Overall a great product - Planview PPM Pro
February 12, 2021

Overall a great product - Planview PPM Pro

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

Overall Satisfaction with Planview PPM Pro (formerly Innotas)

Our organization uses three Planview Applications (PPM Pro, LeanKit and Projectplace). Employees across the entire organization are using the applications; specifically for Intake and Prioritization, Portfolio and Project Management, Resourcing, Reports and Dashboards within the PPM Pro arena. Financial Management will be more formally used once we finish the integration in March 2021 and Earned Value Management shortly after that.
LeanKit is used across the organization for individuals, teams and departments, some departments are a bit more agile-like but not formally used.
Projectplace is our least used application but has a number of different uses that would be good to roll out over the next year.
The suite allows users the option of which tool best fits their needs in the project management space and we are looking forward to the Phase 2 LeanKit/PPM Pro integration to use the suite more fully.
  • High Level of Customer Service across the organization. Our organization is treated by Planview as a valued partner. Individuals at Planview go the extra mile to answer questions, assist with support tickets, assist with integration needs and more.
  • The success.planview.com website is a great resource and kept updated. The help guides, videos and search function allow individuals to answer their own questions - is definitely preferred by our busy employees.
  • The suite of products allows many strategic benefits across the organization in the portfolio and project management space.
  • Reports are a bit quirky given the different targets (organization, portfolios, projects, resources, etc.) and the different categories. For example when you want to combine different types of data in the same report and or filter it doesn't always work the first time. Additionally if you create a report at an organization level and want the same report at the project level - sometimes it doesn't work as one would expect it to.
  • Working within the task grid is slower than other tools and has some quirks. It has been very frustrating for users that put in their tasks and dates and then change the constraint type and all dates are then adjusted. The task grid could be a bit more user friendly.
  • Within PPM Pro, sometimes there is so much configurability that it takes time to do simple tasks and sometimes there is not enough configurability. Overall it just takes a bit of time to know which features have what options.
  • Adding actual time within tasks is not as user friendly as some other tools. It requires either each individual to enter their time on tasks or to use a time integration.
  • Portfolios/Projects can be directly compared to one another within different ways (departments, type of portfolios/projects, funding/budgets) and this allows for better prioritization
  • The integrations we have set up with Resources, Salaries, Actual time Logged by task by resources and soon Financials, will bring a holistic view of project(s) costs across the organization and benefits realized as well as Earned Value metrics needed by some of our funders

Do you think Planview PPM Pro delivers good value for the price?

Not sure

Are you happy with Planview PPM Pro's feature set?


Did Planview PPM Pro live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Planview PPM Pro go as expected?


Would you buy Planview PPM Pro again?


I was not part of the RFP process.
Overall I would highly recommend PPM Pro to a colleague and other other organizations.
PPM Pro is well-suited to scenarios where Organization wide (Department/Portfolio) KPI's and metrics are desired. The product allows for much customization within the various features, such as having many different project categories, portfolios, resource views, financial summaries, etc.
It takes a general user a bit more time than some other project management software programs to become proficient. So I would not recommend PPM Pro to colleagues that need just a few users to handle general project management.