TrustRadius
Planview Enterprise One 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.https://media.trustradius.com/product-logos/s8/Xh/J7DN3TNG34V6.PNGPlanview Enterprise One: yep, it's worth it!Planview Enterprise One is being used for project, portfolio and resource management for IT. The users are strictly within IT, but resources managed within include all of IT plus the business resources that participate in and contribute to projects. It serves as our primary system of record for all IT project work and primarily addresses the historical problem of the organization taking on too much work without taking into account the resources required to do the work. By availing capacity and utilization data captured in PVE, the organization is better informed, makes smarter decisions and focuses on the most critical strategic projects and outcomes.,Out of the box analytics. Canned, but modestly configurable reports that provide quick insights to project and resource performance. Flexible configuration enables resource management at a macro or micro level. Modeling (what-if). I can create projects, load with resources and quickly stack it against our existing portfolios to identify conflicts and optimize scheduling.,Steep learning curve. PVE1 is far from intuitive. Training and consistent usage is key to adoption and good data. Scope. PVE1 is infinitely configurable and scalable, and users commonly get lost in the navigation and myriad nuances of WRM. The WRM (work breakdown structure/Gannt) is effective, but is overwrought with varied column sets, wonky drag-n-drop, is saddled with a progression engine that does more harm than good and behaves like another app entirely. I would say this above all else requires work to make it more intuitive, to work more like MS Project, and feel more integrated to the application itself.,8,It has improved Resource Management. We now consistently represent resource available-to-promise against operational commitments, other projects, q-end commitments, vacations, etc. It has improved our quality of forecasting. We now model project changes and future requests against available time and resources ("what-if" scenarios). It has improved our strategic focus. We now manage our projects from a program/portfolio point of view to ensure we are resourcing company strategic initiatives.,Micro Focus PPM (formerly HP PPM) and Microsoft Project Server,We leveraged Planview's professional services for configuration and enablement. I cannot imagine taking on a deployment of PVE1 or anything like it without the use of such services. The engagement included a team of three, each specializing in areas of service, and operated from a well-practiced process. This most certainly accelerated our time to value.,We have not implemented the CTM module, but we would like to.,Planview Enterprise One is not a collaboration tool. Period. While it does have a content leading./sharing capability, there is no collaborative, social aspect to the service whatsoever. Nor should it. It does avail the data necessary to view projects and resources across the enterprise, but that's the extent of it. Cross or inter-department collaboration is best left to purpose-built offerings like Projectplace, Jira, etc.,We'd very much like to deploy the CTM module and gain the additional insights resulting from that. We'd also like to see PVE's use extended to the entire enterprise (beyond IT), and to further leverage the powerful financial management capabilities of the service.Solid Old Software that requires you change your ways and adapt to their way of doing things.Used by the whole organization to manage Portfolio Planning and budgeting, and for approving new projects and following up on past commitments.,Very Organized -- It seems to cover all needed aspects of the organizational planning processes. Semi-Customizable -- You can modify workflows and add limited custom attributes to different objects. Experienced -- The people we have interacted with who made the software know it well and can explain it well.,Poor UX -- There is a UX learning curve and some very inconsistent interaction while navigating and working in the software. Limited Integration Capabilities -- The PPM portion of the software is only accessible via SOAP web services, which still don't provide access to all aspects of the software. Limited Customization -- The objects cannot be renamed. If your organization has particular naming conventions expect to either change it or translate constantly ie. Planviews __________ is our ___________,4,We are still a little too early on to tell.,Our professional services team was great, although it felt a little like a knowledge dump and run. Without it, we'd still be floundering around the software and documentation trying to figure out how to add custom attributes to things.Let Planview Drive your business to SuccessWe are using this product across our entire organization on a global basis. We use it for project planning and timesheets, as well as collaborative work management. This assists us in planning future projects as well as accounting for project time for ongoing project endeavors.,Timesheet capture. Resource allocation. Visualizing collaboration patterns.,It would be nice if the timesheet mechanism could automatically present users with the company holidays so that they do not have to input this into their individual timesheets.,9,For sure it has allowed us to more closely align business and technology components and concerns. Prior, we had no way of doing this well. We have a better handle on the time our employees spend in meetings. We have been able to provide more productive tasks.,,We did not use professional services. We did the entire implementation in-house and have entrusted key individuals with ensuring that we achieve maximum benefits from our purchase. Our project planning group is large enough, so they handled this.,Having an integrated planning and execution framework through this product is a big win. We have been able to locate project bottlenecks that are internal to our organization and mitigate them. We are also able to juggle resources so that we can have our team members work more efficiently at the organizational level.,The product does this quite well. As we are a global organization with many shared service departments, it has enabled each of the shared service units to synchronize efforts on a project basis as well as an operational level. We are able to see in graphic detail how many operational efforts are involved with many of our projects across all functional areas.,We hope to use it to isolate operations from project work in many of our shared service segments. For example, we want to see the amount of time our technical teams spend on redundant efforts.Planview Enterprise One is a one-stop shop!Planview Enterprise One is used across the whole organization, primarily for project and resource management. We currently have over 8k projects and 1,000 users which are made up of project managers, team members, and senior management. Planview Enterprise One solves our need for a central location for all project management. It enables us to run various reports for delays to capture risks, issues, and changes, along with health. We also have an interface with Salesforce, consisting of a bi-directional data feed. The use of MS Power BI allows us to customize reports and make them available in a user-friendly analytic tile, or through the mobile app.,Incorporates Product, Projects, Resources, and Financial information all in one tool. The analytic tiles are a cut above other applications on the market. Its ability to interface with other applications.,Resource availability. Many PMO's/Resource Managers look for resource availability based off of the project scope date/go-live. To be able to enter that specific date along with a range (i.e. 12 weeks) for a new business implementation. Then see resources who have capacity would be ideal. Portfolios to include an attribute for DATE. This would allow us to see only projects created, canceled, or completed in 2018 (for example) versus EVERY project since we've been on Planview starting from 2016. Allow us to filter down this portfolio by date(s) Improved Resource Assignment Tile. People want to see a simple desk type calendar. The visual would provide tasks by (Gantt) color over which you could see the task name over the duration. The detail table at the bottom. Simple, clean, user-friendly. That way they are familiar with the view and can see ahead to help plan.,10,Planview Enterprise One has helped us capture and monitor risks to help prevent and/or offset potential project delays. Allowed us to determine the cost of canceled projects. Has helped justify the need for additional resources through the use of resource capacity and utilization reports.,,Yes, our environment is hosted by Planview. This allowed for easy setup, less maintenance, and support. A Planview Solutions Architect was responsible for our configuration. I have heard this can be very challenging for many companies and I can see why. However, we had an advantage in that we were migrating from another project management tool onto Planview. We had an understanding of the required workflows, basic configuration, and existing attributes along with user profile information.,The value and benefits of having your portfolio and resource management integrated are countless. Our company manages IT and Operational projects. In some cases, the project managers and team members work on both types. You can see the lifecycle of a product, the resources, and monitor the programs associated. Again, a one-stop-shop!,Collaboration has been a hot topic. We conducted a poll and, to our surprise, many people had different definitions of what collaboration meant and what they needed it for. It's not a one size fits all. For example, some teams, such as Marketing. want a whiteboard collaboration. There can be multiple contributors that "mark up" the whiteboard. Then through the process of elimination, key items or "sticky notes" are retained and noted for further use. Teams such as Meetings & Events wants the ability to upload diagrams of convention rooms. They can mock-up and rearrange the floor plan layout. Other teams want collaboration through the use of revising legal documents and the recording of the initials/name of whoever updated last. It's an interesting conversation once you realize the word collaboration does not mean the same thing to everyone.,Through the use of Strategies and Outcomes. An interface with Jira.Planview - The future of Agile centric Project Management!!Planview is the sole Project and resource management tool in our organization. It is largely used by the PMO team to plan projects, add tasks and budget and reconciliation of external and internal spend. The rest of the employees use it to report time. Coming from an organization whose main revenue comes from staffing Planview plays a cruicial role in determining time allocations, resource allocations and budget allocations as well. One of the most useful feature is automatic reconciliation of budget.,My Overview > This screen pops up as soon as we login into project space. This can be used to prioritize work by just drag and drop There can be more than 1 workspaces that you have created The best part that I like is the conversation feature. Communication lag can be greatly reduced Upcoming milestones added on the on -going work can be seen on the workspace. There are no additional buttons that need to be clicked to navigate. All in all they can be accessed on one space Team based time reporting is an other biggest Pro in the R16 version. Time can be entered on percentage basis,The use of Planview needs attention to detail and even a small mistake of not checking the time period where the report needs to be shown can make the user do a rework. While reconciliation of external and internal spend it is very important to check the last 2 options in the pop up box when the user tries to run a report if not the final numbers might not show up right and the user will have to enter the hours of employees / enter the actual spend and then do a reconciliation. Personally I have been a Microsoft Project person and during the first few days of my exposure to Planview I found the options to use the tool a bit confusing.,7,Made project management more agile centric External spend and internal spend could be classified very easily The tool has been designed in such way that for organizations that have a project being funded by multiple departments a negative value could also be entered which made it more easy. The only catch here is when a negative value is being entered it needs to be enclosed in parenthesis,The organization that I was working was a back office IT and we had many co-ops that funded the same project. To make sure that the numbers specially on the $ amount matched we could enter the amount that we used from our bucket and enter the amount that was received from a particular op-co. When the leadership wanted to look at these numbers (since most of them are concerned with the $ amount)I could open the budged space and show then each level of expense 1) Amount funded by the Op-Co company (that I usually entered as a negative value after I entered the positive value so that they could nullify each other and did not show up as an over spend on our budget) 2) I could extract a report very easily and send it out with a summary, I did not even have to type in the summary everything came out as an automated report.Analyst's Review of PlanviewPlanview Enterprise is being used by our IT extensively for time tracking. They plan to use the project management and request management in the future. Some of the departments that use Planview Enterprise for project tracking include Research, Space & Facilities Planning and Internal Audit.,Time Tracking is simple to use Tiles showing specific information about project and portfolios Column Sets allowing required information to display in columns and is exportable in Excel,Navigation could be made more simpler. Try to make it more user-friendly Work and assignments screen should be made more user-friendly Add more features to request functionality as an organization wants to use it for demand management,8,Allows us to have one system for all projects executed at the enterprise Track total effort on all projects Track expenditure on projects,Atlassian Confluence, Trello and Microsoft Project,JIRA Software, Microsoft ProjectIT Project Manager's Planview Review[We're] Using it as a project/portfolio management tool within the IT department. It has a very simple user interface, and self-explanatory screens/tabs. Project search capability using filters and bookmarks is nice. Task level administration for actual vs. expected % of completions is helpful. It's good for assigning resources at the task level for billing purposes. Reporting modules, with all the RGB statuses of various projects, are in one place at the portfolio level. Project's weight-age [are available] by portfolio for prioritization and funding approval.,Simple to use Not an expensive S/W for small organizations User based licensing fee,It's not updating the Task level % completion, when we update the individual tasks % completion at the sub-levels. This manual work needs to be eliminated.,8,Gives the overall project status within a Portfolio and as well across the portfolios.,,Yes, we have contacted the Planview support team a few times [on matters] related to the licensing issues and the response was prompt.,It gives the overall picture of the resource assignment vs. the budget consumption at the project/portfolio/organization level.,We have used this S/W product, mostly within IT department alone.,We may be expanding the usage to the entire organization. Collaborate on the IT vs. business project approvals and funding based upon the priorities.Easy to customize/configure but customer support is non-existentTracks project plans with a defined schedule and milestones.Monitors project financial data to understand fiscal health.Aligns project goals and measures to desired outcomes.Identifies faculty/staff participation by institution, college, department.Delivers quick access to institution-specific project data.,Easy to customize/configure data entry screens (configured screens), drop-down lists (alternate structures) and custom fields.,Customer Support - For the last month I have been trying to meet with our account representative regarding upgrading, custom reports, renewal cost, etc. and he will not return my calls/emails. This is why I rated Planview a 6.,6,We can not move forward with upgrades since our account representative will not call me back.,Planview Enterprise - a robust portfolio solution fit for an enterprisePlanview Enterprise (PVE) is currently being used across our entire organization. Every resource, associate and contractor, is required to record their daily effort into the PVE timesheet. The only exception is for Executive level resources. Both project (billable and non-billable) work and non-project work are tracked to provide utilization data, as well as the raw data that feeds the Billing process and verification of vendor invoices. Although all work/projects live in PVE, we are not currently requiring traditional Project Management practices to be performed in PVE by our PMs, however some do. Currently, our projects funded by the Development Budget are tracked with more rigor and also require the PM to provide accurate forecasting data in the Financial Planning area of PVE. Resource Management practices of tracking and balancing role-based demand with supply is just emerging into our use of PVE. Efforts continue to implement enterprise-wide practices in this area to allow better management oversight with less manual tracking in outside data sources.,Planview Enterprise (PVE) provides end-to-end work management for the full spectrum of work types in one tool. Traditional project work can be fully implemented with detailed or summarized WBS, stage gates, workflow management and content management. Non-project work can be tracked in a variety of ways. There is even an option for "ticket" type work. PVE provides 4 types of resource assignments to attach people to work; each with flexible configuration options to meet the need of the organization. Planview Enterprise provides robust Rating and Financial Planning capabilities, and they continue to grow in this area of the tool. Rates can be driven by attribute-based rate cards or by attaching the exact rate to the individual resource. Multiple override functions exist that allow work to be configured with the exact rates when the work is the exception to the rule. All effort data captured in the tool (both from manual entry and/or ported over from the work plans) is converted into financial data with just a few clicks. And, portfolio management of this data is easily delivered on screen. The analytic options available in Planview Enterprise are broad and easily made available to the appropriate audience. They are graphic, but also drillable to the desired level of detail to facilitate analysis.,Change, Risk and Issue tracking is available in the tool currently, but it could use a face-lift to be up to par with the rest of the application. Portal visibility into this area of data could be helpful, especially when tracking for a Program of projects. Communication capabilities to the users currently comes in the form of onscreen notifications delivered via portlet views and/or in the form of an email notification delivered to the user's email address on file. However, these notifications are not as configurable as we would like to see. The text of the emails cannot be edited. Many notifications cannot be configured to be sent via email and must be viewed on screen by the user. However, when an implementation is less mature, or you have users that are not required to be in the tool daily, these notifications go unnoticed and are therefore ineffective. Recently Planview has begun to deliver Web Services to their customers to use to build interfaces and other automations. For an organization with the right talent available, these services can be very useful. The challenge is that some of them are lacking in providing all of the same capabilities that a live user would have available in the User Interface, therefore only so much can be converted to Web Services. We hope that Planview continues to invest in expanding and improving these services to meet the needs of their customers.,9,Prior to tracking all work and all resource effort within Planview Enterprise (PVE), the burden on our Finance department to provide accurate billing to our customers in our Shared Services business model was a heavy burden. With nearly all necessary data coming directly from PVE, the Financial Analysts have been able to redirect many man hours to other activities that provide value to our leadership. By using Web Services to import key data from a legacy system that cannot yet be fully retired into Planview Enterprise, we have been able to eliminate redundant business processes and provide a more complete data source for key business reporting. In 2017, we will be implementing a new design to our Rating configuration that will eliminate the need for external manual processes to accurately calculate cost across our diverse resource pool of Associate, Contractor, Onshore and Offshore.,NetSuite, Microsoft Project,Yes,9,Yes,During our most recent system upgrade to version 12.4, we experienced 2 issues that had to be resolved before we could allow users back into the environment. Planview gathered additional resources for a total of 5 of their top people to help resolve these issues. They happily converted our communication from support ticket entries to a live call and a WebEx to ensure that we were all working together to resolve the issues. In the end, our outage window was only extended 1 hour beyond the original plan in order to resolve both issues and complete the upgrade.Is Planview for You? My collective experience across two corporations and ten years of usePlanview is being used by our IT organization and our business unit that manages customer installations. For IT, it helps manage our portfolio of projects and the resources used to execute those projects. The tools give us visibility into our capacity and demand management needs and lets us forecast our resource and investment needs. We are also able to manage programs and portfolios consisting of multiple projects. For our business unit handling customer installations, the tool captures the quote and tracks the labor and cost associated with each installation. As we perform the installation, we also able to forecast the effort and cost needed to complete the install and see how it aligns with the quote.,Provides visibility into specific resource's utilizations and highlights weeks where a resource has been over committed. The screens used and data presented are easy to digest and respond to. This gives us the ability to see potential conflicts and take proactive steps to resolve them before becoming issues. Allows us to manage and forecast at the program or portfolio level. The screens allow our program managers to group work together and see the resource demands and cost at a consolidated level and allow easy drilling into the details to see the impact for specific projects. Reporting and tracking of historical results. The tool allows easy tracking of both cost and effort comparing what was planned against what actually occurred. The standard reporting has dozens of out of the box reports that assist with portfolio, project and resource management.,With power comes complexity. Users are sometimes not sure of which screen to use for certain activities. Planview has done a good job of improving the UI over the year but there are still some areas that could be simplified for the users. The financial planning module does not offer enough granularity to track non-labor costs at a detailed level. Costs are grouped by unique attributes. If I want to track the purchase of 10 servers individually within a single project, I need to use a different tool.,10,I can't quote specific numbers, but, before our current installation of Planview, data would exist in multiple sources and was duplicated across the organization. It took practically a full FTE to produce monthly reports on cost and effort across the portfolio of work. Plus, with duplicate sources of "truth", much time was spent reconciling the data across the multiple sources and debating which was correct. Now, the data comes directly from a single source and anyone in the company can view it real time. The cost is not insignificant. If all a company needs is something to run project plans for a handful of projects, Planview is not for you. Planview is better suited for companies with multi-million dollar portfolios of work involving dozens or hundreds of resources. By getting that consolidated view into resource needs of the future, companies are able to make better strategic decisions around which projects to accept and which ones to defer or cancel.,Aras PLM, IBM Notes, SAP Business ObjectsWhy I recommend Planview EnterpriseWe are using Planview to manage all IT resources and committee funded projects. We have roughly 900 resources in the tool. We are using it to manage project financials and status reporting, manage resource demand and capacity and to make decisions around our portfolio of projects and what gets approved and when.,Planview's investment and capacity planning capabilities are a strength of the tool. We are able to use this info on a regular basis to make decisions around what work to approve and when to begin the work. The user interface is excellent, easy to get around and find things. Planview's RPM reports (out of the box, configurable reports) are great. They give you a starting point and answer a lot of the questions that our stakeholders have.,Managing a work breakdown structure with predecessors, etc., is a lot of work. Too many clicks and not intuitive. My biggest complaint is that you cannot update resource attributes in a resource portfolio (column set) like you can in work. The administration of resources and users is very time-consuming. Along those same lines, you have to set up resources and users separately and cannot copy or anything, this would be a nice feature as many resources/users mimic others.,10,We haven't measured this yet, but are able to use Planview to automate many of the manual reports and things we have been doing. In week one of implementing time tracking, we had 82% compliance. As of week 4, we have 84% compliance.,,MS SharePoint, Microsoft ProjectPlanview Enterprise - a commited relationship that goes both waysPlanview Enterprise is used by our IT organization to track total project costs and manage project budgets, schedules and resources. In addition IT uses it for resource utilization and resource capacity planning. IT also uses it for program management and is in the early stages of investment planning. Non-project work is also tracked in Planview and 90% of resources report time. Planview Enterprise is also used in our product areas. We have Product Management groups who have project managers that manage the product delivery schedules for various product lines. However in these organizations, only the project managers themselves track time to high-level budgets. Our product areas use the Request module for a process called "Customer Special Requests". These involve a sophisticated lifecycle that notifies users and allows them to vote on whether their area can meet the requirements of a special request. The requester then reviews the responses and determines whether the request can be delivered. In some areas this request is then dispatched into a work and other areas it is not. The Visual Merchandising Organizations use Planview for project intake via the Request tab where Lifecycles notify users by email of next steps needed in the approval process. These request are then dispatched into work.,We have been able to use the Request process and Lifecycle email notification to streamline and capture a flow of work that was previously undocumented. These "Customer Special Requests" were known to cause disruption to normal work flow, but the volume was unknown. They can now be reported and decisions to say "no" be more easily be justified. We use the Planview's budget module to capture all IT project costs. We then use this data monthly and quarterly to review our progress towards spending the annual budget and make adjustments to priorities as needed to do the right work with the available people and funds. We utilize IT project time reporting to enable capitalization of software development to improve Hallmark's cost structure. In our Hallmark Digital IT group we are able to use project budgets and schedules to create program roadmaps for upper management to do monthly status reviews.,Our PMs still struggle to use Planview to run their day to day schedule. We have trained them on the approach of using Resource Reservations at the project level coupled with Authorization to detail tasks to enable more accurate resource utilization coupled with meaningful dates on activities. The PMs often complain that they cannot easily see how they originally planned the work and that base-lining did not meet that need. However, with the newly rolled out ability to see Expired Effort and Approved effort, I think this deficiency may be greatly improved. The Request tab has not yet been improved the way the Work tab has. You cannot bring multi-select attributes into the column set nor update a structure in a column set, but must open the detail screen for both these tasks. Currently it is very cumbersome, when working with programs in the Strategy tab, to remember to load the project budgets each time. These appears to be addressed however when you upgrade to version 12. The Strategy tab is difficult to use when managing budgets that cross years. We have on-going "Programs" that represent our infrastructure and small enhancement work that continue to show completed projects from previous years unless we take the time to un-associate them. In addition, currently a column set must be create for each year that needs to be viewed. Planview does need to improve their quality control. I think the challenge comes with the versatility of the tool and the need to test many different use cases. But if you move to a new version within a couple months of its release you need to plan extra time for testing and resolving incidents.,9,I don't have access to those numbers at this time. We've had Planview since 2003, so to speak to ROI impact before and after would be difficult.,,MS SharePoint, ServiceNowEnterprise PPM - tying it all togetherWe have implmented PVE across a division within the company. Our objective is to make informed decisions faster and to improve predictability of our NPD projects. We also are attempting to increase consistency in our global processes for executing work within the division.,With PVE13 the reporting capabilities will lend themselves to provide easy portfolio assessments. The Power BI interface will allow us to create customized project dashboards to monitor the health of key projects. PVE allows us to enter project expenditures in multiple currencies depending on the site that is doing the work and then converts the various currencies into a common currency that can be used by corporate management when comparing and contrasting project costs.,Data entry of scheduling information is cumbersome. PVE13 appears to be making improvements but it's still not as simple as Microsoft Project to enter and edit tasks and timelines. Like many PPM Enterprise solutions, PVE does not offer the ability to plan work using a PERT chart format. Our planners have adopted PERT for early planning efforts so this is a real handicap planning in PVE. Adding a Critical CHAIN planning methodolgy would provide a key feature that none of the Enterprise PPM tools offer. Our organization has used Critical Chain for years and finds it valuable to deal with the variations that are typical in most high risk new product developments.,10,We have not utilized the tool long enough at this time to access ROI impacts.,,Microsoft Office 2016, SAP Business Objects, PTC Product Lifecycle ManagementReview of the Portfolio Management tool 'Planview'Planview Enterprise is used cross the organization, in all divisions, for managing the portfolio of IT related projects. Thus both planned projects managed by portfolio managers and also on-going projects managed by project managers. It gives us both transparency on how we are planning to use the IT budget for the coming year but also a view of how the ongoing projects are progressing.,The breakdown of the overall budget frame can be broken down and detailed to different levels. In the long time horizon you are perhaps not detailing exactly which projects to run, just in which area you intend to spend money. While in the short term you have planned the projects that are about to start soon. In any case, you still have a good view on the overall situation, thus how much more projects can I still plan without overspening the budget frame. It is possible to connect your development work (projects, assignments etc.,) to the application, product or other asset that will be affected by the development work. With this perspective it is possible to create roadmaps from the application/product perspective. Resource management and capacity planning is an integrated part of Planview. Thus the planned portfolio of work can be balanced regarding both budget and resources. Often the budget tends to be the factor that sets the limit, but without resources the projects will not be successful anyway.,For infrequent users, e.g. those just reporting on projects once per month or quite seldom, the graphical user interface is not always intuitive. Integration with other softwares has not been well developed or prepared, though this is now about to be improved.,10,Overall our journey has just started and so far we have reached a better transparency of information. Both concerning the plan ahead and ongoing projects. Only this is well worth the effort.,One Stop Shop!Here at Carestream, we use Planview Enterprise to help us manage our information technology projects, programs, and portfolios. We have been using Planview Enterprise since 2009, supporting over 1000 users across 17 time zones. Corporate IT users made up of project managers, relationship managers, operations infrastructure and applications IT finance users. IT runs typical IT portfolio projects reaching across all Carestream business areas. Healthcare Information Solutions supports all customer installations. Each install is set up as a separate project. Research and Development uses Planview Enterprise to manage R&D efforts and track strategies.,Planview Enterprise manages project resource planning and assignments very well. It is easy to assign tasks to team members and manage utilization and workloads. Planview Enterprise provides a powerful reporting engine that produces a wide range of project and portfolio analytics reports for cost, status, schedule, risks, and health status. The export feature allows our users to export to several file formats to include MS Excel, .PDF, and MS PowerPoint. Planview Enterprise in the cloud has provided more reliable delivery of status information and faster response times from our overseas locations. The cloud-based solution has reduced our costs as we were able to eliminate 8 servers and reduce our support costs.,Planview Enterprise could improve by making it more apparent on how to approach projects using different frameworks such as Agile and Scrum. Some examples and best practices would help us understand how to use Planview Enterprise using different frameworks. Developing and managing lifecycles within Planview Enterprise could be simplified. Providing some recommended lifecycle examples and structures would help us reduce complexity. Planview Enterprise training would be better if it provided more use-cases and not just point and click about features. Much of the context of why we want to use certain screens and functions are not explained. Perhaps aligning with the Project Management Institute (PMI) to ensure common language, terms and practices would help with the Planview training offerings.,8,Reduced the use of multiple tools and duplication of information. Eliminates duplicate systems of record. Better visibility into future capacity and demand. Planview support provides patch and updates release installs seamless to our users. Great response time on issue resolution.,Microsoft Project, SAP Core HR and Payroll, IBM ConnectionsPlanview - a great product and great partnerPlanview Enterprise is used by our Research and Development Teams. We have approximately 1100 users. The business problem it addresses is to have a singular repository for all our project level data across R&D. It provides robust reporting capabilities so that we can access the data we need whether it be ad hoc or a more standard report.,Reporting - It allows users of differing levels of product/data understanding different ways to get to the data they need using tools including tiles and reports in the app, a portal for more standard reports, and an excel add-in for more technical users. And, of course, the capability of querying the database As a cloud application, our downtime has been negligible. It's great having a company managing the application so we don't have to worry about patching and downtimes and the like. They do a great job as a partner of ours in keeping the product accessible and stable. The all in one package for Project Management is one of the best parts of Planview. We capture all manner of reportable project information in Planview and use it in our project, team, and executive level reporting. Being a flexible tool for adding fields and customizing screens within a SaaS solution was one of the primary reasons for product selection as well as one of the reasons for on-going product adoption, satisfaction, and expanding usage. The people at Planview are a core strength. When I have a question or an issue, they are always helpful. They have a can do attitude and regularly are willing to go (and often do go) the extra mile.,As a SaaS product, they suffer from the same fate as other SaaS products of having sluggishness from time to time. Some of our facilities seem to have better response time than others. We haven't really identified this as a Planview specific issue, but it's definitely an issue. Once we had a more dedicated go to person at Planview to solve simple/mid level types of problems, our satisfaction increased dramatically. Their help desk is effective, but, as with many help desks, sometimes response times on non-critical issues can be slower than we'd like and getting simple questions answered can be difficult. That said, their response time on critical issues (there haven't been many) has been excellent. Get a good understanding of how much support internal and external you'll need. Getting up to speed on the tool at the very beginning was a bit of a struggle for us as we were hesitant to burn through our consulting hours. Ultimately on hindsight that was probably a mistake by us as we ultimately went through more pain than we had to. That said, having a bit more included support and hand holding on initial go-live would've been beneficial. It's not free :),10,Consolidation of our time reporting actuals with our planned hours to provide us with a clearer picture of project variances. Robust reporting options for all our users. Significantly decreased project management time previously required for tracking and reporting project status.Right people on the right projects at the right times.We initially started using Planview Enterprise for our IT projects only but have since extended this to most of our change community with only one business unit yet to adopt it. There are plans to roll out to this business unit in the near future.Using Planview Enterprise allows us a much clearer view on the projects that are happening, what people are working on and how much time is being spent on them.This has helped us to prioritise more efficiently and make sure that we have the right people on the right projects at the right times.,Resource Management. By scheduling resources against projects and BAU work in the tool it makes it is easier for us to identify over and under utilisation and enables us to make those important priority calls. Portfolio Management. The portfolio capabilities of the tool provide Portfolio Managers with a quick and easy way to view the current status of their portfolio including milestones, finances, changes, risks and issues. One stop shop for Project Managers. There's no Excel spread sheets, Word documents or other templates that project managers have to use or for the PMO to find to report on as everything is in one place in Planview Enterprise. Projectplace. Projectplace provides a platform for easy project collaboration which along with Planview Enterprise's more traditional style of project management creates an extremely strong package.,I think the UI could do with being modernised. Some of the screens in versions pre 11.4 are a little fiddly and old fashioned. We've recently upgraded from 11.1 to 11.4 and have noticed a big improvement in the UI, particularly the Work Manager (now Work and Resource Management) and the Resource Assignment Manager (now Resource Management and Assignments). Something to look forward to is the new Timesheet which is coming in one of the next releases. Reporting. The current Analytics and Reporting portal can be clunky at times although there are bigger things coming up in future releases such as "next generation ribbon" which embeds reports for line of sight portfolio analysis as well as the introduction of Microsoft Power BI which will enable users to customise their reports and reporting dashboards with ease.,9,Important priority calls are now easier to make for portfolio managers and senior management as the data is more visible and the impact of alternatives is now clearer enabling efficiency and faster time to market.,One Database to Bind Them AllPlanview is being used to manage capital projects including the long range capital planning process all the way through the design, construction and completion of the project. Planview is a tool for the project managers to plan/track the project as well an administrative tool for managing other parts of the project such as project closeout. Having a centralized close-out entry screen, utilized by the project manager as well as the 7 departments involved in the project closeout, has allowed us to eliminate numerous emails prompting individuals for information or projects slipping into being closed without all the documentation being captured. In addition we have opened up Planview, read only, to our larger volume customers so they can see their project schedules and some project information; Facilities Management so they can see what capital projects are happening on their campuses/buildings; and Purchasing so they see what projects are headed their way and can better anticipate spikes in their workload and can better manage contract closeout.,Portfolios-Planview is the only company I have come across which has this feature. I can't say enough positive things about portfolios. We are so reliant on portfolios because we can quickly view our projects in countless ways. Column sets-we have hundreds of custom fields, most of which we have set up as column sets. This in conjunction with portfolios allows us to filter even further how we are looking at outr project information. The search feature-this is one of the easiest ways to search for projects. Custom fields-Last I knew I think we had the largest customization of Planview. We created hundreds of custom fields which allowed us to consolidate the date from numerous Access databases and Excel spreadsheets. One thing most people don't realize is that this type of customization doesn't break when there is an upgrade. Other systems don't allow for much customization for that reason. By Planview allowing for so many custom fields we are able to have only one system to track all of the related project data-most other systems wouldn't allow that which means I would have to have another method to track all the data which doesn't fit into "their" definition of what is important to a project.,Making Notes available as a column set. We had to create a current update field on an entry screen so that it could be set up as a column set and the information could then be viewed in a portfolio. The downside with that solution is that in order to maintain the historic information the project manager has to do double the amount of work by cutting and pasting the update into the Notes section. Be able to distribute hours on project by using the same methodology as with MS Project. Planview distributes the time evenly unless you manually distribute the hours. In MS Project you can pick a turtle curve etc, and quickly spread out the hours. When viewing a Gantt chart you can compress it to view only the milestones however when you print it the schedule is expanded to see all the lines. There are times when presenting to either customers or senior management when you want to show them only the highest level of detail which would be 6 lines vs. 54. Again with MS Project this feature is available.,9,Increased employee efficiency-considerable reduction of sending of emails. By having the ability to add hundreds of custom fields in one system we were able to eliminate several Access databases and 4 or 5 Excel spreadsheets.,Planview Enterprise for a 400 resources in a 14,000 person organizationWe have 400 Planview users across our employee base of 14,000 people.We use Planview Enterprise primarily for project management in IT and our enterprise PMO, as well as for resource management within the IT team at WellStar. Planview specifically helps us show executives a snapshot of our entire project portfolio, including which projects are at risk and which teams are overcommitted.,PVE helps us manage the supply and demand of labor - it enables us to show which operational tasks and projects are consuming our team's time, and it lets resource managers up through executives see how we're choosing to spend our time. PVE summarizes the key elements project status across an entire portfolio of projects. The tools make it easy to see which projects are in trouble, which projects need attention right now, and which projects are proceeding as planned. PVE lets us create different "what if" scenarios that show the impact on our team if we change the overall timelines for the projects that are in our plan. It lets us determine when we'll need to go find a bunch of contractors, and helps us make appropriate financial decisions for efforts where time is more important than cost.,Until the version of Planview Enterprise that was released in November 2015, it relied upon Silverlight technology for some of the user interface... which made it slow and difficult to use with Chrome. Planview is like a Swiss Army Knife for project, portfolio and resource management - but it is only useful if people enter accurate data into the tool... To that end it needs to be something that is supported by senior team members that can monitor and enforce usage of the tool. The difficulty is that it's easy to configure Planview to be simple for the people who use it, or you can make all the tools in the Swiss Army Knife available at the risk of alienating project and resource managers who are less sophisticated. Organizations shouldn't start a Planview implementation until they have alignment from the executive level down to the project and resource manager level around how they want to use the tools. Integration with ServiceNow is still in its infancy - more robust integration around how these two tools handoff work tracking will be a huge win.,9,Planview Enterprise has provided concrete data to support adding members to teams that are over utilized. Planview Enterprise has helped us make data-driven decisions about which projects to continue, pause or cancel. Planview Enterprise has helped us quickly show executives which projects need their attention.,Microsoft Project and Microsoft Project Server,Infor Lawson Supply Chain Management, BMC Remedy IT Service Management Suite, SuccessFactors Employee Central"Plan" to "View" Your ProjectsPlanview Enterprise was originally brought in to support the efforts of the Planning and Programs Management Office within the University Technology Office. We are using it for program and project management along with resource and financial management. Over the past two years, Planview was expanded to other departments within ASU - Business & Finance (reporting to the CFO) as well as our Capital Programs Management Group which is in charge of managing all of the buildings on campus including new construction and renovation. CPMG is only using it for project management at this time, but is looking to start using it for resource management.,Resource management Project management Investment and capacity planning Portfolio management,Expansion of resource management. While Planview does a good job of resource management, there are still some shortcomings. It would be nice to add reservations/authorizations/allocations by groups. One feature we would like to see is to be able to have a portfolio of projects and be able to reserve/authorize/allocate a resource to the projects in this portfolio at one time.,10,Better knowledge of the status of our projects Better knowledge of where our resources are spending their time Resource utilization/need projections,Microsoft Project Server,Oracle PeopleSoft HCM, ServiceNowPlanview simplifies Project Management PracticesPlanview Enterprise is being used across the whole organization. It is used for managing the waterfall and agile lifecycle of a project per the PMI standards. It is also used for tracking time and cost for each project.,Managing the work break down structure of a project in both Waterfall and Agile life cycles. Managing resource requirements and estimation. Managing project time and cost.,Resource allocation against projects needs to be improved. Overall performance needs to be improved. Better user interface.,7,Transparency on resource utilization. Good comparison on estimates versus actuals. Capitalization and transparency on cost.,Amazing Tool!!I worked as a project manager at Aetna INC. I also worked as a Planview SME. Planview Enterprise was used across the company to manage finance for all employees. Planview was used to manage project finances, get finance reports, and submit time sheets. In all I would say Planview Enterprise was one of the [most] useful tools at Aetna INC.,Amazing tool to manage finances. We can add work breakdown structure as per the capability pattern of the project and add resources and hours to particular phase/ task. We can get all the finance reports using this tool. These reports give a clear picture about finance and helps us to analyze project finance variance or project health. We can manage project milestones as well using this tool.,Like any other tool, It is difficult to understand for a first time user. WBS should get automated, it should have some export feature to save manual time.,10,Planview removes all manual mistakes which we could [have] made in MS Excel. We can set finance for the project also baseline the finance which helps in analyzing variance. In all I would say Planview is more on the positive side only.,,IBM Rational ClearCase, QuickBase, IBM ClearQuestPlanview Enterprise - deliver referential services and productsPlanview Enterprise is being used as a Project, Resource and Portfolio Management enabler. It is currently being used by the CIO and CTO organizations with plans to expand it to additional Business Units and Partners in the 2016 time frame. Planview addressed 2 critical issues: 1) Resource management - having the right resource needs identified for proactive allocation and 2) Visibility to the project selection process to enable decision makers to green-light the right projects.,Resource Allocation Investment Capacity Planning Reporting,Program Management Planning Ease of use for Project Planning Integration for PMs,10,Ability to accurately analyze the spend that internal employees can support on an annual basis Better customer service through commitments on project deliverables,Microsoft Project Server,JIRA SoftwarePlanview: The Solution to Project and Resource ManagementPlanview is an excellent tool for managing project plans and resources (resource capacity). We are able to clearly see what stage work is at, forecast remaining effort and manage work with the view into resource capacity and availablity ARP is an excellent platform for reporting. We are able to pull valuable project and resource data and view it many different ways (by division, by PL, by project sponsor/owner, etc. ) Reports can be scheduled and sent via email to customers, create custom dashboards that are role specific and with Work Builder custom reports are easy to develop Planview Enterprise is flexible and intuitive for the end user and the use of work and resource grants and the different license types helps control access to project data and who has the ability to view specific work/resources and edit/make updates. Planview has developed a culture of customer service and consults customers in regard to enhancements as new versions are being developed. Inner Circles are comprised of a broad array of customers who meet and discuss proposed changes to the tool and provide insight and feedback as to what is working well or not as well as making suggestions to improve the user experience. Not only is Planview listening to their customer but much of this feedback is implemented. Planview Customer Care provides excellent customer support and are responsive to reported incidents in a very timely manner. The support staff is very knowledgeable and the escalation process if needed is very easy. Planview CRM's are a great resource to customers and provide a layer of support and assistance when trying to determine which path to take when an issue occure or even following up and making calls to get an outstanding issue resolved more quickly. They also work to ensure that the tool is working for their customer and that they have what they need to use the tool to the fullest.,Planview has worked to improve performance over the years and keep current with technology. With this said, performance is always what a customer wants and continued improvements in that area is always welcome,10,With Planview we have been able to have a better view into resource capacity by resource type and role and do strategic planning as to how much work can be accomplished in a given period. It has allowed us to identify resource capacity and work trends for more effective planning. Because of this we have actually been able to increase our output while maintaining and delivering high quality projects/deliverables,,160,2,Project Management Resource management Reporting,strategic planning,project requests project pipelines document storage,10,Yes,Price Product Features Product Usability Product Reputation Vendor Reputation Positive Sales Experience with the Vendor Third-party Reviews,We have a proven an tried RFI process. We have developed a standardized list of question for both the vendor and references that span all areas, infrastructure, functions, capabilities, usability, performance, etc. We also include resources from various roles to ensure insight is obtained from all areas impacted by the decision. We would not change how we chose this product.,Vendor implemented,Yes,Change management was minimal,technical issues due to inexperience with new technology (ie Sharepoint) technical issues due to changes in user licenses and not being informed that we needed to update those,9,7,Yes,9,Yes,I had a singular report that when we migrated would not display correctly when published to a dashboard. The assigned support resource worked with me tirelessly to resolve the issue including be flexible to my schedule, involving development and making sure that I was kept int he loop to all action that was being taken and following up afterward to make sure all was still working as expected. All of this with a sincere attitude, friendly demeanor, empathy for my frustration and professionalism throughout.,10Solid Product, You Get What You GivePlanview Enterprise was a primary tool used at my former employer to manage projects. The PMO was the business owner of the application, and Planview Enterprise was the project management solution for the entire IT organization. The PPM module was used to plan/track project timelines, and piloted to manage resources/FTEs. In addition the FPM module was used to manage/track project finances.,User interface - The GUI is well designed, and the user experience is fairly well optimized. Dashboards - Nice/useful dashboards are a strength, although the data foundation has to be there. Customer Support - Planview's support is good relative to many software vendors. The premium support level they offer leads to exceptional service.,Reporting - Out of the box reporting is very limited. To get high quality reports requires significant data mart work/customization. The availability of internal Business Intelligence resources will help mitigate this issue significantly. Technical Documentation - Planview seems to push customers away from building out their own infrastructure and installing the software/upgrades. This is because the preferred method appears to be Planview hosted, or Planview built/installed onsite. In light of this, the technical documentation is not comprehensive enough to make the self install option very efficient.,7,Planview time tracking provided increased visibility into resource utilization, which allowed management to increase employee efficiency.,HP Project and Portfolio Management
Windows, Mac
Planview Enterprise One (formerly Planview Enterprise and Troux)
64 Ratings
Score 7.4 out of 101
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Planview Enterprise One (formerly Planview Enterprise and Troux) Reviews

Planview Enterprise One (formerly Planview Enterprise and Troux)
64 Ratings
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Score 7.4 out of 101

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Brian Tharp, PMP profile photo
April 18, 2019

Planview Enterprise One: yep, it's worth it!

Score 8 out of 10
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Planview Enterprise One is being used for project, portfolio and resource management for IT. The users are strictly within IT, but resources managed within include all of IT plus the business resources that participate in and contribute to projects. It serves as our primary system of record for all IT project work and primarily addresses the historical problem of the organization taking on too much work without taking into account the resources required to do the work. By availing capacity and utilization data captured in PVE, the organization is better informed, makes smarter decisions and focuses on the most critical strategic projects and outcomes.
  • Out of the box analytics. Canned, but modestly configurable reports that provide quick insights to project and resource performance.
  • Flexible configuration enables resource management at a macro or micro level.
  • Modeling (what-if). I can create projects, load with resources and quickly stack it against our existing portfolios to identify conflicts and optimize scheduling.
  • Steep learning curve. PVE1 is far from intuitive. Training and consistent usage is key to adoption and good data.
  • Scope. PVE1 is infinitely configurable and scalable, and users commonly get lost in the navigation and myriad nuances of WRM.
  • The WRM (work breakdown structure/Gannt) is effective, but is overwrought with varied column sets, wonky drag-n-drop, is saddled with a progression engine that does more harm than good and behaves like another app entirely. I would say this above all else requires work to make it more intuitive, to work more like MS Project, and feel more integrated to the application itself.
PVE1 is ideally suited for a mature enterprise. One with a need to map strategies to outcomes, one with top-down support and direction that will ensure its data integrity and value on a persistent basis. It is not suited for project execution or collaboration. It is best served as the system of record for project intake, resource management, and performance reporting.
Read Brian Tharp, PMP's full review
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March 20, 2019

Solid Old Software that requires you change your ways and adapt to their way of doing things.

Score 4 out of 10
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Used by the whole organization to manage Portfolio Planning and budgeting, and for approving new projects and following up on past commitments.
  • Very Organized -- It seems to cover all needed aspects of the organizational planning processes.
  • Semi-Customizable -- You can modify workflows and add limited custom attributes to different objects.
  • Experienced -- The people we have interacted with who made the software know it well and can explain it well.
  • Poor UX -- There is a UX learning curve and some very inconsistent interaction while navigating and working in the software.
  • Limited Integration Capabilities -- The PPM portion of the software is only accessible via SOAP web services, which still don't provide access to all aspects of the software.
  • Limited Customization -- The objects cannot be renamed. If your organization has particular naming conventions expect to either change it or translate constantly ie. Planviews __________ is our ___________
If your organization is willing to change processes and adapt to the Planview naming of things and do things their way (which might mean changing to use all of their software packages Timesheets, Project management, etc.), Planview can definitely work for your organization. If you need a highly flexible, enterprise friendly, open to integration system, I'd recommend something else.
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March 07, 2019

Let Planview Drive your business to Success

Score 9 out of 10
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We are using this product across our entire organization on a global basis. We use it for project planning and timesheets, as well as collaborative work management. This assists us in planning future projects as well as accounting for project time for ongoing project endeavors.
  • Timesheet capture.
  • Resource allocation.
  • Visualizing collaboration patterns.
  • It would be nice if the timesheet mechanism could automatically present users with the company holidays so that they do not have to input this into their individual timesheets.
It well suited to any company, as it has intuitive interfaces when using the various product components. Training is minimal, although there are webcasts for managers that must enter the project information. Since we have only used the product for two years, it is still in its infancy here, and we are still looking at all of the ways it can assist us to perform project planning, budgeting, and project monitoring.
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March 06, 2019

Planview Enterprise One is a one-stop shop!

Score 10 out of 10
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Planview Enterprise One is used across the whole organization, primarily for project and resource management. We currently have over 8k projects and 1,000 users which are made up of project managers, team members, and senior management. Planview Enterprise One solves our need for a central location for all project management. It enables us to run various reports for delays to capture risks, issues, and changes, along with health. We also have an interface with Salesforce, consisting of a bi-directional data feed. The use of MS Power BI allows us to customize reports and make them available in a user-friendly analytic tile, or through the mobile app.
  • Incorporates Product, Projects, Resources, and Financial information all in one tool.
  • The analytic tiles are a cut above other applications on the market.
  • Its ability to interface with other applications.
  • Resource availability. Many PMO's/Resource Managers look for resource availability based off of the project scope date/go-live. To be able to enter that specific date along with a range (i.e. 12 weeks) for a new business implementation. Then see resources who have capacity would be ideal.
  • Portfolios to include an attribute for DATE. This would allow us to see only projects created, canceled, or completed in 2018 (for example) versus EVERY project since we've been on Planview starting from 2016. Allow us to filter down this portfolio by date(s)
  • Improved Resource Assignment Tile. People want to see a simple desk type calendar. The visual would provide tasks by (Gantt) color over which you could see the task name over the duration. The detail table at the bottom. Simple, clean, user-friendly. That way they are familiar with the view and can see ahead to help plan.
  • Well suited for large organizations, especially global ones where you need to have visibility across project and resource portfolios.
  • Well suited for companies that have multiple overlapping applications that do the same thing. Enterprise One can be your one-stop-shop.
  • Well suited for companies that have multiple independent applications (Jira, Salesforce) that can interface with Enterprise One.
  • May be less appropriate for small companies with no PMO or the need for such a robust application. ProjectPlace maybe a better fit in that case.
  • Less appropriate may be a company that does not have the support for governance and compliance.
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Meena B profile photo
February 18, 2019

Planview - The future of Agile centric Project Management!!

Score 7 out of 10
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Planview is the sole Project and resource management tool in our organization. It is largely used by the PMO team to plan projects, add tasks and budget and reconciliation of external and internal spend. The rest of the employees use it to report time. Coming from an organization whose main revenue comes from staffing Planview plays a cruicial role in determining time allocations, resource allocations and budget allocations as well. One of the most useful feature is automatic reconciliation of budget.
  • My Overview > This screen pops up as soon as we login into project space. This can be used to prioritize work by just drag and drop
  • There can be more than 1 workspaces that you have created
  • The best part that I like is the conversation feature. Communication lag can be greatly reduced
  • Upcoming milestones added on the on -going work can be seen on the workspace. There are no additional buttons that need to be clicked to navigate. All in all they can be accessed on one space
  • Team based time reporting is an other biggest Pro in the R16 version. Time can be entered on percentage basis
  • The use of Planview needs attention to detail and even a small mistake of not checking the time period where the report needs to be shown can make the user do a rework.
  • While reconciliation of external and internal spend it is very important to check the last 2 options in the pop up box when the user tries to run a report if not the final numbers might not show up right and the user will have to enter the hours of employees / enter the actual spend and then do a reconciliation.
  • Personally I have been a Microsoft Project person and during the first few days of my exposure to Planview I found the options to use the tool a bit confusing.
1) Setting up of the tool to suit the needs of each project is very crucial. The best part of it is , in my organization there was a to be model proposed where version one could be synced to Planview that would make work more easy. It mainly follows the current PMP module where project management is a conglomeration with Agile practices.
2) Like I mentioned in my cons the only thing required from a user perspective is actual understanding of the tool and also making sure that the appropriate boxes are checked when reports are being generated.
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Martin Monteiro profile photo
November 12, 2018

Analyst's Review of Planview

Score 8 out of 10
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Planview Enterprise is being used by our IT extensively for time tracking. They plan to use the project management and request management in the future. Some of the departments that use Planview Enterprise for project tracking include Research, Space & Facilities Planning and Internal Audit.
  • Time Tracking is simple to use
  • Tiles showing specific information about project and portfolios
  • Column Sets allowing required information to display in columns and is exportable in Excel
  • Navigation could be made more simpler. Try to make it more user-friendly
  • Work and assignments screen should be made more user-friendly
  • Add more features to request functionality as an organization wants to use it for demand management
I can't think of any scenarios. But it's well suited for an IT organization.
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February 15, 2019

IT Project Manager's Planview Review

Score 8 out of 10
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[We're] Using it as a project/portfolio management tool within the IT department. It has a very simple user interface, and self-explanatory screens/tabs. Project search capability using filters and bookmarks is nice. Task level administration for actual vs. expected % of completions is helpful. It's good for assigning resources at the task level for billing purposes. Reporting modules, with all the RGB statuses of various projects, are in one place at the portfolio level. Project's weight-age [are available] by portfolio for prioritization and funding approval.
  • Simple to use
  • Not an expensive S/W for small organizations
  • User based licensing fee
  • It's not updating the Task level % completion, when we update the individual tasks % completion at the sub-levels. This manual work needs to be eliminated.
It's not an expensive software from the licensing perspective, so good for small organizations.
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January 18, 2019

Easy to customize/configure but customer support is non-existent

Score 6 out of 10
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  • Tracks project plans with a defined schedule and milestones.
  • Monitors project financial data to understand fiscal health.
  • Aligns project goals and measures to desired outcomes.
  • Identifies faculty/staff participation by institution, college, department.
  • Delivers quick access to institution-specific project data.
  • Easy to customize/configure data entry screens (configured screens), drop-down lists (alternate structures) and custom fields.
  • Customer Support - For the last month I have been trying to meet with our account representative regarding upgrading, custom reports, renewal cost, etc. and he will not return my calls/emails. This is why I rated Planview a 6.
Easy to customize/configure but lacks on customer support.
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Sheri Millar profile photo
December 16, 2016

Planview Enterprise - a robust portfolio solution fit for an enterprise

Score 9 out of 10
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Planview Enterprise (PVE) is currently being used across our entire organization. Every resource, associate and contractor, is required to record their daily effort into the PVE timesheet. The only exception is for Executive level resources. Both project (billable and non-billable) work and non-project work are tracked to provide utilization data, as well as the raw data that feeds the Billing process and verification of vendor invoices. Although all work/projects live in PVE, we are not currently requiring traditional Project Management practices to be performed in PVE by our PMs, however some do. Currently, our projects funded by the Development Budget are tracked with more rigor and also require the PM to provide accurate forecasting data in the Financial Planning area of PVE. Resource Management practices of tracking and balancing role-based demand with supply is just emerging into our use of PVE. Efforts continue to implement enterprise-wide practices in this area to allow better management oversight with less manual tracking in outside data sources.
  • Planview Enterprise (PVE) provides end-to-end work management for the full spectrum of work types in one tool. Traditional project work can be fully implemented with detailed or summarized WBS, stage gates, workflow management and content management. Non-project work can be tracked in a variety of ways. There is even an option for "ticket" type work. PVE provides 4 types of resource assignments to attach people to work; each with flexible configuration options to meet the need of the organization.
  • Planview Enterprise provides robust Rating and Financial Planning capabilities, and they continue to grow in this area of the tool. Rates can be driven by attribute-based rate cards or by attaching the exact rate to the individual resource. Multiple override functions exist that allow work to be configured with the exact rates when the work is the exception to the rule. All effort data captured in the tool (both from manual entry and/or ported over from the work plans) is converted into financial data with just a few clicks. And, portfolio management of this data is easily delivered on screen.
  • The analytic options available in Planview Enterprise are broad and easily made available to the appropriate audience. They are graphic, but also drillable to the desired level of detail to facilitate analysis.
  • Change, Risk and Issue tracking is available in the tool currently, but it could use a face-lift to be up to par with the rest of the application. Portal visibility into this area of data could be helpful, especially when tracking for a Program of projects.
  • Communication capabilities to the users currently comes in the form of onscreen notifications delivered via portlet views and/or in the form of an email notification delivered to the user's email address on file. However, these notifications are not as configurable as we would like to see. The text of the emails cannot be edited. Many notifications cannot be configured to be sent via email and must be viewed on screen by the user. However, when an implementation is less mature, or you have users that are not required to be in the tool daily, these notifications go unnoticed and are therefore ineffective.
  • Recently Planview has begun to deliver Web Services to their customers to use to build interfaces and other automations. For an organization with the right talent available, these services can be very useful. The challenge is that some of them are lacking in providing all of the same capabilities that a live user would have available in the User Interface, therefore only so much can be converted to Web Services. We hope that Planview continues to invest in expanding and improving these services to meet the needs of their customers.
A company should have a strong grasp on their planned use cases before purchasing a tool with as much capability as Planview Enterprise (PVE). This will help ensure that they are picking a tool that matches their enterprise roadmap. For example, if time reporting is the primary use case, then PVE would be a very expensive timesheet when there are many less expensive and less complex tools that would do a fine job in this area.
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Allan Shafer profile photo
December 06, 2016

Is Planview for You? My collective experience across two corporations and ten years of use

Score 10 out of 10
Vetted Review
Verified User
Review Source
Planview is being used by our IT organization and our business unit that manages customer installations. For IT, it helps manage our portfolio of projects and the resources used to execute those projects. The tools give us visibility into our capacity and demand management needs and lets us forecast our resource and investment needs. We are also able to manage programs and portfolios consisting of multiple projects. For our business unit handling customer installations, the tool captures the quote and tracks the labor and cost associated with each installation. As we perform the installation, we also able to forecast the effort and cost needed to complete the install and see how it aligns with the quote.
  • Provides visibility into specific resource's utilizations and highlights weeks where a resource has been over committed. The screens used and data presented are easy to digest and respond to. This gives us the ability to see potential conflicts and take proactive steps to resolve them before becoming issues.
  • Allows us to manage and forecast at the program or portfolio level. The screens allow our program managers to group work together and see the resource demands and cost at a consolidated level and allow easy drilling into the details to see the impact for specific projects.
  • Reporting and tracking of historical results. The tool allows easy tracking of both cost and effort comparing what was planned against what actually occurred. The standard reporting has dozens of out of the box reports that assist with portfolio, project and resource management.
  • With power comes complexity. Users are sometimes not sure of which screen to use for certain activities. Planview has done a good job of improving the UI over the year but there are still some areas that could be simplified for the users.
  • The financial planning module does not offer enough granularity to track non-labor costs at a detailed level. Costs are grouped by unique attributes. If I want to track the purchase of 10 servers individually within a single project, I need to use a different tool.
Planview works well for large, well defined projects that follow a waterfall or iterative methodology with resourcing needs across various areas within the company or division. Though it does have support for Agile, it is not an Agile project management tool. For companies using Agile, there are other tools specifically designed to support that methodology. Planview can interface with these tools so you can have single view into an organization's capacity and demand management. The tool also requires a fair amount of discipline at a corporate level. The company needs to make a commitment to fully embrace the tool in order to receive the maximum benefit.
Read Allan Shafer's full review
Cheryl Bass profile photo
February 02, 2017

Why I recommend Planview Enterprise

Score 10 out of 10
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We are using Planview to manage all IT resources and committee funded projects. We have roughly 900 resources in the tool. We are using it to manage project financials and status reporting, manage resource demand and capacity and to make decisions around our portfolio of projects and what gets approved and when.
  • Planview's investment and capacity planning capabilities are a strength of the tool. We are able to use this info on a regular basis to make decisions around what work to approve and when to begin the work.
  • The user interface is excellent, easy to get around and find things.
  • Planview's RPM reports (out of the box, configurable reports) are great. They give you a starting point and answer a lot of the questions that our stakeholders have.
  • Managing a work breakdown structure with predecessors, etc., is a lot of work. Too many clicks and not intuitive.
  • My biggest complaint is that you cannot update resource attributes in a resource portfolio (column set) like you can in work. The administration of resources and users is very time-consuming.
  • Along those same lines, you have to set up resources and users separately and cannot copy or anything, this would be a nice feature as many resources/users mimic others.
Planview Enterprise is a great tool for managing all aspects of projects, resources and for making decisions around what work to take on.
Read Cheryl Bass's full review
Dawn Acosta profile photo
September 26, 2016

Planview Enterprise - a commited relationship that goes both ways

Score 9 out of 10
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Planview Enterprise is used by our IT organization to track total project costs and manage project budgets, schedules and resources. In addition IT uses it for resource utilization and resource capacity planning. IT also uses it for program management and is in the early stages of investment planning. Non-project work is also tracked in Planview and 90% of resources report time.

Planview Enterprise is also used in our product areas. We have Product Management groups who have project managers that manage the product delivery schedules for various product lines. However in these organizations, only the project managers themselves track time to high-level budgets.

Our product areas use the Request module for a process called "Customer Special Requests". These involve a sophisticated lifecycle that notifies users and allows them to vote on whether their area can meet the requirements of a special request. The requester then reviews the responses and determines whether the request can be delivered. In some areas this request is then dispatched into a work and other areas it is not.

The Visual Merchandising Organizations use Planview for project intake via the Request tab where Lifecycles notify users by email of next steps needed in the approval process. These request are then dispatched into work.

  • We have been able to use the Request process and Lifecycle email notification to streamline and capture a flow of work that was previously undocumented. These "Customer Special Requests" were known to cause disruption to normal work flow, but the volume was unknown. They can now be reported and decisions to say "no" be more easily be justified.
  • We use the Planview's budget module to capture all IT project costs. We then use this data monthly and quarterly to review our progress towards spending the annual budget and make adjustments to priorities as needed to do the right work with the available people and funds.
  • We utilize IT project time reporting to enable capitalization of software development to improve Hallmark's cost structure.
  • In our Hallmark Digital IT group we are able to use project budgets and schedules to create program roadmaps for upper management to do monthly status reviews.
  • Our PMs still struggle to use Planview to run their day to day schedule. We have trained them on the approach of using Resource Reservations at the project level coupled with Authorization to detail tasks to enable more accurate resource utilization coupled with meaningful dates on activities.
  • The PMs often complain that they cannot easily see how they originally planned the work and that base-lining did not meet that need. However, with the newly rolled out ability to see Expired Effort and Approved effort, I think this deficiency may be greatly improved.
  • The Request tab has not yet been improved the way the Work tab has. You cannot bring multi-select attributes into the column set nor update a structure in a column set, but must open the detail screen for both these tasks.
  • Currently it is very cumbersome, when working with programs in the Strategy tab, to remember to load the project budgets each time. These appears to be addressed however when you upgrade to version 12.
  • The Strategy tab is difficult to use when managing budgets that cross years. We have on-going "Programs" that represent our infrastructure and small enhancement work that continue to show completed projects from previous years unless we take the time to un-associate them. In addition, currently a column set must be create for each year that needs to be viewed.
  • Planview does need to improve their quality control. I think the challenge comes with the versatility of the tool and the need to test many different use cases. But if you move to a new version within a couple months of its release you need to plan extra time for testing and resolving incidents.

Planview is best suited for larger organizations. It is simply too much tool for smaller ones. (Thus the purchase of Innotas this year.)

The budget module and financial capabilities were the reason we chose Planview many years ago and continues to be a strong part of the tool, especially with the improvements in version 12.0.

I have been impressed with Planview's ability to move the tool forward as the world and project management needs change. They are very good about listening to customer complaints/pain points and address them as quickly as possible in such a large application.

We have also been successful in using the tool in some unconventional ways, specifically in areas where the users have no desire to report time. Planview provides consultants that enable you to think out of the box and use the capabilities of tiles and other things to bring value in new ways.

Read Dawn Acosta's full review
James R. Parker profile photo
January 19, 2017

Enterprise PPM - tying it all together

Score 10 out of 10
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We have implmented PVE across a division within the company. Our objective is to make informed decisions faster and to improve predictability of our NPD projects. We also are attempting to increase consistency in our global processes for executing work within the division.
  • With PVE13 the reporting capabilities will lend themselves to provide easy portfolio assessments.
  • The Power BI interface will allow us to create customized project dashboards to monitor the health of key projects.
  • PVE allows us to enter project expenditures in multiple currencies depending on the site that is doing the work and then converts the various currencies into a common currency that can be used by corporate management when comparing and contrasting project costs.
  • Data entry of scheduling information is cumbersome. PVE13 appears to be making improvements but it's still not as simple as Microsoft Project to enter and edit tasks and timelines.
  • Like many PPM Enterprise solutions, PVE does not offer the ability to plan work using a PERT chart format. Our planners have adopted PERT for early planning efforts so this is a real handicap planning in PVE.
  • Adding a Critical CHAIN planning methodolgy would provide a key feature that none of the Enterprise PPM tools offer. Our organization has used Critical Chain for years and finds it valuable to deal with the variations that are typical in most high risk new product developments.
Planview Enterprise (PVE) helps us connect our resource management efforts with our approved work efforts. Before PVE, these two areas were managed almost mutually exclusive from one another. The tool helps provide communication and collaboration between project teams and functional work areas.

We anticipate that the tool will ultimately help us decide which projects' concepts to fund and which to defer or decline. Our maturity model is just starting in this area.
Read James R. Parker's full review
Anders Malmsten profile photo
December 07, 2016

Review of the Portfolio Management tool 'Planview'

Score 10 out of 10
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Planview Enterprise is used cross the organization, in all divisions, for managing the portfolio of IT related projects. Thus both planned projects managed by portfolio managers and also on-going projects managed by project managers. It gives us both transparency on how we are planning to use the IT budget for the coming year but also a view of how the ongoing projects are progressing.
  • The breakdown of the overall budget frame can be broken down and detailed to different levels. In the long time horizon you are perhaps not detailing exactly which projects to run, just in which area you intend to spend money. While in the short term you have planned the projects that are about to start soon. In any case, you still have a good view on the overall situation, thus how much more projects can I still plan without overspening the budget frame.
  • It is possible to connect your development work (projects, assignments etc.,) to the application, product or other asset that will be affected by the development work. With this perspective it is possible to create roadmaps from the application/product perspective.
  • Resource management and capacity planning is an integrated part of Planview. Thus the planned portfolio of work can be balanced regarding both budget and resources. Often the budget tends to be the factor that sets the limit, but without resources the projects will not be successful anyway.
  • For infrequent users, e.g. those just reporting on projects once per month or quite seldom, the graphical user interface is not always intuitive.
  • Integration with other softwares has not been well developed or prepared, though this is now about to be improved.
In a scenario in which there are limited funds and limited resources for the development of either products, applications or any other asset, Planview will support you in managing the budget and resources in order to plan and execute projects or other work. Planview has a holistic approach and is especially very strong in the financial aspects.
Read Anders Malmsten's full review
Tony Morales, PMP, CSM profile photo
December 07, 2016

One Stop Shop!

Score 8 out of 10
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Here at Carestream, we use Planview Enterprise to help us manage our information technology projects, programs, and portfolios. We have been using Planview Enterprise since 2009, supporting over 1000 users across 17 time zones. Corporate IT users made up of project managers, relationship managers, operations infrastructure and applications IT finance users. IT runs typical IT portfolio projects reaching across all Carestream business areas. Healthcare Information Solutions supports all customer installations. Each install is set up as a separate project. Research and Development uses Planview Enterprise to manage R&D efforts and track strategies.
  • Planview Enterprise manages project resource planning and assignments very well. It is easy to assign tasks to team members and manage utilization and workloads.
  • Planview Enterprise provides a powerful reporting engine that produces a wide range of project and portfolio analytics reports for cost, status, schedule, risks, and health status. The export feature allows our users to export to several file formats to include MS Excel, .PDF, and MS PowerPoint.
  • Planview Enterprise in the cloud has provided more reliable delivery of status information and faster response times from our overseas locations. The cloud-based solution has reduced our costs as we were able to eliminate 8 servers and reduce our support costs.
  • Planview Enterprise could improve by making it more apparent on how to approach projects using different frameworks such as Agile and Scrum. Some examples and best practices would help us understand how to use Planview Enterprise using different frameworks.
  • Developing and managing lifecycles within Planview Enterprise could be simplified. Providing some recommended lifecycle examples and structures would help us reduce complexity.
  • Planview Enterprise training would be better if it provided more use-cases and not just point and click about features. Much of the context of why we want to use certain screens and functions are not explained. Perhaps aligning with the Project Management Institute (PMI) to ensure common language, terms and practices would help with the Planview training offerings.
Planview Enterprise is suited for organizations that want transparent and accessible information about projects and portfolios. If organizations want to rely less on spreadsheets and multiple tools, Planview Enterprise provides a "one-stop-shop" for all aspects of project and portfolio management.
Read Tony Morales, PMP, CSM's full review
Craig Louden profile photo
December 15, 2015

Planview - a great product and great partner

Score 10 out of 10
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Planview Enterprise is used by our Research and Development Teams. We have approximately 1100 users. The business problem it addresses is to have a singular repository for all our project level data across R&D. It provides robust reporting capabilities so that we can access the data we need whether it be ad hoc or a more standard report.
  • Reporting - It allows users of differing levels of product/data understanding different ways to get to the data they need using tools including tiles and reports in the app, a portal for more standard reports, and an excel add-in for more technical users. And, of course, the capability of querying the database
  • As a cloud application, our downtime has been negligible. It's great having a company managing the application so we don't have to worry about patching and downtimes and the like. They do a great job as a partner of ours in keeping the product accessible and stable.
  • The all in one package for Project Management is one of the best parts of Planview. We capture all manner of reportable project information in Planview and use it in our project, team, and executive level reporting.
  • Being a flexible tool for adding fields and customizing screens within a SaaS solution was one of the primary reasons for product selection as well as one of the reasons for on-going product adoption, satisfaction, and expanding usage.
  • The people at Planview are a core strength. When I have a question or an issue, they are always helpful. They have a can do attitude and regularly are willing to go (and often do go) the extra mile.
  • As a SaaS product, they suffer from the same fate as other SaaS products of having sluggishness from time to time. Some of our facilities seem to have better response time than others. We haven't really identified this as a Planview specific issue, but it's definitely an issue.
  • Once we had a more dedicated go to person at Planview to solve simple/mid level types of problems, our satisfaction increased dramatically. Their help desk is effective, but, as with many help desks, sometimes response times on non-critical issues can be slower than we'd like and getting simple questions answered can be difficult. That said, their response time on critical issues (there haven't been many) has been excellent.
  • Get a good understanding of how much support internal and external you'll need. Getting up to speed on the tool at the very beginning was a bit of a struggle for us as we were hesitant to burn through our consulting hours. Ultimately on hindsight that was probably a mistake by us as we ultimately went through more pain than we had to. That said, having a bit more included support and hand holding on initial go-live would've been beneficial.
  • It's not free :)

As with any tool, the success of it will be dependent upon the attitudes and desires of senior management to use the tool. Without executive buy in, the success of the implementation would have failed for us. Ultimately, I see our relationship with Planview as a long term relationship where there will be ups and downs, but in the long run the vision of where there are going is aligning with where we want to go.

Regarding specific scenarios, from a functionality standpoint, Planview Enterprise is well suited for both large and small organizations, as well as organizations that have resources overseas. Having worked in multiple industries, Planview Enterprise would be a strong addition to any organization trying to build or strengthen their PMO or just their project management processes and project tracking in general, regardless of industry.

Read Craig Louden's full review
Matthew Rochester profile photo
December 11, 2015

Right people on the right projects at the right times.

Score 9 out of 10
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We initially started using Planview Enterprise for our IT projects only but have since extended this to most of our change community with only one business unit yet to adopt it. There are plans to roll out to this business unit in the near future.

Using Planview Enterprise allows us a much clearer view on the projects that are happening, what people are working on and how much time is being spent on them.This has helped us to prioritise more efficiently and make sure that we have the right people on the right projects at the right times.

  • Resource Management. By scheduling resources against projects and BAU work in the tool it makes it is easier for us to identify over and under utilisation and enables us to make those important priority calls.
  • Portfolio Management. The portfolio capabilities of the tool provide Portfolio Managers with a quick and easy way to view the current status of their portfolio including milestones, finances, changes, risks and issues.
  • One stop shop for Project Managers. There's no Excel spread sheets, Word documents or other templates that project managers have to use or for the PMO to find to report on as everything is in one place in Planview Enterprise.
  • Projectplace. Projectplace provides a platform for easy project collaboration which along with Planview Enterprise's more traditional style of project management creates an extremely strong package.
  • I think the UI could do with being modernised. Some of the screens in versions pre 11.4 are a little fiddly and old fashioned. We've recently upgraded from 11.1 to 11.4 and have noticed a big improvement in the UI, particularly the Work Manager (now Work and Resource Management) and the Resource Assignment Manager (now Resource Management and Assignments). Something to look forward to is the new Timesheet which is coming in one of the next releases.
  • Reporting. The current Analytics and Reporting portal can be clunky at times although there are bigger things coming up in future releases such as "next generation ribbon" which embeds reports for line of sight portfolio analysis as well as the introduction of Microsoft Power BI which will enable users to customise their reports and reporting dashboards with ease.
Definitely better suited used across the enterprise or across the whole of change as opposed to one or a few business units. Having visibility of project information from start to finish is a lot more beneficial than only a portion of it so make sure it's used by all users in change.
Read Matthew Rochester's full review
Diane Rowley profile photo
December 10, 2015

One Database to Bind Them All

Score 9 out of 10
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Planview is being used to manage capital projects including the long range capital planning process all the way through the design, construction and completion of the project. Planview is a tool for the project managers to plan/track the project as well an administrative tool for managing other parts of the project such as project closeout. Having a centralized close-out entry screen, utilized by the project manager as well as the 7 departments involved in the project closeout, has allowed us to eliminate numerous emails prompting individuals for information or projects slipping into being closed without all the documentation being captured. In addition we have opened up Planview, read only, to our larger volume customers so they can see their project schedules and some project information; Facilities Management so they can see what capital projects are happening on their campuses/buildings; and Purchasing so they see what projects are headed their way and can better anticipate spikes in their workload and can better manage contract closeout.
  • Portfolios-Planview is the only company I have come across which has this feature. I can't say enough positive things about portfolios. We are so reliant on portfolios because we can quickly view our projects in countless ways.
  • Column sets-we have hundreds of custom fields, most of which we have set up as column sets. This in conjunction with portfolios allows us to filter even further how we are looking at outr project information.
  • The search feature-this is one of the easiest ways to search for projects.
  • Custom fields-Last I knew I think we had the largest customization of Planview. We created hundreds of custom fields which allowed us to consolidate the date from numerous Access databases and Excel spreadsheets. One thing most people don't realize is that this type of customization doesn't break when there is an upgrade. Other systems don't allow for much customization for that reason.
  • By Planview allowing for so many custom fields we are able to have only one system to track all of the related project data-most other systems wouldn't allow that which means I would have to have another method to track all the data which doesn't fit into "their" definition of what is important to a project.
  • Making Notes available as a column set. We had to create a current update field on an entry screen so that it could be set up as a column set and the information could then be viewed in a portfolio. The downside with that solution is that in order to maintain the historic information the project manager has to do double the amount of work by cutting and pasting the update into the Notes section.
  • Be able to distribute hours on project by using the same methodology as with MS Project. Planview distributes the time evenly unless you manually distribute the hours. In MS Project you can pick a turtle curve etc, and quickly spread out the hours.
  • When viewing a Gantt chart you can compress it to view only the milestones however when you print it the schedule is expanded to see all the lines. There are times when presenting to either customers or senior management when you want to show them only the highest level of detail which would be 6 lines vs. 54. Again with MS Project this feature is available.
I don't know if this is exactly what you are asking but the challenge I have had at ASU is overcoming the perception that Planview is only good for managing IT projects. Project management is project management whether it is an IT project or managing capital projects.
Read Diane Rowley's full review
Bradford Newton profile photo
December 10, 2015

Planview Enterprise for a 400 resources in a 14,000 person organization

Score 9 out of 10
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We have 400 Planview users across our employee base of 14,000 people.

We use Planview Enterprise primarily for project management in IT and our enterprise PMO, as well as for resource management within the IT team at WellStar. Planview specifically helps us show executives a snapshot of our entire project portfolio, including which projects are at risk and which teams are overcommitted.

  • PVE helps us manage the supply and demand of labor - it enables us to show which operational tasks and projects are consuming our team's time, and it lets resource managers up through executives see how we're choosing to spend our time.
  • PVE summarizes the key elements project status across an entire portfolio of projects. The tools make it easy to see which projects are in trouble, which projects need attention right now, and which projects are proceeding as planned.
  • PVE lets us create different "what if" scenarios that show the impact on our team if we change the overall timelines for the projects that are in our plan. It lets us determine when we'll need to go find a bunch of contractors, and helps us make appropriate financial decisions for efforts where time is more important than cost.
  • Until the version of Planview Enterprise that was released in November 2015, it relied upon Silverlight technology for some of the user interface... which made it slow and difficult to use with Chrome.
  • Planview is like a Swiss Army Knife for project, portfolio and resource management - but it is only useful if people enter accurate data into the tool... To that end it needs to be something that is supported by senior team members that can monitor and enforce usage of the tool. The difficulty is that it's easy to configure Planview to be simple for the people who use it, or you can make all the tools in the Swiss Army Knife available at the risk of alienating project and resource managers who are less sophisticated. Organizations shouldn't start a Planview implementation until they have alignment from the executive level down to the project and resource manager level around how they want to use the tools.
  • Integration with ServiceNow is still in its infancy - more robust integration around how these two tools handoff work tracking will be a huge win.
Planview can work for very large or very small organizations, but I recommend Planview for organizations who have a need for detailed prioritization of work efforts across a limited pool of resources. Organizations that are able to effectively manage assignments today, tomorrow, and into the future may want to consider simpler tools for collaborating within project teams on their timeline, risks, issues, etc. ProjectPlace, for example, is very easy to use - and it integrates very well with Planview for organizations that need robust resource management as well as an interface that's easy to use for people that don't have a project management background.
Read Bradford Newton's full review
Patricia Schneider profile photo
December 10, 2015

"Plan" to "View" Your Projects

Score 10 out of 10
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Planview Enterprise was originally brought in to support the efforts of the Planning and Programs Management Office within the University Technology Office. We are using it for program and project management along with resource and financial management. Over the past two years, Planview was expanded to other departments within ASU - Business & Finance (reporting to the CFO) as well as our Capital Programs Management Group which is in charge of managing all of the buildings on campus including new construction and renovation. CPMG is only using it for project management at this time, but is looking to start using it for resource management.
  • Resource management
  • Project management
  • Investment and capacity planning
  • Portfolio management
  • Expansion of resource management. While Planview does a good job of resource management, there are still some shortcomings. It would be nice to add reservations/authorizations/allocations by groups.
  • One feature we would like to see is to be able to have a portfolio of projects and be able to reserve/authorize/allocate a resource to the projects in this portfolio at one time.
Small organizations! It does take some time administering it and learning it.
Read Patricia Schneider's full review
Juzer Bannister, PMP profile photo
November 13, 2015

Planview simplifies Project Management Practices

Score 7 out of 10
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Planview Enterprise is being used across the whole organization. It is used for managing the waterfall and agile lifecycle of a project per the PMI standards. It is also used for tracking time and cost for each project.
  • Managing the work break down structure of a project in both Waterfall and Agile life cycles.
  • Managing resource requirements and estimation.
  • Managing project time and cost.
  • Resource allocation against projects needs to be improved.
  • Overall performance needs to be improved.
  • Better user interface.
It is definitely suited for project management and managing the life cycle of a project per PMI's methodology.
Read Juzer Bannister, PMP's full review
Sai Musale profile photo
February 24, 2016

Amazing Tool!!

Score 10 out of 10
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I worked as a project manager at Aetna INC. I also worked as a Planview SME. Planview Enterprise was used across the company to manage finance for all employees. Planview was used to manage project finances, get finance reports, and submit time sheets. In all I would say Planview Enterprise was one of the [most] useful tools at Aetna INC.
  • Amazing tool to manage finances. We can add work breakdown structure as per the capability pattern of the project and add resources and hours to particular phase/ task.
  • We can get all the finance reports using this tool. These reports give a clear picture about finance and helps us to analyze project finance variance or project health.
  • We can manage project milestones as well using this tool.
  • Like any other tool, It is difficult to understand for a first time user.
  • WBS should get automated, it should have some export feature to save manual time.
Planview Enterprise is really strong tool to manage resource portfolios and project finances. It is also really user friendly. The different reports we can get from Planview are really helpful for analyzing our finance status. We can check resources task wise. We can allocate resources to any kind of capability pattern. There should just be some automated process to get allocations done resource by resource.
Read Sai Musale's full review
Diane Williams Roberts, PMP, CSM, Green Belt profile photo
December 10, 2015

Planview Enterprise - deliver referential services and products

Score 10 out of 10
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Planview Enterprise is being used as a Project, Resource and Portfolio Management enabler. It is currently being used by the CIO and CTO organizations with plans to expand it to additional Business Units and Partners in the 2016 time frame. Planview addressed 2 critical issues:
1) Resource management - having the right resource needs identified for proactive allocation and
2) Visibility to the project selection process to enable decision makers to green-light the right projects.
  • Resource Allocation
  • Investment Capacity Planning
  • Reporting
  • Program Management Planning
  • Ease of use for Project Planning Integration for PMs
Planview works exceptionally well in organizations where resource allocation is a primary concern. We will move into product management with Planview in 2016.
Read Diane Williams Roberts, PMP, CSM, Green Belt's full review
Carol Higgins profile photo
April 09, 2015

Planview: The Solution to Project and Resource Management

Score 10 out of 10
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  • Planview is an excellent tool for managing project plans and resources (resource capacity). We are able to clearly see what stage work is at, forecast remaining effort and manage work with the view into resource capacity and availablity
  • ARP is an excellent platform for reporting. We are able to pull valuable project and resource data and view it many different ways (by division, by PL, by project sponsor/owner, etc. ) Reports can be scheduled and sent via email to customers, create custom dashboards that are role specific and with Work Builder custom reports are easy to develop
  • Planview Enterprise is flexible and intuitive for the end user and the use of work and resource grants and the different license types helps control access to project data and who has the ability to view specific work/resources and edit/make updates.
  • Planview has developed a culture of customer service and consults customers in regard to enhancements as new versions are being developed. Inner Circles are comprised of a broad array of customers who meet and discuss proposed changes to the tool and provide insight and feedback as to what is working well or not as well as making suggestions to improve the user experience. Not only is Planview listening to their customer but much of this feedback is implemented.
  • Planview Customer Care provides excellent customer support and are responsive to reported incidents in a very timely manner. The support staff is very knowledgeable and the escalation process if needed is very easy.
  • Planview CRM's are a great resource to customers and provide a layer of support and assistance when trying to determine which path to take when an issue occure or even following up and making calls to get an outstanding issue resolved more quickly. They also work to ensure that the tool is working for their customer and that they have what they need to use the tool to the fullest.
  • Planview has worked to improve performance over the years and keep current with technology. With this said, performance is always what a customer wants and continued improvements in that area is always welcome
The tool is well suited for a dynamic IT and/or business environment that wants to plan and manage work, resources, capacity and financials as well as track trends and forecast future capacity. It provides flexibility, different views into large amounts data and provides great reporting options for executives and other layers of management. It works for a variety of business industries and can be customized and integrated with 3rd party tools/applications.
Read Carol Higgins's full review
Jason Roth profile photo
March 06, 2015

Solid Product, You Get What You Give

Score 7 out of 10
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Planview Enterprise was a primary tool used at my former employer to manage projects. The PMO was the business owner of the application, and Planview Enterprise was the project management solution for the entire IT organization. The PPM module was used to plan/track project timelines, and piloted to manage resources/FTEs. In addition the FPM module was used to manage/track project finances.
  • User interface - The GUI is well designed, and the user experience is fairly well optimized.
  • Dashboards - Nice/useful dashboards are a strength, although the data foundation has to be there.
  • Customer Support - Planview's support is good relative to many software vendors. The premium support level they offer leads to exceptional service.
  • Reporting - Out of the box reporting is very limited. To get high quality reports requires significant data mart work/customization. The availability of internal Business Intelligence resources will help mitigate this issue significantly.
  • Technical Documentation - Planview seems to push customers away from building out their own infrastructure and installing the software/upgrades. This is because the preferred method appears to be Planview hosted, or Planview built/installed onsite. In light of this, the technical documentation is not comprehensive enough to make the self install option very efficient.
Planview is very customizable; it is what you make it. I would ask, is my PMO strong/advanced enough to design/build the processes needed to make the tool successful. Do I have competent BI resources that can build/maintain a well design data mart, and use it successfully.
Read Jason Roth's full review

About Planview Enterprise One (formerly Planview Enterprise and Troux)

Planview Enterprise One is an end-to-end project portfolio management and enterprise architecture management tool provided by Planview, Inc., located in Austin, TX. It includes two components: Portfolio and Resource Management (formerly Planview Enterprise), and Capability and Technology Management (formerly Troux). The platform is available as a cloud-based or on-premise service.

Portfolio and Resource Management (formerly Planview Enterprise) connects strategy to execution by improving decision making across the enterprise, including product development, IT, and services. By integrating planning and execution, it enables organizations to prioritize their portfolios, balance organizational capacity against demand, link plans and resources to project execution, and manage the underlying financials of the entire process.

Capability and Technology Management (formerly Troux) is designed to drive business outcomes by connecting technology with business context. The vendor says this enables IT leaders to advance business strategies and capabilities by making better decisions about application and technology portfolios. According to the vendor, the module’s data model and visualizations, combined with deep domain expertise in application and technology management, enable customers to achieve shorter time to value and to better communicate the business value of IT.

Planview Enterprise One (formerly Planview Enterprise and Troux) Features

Has featureResource Management: Manage Resources Effectively
Has featureActuals: Understand Projected Versus Actuals
Has featureIn-Application Views and Reports
Has featureStrategic Planning
Has featureAnalytics and Reporting

Planview Enterprise One (formerly Planview Enterprise and Troux) Integrations

Planview Enterprise One (formerly Planview Enterprise and Troux) Competitors

Planview Enterprise One (formerly Planview Enterprise and Troux) Support Options

 Free VersionPaid Version
Email
Social Media
Video Tutorials / Webinar
Phone
Live Chat
Forum/Community
FAQ/Knowledgebase

Planview Enterprise One (formerly Planview Enterprise and Troux) Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Mac
Mobile Application:No