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Planview Portfolios - great for large organizations with existing Project Management expertise.
Updated May 15, 2024

Planview Portfolios - great for large organizations with existing Project Management expertise.

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

Modules Used

  • Portfolio and Resource Management (formerly Planview Enterprise)
  • AgilePlace

Overall Satisfaction with Planview Portfolios

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.
  • Resource Management
  • Visibility
  • Financial Management
  • Soft benefits such as increased visibility and transparency of the work being done.
  • We've been able to offboard from some other tools and consolidate our efforts within the Planview suite of applications, saving money and time

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?

No

Did implementation of Planview Portfolios go as expected?

Yes

Would you buy Planview Portfolios again?

Yes

Portfolios is suited to large organizations with existing Project Management practices and processes already in place. PMOs or a similar structure are really essential to help manage and support this system. Do not try to create processes by implementing a tool, get the processes first, and then get the tool to work for those processes.

Using Planview Portfolios

5000 - IT, customer experience, Change & Comms, R&D, SPMO
30 - We have a team of global administrators and then group administrators for each business area, who have fewer responsibilities and more restrictions on their grants.
  • The ability to see all projects
  • The ability to manage resource capacity
  • The ability to attribute labour cost to the correct work
  • Live reporting
  • In the project to product shift
$$$

Evaluating Planview Portfolios and Competitors

Yes - HP PPM (Micro Focus) - it was terrible and not fit for purpose
  • Scalability
  • Other
The ability to have different work items based on the various business groups and methodologies that they utilise to deliver work
I would make it simpler, but not a lot would change