Planview Review
September 15, 2023

Planview Review

Heather Davidson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • Portfolio and Resource Management (formerly Planview Enterprise)

Overall Satisfaction with Planview Portfolios

Portfolios is used to support our NPD (New Product Development) process. It used as governance to determine when new projects can be approved. It is also used for execution of the project to create the schedule and tracking of milestones. Portfolios is also used to understand and track resource capacity.
  • Ability to create custom attributes and configurations for your business
  • Ability to capture resource capacity
  • Linking projects to resources
  • Creating custom lifecycle flow to support governance
  • Schedule visualization could be improved
  • Navigation not intuitive for occasional users
  • Work and Assignments - schedule and milestone management
  • Resource and Assignments
  • Lifecycle flow for approval of new innovation
  • Tracking of spend between plan and actual
  • Reduced time it took to consolidate results
  • Reduced the number of scope changes
We are currently in the process of evaluating but so far Planview seems to fit our needs the best. Portfolios was selected prior to me joining the team.

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

The use of Planview started with our R&D organization. It has expanded to other parts of the business organically because they have seen the value in the system.