Overview
What is Planview Daptiv?
Planview Daptiv is a cloud-based project portfolio management (PPM) solution that is now owned by Planview since the January 2021 acquisition of Changepoint). Planview Daptiv PPM covers diverse needs like Portfolio Management, Project Management, Resource Management and Office Management functionalities…
Fly high with Planview Daptiv
Daptiv - solid tool
Daptiv PPM customer feedback
Is Daptiv right for your Organization
Daptiv for a Marketing Team
Daptiv - end user thoughts on time/task tracking.
Useful Tool for Time Management
Your projects - Daptiv style
Daptiv review
Angela @ YMCA
Great product, though could not solve our particular issue.
Daptiv - An Efficient Project Management Tool
Daptiv Review
Daptiv - Give it a try!
Popular Features
- Task Management (6)6.868%
- Team Collaboration (6)6.868%
- Resource Management (6)6.464%
- Workflow Automation (5)6.464%
Reviewer Pros & Cons
Pricing
What is Planview Daptiv?
Planview Daptiv is a cloud-based project portfolio management (PPM) solution that is now owned by Planview since the January 2021 acquisition of Changepoint). Planview Daptiv PPM covers diverse needs like Portfolio Management, Project Management, Resource Management and Office Management…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Features
Project Management
Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation
- 6.8Task Management(6) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 6.4Resource Management(6) Ratings
Resource management is workload planning to maximize resources.
- 6.1Gantt Charts(3) Ratings
Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.
- 6.4Scheduling(4) Ratings
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
- 6.4Workflow Automation(5) Ratings
Workflow automation is the ability to route work requests along an approval process automatically.
- 6.8Team Collaboration(6) Ratings
Team collaboration capabilities let team members work directly with each other and provide team updates.
- 5Support for Agile Methodology(4) Ratings
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
- 8.2Support for Waterfall Methodology(4) Ratings
Waterfall methodology is a tradition development method that is linear and sequential.
- 6.5Document Management(3) Ratings
Document management provides for centralized management of all project documents.
- 8Email integration(2) Ratings
Email integration allows work requests to be made directly from email.
- 7Mobile Access(1) Ratings
Mobile access is the ability to access the software from a smartphone or tablet.
- 6.8Timesheet Tracking(5) Ratings
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
- 5.5Change request and Case Management(2) Ratings
Change request and change management enables tracking of all customer requests including priority and timeframe.
- 6.4Budget and Expense Management(5) Ratings
Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.
Professional Services Automation
Features that support professional services organizations
- 9Quotes/estimates(1) Ratings
Ability to create, manage and send project fee proposals to customers
- 7Invoicing(1) Ratings
Ability to create, manage and send invoices to clients during or after completion of a project
- 7Project & financial reporting(2) Ratings
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Planview Daptiv?
Pricing is dependent on number of users. More advanced reporting features can be had at an additional cost. Implementation support is available.
Planview Daptiv Features
Project Management Features
- Supported: Task Management
- Supported: Resource Management
- Supported: Scheduling
- Supported: Workflow Automation
- Supported: Team Collaboration
- Supported: Support for Agile Methodology
- Supported: Support for Waterfall Methodology
- Supported: Timesheet Tracking
- Supported: Change request and Case Management
- Supported: Budget and Expense Management
Planview Daptiv Screenshots
Planview Daptiv Video
Planview Daptiv Competitors
Planview Daptiv Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(22)Attribute Ratings
Reviews
(1-18 of 18)Planview Daptiv: A good holistic PPM software with room for improvement
- offers good a good user roles & rights concept
- supports individual setup of Dynamic Applications for different purposes
- in combination with the implemented BI software IBM Cognos you may design your individual as well as company wide template reports
- In my opinion, APIs / integrations are sometimes coming to their limit
- In my experience, no general archive available - therefore data sets cannot be frozen
- Data roll-up for different hierarchy levels (program / project / sub-project) is very limited, in my opinion.
- In my opinion, when having showing a large number projects navigation on project tab is not very handy
Fly high with Planview Daptiv
I recommend it for ease of use, the user interface, and how the product can be aligned to organisations maturity level.
- Ideation
- Capacity Planning
- overall Task tracking
- Timesheets
- Project Profile Meta data fields
- Dynamic Application Custom fields
- multi currency
Daptiv - solid tool
- Daptiv provides one location for consistent information about ALL our projects to support executive reporting
- Daptiv is very customizable to support your business processes and language
- Daptiv has improved the usability of their resource planning ability recently and this is increasingly a strength.
- The Daptiv UI has seen some significant improvements recently that were long in coming. However I am still waiting for more that are on their plan. Lack of ability to customize what appears on specific screens or to add hover over help for less experienced users make it a difficult sell for some of our occasional users.
- Daptiv comes with Cognos reports that does allow reporting against all the data elements. However the lack of ability to extract data in any form other than an emailed report significantly limits the ability to interface with the data.
- Changes to many of the data elements are not tracked to who made changes and when.
- Access to data elements is at a very broad level making it difficult to allow third party users to use the tool with limited access.
Daptiv PPM customer feedback
- Daptiv is particularly well suited for capturing project details in one location and the tool can function as an intake process for project requests.
- This has been helpful to my organization as it has allowed us to stop using individual spreadsheets that often do not align.
- The Resource Management function in Daptiv offers an overall view of project demand versus available capacity. This has allowed my team to show internal IT teams as well as the executive teams where resources are being focused.
- The Time Tracking function was something that my company was missing as a centralized tool. Previously, disparate spreadsheets were used, or in some cases, an outdated tool only used by few teams was still in use. Daptiv has made time tracking easier for users as well as given visibility into where work efforts are expended.
- A project management function is available in Daptiv however, my teams find that it is not useful for complex projects. It is a functional module, however it would be more useful and more widely used if it was more flexible. Entering tasks is somewhat cumbersome currently.
- The Reporting functionality is very good in Daptiv, however to create custom reports requires someone to be very familiar with the Cognos tool. In my company we do not have the resources to bring someone on staff with this skillset.
Is Daptiv right for your Organization
- Resource allocation, when fully integrated provides a in depth view of what everyone is working on, as well as their availability.
- Portfolio reporting provides a good view of where all projects are at in their lifecycle.
- Time tracking is simple to use.
- The product becomes slow when used at an enterprise level.
- Reporting studio is cumbersome and difficult to use.
- Standard resource management reports do not run out of the box with mid sized enterprises.
- The product does not fit well with Agile projects out of the box.
Daptiv for a Marketing Team
- Capture project details.
- Quick generation of standard reports.
- Aggregate reports across multiple projects.
- Creating a usable project profile required a great deal of customization.
Key question: How comfortable are your team members with using all the functionality of Gantt charts?
Daptiv - end user thoughts on time/task tracking.
- Customize tasks to each project or user group.
- Roll up reporting available for project sponsors and department managers.
- End user friendly if set up correctly.
- Can be time consuming to complete daily for end user if assigned to multiple projects.
- When setting up tasks, there are endless numbers of items that can be listed. Sometimes too much detail!
Useful Tool for Time Management
- Time management - it's a great tool for tracking time spent working on different projects.
- Reports - I love being able to run a report at the end of the year to see how much time I spent on specific projects, how many projects I completed, and how many types of projects I worked on. This really helps me write my annual review.
- Search function - Sometimes I have a hard time locating previous projects that are closed out that I need to go back into. This could be something that I need more training in to learn how to better name my projects.
- Multiple people per task - When more than one person is assigned to a task, it would be nice to have a way to close the task for one person without the entire task closing.
Your projects - Daptiv style
- It allows flexibility to leadership to forecast better time frames on projects.
- One place to house all projects that will show progress, cost, etc.
- It lets users know who is working on what project and time availability they might have to assist on other projects.
- Unless you allow users to have more access only a select few can generate necessary reports. This does take up some time by users with higher security.
- Cannot customize for your company logo.
Daptiv review
- Reporting ability
- Automatic percentage allocation to resources is problematic
Angela @ YMCA
- It is a good project managmenet tool.
- Track tasks and timelines.
- Time consuming to track all details.
Great product, though could not solve our particular issue.
- Supported a customized implementation. In my review I explain that ultimately they were not able to meet our needs, but the level of effort they made to try and accommodate was terrific. We were assigned a technologist that worked with us on site to try and customize the tool to suit our needs. I feel the tool itself, at the time of us using it had potential to be great for the standard Project Management Organization.
- Found the user interface to be a bit clunky at the time we were using it.
Daptiv - An Efficient Project Management Tool
- Ability to create generic project plan templates
- Ability to alert users when their tasks is reaching its deadline
- Ability to search for projects using keywords
- The ability to revise the dates within the generic project plan template should be simpler and easier to implement
- The discussion tabs should be easier to access
- Announcements should be sent whenever tabs have changed their locations or names
Daptiv Review
- From an administrative point of view, the platform was easy to configure for the organization we were supporting. Daptiv professional services assisted with conversion from another product and were able to match nearly all of the customized fields and security features available in the other product. This made acceptance and conversion as smooth as possible.
- From the project manager and contributor point of view, Daptiv allowed easier access to track and monitor tasks. Portfolios were setup to oversee the work executed under each department. Time entry and approval processes allowed accurate tracking of hours spent across all lines of business.
- From the executive reporting point of view, Cognos sits on top of the Daptiv data model, which allows report designers the capability to extract information in any format to produce reports, dashboards and ad-hoc analysis.
- Although Daptiv professional services were helpful during our conversion efforts, the team seemed lacking in following an establish process and methodology, leaving much of the requirements gathering process up to others to produce without much in the way of advice or guidance.
- The resource management module was not initially rolled out for our organization. The interface to those functions seemed overly complex and non-intuitive. The large learning curve, business process re-design and training effort was too costly and time consuming for the organization to absorb at the time.
Daptiv - Give it a try!
- Daptiv is a great tool for managing projects, resources and timesheets. We were easily able to allocate resources to tasks and keep track of how much time our employees spent working on various assignments.
- Status reports can be easily created with the report builder tool and can also be setup for automatic email delivery to internal and external stakeholders.
- The tool is easy to use and new employees can catch on rather quickly. The simple interface allows us to create quick user guides that we use for training and support.
- We often had slow performance from the system due to the large number of users we had accessing the tool.
- Daptiv could improve on the access they provide to administrators. Would be nice to have access to our data in backend database tables so that we could easily make mass updates to user accounts and projects.
Daptiv PM reporting for large scale projects
- Flexible Reporting tools
- Good Customer Service/Support Team
- Monthly Tech Talks to discuss new features
- Easy and intuitive project management for users
- Reporting requires a fairly proficient level of Cognos expertise
- ProjectTransit tool did not work well within the company's systems although we met technical requirements
- DaptivConnec is a useful and flexible tool, but required a great deal of help from Daptiv consultants to actually set up and maintain
Daptiv - It works for me
- It is easy to use and easy to teach others to use.
- It supports accounting and finance better than other systems I have used.
- The different resource views are very useful for traffic management.
- I could only schedule resources weekly and not daily.
- The latest version would not allow me to import project plans from ms project as the previous version had.
- It only worked well in IE and was not supported for mobile when I used it.
- Daptiv is an extremely versatile tool and can be used for an array of solutions from timesheets to document repositories and more complex to track projects from inception through deployment and warranty.
- Daptiv is a very straightforward tool allowing users to jump right in with little to no training.
- It addition to its use a a respository, Daptiv is also capable of sending email notifications to various resources or distribution lists notifying them that a document has been added and they have been granted access. In the same breath, documents may be attached to projects making it a one stop shop for anyone utilizing the tool collaboratively.
- One piece of functionality I would like to see improved is attaching multiple documents at the same time. During my role governing the Change Review Board, I would use Daptiv to submit change requests and when approved through email exchange, I would attach multiple approval emails to the change request. This was a tedious and manual effort as there were as many as eight emails to attach all one by one.
- It would be excellent if Daptiv could be used to generate burndowns for project planning purposes.