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 45)
Companies can't remove reviews or game the system. Here's why
October 04, 2021

An EA's best friend

Dustin Thomas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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 space where I used and worked as an administrator for the platform, formerly called Troux. We used Troux from the 9.x version and upgrade into 12. We were using this platform to get our arms around the ever-growing application portfolio. There were many unknowns, including application TCO, health and risk. We found instances of investment to applications that were planned for sunsetting, and this platform allowed us to redirect. It provided a snapshot into the health of our application portfolio as well, allowing for us to better plan future investment and mitigate risk.
Joe Lamden, (MBCS) | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Currently, in Allianz Insurance, we use PV to manage our inflight projects through a gated waterfall approach with an active desire to explore Leankit Agile functionalities, we use the Financial management elements to track ongoing project costs and how those actuals vary against the forecasts made initially, allowing us to easily pick out financial variances with little to no effort, this allows us to spot which PMs need to provide variance commentary. we also have recently refined the way we track Risks, Issues and Changes by both implementing the out-of-the-box feilds and alternate structures, as well as adding our own custom fields to taylor the informtation gathering to our company's internal process requirements. this gives us very rich information on where our priorities should lie when mitigating risks before escalating to issues, and where we should be raising change requests to get projects back on track and revisions to their resources. Planview is currently used mainly within our UK and Germany delivery organisations and subsiqently used by our practice leads to perform resource management tasks, such as requirement approval and creating allocations on projects, however, in previous organisations, i have also seen PV work effectivly with dedicated departmental resource managers. with the use of resource portfolios, resource management and capacity planning becomes a walk in the park, and living in a day and age where flexible working has become the norm and mental health has become far more important than ever, tracking individual resource utilisation from a singluar page is a line manager/resource managers dream. Planview really ticks all the boxes.
Score 9 out of 10
Vetted Review
Verified User
Planview Enterprise One is used across our Enterprise to capture insights into RBC's total investment in its initiative portfolio, helping us manage both investment and execution risk while also ensuring optimal value realization.
Pamela Rayborn | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use Planview's time reporting functionality along with financial management, project management, some resource management and requests. Requests are used as a way for users to request help on issues. Financial management is used heavily by our Finance department to help manage development projects.
Meena B | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Planview is the sole Project and resource management tool in our organization. It is largely used by the PMO team to plan projects, add tasks and budget and reconciliation of external and internal spend. The rest of the employees use it to report time. Coming from an organization whose main revenue comes from staffing Planview plays a cruicial role in determining time allocations, resource allocations and budget allocations as well. One of the most useful feature is automatic reconciliation of budget.
Marco De Angelis | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Planview is used by the IT department for project portfolio management, project management, and timesheets. By planning each project and the required resources needed, we can optimize the execution and identify risks in advance. The project managers have an easy and complete tool to track project status and support organization decisions.
Mike Narumiya | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
It is used primarily by the technology based groups, but used by others as tasks are assigned to them. It helps solve accountability by department leaders of understanding when tasks are being bottlenecked by a specific group. In addition, it helps allocate resources are look for efficiencies in certain areas that are receiving additional tasks.
Brian Tharp, PMP | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Planview Enterprise One is being used for project, portfolio and resource management for IT. The users are strictly within IT, but resources managed within include all of IT plus the business resources that participate in and contribute to projects. It serves as our primary system of record for all IT project work and primarily addresses the historical problem of the organization taking on too much work without taking into account the resources required to do the work. By availing capacity and utilization data captured in PVE, the organization is better informed, makes smarter decisions and focuses on the most critical strategic projects and outcomes.
Score 9 out of 10
Vetted Review
Verified User
We are using this product across our entire organization on a global basis. We use it for project planning and timesheets, as well as collaborative work management. This assists us in planning future projects as well as accounting for project time for ongoing project endeavors.
Score 10 out of 10
Vetted Review
Verified User
Planview Enterprise One is used across the whole organization, primarily for project and resource management. We currently have over 8k projects and 1,000 users which are made up of project managers, team members, and senior management. Planview Enterprise One solves our need for a central location for all project management. It enables us to run various reports for delays to capture risks, issues, and changes, along with health. We also have an interface with Salesforce, consisting of a bi-directional data feed. The use of MS Power BI allows us to customize reports and make them available in a user-friendly analytic tile, or through the mobile app.
Score 8 out of 10
Vetted Review
Verified User
[We're] Using it as a project/portfolio management tool within the IT department. It has a very simple user interface, and self-explanatory screens/tabs. Project search capability using filters and bookmarks is nice. Task level administration for actual vs. expected % of completions is helpful. It's good for assigning resources at the task level for billing purposes. Reporting modules, with all the RGB statuses of various projects, are in one place at the portfolio level. Project's weight-age [are available] by portfolio for prioritization and funding approval.
Score 6 out of 10
Vetted Review
Verified User
  • Tracks project plans with a defined schedule and milestones.
  • Monitors project financial data to understand fiscal health.
  • Aligns project goals and measures to desired outcomes.
  • Identifies faculty/staff participation by institution, college, department.
  • Delivers quick access to institution-specific project data.
Martin Monteiro | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Planview Enterprise is being used by our IT extensively for time tracking. They plan to use the project management and request management in the future. Some of the departments that use Planview Enterprise for project tracking include Research, Space & Facilities Planning and Internal Audit.
Cheryl Bass | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We are using Planview to manage all IT resources and committee funded projects. We have roughly 900 resources in the tool. We are using it to manage project financials and status reporting, manage resource demand and capacity and to make decisions around our portfolio of projects and what gets approved and when.
James R. Parker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We have implmented PVE across a division within the company. Our objective is to make informed decisions faster and to improve predictability of our NPD projects. We also are attempting to increase consistency in our global processes for executing work within the division.
Sheri Millar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Planview Enterprise (PVE) is currently being used across our entire organization. Every resource, associate and contractor, is required to record their daily effort into the PVE timesheet. The only exception is for Executive level resources. Both project (billable and non-billable) work and non-project work are tracked to provide utilization data, as well as the raw data that feeds the Billing process and verification of vendor invoices. Although all work/projects live in PVE, we are not currently requiring traditional Project Management practices to be performed in PVE by our PMs, however some do. Currently, our projects funded by the Development Budget are tracked with more rigor and also require the PM to provide accurate forecasting data in the Financial Planning area of PVE. Resource Management practices of tracking and balancing role-based demand with supply is just emerging into our use of PVE. Efforts continue to implement enterprise-wide practices in this area to allow better management oversight with less manual tracking in outside data sources.
Anders Malmsten | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Planview Enterprise is used cross the organization, in all divisions, for managing the portfolio of IT related projects. Thus both planned projects managed by portfolio managers and also on-going projects managed by project managers. It gives us both transparency on how we are planning to use the IT budget for the coming year but also a view of how the ongoing projects are progressing.
December 07, 2016

One Stop Shop!

Tony Morales, PMP, CSM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Here at Carestream, we use Planview Enterprise to help us manage our information technology projects, programs, and portfolios. We have been using Planview Enterprise since 2009, supporting over 1000 users across 17 time zones. Corporate IT users made up of project managers, relationship managers, operations infrastructure and applications IT finance users. IT runs typical IT portfolio projects reaching across all Carestream business areas. Healthcare Information Solutions supports all customer installations. Each install is set up as a separate project. Research and Development uses Planview Enterprise to manage R&D efforts and track strategies.
Score 10 out of 10
Vetted Review
Verified User
Planview is being used by our IT organization and our business unit that manages customer installations. For IT, it helps manage our portfolio of projects and the resources used to execute those projects. The tools give us visibility into our capacity and demand management needs and lets us forecast our resource and investment needs. We are also able to manage programs and portfolios consisting of multiple projects. For our business unit handling customer installations, the tool captures the quote and tracks the labor and cost associated with each installation. As we perform the installation, we also able to forecast the effort and cost needed to complete the install and see how it aligns with the quote.
Dawn Acosta | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Planview Enterprise is used by our IT organization to track total project costs and manage project budgets, schedules and resources. In addition IT uses it for resource utilization and resource capacity planning. IT also uses it for program management and is in the early stages of investment planning. Non-project work is also tracked in Planview and 90% of resources report time.

Planview Enterprise is also used in our product areas. We have Product Management groups who have project managers that manage the product delivery schedules for various product lines. However in these organizations, only the project managers themselves track time to high-level budgets.

Our product areas use the Request module for a process called "Customer Special Requests". These involve a sophisticated lifecycle that notifies users and allows them to vote on whether their area can meet the requirements of a special request. The requester then reviews the responses and determines whether the request can be delivered. In some areas this request is then dispatched into a work and other areas it is not.

The Visual Merchandising Organizations use Planview for project intake via the Request tab where Lifecycles notify users by email of next steps needed in the approval process. These request are then dispatched into work.

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