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- Tech Details
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.
- 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
|Deployment Types||On-premise, Software as a Service (SaaS), Cloud, or Web-Based|
|Operating Systems||Windows, Mac|
|Supported Countries||North America, South America, Europe, Asia, Australia|
|Supported Languages||English, French, German, Spanish, Chinese, Japanese|
- easy to manage and learn
- fast onboarding and learning
- intuitive once you find the right paths
- i wish we could remove unnecessary tabs
- 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
- It allows us to pivot quickly to meet global changes
- Enables a more strategic manner of investment planning
- 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
- 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
- Visibility to financial budgets.
- Accountability from all users for entering time.
- 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
- It improves project portfolio control, resource optimization and project planning.
- Help PM and team members to schedule their activities and increase internal culture.
- 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.
- 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.
- We are still a little too early on to tell.
- 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.
- 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.
- Gives the overall project status within a Portfolio and as well across the portfolios.
- We can not move forward with upgrades since our account representative will not call me back.
- Allows us to have one system for all projects executed at the enterprise
- Track total effort on all projects
- Track expenditure on projects
- 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.
- 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.
- We have not utilized the tool long enough at this time to access ROI impacts.
- 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.
- 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.
- 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.
- 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.
- 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.