Planview Portfolios

Formerly Planview Enterprise One

We use Planview Portfolios to manager our capital, cost reduction and performance excellence projects.

Serve as strategic partner with customer agencies, Utilizing Planview Portfolio for IT investment management •IT projects and procurements •IT governance and compliance •Agency communications and •Compliance. Provide support and guidance for the development and entry of customer agencies IT strategic plans, enter/submit Business Requirements for new and existing technology. Creating portfolios.

We use Planview Portfolios for all of the corporate funded programs and projects and to certain extent divisionally funded projects. Planview Portfolios is used starting from Planning (identifying potential opportunities), program and project management, capacity and demand management and reporting. We use SSRS for reporting. We have integrated with other IT systems within the organization for a complete solution for our Executive Team and User community.

The IT and business community uses PlanBlue powered by Plan View as our Project Management tool for our end-to-end process. It assists with the various steps in the delivery process as well as tracking/monitoring.

We are currently using Planview PPM for project and resource management of IT Projects. We are able to integrate to ServiceNow and are planning to integrate to Workday,Coupa and Concour.

We use Portfolios to track financials (forecast and actuals) on all our of Strategic Investments (over $100 million in annual spend), capacity and resource management, as well as the CTM/Enterprise Architecture product.

Product is very efficient and can be treated as one stop solution for Project Management, I like Functionality to manage portfolios / projects and the abilities to customize lifecycle workflows with a simple or complex approval process. Ease of reporting across all functionality using standard reports or create your own with power BI.

I have also used Agile place , Project Place User interface is doing great job, i am excited about HUB where we can integrate all application that will be milestone in Planview.

Project prioritization and decision making
Resource and team utilization
Business bill back for IT Labor
Project and resource reporting - PowerBI and FastTrack

I currently use Planview Portfolios in a system administrator capacity. I help our users understand Planview capabilities that can help solve their project/program management needs. At the moment our users are looking for solutions to give leadership an idea of what efforts are occurring and who is managing them. In the near future that will expand to the resources delivery that work for those efforts and the costs associated to deliver. The product has already solved for getting project data into the tool and who is managing those projects. It has also helped align those efforts to company/leadership strategies. With a very large organization with anywhere from 700+ projects going at one time, reporting is a key deliverable our teams are looking to Planview for once data enters into the tool. We are currently up and running with reporting options but do feel they could be expanded.

We use it primarily for capacity and roadmap planning. It provides us a lot of great views and reports to identify possible bottlenecks for projects and look at ways we can address the issue. It allows for ease of scheduling, reporting and managing of project financials once the project kicks off and away to manage the pipeline of what is to become a project.

It is used as our PMO system of choice. We have also implemented time reporting and resource management. Allows me to see the capacity of our resource base of over 1300.

Planview Portfolios is used to track development efforts of new products during their entire lifecycle and to centralize all the steps and requirements for easy access of the team members who execute the process while also providing good data to monitor process health. The main positive use is to provide our team members a unified experience instead of jumping thru multiple tools and access requests.

We are currently using Planview Portfolios for project management, capacity and demand planning, intake and financial reporting.

Planview Portfolios allowed us to see all of our work across a truly global, large, complex IT organization for the first time. The value it has created has been enormous so much so that we have other functions within the organization desperate to join the IT teams in using its capabilities! It's resulted in my team being very busy!

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.

Planview has the perfect project management tool to manage the entire project life cycle from a centralized source. This ensures controlling, tracking and delivering projects on time, within agreed budget and with healthy margins.

Planview Portfolio is software for project and portfolio management. It helps me optimize my project portfolio in my organization by prioritizing projects, allocating resources, and tracking progress. It is highly customizable software that enables users to create their own custom fields, workflows, and reports. This tool is very useful for our company.

The problems that this platform helped me to improve was by organizing all our projects by organizing them in a portfolio, it allows us to visualize the status of each project we are working on and makes it easier for us to make decisions, it has also made it easier for me to assign which staff would correspond to which project, has increased our productivity and has also helped us improve internal collaboration among our staff; You can say that it can be used by companies that need to improve their internal management and improve their organization.

I use Planview to estimate workload and perform long term analysis when an effort might require new people. We also use this tool for budgeting allocations which is very helpful

we use Planview Enterprise One as our project management tool within the PMO team for managing & tracking projects, resource and capacity planning & annual planning

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.

Currently the IT department is using it to manage projects and time tracking. It replaced Microsoft Project.

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.

Planview Enterprise One is used across our Enterprise to capture insights into RBC's total investment in its initiative portfolio, helping us manage both investment and execution risk while also ensuring optimal value realization.

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.