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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
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Planview Portfolios Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Windows, Mac |
Mobile Application | No |
Supported Countries | North America, South America, Europe, Asia, Australia |
Supported Languages | English, French, German, Spanish, Chinese, Japanese |
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- It prioritizes and recommends investments from various sources with AI driven demand.
- tracking and management of investment performance.
- Financial analysis with integrated tools.
- lacks advanced reporting capabilities
- complicated and outdated user interface.
- Not very flexible when it comes to the number and type of users.
One of the best project management platform.
- Improved our internal collaboration.
- improve the assignment of projects to the corresponding people.
- Helped us organize our projects by relevance and progress.
- An improvement would be to make a platform more dynamic and easy to use.
- The depth of the analysis could be improved to offer more detailed information about the projects.
- Add more automation features.
fantastic tool that delivers on promises
- easy to use interface
- love the color changes when a person is over allocated
- love the ability to select timesheets
- the font sizes need to be changed because very difficult to read
- there are multiple items called "timesheets' which need to change
- feels like there are overlaps in services
An EA's best friend
- Outstanding metamodel for application portfolio management within CTM
- Intuitive insights that are easy to generate
- Very knowledgeable EA's available from Planview to help
- Overwhelming capabilities for new implementations
- Requires substantial process changes, inflexible to current process
- CTM feels more like an afterthought vs PPM side
Just one person's opinion
- Manage hours spent by resources
- Track multiple types of statuses
- Record financial expenditures
- The search feature is seriously lacking accuracy
- Stability and performance issues are common
Planview makes us Plan-True, a PPM solution that towers among the greats
- Project Planning
- Risk/Issue/Change management
- Financial Planning
- Strategy & Planning
- Resource Management
- Depedancy Management
- Time Recording (although, we find explaining what time recording impacts to be the only way to explain the benefits to Project managers)
- Waterfall Gate Management (through the use of Lifecycles)
- Power BI integration using Ad-Hoc Tabular models (The Greatest thing you guys have created so far.... just saying)
- Column Sets, makes quick updates and tabular data a breeze.
- Loading times... even if there is no VPN running or the Internet connection is blisteringly fast, Planview in all of my organizations has been clunky and slow... which is the biggest user turn-off and where we Admins get all the grief from the user base... seriously needs addressing.
- It's browser-based only... id love to see this as an App or a Client... at least for performing basic tasks such as recording Time or Risks, etc.... would speed things up and utilize more of the performance of whatever device is being used.
- Fastrack analytics.... guys, it's 2021, these reports look fresh out of a 1988 Bill gates portfolio, some of these graphs look like they should be loaded on a gigantic CRT monitor running on Windows 3.1... jokes aside, the information quality is great, but the visuals are just so dated.
- deleting/adding our own attributes to ad-hoc tabular models which we have purchased... as you guys are aware, processes mature all the time in organizations... meaning the information we ask of people changes with it, which means, we need a faster/more cost-effective way of adding and removing attributes to Power BI Tabular models instead of raising tickets and paying for consultancy every time.
- Having some kind of mechanism to track Risks/Issues/Dependanies that have been accepted into BAU after a project has closed would be useful... although I understand the purpose of a PPM tool, keeping track of active risks and issues that have been delegated to a central BAU risk and issues log would be very helpful.
- Aggregation of work items into strategic portfolios
- Project lifecycle gating - ensuring steps are completed before proceeding to next gate
- Comparison of actual/forecast spend to approved budget
- Risk and issue tracking
- Better tracking of benefit milestones (OKRs)
- More intuitive interfaces
- Speed of refresh
Allows flexibility and visibility to key project needs
- The company is fabulous to work with at all levels. The passion for the product is shown by all you meet.
- Versatile to meet a variety of needs.
- The theory of forecasting for teams vs. resources is still a work in progress but they are making good strides.
- The timesheets could be more user friendly. They have improved over the years but needs a little more work.
Planview - The future of Agile centric Project Management!!
- My Overview > This screen pops up as soon as we login into project space. This can be used to prioritize work by just drag and drop
- There can be more than 1 workspaces that you have created
- The best part that I like is the conversation feature. Communication lag can be greatly reduced
- Upcoming milestones added on the on -going work can be seen on the workspace. There are no additional buttons that need to be clicked to navigate. All in all they can be accessed on one space
- Team based time reporting is an other biggest Pro in the R16 version. Time can be entered on percentage basis
- The use of Planview needs attention to detail and even a small mistake of not checking the time period where the report needs to be shown can make the user do a rework.
- While reconciliation of external and internal spend it is very important to check the last 2 options in the pop up box when the user tries to run a report if not the final numbers might not show up right and the user will have to enter the hours of employees / enter the actual spend and then do a reconciliation.
- Personally I have been a Microsoft Project person and during the first few days of my exposure to Planview I found the options to use the tool a bit confusing.
Planview is a reliable, complete, and easy to use PPM
- 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
Easy way to plan and view work
- Ease of use. Simple, anyone can pick it up.
- Streamlined, very intuitive to review information.
- The auto generated orders are great. Less of a need for pm's to baby site PM software. Let them actually work projects.
- While we love the auto generated work "orders" it would like some options for verification (at least easier to use) to allow for review and acceptance before the project is completed. Can be completed by creating that as a process. But sometimes a pain.
Planview Enterprise One: yep, it's worth it!
- 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.
Solid Old Software that requires you change your ways and adapt to their way of doing things.
- 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 ___________
Let Planview Drive your business to Success
- 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.
Planview Enterprise One is a one-stop shop!
- 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.
IT Project Manager's Planview Review
- 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.
Easy to customize/configure but customer support is non-existent
- Tracks project plans with a defined schedule and milestones.
- Monitors project financial data to understand fiscal health.
- Aligns project goals and measures to desired outcomes.
- Identifies faculty/staff participation by institution, college, department.
- Delivers quick access to institution-specific project data.
- Easy to customize/configure data entry screens (configured screens), drop-down lists (alternate structures) and custom fields.
- Customer Support - For the last month I have been trying to meet with our account representative regarding upgrading, custom reports, renewal cost, etc. and he will not return my calls/emails. This is why I rated Planview a 6.
Analyst's Review of Planview
- Time Tracking is simple to use
- Tiles showing specific information about project and portfolios
- Column Sets allowing required information to display in columns and is exportable in Excel
- Navigation could be made more simpler. Try to make it more user-friendly
- Work and assignments screen should be made more user-friendly
- Add more features to request functionality as an organization wants to use it for demand management
Why I recommend Planview Enterprise
- Planview's investment and capacity planning capabilities are a strength of the tool. We are able to use this info on a regular basis to make decisions around what work to approve and when to begin the work.
- The user interface is excellent, easy to get around and find things.
- Planview's RPM reports (out of the box, configurable reports) are great. They give you a starting point and answer a lot of the questions that our stakeholders have.
- Managing a work breakdown structure with predecessors, etc., is a lot of work. Too many clicks and not intuitive.
- My biggest complaint is that you cannot update resource attributes in a resource portfolio (column set) like you can in work. The administration of resources and users is very time-consuming.
- Along those same lines, you have to set up resources and users separately and cannot copy or anything, this would be a nice feature as many resources/users mimic others.
Great for Data, if only the data wasn't garbage.
- Reporting - easy to get accurate data due to the database structures
- Configurability
- Ease of use - most users are completely turned off by Planview because it is not simple to use. There are too many options in the system. Most would prefer for Planview to make the choice for them, and make that choice an intuitive one.
- Process - the process of resource management (Require, Reserve/Allocate, Authorize) is too much. This has to be streamlined somehow.
- Customer service - it's awful. Room for improvement in every area.
Enterprise PPM - tying it all together
- With PVE13 the reporting capabilities will lend themselves to provide easy portfolio assessments.
- The Power BI interface will allow us to create customized project dashboards to monitor the health of key projects.
- PVE allows us to enter project expenditures in multiple currencies depending on the site that is doing the work and then converts the various currencies into a common currency that can be used by corporate management when comparing and contrasting project costs.
- Data entry of scheduling information is cumbersome. PVE13 appears to be making improvements but it's still not as simple as Microsoft Project to enter and edit tasks and timelines.
- Like many PPM Enterprise solutions, PVE does not offer the ability to plan work using a PERT chart format. Our planners have adopted PERT for early planning efforts so this is a real handicap planning in PVE.
- Adding a Critical CHAIN planning methodolgy would provide a key feature that none of the Enterprise PPM tools offer. Our organization has used Critical Chain for years and finds it valuable to deal with the variations that are typical in most high risk new product developments.
- 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.
Review of the Portfolio Management tool 'Planview'
- The breakdown of the overall budget frame can be broken down and detailed to different levels. In the long time horizon you are perhaps not detailing exactly which projects to run, just in which area you intend to spend money. While in the short term you have planned the projects that are about to start soon. In any case, you still have a good view on the overall situation, thus how much more projects can I still plan without overspening the budget frame.
- It is possible to connect your development work (projects, assignments etc.,) to the application, product or other asset that will be affected by the development work. With this perspective it is possible to create roadmaps from the application/product perspective.
- Resource management and capacity planning is an integrated part of Planview. Thus the planned portfolio of work can be balanced regarding both budget and resources. Often the budget tends to be the factor that sets the limit, but without resources the projects will not be successful anyway.
- For infrequent users, e.g. those just reporting on projects once per month or quite seldom, the graphical user interface is not always intuitive.
- Integration with other softwares has not been well developed or prepared, though this is now about to be improved.
One Stop Shop!
- Planview Enterprise manages project resource planning and assignments very well. It is easy to assign tasks to team members and manage utilization and workloads.
- Planview Enterprise provides a powerful reporting engine that produces a wide range of project and portfolio analytics reports for cost, status, schedule, risks, and health status. The export feature allows our users to export to several file formats to include MS Excel, .PDF, and MS PowerPoint.
- Planview Enterprise in the cloud has provided more reliable delivery of status information and faster response times from our overseas locations. The cloud-based solution has reduced our costs as we were able to eliminate 8 servers and reduce our support costs.
- Planview Enterprise could improve by making it more apparent on how to approach projects using different frameworks such as Agile and Scrum. Some examples and best practices would help us understand how to use Planview Enterprise using different frameworks.
- Developing and managing lifecycles within Planview Enterprise could be simplified. Providing some recommended lifecycle examples and structures would help us reduce complexity.
- Planview Enterprise training would be better if it provided more use-cases and not just point and click about features. Much of the context of why we want to use certain screens and functions are not explained. Perhaps aligning with the Project Management Institute (PMI) to ensure common language, terms and practices would help with the Planview training offerings.