Planview Enterprise One

Planview Enterprise One

Planview Enterprise One



An EA's best friend

Planview Enterprise One is being used for PPM capabilities currently and has been used for APM capabilities in the past. It was in the APM …

Analyst's Review of Planview

Planview Enterprise is being used by our IT extensively for time tracking. They plan to use the project management and request management …

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What is Planview Enterprise One?

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.

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What is Planview LeanKit?

LeanKit is a project management solution built around flexibility, data-driven analytics, and workflow automation. The software was acquired by Planview in December 2017 to expand that company's capabilities.

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Product Details

What is Planview Enterprise One?

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 Features

  • Supported: Resource Management: Manage Resources Effectively
  • Supported: Actuals: Understand Projected Versus Actuals
  • Supported: In-Application Views and Reports
  • Supported: Strategic Planning
  • Supported: Analytics and Reporting
  • Supported: Investment Prioritization
  • Supported: Scenario Modeling
  • Supported: Impact Analysis
  • Supported: Capacity Planning & Resource Management

Planview Enterprise One Screenshots

Plan and balance your capacity to focus the right resources on the right work for successful delivery on the most important programs, applications, products and projects.Demonstrate how much it costs to deliver capabilities to the business - by application and by user - to support strategic initiatives.New integrated views improve balancing project schedule and resource availability.Make data-driven decisions with comprehensive analytics and reporting. Get insights into portfolio performance, enable continuous planning and deliver outcomes that contribute profitability.Improve decision making with analytics and reporting.Roadmap your strategy for successful products, services and applications. Strategic roadmaps define timeframes, milestones, and releases across portfolios for outcomes that span organizations.

Planview Enterprise One Video

Planview unveils Planview Enterprise One, launching a new era of Work and Resource Management

Planview Enterprise One Downloadables

Planview Enterprise One Integrations

Planview Enterprise One Competitors

Planview Enterprise One Technical Details

Deployment TypesOn-premise, SaaS
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesNorth America, South America, Europe, Asia, Australia
Supported LanguagesEnglish, French, German, Spanish, Chinese, Japanese


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Frequently Asked Questions

What is Planview Enterprise One?

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.

What is Planview Enterprise One's best feature?

Reviewers rate Implementation Rating highest, with a score of 8.5.

Who uses Planview Enterprise One?

The most common users of Planview Enterprise One are from Enterprises and the Information Technology & Services industry.


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October 04, 2021

An EA's best friend

Dustin Thomas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Planview Enterprise One is being used for PPM capabilities currently and has been used for APM capabilities in the past. It was in the APM space where I used and worked as an administrator for the platform, formerly called Troux. We used Troux from the 9.x version and upgrade into 12. We were using this platform to get our arms around the ever-growing application portfolio. There were many unknowns, including application TCO, health and risk. We found instances of investment to applications that were planned for sunsetting, and this platform allowed us to redirect. It provided a snapshot into the health of our application portfolio as well, allowing for us to better plan future investment and mitigate risk.
  • Outstanding metamodel for application portfolio management within CTM
  • Intuitive insights that are easy to generate
  • Very knowledgeable EA's available from Planview to help
  • Overwhelming capabilities for new implementations
  • Requires substantial process changes, inflexible to current process
  • CTM feels more like an afterthought vs PPM side
Probably the best tool for both PPM and APM capabilities on the market today. Well suited for companies who are ready and able to commit. This means total buy-in from the entire organization. Companies must also be strategically minded and flexible with process / organizational change management. Not well suited for organizations who are inflexible or who only think tactically. These organizations might perform very well from an operational vantage, but will struggle with Enterprise One.
Joe Lamden, (MBCS) | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Currently, in Allianz Insurance, we use PV to manage our inflight projects through a gated waterfall approach with an active desire to explore Leankit Agile functionalities, we use the Financial management elements to track ongoing project costs and how those actuals vary against the forecasts made initially, allowing us to easily pick out financial variances with little to no effort, this allows us to spot which PMs need to provide variance commentary. we also have recently refined the way we track Risks, Issues and Changes by both implementing the out-of-the-box feilds and alternate structures, as well as adding our own custom fields to taylor the informtation gathering to our company's internal process requirements. this gives us very rich information on where our priorities should lie when mitigating risks before escalating to issues, and where we should be raising change requests to get projects back on track and revisions to their resources. Planview is currently used mainly within our UK and Germany delivery organisations and subsiqently used by our practice leads to perform resource management tasks, such as requirement approval and creating allocations on projects, however, in previous organisations, i have also seen PV work effectivly with dedicated departmental resource managers. with the use of resource portfolios, resource management and capacity planning becomes a walk in the park, and living in a day and age where flexible working has become the norm and mental health has become far more important than ever, tracking individual resource utilisation from a singluar page is a line manager/resource managers dream. Planview really ticks all the boxes.
  • Project Planning
  • Risk/Issue/Change management
  • Financial Planning
  • Strategy & Planning
  • Resource Management
  • Depedancy Management
  • Time Recording (although, we find explaining what time recording impacts to be the only way to explain the benefits to Project managers)
  • Waterfall Gate Management (through the use of Lifecycles)
  • Power BI integration using Ad-Hoc Tabular models (The Greatest thing you guys have created so far.... just saying)
  • Column Sets, makes quick updates and tabular data a breeze.
  • Loading times... even if there is no VPN running or the Internet connection is blisteringly fast, Planview in all of my organizations has been clunky and slow... which is the biggest user turn-off and where we Admins get all the grief from the user base... seriously needs addressing.
  • It's browser-based only... id love to see this as an App or a Client... at least for performing basic tasks such as recording Time or Risks, etc.... would speed things up and utilize more of the performance of whatever device is being used.
  • Fastrack analytics.... guys, it's 2021, these reports look fresh out of a 1988 Bill gates portfolio, some of these graphs look like they should be loaded on a gigantic CRT monitor running on Windows 3.1... jokes aside, the information quality is great, but the visuals are just so dated.
  • deleting/adding our own attributes to ad-hoc tabular models which we have purchased... as you guys are aware, processes mature all the time in organizations... meaning the information we ask of people changes with it, which means, we need a faster/more cost-effective way of adding and removing attributes to Power BI Tabular models instead of raising tickets and paying for consultancy every time.
  • Having some kind of mechanism to track Risks/Issues/Dependanies that have been accepted into BAU after a project has closed would be useful... although I understand the purpose of a PPM tool, keeping track of active risks and issues that have been delegated to a central BAU risk and issues log would be very helpful.
We have been struggling to communicate with our delivery partners about the lack of quality when it comes to project-level information and data, when implementing an Ad-Hoc tabular model and getting a real handle of our data in Planview, our governance team was now armed with the ammunition they needed in order to face the issue head-on. using high quality dashboards and information provided by the project managers from Planview, the metrics spoke for themselves, and exposed senior stakeholders to the reality of alot of the unasked and unanswered questions across the organization, "Are these projects really Green?" "Why are these projects proceeding at Risk?" - and the conversations truly began, putting pressure on our delivery team to step it up a gear in respects to data quality, giving out governance organization the support they needed to enforce high quality policies onto our delivery organization.
Score 5 out of 10
Vetted Review
Verified User
Review Source
Currently the IT department is using it to manage projects and time tracking. It replaced Microsoft Project.
  • Manage hours spent by resources
  • Track multiple types of statuses
  • Record financial expenditures
  • The search feature is seriously lacking accuracy
  • Stability and performance issues are common
This seems to be a decent tool but needs a lot of customization. Having to depend on the vendor to do simple database tasks is off-putting.
Pamela Rayborn | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Planview's time reporting functionality along with financial management, project management, some resource management and requests. Requests are used as a way for users to request help on issues. Financial management is used heavily by our Finance department to help manage development projects.
  • The company is fabulous to work with at all levels. The passion for the product is shown by all you meet.
  • Versatile to meet a variety of needs.
  • The theory of forecasting for teams vs. resources is still a work in progress but they are making good strides.
  • The timesheets could be more user friendly. They have improved over the years but needs a little more work.
With the various options Planview offers it truly is a product that could meet a wide range of needs either across different companies or across different business units within one company. If you need to do only project management, not a problem. Start with PMing and slowly introduce other aspects like Resource Management as the company can absorb it.
Meena B | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Marco De Angelis | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Planview is used by the IT department for project portfolio management, project management, and timesheets. By planning each project and the required resources needed, we can optimize the execution and identify risks in advance. The project managers have an easy and complete tool to track project status and support organization decisions.
  • All the aspects of project management are covered (plan, baseline, resource, risk, issue, change, and financial planning)
  • Resource management is effective; various allocation type offers flexibility (allocation, authorization, reserver)
  • Project planning is easy. Different perspective are available
  • Outcome management allows for creating products and services roadmap
  • There are many tiles and reports but they could be more flexible (more filters in standard tiles and a better reporting system)
  • Could be useful a better integration between planning and ticket system
Strong on project management. It is easy to start planning activities, resources, and report timesheets. The system has many features regarding planning and a good progress engine.

Its weakness is customization. It is not possible to customize the system with additional code. It is not possible to create triggers and jobs to automatize recurring actions.
Any issue is addressed correctly within the right amount of time. Sometimes it takes a while to be aligned on the request and to have a solution, but it doesn't happen frequently. There is a ticketing system where I can track all my requests that could be improved a little bit.
Mike Narumiya | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
It is used primarily by the technology based groups, but used by others as tasks are assigned to them. It helps solve accountability by department leaders of understanding when tasks are being bottlenecked by a specific group. In addition, it helps allocate resources are look for efficiencies in certain areas that are receiving additional tasks.
  • Ease of use. Simple, anyone can pick it up.
  • Streamlined, very intuitive to review information.
  • The auto generated orders are great. Less of a need for pm's to baby site PM software. Let them actually work projects.
  • While we love the auto generated work "orders" it would like some options for verification (at least easier to use) to allow for review and acceptance before the project is completed. Can be completed by creating that as a process. But sometimes a pain.
If the house is primarily MS Office, changing can be difficult. While similar in many areas, very different in others.
Brian Tharp, PMP | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Martin Monteiro | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Sheri Millar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Consultants are knowledgeable and friendly; it is easy to build relationships with the support people you work with and they learn how best to help you. The vendor is continuously looking for honest feedback about their tool and they use that information to design their product roadmaps.
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.
Cheryl Bass | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Dawn Acosta | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

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.

James R. Parker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Anders Malmsten | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
December 07, 2016

One Stop Shop!

Tony Morales, PMP, CSM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Craig Louden | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.

Matthew Rochester | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Bradford Newton | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

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.
Score 4 out of 10
Vetted Review
Verified User
Review Source
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Patricia Schneider | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Juzer Bannister, PMP | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.