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Planview Portfolios.
May 16, 2024

Planview Portfolios.

Anonymous | 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

We use Planview Portfolios as our project, portfolio management tool. We use Portfolios to manage both projects and portfolios. We also use the reporting functionality to allow us to manage and report on all of our projects and portfolios throughout the enterprise. We also use the financial screen to manage our project and portfolio budgets and compare with actual/forecasts to identify variances to enable to stay within budget. We plan to connect Portfolios with AgilePlace next month for a connected solution.
  • Managing projects' schedule, scope, and budget.
  • Capacity and demand planning.
  • Enterprise-wide reporting.
  • Portfolio management.
  • Ability to do estimations based on capabilities. We need to know the costs of the different capabilities we are building within one project.
  • 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.
We are just in the process of deploying AgilePlace and will connect with Portfolios Smartsheet, which does have the functionality we need. We are just starting to use AgilePlace. We have a business group doing a proof of concept.

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

Not sure

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?

No

Would you buy Planview Portfolios again?

Yes

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.