What we needed... Planview Portfolios
We use Planview Portfolios for high level project management, capacity management and some basic financial tracking. One of the issues we …
Planview PortfoliosFormerly 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.
Recent Reviews
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Senior Analyst IT
Southern Glazer's Wine and Spirits (Food & Beverages, 10,001+ employees)
Pricing
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What is Planview Portfolios?
Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.
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- No setup fee
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- Premium Consulting/Integration Services
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Alternatives Pricing
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Product Details
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- Competitors
- Tech Details
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What is Planview Portfolios?
Planview Portfolios is a project portfolio management and enterprise architecture management tool provided by Planview, Inc., located in Austin, TX. It includes two components: Portfolio and Resource Management (formerly Planview Enterprise), and Capability and Technology Management (formerly Troux). The platform is available as a cloud-based or on-premise service.
Portfolio and Resource Management (formerly Planview Enterprise) connects strategy to execution by improving decision making across the enterprise, including product development, IT, and services. By integrating planning and execution, it enables organizations to prioritize their portfolios, balance organizational capacity against demand, link plans and resources to project execution, and manage the underlying financials of the entire process.
Capability and Technology Management (formerly Troux) is designed to drive business outcomes by connecting technology with business context. The vendor says this enables IT leaders to advance business strategies and capabilities by making better decisions about application and technology portfolios. According to the vendor, the module’s data model and visualizations, combined with deep domain expertise in application and technology management, enable customers to achieve shorter time to value and to better communicate the business value of IT.
Planview Portfolios Features
- Supported: Resource Management
- Supported: Actuals: Understand Projected Versus Actuals
- Supported: In-Application Views and Reports
- Supported: Strategic Planning
- Supported: Analytics and Reporting
- Supported: Investment Prioritization
- Supported: Scenario Modeling
- Supported: Impact Analysis
- Supported: Capacity Planning
Planview Portfolios Screenshots
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 Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Mac |
| Mobile Application | No |
| Supported Countries | North America, South America, Europe, Asia, Australia |
| Supported Languages | English, 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.
Reviewers rate Implementation Rating highest, with a score of 8.2.
The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
Comparisons
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Reviews and Ratings
(154)Attribute Ratings
- 8.2Likelihood to Renew
- 7.3Availability
- 7.3Performance
- 7.7Usability
- 7.9Support Rating
- 6.4Online Training
- 6.4In-Person Training
- 8.2Implementation Rating
- 7.3Configurability
- 7.3Product Scalability
- 5.5Vendor pre-sale
- 4.5Vendor post-sale
- 8.2Planview PPM Pro Configurability
- 5.5Professional Services
- 6.4Contract Terms and Pricing Model
Reviews
(1-25 of 92)Companies can't remove reviews or game the system. Here's why
May 17, 2024
What we needed... Planview Portfolios
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.
May 17, 2024
Planview Portfolios
Score 9 out of 10
Vetted Review
Verified User
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.
May 16, 2024
Planview Portfolios Review
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.
May 16, 2024
Planview Portfolios.
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.
May 16, 2024
Great Product and value for money.
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.
May 15, 2024
Planview Portfolios - great for large organizations with existing Project Management expertise.
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!
May 14, 2024
Planview Review
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.
May 14, 2024
Good tool with lots of potential
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.
May 14, 2024
Deliver on Strategic Goals
We use Planview Portfolios to deliver on our organization strategic plan, team capacity planning.
May 14, 2024
Planview Portfolios
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.
Planview Portfolios is used for work management, scheduling and milestone communication, resource management, and financial planning across multiple departments to create an enterprise-wide picture of the health of the organization. We use it to track and communicate key items to stakeholders around the organization and automate reporting of that information.
November 17, 2023
My User Experience with Planview Portfolios
Score 9 out of 10
Vetted Review
Verified User
It is one of the most important tools for the planning and implementation of any project in the organization. In a multispeciality hospital we need to drive- strategy delivery while maintaining strategic portfolio planning capabilities. This robust tool helps us to plan various health projects and technological advancements and translate the planning into delivery on our cross-functional scale with a clear roadmap. It connects with our investments, outcomes, business capabilities, and finances ultimately building a robust plan without any failure operational tools can be helpful to any organization that deals with multiple projects and wants to bring technological advancements for growth.
September 22, 2023
Strategic Planning - Meet your goals!
Score 9 out of 10
Vetted Review
Verified User
We use Planview Portfolios to manage all of our IT projects. We leverage metrics to forecast capacity and needs and also how we are prioritizing these projects. Before using Planview Portfolios we managed our portfolios on several different platforms to cover all of our needs. Planview Portfolios is a one stop shop for managing resource, projects, financial aspect and tasks. We are incredibly pleased with how it has worked for us.
September 14, 2023
Planview Portfolios in depth
I am a Planview Portfolios admin for my company. I create user accounts, terminate accounts, and run audits. I am part of running the business making sure accounts are in Planview correctly and making sure our audits are correct. I also complete the weekly timesheets within Planview Portfolios to track what it is that I work on.
September 14, 2023
Planview Portfolios: Excellent product that stands out from the pack
Strategic Portfolio Management and Project Portfolio Management. Enterprise scope.
September 14, 2023
Planview Portfolio for IT Program Management
We use Planview Portfolios to manage IT projects and programs, specifically for resource management. We leverage reporting from Planview Portfolio to forecast resource capacity and needs for projects, and for project/program prioritization.
September 14, 2023
Outrageous Fan of PV
I offer support to end user of Planview. I work with the Product Owner with prioritizing the backlog. I work with our Development Team on releases.
September 14, 2023
New to Portfolios but not Planview!
Business' Intake. Project status. Resourcing and time keeping. Portfolio Management.
September 14, 2023
Planview Portfolios
The organization uses Planview Portfolios to manage projects and resources. Being able to track resource capacity is a huge win. We can quickly see over and under utilized resources due to time management capabilities in the tool. It helps to spread the workload across multiple projects so there should never be too much demand on an individual.
September 14, 2023
Governance and Financial Management Insight Achieved
Use for managing IT initiatives
September 14, 2023
Review
we use Planview Portfolios to manage the 5 year rolling capital plan. Centralized location for all projects, forecasts and strategic alignment.
September 14, 2023
Portfolios visibility and flexibility
I manage the new project requests in the Request module, dispatch those efforts to the Work module. Then manage the process of sequencing the Pipeline work until it is moved to active and assigned to a PM. I build portfolios for reporting and help other teams build portfolios for visibility to efforts that their team owns or impacts their teams.
September 14, 2023
JK's review
We use Planview Portfolios to manage all the Project budget and the approvals workflow. We have users from different segments and locations and we configure Planview Portfolios based on their need. We generate multiple financial info reports using Planview Portfolios.
September 14, 2023
Analyze This!
Project and Financial Mgt along with Time Keeping efforts. Performance is a number one issue.
September 14, 2023
Planview Portfolios CTM review
We make extensive use of Planview Portfolios and specifically CTM to track applications and information across our enterprise.