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Planview Portfolios

Planview Portfolios
Formerly Planview Enterprise One

Overview

What is Planview Portfolios?

Planview Portfolios 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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Recent Reviews

Planview Portfolios

7 out of 10
September 14, 2023
Incentivized
The organization uses Planview Portfolios to manage projects and resources. Being able to track resource capacity is a huge win. We can …
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Review

7 out of 10
September 14, 2023
Incentivized
we use Planview Portfolios to manage the 5 year rolling capital plan. Centralized location for all projects, forecasts and strategic …
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JK's review

9 out of 10
September 14, 2023
Incentivized
We use Planview Portfolios to manage all the Project budget and the approvals workflow. We have users from different segments and …
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Awards

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Reviewer Pros & Cons

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Pricing

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What is Planview Portfolios?

Planview Portfolios 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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is Microsoft Project?

Microsoft Project is a project management software. It provides core PM functionality, including agile workflow support and resource management. Project can be deployed in the cloud or on-premise.

What is Wrike?

Wrike is a project management and collaboration software. This solution connects tasks, discussions, and emails to the user’s project plan. Wrike is optimized for agile workflows and aims to help resolve data silos, poor visibility into work status, and missed deadlines and project failures.

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Product Details

What is Planview Portfolios?

Planview Portfolios is a 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 Portfolios Features

  • Supported: Resource Management
  • 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

Planview Portfolios Screenshots

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

Planview Portfolios Video

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

Planview Portfolios Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesNorth America, South America, Europe, Asia, Australia
Supported LanguagesEnglish, French, German, Spanish, Chinese, Japanese

Frequently Asked Questions

Planview Portfolios 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.

Microsoft Project, Smartsheet, and monday.com are common alternatives for Planview Portfolios.

Reviewers rate Support Rating highest, with a score of 9.1.

The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(144)

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Marco De Angelis | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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 in project management. Planning tasks, resources, and report timesheets are easy. The system has different planning features and a stable progress engine. Customization is not very in-depth but the system is absolutely stable.
  • Project Planning
  • Resource allocation
  • Resource Timesheet
  • It improves project portfolio control, resource optimization and project planning.
  • Help PM and team members to schedule their activities and increase internal culture.
Compared with other systems, Planview is much easier to use. It has the right balance between functionalities and configuration. It offers a good value against the cost. It offers also a cloud service that help companies to start with the right effort.
65
The people using Planview in our department work in IT Department, Real Estate and Finance department. The most used features are portfolio management and project planning. Some of them enter timesheets against project tasks.
1
Admin and support activities are in charge of a single person. In case of requests for new functionalities we request support to externa consultants
  • IT Project Portfolio
  • Real Estate projects
  • Internal Audit
  • Align departments on portfolio progress
  • Enterprise architecture
  • Outcome management
  • Agile with Projectplace integration
We are using Planview Portfolio permanently and we are going to investigate additional systems from Planview
No
  • Cloud Solutions
  • Ease of Use
I will involve more departments to evaluate different use-cases and requirements
  • Third-party professional services
Planview consultants supported us during initial set-up
Change management was a minor issue with the implementation
Change management was a minor issue with the implementation, but it's a mandatory phase to reach the best results
  • Collect required information
It was a straight full process without relevant issue
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.
Not Available
Yes
Bugs were always solved even if, sometimes, I have to wait for a system update.
No
The overall system usability is good. System functionalities are quite simple and lack of complexity is a plus for user experience
  • Project Planning
  • Timesheet
  • Reporting and analysis
  • Workflow
Yes, but I don't use it
Carol Higgins | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Planview is an excellent tool for managing project plans and resources (resource capacity). We are able to clearly see what stage work is at, forecast remaining effort and manage work with the view into resource capacity and availablity
  • ARP is an excellent platform for reporting. We are able to pull valuable project and resource data and view it many different ways (by division, by PL, by project sponsor/owner, etc. ) Reports can be scheduled and sent via email to customers, create custom dashboards that are role specific and with Work Builder custom reports are easy to develop
  • Planview Enterprise is flexible and intuitive for the end user and the use of work and resource grants and the different license types helps control access to project data and who has the ability to view specific work/resources and edit/make updates.
  • Planview has developed a culture of customer service and consults customers in regard to enhancements as new versions are being developed. Inner Circles are comprised of a broad array of customers who meet and discuss proposed changes to the tool and provide insight and feedback as to what is working well or not as well as making suggestions to improve the user experience. Not only is Planview listening to their customer but much of this feedback is implemented.
  • Planview Customer Care provides excellent customer support and are responsive to reported incidents in a very timely manner. The support staff is very knowledgeable and the escalation process if needed is very easy.
  • Planview CRM's are a great resource to customers and provide a layer of support and assistance when trying to determine which path to take when an issue occure or even following up and making calls to get an outstanding issue resolved more quickly. They also work to ensure that the tool is working for their customer and that they have what they need to use the tool to the fullest.
  • Planview has worked to improve performance over the years and keep current with technology. With this said, performance is always what a customer wants and continued improvements in that area is always welcome
The tool is well suited for a dynamic IT and/or business environment that wants to plan and manage work, resources, capacity and financials as well as track trends and forecast future capacity. It provides flexibility, different views into large amounts data and provides great reporting options for executives and other layers of management. It works for a variety of business industries and can be customized and integrated with 3rd party tools/applications.
  • With Planview we have been able to have a better view into resource capacity by resource type and role and do strategic planning as to how much work can be accomplished in a given period. It has allowed us to identify resource capacity and work trends for more effective planning. Because of this we have actually been able to increase our output while maintaining and delivering high quality projects/deliverables
As previously stated Planview provided the enterprise view needed into work and resources as well as allowed for better reporting. Users could perform work based on their license type that could be configured by role. It held historical data that could be leveraged later as needed, is web based, so there was no individual client installation needed and the support offered by Planview made it easy to maintain and/or upgrade the tool as needed. It also was easy for our endusers to learn and use.
160
IT and Finance
2
Planview is owned by the PMO and supported by an infrastructure resource and a member of the PMO, project Administrator. Both have attended extensive administrative training by Planview and are responsible for the daily maintenance of the tool as well as upgrades, migrations and training. The skill sets of the resources include but are not limited to SQL, OS platform and server administration, Business Objects, report writing
  • Project Management
  • Resource management
  • Reporting
  • strategic planning
  • project requests
  • project pipelines
  • document storage
We have been a Planview customer since 1999 and have seen it grow and mature as a tool. We have looked at other tools and have found that PV continues to meet our needs and is easy for our resources to use. They work to stay up on the project management industry and the direction it is going, keep on on current technology so that we can work more effectively, provide excellent customer support and have great pricing for what they offer. We can purchase only the modules we need versus buying a tool where we would only use a portion of the functionality.
Yes
Planview replaced Microsoft Project management as it offered the time reporting feature, resource management capabilities, additional flexibility in work and resource management and the ability to manage financial data. The reporting capabilities was also an important need that we had. There are some out of the box standard report and the integration of Business Objects into the tool allowed for the creation of custom reports
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
  • Positive Sales Experience with the Vendor
  • Third-party Reviews
Performance and functionality/capabilities were very important. We were looking for a singular tool for project and resource management and reporting so our users do not have to go to multiply locations and applications to do their work. this helped increase adherence to our PMM processes and procedures which were developed in increase output while maintaining a high level of quality.
We have a proven an tried RFI process. We have developed a standardized list of question for both the vendor and references that span all areas, infrastructure, functions, capabilities, usability, performance, etc. We also include resources from various roles to ensure insight is obtained from all areas impacted by the decision. We would not change how we chose this product.
  • Vendor implemented
Yes
We first Scope the project to see if the version and its changes meet our need. We then implement the version into our development environment for design, construction and QA/UA testing. Then we implement o our production environment for final configuration, training and rollout to our users.
Change management was minimal
  • technical issues due to inexperience with new technology (ie Sharepoint)
  • technical issues due to changes in user licenses and not being informed that we needed to update those
Always have a pre-implementation meeting or conference call with Planview to ensure all are on the same page, disclosure of all and any customization (including reports) and plan for support after implementation of a specified amount of time with the assigned implementation resource. And document everything
Yes
We wanted the additional extended support and dedicated customer care resource who would be familiar with our company and tool configuration
Customercare has made many improvements over the years and I am impressed with the level of service, responsiveness and knowledge of the support staff.
Yes
Yes, we have reported a few bugs and my experience was positive. I had a deadline to meet and PV developers resolved the bug and sent me a controlled hotfix to resolve it so I could meet my deadline.
I had a singular report that when we migrated would not display correctly when published to a dashboard. The assigned support resource worked with me tirelessly to resolve the issue including be flexible to my schedule, involving development and making sure that I was kept int he loop to all action that was being taken and following up afterward to make sure all was still working as expected. All of this with a sincere attitude, friendly demeanor, empathy for my frustration and professionalism throughout.
We are long time Planview users and its availability is only limited to our internal SLAs for nightly backups. I have never experienced any unexpected or prolonged software downtime from Planview itself.
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