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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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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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Product Demos

Solution Demonstration: Strategic Portfolio Management

info.planview.com
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Product Details

What is Planview Portfolios?

Planview Portfolios helps organizations automate, scale, and adapt strategic portfolio and project portfolio management processes. The software helps executives, finance and strategy, and portfolio management leaders to improve speed-to-value and market responsiveness, increase confidence in strategic investments, and unlock organizational capacity for priority initiatives working with Planview. The solutions connect strategy to outcomes by combining business and technology planning to optimize funding and resource capacity, provide end-to-end visibility, track actuals, and accelerate strategic execution.

Key Capabilities

  • Strategic Alignment: Cascade and roll up objectives and key results (OKRs) in the systems where work gets done to ensure strategy informs execution and vice versa

  • End-to-End Visibility: Analyze performance data across the organization to measure the success of strategic initiatives with key performance indicators and make timely decisions to ensure outcome realization.

  • Dynamic Planning and Funding: Use scenario modeling to visualize trade-offs, reprioritize, and fund strategic investments incrementally based on quantifiable business outcomes.

  • Flexible Capacity Planning: Ensure programs, investments, and staffing levels are balanced against capacity, taking dependencies into account to avoid costly decisions resulting in delays, duplicate efforts, or rework.

  • Connected Technology Strategy: Align technology investments with strategic priorities to enable digital initiatives, realize modernization, and advance business capabilities.

  • Adaptive Program Management: Manage dependencies, track progress, and mitigate risk by integrating top-down financial and capacity planning, roadmaps, and cross-functional delivery teams.


An SPM Ecosystem

Planview Portfolios can become a system of insights by connecting with common enterprise systems. It works in conjunction with core business CRM, IT, financial, HR, software delivery, and work management systems.


A Partner for Better Business Outcomes

Planview has offered strategic portfolio and project portfolio management software for over 30 years. The Planview platform provides a comprehensive set of capabilities to support organizations at any stage of the SPM maturity journey.

Planview Portfolios Features

  • Supported: Resource Management
  • Supported: Capacity Planning
  • Supported: Portfolio Funding and Prioritization
  • Supported: Scenario Modeling and What-If Analysis
  • Supported: Financial Planning & Management
  • Supported: Hybrid Strategy Execution
  • Supported: Roadmapping
  • Supported: Dependency Management
  • Supported: Changes, Risks, and Issues
  • Supported: Objectives and Key Results
  • Supported: Generative AI Assistant
  • Supported: Analytics and Reporting
  • Supported: Actuals: Understand Projected Versus Actuals
  • Supported: In-Application Views and Reports
  • Supported: Strategic Planning
  • Supported: Impact Analysis
  • Supported: Widget-based Navigation

Planview Portfolios Screenshots

Screenshot of END to END VISIBILITY: Planview offers complete visibility across all strategic endeavors, the status, spend, and progress. This gives organizations a connected view of how all initiatives are tracking without having to manage disparate teams and tools.Screenshot of SCENARIO ANALYSIS: Unlike strategic portfolio management solutions that only allow users to create different plans and manually compare them, Planview users can compare plans, analyze investment trade-offs, and prioritize investments across different types of portfolios to ensure delivery of the best outcomes. This helps users to ensure the organization's capacity and investments are aligned to the highest priority initiatives.Screenshot of PERSONALIZED USER EXPERIENCE: Planview can create unique, real-time views based on a job and the status, progress, and other data-oriented use cases. As a result, it can pinpoint where to focus, issues to address, and risks to mitigate in a single view.Screenshot of DYNAMIC PLANNING AND FUNDING: Unlike applications that do not allow for the reprioritization of in-flight initiatives, with Planview you can pivot plans and key priorities at any time, and continue planning as needed based on your organizational strategies and goals. As a result, you get a portfolio mix of investments, initiatives, products, and projects that meet stakeholder and customer expectations.Screenshot of GENERATIVE AI ASSISTANT: Unlike other AI Copilots, Planview Copilot taps into decades of Planview knowledge and learnings from thousands of Planview customers to glean insights, derive recommendations based on best practices, and inform strategic decisions. It connects data across project and product initiatives to help you understand insights from all parts of your organization – and it does this using a natural language interface. As a result, you can surface previously hidden insights, identify delivery risks, and act in seconds.

Planview Portfolios Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationApple iOS, Android
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.

Broadcom Clarity, Cora, and ServiceNow Strategic Portfolio Management 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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Comparisons

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Reviews From Top Reviewers

(1-5 of 113)

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
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.

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
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.

Ambitious Product

Rating: 7 out of 10
July 22, 2024
DN
Vetted Review
Verified User
Planview Portfolios
1 year of experience
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.

Planview Portfolios

Rating: 9 out of 10
June 11, 2024
ES
Vetted Review
Verified User
Planview Portfolios
2 years of experience
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.
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