Planview Portfolios

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Planview Portfolios
Score 8.3 out of 10
N/A
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.N/A
Pricing
Planview Portfolios
Editions & Modules
No answers on this topic
Offerings
Pricing Offerings
Planview Portfolios
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Planview Portfolios
Considered Both Products
Planview Portfolios
Chose Planview Portfolios
The functionality is there, but the Workfront UI is much more progressive and User Friendly.
Chose Planview Portfolios
It connects strategy back to delivery. it can handle multiple delivery methodologies
Chose Planview Portfolios
Jira, serves a different purpose hence, has a lot of additional features.
Chose Planview Portfolios
Planview and Microsoft Project have many similar features. However, the direct contact with the Planview team for questions, tech support, and training is unprecedented and appreciated.
Microsoft Project:
-Weaknesses: Limited to single project management, lacks risk and time …
Chose Planview Portfolios
We use Planview Portfolios for 10+ years. Therefore, we do not have experience with other products.
Chose Planview Portfolios
Planview Portfolios is the market leader in the area, the flexibility of the product and the continuous investment by Planview makes Planview Portfolios currently the best in the market. The support organisation for implementation and run of Planview Portfolios rounds off the …
Chose Planview Portfolios
I was not with my organization at the time.
Chose Planview Portfolios
We are just in the process of deploying AgilePlace and will connect with Portfolios Smartsheet, which does have the functionality we need. We are just starting to use AgilePlace. We have a business group doing a proof of concept.
Chose Planview Portfolios
Planview has been growing continuously in the last decade or so, and its acquisitions of some big players in the market have imparted much-needed confidence in the tool. The ability to integrate Planview using APIs, Snap Logic, or Planview's own tool, 'Hub,' makes it stand out …
Chose Planview Portfolios
We are currently in the process of evaluating but so far Planview seems to fit our needs the best. Portfolios was selected prior to me joining the team.
Chose Planview Portfolios
In our organization we selected Planview Portfolios for the capabilities it offered.
Chose Planview Portfolios
used clarity. similar challenges
Chose Planview Portfolios
Planview Portfolios has an extremely robust data structure that supports many different use cases. Its customizability, large suite of features, and great customer service makes it a fantastic and scalable solution for many different businesses and business process …
Chose Planview Portfolios
Planview Portfolios has an easier interface for users and executives. Ease of use was key for us.
Chose Planview Portfolios
Planview Portfolios product capabilities positions it well, as a leader in the industry
Chose Planview Portfolios
Planview has much more potential in terms of it's products and capabilities. It can integrate more easily with many more of our other products and software. Planview reporting is much more intuitive.
Chose Planview Portfolios
n/a, the evaluation that I did was 4+ years ago. So much has changed since that time.
Chose Planview Portfolios
When we first started using Planview it was not as user (PM) friendly as MS Project but has improved significantly over the years
Chose Planview Portfolios
I think Planview Portfolios is having very user friendly UI and easily navigate to different modules and proper naming conventions
Chose Planview Portfolios
Currently use both Planview Portfolios (larger customer scale) and ProjectPlace (minimal customer scale) both provide services we need.
Chose Planview Portfolios
Clarity is significantly more configurable and more intuitive. When implementing Clarity, you do have to be careful not to configure too much- if you do, the canned reports will not work.

I was not on the team that selected Planview Portfolios.
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User Ratings
Planview Portfolios
Likelihood to Recommend
8.7
(111 ratings)
Likelihood to Renew
8.3
(18 ratings)
Usability
6.8
(11 ratings)
Availability
8.2
(3 ratings)
Performance
6.8
(2 ratings)
Support Rating
7.7
(11 ratings)
In-Person Training
6.4
(1 ratings)
Online Training
6.4
(3 ratings)
Implementation Rating
8.7
(4 ratings)
Configurability
7.9
(3 ratings)
Contract Terms and Pricing Model
6.4
(1 ratings)
Ease of integration
3.6
(1 ratings)
Product Scalability
8.2
(2 ratings)
Professional Services
7.3
(2 ratings)
Vendor post-sale
6.8
(2 ratings)
Vendor pre-sale
5.5
(1 ratings)
User Testimonials
Planview Portfolios
Likelihood to Recommend
Planview
Planview Portfolios is well suited to provide a single, central, view of the truth. There is clear expansion capabilities to integrate it as a true Enterprise toolset with existing organisation wide (not just delivery) - you can pick and choose what you need to implement and that list gets longer. The ability to quickly gain an understanding of resources within the overall portfolio and some really clever tools regarding capacity and demand modelling. I think the only challenge we have encountered is modelling our Business as Usual activity to a level of detail - this is due to other tools being very embedded not just in the organisation but across a lot of industries.
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Pros
Planview
  • Manage large portfolios with thousands of projects.
  • Roll up financials across strategic hierarchy for projects around the world.
  • Manage access in multiple ways so we can set up each user/role with just the right permissions.
  • Support a variety of reporting and analytics methods.
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Cons
Planview
  • 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.
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Likelihood to Renew
Planview
We have been a Planview customer since 1999 and have seen it grow and mature as a tool. We have looked at other tools and have found that PV continues to meet our needs and is easy for our resources to use. They work to stay up on the project management industry and the direction it is going, keep on on current technology so that we can work more effectively, provide excellent customer support and have great pricing for what they offer. We can purchase only the modules we need versus buying a tool where we would only use a portion of the functionality.
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Usability
Planview
The toolset is provisioned as a SaaS solution making it very easy to scale up / down as our user bases increase/decrease. There are some features around the planning capability that could be improved to enable ease of access to our PMs e.g. dependency management (while powerful) dependency management doesn't allow you to add constraints in the same field - you have to click to a separate area
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Reliability and Availability
Planview
We are long time Planview users and its availability is only limited to our internal SLAs for nightly backups. I have never experienced any unexpected or prolonged software downtime from Planview itself.
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Performance
Planview
There are occasions when the system is a bit sluggish. However, it may not always be on the Planview side. We are investing in better tools to monitor our network performance, which will help us diagnose issues more effectively in the future.
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Support Rating
Planview
Going through proper channels of support is fine for minor to moderate issues. However, lately the critical issues that arise have been frequent and the standard support cases do not always seem to relay just how critical these issues are and we have to utilize our customer rep to help escalate. Fortunate to have that escalation method.
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Online Training
Planview
Generally good. Sometimes, users are a bit overwhelmed, and it takes multiple sessions for them to get the hang of it.
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Implementation Rating
Planview
Always have a pre-implementation meeting or conference call with Planview to ensure all are on the same page, disclosure of all and any customization (including reports) and plan for support after implementation of a specified amount of time with the assigned implementation resource. And document everything
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Alternatives Considered
Planview
We are currently using Planview AgilePlace. Also we use Tasktop Hub for integrating with other applications within the organization. We would like to use ProjectPlace which is integrated with Planview Portfolios in the future.
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Contract Terms and Pricing Model
Planview
Did not help purchase product.
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Scalability
Planview
We are constantly growing and expanding. It is challenging to accommodate different user needs, but the system does provide means of doing that as we desire.
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Professional Services
Planview
some resources were great, but too much on their plates to be available
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Return on Investment
Planview
  • The positive impact is the ability to manage our projects enterprise wide.
  • Managing and reporting on projects and programs via portfolios makes it easy to identify troubled projects/programs that need immediate attention.
  • The negative is that pushing too much change too quickly is hard for us. We need to get our users focused on the basics of PM before we can adopt everything else. We need to introduce change to different companies based on their maturity level. Too much change too quickly is not always beneficial. We need to focus on core competencies.
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ScreenShots

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.