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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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Recent Reviews

Planview Portfolios

7 out of 10
September 14, 2023
Incentivized
The organization uses Planview Portfolios to manage projects and resources. Being able to track resource capacity is a huge win. We can …
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Review

7 out of 10
September 14, 2023
Incentivized
we use Planview Portfolios to manage the 5 year rolling capital plan. Centralized location for all projects, forecasts and strategic …
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JK's review

9 out of 10
September 14, 2023
Incentivized
We use Planview Portfolios to manage all the Project budget and the approvals workflow. We have users from different segments and …
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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

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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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Alternatives Pricing

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.

What is Wrike?

Wrike is a project management and collaboration software. This solution connects tasks, discussions, and emails to the user’s project plan. Wrike is optimized for agile workflows and aims to help resolve data silos, poor visibility into work status, and missed deadlines and project failures.

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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 Support Rating highest, with a score of 9.1.

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

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Reviews and Ratings

(144)

Attribute Ratings

Reviews

(1-25 of 93)
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Apeksha Jain | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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

Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
September 14, 2023

JK's review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
September 14, 2023

Great tool!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Best used to see overall project status and view financial information. I think resource and capacity management could be improved and made more user friendly.
John Stewart | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It has now become the Tool of choice for the Digital Directorate of the Scottish Government. as such we are keen to encourage the uptake and use of Planview Portfolios. This will in turn allow us to report back to SLT/SMT and paint an accurate representation of workload, budget and time as well as identifying resourcing requirements within the directorate.
September 14, 2023

I'm excited for the future!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
I think areas where the information is great is looking high level at Projects, I think we are just not using the platform at its highest level and really need additional information on how it is best suited to our Org. There are other areas where it will definitely be beneficial for resource and capacity planning.
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