Deltek WorkBook vs. Planview Portfolios

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.

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Planview Portfolios is well suited to provide a single, central, view of the truth. There is clear expansion capabilities to integrate it as a true Enterprise toolset with existing organisation wide (not just delivery) - you can pick and choose what you need to implement and that list gets longer. The ability to quickly gain an understanding of resources within the overall portfolio and some really clever tools regarding capacity and demand modelling. I think the only challenge we have encountered is modelling our Business as Usual activity to a level of detail - this is due to other tools being very embedded not just in the organisation but across a lot of industries.

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• Workbook handles all processes in a consultancy company
• Workflow options on all thinkable processes
• Support global growth and intercompany management
• Strong planning tool
• Able to manage multiple clients to one project
• Advanced template set-up
• The communication module, so all relevant information is available on the projects
• Flexible planning and project management

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• Manage large portfolios with thousands of projects.
• Roll up financials across strategic hierarchy for projects around the world.
• Manage access in multiple ways so we can set up each user/role with just the right permissions.
• Support a variety of reporting and analytics methods.

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• The integrations on IT level are not great and should be improved.
• Change of IP's that's used for logins are being changed without reporting it to super users.

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• Capturing lower-level detailed expenditures within a project so that financial screens can show the details of the roll-up.
• Reporting flexibility so that end users can create their own quick ad hoc reports for analysis.
• Capturing matrixed skills on resources to ensure staffing is adequate and better align demand to supply.

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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.

Gets the job done, just not the sexiest.

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Perfect tool for planning resource time management. Giving flexibility with ease in uptodate . Team collabration . Team aligment. Top management aligment. Close the project with feed back . Team aligment. Expert contribution in task . Task management easy for project manager . Nice tool to have for project manager. Cost contol & project management is very easy with Planview

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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.

There are occasions when the system is a bit sluggish. However, it may not always be on the Planview side. We are investing in better tools to monitor our network performance, which will help us diagnose issues more effectively in the future.

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Great implementation support, but haven't had many questions since.

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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.

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Generally good. Sometimes, users are a bit overwhelmed, and it takes multiple sessions for them to get the hang of it.

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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

Timelog, e-conomic project module and podio

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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.

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Did not help purchase product.

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We are constantly growing and expanding. It is challenging to accommodate different user needs, but the system does provide means of doing that as we desire.

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some resources were great, but too much on their plates to be available

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• WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
• We have spent a lot of time on support which is a negative impact.

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Independently Invited by TrustRadius

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• 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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info