Item: Planview Portfolios
Rating: 9
Author: Peter Goulos

Use Cases and Deployment Scope

Planview Enterprise One is used across our Enterprise to capture insights into RBC's total investment in its initiative portfolio, helping us manage both investment and execution risk while also ensuring optimal value realization.

Pros and Cons

Aggregation of work items into strategic portfolios
Project lifecycle gating - ensuring steps are completed before proceeding to next gate
Comparison of actual/forecast spend to approved budget
Risk and issue tracking

Better tracking of benefit milestones (OKRs)
More intuitive interfaces
Speed of refresh

Return on Investment

Significant insights into composition of the nature of projects
Transparency on project risks impacting benefit realization
Ability to prioritize initiatives for optimal benefit realization

Key Insights

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?

Would you buy Planview Portfolios again?

Yes

Other Software Used

Microsoft Power BI

Likelihood to Recommend

Excellent tool for tracking projects that follow traditional methodologies have a defined beginning and end. Some challenges exist in leveraging the tool for Agile/persistent teams where multiple projects are being delivered on very short time cycles that don't align with how funding is approved.

Planview Enterprise One Enables Management of Investment Risk

Overall Satisfaction with Planview Enterprise One