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Good tool with lots of potential
Updated May 14, 2024

Good tool with lots of potential

Maya Flowers | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • Portfolio and Resource Management (formerly Planview Enterprise)

Overall Satisfaction with Planview Portfolios

I currently use Planview Portfolios in a system administrator capacity. I help our users understand Planview capabilities that can help solve their project/program management needs. At the moment our users are looking for solutions to give leadership an idea of what efforts are occurring and who is managing them. In the near future that will expand to the resources delivery that work for those efforts and the costs associated to deliver. The product has already solved for getting project data into the tool and who is managing those projects. It has also helped align those efforts to company/leadership strategies. With a very large organization with anywhere from 700+ projects going at one time, reporting is a key deliverable our teams are looking to Planview for once data enters into the tool. We are currently up and running with reporting options but do feel they could be expanded.
  • 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

Do you think Planview Portfolios delivers good value for the price?

Yes

Are you happy with Planview Portfolios's feature set?

Yes

Did Planview Portfolios live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Planview Portfolios go as expected?

I wasn't involved with the implementation phase

Would you buy Planview Portfolios again?

Yes

Portfolios is best suited for situations where you have a detailed project methodology process, resource management guidelines in place and financial partners who are engaged in the process. It is a tool that requires collaboration from many areas to be able to deliver accurate reporting to help drive project/program decisions for a division or company. It is less suited for organizations that are in the beginning stages or developing a project methodology process. There are many capabilities but without process driven goals and outcomes, the options may be overwhelming and used individually instead of together as they were intended. It is also, less suited for very high drive reporting environments who are looking for expansive reports with large amounts of data at one time. It can be done but not without some constraints and bumps along the way.

Using Planview Portfolios

We currently have project and program managers using Planview as well as data analysts/report developers representing our products offering teams as well a product support teams.
5 - Knowledge of Planview tools with financials, projects/program management, data analytics experience, training experience.
  • 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
Although we have our challenges, the desire for our leadership to get an overall complete picture of projects being managed across our organization is critical and Planview is helping us drive to being able to deliver on this

Evaluating Planview Portfolios and Competitors

Planview Portfolios Implementation

Planview Portfolios Support

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.
ProsCons
Good followup
Knowledgeable team
Problems get solved
Immediate help available
Support cares about my success
Quick Initial Response
Slow Resolution
Escalation required
Need to explain problems multiple times
No, not sure why not.
Yes - Some bugs were resolved timely, those that affect all customers. Other, are still pending fixes.
The most exceptional supposrt provided is when I go outside of the customer support channel and connect a Planview architect directly for assistance.

Using Planview Portfolios

My knowledge and years of using Planview makes it easy for me to navigate and use
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Work/project module
  • resourcing module
  • time keeping
  • Strategies module
  • Some administration navigation functions
Yes, but I don't use it