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Projects, People & Planning with Planview Portfolios
September 13, 2023

Projects, People & Planning with Planview Portfolios

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Modules Used

  • Portfolio and Resource Management (formerly Planview Enterprise)

Overall Satisfaction with Planview Portfolios

Project prioritization and decision making
Resource and team utilization
Business bill back for IT Labor
Project and resource reporting - PowerBI and FastTrack
  • User Administration
  • FastTrack Reporting
  • Flexibility in the project lifecycle workflows
  • All capacity/demand calendars should match for reporting. for example, PLN01 does not display the same detail as RMA screen.
  • Easier and less expensive ways to integrate with other platforms in our company
  • Work and Assignments - too many options and confusing for users.
  • Planning
  • Time Reporting and Bill Back
  • Resource and Work Structures
  • Reporting
  • Positive - visibility into hidden work
  • Positive - Project Prioritization
  • Power BI reporting functionality with Portfolios, visibility to resource managers in supply & demand
I have not used similar products

Do you think Planview Portfolios delivers good value for the price?

Not sure

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

Planview Portfolios is a great tool for resource management and project planning. User adoption is our biggest challenge. Data is different in various reporting depending on which screen a user is on. We put a lot of effort into training and re-training and that helps. Time reporting is also easy. As long as assignments are done properly, resources can log their time weekly with ease.
Reporting capabilities - with an inhouse report developer we still have to reply on the expense to Plainview for a report developer because of access to the report server and data. This slows down delivery of report initiatives and can get costly.