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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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 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

Screenshot of Plan and balance your 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 and deliver outcomes that contribute profitability.Screenshot of Improve decision making with analytics and reporting.Screenshot of Roadmap your strategy for successful 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 Competitors

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 49)
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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
Joe Lamden, (MBCS) | TrustRadius Reviewer
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
Meena B | TrustRadius Reviewer
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
Brian Tharp, PMP | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • 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.
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Score 10 out of 10
Vetted Review
Verified User
  • 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.
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.
Sheri Millar | TrustRadius Reviewer
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

One Stop Shop!

Tony Morales, PMP, CSM | TrustRadius Reviewer
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.
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.
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