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Streamlined Project Portfolio Management!
September 14, 2023

Streamlined Project Portfolio Management!

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Planview AdaptiveWork

We use Planview AdaptiveWork to support the Project Portfolio Management lifecycle at our organization. The software has tackled our pain points around project intake and prioritization, consistent project management framework, and resource management. We are still growing users, but we leverage the tool for project, program, and portfolio management. By storing all of our projects in a centralized system, we're able to make data-driven decisions via reporting and capacity planning. Roadmaps and status reports have been big hits with our stakeholders as well!
  • Resource Capacity Planning has been a game changer for us to forecast resource availability as new priorities arise
  • Roadmaps are very easy to create at the project, program, or portfolio level
  • Customization has allowed us to create unique items for teams and align the system with our brand
  • Dashboards are cumbersome to build because you have to build reports for each widget and they are visually very limited (you can't choose colors, layouts are limited, etc.)
  • Out of box features better support bottom up resource planning rather than top down (allocations at the project level)
  • You need a fair amount of technical knowledge to customize the system via configurations
  • We've gotten so much time back on creating status reports, roadmaps, and roll-up views for stakeholders
  • Streamlined intake for all projects, but ability to customize prioritization criteria so each team can objectively weigh projects against their goals
  • Improved timeline planning since we can now see the full picture of resource allocation
We've created customized prioritization rubrics, project templates and lifecycles, and access/approval permissions for our individual teams. Each team has a project workflow that supports their unique needs.
We are still learning how to best use dashboards and reporting. It isn't the most intuitive part of the system and the dashboard layouts are pretty limited. Visuals go far with our stakeholders and I really wish the dashboards were more customizable.
We have done any integrations yet
We're still in year 1, but Planview AdaptiveWork has helped streamline our PPM lifecycle, especially around project intake and prioritization.
N/A
We felt that Planview AdaptiveWork had the most potential to grow into the system and really liked that we could add on other Planview products if needed in the future. The system also felt more approachable for colleagues who might be less familiar with project, program, and portfolio management.

Do you think Planview AdaptiveWork delivers good value for the price?

Yes

Are you happy with Planview AdaptiveWork's feature set?

Yes

Did Planview AdaptiveWork live up to sales and marketing promises?

Yes

Did implementation of Planview AdaptiveWork go as expected?

Yes

Would you buy Planview AdaptiveWork again?

Yes

Planview AdaptiveWork has been a great asset for program and portfolio management. This has allowed us to consolidate multiple project management systems (Airtable, Smartsheet, Trello, etc.) into a centralized system that supports project management, as well as provides program and portfolio management insights. The roll-up views for resources, roadmaps, and programs has helped us share the data that matters most to leadership, without overwhelming them with details or us spending hours manually creating reports. If you just need a project management system, Planview AdaptiveWork probably has too many bells and whistles. It's really a powerhouse to roll-up data and is customizable fit your unique governance, framework, etc. However, if you just need basic project management, it's probably too much.