Targetprocess from Apptio, an IBM Company, is a platform for enterprise agile planning (EAP) and strategic portfolio management (SPM) solutions that allows business and technology planners at all levels to dynamically plan and manage work, resources, investments, programs, and portfolios while ensuring continuous alignment to the enterprise strategy in a single source of truth.
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Planview Portfolios
Score 8.4 out of 10
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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.
Apptio Targetprocess is well suited to track work and progress of that work. In addition it is easy to tie that work to OKRs. Cost and hours rollup across the work hierarchy works well. Our users like the flexibility of Targetprocess and the ability to develop their own views and reports Scenarios where it is less appropriate is to do executive level reporting and develop reports that can pull in all of our time data since there is a 300k record limit
I work as a Hospital Manager and in our hospital we need various equipment and advanced machines that can diagnose the best and give us the best results so that we can analyse the patient's best possible condition. Getting new machines and types of equipment is not an easy task we need so many planning the funds for the projects and implementation of those machines can become challenging part if we don't have a proper roadmap of resource management, funds, vendors suppliers, etc. Here Planview Portfolio smartly computes the all data counts all the variables and gives us the best roadmap to follow it is very useful to get crucial projects in organizations. If the organization doesn't have multiple projects or they work in a monotonous way then this tool might not be the best option for them.
Extremely flexible: We are able to setup work for different groups in ways that work best for them.
Fantastic support group: They are extremely knowledgeable and helpful. I enjoy working with them.
Automation: Their automation capabilities have saved us a lot of time.
Customizing screens: We can go into code for the different entities, move fields around or hide them, add tabs or additional sections as needed to make for a streamlined user experience.
Reporting: Their reporting is flexible and phenomenal. There are so many different ways to pull data and the interface is easy to use.
Their user guide is well built and extremely helpful.
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.
Every feature in this amazing application is of unique importance and also quite friendly in nature that doesn’t consume a lot of time and energy as well.
For me, there is nothing to take care of in this specific application only sometimes it shows errors while updating but that’s not a big deal.
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.
Targetprocess is the most flexible application for tracking work among teams that we have found. This power comes from near limitless ability to customize your views on the work tracked in the system, and from the myriad reporting options to draw metrics and stats out of the data there. Custom fields, processes, and mashups all add to this flexibility and appeal.
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.
The UI is intuitive and consistent. The complexity of the app means there is a steep learning curve though, but it is well worth putting in the effort to get the most out of the tool. We have some team members who are learning new ways of doing things after 1-2 years of working in Targetprocess.
I feel it is very difficult to use, and very limiting and of over complicated in it's basic project management basic functions. In my opinion it is over engineered to the point of un-useful
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.
Reports are fast loading, considering they can refresh in a second or less and we have 7 years of work tracked in over 40k entities. Pages can load slowly when the views are very busy, but not frustratingly. I am a console user most of my career and generally prefer it over webUI interfaces, but Targetprocess won me over from the beginning and I spend half my day using it now.
TargetProcess' support is one of its strengths. The support team is very responsive and helpful when there is a problem but they're also proactive in providing good release notes and engaging with the community through a voting scheme to influence the priority of new features.
The team also releases new versions frequently with new features but with no knock-ons to currently working features.
Consultants are knowledgeable and friendly; it is easy to build relationships with the support people you work with and they learn how best to help you. The vendor is continuously looking for honest feedback about their tool and they use that information to design their product roadmaps
You should take some time to get everyone to agree how the system should be setup before work starts being tracked in Targetprocess, this avoids difficult and disruptive changes to processes or plugins later when everyone relies on it daily.
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
Apptio Targetprocess outshone the competition on several benchmarks. The most important for our team was ease of administration, ease of configuration, cost of licenses, and ability to leverage the tool in multiple areas (not just project management or engineering). Apptio Targetprocess ranked top in each category, with anonymous scoring from members across the selection team.
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.
We use the hosted version of Targetprocess and have never run into limitations or degraded performance due to scalability. Excellent performance over 7 years!
Lower administrative burden on product teams. The "team" nature of resource manager saves a significant amount of admin time for our Product teams when managing resources and their alignment
Lean processes for labor management. Simplifying time entry to very few tasks, and enabling time entry at a team level streamlines the representation of work and cuts back on wasted time churning through admin activities
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.
