Item: Planview Portfolios
Rating: 8
Author: Melissa Pershing, PMP

Use Cases and Deployment Scope

Planview was used by the IT organization to visualize resource demands, project performance, and portfolio metrics. It was also used for time tracking and cost management.

Pros and Cons

Resource planning. This is by far the most flexible system for resource management that I have seen in the marketplace.
Planview Enterprise is more than just a portfolio tool for projects. You can manage practically your entire IT organization from ticketing through application lifecycles and assets in one tool.
Planview offers a variety of reporting options in different formats.
The system is easy to administer.

Planview 10.4 didn't have shortcuts to the advanced project management functions through the User Interface. However, this was greatly improved in the current version.
While reporting options vary, they are also very disjointed and lack cohesion of presentation.
The wide feature set could appear daunting to implement.
Request feature could be vastly improved.

Return on Investment

Transparency and into the work and performance of the entire IT organization.
Visibility of support costs that go into keeping the lights on and also the impact to resource demand.
Control of internal processes.

Alternatives Considered

Was not involved in the selection process. It was a part of the organization when I joined.

Planview should not be selected if it will be one of many IT applications used to complete work in the organization. It should be used "all up" and eliminate other ancillary systems in the IT landscape, else some users may feel it is a system of oppression versus a system of enablement and productivity.

Support Rating

8

The team was always responsive and looking out for my organization's best interest.

Planview Portfolios Customer Support Pros and Cons

Pros	Cons
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support cares about my success Quick Initial Response	None

Premium Support

Yes - It was crucial to have during implementation, upgrades, and integrations.

Bug Resolution

Yes - Yes, it was noted in upcoming releases.

Exceptional Examples of Planview Portfolios Support

Planview went above and beyond in their support of our internally developed integration into a 3rd party tool.

Usability

7

The previous version didn't have as many rich features available on the web (right clicks, sub-menus, etc.) that would have sped up productivity on many screens.

Usability Pros and Cons

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Convenient Feel confident using	None

Easy Tasks

Building a work breakdown structure
Resourcing a project
Viewing portfolio information

Difficult Tasks

Custom reports
Viewing the critical path
Bulk editing

Mobile Interface Availability and Impressions

No

Solve your resource issues with Planview

Software Version

Modules Used

Overall Satisfaction with Planview Enterprise One (formerly Planview Enterprise and Troux)