Beautiful Journey with Portfolios
June 19, 2024

Beautiful Journey with Portfolios

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Planview Portfolios

Planview Portfolios is a pivotal solution which is being leveraged by our team. Every single, idea (prospective Project) and project pipeline, timelines, approvals etc, are all managed in the portfolios.

Second, my used feature is the dashboarding and reporting capabilities and adaptability. We are extensively using power bi to showcase trends and we even created a forecast model to identify the next financial year's workload.

Pros

  • Summarized view of all projects in one place
  • Good approval matrix and workflow to manage approval when multiple Leadership approvals are required
  • Good dashboarding and reporting capabilities

Cons

  • With access to all data, drag and drop kind of graphs and charts would be ideal
  • UI seems a bit dated. Lot of room for improvement
  • Sometimes, the website is a bit slow. When you try to do multiple things at a time. Esp. going through administration options, everything seems slow and laggy
  • As we are in India, it is expensive affair
  • Support charges are exceptionally high, as they is GBP rate cards
Jira, serves a different purpose hence, has a lot of additional features.

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

Not sure

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

Good solution to have a consolidated view of all the projects.

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