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Strategic Planning - Meet your goals!
September 22, 2023

Strategic Planning - Meet your goals!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • Portfolio and Resource Management (formerly Planview Enterprise)
  • Planview PPMPro

Overall Satisfaction with Planview Portfolios

We use Planview Portfolios to manage all of our IT projects. We leverage metrics to forecast capacity and needs and also how we are prioritizing these projects. Before using Planview Portfolios we managed our portfolios on several different platforms to cover all of our needs. Planview Portfolios is a one stop shop for managing resource, projects, financial aspect and tasks. We are incredibly pleased with how it has worked for us.
  • Metrics and Reporting
  • Resource Capacity
  • Strategic Alignment
  • Automation in the workflows
  • Strategic planning
  • Resource Management
  • Prioritizing
  • Intake
  • Customizability
Planview Portfolios has an easier interface for users and executives. Ease of use was key for us.

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

Great for resource management and strategic planning. Screens are easy to read, metrics are easy to create and dashboards are easy to navigate. Using Planview Portfolios was a huge change for us. We have found it simple to use and customize and found it easy to adjust our users to adopting this platform. Standardizing our metrics has enabled consistency across our organization and impacted our productivity in such a positive way.

Using Planview Portfolios

We have an array of users globally using Planview Portfolios from IT to business to finance. It fits all our needs and is easily accessible to all our users.
3 - The best part about Planview Portfoliosis ease of customizing and managing. We have had great success within the tool and end user usage. Planview Portfolios has been responsive to our needs and walked us through many different options. Our support team is pleased with the admin console and built in hierarchy.
  • Ease of Use
  • Administration
  • Workflow
  • Customization
  • Dashboard
  • Customization of workflows
  • Strategic Planning
  • Financial impact
We appreciate all Planview Portfolios has to offer our organization, as we grow this tool will grow with us. We are able to globally utilize all of it functionality showing increase in productivity strategically using our resource to best suite each project. We are able to show metrics and dashboard to backup performance globally. We are very please with Planview Portfolios.

Planview Portfolios Support

Incredibly responsive support team. We have asked many questions as we onboarded Planview Portfolios and the amount of support from the Planview Portfolios team was unsurpassed. Incredibly happy with their patience and knowledge to help move us forward.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support cares about my success
Quick Initial Response
None
At this time we did not purchase Premium Support as we wanted to get a feeling for what we would need. We do see value as we are growing the tool to possibly purchase premium support to help with the many customizations we would like to see put in place for our organization. But for OOB used we didn't see a need for premium support.
Working with the support team on an email notification issue. We had exhausted our resources as to why one particular user was not receiving notifications. On our end everything looked fine - we engaged support as we were out of ideas and within minutes they had looked at our issue, walked through the workflow, identified the issue and resolved it for us.