What we needed... Planview Portfolios
May 17, 2024
What we needed... Planview Portfolios
Score 10 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 for high level project management, capacity management and some basic financial tracking. One of the issues we have faced over the years is the ability to have capacity management and project management in one place, managed together, not just linked together but managed together. We have hundreds of projects with hundreds of managers, engineers, outside service workers and others working to achieve our goals and it has been a real challenge to get that big picture we need for future planning not just the short term management. I feel like we now have a way to really understand our technology development eco system in a way we have not had before. As we get even more involved with Portfolios and the other tools in the Planview Suite I’m sure the insights we will glean will be invaluable to our continued success.
- Allows to select carefully how we document our work
- Let's us track financials at whatever level we deem necessary
- Gives us the ability to track actual work from specific resources
- Allows us to plan for future work based on availability of resources
- Adjusting field once established is impossible and requires creating a new field, and then you end up with having to copy data or else...
- It would be a nice thing is users (not Admins) could do some superficial labeling or changes like that based on their specific needs without impacting the entire org.
- Some things are not very intuitive, the learning curve is heavy, although once you get it it's great. If you step away for a while coming back is nearly as difficult as the first time you used it.
- Users should be able to tag a person or create a notification for someone on the fly as they need to without an Admin having to setup a whole system to do it.
- This is our first year so I am going to beg off on this one directly...
- I will say that even with all the growing pains we are learning a lot about ourselves and our work ethic.
- The insights we have already learned about how we work was probably worth the investment.
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?
No
Would you buy Planview Portfolios again?
Yes