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.
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Zenkit is a good tool to manage your own projects and sharing progress with colleagues. If you are looking for a tool to accomplish this use case, Zenkit would be my first recommendation.
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 Axonic Informationssysteme GmbH
Multiple Views - Kanban.Cards, Lists, Tables & even Mindmaps Addition of custom fields which included numbers In table view this can be filtered & numbered fields can have totals at the top. Zenkit has handy pre-buitl templates for different kinds of use such a CRM Has the ability to change field content across cards via bulk action. Neat! Can have formulas in Cutom fields Calander syncs to Google calendar Can bulk import Trello lists & cards easily 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 Axonic Informationssysteme GmbH
There are some instances where the dashboard gets laggy and buggy. But goes back to normal in a few minutes Integrations still not that advanced--but there's still room for improvement Not recommended for teams with more than 6 people-- you will need to upgrade your account to Premium. 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 Axonic Informationssysteme GmbH
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
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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 Axonic Informationssysteme GmbH
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 Axonic Informationssysteme GmbH
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.
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The support is always friendly and offers fast solutions if possible. Bugs were removed in the next hours after contacting the support. They have also a lot of tutorials and great documentation.
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.
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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
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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 Axonic Informationssysteme GmbH
As described before, Zenkit adds a lot more flexibility to the things the other applications can do. But this also means that there is no predefined structure which might be helpful for some people. Zenkit is working on that and is releasing some apps building on the core, so that could improve over time.
Read full review Contract Terms and Pricing Model Did not help purchase product.
Read full review Axonic Informationssysteme GmbH
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 Axonic Informationssysteme GmbH
Professional Services some resources were great, but too much on their plates to be available
Read full review Axonic Informationssysteme GmbH
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 Axonic Informationssysteme GmbH
For the price, it is definitely worth a punt. Helped me manage tasks, processes and strategic goals thus saving time & being more efficient. SImple to learn & plenty of tutorials so onboarding was straightforward. Read full review ScreenShots Planview Portfolios Screenshots