My User Experience with Planview Portfolios
It is one of the most important tools for the planning and implementation of any project in the organization. In a multispeciality …
Planview PortfoliosFormerly 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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Hopital Manager
Kokilaben Dhirubhai Ambani Medical Research and Hopital (Hospital & Health Care, 1001-5000 employees)
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.
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- No setup fee
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- Premium Consulting/Integration Services
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Product Details
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- Integrations
- Competitors
- Tech Details
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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
Planview Portfolios Video
Planview unveils Planview Enterprise One, launching a new era of Work and Resource Management
Planview Portfolios Integrations
Planview Portfolios Competitors
Planview Portfolios Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Mac |
| Mobile Application | No |
| Supported Countries | North America, South America, Europe, Asia, Australia |
| Supported Languages | English, French, German, Spanish, Chinese, Japanese |
Planview Portfolios Downloadables
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.
Reviewers rate Support Rating highest, with a score of 9.1.
The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
Comparisons
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Reviews and Ratings
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Reviews
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November 17, 2023
My User Experience with Planview Portfolios
Score 9 out of 10
Vetted Review
Verified User
- Planning and tracking projects.
- Effective financial management
- Portfolio Optimization
- Mobile Accessibility
- Advanced Analysis
- Automation Breakdown
September 22, 2023
Strategic Planning - Meet your goals!
Score 9 out of 10
Vetted Review
Verified User
- Metrics and Reporting
- Resource Capacity
- Strategic Alignment
- Automation in the workflows
September 15, 2023
Planview Review
- Ability to create custom attributes and configurations for your business
- Ability to capture resource capacity
- Linking projects to resources
- Creating custom lifecycle flow to support governance
- Schedule visualization could be improved
- Navigation not intuitive for occasional users
September 14, 2023
Planview Portfolios in depth
- Audits
- being able to track project utilization easily
- knowledge articles
- sometimes the lagging in Planview Portfolios
- clearing out the utilization when deactivating an account. In my opinion, it is hard to go to the next section when zeroing out the utilization
- an easier navigation to get to different sections.
September 14, 2023
Planview Portfolios: Excellent product that stands out from the pack
- Highly configurable system
- Robust Portfolio Views capability
- Adaptable solutioning to changing business conditions and needs
- Stronger, more robust tool for T-SQL Dataset Management
- Workplan functionality & integration that is more intuitive and efficient to use for PMs
- More robust Work Management Hierarchy that enables Parent-Child relationships
September 14, 2023
Planview Portfolio for IT Program Management
- Structures Portfolios, Programs, and Projects
- Built-in and integrated reporting
- Resource capacity management
- Workflows and navigation. The UI can be counterintuitive
- Project level scheduling and WBS integration across products (Portfolios to ProjectPlace)
- Views
September 14, 2023
Outrageous Fan of PV
- Agile Costing - automated timesheet
- Reports and Analytics at the strategy level
- Assigning Resources to the work items
- Reporting and Analytic at the resource level
- Capturing history - after progressing runs it wipes out who did what hard to know to to have conversations with
- Slowness - switching screen the load takes an eternity
- Customer Success Center do not produce answers to match my question.
September 14, 2023
New to Portfolios but not Planview!
- In take
- PM status reporting
- Organization of portfolio work - list
- Reporting
- Project Schedules
- Resource allocation view
September 14, 2023
Planview Portfolios
- Simplicity
- Time management
- Customization
- Report criteria doesn't always save after hitting the save button
- Easy report creation for new users
September 14, 2023
Governance and Financial Management Insight Achieved
- Resource utilization
- Labor Billing
- Governance
- Word wrap in column headings
- Strategies and user grants required for maintaining level of association
- PowerBI dashboards - need to be able to export/report out
September 14, 2023
Review
- Financial breakdown
- attribute collection on projects
- Strategic alignment
- Planning and prioritization
- BOT automation on updating of attributes
- Interface
- Data management
- Reporting
- Customizability
- Outdated user interface
- Learning curve
- Overly complex for small use cases
September 14, 2023
Portfolios visibility and flexibility
- types (fields) of data available for each effort
- easy to use
- portfolio views that allow you to modify data
- customization of fields for the way data is entered
September 14, 2023
JK's review
- Project Management with proper Reserve or Allocation
- Financial Management with different versions
- Different kinds of reporting and the option to develop the customized reports
- this is the area I can see Planview Portfolios is very much lagging behind. If you see Atlassian, they are having a robust API information and using that we can securely access the necessary information based on the role. I think a similar kind of approach need to done in Planview Portfolios as well.
- User Information and Resource information is separate. Expecting that, during the User creation, when a resource is linked, automatically all the basic fields should be populated with the values, also if a person is having an User account there is no way for that person to know that what User role that he/she is having. Also none of the reports covering that details.
- Automation - It's mentioned using the UiPath some of the Automation has been done in the User creation but don't find any necessary document for better understanding.
September 14, 2023
Deliver on Strategic Goals
- Project Management
- Capacity Planning
- Reporting
- Customer have complain regarding not knowing where to go to complete there work
- Modernize the UI
- Accessibility to customer data
September 14, 2023
Analyze This!
- Time Keeping
- Resource Mgt
- Work Mgt
- Performance
- Customer Care
- Faster Enhancement turn arounds
September 14, 2023
Planview Portfolios
- manage work
- manage resources
- backend architecture is complicated
September 14, 2023
Planview Portfolios CTM review
- Organized applications around key capabilities
- Better data visualizations
September 14, 2023
Planview Portfolios
- System has many ways to accomplish the same tasks
- Visibility to the information is available to all
- There should be an easier way to find specific Epics instead of setting up a Portfolio or using the Search button. You should be able to search within the Work module
- There has been a delay in producing a new feature that will allow users to set the standard nomination utilization at 1%. Right now, it is 100% (or whatever is left) and it causes us all kinds of issues because people forget to change it.
- The system requires too many clicks to get to a specific answer. For example, if a Resource can't nominate to an Epic, there are around 10-15 clicks to open the Epic, find the line that they are trying to nominate to and checking to see if there is open demand.
September 14, 2023
Make it happen - get Planview TODAY
- extremely flexible with reporting and dashboards
- robust business case and financial data
- user interface was getting a bit stale - we are looking forward to implementing recent enhancements
September 14, 2023
Newbie review
- Correlating initiatives
- Normalizing data between different processes
- FastTrack reporting
- The system is so configurable that it's a blessing and a curse
- Schedules and screens are well suited for waterfall but not as turnkey for agile
- Integration of customized attributes for the strategic leaf level
September 14, 2023
Planview Portfolios for Governance
- manage approvals through lifecycles, custom screens, and scripted dialogs
- allow access to data to only certain roles
- We've not really started using this, but I love how it will connect with ProjectPlace and AgilePlace
- size of field names and alt structure values needs to be larger
- Need to be able to add custom information to the USER records
- customer success center tends to be only links. I understand the problem with recreated text, but it does get distracting when I have to click on several links to get to the information that I need. Often, before I get to what I'm trying to find, I get distracted by other links.
September 14, 2023
Great tool!
- Concise layout
- Fast loading
- More concise labeling
September 14, 2023
Project planning in a neat not so little package
- Financial planning
- Resource Management
- Time Tracking
- Cost Tracking
- Reporting module needs to be more flexible as it is not easy to switch between data representations easily.
September 14, 2023
I'm excited for the future!
- Project Status Reporting
- High Level Project Overview
- Ability to generate excel spreadsheets.
- Latency
- Using Successors and Predecessors