Planview Portfolios for successful Project and Portfolio Management
September 14, 2023
Planview Portfolios for successful Project and Portfolio Management
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- Portfolio and Resource Management (formerly Planview Enterprise)
Overall Satisfaction with Planview Portfolios
We use Planview Portfolios for all of the corporate funded programs and projects and to certain extent divisionally funded projects. Planview Portfolios is used starting from Planning (identifying potential opportunities), program and project management, capacity and demand management and reporting. We use SSRS for reporting. We have integrated with other IT systems within the organization for a complete solution for our Executive Team and User community.
Pros
- Capture potential opportunities using the Requests Module and analyze and rank these opportunities via lifecycles and promote (dispatch) approved opportunities into Projects. Information captured during the request process automatically get transferred to projects.
- Robust schedule management; time reporting; resource management and financial planning and management
- Risk and Issue management controlled via robust lifecycles.
- Extensive reporting capabilities via SSRS and Power BI Dashboards and delivered to users via tiles in Project and Portfolio views.
Cons
- Work and Assignments module - this module can be enhanced to have auto scheduling features and ability to copy and paste tasks from spreadsheets etc.
- Standard tools to bulk import data into Planview via spreadsheets; currently customization is required.
- Options to configure ROI metrics calculations, especially with IRR calculations.
- Updates to Timesheet reporting module; show the schedule hierarchy on the screen instead of hover text.
- Work and Assignments module
- Portfolio Manager tiles that allow users to perform updates to their projects and programs including bulk updates
- Financial Planning and Management
- Resource Administration and Resource management via RMA
- Planning
- Risk and Issue management
- Planview is used by our organization to perform continuous planning and fund and manage projects
- Project Teams have better view of their projects' health and rely on the system to perform their tasks
We are currently using Planview AgilePlace. Also we use Tasktop Hub for integrating with other applications within the organization. We would like to use ProjectPlace which is integrated with Planview Portfolios in the future.
Do you think Planview Portfolios delivers good value for the price?
Yes
Are you happy with Planview Portfolios's feature set?
Yes
Did Planview Portfolios live up to sales and marketing promises?
Yes
Did implementation of Planview Portfolios go as expected?
Yes
Would you buy Planview Portfolios again?
Yes
Comments
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