JK's review
September 14, 2023

JK's review

Anonymous | TrustRadius Reviewer
Score 9 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 to manage all the Project budget and the approvals workflow. We have users from different segments and locations and we configure Planview Portfolios based on their need. We generate multiple financial info reports using Planview Portfolios.

Pros

  • Project Management with proper Reserve or Allocation
  • Financial Management with different versions
  • Different kinds of reporting and the option to develop the customized reports

Cons

  • this is the area I can see Planview Portfolios is very much lagging behind. If you see Atlassian, they are having a robust API information and using that we can securely access the necessary information based on the role. I think a similar kind of approach need to done in Planview Portfolios as well.
  • User Information and Resource information is separate. Expecting that, during the User creation, when a resource is linked, automatically all the basic fields should be populated with the values, also if a person is having an User account there is no way for that person to know that what User role that he/she is having. Also none of the reports covering that details.
  • Automation - It's mentioned using the UiPath some of the Automation has been done in the User creation but don't find any necessary document for better understanding.
  • Work and Assignments
  • Resource Management and Assignments
  • Financial Management and their reports
  • It's really helpful to manage the budget across different segments
  • Approval flows is really helpful whenever there is a cost involved
  • It should be helpful if you focus more on the Strategic reports
I think Planview Portfolios is having very user friendly UI and easily navigate to different modules and proper naming conventions

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?

I wasn't involved with the implementation phase

Would you buy Planview Portfolios again?

Yes

I think it's very well suited for Waterfall model projects and difficult to manage Agile projects. Please should come up with different templates for the Project creation.

Comments

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