Document & Task Management at Planview!
July 08, 2021

Document & Task Management at Planview!

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

Overall Satisfaction with Planview Projectplace

We use Planview Projectplace to address and track our progress on marketing projects that we have going on. Documents being uploaded to Planview will show in a new to old order, so this ensures that when we're viewing documents, we know we are looking at the latest and greatest. Also, when looking at the progress of our work, we're able to see where we're at in the process.


  • Document storage.
  • Assigning action items.
  • Sharing & collaboration.


  • Reports & dashboards can be better.
  • Updating cards takes time.
  • Exporting features.
  • Tracking work progress.
  • Communication via platform.
  • Streamlines work.

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


Are you happy with Planview ProjectPlace's feature set?


Did Planview ProjectPlace live up to sales and marketing promises?


Did implementation of Planview ProjectPlace go as expected?


Would you buy Planview ProjectPlace again?


The Planview Projectplace support team is awesome! One can reach them via chat, email or phone call. They are easily accessible and ready at your service. They will help troubleshoot any problems one might have, and walk you through the process on how to do certain things. Definitely a great resource one can count on, and do not hesitate to ask!
Overall usability of Planview Projectplace is fairly good. It's not the easiest software to pick up, but it is also not the hardest. With some time using it and having someone walk you through the initial steps of how to navigate through it, it will be easy to use. Like any new program, it takes time to be proficient at it.
  • Microsoft 365 (formerly Office 365)
I would say Planview Projectplace is an easier program to pick up on versus Microsoft 365. To get Microsoft 365 set up on the company's network can be a challenge and having it properly synced with all the other Microsoft applications can be cumbersome. But, when it is set up properly it works very nice and smooth. Planview is more for the simple, get it done software.
Planview Projectplace is better suited for a large project team where there needs to be communication amongst the different personnel in the project team. If multiple documents need to be looked at for approval, this software is suited for that. It is very good to track progress and stay on top of tasks. Sometimes, when forecasting how long certain things take, it can be a little difficult.

Planview ProjectPlace Feature Ratings

Task Management
Resource Management
Gantt Charts
Team Collaboration
Support for Agile Methodology
Support for Waterfall Methodology
Document Management
Email integration
Mobile Access
Timesheet Tracking


More Reviews of Planview ProjectPlace