Planview Portfolios helping to drive connected work.
We use Planview Portfolios to manage our portfolio of Digital projects across the organisation. The key business problems we are trying to …
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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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 8.7.
The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
Comparisons
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Reviews and Ratings
(177)Attribute Ratings
- 8.3Likelihood to Renew
- 8.2Availability
- 6.8Performance
- 6.8Usability
- 7.7Support Rating
- 6.4Online Training
- 6.4In-Person Training
- 8.7Implementation Rating
- 7.9Configurability
- 8.2Product Scalability
- 3.6Ease of integration
- 5.5Vendor pre-sale
- 6.8Vendor post-sale
- 8.2Planview PPM Pro Configurability
- 7.3Professional Services
- 6.4Contract Terms and Pricing Model
Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
We use Portfolios for capital portfolio optimization, reporting and analytics, and enterprise project and portfolio management. We integrate it with our ERP systems and with Planview AgilePlace and Projectplace for multiple use cases/processes.
- 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.
- ODATA is powerful but complex to customize, and it is hard to track query changes (who changes what when).
- The user interface defaults to the last open portfolio, which can waste a lot of time loading a large portfolio if that's not what you want now.
- Job management logs need better error messages to diagnose the issues.
- During multiple market downturns, Portfolios helped us to track the priority of major projects and provided a central source of truth to coordinate stopping projects to preserve cash.
- Portfolios have allowed us to decommission several other in-house solutions - a custom Sharepoint database of small cost-saving projects and a legacy Changepoint time tracker.
Portfolios have better integration with reporting and other systems vs. MS Project.
10000
Capital and Expense Project Management, Payroll.
10
Project Management, Change Management, Data Analytics, Integrations, Database Administration, Service Management.
- Capital Project and Portfolio Management.
- IT Costing.
- Lean Project Execution.
- 10-year capital budget forecasting.
- Project efficiency analytics (time and money).
- Multi-tier strategic operationalization.
- AI-assisted portfolio management.
- Adoption of Agile methodologies outside IT.
- Project workforce optimization.
No
- Scalability
- Integration with Other Systems
We chose Planview around 2018 because we had a multi-year change management plan for capital management best practices, including the deployment of enterprise stage gate and portfolio management practices. I wasn't involved in the solution selection, but Portfolios exceeded the other options at the time.
I was not involved in the selection. But if I had to do it today, I would focus on the ease of customization without additional cost, the vendor's availability to support ongoing change management in the human dimension of processes that use the system, and the modernity of the reporting infrastructure.
- Don't know
Go slow. Do not turn on every feature of the system at once. Ensure you fully understand how Planview intended that part of the system to work and its pros and cons. And keep customizations to a minimum. That way, you will make the most of the capabilities as intended and have less de-customization work down the road as you move toward industry-standard best practices or the vendor improves on existing capabilities.
Some - we have done small customizations to the interface
We have built several screens, lifecycles, and menus. This is pretty easy to do by creating custom fields, adding them in a WYSIWYG fashion, and scripting the behavior of popups. We have also set the menu option and column visibility by user role and project type. In our experience, change management (coordinating with other teams and users) sets the pace. Technical development can be rapid.
No - we have not done any custom code
We added the services of a TAM and Analytics Assurance, which improved our overall experience. It gave us another person to actively monitor our tickets, escalate issues, and liaise with technical folks at Planview. Having them did not resolve all our issues, but it made the process more transparent and satisfying.
Yes
Some yes, some no. We will see bugs fixed in the next monthly update. But we have seen other bugs deemed "not a priority," in which case they were never addressed. In the latter case, it was a minor bug, and the customer tolerated a workaround while waiting for the permanent fix. After over a year, Planview closed the case.
Thanks to relationships built with the product team by our customer support staff, we have had the opportunity to articulate our issues and our planned future use of the system. We have had more success influencing the features of Projectplace. Still, we have also seen Planview working on the ODATA capabilities (developing a replica, improving refresh reliability, and working toward change data capture) thanks to our ongoing feedback.
- Creating a project.
- Creating a portfolio.
- Calculating the critical path for a somewhat complex project.
- Creating your own custom column set.
- Creating your own custom report tile with conditional formatting.
- Optimizing a portfolio based on a few numeric ranking fields.
- Creating a portfolio definition based around a dollar or date range.
- Changing the data type of an existing field.
- Finding and eliminating duplicate projects.
Yes, but I don't use it
June 17, 2024
Planview Portfolios.
We use Planview Portfolios for managing all Capital and most Expense Projects including annual planning, ongoing execution, resource management, and financial data forecasting and actuals tracking.
- Track financial actuals and forecasts.
- Present projects in user definable portfolios based on user selected criteria.
- It provides visibility of resource assignments and utilization through any number of organizational and other attribute filters.
- Some users feel the UI could be more intuitive. Although once learned, users are ok with it; new users are sometimes reluctant.
- Better history tracking for financials and schedule changes would improve our ability to address user concerns with unexpected changes to data.
- Giving Users the ability to go back to a previous life cycle step.
- Undo button for changes to project schedules and financials.
- Provides business with the ability to identify and focus on strategic projects and align them with objectives.
- Gives business visibility of resource utilization so staffing needs can be anticipated and addressed.
- Provides business with clear visibility of cost forecasts and performance vs budget.
3000
All business functions, including IT, Finance, Engineering, Development, and various other business units.
5
Planview config, Power BI, Integration, Database.
- Visibility of Project Portfolios.
- Resource Management.
- Financial Tracking.
- Investment Planning.
- Tracking Ideas.
- Tracking Machine Time.
- OKRs.
- Roadmaps
Not Sure
- Cloud Solutions
- Scalability
Scalability was important since we are a large multi-division corporation.
I wasn't here for the original selection. So, it is not possible to answer.
- Implemented in-house
Yes
Demand Management, followed by Resource Management, is used for specific processes. We are continuing to add new businesses.
Change management was a small part of the implementation and was well-handled
- Mostly getting users to keep data current.
- Online Training
Keep Lifecycles simple. Conditional branching can make following lifecycle config difficult and testing of changes becomes too complicated because of all the combinations requiring specific testing.
No - we have not done any customization to the interface
No - we have not done any custom code
We have a Technical Account Manager if that's what you mean by Premium Support. We do our own config for the most part.
Yes
Reasonably so. We rolled into a future release. A Hot Fix would have made this better.
The last contracted rollout for one of our Business Units went exceptionally well. The Consultant, was excellent to work with.
- Building screens.
- Lifecycles
- Scripted dialogs.
Yes, but I don't use it
- Peoplesoft
- SAP
- Apptio
Importing Actual Costs and exporting data to Apptio for reporting.
Not at present.
- File import/export
- Single Signon
- ETL tools
Involve Planview.
I am not involved with negotiations.
No
Yes
We get monthly releases as part of Continuous Cloud.
- Not sure.
- Not sure what is coming.
No
No
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
- growth beyond projects
- back end configuration is difficult without knowledge or support
used clarity. similar challenges
1000
mostly IT
2
configuration SQL
- capacity
- resources
- timesheets
- roll out beyond IT
- alignment to strategy and delivery
No
- Cloud Solutions
- Scalability
would look for ease of use
- Implemented in-house
No
Change management was a small part of the implementation and was well-handled
- configuration support
- Online Training
- In-Person Training
work with planview
Some - we have done small customizations to the interface
No - we have not done any custom code
none
no, just need basic support for our use
No
when I first started and we had a dedicated sales team
- viewing resources and work
- reporting
- portfolios
- administration
Yes, but I don't use it
- none
- workday
- azuredevops
- Single Signon
- API (e.g. SOAP or REST)
- ETL tools
difficult and needs experts on both sides
unsure
flexible contracting
No
- cloud
- continuous cloud