Planview Portfolios for Governance
September 14, 2023

Planview Portfolios for Governance

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • Portfolio and Resource Management (formerly Planview Enterprise)
  • AgilePlace
  • ProjectPlace

Overall Satisfaction with Planview Portfolios

We use it for governance, to insure all requests, work, and strategies are properly approved.
  • manage approvals through lifecycles, custom screens, and scripted dialogs
  • allow access to data to only certain roles
  • We've not really started using this, but I love how it will connect with ProjectPlace and AgilePlace
  • size of field names and alt structure values needs to be larger
  • Need to be able to add custom information to the USER records
  • customer success center tends to be only links. I understand the problem with recreated text, but it does get distracting when I have to click on several links to get to the information that I need. Often, before I get to what I'm trying to find, I get distracted by other links.
  • governance reviews & approvals
  • Strategic management
  • Business Requirements (requests)
  • Time saved - CIO approvals are no longer sent through emails, they are done in the tool.
  • more timely reviews/approvals thanks to email notifications

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?

I wasn't involved with the selection/purchase process

Did implementation of Planview Portfolios go as expected?

Yes

Would you buy Planview Portfolios again?

Yes

It is working great for us for doing all of the governance reviews and approvals.