Planview Portfolios

Planview Portfolios
Formerly Planview Enterprise One

Score 5.1 out of 10
Planview Portfolios

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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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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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.

Entry-level set up fee?

  • No setup fee

Offerings

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

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What is Smartsheet?

Smartsheet is an online project management and collaboration tool. It includes automated alerts, instantaneous updating and sharing across team members, resource management, nested tasks organized in a hierarchy, a Gantt chart view, exportable and automated reports, and integration with email.

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Product Demos

Planview unveils Planview Enterprise One, launching a new era of Work and Resource Management
04:20
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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 monday.com 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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Comparisons

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Reviews

(1-25 of 51)
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Score 3 out of 10
Vetted Review
Verified User
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
October 04, 2021

An EA's best friend

Dustin Thomas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Joe Lamden, (MBCS) | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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
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
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
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
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.
Brian Tharp, PMP | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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
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
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
  • 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.
James R. Parker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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
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.
Anders Malmsten | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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
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.
Score 10 out of 10
Vetted Review
Verified User
Planview works well for large, well defined projects that follow a waterfall or iterative methodology with resourcing needs across various areas within the company or division. Though it does have support for Agile, it is not an Agile project management tool. For companies using Agile, there are other tools specifically designed to support that methodology. Planview can interface with these tools so you can have single view into an organization's capacity and demand management. The tool also requires a fair amount of discipline at a corporate level. The company needs to make a commitment to fully embrace the tool in order to receive the maximum benefit.
Dawn Acosta | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Planview is best suited for larger organizations. It is simply too much tool for smaller ones. (Thus the purchase of Innotas this year.)

The budget module and financial capabilities were the reason we chose Planview many years ago and continues to be a strong part of the tool, especially with the improvements in version 12.0.

I have been impressed with Planview's ability to move the tool forward as the world and project management needs change. They are very good about listening to customer complaints/pain points and address them as quickly as possible in such a large application.

We have also been successful in using the tool in some unconventional ways, specifically in areas where the users have no desire to report time. Planview provides consultants that enable you to think out of the box and use the capabilities of tiles and other things to bring value in new ways.

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