Skip to main content
TrustRadius
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.

Read more
Recent Reviews

Planview Portfolios

9 out of 10
May 17, 2024
We started to use Planview Portfolios after migrating from Microsoft Project. There was a tremendous amount to not only learn but bring …
Continue reading

Planview Portfolios.

10 out of 10
May 16, 2024
Incentivized
We use Planview Portfolios as our project, portfolio management tool. We use Portfolios to manage both projects and portfolios. We also …
Continue reading

Planview Portfolios

8 out of 10
May 14, 2024
Incentivized
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 …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

View all pros & cons
Return to navigation

Pricing

View all pricing
Planview Portfolios

Planview Portfolios

N/A
Unavailable

What is Planview Portfolios?

Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

27 people also want pricing

Alternatives Pricing

Microsoft Project

Microsoft Project

$10
per user/per month
What is Microsoft Project?

Microsoft Project is a project management software. It provides core PM functionality, including agile workflow support and resource management. Project can be deployed in the cloud or on-premise.

Jira Software

Jira Software

$81.85
per month 10 users
What is Jira Software?

Jira Software is a project management tool from Atlassian, featuring an interactive timeline for mapping work items, dependencies, and releases, Scrum boards for agile teams, and out-of-the-box reports and dashboards.

Return to navigation

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 Integrations

Planview Portfolios Competitors

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

Planview Portfolios Downloadables

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 8.2.

The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(154)

Attribute Ratings

Reviews

(1-25 of 98)
Companies can't remove reviews or game the system. Here's why
May 17, 2024

What we needed... Planview Portfolios

LL
Larry Lee
Product Owner
McKesson (Health, Wellness and Fitness, 10,001+ employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
May 16, 2024

Planview Portfolios.

Verified User
Manager in Information Technology
Hospital & Health Care Company, 5001-10,000 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
May 16, 2024

Great Product and value for money.

Verified User
Manager in Engineering
Automotive Company, 10,001+ employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
May 15, 2024

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

Verified User
Manager in Information Technology
Biotechnology Company, 10,001+ employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
May 14, 2024

Good tool with lots of potential

MF
Maya Flowers
Technical Advisor
Dell Technologies (Computer & Network Security, 10,001+ employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
May 14, 2024

A robust enterprise-wide software solution for managing large organizations

Verified User
Program Manager in Research & Development
Health, Wellness and Fitness Company, 10,001+ employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview Portfolios is a powerful and highly flexible tool for managing a large and complex portfolio of projects, products, and business cases. It has the ability to manage granular permissions and finetune customization for a myriad of use cases. However, it is likely overly complex for smaller organizations that have simpler processes or structures in place and will cause more confusion if there are too many features that users will need to ignore.
November 17, 2023

My User Experience with Planview Portfolios

Apeksha Jain | TrustRadius Reviewer
Apeksha Jain
Hopital Manager
Kokilaben Dhirubhai Ambani Medical Research and Hopital (Hospital & Health Care, 1001-5000 employees)
Score 9 out of 10
Vetted Review
Verified User
Likelihood to Recommend
I work as a Hospital Manager and in our hospital we need various equipment and advanced machines that can diagnose the best and give us the best results so that we can analyse the patient's best possible condition. Getting new machines and types of equipment is not an easy task we need so many planning the funds for the projects and implementation of those machines can become challenging part if we don't have a proper roadmap of resource management, funds, vendors suppliers, etc. Here Planview Portfolio smartly computes the all data counts all the variables and gives us the best roadmap to follow it is very useful to get crucial projects in organizations. If the organization doesn't have multiple projects or they work in a monotonous way then this tool might not be the best option for them.
September 22, 2023

Strategic Planning - Meet your goals!

Verified User
Analyst in Information Technology
Information Technology & Services Company, 5001-10,000 employees
Score 9 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Great for resource management and strategic planning. Screens are easy to read, metrics are easy to create and dashboards are easy to navigate. Using Planview Portfolios was a huge change for us. We have found it simple to use and customize and found it easy to adjust our users to adopting this platform. Standardizing our metrics has enabled consistency across our organization and impacted our productivity in such a positive way.
September 14, 2023

Planview Portfolios in depth

Verified User
Analyst in Information Technology
Hospital & Health Care Company, 10,001+ employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Keeping track of time for each project seems well suited. Creating user accounts require a lot of clicking through different sections, feel that this could be a little bit easier. However pulling user accounts are no issue, having to navigate to the different areas seems tedious as to some time having to double click just to get to one section.
September 14, 2023

Planview Portfolios: Excellent product that stands out from the pack

MD
Martin Dean
Manager, Finance & Performance Management
Centene (Health, Wellness and Fitness, 5001-10,000 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
It is well suited for an impressive list of scenarios, but Planview needs to develop a more scalable, reliable, and robust capability for customers to routinely extract large volumes of data for enterprise-wide Business Intelligence needs.
September 14, 2023

Planview Portfolio for IT Program Management

Verified User
Program Manager in Information Technology
Hospital & Health Care Company, 10,001+ employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview Portfolios is well suited to organizing portfolios of programs and projects within the IT organization. It greatly aides our ability to align work (programs and projects) to strategic objectives and track progress toward benefits realization. When prioritizing these programs and projects, Planview Portfolios enables us to accurately evaluate priorities and resource capacity in order to make decisions about what projects and programs to execute
September 14, 2023

Planview Portfolios

Verified User
Manager in Information Technology
Medical Device Company, 10,001+ employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview Portfolios is great but it's a huge change after using SmartSheet for many years. It's pretty simple to learn but it takes the time and dedication to do so. The time tracking feature is fantastic to properly allocated resources to projects. Integrations to other tools takes time but that will definitely simplify the moving pieces.
September 14, 2023

Governance and Financial Management Insight Achieved

Verified User
Manager in Information Technology
Government Administration Company, 1001-5000 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Able to establish and execute governance of work. Resource utilization and leveraging of time reported to charge customers enables us to generate revenue to fund operations. Standardization of status reporting has enabled consistency across a large organization.
September 14, 2023

JK's review

Verified User
Manager in Information Technology
Information Technology & Services Company, 10,001+ employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
I think it's very well suited for Waterfall model projects and difficult to manage Agile projects. Please should come up with different templates for the Project creation.
Return to navigation