Planview Portfolios review
June 11, 2024

Planview Portfolios review

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

Overall Satisfaction with Planview Portfolios

We use Planview Portfolios to manage our Data & Digital portfolio of programmes and projects from concept through to completion.

Pros

  • Financial management
  • Project scheduling
  • Dashboards & Reporting

Cons

  • Project registers are limited to 3
  • Calculated fields cannot use dates
  • Improves ability to manage and understand our investments
  • Improves Resource Management

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

An all round excellent platform with lots of development and excellent support by Planview.

Using Planview Portfolios

1500 - Data & Digital
5 - PMO Administrators
  • Project Management
  • Project Financial management
  • Project Risk management
  • None identified
  • Investment management
Excellent product

Evaluating Planview Portfolios and Competitors

Yes - i-lign , which did not have capability to manage large complex programmes of work and investment
  • Cloud Solutions
  • Scalability
  • Integration with Other Systems
  • Ease of Use
Scalability & capability of the system were key characteristics.
I wouldn't

Planview Portfolios Support

Excellent support from both the local vendor and Planview itself. Aprox 3 minor bugs introduced by cloud updates over 3 years. In most cases, these were resolved within a month in the next cloud release.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
We have admin support only, otherwise most support is in house and works very well.
Yes - Yes, usually resolved within a month.
Always get a response within 24 hours.

Using Planview Portfolios

Complex product due to the breadth of its capabilities. Don't expect something this complex to be simple to use.

Comments

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