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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

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
Brian Tharp, PMP | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Planview Enterprise One is being used for project, portfolio and resource management for IT. The users are strictly within IT, but resources managed within include all of IT plus the business resources that participate in and contribute to projects. It serves as our primary system of record for all IT project work and primarily addresses the historical problem of the organization taking on too much work without taking into account the resources required to do the work. By availing capacity and utilization data captured in PVE, the organization is better informed, makes smarter decisions and focuses on the most critical strategic projects and outcomes.
  • Out of the box analytics. Canned, but modestly configurable reports that provide quick insights to project and resource performance.
  • Flexible configuration enables resource management at a macro or micro level.
  • Modeling (what-if). I can create projects, load with resources and quickly stack it against our existing portfolios to identify conflicts and optimize scheduling.
  • Steep learning curve. PVE1 is far from intuitive. Training and consistent usage is key to adoption and good data.
  • Scope. PVE1 is infinitely configurable and scalable, and users commonly get lost in the navigation and myriad nuances of WRM.
  • The WRM (work breakdown structure/Gannt) is effective, but is overwrought with varied column sets, wonky drag-n-drop, is saddled with a progression engine that does more harm than good and behaves like another app entirely. I would say this above all else requires work to make it more intuitive, to work more like MS Project, and feel more integrated to the application itself.
PVE1 is ideally suited for a mature enterprise. One with a need to map strategies to outcomes, one with top-down support and direction that will ensure its data integrity and value on a persistent basis. It is not suited for project execution or collaboration. It is best served as the system of record for project intake, resource management, and performance reporting.
  • It has improved Resource Management. We now consistently represent resource available-to-promise against operational commitments, other projects, q-end commitments, vacations, etc.
  • It has improved our quality of forecasting. We now model project changes and future requests against available time and resources ("what-if" scenarios).
  • It has improved our strategic focus. We now manage our projects from a program/portfolio point of view to ensure we are resourcing company strategic initiatives.
HP PPM and MS Project Server were past predecessors to PVE1, and both fraught with misconfiguration, lack of top-down support, and neither had effective resource management capabilities. We sort of backed-into PVE1, as we were initially entrenched with Projectplace. As luck would have it, Planview acquired Projectplace, and just happened to be the market leader in PPM when we set out to deploy. The fact that I was able to integrate work plans between the platforms sealed the deal for us.
We leveraged Planview's professional services for configuration and enablement. I cannot imagine taking on a deployment of PVE1 or anything like it without the use of such services. The engagement included a team of three, each specializing in areas of service, and operated from a well-practiced process. This most certainly accelerated our time to value.
We have not implemented the CTM module, but we would like to.
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.
  • We'd very much like to deploy the CTM module and gain the additional insights resulting from that.
  • We'd also like to see PVE's use extended to the entire enterprise (beyond IT), and to further leverage the powerful financial management capabilities of the service.
Score 4 out of 10
Vetted Review
Verified User
Incentivized
Used by the whole organization to manage Portfolio Planning and budgeting, and for approving new projects and following up on past commitments.
  • Very Organized -- It seems to cover all needed aspects of the organizational planning processes.
  • Semi-Customizable -- You can modify workflows and add limited custom attributes to different objects.
  • Experienced -- The people we have interacted with who made the software know it well and can explain it well.
  • Poor UX -- There is a UX learning curve and some very inconsistent interaction while navigating and working in the software.
  • Limited Integration Capabilities -- The PPM portion of the software is only accessible via SOAP web services, which still don't provide access to all aspects of the software.
  • Limited Customization -- The objects cannot be renamed. If your organization has particular naming conventions expect to either change it or translate constantly ie. Planviews __________ is our ___________
If your organization is willing to change processes and adapt to the Planview naming of things and do things their way (which might mean changing to use all of their software packages Timesheets, Project management, etc.), Planview can definitely work for your organization. If you need a highly flexible, enterprise friendly, open to integration system, I'd recommend something else.
  • We are still a little too early on to tell.
Our professional services team was great, although it felt a little like a knowledge dump and run. Without it, we'd still be floundering around the software and documentation trying to figure out how to add custom attributes to things.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are using this product across our entire organization on a global basis. We use it for project planning and timesheets, as well as collaborative work management. This assists us in planning future projects as well as accounting for project time for ongoing project endeavors.
  • Timesheet capture.
  • Resource allocation.
  • Visualizing collaboration patterns.
  • It would be nice if the timesheet mechanism could automatically present users with the company holidays so that they do not have to input this into their individual timesheets.
It well suited to any company, as it has intuitive interfaces when using the various product components. Training is minimal, although there are webcasts for managers that must enter the project information. Since we have only used the product for two years, it is still in its infancy here, and we are still looking at all of the ways it can assist us to perform project planning, budgeting, and project monitoring.
  • For sure it has allowed us to more closely align business and technology components and concerns. Prior, we had no way of doing this well.
  • We have a better handle on the time our employees spend in meetings. We have been able to provide more productive tasks.
I was not involved in the selection of this product so I do not want to provide inaccurate information on this particular concern.
We did not use professional services. We did the entire implementation in-house and have entrusted key individuals with ensuring that we achieve maximum benefits from our purchase. Our project planning group is large enough, so they handled this.
Having an integrated planning and execution framework through this product is a big win. We have been able to locate project bottlenecks that are internal to our organization and mitigate them. We are also able to juggle resources so that we can have our team members work more efficiently at the organizational level.
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.
  • We hope to use it to isolate operations from project work in many of our shared service segments. For example, we want to see the amount of time our technical teams spend on redundant efforts.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Planview Enterprise One is used across the whole organization, primarily for project and resource management. We currently have over 8k projects and 1,000 users which are made up of project managers, team members, and senior management. Planview Enterprise One solves our need for a central location for all project management. It enables us to run various reports for delays to capture risks, issues, and changes, along with health. We also have an interface with Salesforce, consisting of a bi-directional data feed. The use of MS Power BI allows us to customize reports and make them available in a user-friendly analytic tile, or through the mobile app.
  • Incorporates Product, Projects, Resources, and Financial information all in one tool.
  • The analytic tiles are a cut above other applications on the market.
  • Its ability to interface with other applications.
  • Resource availability. Many PMO's/Resource Managers look for resource availability based off of the project scope date/go-live. To be able to enter that specific date along with a range (i.e. 12 weeks) for a new business implementation. Then see resources who have capacity would be ideal.
  • Portfolios to include an attribute for DATE. This would allow us to see only projects created, canceled, or completed in 2018 (for example) versus EVERY project since we've been on Planview starting from 2016. Allow us to filter down this portfolio by date(s)
  • Improved Resource Assignment Tile. People want to see a simple desk type calendar. The visual would provide tasks by (Gantt) color over which you could see the task name over the duration. The detail table at the bottom. Simple, clean, user-friendly. That way they are familiar with the view and can see ahead to help plan.
  • Well suited for large organizations, especially global ones where you need to have visibility across project and resource portfolios.
  • Well suited for companies that have multiple overlapping applications that do the same thing. Enterprise One can be your one-stop-shop.
  • Well suited for companies that have multiple independent applications (Jira, Salesforce) that can interface with Enterprise One.
  • May be less appropriate for small companies with no PMO or the need for such a robust application. ProjectPlace maybe a better fit in that case.
  • Less appropriate may be a company that does not have the support for governance and compliance.
  • Planview Enterprise One has helped us capture and monitor risks to help prevent and/or offset potential project delays.
  • Allowed us to determine the cost of canceled projects.
  • Has helped justify the need for additional resources through the use of resource capacity and utilization reports.
All are great products, but Planview Enterprise One fit all of our requirements the best.
Yes, our environment is hosted by Planview. This allowed for easy setup, less maintenance, and support. A Planview Solutions Architect was responsible for our configuration. I have heard this can be very challenging for many companies and I can see why. However, we had an advantage in that we were migrating from another project management tool onto Planview. We had an understanding of the required workflows, basic configuration, and existing attributes along with user profile information.
The value and benefits of having your portfolio and resource management integrated are countless. Our company manages IT and Operational projects. In some cases, the project managers and team members work on both types. You can see the lifecycle of a product, the resources, and monitor the programs associated. Again, a one-stop-shop!
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.
  • Through the use of Strategies and Outcomes.
  • An interface with Jira.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
[We're] Using it as a project/portfolio management tool within the IT department. It has a very simple user interface, and self-explanatory screens/tabs. Project search capability using filters and bookmarks is nice. Task level administration for actual vs. expected % of completions is helpful. It's good for assigning resources at the task level for billing purposes. Reporting modules, with all the RGB statuses of various projects, are in one place at the portfolio level. Project's weight-age [are available] by portfolio for prioritization and funding approval.
  • Simple to use
  • Not an expensive S/W for small organizations
  • User based licensing fee
  • It's not updating the Task level % completion, when we update the individual tasks % completion at the sub-levels. This manual work needs to be eliminated.
It's not an expensive software from the licensing perspective, so good for small organizations.
  • Gives the overall project status within a Portfolio and as well across the portfolios.
  • CA Clarity
  • Microsoft Project Plan
Yes, we have contacted the Planview support team a few times [on matters] related to the licensing issues and the response was prompt.
It gives the overall picture of the resource assignment vs. the budget consumption at the project/portfolio/organization level.
We have used this S/W product, mostly within IT department alone.
  • We may be expanding the usage to the entire organization.
  • Collaborate on the IT vs. business project approvals and funding based upon the priorities.
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