Planview Portfolios

Planview Portfolios
Formerly Planview Enterprise One

Score 5.2 out of 10
Planview Portfolios


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

An EA's best friend

10 out of 10
October 04, 2021
Planview Enterprise One is being used for PPM capabilities currently and has been used for APM capabilities in the past. It was in the APM …
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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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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 are common alternatives for Planview Portfolios.

Reviewers rate Implementation Rating highest, with a score of 8.5.

The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
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(1-25 of 53)
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Score 7 out of 10
Vetted Review
Verified User
Planview Portfolios is used in my organization to align business strategy with project investments, optimize cost and resource allocation, and manage risks by monitoring projects continuously. It is a comprehensive PPM and APM tool that provides a snapshot of the health of an application portfolio, allowing for better planning of future investment and risk mitigation.
  • 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.
Overall, the Planview Portfolio has helped us improve internal management, collaboration, productivity, and organization. However, committing to the tools requires total buy-in from the entire organization and strategic-mindedness. Companies that are inflexible or only think tactically may struggle with the tools. I also think that Planview is best for organizations with multiple projects and complex resource management needs.
Score 9 out of 10
Vetted Review
Verified User
The problems that this platform helped me to improve was by organizing all our projects by organizing them in a portfolio, it allows us to visualize the status of each project we are working on and makes it easier for us to make decisions, it has also made it easier for me to assign which staff would correspond to which project, has increased our productivity and has also helped us improve internal collaboration among our staff; You can say that it can be used by companies that need to improve their internal management and improve their organization.
  • 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.
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.
Ben Rodriguez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I use Planview to estimate workload and perform long term analysis when an effort might require new people. We also use this tool for budgeting allocations which is very helpful
  • 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
this is a great tool that really helps visualize estimates. The tool pulls together a few different tools into one which is incredible
Score 3 out of 10
Vetted Review
Verified User
we use Planview Enterprise One as our project management tool within the PMO team for managing & tracking projects, resource and capacity planning & annual planning
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
I feel it is very difficult to use, and very limiting and of over complicated in it's basic project management basic functions. In my opinion it is over engineered to the point of un-useful.
October 04, 2021

An EA's best friend

Dustin Thomas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Planview Enterprise One is being used for PPM capabilities currently and has been used for APM capabilities in the past. It was in the APM space where I used and worked as an administrator for the platform, formerly called Troux. We used Troux from the 9.x version and upgrade into 12. We were using this platform to get our arms around the ever-growing application portfolio. There were many unknowns, including application TCO, health and risk. We found instances of investment to applications that were planned for sunsetting, and this platform allowed us to redirect. It provided a snapshot into the health of our application portfolio as well, allowing for us to better plan future investment and mitigate risk.
  • 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
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.
Score 5 out of 10
Vetted Review
Verified User
Currently the IT department is using it to manage projects and time tracking. It replaced Microsoft Project.
  • 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
This seems to be a decent tool but needs a lot of customization. Having to depend on the vendor to do simple database tasks is off-putting.
Joe Lamden, (MBCS) | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Currently, in Allianz Insurance, we use PV to manage our inflight projects through a gated waterfall approach with an active desire to explore Leankit Agile functionalities, we use the Financial management elements to track ongoing project costs and how those actuals vary against the forecasts made initially, allowing us to easily pick out financial variances with little to no effort, this allows us to spot which PMs need to provide variance commentary. we also have recently refined the way we track Risks, Issues and Changes by both implementing the out-of-the-box feilds and alternate structures, as well as adding our own custom fields to taylor the informtation gathering to our company's internal process requirements. this gives us very rich information on where our priorities should lie when mitigating risks before escalating to issues, and where we should be raising change requests to get projects back on track and revisions to their resources. Planview is currently used mainly within our UK and Germany delivery organisations and subsiqently used by our practice leads to perform resource management tasks, such as requirement approval and creating allocations on projects, however, in previous organisations, i have also seen PV work effectivly with dedicated departmental resource managers. with the use of resource portfolios, resource management and capacity planning becomes a walk in the park, and living in a day and age where flexible working has become the norm and mental health has become far more important than ever, tracking individual resource utilisation from a singluar page is a line manager/resource managers dream. Planview really ticks all the boxes.
  • 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.
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.
Score 9 out of 10
Vetted Review
Verified User
Planview Enterprise One is used across our Enterprise to capture insights into RBC's total investment in its initiative portfolio, helping us manage both investment and execution risk while also ensuring optimal value realization.
  • 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
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.
Pamela Rayborn | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use Planview's time reporting functionality along with financial management, project management, some resource management and requests. Requests are used as a way for users to request help on issues. Financial management is used heavily by our Finance department to help manage development projects.
  • 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.
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.
Meena B | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Planview is the sole Project and resource management tool in our organization. It is largely used by the PMO team to plan projects, add tasks and budget and reconciliation of external and internal spend. The rest of the employees use it to report time. Coming from an organization whose main revenue comes from staffing Planview plays a cruicial role in determining time allocations, resource allocations and budget allocations as well. One of the most useful feature is automatic reconciliation of budget.
  • 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.
1) Setting up of the tool to suit the needs of each project is very crucial. The best part of it is , in my organization there was a to be model proposed where version one could be synced to Planview that would make work more easy. It mainly follows the current PMP module where project management is a conglomeration with Agile practices.
2) Like I mentioned in my cons the only thing required from a user perspective is actual understanding of the tool and also making sure that the appropriate boxes are checked when reports are being generated.
Marco De Angelis | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Planview is used by the IT department for project portfolio management, project management, and timesheets. By planning each project and the required resources needed, we can optimize the execution and identify risks in advance. The project managers have an easy and complete tool to track project status and support organization decisions.
  • 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
Strong on project management. It is easy to start planning activities, resources, and report timesheets. The system has many features regarding planning and a good progress engine.

Its weakness is customization. It is not possible to customize the system with additional code. It is not possible to create triggers and jobs to automatize recurring actions.
Any issue is addressed correctly within the right amount of time. Sometimes it takes a while to be aligned on the request and to have a solution, but it doesn't happen frequently. There is a ticketing system where I can track all my requests that could be improved a little bit.
Mike Narumiya | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
It is used primarily by the technology based groups, but used by others as tasks are assigned to them. It helps solve accountability by department leaders of understanding when tasks are being bottlenecked by a specific group. In addition, it helps allocate resources are look for efficiencies in certain areas that are receiving additional tasks.
  • 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.
If the house is primarily MS Office, changing can be difficult. While similar in many areas, very different in others.
Brian Tharp, PMP | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
Score 4 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
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.
Score 10 out of 10
Vetted Review
Verified User
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.
Score 8 out of 10
Vetted Review
Verified User
[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.
Score 6 out of 10
Vetted Review
Verified User
  • 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.
Easy to customize/configure but lacks on customer support.
Martin Monteiro | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Planview Enterprise is being used by our IT extensively for time tracking. They plan to use the project management and request management in the future. Some of the departments that use Planview Enterprise for project tracking include Research, Space & Facilities Planning and Internal Audit.
  • 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
I can't think of any scenarios. But it's well suited for an IT organization.
Cheryl Bass | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We are using Planview to manage all IT resources and committee funded projects. We have roughly 900 resources in the tool. We are using it to manage project financials and status reporting, manage resource demand and capacity and to make decisions around our portfolio of projects and what gets approved and when.
  • 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.
Planview Enterprise is a great tool for managing all aspects of projects, resources and for making decisions around what work to take on.
Score 5 out of 10
Vetted Review
Verified User
It is used by our entire department but most heavily used by the PMO. We use it for work and resource management and some product management. It addresses our need of measuring project cost and managing project work.
  • 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.
Good for reporting, bad for daily use by those who do not do reporting.
James R. Parker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We have implmented PVE across a division within the company. Our objective is to make informed decisions faster and to improve predictability of our NPD projects. We also are attempting to increase consistency in our global processes for executing work within the division.
  • 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) helps us connect our resource management efforts with our approved work efforts. Before PVE, these two areas were managed almost mutually exclusive from one another. The tool helps provide communication and collaboration between project teams and functional work areas.

We anticipate that the tool will ultimately help us decide which projects' concepts to fund and which to defer or decline. Our maturity model is just starting in this area.
Sheri Millar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Planview Enterprise (PVE) is currently being used across our entire organization. Every resource, associate and contractor, is required to record their daily effort into the PVE timesheet. The only exception is for Executive level resources. Both project (billable and non-billable) work and non-project work are tracked to provide utilization data, as well as the raw data that feeds the Billing process and verification of vendor invoices. Although all work/projects live in PVE, we are not currently requiring traditional Project Management practices to be performed in PVE by our PMs, however some do. Currently, our projects funded by the Development Budget are tracked with more rigor and also require the PM to provide accurate forecasting data in the Financial Planning area of PVE. Resource Management practices of tracking and balancing role-based demand with supply is just emerging into our use of PVE. Efforts continue to implement enterprise-wide practices in this area to allow better management oversight with less manual tracking in outside data sources.
  • 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.
A company should have a strong grasp on their planned use cases before purchasing a tool with as much capability as Planview Enterprise (PVE). This will help ensure that they are picking a tool that matches their enterprise roadmap. For example, if time reporting is the primary use case, then PVE would be a very expensive timesheet when there are many less expensive and less complex tools that would do a fine job in this area.
Consultants are knowledgeable and friendly; it is easy to build relationships with the support people you work with and they learn how best to help you. The vendor is continuously looking for honest feedback about their tool and they use that information to design their product roadmaps.
Anders Malmsten | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Planview Enterprise is used cross the organization, in all divisions, for managing the portfolio of IT related projects. Thus both planned projects managed by portfolio managers and also on-going projects managed by project managers. It gives us both transparency on how we are planning to use the IT budget for the coming year but also a view of how the ongoing projects are progressing.
  • 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.
In a scenario in which there are limited funds and limited resources for the development of either products, applications or any other asset, Planview will support you in managing the budget and resources in order to plan and execute projects or other work. Planview has a holistic approach and is especially very strong in the financial aspects.
December 07, 2016

One Stop Shop!

Tony Morales, PMP, CSM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Here at Carestream, we use Planview Enterprise to help us manage our information technology projects, programs, and portfolios. We have been using Planview Enterprise since 2009, supporting over 1000 users across 17 time zones. Corporate IT users made up of project managers, relationship managers, operations infrastructure and applications IT finance users. IT runs typical IT portfolio projects reaching across all Carestream business areas. Healthcare Information Solutions supports all customer installations. Each install is set up as a separate project. Research and Development uses Planview Enterprise to manage R&D efforts and track strategies.
  • 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.
Planview Enterprise is suited for organizations that want transparent and accessible information about projects and portfolios. If organizations want to rely less on spreadsheets and multiple tools, Planview Enterprise provides a "one-stop-shop" for all aspects of project and portfolio management.
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