Great, easy to configure tool that has completely changed our view of data and reporting
Updated September 12, 2023

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

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

Overall Satisfaction with Planview PPM Pro

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.
  • 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
  • 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.

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


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


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


Did implementation of Planview PPM Pro go as expected?


Would you buy Planview PPM Pro again?

Yes Agility (formerly VersionOne), Microsoft Project, Trello, OneNote
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.

Using Planview PPM Pro

450 - IT, Business, Product Management, Portfolio Management Office
5 - Product Owner, Business Analyst, System Support Analyst
  • Work intake process
  • Financial management
  • Overall portfolio management
  • Advanced reporting
  • Time management
  • Leverage Task Top to connect Agility features to timetracking In PPM Pro
  • Automation of progess reports and business case documentation
  • Increase connectivity using API's or TaskTop
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.