Accidental PMs and PMP friendly too
July 07, 2017

Accidental PMs and PMP friendly too

Jane Daniel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Projectplace

ProjectPlace is used by 110 users, mainly in support roles in the "back-offices" of our bank to organize their projects, collaborate with their teams, and provide status reports to management. It provides a single location for all project data; helps standardize how projects are run; adds visibility; and works for all levels of project experience within our company. Team members are mainly located in 3 non-branch locations within the city; we are a local community bank. We use English in this software.
  • Conversations have moved from email folders to the shared conversation board, or to a visible comment section on a document, card (work assignment) or activity.
  • All documents for the project are in a single workspace for the project and can be linked to any card, conversation or activity for convenience. You can have version control of documents allowing easy collaboration and document review assignments with tracking.
  • Visual representation of the project using boards and cards. You define the workspace uniquely for each project or use a custom template. Everyone on the team can see task assignments and their completion path as they move from column to column across the board. Columns are user defined and cards can be assigned labels (color coding) and/or grouped by project plan activity. Or, you can do a traditional project plan and Ghant Chart.
  • Projects can be done at any level of complexity and therefore handled at any level of PM experience.
  • Plan tab can be confusing for a new user. There are milestones and activities and they mix them up and don't understand one date or two. If I could give them the option to only use one or the other and add a combined view, this may help.
  • I find the online documentation and brief videos fantastic, but not everyone is a self-learner. The provided training at purchase was horrible; it was outsourced to someone who knew less than I did because the company was based in Sweden. It may have improved in the US with the addition of offices in the US and the connection to Planview.
  • Reporting to management is extremely limited. I can export status boxes to Excel but that is about all. ProjectPlace also uses Power BI but the Portfolio level fields were not included yet.
  • It is really too soon to tell. We are in the second year and I only made ProjectPlace a required tool 6 months ago. I am still working on selling it to the nay-sayers.
  • Some executives get involved as sponsors and love seeing all the information for their projects.
  • It is solving a large mess on our company level network drive. It is making archiving and saving a project for 7 years easy. The regulators were pleased.
I think I answered this previously. I didn't find any other product that would work at all levels of PM experience.

Great for inexperienced project managers; most of our project managers have a full-time role in addition to their project work.

You can track workload by cards or hours or days but since our PMs are not doing this full time, we don't encourage this. Some of our tech folks are tracking their time on cards or time reports because they are available.

Needs more upper management dashboard views. Currently I can add a team view for middle managers to keep them from being added to every project their staff works on, but it doesn't roll up and staff members can only be on one team view. This is a new feature that I'm sure will grow this year.

Planview ProjectPlace Feature Ratings

Task Management
10
Resource Management
5
Gantt Charts
6
Scheduling
6
Team Collaboration
9
Support for Agile Methodology
7
Support for Waterfall Methodology
7
Document Management
10
Email integration
Not Rated
Mobile Access
8
Timesheet Tracking
7