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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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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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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.

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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

(1-6 of 6)
Companies can't remove reviews or game the system. Here's why
Meena B | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
The organization that I was working was a back office IT and we had many co-ops that funded the same project. To make sure that the numbers specially on the $ amount matched we could enter the amount that we used from our bucket and enter the amount that was received from a particular op-co.
When the leadership wanted to look at these numbers (since most of them are concerned with the $ amount)I could open the budged space and show then each level of expense
1) Amount funded by the Op-Co company (that I usually entered as a negative value after I entered the positive value so that they could nullify each other and did not show up as an over spend on our budget)
2) I could extract a report very easily and send it out with a summary, I did not even have to type in the summary everything came out as an automated report.
Brian Tharp, PMP | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Planview Enterprise One is not a collaboration tool. Period. While it does have a content leading./sharing capability, there is no collaborative, social aspect to the service whatsoever. Nor should it. It does avail the data necessary to view projects and resources across the enterprise, but that's the extent of it. Cross or inter-department collaboration is best left to purpose-built offerings like Projectplace, Jira, etc.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The product does this quite well. As we are a global organization with many shared service departments, it has enabled each of the shared service units to synchronize efforts on a project basis as well as an operational level. We are able to see in graphic detail how many operational efforts are involved with many of our projects across all functional areas.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Collaboration has been a hot topic. We conducted a poll and, to our surprise, many people had different definitions of what collaboration meant and what they needed it for. It's not a one size fits all. For example, some teams, such as Marketing. want a whiteboard collaboration. There can be multiple contributors that "mark up" the whiteboard. Then through the process of elimination, key items or "sticky notes" are retained and noted for further use. Teams such as Meetings & Events wants the ability to upload diagrams of convention rooms. They can mock-up and rearrange the floor plan layout. Other teams want collaboration through the use of revising legal documents and the recording of the initials/name of whoever updated last.
It's an interesting conversation once you realize the word collaboration does not mean the same thing to everyone.
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