Likelihood to Recommend 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.
Read full review I no longer think that Quickbase is the way of the future. They do not fix major bugs in a timely manner, and are releasing basic functionality behind a paywall. I believe that Enterprise Level Tier should be given certain things, like SLAs on Support and up-time. However, as a low-code no-code platform the majority of the accounts, "builders", and users are not going to be able to justify the cost of an Enterprise Tier Plan, and won't be able to use the features that Quickbase continues to advertise.
Read full review Pros 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. Read full review Rapidly bring new ideas to life Great authentication and authorization system out of the box Connects with many major third-party services (via Pipelines) Reporting and Dashboards are awesome Excellent emails notification system to keep us in the loop when data changes Intuitive UI for building forms and reports Nice playground to test new ideas Read full review Cons 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. Read full review I'd like to see a link on email notices that take you directly into said notice. On an app that only has 1 or 2 email notices firing, there's no issue. However, we have some tools that are so complex that they have about 20 email notices firing at any given time based on the action users take. In this case, if we have to go in to modify a notice, we have to guess or scroll down the long list of notices to see which one we need to customize. It would be great if Quickbase had the URL of said notice somewhere at the footer of that notice so when Administrators click on it, it takes them into the exact notice they need to update. When filling out or reviewing a lengthy form, I'd like to see the Save & close button, as well as a Save & next option at the bottom of the form rather than having to scroll back up to the top of those forms just to click on those choices. Read full review Likelihood to Renew 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 For our use-case of QuickBase, there really aren't any other products out there that can offer us the same out-of-the-box solutions they provide to us. We're also so integrated with it in our daily processes that to move away from it abruptly would cause mass chaos, so it's going to be renewed for at least the next several years.
Read full review Usability The toolset is provisioned as a SaaS solution making it very easy to scale up / down as our user bases increase/decrease. There are some features around the planning capability that could be improved to enable ease of access to our PMs e.g. dependency management (while powerful) dependency management doesn't allow you to add constraints in the same field - you have to click to a separate area
Read full review Quick Base has done everything we have asked it to do and then some. Our original goal was to have one system for CRM that encompassed both the sales process and the customer management. We have gone w-a-y beyond that with analytics, project management, system bug logging, and historical effort reporting.
Read full review Reliability and Availability 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 Once we did get Quick Base configured and customized it was reliably available when we needed it. We may have had one or two occasions when the product was inaccessible but those were few. The greatest challenge with its availability was its difficulty with integrating with our systems.
Read full review Performance 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.
Read full review Some of our tables that hold over a million records are starting to perform poorly, with some summaries taking over 20 seconds to load. This may be an indication that it is best to archive old data when reaching large volumes like this.
Read full review Support Rating 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.
Read full review If you utilize the community, the support is amazing. Unfortunately, I find their actual support system a bit underwhelming. They don't seem to have a great process for interacting directly with an issue and often sweep significant issues under the rug by categorizing them as "Enhancement" ideas or legacy items.
Read full review In-Person Training It is very easy to get training from their University portal and still if we don't know their, then we can ask their support too.
Read full review Online Training Generally good. Sometimes, users are a bit overwhelmed, and it takes multiple sessions for them to get the hang of it.
Read full review Quick Base already is having a separate portal of providing training to customers and it is very easy to use and updates as per the new features added in to the application
Read full review Implementation Rating 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
Read full review I was not directly involved with the initial account implementation, only a bystander. For the app I directly implemented for my department only, I wish I had know to create an app diagram first. I don't remember if that was suggested. I think that would be a great help tip tool when a new app is created, to have a page with a check list of what is needed or how to get started. If you are a regular app builder, then you can bypass it or have the ability to turn it off in the app settings.
Read full review Alternatives Considered 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.
Read full review Well, there's a plethora of low-code tools out on the marketplace and, you know, there's a reason that we've decided to partner with QuickBase because it has all the right balance of the ability to integrate with the ability for a citizen developer to create apps successfully. So if you look at something like Zo Ho's low-code offering, for example, yes, there are some similarities there, but they're really dependent on all of their other licensed products to get you where you want to be, where with QuickBase you have the ability to truly create something custom.
Read full review Contract Terms and Pricing Model Did not help purchase product.
Read full review Scalability 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.
Read full review It has evolved really well with our company, but there is a hard limit to the table size that has begun to affect us and not let us grow. The table size limit is set at 500 MB and we have had to jump through quite a few hoops to be able to get by.
Read full review Professional Services some resources were great, but too much on their plates to be available
Read full review For clients we use Qucik base to develop application
Read full review Return on Investment 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. Read full review ROI is HUGE. Our company saved over 3.5 million in one year alone based on developments that year in Quickbase that saved time for many teams Less user error - implementing automations and standardized workflows has led to less user error as was previously seen by maintaining spreadsheets or Smartsheets Read full review ScreenShots Planview Portfolios Screenshots