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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Unavailable
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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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).
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Reviews
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September 22, 2023
Strategic Planning - Meet your goals!
Score 9 out of 10
Vetted Review
Verified User
We use Planview Portfolios to manage all of our IT projects. We leverage metrics to forecast capacity and needs and also how we are prioritizing these projects. Before using Planview Portfolios we managed our portfolios on several different platforms to cover all of our needs. Planview Portfolios is a one stop shop for managing resource, projects, financial aspect and tasks. We are incredibly pleased with how it has worked for us.
- Metrics and Reporting
- Resource Capacity
- Strategic Alignment
- Automation in the workflows
- Strategic planning
- Resource Management
- Prioritizing
- Intake
- Customizability
Planview Portfolios has an easier interface for users and executives. Ease of use was key for us.
We have an array of users globally using Planview Portfolios from IT to business to finance. It fits all our needs and is easily accessible to all our users.
3
The best part about Planview Portfoliosis ease of customizing and managing. We have had great success within the tool and end user usage. Planview Portfolios has been responsive to our needs and walked us through many different options. Our support team is pleased with the admin console and built in hierarchy.
- Ease of Use
- Administration
- Workflow
- Customization
- Dashboard
- Customization of workflows
- Strategic Planning
- Financial impact
At this time we did not purchase Premium Support as we wanted to get a feeling for what we would need. We do see value as we are growing the tool to possibly purchase premium support to help with the many customizations we would like to see put in place for our organization. But for OOB used we didn't see a need for premium support.
No
Working with the support team on an email notification issue. We had exhausted our resources as to why one particular user was not receiving notifications. On our end everything looked fine - we engaged support as we were out of ideas and within minutes they had looked at our issue, walked through the workflow, identified the issue and resolved it for us.
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
- 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
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
Not Available
Yes
Bugs were always solved even if, sometimes, I have to wait for a system update.
No
- Project Planning
- Timesheet
- Reporting and analysis
- Workflow
Yes, but I don't use it
Score 9 out of 10
Vetted Review
Verified User
Planview Enterprise (PVE) is currently being used across our entire organization. Every resource, associate and contractor, is required to record their daily effort into the PVE timesheet. The only exception is for Executive level resources. Both project (billable and non-billable) work and non-project work are tracked to provide utilization data, as well as the raw data that feeds the Billing process and verification of vendor invoices. Although all work/projects live in PVE, we are not currently requiring traditional Project Management practices to be performed in PVE by our PMs, however some do. Currently, our projects funded by the Development Budget are tracked with more rigor and also require the PM to provide accurate forecasting data in the Financial Planning area of PVE. Resource Management practices of tracking and balancing role-based demand with supply is just emerging into our use of PVE. Efforts continue to implement enterprise-wide practices in this area to allow better management oversight with less manual tracking in outside data sources.
- 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.
- Prior to tracking all work and all resource effort within Planview Enterprise (PVE), the burden on our Finance department to provide accurate billing to our customers in our Shared Services business model was a heavy burden. With nearly all necessary data coming directly from PVE, the Financial Analysts have been able to redirect many man hours to other activities that provide value to our leadership.
- By using Web Services to import key data from a legacy system that cannot yet be fully retired into Planview Enterprise, we have been able to eliminate redundant business processes and provide a more complete data source for key business reporting.
- In 2017, we will be implementing a new design to our Rating configuration that will eliminate the need for external manual processes to accurately calculate cost across our diverse resource pool of Associate, Contractor, Onshore and Offshore.
Yes
Yes
Yes; whenever a bug is found, especially in an area of newly delivered functionality, the issue is verified and a fix developed and delivered in a matter of weeks.
During our most recent system upgrade to version 12.4, we experienced 2 issues that had to be resolved before we could allow users back into the environment. Planview gathered additional resources for a total of 5 of their top people to help resolve these issues. They happily converted our communication from support ticket entries to a live call and a WebEx to ensure that we were all working together to resolve the issues. In the end, our outage window was only extended 1 hour beyond the original plan in order to resolve both issues and complete the upgrade.
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
- 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
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
Yes
We wanted the additional extended support and dedicated customer care resource who would be familiar with our company and tool configuration
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.
March 07, 2015
Solve your resource issues with Planview
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.
- 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.
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