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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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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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  • No setup fee

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  • 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 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 Implementation Rating highest, with a score of 8.8.

The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
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Reviews and Ratings

(178)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Visibility Enhancement: Users have praised the system for providing clear visibility into their work and resources, allowing for better organization and decision-making processes. This enhanced visibility ensures that users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency.

Robust System Performance: Reviewers have consistently highlighted the system's robust performance in meeting their various work requirements effectively and efficiently. The system's stability and reliability contribute to a seamless user experience, enabling users to focus on their tasks without disruptions.

Comprehensive Resource Management Capabilities: Customers appreciate the wide range of resource management features offered by the system, including tracking financials, monitoring productivity, and planning future work based on resource availability. This comprehensive set of tools empowers users to allocate resources strategically, analyze costs accurately, and align project timelines with available resources seamlessly.

Information Overload: Users have expressed feeling overwhelmed by the amount of information presented, leading to a sense of information overload and hindering efficient decision-making processes. This challenge can result in delays in task completion and potential errors due to the excessive data load.

Outdated User Interface: Many reviewers have mentioned that the user interface is outdated and in need of modernization, affecting user satisfaction and potentially limiting productivity. The lack of a more contemporary design may impede user engagement and make navigation less intuitive.

Complex Field Adjustment: Users find it cumbersome to adjust established fields and create new ones due to the system's complexity, resulting in difficulties in customization and adding flexibility to meet specific business needs. This complexity can lead to frustration among users trying to tailor the system to their requirements efficiently.

Reviews

(1-25 of 113)

Ambitious Product

Rating: 7 out of 10
July 22, 2024
DN
Vetted Review
Verified User
Planview Portfolios
1 year of experience
We use Planview Portfolios as a central hub for all strategy work in the organization, and we are migrating all operational work over at this time.
  • Capacity management
  • Portfolio Management and Visualizations
  • Financial Management
Cons
  • ProjectPlace/Work integrations
  • Tasktop and Hub integrations need more mapping features with OOB solutions
  • Strategy views/OKR views and reporting
  • OKR automation (linking to values with APIs
Planview Portfolios is best for organizations that want to streamline their production and flow. It is also great for companies that need to figure out capacity management in their organizations by giving them a view into their supply and demand of resources.

Enterprise-wide project management, portfolio management, resource management and reporting tool

Rating: 9 out of 10
July 16, 2024
Vetted Review
Verified User
Planview Portfolios
2 years of experience
Planview Portfolios ensures governance decision auditability by incorporating embedded workflows, approvals management, and key document retention supporting a single configured delivery lifecycle. Additionally, Planview Portfolios serves as [...] primary tool for project financial management, providing accountability and rigor throughout the organization.
  • Approvals management
  • Financial Management
  • Configured Delivery Lifecycle
Cons
  • User Guides
  • Customer Community / User Group
Planview Portfolios is ideal for large enterprises where executives, transformation leaders, finance teams, and EPMOs need to drive business outcomes across multiple functions. It helps create dynamic plans that adapt to change and accelerate on-strategy delivery

Great Product and value for money.

Rating: 10 out of 10
July 09, 2024
Vetted Review
Verified User
Planview Portfolios
10 years of experience
We are using Portfolios for Portfolio and Resource Management (PRM). Planview Portfolios has helped us define a governance process around our initiatives and work to help ensure we are on track. We also have our Resources in Planview; hence, we have a clear visibility of demand in the pipeline vs. the capacity we have in the Organization.
  • Resource Management.
  • Demand Management.
  • Financials
Cons
  • Investment Capacity Planning.
  • Reports
  • Cost
Planview Portfolios is an excellent tool for managing your Organization's demand and resources. It gives excellent visibility of the time your organization is spending on running, growing, and transforming models, and at the same time, your resources are never over or underutilized. Projects roll up to programs and strategies, helping customers align with their company's strategic goals.

Planview Portfolios helping to drive connected work.

Rating: 10 out of 10
July 01, 2024
Vetted Review
Verified User
Planview Portfolios
5 years of experience
We use Planview Portfolios to manage our portfolio of Digital projects across the organisation. The key business problems we are trying to solve are around gaining visibility of all Demand across the organisation and how this feeds through into a prioritised portfolio of deliverable work.

We have leveraged the tool to provide a consistent approach to capturing / defining work and planning key milestones, capturing delivery risks and resources/roles required to deliver the programme.
  • Flexible, highly configurable toolset to support a number of different business processes.
  • Product suite is constantly being updated with new features and a high frequency cadence of releases.
  • Good integration with dashboarding capabilities both internal and external e.g. PowerBI.
Cons
  • While the initial configuration is fairly easy to leverage to enhance the full features some core technical experience is required (this may not be available within the client's team - PV do provide a very good customer support service).
  • Enhancing the work planning capability. There is so much available that it can sometimes be a little overwhelming - again this could be due to the way that we have implemented some features (not an issue with the toolset itself.
  • Integration with provisioning systems (I know this is on the cards); to make the user management of the system at an enterprise level easier.
Planview Portfolios is well suited to provide a single, central, view of the truth. There is clear expansion capabilities to integrate it as a true Enterprise toolset with existing organisation wide (not just delivery) - you can pick and choose what you need to implement and that list gets longer. The ability to quickly gain an understanding of resources within the overall portfolio and some really clever tools regarding capacity and demand modelling.

I think the only challenge we have encountered is modelling our Business as Usual activity to a level of detail - this is due to other tools being very embedded not just in the organisation but across a lot of industries.

Planview Portfolios Feedback

Rating: 7 out of 10
July 01, 2024
Vetted Review
Verified User
Planview Portfolios
1 year of experience
We use Planview Portfolios for Project planning, Capacity Planning and Time reporting. Currently working on an expansion of functionality across the company.
  • Robust workflow capabilities
  • Timesheet tracking and reporting
  • Project planning with full PMP - PMI type capabilities in one place
Cons
  • The User Interface is antiquated and not intuitive for the user
  • Some of the functionality is limited around project planning and flexibility with making changes, running schedules, baselining (would like Planview Portfolios to keep version history automatically like Word or Excel does.
  • Expensive - would like to have different license types for the users that do more than entering time, but don't need full access so we can lessen the expense.
It's been a very cumbersome implementation. The UI really needs improvement. The functionality is comprehensive, but it needs a more modern look and feel.

Planview Portfolios - Strategic Planning

Rating: 9 out of 10
June 27, 2024
Vetted Review
Verified User
Planview Portfolios
3 years of experience
Planview Portfolios is the one source of the truth for our Strategic Planning and Execution Process. By using Portfolios to capture and share information regarding our strategic initiatives, we are able to all share in the same knowledge and discuss accurate and timely information when working through our planning processes.
  • Financials - Portfolios offers the opportunity to enter detailed financial information.
  • Customization - Portfolios is extremely customizable allowing you to create your own processes and procedures that conform to your company's way of work
  • Connected work - Portfolios connects with other Planview products such as ProjectPlace and AgilePlace allowing users to do the actual planning work in the platform that suits them best and feed the necessary information up to Portfolios for tracking at a higher level
Cons
  • Planview is already working on this but Navigation is tough, I think the introduction of Overviews will help this but there really needs to be a view that a Senior Level stakeholder can log into and see exactly what he needs to see without any clicking around and searching. Overviews is a step in the right direction, but we aren't quite there yet. I am hopeful!
  • More customized reporting options! Power BI is great but the ability to post real time reports from Power BI is limited. Fast Track reports can be great but frequently have information that is not relevant for us and editing/customizing them is quite difficult. Having a built in report builder option, something an average user could use, would be a great addition!
Planview Portfolios is a great tool for bringing an organization together in their Strategic Planning allowing everyone to be on the same page viewing the same information. Our organization has found the ability to have a single source of the truth to be unwaveringly valuable in our strategic planning and execution processes. We are able to customize the system to meet our needs and we are able to view our initiatives and measure on the same attributes and markers from the same system. No more translating or interpreting from other systems, everything is all in one place.

What a great way to connect strategy to delivery

Rating: 8 out of 10
June 25, 2024
Vetted Review
Verified User
Planview Portfolios
1 year of experience
The main capability Planview Portfolios provides my organisation that no other tool does is allow a hierarchical grouping of the work to the strategy. Particularly showing how work rolls up to deliver an organisational objective.
  • Strategy and Work Hierarchy
  • Integrations with Financial systems
  • Schedule Management
Cons
  • History for free text fields
  • Audit on the schedule
  • Integration with Jira
There's a lot that Planview Portfolios offers and as an admin there's quite a few features that can be customised, particularly with user access grants.

Beautiful Journey with Portfolios

Rating: 8 out of 10
June 19, 2024
Vetted Review
Verified User
Planview Portfolios
2 years of experience
Planview Portfolios is a pivotal solution which is being leveraged by our team. Every single, idea (prospective Project) and project pipeline, timelines, approvals etc, are all managed in the portfolios.

Second, my used feature is the dashboarding and reporting capabilities and adaptability. We are extensively using power bi to showcase trends and we even created a forecast model to identify the next financial year's workload.
  • Summarized view of all projects in one place
  • Good approval matrix and workflow to manage approval when multiple Leadership approvals are required
  • Good dashboarding and reporting capabilities
Cons
  • With access to all data, drag and drop kind of graphs and charts would be ideal
  • UI seems a bit dated. Lot of room for improvement
  • Sometimes, the website is a bit slow. When you try to do multiple things at a time. Esp. going through administration options, everything seems slow and laggy
Good solution to have a consolidated view of all the projects.

Portfolios supports multiple use cases for 24/7 global manufacturer.

Rating: 9 out of 10
June 17, 2024
JP
Vetted Review
Verified User
Planview Portfolios
4 years of experience
We use Portfolios for capital portfolio optimization, reporting and analytics, and enterprise project and portfolio management. We integrate it with our ERP systems and with Planview AgilePlace and Projectplace for multiple use cases/processes.
  • Manage large portfolios with thousands of projects.
  • Roll up financials across strategic hierarchy for projects around the world.
  • Manage access in multiple ways so we can set up each user/role with just the right permissions.
  • Support a variety of reporting and analytics methods.
Cons
  • ODATA is powerful but complex to customize, and it is hard to track query changes (who changes what when).
  • The user interface defaults to the last open portfolio, which can waste a lot of time loading a large portfolio if that's not what you want now.
  • Job management logs need better error messages to diagnose the issues.
Portfolios are great for managing large portfolios of projects, especially projects with detailed schedules and dependencies. I would not recommend it for smaller projects due to the amount of required setup. Also, it's not an ERP system- the accounts are only summaries of expenses.

Planview Portfolios.

Rating: 9 out of 10
June 17, 2024
Vetted Review
Verified User
Planview Portfolios
4 years of experience
We use Planview Portfolios for managing all Capital and most Expense Projects including annual planning, ongoing execution, resource management, and financial data forecasting and actuals tracking.
  • Track financial actuals and forecasts.
  • Present projects in user definable portfolios based on user selected criteria.
  • It provides visibility of resource assignments and utilization through any number of organizational and other attribute filters.
Cons
  • Some users feel the UI could be more intuitive. Although once learned, users are ok with it; new users are sometimes reluctant.
  • Better history tracking for financials and schedule changes would improve our ability to address user concerns with unexpected changes to data.
  • Giving Users the ability to go back to a previous life cycle step.
  • Undo button for changes to project schedules and financials.
Planview Portfolios is a strong application for Enterprise-Level project/resource data input and tracking. Configuration is relatively easy to learn compared to other tools; however, it does take some time investment. It is not a good fit for users looking for something with Excel-like flexibility and is not particularly suited to robust document management.

Planview Portfolios review

Rating: 9 out of 10
June 11, 2024
DR
Vetted Review
Verified User
Planview Portfolios
4 years of experience
We use Planview Portfolios to manage our Data & Digital portfolio of programmes and projects from concept through to completion.
  • Financial management
  • Project scheduling
  • Dashboards & Reporting
Cons
  • Project registers are limited to 3
  • Calculated fields cannot use dates
An all round excellent platform with lots of development and excellent support by Planview.

Planview Portfolios Review - Data Analyst/Administrator Perspective.

Rating: 6 out of 10
June 11, 2024
Vetted Review
Verified User
Planview Portfolios
2 years of experience
Our organization uses Planview Portfolios to manage our IT project portfolio. The platform allows our organization to better manage and schedule upcoming work and make decisions based on our IT budget and the capacity of our workforce. Portfolios are also used to determine project prioritization.
  • Investment and Capacity Planning.
  • Effort Tracking.
  • Estimation
Cons
  • Complicated UX for new & intermediate users.
  • Limited reporting capabilities.
Planview Portfolios is well suited to assist a large, multi-faceted organization in managing a portfolio of work. It does not work as well for smaller organizations or groups only needing to track a small amount of work. It also does not work well for groups who have limited capacity to manage the tool itself (i.e., it requires a lot of support to produce functionality that fits in well with an organization that has already defined how it tracks work). There are opportunities to work with Planview directly (SOW/RAS) to reduce the impact of my previous point, but in our organization's experience, this is ineffective and time-consuming.

Enables companies to increase their use as business processes mature.

Rating: 7 out of 10
June 11, 2024
PS
Vetted Review
Verified User
Planview Portfolios
10 years of experience
We use Planview Portfolios to manage the following: * Manage effort estimates and actuals against projects * Project Financial Management * Resource Management * Support requests to the Planview Support team.
  • Connect strategy to delivery.
  • Manage resource utilization.
  • Captures effort estimates and actuals.
Cons
  • Capturing lower-level detailed expenditures within a project so that financial screens can show the details of the roll-up.
  • Reporting flexibility so that end users can create their own quick ad hoc reports for analysis.
  • Capturing matrixed skills on resources to ensure staffing is adequate and better align demand to supply.
Planview Portfolios allows the ability to establish strategic goals, set financial targets, and then associate work so that business areas can easily see current forecasts compared to baselines. Lower-level resource management is handled nicely within Portfolios, allowing Resource Managers to pivot the assignment data quickly to do a variety of analyses. There is room for improvement in the ease of connecting Ideation to Delivery. Companion tools are available but it does not flow smoothly between applications. I would rather have Ideation embedded within Portfolios so that projects can be created/aligned more easily.

Planview Portfolios

Rating: 9 out of 10
June 11, 2024
ES
Vetted Review
Verified User
Planview Portfolios
2 years of experience
We use Planview Portfolios enterprise wide in our global organization. We use this tool for Project Management, Financial Managment, Demand and Resource Management, time tracking, and billing. This tool allows us to have all of our information in one place and coordinates with other tools for project management such as Project Place.
  • Financial management
  • Demand Management
  • Resource management
  • Time Tracking
Cons
  • I'd like the ability to personally customize the pre-designed tiles
  • I'd like the ability to create my own reports by ticking a box of exactly which data I'd like to view. Sometimes what I want is a combination of reporting options that are already available, and I need to pull both and combine on my own in excel.
  • I'd like to be able to expand my column sets with an easy select all concept and click on a column line (similar to excel) instead of moving each column individually.
  • I'd like the ability to create a landing page
Being able to see everything in one platform for your project is a great feature of Portfolios. Not having to go to separate programs to view financials, demand, resources, time tracking is a huge advantage of Planview Portfolios. The ability to be compatible with other software, such as Apptio, is a necessity.

90% Happy with Planview Portfolios

Rating: 8 out of 10
June 10, 2024
Vetted Review
Verified User
Planview Portfolios
2 years of experience
We use Planview Portfolios for our overall Project, Resource and Financial Management. Planview Portfolios is used from the initial idea until the project closure.
We use all available modules in Planview Portfolios (Work, Outcomes, Planning, Releases, Strategies).
Planview Portfolios gives us a single source of truth for all our Projects. As a result, it provides a huge transparency.
  • Lot of possibilites
  • All features in one Product
Cons
  • Exchange of data between the modules must be improved.
  • Enhancement requests via IdeaPlace are mostly ignored.
  • Customer Care has room for improvement.
  • Already available modules are not being improved.
Planview Portfolios is a great solution for rather large enterprises. It provides a lot of functionality and new features are released on a regular basis. We use it as our single source of truth. Therefore, we have a huge transparency in our planning.
However, it also comes with a huge complexity and maintenance effort.

Solid Portfolio Management Tool

Rating: 10 out of 10
June 10, 2024
AG
Vetted Review
Verified User
Planview Portfolios
2 years of experience
Planview Portfolios is used as our single sources of truth for Strategy implementation through change and our capital investment planning system.
We manage our entire investment portfolio using the ICP functionality of around 14k projects. when it comes t execution all projects are gated and controlled in Planview Portfolios and project progression is monitored using resource data through allocation and time sheeting. Financial management is done through integration with our core financial systems. With that we have replaced a raft of Excel sheets, bespoke databases and manual interventions and significantly speed up decision processes.
  • management of large amount of data
  • integrate into existing landscape (e.g. financial systems, project delivery systems)
  • flexibility in Project delivery methods (waterfall, Agile, Kanban) all in one programme
  • Visualise work status
Cons
  • User interface (but new modules are getting there)
Manage a large set of projects utilising the grouping functions (strategy, portfolio, programme). Automating processes, and deriving decision points through build in reports, down to automated project sentiments to sense check status reports. Project execution without any of their addons (e.g. project place or AgilePlace) can be cumbersom.

What we needed... Planview Portfolios

Rating: 10 out of 10
May 17, 2024
LL
Vetted Review
Verified User
Planview Portfolios
1 year of experience
We use Planview Portfolios for high level project management, capacity management and some basic financial tracking. One of the issues we have faced over the years is the ability to have capacity management and project management in one place, managed together, not just linked together but managed together. We have hundreds of projects with hundreds of managers, engineers, outside service workers and others working to achieve our goals and it has been a real challenge to get that big picture we need for future planning not just the short term management. I feel like we now have a way to really understand our technology development eco system in a way we have not had before. As we get even more involved with Portfolios and the other tools in the Planview Suite I’m sure the insights we will glean will be invaluable to our continued success.
  • Allows to select carefully how we document our work
  • Let's us track financials at whatever level we deem necessary
  • Gives us the ability to track actual work from specific resources
  • Allows us to plan for future work based on availability of resources
Cons
  • Adjusting field once established is impossible and requires creating a new field, and then you end up with having to copy data or else...
  • It would be a nice thing is users (not Admins) could do some superficial labeling or changes like that based on their specific needs without impacting the entire org.
  • Some things are not very intuitive, the learning curve is heavy, although once you get it it's great. If you step away for a while coming back is nearly as difficult as the first time you used it.
  • Users should be able to tag a person or create a notification for someone on the fly as they need to without an Admin having to setup a whole system to do it.
So far the day to day task management seems to be better outside of Planview Portfolios. But the big rocks, year all the major tracking and effort is great in Planview Portfolios. I think any team member needing to manage a project that spends any money or needs to track resources should use it.

Planview Portfolios

Rating: 9 out of 10
May 17, 2024
JP
Vetted Review
Verified User
Planview Portfolios
1 year of experience
We started to use Planview Portfolios after migrating from Microsoft Project. There was a tremendous amount to not only learn but bring together and make it manageable to then teach the rest of the enterprise team. During the Planview Ambassador training provided, we received tremendous support to better understand the impact of Resource Capacity, Financial reports, and the workflow of the solution which has helped out organization get better insights on project work and impacts.
  • Resource Capacity
  • Report Use
  • Portfolio Management
  • Resource Allocations
Cons
  • Better use of dragging and copying data within it's solution. You can't copy or paste data
  • Stronger Undo Capabilities
Managing resource information and creating reports to understand what resource work is planned and what is actually being conducted

Planview Portfolios Review

Rating: 9 out of 10
May 16, 2024
Vetted Review
Verified User
Planview Portfolios
12 years of experience
Portfolios are being rolled out to the entire business, not just a single department. It will allow better visibility into projects and financials, increased productivity, and connectivity across our business.
  • Portfolio Manager - allows customized views of work across the platform.
  • Financial Management - allows detailed or high level visibility.
  • My Overview - allows quick access to items specifically related to you.
Cons
  • Change, Risks, and Issues need to be modernized and, most importantly, connected to work.
  • Configuration Migration tools need to be useable and easy to perform.
  • Content Management needs to be modernized and easier to access documents, similar to ProjectPlace.
Portfolios are great at providing visibility to important project information across the enterprise. It also provides a high level of customization to tailor to each organization's needs.

Planview Portfolios.

Rating: 10 out of 10
May 16, 2024
Vetted Review
Verified User
Planview Portfolios
9 years of experience
We use Planview Portfolios as our project, portfolio management tool. We use Portfolios to manage both projects and portfolios. We also use the reporting functionality to allow us to manage and report on all of our projects and portfolios throughout the enterprise. We also use the financial screen to manage our project and portfolio budgets and compare with actual/forecasts to identify variances to enable to stay within budget. We plan to connect Portfolios with AgilePlace next month for a connected solution.
  • Managing projects' schedule, scope, and budget.
  • Capacity and demand planning.
  • Enterprise-wide reporting.
  • Portfolio management.
Cons
  • Ability to do estimations based on capabilities. We need to know the costs of the different capabilities we are building within one project.
Portfolios are very well suited to managing large projects or portfolios and have the reporting to support those efforts. They have a lot of functionality, but sometimes, having too much functionality makes it confusing for new users. I am looking forward to Planview to see if that will help reduce the confusion our users are experiencing.

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

Rating: 8 out of 10
May 15, 2024
Vetted Review
Verified User
Planview Portfolios
3 years of experience
Planview Portfolios allowed us to see all of our work across a truly global, large, complex IT organization for the first time. The value it has created has been enormous so much so that we have other functions within the organization desperate to join the IT teams in using its capabilities! It's resulted in my team being very busy!
  • Visibility.
  • Persona based views - reporting and tiles.
  • Robust system.
  • Connected work
Cons
  • There is a lot to take on - many users experience information overload.
  • UI is a bit 'old' but improvements keep coming.
Portfolios is 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.

Planview Review

Rating: 9 out of 10
May 14, 2024
HD
Vetted Review
Verified User
Planview Portfolios
6 years of experience
Portfolios is used to support our NPD (New Product Development) process. It used as governance to determine when new projects can be approved. It is also used for execution of the project to create the schedule and tracking of milestones. Portfolios is also used to understand and track resource capacity.
  • Ability to create custom attributes and configurations for your business
  • Ability to capture resource capacity
  • Linking projects to resources
  • Creating custom lifecycle flow to support governance
Cons
  • Schedule visualization could be improved
  • Navigation not intuitive for occasional users
The use of Planview started with our R&D organization. It has expanded to other parts of the business organically because they have seen the value in the system.

Good tool with lots of potential

Rating: 10 out of 10
May 14, 2024
MF
Vetted Review
Verified User
Planview Portfolios
8 years of experience
I currently use Planview Portfolios in a system administrator capacity. I help our users understand Planview capabilities that can help solve their project/program management needs. At the moment our users are looking for solutions to give leadership an idea of what efforts are occurring and who is managing them. In the near future that will expand to the resources delivery that work for those efforts and the costs associated to deliver. The product has already solved for getting project data into the tool and who is managing those projects. It has also helped align those efforts to company/leadership strategies. With a very large organization with anywhere from 700+ projects going at one time, reporting is a key deliverable our teams are looking to Planview for once data enters into the tool. We are currently up and running with reporting options but do feel they could be expanded.
  • Ability to create simple or complex lifecycles when needed
  • Viewing a portfolio of data at once for overall group view
  • Resource management expansion over the years has allowed more valuable data
Cons
  • Increases for data system can process when it comes to reporting
  • Allowing strategic structure capabilities to be similar to all others, currently limited in add/deletes from a structure standpoint and have to go the portfolio route.
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.

Deliver on Strategic Goals

Rating: 6 out of 10
May 14, 2024
Vetted Review
Verified User
Planview Portfolios
7 years of experience
We use Planview Portfolios to deliver on our organization strategic plan, team capacity planning.
  • Project Management
  • Capacity Planning
  • Reporting
Cons
  • Customer have complain regarding not knowing where to go to complete there work
  • Modernize the UI
  • Accessibility to customer data
- Planview Portfolios is tool use for Planning and delivery of strategic and operational initiatives.
- Resource Managers can use this tool to assign resources to current work.

Planview Portfolios

Rating: 8 out of 10
May 14, 2024
Vetted Review
Verified User
Planview Portfolios
7 years of experience
We have used Planview to manage a product portfolio and time tracking for a number of years but are excited about the changes that they have made to support digital transformation and connecting work to a broader use.
  • manage work
  • manage resources
  • manage capacity
Cons
  • backend architecture is complicated
Planview can definitely support project portfolio management and resource management. Looking forward to using for Lean Portfolio Management.
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