Item: Planview Portfolios
Rating: 8
Author: Verified User

Overall Satisfaction with Planview Portfolios

Use Cases and Deployment Scope

Planview Portfolios is used for work management, scheduling and milestone communication, resource management, and financial planning across multiple departments to create an enterprise-wide picture of the health of the organization. We use it to track and communicate key items to stakeholders around the organization and automate reporting of that information.

Pros and Cons

Pros

Data management
Reporting
Customizability

Cons

Outdated user interface
Learning curve
Overly complex for small use cases

Most Important Features

Customization
Robust data management
Integrations

Return on Investment

Improved reporting speed

Alternatives Considered

Smartsheet, Asana and Planisware

Planview Portfolios has an extremely robust data structure that supports many different use cases. Its customizability, large suite of features, and great customer service makes it a fantastic and scalable solution for many different businesses and business process applications. However, its complexity may not be suitable for smaller businesses with simpler use cases that cannot justify the cost and scale.

Key Insights

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?

Yes

Did implementation of Planview Portfolios go as expected?

Yes

Would you buy Planview Portfolios again?

Yes

Likelihood to Recommend

Planview Portfolios is a powerful and highly flexible tool for managing a large and complex portfolio of projects, products, and business cases. It has the ability to manage granular permissions and finetune customization for a myriad of use cases. However, it is likely overly complex for smaller organizations that have simpler processes or structures in place and will cause more confusion if there are too many features that users will need to ignore.

Using Planview Portfolios

Users and Roles

1800 - Planview Portfolios is used across the Research and Development and Supply Chain organizations for multiple use cases, ranging from resource time tracking, project expense, and project timeline information. Use cases vary by business unit and each one is at a different level of complexity and maturity. The robust data structure allows us to meet the business where they are and scale the solution as needed.

A robust enterprise-wide software solution for managing large organizations

Modules Used