Planview Portfolios review
We use Planview Portfolios to manage our Data & Digital portfolio of programmes and projects from concept through to completion.
Planview PortfoliosFormerly Planview Enterprise One
Overview
What is Planview Portfolios?
Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.
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What is Planview Portfolios?
Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.
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- Premium Consulting/Integration Services
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Planview Portfolios?
Planview Portfolios is a project portfolio management and enterprise architecture management tool provided by Planview, Inc., located in Austin, TX. It includes two components: Portfolio and Resource Management (formerly Planview Enterprise), and Capability and Technology Management (formerly Troux). The platform is available as a cloud-based or on-premise service.
Portfolio and Resource Management (formerly Planview Enterprise) connects strategy to execution by improving decision making across the enterprise, including product development, IT, and services. By integrating planning and execution, it enables organizations to prioritize their portfolios, balance organizational capacity against demand, link plans and resources to project execution, and manage the underlying financials of the entire process.
Capability and Technology Management (formerly Troux) is designed to drive business outcomes by connecting technology with business context. The vendor says this enables IT leaders to advance business strategies and capabilities by making better decisions about application and technology portfolios. According to the vendor, the module’s data model and visualizations, combined with deep domain expertise in application and technology management, enable customers to achieve shorter time to value and to better communicate the business value of IT.
Planview Portfolios Features
- Supported: Resource Management
- Supported: Actuals: Understand Projected Versus Actuals
- Supported: In-Application Views and Reports
- Supported: Strategic Planning
- Supported: Analytics and Reporting
- Supported: Investment Prioritization
- Supported: Scenario Modeling
- Supported: Impact Analysis
- Supported: Capacity Planning
Planview Portfolios Screenshots
Planview Portfolios Video
Planview unveils Planview Enterprise One, launching a new era of Work and Resource Management
Planview Portfolios Integrations
Planview Portfolios Competitors
Planview Portfolios Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Mac |
| Mobile Application | No |
| Supported Countries | North America, South America, Europe, Asia, Australia |
| Supported Languages | English, French, German, Spanish, Chinese, Japanese |
Planview Portfolios Downloadables
Frequently Asked Questions
Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.
Reviewers rate Implementation Rating highest, with a score of 8.2.
The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
Comparisons
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Reviews and Ratings
(169)Attribute Ratings
- 8.2Likelihood to Renew
- 7.3Availability
- 7.3Performance
- 6.9Usability
- 7.9Support Rating
- 6.4Online Training
- 6.4In-Person Training
- 8.2Implementation Rating
- 7.3Configurability
- 7.3Product Scalability
- 5.5Vendor pre-sale
- 4.5Vendor post-sale
- 8.2Planview PPM Pro Configurability
- 5.5Professional Services
- 6.4Contract Terms and Pricing Model
Reviews
(1-25 of 104)Companies can't remove reviews or game the system. Here's why
June 11, 2024
Planview Portfolios review
We use Planview Portfolios to manage our Data & Digital portfolio of programmes and projects from concept through to completion.
- Financial management
- Project scheduling
- Dashboards & Reporting
- Project registers are limited to 3
- Calculated fields cannot use dates
Our organization uses Planview Portfolios to manage our IT project portfolio. The platform allows our organization to better manage and schedule upcoming work and make decisions based on our IT budget and the capacity of our workforce. Portfolios are also used to determine project prioritization.
- Investment and Capacity Planning.
- Effort Tracking.
- Estimation
- Complicated UX for new & intermediate users.
- Limited reporting capabilities.
We use Planview Portfolios to manage the following: * Manage effort estimates and actuals against projects * Project Financial Management * Resource Management * Support requests to the Planview Support team.
- Connect strategy to delivery.
- Manage resource utilization.
- Captures effort estimates and actuals.
- Capturing lower-level detailed expenditures within a project so that financial screens can show the details of the roll-up.
- Reporting flexibility so that end users can create their own quick ad hoc reports for analysis.
- Capturing matrixed skills on resources to ensure staffing is adequate and better align demand to supply.
June 11, 2024
Planview Portfolios
We use Planview Portfolios enterprise wide in our global organization. We use this tool for Project Management, Financial Managment, Demand and Resource Management, time tracking, and billing. This tool allows us to have all of our information in one place and coordinates with other tools for project management such as Project Place.
- Financial management
- Demand Management
- Resource management
- Time Tracking
- I'd like the ability to personally customize the pre-designed tiles
- I'd like the ability to create my own reports by ticking a box of exactly which data I'd like to view. Sometimes what I want is a combination of reporting options that are already available, and I need to pull both and combine on my own in excel.
- I'd like to be able to expand my column sets with an easy select all concept and click on a column line (similar to excel) instead of moving each column individually.
- I'd like the ability to create a landing page
June 10, 2024
90% Happy with Planview Portfolios
We use Planview Portfolios for our overall Project, Resource and Financial Management. Planview Portfolios is used from the initial idea until the project closure.
We use all available modules in Planview Portfolios (Work, Outcomes, Planning, Releases, Strategies).
Planview Portfolios gives us a single source of truth for all our Projects. As a result, it provides a huge transparency.
We use all available modules in Planview Portfolios (Work, Outcomes, Planning, Releases, Strategies).
Planview Portfolios gives us a single source of truth for all our Projects. As a result, it provides a huge transparency.
- Lot of possibilites
- All features in one Product
- Exchange of data between the modules must be improved.
- Enhancement requests via IdeaPlace are mostly ignored.
- Customer Care has room for improvement.
- Already available modules are not being improved.
June 10, 2024
Solid Portfolio Management Tool
Score 10 out of 10
Vetted Review
Verified User
Planview Portfolios is used as our single sources of truth for Strategy implementation through change and our capital investment planning system.
We manage our entire investment portfolio using the ICP functionality of around 14k projects. when it comes t execution all projects are gated and controlled in Planview Portfolios and project progression is monitored using resource data through allocation and time sheeting. Financial management is done through integration with our core financial systems. With that we have replaced a raft of Excel sheets, bespoke databases and manual interventions and significantly speed up decision processes.
We manage our entire investment portfolio using the ICP functionality of around 14k projects. when it comes t execution all projects are gated and controlled in Planview Portfolios and project progression is monitored using resource data through allocation and time sheeting. Financial management is done through integration with our core financial systems. With that we have replaced a raft of Excel sheets, bespoke databases and manual interventions and significantly speed up decision processes.
- management of large amount of data
- integrate into existing landscape (e.g. financial systems, project delivery systems)
- flexibility in Project delivery methods (waterfall, Agile, Kanban) all in one programme
- Visualise work status
- User interface (but new modules are getting there)
May 17, 2024
What we needed... Planview Portfolios
We use Planview Portfolios for high level project management, capacity management and some basic financial tracking. One of the issues we have faced over the years is the ability to have capacity management and project management in one place, managed together, not just linked together but managed together. We have hundreds of projects with hundreds of managers, engineers, outside service workers and others working to achieve our goals and it has been a real challenge to get that big picture we need for future planning not just the short term management. I feel like we now have a way to really understand our technology development eco system in a way we have not had before. As we get even more involved with Portfolios and the other tools in the Planview Suite I’m sure the insights we will glean will be invaluable to our continued success.
- Allows to select carefully how we document our work
- Let's us track financials at whatever level we deem necessary
- Gives us the ability to track actual work from specific resources
- Allows us to plan for future work based on availability of resources
- Adjusting field once established is impossible and requires creating a new field, and then you end up with having to copy data or else...
- It would be a nice thing is users (not Admins) could do some superficial labeling or changes like that based on their specific needs without impacting the entire org.
- Some things are not very intuitive, the learning curve is heavy, although once you get it it's great. If you step away for a while coming back is nearly as difficult as the first time you used it.
- Users should be able to tag a person or create a notification for someone on the fly as they need to without an Admin having to setup a whole system to do it.
May 17, 2024
Planview Portfolios
Score 9 out of 10
Vetted Review
Verified User
We started to use Planview Portfolios after migrating from Microsoft Project. There was a tremendous amount to not only learn but bring together and make it manageable to then teach the rest of the enterprise team. During the Planview Ambassador training provided, we received tremendous support to better understand the impact of Resource Capacity, Financial reports, and the workflow of the solution which has helped out organization get better insights on project work and impacts.
- Resource Capacity
- Report Use
- Portfolio Management
- Resource Allocations
- Better use of dragging and copying data within it's solution. You can't copy or paste data
- Stronger Undo Capabilities
May 16, 2024
Planview Portfolios Review
Portfolios are being rolled out to the entire business, not just a single department. It will allow better visibility into projects and financials, increased productivity, and connectivity across our business.
- Portfolio Manager - allows customized views of work across the platform.
- Financial Management - allows detailed or high level visibility.
- My Overview - allows quick access to items specifically related to you.
- Change, Risks, and Issues need to be modernized and, most importantly, connected to work.
- Configuration Migration tools need to be useable and easy to perform.
- Content Management needs to be modernized and easier to access documents, similar to ProjectPlace.
May 16, 2024
Planview Portfolios.
We use Planview Portfolios as our project, portfolio management tool. We use Portfolios to manage both projects and portfolios. We also use the reporting functionality to allow us to manage and report on all of our projects and portfolios throughout the enterprise. We also use the financial screen to manage our project and portfolio budgets and compare with actual/forecasts to identify variances to enable to stay within budget. We plan to connect Portfolios with AgilePlace next month for a connected solution.
- Managing projects' schedule, scope, and budget.
- Capacity and demand planning.
- Enterprise-wide reporting.
- Portfolio management.
- Ability to do estimations based on capabilities. We need to know the costs of the different capabilities we are building within one project.
May 16, 2024
Great Product and value for money.
We are using Portfolios for Portfolio and Resource Management (PRM). Planview Portfolios has helped us define a governance process around our initiatives and work to help ensure we are on track. We also have our Resources in Planview; hence, we have a clear visibility of demand in the pipeline vs. the capacity we have in the Organization.
- Resource Management.
- Demand Management.
- Financials
- Investment Capacity Planning.
- Reports
- Cost
May 15, 2024
Planview Portfolios - great for large organizations with existing Project Management expertise.
Planview Portfolios allowed us to see all of our work across a truly global, large, complex IT organization for the first time. The value it has created has been enormous so much so that we have other functions within the organization desperate to join the IT teams in using its capabilities! It's resulted in my team being very busy!
- Visibility.
- Persona based views - reporting and tiles.
- Robust system.
- Connected work
- There is a lot to take on - many users experience information overload.
- UI is a bit 'old' but improvements keep coming.
May 14, 2024
Planview Review
Portfolios is used to support our NPD (New Product Development) process. It used as governance to determine when new projects can be approved. It is also used for execution of the project to create the schedule and tracking of milestones. Portfolios is also used to understand and track resource capacity.
- Ability to create custom attributes and configurations for your business
- Ability to capture resource capacity
- Linking projects to resources
- Creating custom lifecycle flow to support governance
- Schedule visualization could be improved
- Navigation not intuitive for occasional users
May 14, 2024
Good tool with lots of potential
I currently use Planview Portfolios in a system administrator capacity. I help our users understand Planview capabilities that can help solve their project/program management needs. At the moment our users are looking for solutions to give leadership an idea of what efforts are occurring and who is managing them. In the near future that will expand to the resources delivery that work for those efforts and the costs associated to deliver. The product has already solved for getting project data into the tool and who is managing those projects. It has also helped align those efforts to company/leadership strategies. With a very large organization with anywhere from 700+ projects going at one time, reporting is a key deliverable our teams are looking to Planview for once data enters into the tool. We are currently up and running with reporting options but do feel they could be expanded.
- Ability to create simple or complex lifecycles when needed
- Viewing a portfolio of data at once for overall group view
- Resource management expansion over the years has allowed more valuable data
- Increases for data system can process when it comes to reporting
- Allowing strategic structure capabilities to be similar to all others, currently limited in add/deletes from a structure standpoint and have to go the portfolio route.
May 14, 2024
Deliver on Strategic Goals
We use Planview Portfolios to deliver on our organization strategic plan, team capacity planning.
- Project Management
- Capacity Planning
- Reporting
- Customer have complain regarding not knowing where to go to complete there work
- Modernize the UI
- Accessibility to customer data
May 14, 2024
Planview Portfolios
We have used Planview to manage a product portfolio and time tracking for a number of years but are excited about the changes that they have made to support digital transformation and connecting work to a broader use.
- manage work
- manage resources
- manage capacity
- backend architecture is complicated
Planview Portfolios is used for work management, scheduling and milestone communication, resource management, and financial planning across multiple departments to create an enterprise-wide picture of the health of the organization. We use it to track and communicate key items to stakeholders around the organization and automate reporting of that information.
- Data management
- Reporting
- Customizability
- Outdated user interface
- Learning curve
- Overly complex for small use cases
November 17, 2023
My User Experience with Planview Portfolios
Score 9 out of 10
Vetted Review
Verified User
It is one of the most important tools for the planning and implementation of any project in the organization. In a multispeciality hospital we need to drive- strategy delivery while maintaining strategic portfolio planning capabilities. This robust tool helps us to plan various health projects and technological advancements and translate the planning into delivery on our cross-functional scale with a clear roadmap. It connects with our investments, outcomes, business capabilities, and finances ultimately building a robust plan without any failure operational tools can be helpful to any organization that deals with multiple projects and wants to bring technological advancements for growth.
- Planning and tracking projects.
- Effective financial management
- Portfolio Optimization
- Mobile Accessibility
- Advanced Analysis
- Automation Breakdown
September 22, 2023
Strategic Planning - Meet your goals!
Score 9 out of 10
Vetted Review
Verified User
We use Planview Portfolios to manage all of our IT projects. We leverage metrics to forecast capacity and needs and also how we are prioritizing these projects. Before using Planview Portfolios we managed our portfolios on several different platforms to cover all of our needs. Planview Portfolios is a one stop shop for managing resource, projects, financial aspect and tasks. We are incredibly pleased with how it has worked for us.
- Metrics and Reporting
- Resource Capacity
- Strategic Alignment
- Automation in the workflows
September 14, 2023
Planview Portfolios in depth
I am a Planview Portfolios admin for my company. I create user accounts, terminate accounts, and run audits. I am part of running the business making sure accounts are in Planview correctly and making sure our audits are correct. I also complete the weekly timesheets within Planview Portfolios to track what it is that I work on.
- Audits
- being able to track project utilization easily
- knowledge articles
- sometimes the lagging in Planview Portfolios
- clearing out the utilization when deactivating an account. In my opinion, it is hard to go to the next section when zeroing out the utilization
- an easier navigation to get to different sections.
September 14, 2023
Planview Portfolios: Excellent product that stands out from the pack
Strategic Portfolio Management and Project Portfolio Management. Enterprise scope.
- Highly configurable system
- Robust Portfolio Views capability
- Adaptable solutioning to changing business conditions and needs
- Stronger, more robust tool for T-SQL Dataset Management
- Workplan functionality & integration that is more intuitive and efficient to use for PMs
- More robust Work Management Hierarchy that enables Parent-Child relationships
September 14, 2023
Planview Portfolio for IT Program Management
We use Planview Portfolios to manage IT projects and programs, specifically for resource management. We leverage reporting from Planview Portfolio to forecast resource capacity and needs for projects, and for project/program prioritization.
- Structures Portfolios, Programs, and Projects
- Built-in and integrated reporting
- Resource capacity management
- Workflows and navigation. The UI can be counterintuitive
- Project level scheduling and WBS integration across products (Portfolios to ProjectPlace)
- Views
September 14, 2023
Outrageous Fan of PV
I offer support to end user of Planview. I work with the Product Owner with prioritizing the backlog. I work with our Development Team on releases.
- Agile Costing - automated timesheet
- Reports and Analytics at the strategy level
- Assigning Resources to the work items
- Reporting and Analytic at the resource level
- Capturing history - after progressing runs it wipes out who did what hard to know to to have conversations with
- Slowness - switching screen the load takes an eternity
- Customer Success Center do not produce answers to match my question.
September 14, 2023
New to Portfolios but not Planview!
Business' Intake. Project status. Resourcing and time keeping. Portfolio Management.
- In take
- PM status reporting
- Organization of portfolio work - list
- Reporting
- Project Schedules
- Resource allocation view
September 14, 2023
Planview Portfolios
The organization uses Planview Portfolios to manage projects and resources. Being able to track resource capacity is a huge win. We can quickly see over and under utilized resources due to time management capabilities in the tool. It helps to spread the workload across multiple projects so there should never be too much demand on an individual.
- Simplicity
- Time management
- Customization
- Report criteria doesn't always save after hitting the save button
- Easy report creation for new users