Planview Portfolios Review - Data Analyst/Administrator Perspective.
June 11, 2024

Planview Portfolios Review - Data Analyst/Administrator Perspective.

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Modules Used

  • Portfolio and Resource Management (formerly Planview Enterprise)

Overall Satisfaction with Planview Portfolios

Our organization uses Planview Portfolios to manage our IT project portfolio. The platform allows our organization to better manage and schedule upcoming work and make decisions based on our IT budget and the capacity of our workforce. Portfolios are also used to determine project prioritization.

Pros

  • Investment and Capacity Planning.
  • Effort Tracking.
  • Estimation

Cons

  • Complicated UX for new & intermediate users.
  • Limited reporting capabilities.
  • Consolidation of IT Project Tracking.

Do you think Planview Portfolios delivers good value for the price?

No

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

Planview Portfolios is well suited to assist a large, multi-faceted organization in managing a portfolio of work. It does not work as well for smaller organizations or groups only needing to track a small amount of work. It also does not work well for groups who have limited capacity to manage the tool itself (i.e., it requires a lot of support to produce functionality that fits in well with an organization that has already defined how it tracks work). There are opportunities to work with Planview directly (SOW/RAS) to reduce the impact of my previous point, but in our organization's experience, this is ineffective and time-consuming.

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