Portfolios visibility and flexibility
September 14, 2023
Portfolios visibility and flexibility
Score 8 out of 10
Vetted Review
Verified User
Modules Used
- Portfolio and Resource Management (formerly Planview Enterprise)
Overall Satisfaction with Planview Portfolios
I manage the new project requests in the Request module, dispatch those efforts to the Work module. Then manage the process of sequencing the Pipeline work until it is moved to active and assigned to a PM. I build portfolios for reporting and help other teams build portfolios for visibility to efforts that their team owns or impacts their teams.
- types (fields) of data available for each effort
- easy to use
- portfolio views that allow you to modify data
- customization of fields for the way data is entered
- custom portfolio builds
- ability to sort multiple columns in portfolio view
- ability to make the same changes to multiple project at once in portfolio view
- visibility of work and status
- ability to sync data with AzDO
When we first started using Planview it was not as user (PM) friendly as MS Project but has improved significantly over the years
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?
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