Item: Planview PPM Pro
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

Planview PPM Pro was implemented as our Enterprise Portfolio Tracking Tool to have a central system for all project data, financials, time tracking, and reporting. It is being used by the PMO to tracking incoming requests and manage project data and financials. Our IT and Business Departments track time to projects in the timesheet management module.

Pros and Cons

New request workflow/kanban board helps visualize where new requests are in the process of the quote to cash/request to completion
The time tracking tool is tied directly to project tasks for seamless integration of time tracking, estimates, and actuals
The reporting capabilities and ease of use has allowed us visibility to data that we never had before
The tool is easily configurable by Administrators. We can add fields, change reports, add new dashboards within hours vs. days of trying to track things manually

Planview PPM Pro does not fully support agile methodologies from a task and time tracking perspective. It is based on the notion of assigning specific resources to projects and tasks. For fully agile companies, we need to be able to create Teams, with specific roles assigned to each time and/or people assigned to teams, so we can assign the Team and estimate to the task and the data by role will associate. We logged an enhancement with Planview for this.
The request and project data should be directly tied together, not via an association, so they can travel the kanban process together and simplify reporting
Timesheet alerts should be set by user type, not all or nothing

Return on Investment

With all requests centralized in a system vs. a spreadsheet, we can track turnaround times on estimates, finance approvals, and project closedown efforts in minutes vs. manual interactions
We created customized enterprise risk scoring using formulas that drive a risk number across all projects, this has allowed us to see the largest risks across all projects and escalate to leadership more quickly.

Key Insights

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

Yes

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

Yes

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

Yes

Did implementation of Planview PPM Pro go as expected?

Yes

Would you buy Planview PPM Pro again?

Yes

Other Software Used

Digital.ai Agility (formerly VersionOne), Microsoft Project, Trello, OneNote

Likelihood to Recommend

Planview PPM Pro (formerly Innotas) is perfect for waterfall or mostly waterfall shops. If you are an agile shop, you need to implement Lean Kit or will not have the agile capabilities. We had success linking VersionOne to Planview PPM Pro (formerly Innotas) through lean kit but it is a lot of maintenance to keep adding fields, and this does not fully support a feature team link to time tracking.

Users and Roles

450 - IT, Business, Product Management, Portfolio Management Office

Support Headcount Required

5 - Product Owner, Business Analyst, System Support Analyst

Business Processes Supported

Work intake process
Financial management
Overall portfolio management
Advanced reporting
Time management

Innovative Uses

Leverage Task Top to connect Agility features to timetracking In PPM Pro
Automation of progess reports and business case documentation

Future Planned Uses

Increase connectivity using API's or TaskTop

Likelihood to Renew

From a PMO perspective our view of the portfolio is completely changed in the last three years. PPM Pro is now fully integrated into all of our PMO Processes. We will only continue to expand from here.

Great, easy to configure tool that has completely changed our view of data and reporting

Overall Satisfaction with Planview PPM Pro