Planview Portfolios
Updated May 14, 2024

Planview Portfolios

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

Modules Used

  • Portfolio and Resource Management (formerly Planview Enterprise)

Overall Satisfaction with 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
  • growth beyond projects
  • back end configuration is difficult without knowledge or support
used clarity. similar challenges

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

Yes

Are you happy with Planview Portfolios's feature set?

Yes

Did Planview Portfolios live up to sales and marketing promises?

Yes

Did implementation of Planview Portfolios go as expected?

I wasn't involved with the implementation phase

Would you buy Planview Portfolios again?

Yes

Planview can definitely support project portfolio management and resource management. Looking forward to using for Lean Portfolio Management.

Using Planview Portfolios

1000 - mostly IT
2 - configuration SQL
  • capacity
  • resources
  • timesheets
  • roll out beyond IT
  • alignment to strategy and delivery

Evaluating Planview Portfolios and Competitors

  • Cloud Solutions
  • Scalability
would look for ease of use

Planview Portfolios Implementation

implementation is specific and cumbersome to transition
Change management was a small part of the implementation and was well-handled
  • configuration support

Planview Portfolios Training

Configuring Planview Portfolios

work with planview
Some - we have done small customizations to the interface
No - we have not done any custom code

Planview Portfolios Support

support system has changed and connections are ok but most support is inconsistent in outsourced resources and response times.
ProsCons
None
Slow Resolution
Poor followup
Less knowledgeable
Problems left unsolved
Not kept informed
Escalation required
Difficult to get immediate help
Need to explain problems multiple times
Support doesn't seem to care
Slow Initial Response
no, just need basic support for our use
when I first started and we had a dedicated sales team

Using Planview Portfolios

individual configuration and ability to pivot is challenging without support.
ProsCons
Like to use
Well integrated
Quick to learn
Feel confident using
Unnecessarily complex
Requires technical support
Inconsistent
Cumbersome
  • viewing resources and work
  • reporting
  • portfolios
  • administration

Integrating Planview Portfolios

  • Single Signon
  • API (e.g. SOAP or REST)
  • ETL tools
difficult and needs experts on both sides

Relationship with Planview

always changing contacts, poor communication,
originally fine but once SOW complete, not good.
some resources were great, but too much on their plates to be available.
flexible contracting