Planview PPM Pro vs. TaskRay

PPMPro is well suited for tracking new product introduction projects, as well as process changes. It serves to reliably track ongoing action items, issues, resource allocations for projects. Areas where PPMPro is less appropriate for use: Project to project dependencies, automating action item notifications on multiple platforms, integrations of PPMPro into other platforms PMO typically uses (like MS Projects, Teams, ppt, etc)

TaskRay is a great solution for small to medium sized businesses running multiple projects at the same time. It is very cost effective and their development team is actively adding new functionality regularly. If you prefer working from a tiled Kanban board view, this is highly worth evaluating.

Incentivized

• New request workflow/kanban board helps visualize where new requests are in the process of the quote to cash/request to completion
• The time tracking tool is tied directly to project tasks for seamless integration of time tracking, estimates, and actuals
• The reporting capabilities and ease of use has allowed us visibility to data that we never had before
• The tool is easily configurable by Administrators. We can add fields, change reports, add new dashboards within hours vs. days of trying to track things manually

Incentivized

• Onboarding Templates
• Scheduling Onboarding tasks and assignments to client and employees
• Creating project logs so that everyone knows what is being worked on

Incentivized

• The base API is not a REST based interface and is difficult to use for integration with other systems in the enterprise.
• The UI for the maintenance of the task schedule for projects can be a bit cumbersome , although the spreadsheet style editor helps somewhat. The Gantt view is not interactive.
• The workflow engine is designed only for initial project intake, and does not allow for an integration of the work flow with the project from start to end, so it can't be used for routing artifacts like change requests, ancillary project approvals, etc.

Incentivized

• Unfortunately TaskRay does not allow us to share templates externally with customers.
• We have employees all over the world and we don't think TaskRay will support other languages such as Japanese. Note, I am speaking with a sales rep next week to confirm this, so we may be incorrect.

Incentivized

Because I never evaluated other tools, I would be open to considering others. Given our establishment with Innotas and the value it has provided us, separating from it would cause some organizational discomfort. However, if a tool existed with a more intuitive interface for manipulating the data and factors of projects and resources, I would be very interested.

Incentivized

It's hands-down the best PM tool we have ever used. Nothing compares in ease of use and being easy to learn. It also looks great and makes sense immediately

Incentivized

PPM Pro has very effective process capabilities around Project, Demand, and Resource Management as well as Reporting/Dashboards. Very stable platform, never any downtime. We now also have PPM Pro Sandbox which we have leveraged for any new major developments such as Request Management.

Incentivized

Easy Easy Easy to use

Incentivized

Innotas is very rarely down if at all.

No issues with overall response time and performance. There have been some occasions where a Report could take few minutes to render but this is vary rare. No integration issues...

Incentivized

Their ability to assist and answer questions when needed is incredible. They create innovative ways to share information and help customers trouble shoot. I didn't give it a ten because I believe they could do a better job of personally reaching out to customers and providing improvement guidance based on where the customer is at and their needs at the time

I have not had many support issues but when I have, they have been courteous helpful, and solved the issue

Incentivized

Tim Srjezter was an excellent trainer.

It's been since 2009. A lot has changed. We have not grown as much as we could have because of executive backing.

Incentivized

Again, just like the app, the implementation was very easy.

Incentivized

Microsoft Project does not integrate the data or provide meaningful dashboards. We needed a tool that could manage a portfolio of projects versus just a single project view. In addition we needed a tool to track financials and internal effort all integrated into one product. Planview PPM Pro addressed all of our needs

We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay. The only reason we may not end up going with TaskRay is lack of templates and slightly stunted reporting features (this is mainly due to Salesforce limitations). Our organization is growing so quickly, we need to consider tools that are better able to regiment processes in a larger group of Customer Service Representatives and give management more detailed insight into those activities.

Incentivized

I have no issues with current licensing and renewal terms...

Incentivized

We have always used PPM Pro across multiple Business Units and Business Functions and have never encountered any scalability issues. PPM Pro offers flexibility in how the various Entities are configured across the Enterprise

Incentivized

Very effective and flexible - we obtained a pool of consulting hours that we can use at any time over 12 month period. Consulting topics can vary as we explore new functionalities in PPM Pro. Very easy to schedule ad-hoc time with PPM Pro consultant

Incentivized

• Planview PPM directs all the resources in the right channel, hence, credible performance.
• Planview PPM initiates proper time, and resource tracking and hence is friendly for company functions.
• Planview PPM is competent in managing diverse projects, and this offers highly sustainable business continuity.

Incentivized

• It was highly effective in organizing projects and sprints.
• Time cards were easy to manage.
• TaskRay's integration with Salesforce is a huge win as well as you can leverage workflows, approval processes, and alert notifications.

Incentivized