Planview PortfoliosFormerly Planview Enterprise One
Overview
What is Planview Portfolios?
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.
Planview Portfolios
Planview Portfolios Review
Planview Portfolios.
Great Product and value for money.
Planview Portfolios - great for large organizations with existing Project Management expertise.
Planview Review
Good tool with lots of potential
Deliver on Strategic Goals
Planview Portfolios
A robust enterprise-wide software solution for managing large organizations
My User Experience with Planview Portfolios
Strategic Planning - Meet your goals!
Planview Portfolios in depth
Planview Portfolios: Excellent product that stands out from the pack
Awards
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Reviewer Pros & Cons
Pricing
What is Planview Portfolios?
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.
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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- Tech Details
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- FAQs
What is Planview Portfolios?
Planview Portfolios is a project portfolio management and enterprise architecture management tool provided by Planview, Inc., located in Austin, TX. It includes two components: Portfolio and Resource Management (formerly Planview Enterprise), and Capability and Technology Management (formerly Troux). The platform is available as a cloud-based or on-premise service.
Portfolio and Resource Management (formerly Planview Enterprise) connects strategy to execution by improving decision making across the enterprise, including product development, IT, and services. By integrating planning and execution, it enables organizations to prioritize their portfolios, balance organizational capacity against demand, link plans and resources to project execution, and manage the underlying financials of the entire process.
Capability and Technology Management (formerly Troux) is designed to drive business outcomes by connecting technology with business context. The vendor says this enables IT leaders to advance business strategies and capabilities by making better decisions about application and technology portfolios. According to the vendor, the module’s data model and visualizations, combined with deep domain expertise in application and technology management, enable customers to achieve shorter time to value and to better communicate the business value of IT.
Planview Portfolios Features
- Supported: Resource Management
- Supported: Actuals: Understand Projected Versus Actuals
- Supported: In-Application Views and Reports
- Supported: Strategic Planning
- Supported: Analytics and Reporting
- Supported: Investment Prioritization
- Supported: Scenario Modeling
- Supported: Impact Analysis
- Supported: Capacity Planning
Planview Portfolios Screenshots
Planview Portfolios Video
Planview Portfolios Integrations
Planview Portfolios Competitors
Planview Portfolios Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows, Mac |
Mobile Application | No |
Supported Countries | North America, South America, Europe, Asia, Australia |
Supported Languages | English, French, German, Spanish, Chinese, Japanese |
Planview Portfolios Downloadables
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(164)Attribute Ratings
- 8.2Likelihood to Renew15 ratings
- 7.3Availability2 ratings
- 7.3Performance1 rating
- 7.7Usability6 ratings
- 7.9Support Rating8 ratings
- 6.4Online Training2 ratings
- 6.4In-Person Training1 rating
- 8.2Implementation Rating3 ratings
- 7.3Configurability1 rating
- 7.3Product Scalability1 rating
- 5.5Vendor pre-sale1 rating
- 4.5Vendor post-sale1 rating
- 8.2Planview PPM Pro Configurability1 rating
- 5.5Professional Services1 rating
- 6.4Contract Terms and Pricing Model1 rating
Reviews
(1-5 of 5)Planview Portfolios - great for large organizations with existing Project Management expertise.
- Visibility.
- Persona based views - reporting and tiles.
- Robust system.
- Connected work
- There is a lot to take on - many users experience information overload.
- UI is a bit 'old' but improvements keep coming.
- Resource Management
- Visibility
- Financial Management
- Soft benefits such as increased visibility and transparency of the work being done.
- We've been able to offboard from some other tools and consolidate our efforts within the Planview suite of applications, saving money and time
- The ability to see all projects
- The ability to manage resource capacity
- The ability to attribute labour cost to the correct work
- Live reporting
- In the project to product shift
- Scalability
- Other
Good tool with lots of potential
- Ability to create simple or complex lifecycles when needed
- Viewing a portfolio of data at once for overall group view
- Resource management expansion over the years has allowed more valuable data
- Increases for data system can process when it comes to reporting
- Allowing strategic structure capabilities to be similar to all others, currently limited in add/deletes from a structure standpoint and have to go the portfolio route.
- Work/Project including lifecycles capabilities and CRI management
- Reporting for work/projects, strategies, and users
- Connection to other applications, Planview applications and non-Planview apps
- Being able to see and manage all projects in a single location has been positive
- Reporting frequency available via oData Power BI has been negative
- The need to see what people are working on
- The need to look at overall project portfolios
- The ability to tie projects back into company strategies
- We may be able to leverage resource management
- We may be able to leverage the outcomes module for product mapping
- Don't know
- Work/project module
- resourcing module
- time keeping
- Strategies module
- Some administration navigation functions
Planview Portfolios
- manage work
- manage resources
- manage capacity
- backend architecture is complicated
- growth beyond projects
- back end configuration is difficult without knowledge or support
- capacity
- resources
- timesheets
- roll out beyond IT
- alignment to strategy and delivery
- Cloud Solutions
- Scalability
- Implemented in-house
- configuration support
- Online Training
- In-Person Training
- viewing resources and work
- reporting
- portfolios
- administration
- none
- workday
- azuredevops
- Single Signon
- API (e.g. SOAP or REST)
- ETL tools
- cloud
- continuous cloud
- All the aspects of project management are covered (plan, baseline, resource, risk, issue, change, and financial planning)
- Resource management is effective; various allocation type offers flexibility (allocation, authorization, reserver)
- Project planning is easy. Different perspective are available
- Outcome management allows for creating products and services roadmap
- There are many tiles and reports but they could be more flexible (more filters in standard tiles and a better reporting system)
- Could be useful a better integration between planning and ticket system
- Project Planning
- Resource allocation
- Resource Timesheet
- It improves project portfolio control, resource optimization and project planning.
- Help PM and team members to schedule their activities and increase internal culture.
- IT Project Portfolio
- Real Estate projects
- Internal Audit
- Align departments on portfolio progress
- Enterprise architecture
- Outcome management
- Agile with Projectplace integration
- Cloud Solutions
- Ease of Use
- Third-party professional services
- Collect required information
- Project Planning
- Timesheet
- Reporting and analysis
- Workflow
- Planview is an excellent tool for managing project plans and resources (resource capacity). We are able to clearly see what stage work is at, forecast remaining effort and manage work with the view into resource capacity and availablity
- ARP is an excellent platform for reporting. We are able to pull valuable project and resource data and view it many different ways (by division, by PL, by project sponsor/owner, etc. ) Reports can be scheduled and sent via email to customers, create custom dashboards that are role specific and with Work Builder custom reports are easy to develop
- Planview Enterprise is flexible and intuitive for the end user and the use of work and resource grants and the different license types helps control access to project data and who has the ability to view specific work/resources and edit/make updates.
- Planview has developed a culture of customer service and consults customers in regard to enhancements as new versions are being developed. Inner Circles are comprised of a broad array of customers who meet and discuss proposed changes to the tool and provide insight and feedback as to what is working well or not as well as making suggestions to improve the user experience. Not only is Planview listening to their customer but much of this feedback is implemented.
- Planview Customer Care provides excellent customer support and are responsive to reported incidents in a very timely manner. The support staff is very knowledgeable and the escalation process if needed is very easy.
- Planview CRM's are a great resource to customers and provide a layer of support and assistance when trying to determine which path to take when an issue occure or even following up and making calls to get an outstanding issue resolved more quickly. They also work to ensure that the tool is working for their customer and that they have what they need to use the tool to the fullest.
- Planview has worked to improve performance over the years and keep current with technology. With this said, performance is always what a customer wants and continued improvements in that area is always welcome
- With Planview we have been able to have a better view into resource capacity by resource type and role and do strategic planning as to how much work can be accomplished in a given period. It has allowed us to identify resource capacity and work trends for more effective planning. Because of this we have actually been able to increase our output while maintaining and delivering high quality projects/deliverables
- Project Management
- Resource management
- Reporting
- strategic planning
- project requests
- project pipelines
- document storage
- Price
- Product Features
- Product Usability
- Product Reputation
- Vendor Reputation
- Positive Sales Experience with the Vendor
- Third-party Reviews
- Vendor implemented
- technical issues due to inexperience with new technology (ie Sharepoint)
- technical issues due to changes in user licenses and not being informed that we needed to update those