Skip to main content
TrustRadius
Planview Portfolios

Planview Portfolios
Formerly 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.

Read more
Recent Reviews

Planview Portfolios

9 out of 10
May 17, 2024
We started to use Planview Portfolios after migrating from Microsoft Project. There was a tremendous amount to not only learn but bring …
Continue reading

Planview Portfolios.

10 out of 10
May 16, 2024
Incentivized
We use Planview Portfolios as our project, portfolio management tool. We use Portfolios to manage both projects and portfolios. We also …
Continue reading

Planview Portfolios

8 out of 10
May 14, 2024
Incentivized
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 …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

View all pros & cons
Return to navigation

Pricing

View all pricing
Planview Portfolios

Planview Portfolios

N/A
Unavailable

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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

28 people also want pricing

Alternatives Pricing

Microsoft Project

Microsoft Project

$10
per user/per month
What is Microsoft Project?

Microsoft Project is a project management software. It provides core PM functionality, including agile workflow support and resource management. Project can be deployed in the cloud or on-premise.

Jira Software

Jira Software

$81.85
per month 10 users
What is Jira Software?

Jira Software is a project management tool from Atlassian, featuring an interactive timeline for mapping work items, dependencies, and releases, Scrum boards for agile teams, and out-of-the-box reports and dashboards.

Return to navigation

Product Details

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

Screenshot of Plan and balance capacity to focus the right resources on the right work for successful delivery on the most important programs, applications, products and projects.Screenshot of Demonstrate how much it costs to deliver capabilities to the business - by application and by user - to support strategic initiatives.Screenshot of New integrated views improve balancing project schedule and resource availability.Screenshot of Make data-driven decisions with comprehensive analytics and reporting. Get insights into portfolio performance, enable continuous planning.Screenshot of Improve decision making with analytics and reporting.Screenshot of Roadmap a strategy for products, services and applications. Strategic roadmaps define timeframes, milestones, and releases across portfolios for outcomes that span organizations.

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 TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesNorth America, South America, Europe, Asia, Australia
Supported LanguagesEnglish, 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.

Microsoft Project, Smartsheet, and monday.com are common alternatives for Planview Portfolios.

Reviewers rate Implementation Rating highest, with a score of 8.2.

The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(154)

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
May 14, 2024

Planview Portfolios

Verified User
Professional in Information Technology
Health, Wellness and Fitness Company, 1001-5000 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • manage work
  • manage resources
  • manage capacity
  • backend architecture is complicated
Likelihood to Recommend
Planview can definitely support project portfolio management and resource management. Looking forward to using for Lean Portfolio Management.
Most Important Features
  • growth beyond projects
Return on Investment
  • back end configuration is difficult without knowledge or support
Alternatives Considered
used clarity. similar challenges
Other Software Used
Users and Roles
1000
mostly IT
Support Headcount Required
2
configuration SQL
Business Processes Supported
  • capacity
  • resources
  • timesheets
Innovative Uses
  • roll out beyond IT
Future Planned Uses
  • alignment to strategy and delivery
Likelihood to Renew
7
Products Replaced
No
Key Differentiators
  • Cloud Solutions
  • Scalability
Evaluation Lessons Learned
would look for ease of use
Implementation Rating
4
implementation is specific and cumbersome to transition
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Phases
No
Change Management Lessons
Change management was a small part of the implementation and was well-handled
Implementation Issues
  • configuration support
Training Types Used
  • Online Training
  • In-Person Training
In-Person Training
7
Online Training
7
Product Configurability
8
it is complex
Configuration Lessons
work with planview
UI Customization
Some - we have done small customizations to the interface
Extensibility and Customization
No - we have not done any custom code
Additional Customization Considerations
none
Support Rating
7
support system has changed and connections are ok but most support is inconsistent in outsourced resources and response times.
Premium Support
no, just need basic support for our use
Bug Resolution
No
Exceptional Examples of Planview Portfolios Support
when I first started and we had a dedicated sales team
Usability
7
individual configuration and ability to pivot is challenging without support.
Easy Tasks
  • viewing resources and work
Difficult Tasks
  • reporting
  • portfolios
  • administration
Mobile Interface Availability and Impressions
Yes, but I don't use it
Scalability
8
Reliability and Availability
8
Performance
8
Systems Integrated With
  • none
Future Integration Plans
  • workday
  • azuredevops
Types of Integration
  • Single Signon
  • API (e.g. SOAP or REST)
  • ETL tools
Integration Lessons Learned
difficult and needs experts on both sides
Pre-Sale Experience
6
always changing contacts, poor communication,
Post-Sale Experience
5
originally fine but once SOW complete, not good.
Professional Services
6
some resources were great, but too much on their plates to be available.
Key Negotiation Points
unsure
Contract Terms and Pricing Model
7
Dealing with Planview
flexible contracting
Upgrade Process
No
Upgrade Benefits
  • cloud
Anticipated Benefits from Future Upgrades
  • continuous cloud
Return to navigation