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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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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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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 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 8.7.

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

(178)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Visibility Enhancement: Users have praised the system for providing clear visibility into their work and resources, allowing for better organization and decision-making processes. This enhanced visibility ensures that users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency.

Robust System Performance: Reviewers have consistently highlighted the system's robust performance in meeting their various work requirements effectively and efficiently. The system's stability and reliability contribute to a seamless user experience, enabling users to focus on their tasks without disruptions.

Comprehensive Resource Management Capabilities: Customers appreciate the wide range of resource management features offered by the system, including tracking financials, monitoring productivity, and planning future work based on resource availability. This comprehensive set of tools empowers users to allocate resources strategically, analyze costs accurately, and align project timelines with available resources seamlessly.

Information Overload: Users have expressed feeling overwhelmed by the amount of information presented, leading to a sense of information overload and hindering efficient decision-making processes. This challenge can result in delays in task completion and potential errors due to the excessive data load.

Outdated User Interface: Many reviewers have mentioned that the user interface is outdated and in need of modernization, affecting user satisfaction and potentially limiting productivity. The lack of a more contemporary design may impede user engagement and make navigation less intuitive.

Complex Field Adjustment: Users find it cumbersome to adjust established fields and create new ones due to the system's complexity, resulting in difficulties in customization and adding flexibility to meet specific business needs. This complexity can lead to frustration among users trying to tailor the system to their requirements efficiently.

Reviews

(1-25 of 107)
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Ambitious Product

Rating: 7 out of 10
July 22, 2024
DN
Vetted Review
Verified User
Planview Portfolios
1 year of experience
We use Planview Portfolios as a central hub for all strategy work in the organization, and we are migrating all operational work over at this time.

Enterprise-wide project management, portfolio management, resource management and reporting tool

Rating: 9 out of 10
July 16, 2024
Verified User
Vetted Review
Verified User
Planview Portfolios
2 years of experience
Planview Portfolios ensures governance decision auditability by incorporating embedded workflows, approvals management, and key document retention supporting a single configured delivery lifecycle. Additionally, Planview Portfolios serves as [...] primary tool for project financial management, providing accountability and rigor throughout the organization.

Great Product and value for money.

Rating: 10 out of 10
July 09, 2024
Verified User
Vetted Review
Verified User
Planview Portfolios
10 years of experience
We are using Portfolios for Portfolio and Resource Management (PRM). Planview Portfolios has helped us define a governance process around our initiatives and work to help ensure we are on track. We also have our Resources in Planview; hence, we have a clear visibility of demand in the pipeline vs. the capacity we have in the Organization.

Planview Portfolios helping to drive connected work.

Rating: 10 out of 10
July 01, 2024
Verified User
Vetted Review
Verified User
Planview Portfolios
5 years of experience
We use Planview Portfolios to manage our portfolio of Digital projects across the organisation. The key business problems we are trying to solve are around gaining visibility of all Demand across the organisation and how this feeds through into a prioritised portfolio of deliverable work.

We have leveraged the tool to provide a consistent approach to capturing / defining work and planning key milestones, capturing delivery risks and resources/roles required to deliver the programme.

Planview Portfolios - Strategic Planning

Rating: 9 out of 10
June 27, 2024
Verified User
Vetted Review
Verified User
Planview Portfolios
3 years of experience
Planview Portfolios is the one source of the truth for our Strategic Planning and Execution Process. By using Portfolios to capture and share information regarding our strategic initiatives, we are able to all share in the same knowledge and discuss accurate and timely information when working through our planning processes.

Beautiful Journey with Portfolios

Rating: 8 out of 10
June 19, 2024
Verified User
Vetted Review
Verified User
Planview Portfolios
2 years of experience
Planview Portfolios is a pivotal solution which is being leveraged by our team. Every single, idea (prospective Project) and project pipeline, timelines, approvals etc, are all managed in the portfolios.

Second, my used feature is the dashboarding and reporting capabilities and adaptability. We are extensively using power bi to showcase trends and we even created a forecast model to identify the next financial year's workload.

Portfolios supports multiple use cases for 24/7 global manufacturer.

Rating: 9 out of 10
June 17, 2024
JP
Vetted Review
Verified User
Planview Portfolios
4 years of experience
We use Portfolios for capital portfolio optimization, reporting and analytics, and enterprise project and portfolio management. We integrate it with our ERP systems and with Planview AgilePlace and Projectplace for multiple use cases/processes.

Planview Portfolios.

Rating: 9 out of 10
June 17, 2024
Verified User
Vetted Review
Verified User
Planview Portfolios
4 years of experience
We use Planview Portfolios for managing all Capital and most Expense Projects including annual planning, ongoing execution, resource management, and financial data forecasting and actuals tracking.

Planview Portfolios Review - Data Analyst/Administrator Perspective.

Rating: 6 out of 10
June 11, 2024
Verified User
Vetted Review
Verified User
Planview Portfolios
2 years of experience
Our organization uses Planview Portfolios to manage our IT project portfolio. The platform allows our organization to better manage and schedule upcoming work and make decisions based on our IT budget and the capacity of our workforce. Portfolios are also used to determine project prioritization.

Enables companies to increase their use as business processes mature.

Rating: 7 out of 10
June 11, 2024
PS
Vetted Review
Verified User
Planview Portfolios
10 years of experience
We use Planview Portfolios to manage the following: * Manage effort estimates and actuals against projects * Project Financial Management * Resource Management * Support requests to the Planview Support team.

Planview Portfolios

Rating: 9 out of 10
June 11, 2024
ES
Vetted Review
Verified User
Planview Portfolios
2 years of experience
We use Planview Portfolios enterprise wide in our global organization. We use this tool for Project Management, Financial Managment, Demand and Resource Management, time tracking, and billing. This tool allows us to have all of our information in one place and coordinates with other tools for project management such as Project Place.

90% Happy with Planview Portfolios

Rating: 8 out of 10
June 10, 2024
Verified User
Vetted Review
Verified User
Planview Portfolios
2 years of experience
We use Planview Portfolios for our overall Project, Resource and Financial Management. Planview Portfolios is used from the initial idea until the project closure.
We use all available modules in Planview Portfolios (Work, Outcomes, Planning, Releases, Strategies).
Planview Portfolios gives us a single source of truth for all our Projects. As a result, it provides a huge transparency.

Solid Portfolio Management Tool

Rating: 10 out of 10
June 10, 2024
AG
Vetted Review
Verified User
Planview Portfolios
2 years of experience
Planview Portfolios is used as our single sources of truth for Strategy implementation through change and our capital investment planning system.
We manage our entire investment portfolio using the ICP functionality of around 14k projects. when it comes t execution all projects are gated and controlled in Planview Portfolios and project progression is monitored using resource data through allocation and time sheeting. Financial management is done through integration with our core financial systems. With that we have replaced a raft of Excel sheets, bespoke databases and manual interventions and significantly speed up decision processes.

What we needed... Planview Portfolios

Rating: 10 out of 10
May 17, 2024
LL
Vetted Review
Verified User
Planview Portfolios
1 year of experience
We use Planview Portfolios for high level project management, capacity management and some basic financial tracking. One of the issues we have faced over the years is the ability to have capacity management and project management in one place, managed together, not just linked together but managed together. We have hundreds of projects with hundreds of managers, engineers, outside service workers and others working to achieve our goals and it has been a real challenge to get that big picture we need for future planning not just the short term management. I feel like we now have a way to really understand our technology development eco system in a way we have not had before. As we get even more involved with Portfolios and the other tools in the Planview Suite I’m sure the insights we will glean will be invaluable to our continued success.

Planview Portfolios

Rating: 9 out of 10
May 17, 2024
JP
Vetted Review
Verified User
Planview Portfolios
1 year of experience
We started to use Planview Portfolios after migrating from Microsoft Project. There was a tremendous amount to not only learn but bring together and make it manageable to then teach the rest of the enterprise team. During the Planview Ambassador training provided, we received tremendous support to better understand the impact of Resource Capacity, Financial reports, and the workflow of the solution which has helped out organization get better insights on project work and impacts.

Planview Portfolios Review

Rating: 9 out of 10
May 16, 2024
Verified User
Vetted Review
Verified User
Planview Portfolios
12 years of experience
Portfolios are being rolled out to the entire business, not just a single department. It will allow better visibility into projects and financials, increased productivity, and connectivity across our business.

Planview Portfolios.

Rating: 10 out of 10
May 16, 2024
Verified User
Vetted Review
Verified User
Planview Portfolios
9 years of experience
We use Planview Portfolios as our project, portfolio management tool. We use Portfolios to manage both projects and portfolios. We also use the reporting functionality to allow us to manage and report on all of our projects and portfolios throughout the enterprise. We also use the financial screen to manage our project and portfolio budgets and compare with actual/forecasts to identify variances to enable to stay within budget. We plan to connect Portfolios with AgilePlace next month for a connected solution.

Planview Portfolios - great for large organizations with existing Project Management expertise.

Rating: 8 out of 10
May 15, 2024
Verified User
Vetted Review
Verified User
Planview Portfolios
3 years of experience
Planview Portfolios allowed us to see all of our work across a truly global, large, complex IT organization for the first time. The value it has created has been enormous so much so that we have other functions within the organization desperate to join the IT teams in using its capabilities! It's resulted in my team being very busy!

Planview Review

Rating: 9 out of 10
May 14, 2024
HD
Vetted Review
Verified User
Planview Portfolios
6 years of experience
Portfolios is used to support our NPD (New Product Development) process. It used as governance to determine when new projects can be approved. It is also used for execution of the project to create the schedule and tracking of milestones. Portfolios is also used to understand and track resource capacity.

Good tool with lots of potential

Rating: 10 out of 10
May 14, 2024
MF
Vetted Review
Verified User
Planview Portfolios
8 years of experience
I currently use Planview Portfolios in a system administrator capacity. I help our users understand Planview capabilities that can help solve their project/program management needs. At the moment our users are looking for solutions to give leadership an idea of what efforts are occurring and who is managing them. In the near future that will expand to the resources delivery that work for those efforts and the costs associated to deliver. The product has already solved for getting project data into the tool and who is managing those projects. It has also helped align those efforts to company/leadership strategies. With a very large organization with anywhere from 700+ projects going at one time, reporting is a key deliverable our teams are looking to Planview for once data enters into the tool. We are currently up and running with reporting options but do feel they could be expanded.

Planview Portfolios

Rating: 8 out of 10
May 14, 2024
Verified User
Vetted Review
Verified User
Planview Portfolios
7 years of experience
We have used Planview to manage a product portfolio and time tracking for a number of years but are excited about the changes that they have made to support digital transformation and connecting work to a broader use.
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