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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

(1-4 of 4)
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
Score 3 out of 10
Vetted Review
Verified User
we use Planview Enterprise One as our project management tool within the PMO team for managing & tracking projects, resource and capacity planning & annual planning
I feel the system is extremely non user friendly, clucky UI/UX, illogical logic or does not provide basic logic/functionality expected for project management as well as extremely admin heavy and difficult to learn
  • Project managing & tracking
  • Budget tracking
  • Capacity vs Demand Planning
  • Annual Planning
  • In my opinion it is very time consuming and has added a lot of additional work for PM's
  • Like the capacity vs. demand report - however wish we could drill down to the project task level assignments and demands from this report as well, instead of having to pull different reports and try to match up
  • From my experience, financials and effort actuals are never correct at any given time
Planview Clarizen, Microsoft Project, Atlassian JIRA Align (formerly AgileCraft)
I feel it is very difficult to use, and very limiting and of over complicated in it's basic project management basic functions. In my opinion it is over engineered to the point of un-useful.
  • none
  • Project Schedule
  • Resource assignment of effort and tracking of effort
  • Financials
  • reports
Melissa Pershing, PMP | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Planview was used by the IT organization to visualize resource demands, project performance, and portfolio metrics. It was also used for time tracking and cost management.
  • Resource planning. This is by far the most flexible system for resource management that I have seen in the marketplace.
  • Planview Enterprise is more than just a portfolio tool for projects. You can manage practically your entire IT organization from ticketing through application lifecycles and assets in one tool.
  • Planview offers a variety of reporting options in different formats.
  • The system is easy to administer.
  • Planview 10.4 didn't have shortcuts to the advanced project management functions through the User Interface. However, this was greatly improved in the current version.
  • While reporting options vary, they are also very disjointed and lack cohesion of presentation.
  • The wide feature set could appear daunting to implement.
  • Request feature could be vastly improved.
Planview should not be selected if it will be one of many IT applications used to complete work in the organization. It should be used "all up" and eliminate other ancillary systems in the IT landscape, else some users may feel it is a system of oppression versus a system of enablement and productivity.
  • Transparency and into the work and performance of the entire IT organization.
  • Visibility of support costs that go into keeping the lights on and also the impact to resource demand.
  • Control of internal processes.
Was not involved in the selection process. It was a part of the organization when I joined.
Yes
It was crucial to have during implementation, upgrades, and integrations.
The team was always responsive and looking out for my organization's best interest.
Yes
Yes, it was noted in upcoming releases.
Planview went above and beyond in their support of our internally developed integration into a 3rd party tool.
  • Building a work breakdown structure
  • Resourcing a project
  • Viewing portfolio information
  • Custom reports
  • Viewing the critical path
  • Bulk editing
No
The previous version didn't have as many rich features available on the web (right clicks, sub-menus, etc.) that would have sped up productivity on many screens.
January 15, 2014

Planview meets KPIs

Matt Hayes | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Planview is being used across the organization, and is used primarily for financial accountability on projects.
  • Resource planning
  • Consolidates all project related data into a single tool
  • Workflows for project introduction and analysis
  • Ad hoc reporting could be more efficient and easier to use. Later versions of Planview have addressed these concerns.
Planviews focus on project management and resource management is exceptional! It is cland complete as that is ear they have looked to customer feedback to make the product meet the objectives of complex Program Offices. It's flexibility in configuration allows for easy adaptation to the unique business needs that it needs to accommodate.
  • Faster response to project financials
  • Faster project initiation
  • Improved Managment visibility
One company that is whole focused on delivering the best in project portfolio management software.
1400
Every business function in the corporation uses Planview.
2
Benefits received met our key performance indicators, and continue to meet objectives.
  • Implemented in-house
Yes
Change management was a big part of the implementation and was well-handled
Take advantage of the configurable nature of the product to show the value of the tool as soon as possible in the deployment.
No
Regular support is sufficient
They consistently meet customer needs.
Yes
Yes it was resolved, took a little bit longer then expected.
  • Timesheets
  • Resource management
  • Ad hoc Report writing
Yes, but I don't use it
Some functionality in the version we are using could be enhanced. In classic Planview style, they have taken customer feedback and applied them to later versions of their product.
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