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Planview - The future of Agile centric Project Management!!
Updated January 18, 2020

Planview - The future of Agile centric Project Management!!

Meena B | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • Portfolio and Resource Management (formerly Planview Enterprise)

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

Planview is the sole Project and resource management tool in our organization. It is largely used by the PMO team to plan projects, add tasks and budget and reconciliation of external and internal spend. The rest of the employees use it to report time. Coming from an organization whose main revenue comes from staffing Planview plays a cruicial role in determining time allocations, resource allocations and budget allocations as well. One of the most useful feature is automatic reconciliation of budget.
  • My Overview > This screen pops up as soon as we login into project space. This can be used to prioritize work by just drag and drop
  • There can be more than 1 workspaces that you have created
  • The best part that I like is the conversation feature. Communication lag can be greatly reduced
  • Upcoming milestones added on the on -going work can be seen on the workspace. There are no additional buttons that need to be clicked to navigate. All in all they can be accessed on one space
  • Team based time reporting is an other biggest Pro in the R16 version. Time can be entered on percentage basis
  • The use of Planview needs attention to detail and even a small mistake of not checking the time period where the report needs to be shown can make the user do a rework.
  • While reconciliation of external and internal spend it is very important to check the last 2 options in the pop up box when the user tries to run a report if not the final numbers might not show up right and the user will have to enter the hours of employees / enter the actual spend and then do a reconciliation.
  • Personally I have been a Microsoft Project person and during the first few days of my exposure to Planview I found the options to use the tool a bit confusing.
  • Made project management more agile centric
  • External spend and internal spend could be classified very easily
  • The tool has been designed in such way that for organizations that have a project being funded by multiple departments a negative value could also be entered which made it more easy. The only catch here is when a negative value is being entered it needs to be enclosed in parenthesis
The organization that I was working was a back office IT and we had many co-ops that funded the same project. To make sure that the numbers specially on the $ amount matched we could enter the amount that we used from our bucket and enter the amount that was received from a particular op-co.
When the leadership wanted to look at these numbers (since most of them are concerned with the $ amount)I could open the budged space and show then each level of expense
1) Amount funded by the Op-Co company (that I usually entered as a negative value after I entered the positive value so that they could nullify each other and did not show up as an over spend on our budget)
2) I could extract a report very easily and send it out with a summary, I did not even have to type in the summary everything came out as an automated report.
1) Setting up of the tool to suit the needs of each project is very crucial. The best part of it is , in my organization there was a to be model proposed where version one could be synced to Planview that would make work more easy. It mainly follows the current PMP module where project management is a conglomeration with Agile practices.
2) Like I mentioned in my cons the only thing required from a user perspective is actual understanding of the tool and also making sure that the appropriate boxes are checked when reports are being generated.