My User Experience with Planview Portfolios
It is one of the most important tools for the planning and implementation of any project in the organization. In a multispeciality …
Planview PortfoliosFormerly 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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Hopital Manager
Kokilaben Dhirubhai Ambani Medical Research and Hopital (Hospital & Health Care, 1001-5000 employees)
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.
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- No setup fee
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Product Details
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- Integrations
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- Tech Details
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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
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 Support Rating highest, with a score of 9.1.
The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
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Reviews and Ratings
(144)Attribute Ratings
Reviews
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November 17, 2023
My User Experience with Planview Portfolios
Score 9 out of 10
Vetted Review
Verified User
It is one of the most important tools for the planning and implementation of any project in the organization. In a multispeciality hospital we need to drive- strategy delivery while maintaining strategic portfolio planning capabilities. This robust tool helps us to plan various health projects and technological advancements and translate the planning into delivery on our cross-functional scale with a clear roadmap. It connects with our investments, outcomes, business capabilities, and finances ultimately building a robust plan without any failure operational tools can be helpful to any organization that deals with multiple projects and wants to bring technological advancements for growth.
September 22, 2023
Strategic Planning - Meet your goals!
Score 9 out of 10
Vetted Review
Verified User
We use Planview Portfolios to manage all of our IT projects. We leverage metrics to forecast capacity and needs and also how we are prioritizing these projects. Before using Planview Portfolios we managed our portfolios on several different platforms to cover all of our needs. Planview Portfolios is a one stop shop for managing resource, projects, financial aspect and tasks. We are incredibly pleased with how it has worked for us.
September 15, 2023
Planview Review
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.
September 14, 2023
Planview Portfolios in depth
I am a Planview Portfolios admin for my company. I create user accounts, terminate accounts, and run audits. I am part of running the business making sure accounts are in Planview correctly and making sure our audits are correct. I also complete the weekly timesheets within Planview Portfolios to track what it is that I work on.
September 14, 2023
Planview Portfolios: Excellent product that stands out from the pack
Strategic Portfolio Management and Project Portfolio Management. Enterprise scope.
September 14, 2023
Planview Portfolio for IT Program Management
We use Planview Portfolios to manage IT projects and programs, specifically for resource management. We leverage reporting from Planview Portfolio to forecast resource capacity and needs for projects, and for project/program prioritization.
September 14, 2023
Outrageous Fan of PV
I offer support to end user of Planview. I work with the Product Owner with prioritizing the backlog. I work with our Development Team on releases.
September 14, 2023
New to Portfolios but not Planview!
Business' Intake. Project status. Resourcing and time keeping. Portfolio Management.
September 14, 2023
Planview Portfolios
The organization uses Planview Portfolios to manage projects and resources. Being able to track resource capacity is a huge win. We can quickly see over and under utilized resources due to time management capabilities in the tool. It helps to spread the workload across multiple projects so there should never be too much demand on an individual.
September 14, 2023
Governance and Financial Management Insight Achieved
Use for managing IT initiatives
September 14, 2023
Review
we use Planview Portfolios to manage the 5 year rolling capital plan. Centralized location for all projects, forecasts and strategic alignment.
Planview Portfolios is used for work management, scheduling and milestone communication, resource management, and financial planning across multiple departments to create an enterprise-wide picture of the health of the organization. We use it to track and communicate key items to stakeholders around the organization and automate reporting of that information.
September 14, 2023
Portfolios visibility and flexibility
I manage the new project requests in the Request module, dispatch those efforts to the Work module. Then manage the process of sequencing the Pipeline work until it is moved to active and assigned to a PM. I build portfolios for reporting and help other teams build portfolios for visibility to efforts that their team owns or impacts their teams.
September 14, 2023
JK's review
We use Planview Portfolios to manage all the Project budget and the approvals workflow. We have users from different segments and locations and we configure Planview Portfolios based on their need. We generate multiple financial info reports using Planview Portfolios.
September 14, 2023
Deliver on Strategic Goals
We use Planview Portfolios to deliver on our organization strategic plan, team capacity planning.
September 14, 2023
Analyze This!
Project and Financial Mgt along with Time Keeping efforts. Performance is a number one issue.
September 14, 2023
Planview Portfolios
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.
September 14, 2023
Planview Portfolios CTM review
We make extensive use of Planview Portfolios and specifically CTM to track applications and information across our enterprise.
September 14, 2023
Planview Portfolios
We use Portfolios to capture Value Streams and Initiatives. The supporting Epics are all put into E1 and we have Resources nominate to the Epics. All of our forecasts come out of E1 and are used by our Portfolio teams to review actuals and forecasts to make investment decisions.
September 14, 2023
Make it happen - get Planview TODAY
UPS uses Planview Portfolios throughout the year to support strategic planning, prioritization, financial planning, and project management processes. The main problem we were looking to solve was having multiple sources of project management and related business case (financial) data. Portfolios offers us a single source of the truth and enables faster, more reliable decision making.
September 14, 2023
Newbie review
We have multiple towers performing work in different systems and processes. We needed a tool to consolidate and make sense of the overall engineering progress towards corporate initiatives.
September 14, 2023
Planview Portfolios for Governance
We use it for governance, to insure all requests, work, and strategies are properly approved.
September 14, 2023
Great tool!
To manage projects, resource and capacity management.
September 14, 2023
Project planning in a neat not so little package
We use it to manage our project portfolios and provide Reporting to our SMT. We run projects in sprints and have the sprints set up in Planview Portfolios as phases which make it easy to focus on packages of work and makes it easy to run sprint reviews. it allows us to show the RAG status of our projects across the portfolio and highlights areas where we are under resourced or over utilised.
September 14, 2023
I'm excited for the future!
I believe this application is a great application, but there seems to be some latency challenges. I would loved to see more and more easy ways to maneuver through the screens and connect data. Overall, I really like Planview Portfolios and definitely am looking forward to the new updates and information being shared through these sessions!