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Planview Portfolios - Customizations
September 13, 2023

Planview Portfolios - Customizations

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

We are currently using Planview Portfolios for project management, capacity and demand planning, intake and financial reporting.
  • Project structure
  • Project financials
  • Creating work and/or strategy portolios
  • Creating resource portfolios
  • Capacity and Demand Management - Allowing for specific criteria and future forward planning.
  • Automated notifications for new work and/or approvals
  • Project management
  • Tracking of work across our siloed organizations
  • Capacity and Demand planning
  • Limited licenses has caused issues with approvals for tracking of changes, issues & risks
N/A

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

Nationwide has customized several reports so that we can see things essential to us for capacity and demand planning. There were also a lot of customizations that had to be done around approvals of resources so that we were able to distinguish what was approved by the teams vs requested by someone for the teams to do work. With the defaulting of TimeNow, we are unable to look at capacity for the entire month, since the block of time is 30 days and not the actual calendar month.