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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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Recent Reviews

Planview Portfolios.

9 out of 10
June 17, 2024
Incentivized
We use Planview Portfolios for managing all Capital and most Expense Projects including annual planning, ongoing execution, resource …
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Planview Portfolios

9 out of 10
May 17, 2024
We started to use Planview Portfolios after migrating from Microsoft Project. There was a tremendous amount to not only learn but bring …
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Planview Portfolios.

10 out of 10
May 16, 2024
Incentivized
We use Planview Portfolios as our project, portfolio management tool. We use Portfolios to manage both projects and portfolios. We also …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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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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Alternatives Pricing

What is Microsoft Project?

Microsoft Project is a project management software. It provides core PM functionality, including agile workflow support and resource management. Project can be deployed in the cloud or on-premise.

What is Jira Software?

Jira Software is a project management tool from Atlassian, featuring an interactive timeline for mapping work items, dependencies, and releases, Scrum boards for agile teams, and out-of-the-box reports and dashboards.

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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 Video

Planview unveils Planview Enterprise One, launching a new era of Work and Resource Management

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

(173)

Attribute Ratings

Reviews

(1-25 of 107)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Summarized view of all projects in one place
  • Good approval matrix and workflow to manage approval when multiple Leadership approvals are required
  • Good dashboarding and reporting capabilities
  • With access to all data, drag and drop kind of graphs and charts would be ideal
  • UI seems a bit dated. Lot of room for improvement
  • Sometimes, the website is a bit slow. When you try to do multiple things at a time. Esp. going through administration options, everything seems slow and laggy
Jason Przybycien | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Manage large portfolios with thousands of projects.
  • Roll up financials across strategic hierarchy for projects around the world.
  • Manage access in multiple ways so we can set up each user/role with just the right permissions.
  • Support a variety of reporting and analytics methods.
  • ODATA is powerful but complex to customize, and it is hard to track query changes (who changes what when).
  • The user interface defaults to the last open portfolio, which can waste a lot of time loading a large portfolio if that's not what you want now.
  • Job management logs need better error messages to diagnose the issues.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Track financial actuals and forecasts.
  • Present projects in user definable portfolios based on user selected criteria.
  • It provides visibility of resource assignments and utilization through any number of organizational and other attribute filters.
  • Some users feel the UI could be more intuitive. Although once learned, users are ok with it; new users are sometimes reluctant.
  • Better history tracking for financials and schedule changes would improve our ability to address user concerns with unexpected changes to data.
  • Giving Users the ability to go back to a previous life cycle step.
  • Undo button for changes to project schedules and financials.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Connect strategy to delivery.
  • Manage resource utilization.
  • Captures effort estimates and actuals.
  • Capturing lower-level detailed expenditures within a project so that financial screens can show the details of the roll-up.
  • Reporting flexibility so that end users can create their own quick ad hoc reports for analysis.
  • Capturing matrixed skills on resources to ensure staffing is adequate and better align demand to supply.
June 11, 2024

Planview Portfolios

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Financial management
  • Demand Management
  • Resource management
  • Time Tracking
  • I'd like the ability to personally customize the pre-designed tiles
  • I'd like the ability to create my own reports by ticking a box of exactly which data I'd like to view. Sometimes what I want is a combination of reporting options that are already available, and I need to pull both and combine on my own in excel.
  • I'd like to be able to expand my column sets with an easy select all concept and click on a column line (similar to excel) instead of moving each column individually.
  • I'd like the ability to create a landing page
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Lot of possibilites
  • All features in one Product
  • Exchange of data between the modules must be improved.
  • Enhancement requests via IdeaPlace are mostly ignored.
  • Customer Care has room for improvement.
  • Already available modules are not being improved.
Score 10 out of 10
Vetted Review
Verified User
  • management of large amount of data
  • integrate into existing landscape (e.g. financial systems, project delivery systems)
  • flexibility in Project delivery methods (waterfall, Agile, Kanban) all in one programme
  • Visualise work status
  • User interface (but new modules are getting there)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Allows to select carefully how we document our work
  • Let's us track financials at whatever level we deem necessary
  • Gives us the ability to track actual work from specific resources
  • Allows us to plan for future work based on availability of resources
  • Adjusting field once established is impossible and requires creating a new field, and then you end up with having to copy data or else...
  • It would be a nice thing is users (not Admins) could do some superficial labeling or changes like that based on their specific needs without impacting the entire org.
  • Some things are not very intuitive, the learning curve is heavy, although once you get it it's great. If you step away for a while coming back is nearly as difficult as the first time you used it.
  • Users should be able to tag a person or create a notification for someone on the fly as they need to without an Admin having to setup a whole system to do it.
Joseph Perez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Resource Capacity
  • Report Use
  • Portfolio Management
  • Resource Allocations
  • Better use of dragging and copying data within it's solution. You can't copy or paste data
  • Stronger Undo Capabilities
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Portfolio Manager - allows customized views of work across the platform.
  • Financial Management - allows detailed or high level visibility.
  • My Overview - allows quick access to items specifically related to you.
  • Change, Risks, and Issues need to be modernized and, most importantly, connected to work.
  • Configuration Migration tools need to be useable and easy to perform.
  • Content Management needs to be modernized and easier to access documents, similar to ProjectPlace.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Managing projects' schedule, scope, and budget.
  • Capacity and demand planning.
  • Enterprise-wide reporting.
  • Portfolio management.
  • Ability to do estimations based on capabilities. We need to know the costs of the different capabilities we are building within one project.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Visibility.
  • Persona based views - reporting and tiles.
  • Robust system.
  • Connected work
  • There is a lot to take on - many users experience information overload.
  • UI is a bit 'old' but improvements keep coming.
May 14, 2024

Planview Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Ability to create custom attributes and configurations for your business
  • Ability to capture resource capacity
  • Linking projects to resources
  • Creating custom lifecycle flow to support governance
  • Schedule visualization could be improved
  • Navigation not intuitive for occasional users
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Ability to create simple or complex lifecycles when needed
  • Viewing a portfolio of data at once for overall group view
  • Resource management expansion over the years has allowed more valuable data
  • Increases for data system can process when it comes to reporting
  • Allowing strategic structure capabilities to be similar to all others, currently limited in add/deletes from a structure standpoint and have to go the portfolio route.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Audits
  • being able to track project utilization easily
  • knowledge articles
  • sometimes the lagging in Planview Portfolios
  • clearing out the utilization when deactivating an account. In my opinion, it is hard to go to the next section when zeroing out the utilization
  • an easier navigation to get to different sections.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Highly configurable system
  • Robust Portfolio Views capability
  • Adaptable solutioning to changing business conditions and needs
  • Stronger, more robust tool for T-SQL Dataset Management
  • Workplan functionality & integration that is more intuitive and efficient to use for PMs
  • More robust Work Management Hierarchy that enables Parent-Child relationships
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Structures Portfolios, Programs, and Projects
  • Built-in and integrated reporting
  • Resource capacity management
  • Workflows and navigation. The UI can be counterintuitive
  • Project level scheduling and WBS integration across products (Portfolios to ProjectPlace)
  • Views
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