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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Planview AdaptiveWork

    Score8.8 out of 10
    N/APlanview AdaptiveWork is a web-based collaborative work management software. Planview AdaptiveWork enables users to connect employees and partners and create documents, reports and specialized workflow automation. Planview AdaptiveWork is designed to work across multiple teams to enable cross-company task, project, and resource management.N/A

    Planview Portfolios

    Score8.5 out of 10
    N/APlanview 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.N/A
    Pricing
    Planview AdaptiveWorkPlanview Portfolios
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Planview AdaptiveWorkPlanview Portfolios
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Planview AdaptiveWorkPlanview Portfolios
    Considered Both Products
    Planview
    No answer on this topic
    Planview
    Chose Planview Portfolios
    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 …
    Incentivized
    Key User Insights
    Would buy again
    93%
    Would buy again
    27 Answers
    94%
    Would buy again
    66 Answers
    Delivers good value for the price
    96%
    Delivers good value for the price
    23 Answers
    94%
    Delivers good value for the price
    47 Answers
    Happy with the feature set
    90%
    Happy with the feature set
    26 Answers
    94%
    Happy with the feature set
    66 Answers
    Lived up to sales and marketing promises
    82%
    Lived up to sales and marketing promises
    14 Answers
    91%
    Lived up to sales and marketing promises
    30 Answers
    Implementation went as expected
    84%
    Implementation went as expected
    16 Answers
    74%
    Implementation went as expected
    34 Answers
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    Planview AdaptiveWorkPlanview Portfolios
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    Autotask PSA
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    Workday Professional Services Automation
    Score8.2 out of 10
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    Enterprises
    Workday Professional Services Automation
    Score8.2 out of 10
    Planview PPM Pro
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Planview AdaptiveWorkPlanview Portfolios
    Likelihood to Recommend
    7.7
    (78 ratings)
    8.6
    (113 ratings)
    Likelihood to Renew
    7.5
    (26 ratings)
    9.3
    (18 ratings)
    Usability
    7.3
    (5 ratings)
    7.2
    (13 ratings)
    Availability
    8.2
    (3 ratings)
    9.0
    (3 ratings)
    Performance
    9.1
    (5 ratings)
    7.1
    (2 ratings)
    Support Rating
    10.0
    (7 ratings)
    7.2
    (13 ratings)
    In-Person Training
    8.2
    (2 ratings)
    6.4
    (1 ratings)
    Online Training
    5.4
    (5 ratings)
    6.8
    (3 ratings)
    Implementation Rating
    8.2
    (4 ratings)
    10.0
    (4 ratings)
    Configurability
    8.0
    (1 ratings)
    8.6
    (3 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    6.4
    (1 ratings)
    Ease of integration
    8.2
    (1 ratings)
    4.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    9.0
    (2 ratings)
    Professional Services
    -
    (0 ratings)
    8.4
    (2 ratings)
    Vendor post-sale
    9.1
    (1 ratings)
    8.0
    (2 ratings)
    Vendor pre-sale
    9.1
    (1 ratings)
    5.5
    (1 ratings)
    User Testimonials
    Planview AdaptiveWorkPlanview Portfolios
    Likelihood to Recommend
    Planview
    I've been an AdaptiveWork (Clarizen) admin for the past 14 years, so I've seen much improvement since I started working with the product. I'm very happy we can utilize the hybrid mode by using the cards, I think this was long overdue but it works very well.
    Incentivized
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    Planview
    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.
    Incentivized
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    Pros
    Planview
    • Many ways to acclimate to the system; documentation, videos, community, and contacts.
    • Planview provides scalable customization options tailored to the unique needs of each business unit or department. Easily add or remove fields in the system. As the admin, it was easy to learn how to configure.
    • Offers flexibility to adapt to existing systems and align with organizational workflows and processes. There are multiple ways to customize each part of the system to meet our needs.
    Incentivized
    Read full review
    Planview
    • 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.
    Incentivized
    Read full review
    Cons
    Planview
    • When it comes to reports, it would be great if there was an easy way to roll-up the results instead of having to create configurations to summarize data.
    • The consultant experience has not been great when it comes to more advanced needs for configurations. The consultants are in a different timezone which limits hours to work together and it seems hours are spent trying to determine what the requirement is and when the initial thought is that the configuration is possible, it may result in not being able to assist.
    • Charts in the reports section are not able to be exported
    • When pulling a report together, you need to make sure you pull from the right "item" or level. If you decide you need data that resides in another "item" or level, you need to re-do the report from the beginning.
    • Because the system is so configurable and I imagine different clients use the system differently, when you need something automated in your account, where you need to pull a consultant or SME in, the person doesn't necessarily understand your configurations and how things work so they are unable to give recommendations on how to solve problems that don't impact other configurations you already have set up in the system.
    • Templates cannot be updated unless they are pulled into a project and then re-saved. In the templates module, you are not able to open a template and edit to re-save. Therefore, making updates to a template can be very time consuming having to find a project to use to pull it in, make updates, re-save and then pull out. It would be great if the templates module allowed you to edit the templates and re-save.
    Incentivized
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    Planview
    • 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.
    Incentivized
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    Likelihood to Renew
    Planview
    I give my renewal of this product a 9. It's only because we never know what product may come out next and how other factors in our office political environment may cause impact upon this. If I always had my way, this is what we'd settle on as our de facto project management system.
    Read full review
    Planview
    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.
    Read full review
    Usability
    Planview
    It is easy to configure, intuitive. The customization process is in some ways better than Salesforce.com. It has a great UI. It does however depend on how it's implemented.

    The design of it is generally fine, however the ability to data upload people from a spreadsheet is an obvious miss.
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    Planview
    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
    Incentivized
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    Reliability and Availability
    Planview
    Sometimes it is slow when everyone is entering their time on Fridays or Mondays but other than that we rarely see downtime and maintenance notifications are well in advance.
    Read full review
    Planview
    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.
    Read full review
    Performance
    Planview
    Reports: Quick to Reasonable

    Most Ancillary Pages: Quick to Reasonable
    (By "ancillary" I mean lesser used/master data maintenance pages - e.g. People, Customers, Individual Tasks, Milestones, etc.)

    Work Plan (with 100 sub items): Reasonable to Slow
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    Planview
    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.
    Incentivized
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    Support Rating
    Planview
    It's a good experience overall. Clarizen was useful when needed. It's mostly needed for advice on how to do more sophisticated actions or how to change something that was set up administratively. It's seldom used otherwise. The product consistently works, the documentation is acceptable, and the generally intuitive product is easy enough for most staff to pick up without much issue.
    Incentivized
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    Planview
    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.
    Incentivized
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    In-Person Training
    Planview
    • We worked with a Project Manager on their side. He was very good about developing a project plan to hit our goal. I think we had weekly or twice weekly calls – very steady cadence over 3 month period.
    • Their PM skills were great – kept us on task. For the last week, they sent 2 people on site and they did training for power users. After that a couple of them revisited here
    Read full review
    Planview
    No answers on this topic
    Online Training
    Planview
    Our trainer, Alex, is exceptional and knows the product really well. I swear he must have wrote the product himself! His manner with training is very easy going, gives you homework that is applicable to what you need to learn and stages it correctly for you. It was a pleasure to be trained by him.
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    Planview
    Generally good. Sometimes, users are a bit overwhelmed, and it takes multiple sessions for them to get the hang of it.
    Incentivized
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    Implementation Rating
    Planview
    We have been able to implement AdaptiveWork pretty easily but it requires updating of resource availability and continuous training as roles change and new people join the company. Other documentation is used such as spreadsheets for longer range planning and project approval
    Incentivized
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    Planview
    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
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    Alternatives Considered
    Planview
    Planview AdaptiveWork was the right size, at the right price point that fit our customization and integration flexibility. It is intuitive to use but allowed us to add complexity as our needs grew
    Incentivized
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    Planview
    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.
    Incentivized
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    Contract Terms and Pricing Model
    Planview
    No answers on this topic
    Planview
    Did not help purchase product.
    Incentivized
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    Scalability
    Planview
    No answers on this topic
    Planview
    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.
    Incentivized
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    Professional Services
    Planview
    No answers on this topic
    Planview
    some resources were great, but too much on their plates to be available
    Incentivized
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    Return on Investment
    Planview
    • By implementing Planview AdaptiveWork on a company-wide level, we have been able to remove the other project management tools we have been using and consolidate our costs for technology down to a single tool
    • The ability to incorporate cross-departmental work and communication has streamlined our project management processes to a point where we can work seamlessly together without interruption trying to consider the gaps between tools
    • Reporting capabilities from the unified tool has given our leadership insight and the ability to make strategic business decisions more effectively than ever
    Incentivized
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    Planview
    • 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.
    Incentivized
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    ScreenShots

    Planview AdaptiveWork Screenshots

    Screenshot of AdaptiveWork's Portfolio ManagementScreenshot of Integration Through an Array of AppsScreenshot of Real-Time Project ManagementScreenshot of Social Collaboration - From Ideation to Project Delivery

    Planview Portfolios Screenshots

    Screenshot of END to END VISIBILITY: Planview offers complete visibility across all strategic endeavors, the status, spend, and progress. This gives organizations a connected view of how all initiatives are tracking without having to manage disparate teams and tools.Screenshot of SCENARIO ANALYSIS: Planview users can compare plans, analyze investment trade-offs, and prioritize investments across different types of portfolios to ensure delivery of the best outcomes. This helps users to ensure the organization's capacity and investments are aligned to the highest priority initiatives.Screenshot of PERSONALIZED USER EXPERIENCE: Planview can create unique, real-time views based on a job and the status, progress, and other data-oriented use cases. As a result, it can pinpoint where to focus, issues to address, and risks to mitigate in a single view.Screenshot of DYNAMIC PLANNING AND FUNDING: Planview can be used to pivot plans and key priorities at any time, and continue planning as needed based on organizational strategies and goals. It offers a portfolio mix of investments, initiatives, products, and projects.Screenshot of GENERATIVE AI ASSISTANT: Planview Copilot taps into Planview knowledge and learnings from thousands of Planview customers to glean insights, derive recommendations based on best practices, and inform strategic decisions. It connects data across project and product initiatives to help understand insights from organizational data – and it does this using a natural language interface.