Planview Enterprise is used by our IT organization to track total project costs and manage project budgets, schedules and resources. In …
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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.
- 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
|Deployment Types||On-premise, SaaS|
|Operating Systems||Windows, Mac|
|Supported Countries||North America, South America, Europe, Asia, Australia|
|Supported Languages||English, French, German, Spanish, Chinese, Japanese|
Frequently Asked Questions
- 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
- 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.
- 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
- 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.
- 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.
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.
- 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
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.
- 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.
- 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.
- 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
- 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.
- 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'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 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.
- 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.
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.
- 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.
- 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.
- 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.
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.
- 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.
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.
- 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 ___________
- 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.
- 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.
- 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.
- 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.