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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

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Apeksha Jain | TrustRadius Reviewer
Apeksha Jain
Hopital Manager
Kokilaben Dhirubhai Ambani Medical Research and Hopital (Hospital & Health Care, 1001-5000 employees)
Verified User
Analyst in Information Technology
Information Technology & Services Company, 5001-10,000 employees
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Pricing

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Planview Portfolios

Planview Portfolios

N/A
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.

Entry-level set up fee?

  • No setup fee

Offerings

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

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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 Integrations

Planview Portfolios Competitors

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

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.

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

(26-50 of 93)
Companies can't remove reviews or game the system. Here's why
September 14, 2023

Planview Portfolios for successful Project and Portfolio Management

RB
Raghavender Benkal
PM Systems Analyst
Horizon BCBS of NJ (Insurance, 1001-5000 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
If you are planning to do a robust project, program and portfolio management with integrations with other critical tools within the organization, Planview products are best suited for this kind of work. Additionally, Planview Product Teams working with the customers like us to implement and improve features requested by users quickly and efficiently makes Planview as the recommended application.
September 13, 2023

1 Year With Application

SK
saurabh kumar
PMO
AXA XL (Information Technology & Services, 1001-5000 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Best Suited for Reporting and managing finances. Well i don't have specific scenario to explain same but job is getting done

Less appropriate when new and younger staff is using tool they are completely blank about this technology, i suggest simple learning videos from that pont of view
September 13, 2023

Projects, People & Planning with Planview Portfolios

Verified User
Analyst in Information Technology
Information Technology & Services Company, 1001-5000 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview Portfolios is a great tool for resource management and project planning. User adoption is our biggest challenge. Data is different in various reporting depending on which screen a user is on. We put a lot of effort into training and re-training and that helps. Time reporting is also easy. As long as assignments are done properly, resources can log their time weekly with ease.
Reporting capabilities - with an inhouse report developer we still have to reply on the expense to Plainview for a report developer because of access to the report server and data. This slows down delivery of report initiatives and can get costly.
September 13, 2023

Good tool with lots of potential

MF
Maya Flowers
Technical Advisor
Dell Technologies (Computer & Network Security, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Portfolios is best suited for situations where you have a detailed project methodology process, resource management guidelines in place and financial partners who are engaged in the process. It is a tool that requires collaboration from many areas to be able to deliver accurate reporting to help drive project/program decisions for a division or company.

It is less suited for organizations that are in the beginning stages or developing a project methodology process. There are many capabilities but without process driven goals and outcomes, the options may be overwhelming and used individually instead of together as they were intended. It is also, less suited for very high drive reporting environments who are looking for expansive reports with large amounts of data at one time. It can be done but not without some constraints and bumps along the way.
September 13, 2023

Great tool

Verified User
Manager in Information Technology
Retail Company, 10,001+ employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview has allowed us to work with teams, stakeholders and project managers to identify where issues may lie with staffing and what potential trade-offs may be required. It allows Resource Managers to manage and schedule their resources with ease. Resources are also able to review their schedule to see what the expectations and schedule are upcoming.
September 13, 2023

Planview portfolios is worth reviewing and considering

Verified User
Program Manager in Information Technology
Arts & Crafts Company, 5001-10,000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Well suited= for complex processes, involving many users where a process is robust and somehow stable. Also, when there is availability to have dedicated tool support.
Less appropriate= for smaller use cases (less than 200ppl) or where a process is still not mature and changing a lot. Also, for very fast / immediate needs might not be suited since it takes time to learn about the tool capabilities.
September 13, 2023

Planview Portfolios - Customizations

Verified User
Employee in Information Technology
Information Technology & Services Company, 10,001+ employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Nationwide has customized several reports so that we can see things essential to us for capacity and demand planning. There were also a lot of customizations that had to be done around approvals of resources so that we were able to distinguish what was approved by the teams vs requested by someone for the teams to do work. With the defaulting of TimeNow, we are unable to look at capacity for the entire month, since the block of time is 30 days and not the actual calendar month.
September 12, 2023

Planview Portfolios - great for large organizations with existing Project Management expertise.

Verified User
Manager in Information Technology
Biotechnology Company, 10,001+ employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Portfolios are suited to large organizations with existing Project Management practices and processes already in place. PMOs or a similar structure are really essential to help manage and support this system. Do not try to create processes by implementing a tool, get the processes first, and then get the tool to work for those processes.
May 30, 2023

Planview is a reliable, complete, and easy to use PPM

Marco De Angelis | TrustRadius Reviewer
Marco De Angelis
Project and Portfolio Manager Officer
Angelini (Pharmaceuticals, 5001-10,000 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
April 11, 2023

Planview Review

Verified User
Administrator in Research & Development
Automotive Company, 1001-5000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
It fits perfectly with Increased efficiency and productivity, it has performance reports in real time, it also helps the Automation and digitization of our processes. Good integration with the financial area.Good Capacity Planning, Purchasing and Billing
March 31, 2023

Planview Can Help You Streamline Your Portfolio Management

Verified User
Employee in Marketing
Market Research Company, 201-500 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview is a one-of-a-kind tool that provides everything a work team needs to organize their activities. I use it for project planning, collaborating with a team, and customizing reports. Planview is the best tool for organizations to do multiple works.
March 07, 2023

One of the best project management platform.

Verified User
Analyst in Other
Logistics & Supply Chain Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
If you want to organize your projects by priority and progress, this platform is for you, it helps you to visualize directly what you still need to finish and how to improve, and it helps to improve the relationship between collaborators and to work as a team, It could improve in the sense of giving more dynamism and ease of use to its platform, it is not easy to use for everyone.
April 18, 2022

Planview Enterprise One - This system can take years to learn and configure

Verified User
Project Manager in Product Management
Financial Services Company, 5001-10,000 employees
Score 3 out of 10
Vetted Review
Verified User
Likelihood to Recommend
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
October 04, 2021

An EA's best friend

Dustin Thomas | TrustRadius Reviewer
Dustin Thomas
Senior Analyst, End to End Enterprise Architecture - Corporate Functions
Stryker (Medical Device, 10,001+ employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Probably the best tool for both PPM and APM capabilities on the market today. Well suited for companies who are ready and able to commit. This means total buy-in from the entire organization. Companies must also be strategically minded and flexible with process / organizational change management. Not well suited for organizations who are inflexible or who only think tactically. These organizations might perform very well from an operational vantage, but will struggle with Enterprise One.
September 30, 2021

Planview makes us Plan-True, a PPM solution that towers among the greats

Joe Lamden, (MBCS) | TrustRadius Reviewer
Joe Lamden, (MBCS)
Senior EP3O Analyst // Planview Enterprise One SME // Power BI Developer
Allianz (Insurance, 10,001+ employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
We have been struggling to communicate with our delivery partners about the lack of quality when it comes to project-level information and data, when implementing an Ad-Hoc tabular model and getting a real handle of our data in Planview, our governance team was now armed with the ammunition they needed in order to face the issue head-on. using high quality dashboards and information provided by the project managers from Planview, the metrics spoke for themselves, and exposed senior stakeholders to the reality of alot of the unasked and unanswered questions across the organization, "Are these projects really Green?" "Why are these projects proceeding at Risk?" - and the conversations truly began, putting pressure on our delivery team to step it up a gear in respects to data quality, giving out governance organization the support they needed to enforce high quality policies onto our delivery organization.
June 24, 2021

Planview Enterprise One Enables Management of Investment Risk

PG
Peter Goulos
Director, Portfolio Analytics
RBC (Banking, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Excellent tool for tracking projects that follow traditional methodologies have a defined beginning and end. Some challenges exist in leveraging the tool for Agile/persistent teams where multiple projects are being delivered on very short time cycles that don't align with how funding is approved.
February 25, 2020

Allows flexibility and visibility to key project needs

Pamela Rayborn | TrustRadius Reviewer
Pamela Rayborn
Planview System Analyst
NASCO (Information Technology and Services, 501-1000 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
With the various options Planview offers it truly is a product that could meet a wide range of needs either across different companies or across different business units within one company. If you need to do only project management, not a problem. Start with PMing and slowly introduce other aspects like Resource Management as the company can absorb it.
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