fantastic tool that delivers on promises
I use Planview to estimate workload and perform long term analysis when an effort might require new people. We also use this tool for …
Planview Portfolios
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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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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Planview unveils Planview Enterprise One, launching a new era of Work and Resource Management
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Product Details
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What is Planview Portfolios?
Planview Portfolios is an end-to-end 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: Manage Resources Effectively
- 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 & Resource Management
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 8.5.
The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
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Reviews and Ratings
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December 15, 2022
fantastic tool that delivers on promises
Score 9 out of 10
Vetted Review
Verified User
- easy to manage and learn
- fast onboarding and learning
- intuitive once you find the right paths
- i wish we could remove unnecessary tabs
Score 3 out of 10
Vetted Review
Verified User
- In my opinion it is very time consuming and has added a lot of additional work for PM's
- Like the capacity vs. demand report - however wish we could drill down to the project task level assignments and demands from this report as well, instead of having to pull different reports and try to match up
- From my experience, financials and effort actuals are never correct at any given time
October 04, 2021
An EA's best friend
- It allows us to pivot quickly to meet global changes
- Enables a more strategic manner of investment planning
October 04, 2021
Just one person's opinion
- Tracking time and expenses helps save money
- Schedule flexibility allows for better efficiency
- Occasional unknown changes on the server side have caused interruptions that cost man-hours in productivity
September 30, 2021
Planview makes us Plan-True, a PPM solution that towers among the greats
Score 10 out of 10
Vetted Review
Verified User
- It has allowed us to keep track of our Resource utilization, and spot when our colleagues are over/underworked, this can assist line managers in work distribution.
- Capacity Planning has vastly improved, planning for the next X number of years portfolio has become less of a hassle since no real argument for whether we have the resources to complete certain projects
- Significant insights into composition of the nature of projects
- Transparency on project risks impacting benefit realization
- Ability to prioritize initiatives for optimal benefit realization
February 25, 2020
Allows flexibility and visibility to key project needs
- Visibility to financial budgets.
- Accountability from all users for entering time.
January 18, 2020
Planview - The future of Agile centric Project Management!!
Score 8 out of 10
Vetted Review
Verified User
- Made project management more agile centric
- External spend and internal spend could be classified very easily
- The tool has been designed in such way that for organizations that have a project being funded by multiple departments a negative value could also be entered which made it more easy. The only catch here is when a negative value is being entered it needs to be enclosed in parenthesis
October 24, 2019
Planview is a reliable, complete, and easy to use PPM
- It improves project portfolio control, resource optimization and project planning.
- Help PM and team members to schedule their activities and increase internal culture.
October 23, 2019
Easy way to plan and view work
- Allowed for better tracking of projects and reporting.
- Allowed for easier send of work to different groups.
- Allowed for faster staff training, and lower staff cost as didn't need MS project staff. Less intimidating to others to use.
April 19, 2019
Planview Enterprise One: yep, it's worth it!
- It has improved Resource Management. We now consistently represent resource available-to-promise against operational commitments, other projects, q-end commitments, vacations, etc.
- It has improved our quality of forecasting. We now model project changes and future requests against available time and resources ("what-if" scenarios).
- It has improved our strategic focus. We now manage our projects from a program/portfolio point of view to ensure we are resourcing company strategic initiatives.
March 20, 2019
Solid Old Software that requires you change your ways and adapt to their way of doing things.
- We are still a little too early on to tell.
March 07, 2019
Let Planview Drive your business to Success
- For sure it has allowed us to more closely align business and technology components and concerns. Prior, we had no way of doing this well.
- We have a better handle on the time our employees spend in meetings. We have been able to provide more productive tasks.
March 07, 2019
Planview Enterprise One is a one-stop shop!
- Planview Enterprise One has helped us capture and monitor risks to help prevent and/or offset potential project delays.
- Allowed us to determine the cost of canceled projects.
- Has helped justify the need for additional resources through the use of resource capacity and utilization reports.
February 15, 2019
IT Project Manager's Planview Review
- Gives the overall project status within a Portfolio and as well across the portfolios.
January 18, 2019
Easy to customize/configure but customer support is non-existent
- We can not move forward with upgrades since our account representative will not call me back.
November 12, 2018
Analyst's Review of Planview
- Allows us to have one system for all projects executed at the enterprise
- Track total effort on all projects
- Track expenditure on projects
February 02, 2017
Why I recommend Planview Enterprise
Score 10 out of 10
Vetted Review
Verified User
- We haven't measured this yet, but are able to use Planview to automate many of the manual reports and things we have been doing.
- In week one of implementing time tracking, we had 82% compliance. As of week 4, we have 84% compliance.
January 20, 2017
Great for Data, if only the data wasn't garbage.
Score 5 out of 10
Vetted Review
Verified User
- Unable to provide - most of our data is garbage. Because of resource management, most users either take the easy way out and just submit their time to whatever project is easiest or just don't submit their time at all. If Planview (PVE) could make PVE easier to use, I sincerely believe our data would be better because users would not be so against it.
January 19, 2017
Enterprise PPM - tying it all together
Score 10 out of 10
Vetted Review
Verified User
- We have not utilized the tool long enough at this time to access ROI impacts.
Score 9 out of 10
Vetted Review
Verified User
- Prior to tracking all work and all resource effort within Planview Enterprise (PVE), the burden on our Finance department to provide accurate billing to our customers in our Shared Services business model was a heavy burden. With nearly all necessary data coming directly from PVE, the Financial Analysts have been able to redirect many man hours to other activities that provide value to our leadership.
- By using Web Services to import key data from a legacy system that cannot yet be fully retired into Planview Enterprise, we have been able to eliminate redundant business processes and provide a more complete data source for key business reporting.
- In 2017, we will be implementing a new design to our Rating configuration that will eliminate the need for external manual processes to accurately calculate cost across our diverse resource pool of Associate, Contractor, Onshore and Offshore.
December 07, 2016
Review of the Portfolio Management tool 'Planview'
Score 10 out of 10
Vetted Review
Verified User
- Overall our journey has just started and so far we have reached a better transparency of information. Both concerning the plan ahead and ongoing projects. Only this is well worth the effort.
December 07, 2016
One Stop Shop!
Score 8 out of 10
Vetted Review
Verified User
- Reduced the use of multiple tools and duplication of information. Eliminates duplicate systems of record.
- Better visibility into future capacity and demand.
- Planview support provides patch and updates release installs seamless to our users. Great response time on issue resolution.
December 06, 2016
Is Planview for You? My collective experience across two corporations and ten years of use
Score 10 out of 10
Vetted Review
Verified User
- I can't quote specific numbers, but, before our current installation of Planview, data would exist in multiple sources and was duplicated across the organization. It took practically a full FTE to produce monthly reports on cost and effort across the portfolio of work. Plus, with duplicate sources of "truth", much time was spent reconciling the data across the multiple sources and debating which was correct. Now, the data comes directly from a single source and anyone in the company can view it real time.
- The cost is not insignificant. If all a company needs is something to run project plans for a handful of projects, Planview is not for you. Planview is better suited for companies with multi-million dollar portfolios of work involving dozens or hundreds of resources. By getting that consolidated view into resource needs of the future, companies are able to make better strategic decisions around which projects to accept and which ones to defer or cancel.
September 26, 2016
Planview Enterprise - a commited relationship that goes both ways
- I don't have access to those numbers at this time. We've had Planview since 2003, so to speak to ROI impact before and after would be difficult.