Planview Portfolios.
June 17, 2024

Planview Portfolios.

Anonymous | TrustRadius Reviewer
Score 9 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 managing all Capital and most Expense Projects including annual planning, ongoing execution, resource management, and financial data forecasting and actuals tracking.

Pros

  • Track financial actuals and forecasts.
  • Present projects in user definable portfolios based on user selected criteria.
  • It provides visibility of resource assignments and utilization through any number of organizational and other attribute filters.

Cons

  • Some users feel the UI could be more intuitive. Although once learned, users are ok with it; new users are sometimes reluctant.
  • Better history tracking for financials and schedule changes would improve our ability to address user concerns with unexpected changes to data.
  • Giving Users the ability to go back to a previous life cycle step.
  • Undo button for changes to project schedules and financials.
  • Provides business with the ability to identify and focus on strategic projects and align them with objectives.
  • Gives business visibility of resource utilization so staffing needs can be anticipated and addressed.
  • Provides business with clear visibility of cost forecasts and performance vs budget.

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

Planview Portfolios is a strong application for Enterprise-Level project/resource data input and tracking. Configuration is relatively easy to learn compared to other tools; however, it does take some time investment. It is not a good fit for users looking for something with Excel-like flexibility and is not particularly suited to robust document management.

Using Planview Portfolios

3000 - All business functions, including IT, Finance, Engineering, Development, and various other business units.
5 - Planview config, Power BI, Integration, Database.
  • Visibility of Project Portfolios.
  • Resource Management.
  • Financial Tracking.
  • Investment Planning.
  • Tracking Ideas.
  • Tracking Machine Time.
  • OKRs.
  • Roadmaps
Large investment to date and generally pleased with functionality provided.

Evaluating Planview Portfolios and Competitors

Not Sure
  • Cloud Solutions
  • Scalability
Scalability was important since we are a large multi-division corporation.
I wasn't here for the original selection. So, it is not possible to answer.

Planview Portfolios Implementation

Implementation teams have been good!
  • Implemented in-house
Yes - Demand Management, followed by Resource Management, is used for specific processes. We are continuing to add new businesses.
Change management was a small part of the implementation and was well-handled
  • Mostly getting users to keep data current.

Planview Portfolios Training

  • Online Training
Generally good. Sometimes, users are a bit overwhelmed, and it takes multiple sessions for them to get the hang of it.

Configuring Planview Portfolios

Usually able to configure what users require.
Keep Lifecycles simple. Conditional branching can make following lifecycle config difficult and testing of changes becomes too complicated because of all the combinations requiring specific testing.
No - we have not done any customization to the interface
No - we have not done any custom code

Planview Portfolios Support

Support is always willing to address issues and meets with us regularly to review the status of improvement efforts.
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 a Technical Account Manager if that's what you mean by Premium Support. We do our own config for the most part.
Yes - Reasonably so. We rolled into a future release. A Hot Fix would have made this better.
The last contracted rollout for one of our Business Units went exceptionally well. The Consultant, was excellent to work with.

Using Planview Portfolios

It is easy once you are up to speed. New users seem to struggle to get the hang of navigation and functionality.
ProsCons
Like to use
Technical support not required
Convenient
Slow to learn
  • Building screens.
  • Lifecycles
  • Scripted dialogs.
Yes, but I don't use it

Planview Portfolios Reliability

We are constantly growing and expanding. It is challenging to accommodate different user needs, but the system does provide means of doing that as we desire.
Downtime is rare.
There are occasions when the system is a bit sluggish. However, it may not always be on the Planview side. We are investing in better tools to monitor our network performance, which will help us diagnose issues more effectively in the future.

Integrating Planview Portfolios

Does require Planview engagement. However, the Dev Team has historically been outstanding.
  • Peoplesoft
  • SAP
  • Apptio
Importing Actual Costs and exporting data to Apptio for reporting.
Not at present.
  • File import/export
  • Single Signon
  • ETL tools
Involve Planview.

Relationship with Planview

I was not with the company during that process.
Great support from Planview.
No issues or concerns.
I am not involved with negotiations.
Did not help purchase product.

Upgrading Planview Portfolios

Comments

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