Planview Portfolios is where it's at!
September 14, 2023

Planview Portfolios is where it's at!

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

Modules Used

  • Portfolio and Resource Management (formerly Planview Enterprise)
  • Capability and Technology Management (formerly Troux)

Overall Satisfaction with Planview Portfolios

We use Portfolios to track financials (forecast and actuals) on all our of Strategic Investments (over $100 million in annual spend), capacity and resource management, as well as the CTM/Enterprise Architecture product.
  • Financial Management
  • System Uptime / availability (Cloud hosted)
  • Customer Support
  • Resource Management
  • Ability to configure to our company needs (customize)
  • Ability to import from Financial Management into WBS
  • Improve on their releases - too many bugs and hot fixes with their monthly release schedule
  • Ability to update Tabular Model data real time vs having to run nightly refresh jobs
  • Offer more out of the box PowerBI template reports for standard product functionality
  • Financial Management
  • Resource Management
  • Business Case (ROI/value) Tracking
  • one source of truth for our project financials
  • single source of truth for resource capacity
Planview is extremely customizable and user friendly. I feel their tool is intuitive to use and their customer support team is very engaged and helpful when called upon. We selected Planview based on overall cost and longevity in the PPM space. All the other tools we evaluated were acquired and went out of business.

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

Every interaction with Planview contacts has been positive. They all truly do care about the success of our use in the tool and our company, and try everything in their power to be successful.