" scenarios).
It has improved our strategic focus. We now manage our projects from a program/portfolio point of view to ensure we are resourcing company strategic initiatives.
